# Insightly vs Teamwork CRM

**Leader by Vioscale score:** Teamwork CRM

| Attribute | Insightly | Teamwork CRM |
|---|---|---|
| **Vioscale score** | 65 (74% (medium)) | 86.7 (73% (medium)) |
| content.faq | - | `[{"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 | Insightly is a customer relationship management platform that helps teams manage leads, opportunities, and customer support through integrated sales, marketing, and ticketing tools. The platform includes workflow automation, business dashboards, and extensive third-party integrations to streamline operations. | A professional services automation solution for managing client projects, team resources, and financial performance in a unified workspace. It combines project tracking, time logging, budget management, and AI-assisted features with reporting to help services firms optimize profitability and team utilization. |
| 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":"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"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"hqCountry":"IE","primaryMarkets":["US","EU"],"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":true,"name":"Free","summary":"Free forever. Up to 5 projects and 5 users.","features":["Task, list, board & Gantt table views","Time logging","Organize by client","Chat tool integration","Role-based permissions","Two-factor authentication"],"components":[{"kind":"fixed","amount":0,"period":"month","currency":"USD"}],"description":"For small teams starting to bring more structure to their work","contactSales":false,"includedLimits":{"users":"5","projects":"5","automations":"100"}},{"free":false,"name":"Basics","summary":"$9.99/user/mo billed annually. 14-day free trial.","features":["Gantt, table, list & board views","Unlimited project templates","Time tracking & reporting","AI integrations (Claude, ChatGPT)","AI project wizard","Personal assistant 'Scout'","Project assistant 'Flo'"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":9.99,"period":"month","currency":"USD"}],"description":"For small teams needing to deliver projects and track time reliably","contactSales":false},{"free":false,"name":"Accelerate","summary":"$24.99/user/mo billed annually. 14-day free trial.","features":["Everything in Basics plus:","Smart form routing","20,000 automations","Capacity planning & visibility","Time budgets & retainers","Client invoice generation","HubSpot & QuickBooks integration","AI operations & chat assistant","Resource planning assistant 'Remi'"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":24.99,"period":"month","currency":"USD"}],"description":"For growing teams needing to automate work and manage capacity","contactSales":false,"includedLimits":{"automations":"20000"}},{"free":false,"name":"Optimize","summary":"Custom pricing per user/month. Book a demo.","features":["Everything in Accelerate plus:","Quote generation","100,000 automations","CRM pipeline conversion to projects","Tentative work planning","Resource scheduling by role/skill","Multi-currency budgets","Revenue & profitability dashboards","Salesforce & Netsuite integration","AI profitability forecasting","Financial assistant 'Kash'","Custom AI teammates"],"commitment":"annual","description":"For services businesses managing resources, budgets and profitability","contactSales":true,"includedLimits":{"automations":"100000"}},{"free":false,"name":"Enterprise","summary":"Custom pricing. Contact sales.","features":["Everything in Optimize plus:","Advanced security controls","Single sign-on","Dedicated success manager","Priority support","Expert implementation support"],"commitment":"annual","description":"For complex services businesses needing advanced security and controls","contactSales":true}],"addOns":[{"name":"Onboarding Services"},{"name":"Teamwork Connect"},{"name":"Premium Support"},{"name":"Desk"},{"name":"SSO"}],"summary":"From $9.99/user/mo (billed annually). Free tier with up to 5 users. 14-day free trial on paid plans.","currency":"USD","freeTier":true,"sourceUrl":"https://www.teamwork.com/pricing/","retrievedAt":"2026-08-14T11:09:07.265Z","freeTrialDays":14,"startingPrice":{"amount":9.99,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | yes |
| pricing.model | commercial | freemium |
| pricing.price_level | mid | low |
| pricing.transparent | no | yes |
| 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: Vioscale. Generated 2026-09-01T15:18:36.198Z. "-" = undocumented, not absent.*