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Insightly CRM vs HoneyBook (2025 Comparison)

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Author

Anastasia Belyh

Last Update

Jan 07, 2025

We earn a commission from partner links on Keevee. Commissions do not affect our editor's opinions or evaluations.

Excellent Value For Price
4.3

0

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Insightly CRM

Insightly CRM offers a comprehensive suite of CRM features, making it ideal for businesses looking to manage customer relationships effectively. Its wide range of integrations and robust security measures are standout features.

  • Comprehensive CRM features
  • Wide range of integrations
  • Robust security measures
  • Steep learning curve
  • Interface can feel cluttered

Free plan?

Yes

Starting price

$29 per user / month
Excellent Value For Price
4.5

0

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HoneyBook

HoneyBook is designed for creative professionals, offering an intuitive interface and excellent customer support. It's tailored to enhance client interactions and streamline project management for freelancers.

  • Intuitive user interface
  • Excellent customer support
  • Tailored for creative professionals
  • Limited business features
  • Higher cost for advanced features

Free plan?

Yes

Starting price

$16 per month

What is Insightly CRM?

Insightly CRM is a powerful customer relationship management tool designed to help businesses manage their contacts, sales, and projects efficiently. It offers a comprehensive suite of features including contact management, project management, and workflow automation. Insightly CRM is particularly beneficial for small to medium-sized businesses looking to streamline their operations and improve customer interactions. With its intuitive interface and robust integration capabilities, it helps users stay organized and focused on growing their business.

What is HoneyBook?

HoneyBook is a comprehensive client management software tailored for creative entrepreneurs and freelancers. It simplifies the process of managing projects, contracts, and payments, allowing users to focus on their craft. HoneyBook offers features like customizable templates, automated workflows, and seamless communication tools, making it easier to manage client relationships and streamline business operations. It's an ideal solution for those looking to enhance their productivity and provide a seamless client experience.

Pros and Cons of Insightly CRM vs HoneyBook

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Pros & Cons of Insightly CRM

Comprehensive CRM features
  • Insightly CRM offers a wide array of CRM features that cater to businesses of all sizes. From contact management to project tracking, it provides everything needed to manage customer relationships effectively.
Wide range of integrations
  • With Insightly CRM, you can connect to a variety of third-party applications, enhancing its functionality and allowing seamless data flow between different tools.
Robust security measures
  • Security is a top priority for Insightly CRM, ensuring that your data is protected with advanced security protocols and measures.
Steep learning curve
  • New users may find Insightly CRM's interface complex, requiring time to learn and adapt to its extensive features.
Interface can feel cluttered
  • The interface of Insightly CRM can sometimes feel overwhelming, especially for users who prefer a more streamlined experience.
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Pros & Cons of HoneyBook

Intuitive user interface
  • HoneyBook's user interface is designed with simplicity in mind, making it easy for users to navigate and manage their tasks efficiently.
Excellent customer support
  • HoneyBook is known for its responsive and helpful customer support, ensuring users receive timely assistance whenever needed.
Tailored for creative professionals
  • HoneyBook offers features specifically designed for creative professionals, making it an ideal choice for freelancers and small creative teams.
Limited business features
  • While HoneyBook excels in creative project management, it may lack some business-oriented features that larger organizations require.
Higher cost for advanced features
  • HoneyBook's advanced features come at a higher cost, which may not be suitable for all budgets, especially for small businesses.

Insightly CRM vs HoneyBook: At A Glance

Decision FactorInsightly CRMHoneyBook
Value to Price
Good4.2
Excellent4.5
Ease of Use
Good4.0
Excellent4.6
Functionality
Excellent4.5
Excellent4.4
Scalability
Excellent4.3
Good4.2
Integrations
Excellent4.4
Excellent4.3
Customer Support
Good4.1
Excellent4.5
Security
Excellent4.3
Excellent4.4
Overall Rating
Excellent4.3
Excellent4.5

Value to Price

Insightly CRM offers a robust set of features at a competitive price, making it a great choice for businesses looking for value. HoneyBook, on the other hand, provides excellent value for creative professionals with its tailored features. If you're a creative entrepreneur, HoneyBook might offer more bang for your buck.

Ease of Use

HoneyBook shines with its intuitive interface, making it easy for users to navigate and manage their tasks. Insightly CRM, while feature-rich, may require a bit of a learning curve. If ease of use is your priority, HoneyBook is the better option.

Functionality

Insightly CRM excels in functionality with its comprehensive CRM features, making it ideal for businesses needing detailed customer management. HoneyBook offers strong functionality for project management and client interactions. If you need a full-fledged CRM, Insightly CRM is the way to go.

Scalability

Both Insightly CRM and HoneyBook offer scalable solutions, but Insightly CRM is particularly well-suited for growing businesses with its extensive features. HoneyBook is great for freelancers and small teams. If you're planning to scale your business, Insightly CRM is a solid choice.

Integrations

Insightly CRM provides a wide range of integrations, allowing seamless connectivity with other tools. HoneyBook also offers integrations but is more focused on creative tools. If you need extensive integration options, Insightly CRM is the better choice.

Customer Support

HoneyBook is known for its responsive customer support, providing users with timely assistance. Insightly CRM also offers good support but may not be as personalized. If customer support is crucial, HoneyBook is the preferred option.

Security

Both Insightly CRM and HoneyBook prioritize security, ensuring user data is protected. Insightly CRM offers robust security features, making it a reliable choice for businesses. If security is a top concern, Insightly CRM is a dependable option.

Overall Rating

Overall, HoneyBook scores higher due to its ease of use and customer support, making it ideal for creative professionals. Insightly CRM is a strong contender with its comprehensive features, suitable for businesses needing a full CRM solution.

Insightly CRM vs HoneyBook: A Detailed Breakdown of Key Features

FeaturesInsightly CRMHoneyBook
Contact Management
Excellent4.5
Excellent4.3
Project Management
Excellent4.4
Excellent4.6
Workflow Automation
Excellent4.3
Excellent4.5
Customizable Templates
Good4.2
Excellent4.6
Client Communication
Excellent4.3
Excellent4.5
Payment Processing
Good4.1
Excellent4.6

Contact Management

Insightly CRM excels in contact management with its robust features that allow businesses to track and manage customer interactions effectively. HoneyBook, while offering contact management, is more focused on client interactions for creative professionals. If your business requires detailed contact management, Insightly CRM is the better choice.

Project Management

HoneyBook stands out in project management with its intuitive tools designed for creative projects. Insightly CRM also offers project management features but is more suited for business-oriented projects. If you're managing creative projects, HoneyBook is the ideal choice.

Workflow Automation

Both Insightly CRM and HoneyBook offer workflow automation, but HoneyBook's automation is tailored for creative workflows, making it easier for freelancers to manage their tasks. Insightly CRM provides more general automation features. If you need creative workflow automation, HoneyBook is the way to go.

Customizable Templates

HoneyBook offers a wide range of customizable templates, perfect for creative professionals looking to personalize their client interactions. Insightly CRM also provides templates but is more business-focused. If customization is key, HoneyBook is the better option.

Client Communication

HoneyBook excels in client communication with its seamless tools that enhance client interactions. Insightly CRM offers communication features but is more focused on business communication. If client communication is a priority, HoneyBook is the preferred choice.

Payment Processing

HoneyBook offers integrated payment processing, making it easy for freelancers to manage payments. Insightly CRM provides payment features but is more suited for business transactions. If you need streamlined payment processing, HoneyBook is the better option.

Pricing Comparison of Insightly CRM and HoneyBook

We’ve compiled the pricing tables and highlighted the key features of both Insightly CRM and HoneyBook to aid in your decision-making process. Let’s explore what each platform has to offer.

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Insightly CRM Pricing Plans

Plus
for small businesses
$29

per user / month

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Plus includes:
  • Project management tools to streamline business processes.
  • Advanced reports for insightful data analysis.
  • Pre-built business dashboards for quick access to metrics.
  • Free 14-Day Trial to explore features before purchase.
Professional
for mid-sized businesses
$49

per user / month

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Includes Plus, plus:
  • Workflow automation to reduce manual tasks.
  • Custom page layouts for personalized user experience.
  • Free 14-Day Trial to test advanced features.
  • Enhanced data management with custom fields.
Enterprise
for large enterprises
$99

per user / month

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Includes Professional, plus:
  • Products, pricebooks, and quotes for sales management.
  • Comprehensive audit logging for security and compliance.
  • Contact sales for tailored solutions and pricing.
  • Advanced integration capabilities with REST API.
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HoneyBook Pricing Plans

Starter
For Small Businesses
$16

per month

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Starter includes:
  • Recurring and custom invoice schedules with online payments.
  • Interactive proposals and contracts for eSigning and payments.
  • Calendar sync to track sessions, meetings, and projects.
  • Access to all professional templates for clientflow stages.
Essentials
For Growing Businesses
$32

per month

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Includes Starter, plus:
  • Automations for workflow with auto-sent files and messages.
  • QuickBooks Online integration for payment auto-sync.
  • Expense management to track project and overall expenses.
  • Profit and loss insights to calculate net profit or loss.
Premium
For Large Enterprises
$66

per month

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Includes Essentials, plus:
  • Priority support with expedited email and chat assistance.
  • Multiple companies access with a single login.
  • Onboarding specialist for setup success in first 90 days.
  • Advanced reports for actionable team and client insights.

Our Rating Methodology

We thoroughly evaluate each CRM tool, focusing on key aspects like functionality, ease of use, and customer support. By analyzing user reviews and conducting hands-on testing, we ensure our recommendations are reliable. Each factor is weighted to provide an accurate final rating, helping you make informed decisions.

Decision FactorScoring Weight
Value to Price
20%
20%
Ease of Use
20%
15%
Functionality
20%
25%
Scalability
20%
15%
Integrations
20%
10%
Customer Support
20%
10%
Security
20%
5%

Insightly CRM or HoneyBook: Which One Matches Your Business Needs?

Choose Insightly CRM If You Need ...

  • Comprehensive CRM solution

    If you need a comprehensive CRM solution with robust features, Insightly CRM is the ideal choice. It offers extensive contact management, project tracking, and workflow automation, making it perfect for businesses looking to streamline their operations.

  • Wide range of integrations

    If you require a wide range of integrations to connect with other tools, Insightly CRM is the better option. Its extensive integration capabilities allow seamless data flow between different applications, enhancing productivity.

Choose HoneyBook If You Need ...

  • Intuitive for creatives

    If you are a creative professional looking for an intuitive tool, HoneyBook is the perfect choice. Its user-friendly interface and tailored features make it easy to manage projects and client interactions.

  • Excellent customer support

    If you value excellent customer support and timely assistance, HoneyBook is the preferred option. Its responsive support team ensures you receive the help you need whenever required.

Frequently Asked Questions

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Author

Anastasia Belyh

Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.