Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.
ClickUp: ClickUp aims to boost productivity by consolidating tasks, docs, goals, and chat into one app. Their mission is to replace multiple tools with a single solution.
This comparison report of Insightly CRM vs. ClickUp is based on a specific set of business needs and context. The comparison uses 18264 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Insightly CRM and ClickUp
Insightly CRM, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM, whereas ClickUp, Monday.com, Adobe Workfront, etc., belong to a category of solutions that help Project Management. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.
ClickUp focuses on Workflow Management, Collaboration, Training & Onboarding, Engagement Management, etc.
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
Insightly CRM and ClickUp: Best activities based on customer satisfaction
Insightly CRM in Action: Unique Activities
What solutions does Insightly CRM provide for Contact List Management?
"...I like the ability to have email that I send to a client linked to that client's contact or Project...." Peer review by Christopher Aguilar, Managing Attorney, Aguilar Legal and Business Consulting Corp.
What makes Insightly CRM ideal for Engagement Management?
"...Insightly has been an AMAZING tool to help keep contacts up to date, all communication history is available to know the history with the contact when emailing them next, I use the tasks daily to know who to follow up with, what to send, etc...." Peer review by Administrative Assistant in Sales
What benefits does Insightly CRM offer for Lead Tracking?
"...It has functions for tracking lead activities, which is great for driving effective communication...." Peer review by Richard R, Marketing Consultant
ClickUp in Action: Unique Activities
What solutions does ClickUp provide for Workflow Management?
"...Use all the features it comes with and take the time to map out your workflow and processes using it...." Peer review by LaVonia R, Manager, Design
How efficiently Does ClickUp manage your Collaboration?
"...It's helping my team better collaborate across many different complex projects...." Peer review by Tom W., Campaign & Advocacy Lead, Non-Profit Organization Management
How efficiently Does ClickUp manage your Training & Onboarding?
"...The easy of use of the software allows us to onboard new employees and get them up to speed on all our projects very quickly...." Peer review by Verified Reviewer, Marketing and Advertising
How does ClickUp facilitate Communication Management?
"...Program would be great if it wasn't sending you emails every other day...." Peer review by Joseph P., Marketing Director, Marketing and Advertising
Top Processes
Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Launch new products
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Improve consistency
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Improve efficiency
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Scale best practices
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Increase average basket value
- See 10 more
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Improve internal communications
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Acquire customers
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Enhance customer relationships
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Launch new products
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Increase sales & revenue
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Improve visibility
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Scale best practices
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Improve efficiency
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Enter new markets internationally or locally
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Establish thought leadership
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Improve navigation
- See 8 more
IT and Other Capabilities
- Low
- Medium
- High
Data
Support
Others
Business Setting
| Insightly CRM | ClickUp | |
|---|---|---|
| Peer score | 4.1 | 4.7 |
| Peer insights | 11213 | 7051 |
| Top industries |
Information Technology And Services 20.0%
Financial Services 7.0%
Education 7.0%
|
Marketing And Advertising 16.0%
Information Technology And Services 11.0%
Computer Software 10.0%
|
| SMB and Mid-Market | 93.0% | 88.0% |
| Enterprise | 7.0% | 12.0% |
| Pricing | Insightly CRM |
Integrations
Ecosystem partners each product commonly connects with.
Insightly CRM
News
Latest Insightly CRM news
Unbounce Launches New MCP Bringing Landing Page Execution to AI Assistants
Unbounce has launched the MCP Server, enabling marketers to connect their Unbounce accounts to AI assistants like ChatGPT and Claude. This integration allows users to build, publish, and optimize landing pages using natural language, enhancing campaign management and performance monitoring. The MCP Server aims to streamline the marketing process by integrating AI capabilities with Unbounce's platform.
Latest ClickUp news
ClickUp Highlights Knowledge-Sharing Feature to Deepen Product Engagement - TipRanks
ClickUp is promoting its Skills feature, designed to capture and distribute institutional knowledge across teams. This tool allows for the embedding of brand assets and best-practice examples, enhancing workflow standardization. The feature aims to deepen product engagement and improve customer retention by integrating AI-enabled capabilities, positioning ClickUp competitively in the productivity software market.