Insightly CRM vs Wrike (2024 Comparison)
Insightly CRM offers a user-friendly interface and robust CRM functionalities, making it a cost-effective solution for businesses of all sizes. With competitive pricing and excellent value, it's a top choice for managing contacts and sales.
- User-friendly interface for easy navigation.
- Robust CRM functionalities for contact management.
- Competitive pricing with excellent value.
- Limited advanced project management features.
- Basic time tracking capabilities.
- Fewer integration options compared to competitors.
Free plan?
YesStarting price
$29 per user / month
Wrike provides advanced task management and comprehensive collaboration tools, making it ideal for teams looking to enhance productivity. With exceptional customer support and extensive customization options, it's a powerful project management solution.
- Advanced task management features.
- Comprehensive collaboration tools.
- Exceptional customer support with 24/7 assistance.
- Higher price point than some competitors.
- Steep learning curve for new users.
- Overwhelming for small teams.
Free plan?
YesStarting price
$10 per month per userWhat 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 user-friendly interface that allows you to track customer interactions, manage leads, and automate workflows. With its robust reporting features, you can gain valuable insights into your business performance. Whether you're a small business or a large enterprise, Insightly CRM can streamline your operations and improve customer satisfaction.
What is Wrike?
Wrike is a versatile project management software that helps teams collaborate and manage tasks effectively. It offers a range of features, including task management, time tracking, and real-time collaboration, making it ideal for businesses of all sizes. With Wrike, you can easily assign tasks, set deadlines, and monitor progress, ensuring that projects are completed on time and within budget. Its intuitive interface and customizable dashboards make it a favorite among project managers looking to enhance productivity and streamline workflows.
Pros and Cons of Insightly CRM vs Wrike
Pros & Cons of Insightly CRM
- Insightly CRM offers a user-friendly interface that makes it easy for users to navigate and manage their contacts, sales, and projects efficiently. This intuitive design ensures a smooth user experience, even for beginners.
- With Insightly CRM, you get access to robust CRM functionalities, including contact management, workflow automation, and reporting features. These capabilities help streamline your business operations and improve customer satisfaction.
- Insightly CRM offers competitive pricing plans that provide excellent value for money. With a range of features at an affordable price, it's a cost-effective solution for businesses of all sizes.
- While Insightly CRM offers essential CRM functionalities, it lacks some advanced project management features that other tools provide. This limitation may be a drawback for businesses with complex project management needs.
- Insightly CRM's time tracking capabilities are basic, lacking advanced features like automatic time tracking and detailed analytics. This limitation may affect businesses that require precise time tracking for billing and reporting.
Pros & Cons of Wrike
- Wrike offers advanced task management features, including task dependencies and Gantt charts. These capabilities make it easy to organize and track tasks within a project, ensuring timely completion and efficient resource allocation.
- Wrike provides comprehensive collaboration tools, such as real-time editing and team chat. These features facilitate communication and teamwork, enhancing productivity and ensuring that everyone is on the same page.
- Wrike offers exceptional customer support with dedicated account managers and 24/7 assistance. This level of support ensures that users receive timely help and guidance, maximizing the value of the software.
- Wrike's pricing is higher than some competitors, which may be a consideration for budget-conscious businesses. However, the advanced features and superior functionality justify the cost for many users.
- Wrike has a steep learning curve, especially for new users. The extensive features and customization options can be overwhelming, requiring time and effort to fully leverage the software's potential.
Insightly CRM vs Wrike: At A Glance
Value to Price
Value to Price is a critical dimension that evaluates the cost-effectiveness of a software tool. Insightly CRM offers a competitive pricing structure with a range of features that provide excellent value for money. Wrike, on the other hand, offers a slightly higher price point but compensates with advanced features and superior functionality. If you're looking for a tool that balances cost and features, Wrike might be the better choice.
Ease of Use
Ease of Use measures how user-friendly a software tool is. Insightly CRM provides an intuitive interface that is easy to navigate, making it suitable for users of all skill levels. Wrike excels in this dimension with its streamlined design and customizable dashboards, offering a seamless user experience. If you prioritize ease of use, Wrike is the clear winner.
Functionality
Functionality assesses the range of features and capabilities a software tool offers. Insightly CRM provides robust CRM functionalities, including contact management and workflow automation. Wrike stands out with its comprehensive project management features, such as task management and real-time collaboration. If you need a tool with extensive functionality, Wrike is the better option.
Scalability
Scalability evaluates a software tool's ability to grow with your business. Insightly CRM offers scalable solutions that cater to businesses of all sizes. Wrike, however, provides more advanced scalability options, making it ideal for rapidly growing organizations. If scalability is a priority, Wrike is the superior choice.
Integrations
Integrations measure a software tool's ability to connect with other applications. Insightly CRM offers a wide range of integrations with popular tools like Google Workspace and Microsoft Office. Wrike provides even more integration options, including seamless connections with third-party apps. If integrations are crucial for your workflow, Wrike is the better choice.
Customer Support
Customer Support evaluates the quality and availability of support services. Insightly CRM offers reliable customer support with various channels, including email and phone support. Wrike provides exceptional customer support with dedicated account managers and 24/7 assistance. If top-notch customer support is essential, Wrike is the preferred option.
Security
Security assesses the measures a software tool takes to protect user data. Insightly CRM implements robust security protocols, including data encryption and regular backups. Wrike goes a step further with advanced security features like two-factor authentication and compliance with industry standards. If security is a top concern, Wrike is the better choice.
Overall Rating
Overall Rating is a comprehensive assessment of a software tool's performance across all dimensions. Insightly CRM offers a solid overall rating with its user-friendly interface and competitive pricing. Wrike, however, achieves a higher overall rating due to its superior functionality and advanced features. If you're looking for the best overall tool, Wrike is the top choice.
Insightly CRM vs Wrike: A Detailed Breakdown of Key Features
Task Management
Task Management is a crucial feature for organizing and tracking tasks within a project. Insightly CRM offers basic task management capabilities, allowing you to assign tasks and set deadlines. Wrike, however, excels in this area with its advanced task management features, including task dependencies and Gantt charts. If you need robust task management tools, Wrike is the better choice.
Time Tracking
Time Tracking is essential for monitoring the time spent on tasks and projects. Insightly CRM provides basic time tracking features, allowing you to log hours and generate reports. Wrike offers more advanced time tracking capabilities, including automatic time tracking and detailed analytics. If accurate time tracking is a priority, Wrike is the superior option.
Collaboration Tools
Collaboration Tools facilitate communication and teamwork within a project. Insightly CRM offers basic collaboration features, such as file sharing and comments. Wrike stands out with its comprehensive collaboration tools, including real-time editing and team chat. If collaboration is key to your workflow, Wrike is the better choice.
Reporting and Analytics
Reporting and Analytics provide insights into project performance and progress. Insightly CRM offers robust reporting features, allowing you to generate custom reports and track key metrics. Wrike provides even more advanced analytics, including real-time dashboards and predictive analytics. If data-driven decision-making is important, Wrike is the superior choice.
Mobile Access
Mobile Access allows you to manage projects on the go. Insightly CRM offers a mobile app with essential features for managing tasks and contacts. Wrike provides a more comprehensive mobile experience, with full access to all features and real-time updates. If mobile access is crucial, Wrike is the better option.
Customization Options
Customization Options allow you to tailor the software to your specific needs. Insightly CRM offers basic customization features, such as custom fields and templates. Wrike provides extensive customization options, including custom workflows and dashboards. If flexibility and customization are important, Wrike is the superior choice.
Pricing Comparison of Insightly CRM and Wrike
We’ve compiled the pricing tables and highlighted the key features of both Insightly CRM and Wrike to aid in your decision-making process. Let’s explore what each platform has to offer.
Insightly CRM Pricing Plans
- 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.
- 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.
- 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.
Wrike Pricing Plans
- Manage projects and tasks efficiently with intuitive tools.
- Visualize tasks using board view for better organization.
- Utilize table view for detailed task management.
- Active task limitations apply to manage workload.
- Organize projects with folders structure and nested projects.
- Unlimited projects, tasks, and subtasks for comprehensive management.
- Shared space and dashboard for collaborative work.
- Integrations and open API for seamless connectivity.
- Create unlimited request forms for streamlined processes.
- Resource and capacity planning for efficient workload management.
- Real-time reports for data-driven decision making.
- 5 GB storage per user for extensive data management.
- Custom access roles and admin permissions for control.
- User audit reports for comprehensive monitoring.
- 10 GB storage per user for large data handling.
- Automations with 1000 actions per user per month.
- Team utilization and performance dashboard for insights.
- Budgeting and billable hours for financial management.
- Wrike Datahub with 10,000 records for data centralization.
- 15 GB storage per user for extensive data needs.
Our Rating Methodology
We rigorously evaluate each project management tool, focusing on key factors like functionality, ease of use, and scalability. By analyzing user reviews and conducting in-depth testing, we ensure our recommendations meet diverse business needs. Each factor is weighted to provide a reliable final rating, helping you choose the best tool for your requirements.
Insightly CRM or Wrike: Which One Matches Your Business Needs?
Choose Insightly CRM If You Need ...
- User-friendly CRM solution
If you are a small business owner looking for a user-friendly CRM solution, Insightly CRM is the ideal choice. Its intuitive interface and robust CRM functionalities make it easy to manage contacts and sales efficiently.
- Cost-effective CRM tool
If you are a budget-conscious business seeking a cost-effective CRM tool, Insightly CRM offers competitive pricing with excellent value. Its range of features provides a cost-effective solution for managing your business operations.
Choose Wrike If You Need ...
- Advanced project management
If you are a project manager looking for advanced project management features, Wrike is the superior choice. Its comprehensive task management and collaboration tools enhance productivity and streamline workflows.
- Comprehensive collaboration tools
If you are a team leader seeking comprehensive collaboration tools, Wrike offers real-time editing and team chat features that facilitate communication and teamwork, ensuring that everyone is on the same page.
Frequently Asked Questions
Which tool is better for small businesses, Insightly CRM or Wrike?
What are the key differences between Insightly CRM and Wrike?
Which tool offers better customer support, Insightly CRM or Wrike?
Is Wrike suitable for small teams?
Does Insightly CRM offer mobile access?
Which tool provides better integration options, Insightly CRM or Wrike?
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.
