Compare ConnectWise PSA and Insightly CRM 
Featured Products
At a Glance
Market Segments
Small-Business (67.0% of reviews)
Small-Business (73.0% of reviews)
Entry-Level Pricing
No pricing available
$29/ user, per month (billed annually)
ConnectWise PSA
Star Rating
(518)3.9 out of 5
Market Segments
Small-Business (67.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about ConnectWise PSAInsightly CRM
Star Rating
(932)4.2 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plansConnectWise PSA vs Insightly CRM
When assessing the two solutions, reviewers found Insightly CRM easier to use, set up, and administer. Reviewers also preferred doing business with Insightly CRM overall.
- Reviewers felt that ConnectWise PSA meets the needs of their business better than Insightly CRM.
- When comparing quality of ongoing product support, reviewers felt that Insightly CRM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Insightly CRM over ConnectWise PSA.
Pricing
Entry-Level Pricing
ConnectWise PSA
No pricing availableFree Trial
ConnectWise PSA
No trial information availableInsightly CRM
Free Trial is available
Ratings
Meets Requirements
8.3
436
8.2
790
Ease of Use
7.2
443
8.4
795
Ease of Setup
6.2
226
8.3
352
Ease of Admin
7.1
214
8.5
337
Quality of Support
7.3
408
8.0
677
Has the product been a good partner in doing business?
7.4
212
8.5
322
Product Direction (% positive)
6.9
427
8.0
765
Features by Category
Sales Force Automation
8.5
137
|
Verified
8.5
621
|
Verified
7.9
95
|
Verified
Feature Not Available
7.8
125
|
Verified
8.3
595
|
Verified
8.3
139
|
Verified
8.1
623
|
Verified
7.6
101
|
Verified
7.5
350
|
Verified
8.3
128
8.0
452
|
Verified
8.0
114
|
Verified
7.5
339
|
Verified
8.1
114
|
Verified
7.6
349
|
Verified
8.4
124
|
Verified
8.0
423
|
Verified
Marketing Automation
7.3
85
|
Verified
7.6
406
|
Verified
7.2
88
|
Verified
Feature Not Available
7.4
94
|
Verified
8.1
523
|
Verified
7.4
76
|
Verified
7.6
340
|
Verified
Customer Support
8.4
127
7.8
395
7.6
125
|
Verified
7.8
401
7.7
119
7.9
461
7.5
82
7.6
326
|
Verified
7.9
108
7.8
362
Reporting & Analytics
7.5
139
|
Verified
7.9
527
|
Verified
7.3
137
|
Verified
7.9
551
|
Verified
7.5
112
7.6
388
|
Verified
Mobile & Social
Feature Not Available
7.8
357
|
Verified
Feature Not Available
7.7
353
|
Verified
6.8
95
|
Verified
7.8
416
|
Verified
Platform
7.4
81
7.9
315
|
Verified
7.9
86
8.1
310
|
Verified
8.2
86
8.4
321
|
Verified
7.6
53
8.0
215
|
Verified
7.3
57
7.3
88
7.0
74
7.6
250
|
Verified
8.0
83
8.3
320
|
Verified
7.3
77
7.6
215
|
Verified
Integration
7.7
79
8.0
288
|
Verified
8.0
78
7.6
237
|
Verified
8.5
75
7.3
224
|
Verified
Generative AI
Not enough data
6.8
28
Agentic AI - CRM
6.1
6
7.5
8
5.3
6
8.5
8
6.1
6
7.9
8
5.3
6
8.1
8
5.8
6
7.6
7
5.3
6
7.7
8
6.4
6
7.9
8
Email Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Online Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Campaign Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Social
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting & Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Ticket and Case Management
8.5
232
Not enough data
8.3
229
Not enough data
8.3
224
Not enough data
8.4
214
Not enough data
8.1
201
Not enough data
7.8
216
Not enough data
8.3
224
Not enough data
8.4
167
Not enough data
Generative AI
6.3
9
Not enough data
6.1
9
Not enough data
Agentic AI - Help Desk
4.4
6
Not enough data
4.4
6
Not enough data
4.7
6
Not enough data
Communication Channels
7.6
178
Not enough data
8.5
212
Not enough data
7.7
136
Not enough data
7.1
109
Not enough data
7.5
77
Not enough data
Platform
6.5
85
Not enough data
7.7
96
Not enough data
8.4
104
Not enough data
7.8
88
Not enough data
7.5
195
Not enough data
7.5
203
Not enough data
Customer Management
7.3
48
Not enough data
6.9
49
Not enough data
5.7
44
Not enough data
6.7
51
Not enough data
Project Management
6.6
49
Not enough data
6.6
49
Not enough data
6.6
48
Not enough data
7.2
50
Not enough data
Accounting
6.7
48
Not enough data
7.3
49
Not enough data
6.8
47
Not enough data
6.6
44
Not enough data
6.5
44
Not enough data
Portfolio Management
6.1
44
Not enough data
6.0
43
Not enough data
6.1
43
Not enough data
6.2
42
Not enough data
Analytics
6.0
44
Not enough data
6.6
49
Not enough data
6.1
47
Not enough data
Administration
7.2
49
Not enough data
7.5
50
Not enough data
7.4
47
Not enough data
Platform
7.0
45
Not enough data
6.2
42
Not enough data
6.9
48
Not enough data
5.6
46
Not enough data
4.8
43
Not enough data
Generative AI
4.2
28
Not enough data
4.3
28
Not enough data
Artificial Intelligence - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.2
35
Not enough data
8.6
43
Not enough data
8.3
35
Not enough data
8.7
40
Not enough data
8.0
36
Predictive Analytics
Not enough data
7.9
37
Not enough data
7.9
38
Not enough data
7.8
33
Not enough data
7.8
35
Sales Management
Not enough data
8.5
37
Not enough data
8.1
30
Not enough data
8.7
32
Not enough data
8.8
39
Incident Management
7.6
11
Not enough data
7.3
11
Not enough data
8.5
11
Not enough data
7.0
11
Not enough data
6.5
11
Not enough data
Reporting
7.3
11
Not enough data
7.7
11
Not enough data
6.5
11
Not enough data
Access & Usability
6.5
10
Not enough data
7.8
9
Not enough data
6.7
9
Not enough data
6.7
9
Not enough data
Agentic AI - Service Desk
4.2
6
Not enough data
6.1
6
Not enough data
5.0
6
Not enough data
4.7
6
Not enough data
4.2
6
Not enough data
4.4
6
Not enough data
4.7
6
Not enough data
Categories
Categories
Shared Categories
ConnectWise PSA and Insightly CRM are categorized as CRM
Unique Categories
ConnectWise PSA is categorized as Professional Services Automation, Service Desk, Help Desk, and Marketing Automation
Insightly CRM is categorized as Sales Analytics
Reviews
Reviewers' Company Size
ConnectWise PSA
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Insightly CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
59.5%
Computer & Network Security
8.3%
Computer Networking
5.5%
Computer Software
4.3%
Telecommunications
3.2%
Other
19.2%
Marketing and Advertising
10.1%
Information Technology and Services
6.0%
Construction
4.8%
Computer Software
4.1%
Financial Services
3.9%
Other
71.1%
Alternatives
Discussions
What applications does this tie to in order to maximimize use of other programs?
1 Comment
GG
I am not familiar with the programs you mention, but we somehow integrated with Hubspot for our sales and marketing teams. I was not part of the integration...Read more
ConnectWise PSA has no more discussions with answers
What is the best of linking email to insightly?
2 Comments
MK
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
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