HoneyBook vs Insightly: Find Your Best CRM Tool in 2025!

You’re stuck. You need a CRM, right? But which one? HoneyBook vs Insightly? 

It’s like choosing between two awesome video games, but you only have time for one.

You’re probably overwhelmed with features and prices.

Imagine picking the wrong one. You waste time and money, and Business slows down. 

Even worse. You need a tool that grows with you, not against you.

Good news! This article breaks down HoneyBook vs Insightly. We’ll look at the key differences, the pros, and the cons. 

By the end, you’ll know exactly which CRM fits your needs. 

Overview

We’ve rigorously tested both HoneyBook and Insightly, putting them through real-world scenarios.

This comparison stems from hands-on experience, analyzing user feedback.

Evaluating each platform’s core functionalities to determine the best fit for diverse business needs.

What is HoneyBook?

Think of HoneyBook as your business’s best friend.

It helps you manage clients and projects. It’s built for creative entrepreneurs.

It keeps things organized by allowing you to access contracts, invoices, and scheduling all in one place.

Key Benefits

• Boost booking rates by up to 25% with streamlined proposals.
• Save 10+ hours a week with automated workflows.
• Increase payment speed by 30% with online invoicing.
• Centralize client communication.
• Simplify project tracking. 

Pricing

HoneyBook offers a free trial to get a feel for the platform. They have a simple pricing structure with two main options:

• Starter ($29/month): Ideal for solopreneurs and new businesses with basic needs.
• Essentials ($49/month): Unlocks almost every feature with limited access.
• Premium ($109/month): Unlocks unlimited projects and clients for growing businesses.

What is Insightly?

Insightly is your sales and marketing powerhouse.

It handles leads and projects. It’s built for growing businesses.

You can track everything. It integrates with many tools.

Key Benefits

• Increase lead conversion by 20% with lead management tools.
• Improve project completion rates by 15% with project tracking.
• Automate marketing campaigns.
• Gain valuable insights with detailed reporting.
• Unify sales and marketing data.

Pricing

• Insightly offers flexible plans for different needs and budgets. Check them out:
  • Plus: Starts at $29/user/month
  • Professional: Starts at $49/user/month
  • Enterprise: Starts at $99/user/month

Feature Comparison

Let’s compare HoneyBook and Insightly feature by feature.

Deciding which CRM software is right for you can be tricky.

We will break down key features to help you see the differences.

Project Management

• HoneyBook: It keeps projects organized. It’s built for service-based businesses. It helps track tasks and deadlines.
• Insightly: It is great for complex projects. It has strong project-tracking tools. It’s ideal for teams with many moving parts.

Pipeline Management

• HoneyBook: it has a simpler pipeline. It’s good for tracking client progress. It’s easy to see where clients are.
• Insightly: It offers advanced pipeline management and lets you create complex pipelines. It’s strong for sales teams.

Workflow & Automate

• HoneyBook: It helps automate client workflows. It saves time on repetitive tasks. It can automate emails and invoices.
• Insightly: It has powerful workflow automation. It can automate marketing and sales tasks. It has more complex automation options.

CRM Platform

• HoneyBook: It’s a CRM platform for creative businesses. It focuses on client relationships. It has tools for contracts and invoices.
• Insightly: It’s a full-featured CRM software. It handles sales, marketing, and projects. It’s good for diverse business needs.

Invoice Management

• HoneyBook: It has easy online invoicing. It helps you get paid faster. It integrates with payments.
• Insightly: It has invoicing capabilities, integrates with financial systems, and is part of its larger feature set.

Lead Management

• HoneyBook: It has lead management capabilities. It’s good for capturing and managing leads. It works well for service providers.
• Insightly: It has robust lead management, lets you track leads through the sales process, and offers lead scoring and assignment.

Customizable & Management Capabilities

• HoneyBook: It offers customizable templates. It allows for basic customization. It is made to streamline client interactions.
• Insightly: It is highly customizable, allowing you to tailor the CRM to your needs. It also has strong management capabilities.

What to Look For When Choosing CRM Software?

• Your Business Needs: What problems do you need to solve? What features are non-negotiable?
• Ease of Use: How easily can your team learn the software? Is the interface intuitive and user-friendly?
• Integration Capabilities: Does it connect with your existing tools? How seamless is the data transfer?
• Scalability: Can the CRM grow with your Business? Will it handle increased data and users?
• Customer Support: How responsive is their support team? What type of support is offered?

Final Verdict

After looking closely, Insightly wins. It’s a robust CRM.

It covers more of your business needs. It has strong project management features.

Insightly’s customization options are better. Its workflow automation is powerful.

You get a lot of CRM functionalities, and the user-friendly interface can take time to learn. 

But the benefits are worth it. Plus, user reviews show high satisfaction with its customer support. 

Insightly is the clear choice. We’ve tested both, and Insightly delivers.

Frequently Asked Questions