# Insightly vs Teamwork CRM

**Leader by vioscaleAI score:** Insightly

| Attribute | Insightly | Teamwork CRM |
|---|---|---|
| **vioscaleAI score** | 65 (56% (medium)) | 59.9 (57% (medium)) |
| content.faq | `[{"answer":"A unified CRM system that centralizes customer data, automates marketing campaigns, manages sales pipelines, and integrates with third-party applications through built-in workflows. It is indexed under CRM Software.","source":"https://www.insightly.com/pricing-plans/","question":"What is Insightly?","confidence":0.6},{"answer":"Insightly is a paid product; published pricing starts at $29 per user per month. It is sold across 12 plans (CRM Plus, CRM Professional, CRM Enterprise and Marketing Plus). There is no free tier. Pricing changes often, so verify at source before relying on it.","source":"https://www.insightly.com/pricing-plans/","question":"How much does Insightly cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Insightly. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What platforms does Insightly support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Insightly, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.insightly.com/pricing-plans/","question":"Can Insightly be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for Insightly, including Google, Microsoft, MS 365, PandaDoc, QuickBooks, Xero, DocuSign and Shopify, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What does Insightly integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, HIPAA and GDPR for Insightly. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Insightly not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.insightly.com/security-compliance/","question":"What security certifications does Insightly have?","confidence":0.7},{"answer":"Insightly is available worldwide. Its primary market is the United States.","source":"https://www.insightly.com/pricing-plans/","question":"Where is Insightly available?","confidence":0.5}]` | `[{"answer":"Teamwork CRM is an AI-powered Professional Services Automation platform that enables teams to manage client projects, allocate resources, and track profitability. It combines project management tools with resource planning to support service-oriented businesses in delivering client work.","source":"https://www.teamwork.com/crm","question":"What is Teamwork CRM?","confidence":0.95},{"answer":"The platform is built for professional services teams and agencies managing client-facing projects. It offers plans tailored to both small teams seeking improved project tracking and growing teams that need workflow automation and capacity planning capabilities.","source":"https://www.teamwork.com/crm","question":"Who should use Teamwork CRM?","confidence":0.95},{"answer":"Teamwork CRM uses a subscription model with per-user monthly pricing billed annually, available in GBP. It supports both monthly and annual billing periods, with multiple plan tiers to fit different team sizes and complexity needs.","source":"https://www.teamwork.com/crm","question":"What is the cost structure?","confidence":0.95},{"answer":"Yes, Teamwork CRM provides a free tier for ongoing use and a 30-day free trial, allowing prospective users to test the platform before purchasing.","source":"https://www.teamwork.com/crm","question":"Can I try Teamwork CRM free before committing?","confidence":1},{"answer":"The platform supports over 150 integrations, including HubSpot, QuickBooks, Claude, and ChatGPT. It also offers API access for developers to build custom integrations with other business tools.","source":"https://www.teamwork.com/crm","question":"Which systems can integrate with Teamwork CRM?","confidence":0.95},{"answer":"Teamwork CRM is a web-based application accessed through browsers and does not include a dedicated mobile app. Mobile users can access the platform through responsive web design, though native mobile functionality is not available.","source":"https://www.teamwork.com/crm","question":"Does Teamwork CRM include a mobile app?","confidence":1},{"answer":"The Basics plan is designed for small teams needing core project management, time tracking, and project templates. The Accelerate plan for growing teams adds smart work request forms, workflow automation up to 20,000 workflows, and team capacity planning features.","source":"https://www.teamwork.com/crm","question":"How do the pricing plans differ?","confidence":0.9},{"answer":"Teamwork CRM is SOC 2 compliant and offers data hosting in both US and EU regions. The platform meets established security standards for managing sensitive business and client information.","source":"https://www.teamwork.com/crm","question":"Is Teamwork CRM secure and compliant?","confidence":1}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | An accessible customer relationship management system that centralizes customer data and supports integration with email, calendar, project management, finance, and support tools to streamline team workflows. | A professional services management platform using AI agents to generate insights, forecasts, and risk alerts from project delivery data. Includes native billing, margin management, and reporting capabilities built into the core platform. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":false,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":false,"reporting_dashboards":true}` |
| integrations.count | 2,000 | 150 |
| integrations.list | `[{"name":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"},{"name":"Unbounce","native":true,"category":"marketing","direction":"inbound"},{"name":"Outlook","native":true,"category":"email","direction":"bidirectional"},{"name":"Slack","native":true,"category":"chat","direction":"outbound"}]` | `[{"name":"Claude"},{"name":"ChatGPT"},{"name":"HubSpot"},{"name":"QuickBooks"},{"name":"Salesforce"},{"name":"Netsuite"},{"name":"Xero"},{"name":"Dropbox"},{"name":"Zoom"},{"name":"Teams"},{"name":"BI tools"},{"name":"Chat tools"},{"name":"Slack","category":"chat"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true,"android":true}` |
| pricing | `{"type":"hybrid","plans":[{"free":false,"name":"CRM Plus","summary":"$29/user/month billed annually. 14-day free trial.","features":["Lead and contact management","Project management","Advanced reports","Pre-built business dashboards"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Entry-level CRM with lead and contact management","contactSales":false,"includedLimits":{"records":"100,000","file_storage":"10 GB","custom_fields":"50"}},{"free":false,"name":"CRM Professional","summary":"$49/user/month billed annually. 14-day free trial.","features":["All Plus features","Lead assignment and routing","Workflow automation","AI Copilot","Email summaries and replies"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"CRM with workflow automation and AI Copilot","contactSales":false,"includedLimits":{"records":"250,000","file_storage":"100 GB","custom_fields":"100"}},{"free":false,"name":"CRM Enterprise","summary":"$99/user/month billed annually.","features":["All Professional features","Sandboxes","Products, pricebooks, and quotes","Comprehensive audit logging","Custom validation rules","SAML/SCIM SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise CRM with advanced customization and audit logging","contactSales":true,"includedLimits":{"records":"500,000","file_storage":"250 GB","custom_fields":"200"}},{"free":false,"name":"Marketing Plus","summary":"$99/account/month.","features":["Email marketing automation","Prospect scoring","A/B testing","Built-in dashboards"],"commitment":"annual","components":[{"kind":"fixed","amount":99,"period":"month","currency":"USD"}],"description":"Email marketing automation for 2,000 prospects","contactSales":true,"includedLimits":{"prospects":"2,000","monthly_email_volume":"10,000"}},{"free":false,"name":"Marketing Professional","summary":"$499/account/month.","features":["All Plus features","Custom scoring models","Advanced prospect tracking","Unlimited role-based permissions"],"commitment":"annual","components":[{"kind":"fixed","amount":499,"period":"month","currency":"USD"}],"description":"Marketing automation for 10,000 prospects with custom scoring","contactSales":true,"includedLimits":{"prospects":"10,000","monthly_email_volume":"50,000"}},{"free":false,"name":"Marketing Enterprise","summary":"$999/account/month.","features":["All Professional features","Comprehensive audit logging","Calculated fields","Custom validation rules"],"commitment":"annual","components":[{"kind":"fixed","amount":999,"period":"month","currency":"USD"}],"description":"Marketing automation for 20,000 prospects with advanced rules","contactSales":true,"includedLimits":{"prospects":"20,000"}},{"free":false,"name":"Support Plus","summary":"$29/user/month.","features":["Comprehensive ticket editor","SLA tracking","Configurable email macros","Customizable reports"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Support ticketing with SLA tracking","contactSales":true},{"free":false,"name":"Support Professional","summary":"$49/user/month.","features":["All Plus features","Customer satisfaction surveys","Custom ticket automations","Portal customization"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Support ticketing with customer surveys and portal customization","contactSales":true},{"free":false,"name":"Support Enterprise","summary":"$99/user/month.","features":["All Professional features","Comprehensive audit logging","Custom validation rules","Unlimited brands and portals"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise support with unlimited portals and audit logging","contactSales":true},{"free":false,"name":"AppConnect Standard","summary":"$249/month + $3,000 setup for 25,000 tasks/month.","features":["Drag-and-drop workflow builder","No-code integration","2000+ app integrations"],"commitment":"annual","components":[{"kind":"fixed","amount":249,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 25,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"25,000"}},{"free":false,"name":"AppConnect Professional","summary":"$799/month + $3,000 setup for 100,000 tasks/month.","features":["All Standard features","Custom AppConnect development","AWS Lambda support"],"commitment":"annual","components":[{"kind":"fixed","amount":799,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 100,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"100,000"}},{"free":false,"name":"AppConnect Enterprise","summary":"$1,899/month + $3,000 setup for 250,000 tasks/month.","features":["All Professional features","Enterprise support","Priority development"],"commitment":"annual","components":[{"kind":"fixed","amount":1899,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 250,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"250,000"}}],"addOns":[{"name":"Additional AppConnect tasks","components":[{"per":{"qty":25000,"unit":"tasks"},"kind":"metered","amount":249,"currency":"USD"}]}],"summary":"From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.","currency":"USD","freeTier":false,"sourceUrl":"https://www.insightly.com/pricing-plans/","retrievedAt":"2026-08-16T20:55:38.163Z","freeTrialDays":14,"startingPrice":{"amount":29,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":false,"name":"Standard tier","commitment":"annual","contactSales":false},{"free":false,"name":"Enterprise","contactSales":true}],"currency":"USD","freeTier":false,"sourceUrl":"https://www.teamwork.com/crm","retrievedAt":"2026-10-06T10:04:28.056Z","billingPeriods":["year"]}` |
| pricing.free_tier | no | no |
| pricing.model | commercial | commercial |
| pricing.price_level | unknown | unknown |
| pricing.transparent | no | no |
| reliability.sla_pct | 99.95 | 99.9 |
| reliability.status_page | yes | yes |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.hipaa | yes | - |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |

## Capabilities (CRM Software)

| Capability | Insightly | Teamwork CRM |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | ✓ | ✗ |
| **Communication** |  |  |
| Email sync & tracking | ✓ | ✓ |
| **Automation** |  |  |
| Marketing automation | ✓ | ✗ |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✓ | ✓ |
| **Access** |  |  |
| Native mobile app | ✓ | ✓ |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-16T19:05:25.058Z. "-" = undocumented, not absent.*