Which should you pick?
Choose Insightly if your team is sales-first and needs lead routing, workflow automation and a configurable CRM, with delivery and billing elsewhere. Choose Workspace369 if you sell and deliver client work and want proposals, projects, time, invoices and the client portal on the same record. Billed annually, five people on Insightly Plus cost $145 a month; Workspace369 Specialist is $119.25 a month billed yearly and includes 10 seats. Insightly prices checked October 23, 2026.
Insightly is a sales CRM with project management included, from $29 per user a month billed annually. Its CRM pricing page doesn't list invoices, a client portal, or time tracking, and quotes appear only on Enterprise at $99 per user. Workspace369 starts at $23.25/mo billed annually ($29 monthly) with proposals, projects, time tracking, invoices, and a client portal on one client record, and includes seats by plan.
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Workspace369 is now an approved plugin in ChatGPT. Read the announcement
Reviewed October 23, 2026 using public product pages, pricing pages, and Workspace369's current product scope.
Facts last verified October 23, 2026 from Insightly's public pages. Insightly is a trademark of its owner; Workspace369 isn't affiliated with or endorsed by it. Spot an error? Tell us at support@workspace369.com and we'll fix it.
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
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At a glance
| Insightly | Workspace369 | |
|---|---|---|
| Best for | Insightly Sales-first teams managing leads, contacts, and opportunities. | Workspace369 Service businesses and small teams delivering proposal-based client work. |
| Pricing model | Insightly Insightly lists its CRM at $29 (Plus), $49 (Professional), and $99 (Enterprise) per user a month, billed annually, with a 14-day free trial on Plus and Professional and Enterprise sold through sales. Prices checked on the official pricing page, October 23, 2026. | Workspace369 Plans per workspace with seats included: $29/mo for 1 seat up to $699/mo for 50 seats, with texts and calls from Voyager and IVR and call queues from Specialist. |
| Client layer | Insightly No client portal listed on the CRM plans. | Workspace369 CRM, client portal, proposals, invoices, and reporting in one record, with payment plans from Specialist. |
Switching
Insightly's CRM pricing page lists lead and contact management, project management, reports, routing, and automation, but no invoices, client portal, or time tracking, checked October 22, 2026. Insightly pricing ↗
In Workspace369 Workspace369 includes invoices, time tracking, and a client portal on every plan, starting with Cadet at $23.25/mo billed annually.
Insightly lists products, price books, and quotes only on Enterprise, $99 per user a month billed annually, checked October 23, 2026. Insightly pricing ↗
In Workspace369 Proposals with catalog options and e-signature are on every Workspace369 plan.
Insightly Plus is $29 and Professional $49 per user a month, billed annually, checked October 23, 2026. Insightly pricing ↗
In Workspace369 Billed annually, Workspace369 Specialist is $119.25/mo for 10 seats, against $290 for 10 users on Insightly Plus.
Themes come from Insightly's own pricing and help pages and from public reviews, checked October 23, 2026. Insightly may have changed since; check the linked source.
The two products
Insightly
Insightly is a strong fit for sales-first teams that want a configurable CRM with lead routing, workflow automation, and optional marketing and service products.
Workspace369
Workspace369 is a strong fit for service businesses and small teams that sell and deliver client work and want proposals, projects, time tracking, invoices, and a client portal on one client record.
Feature comparison
| Area | Insightly | Workspace369 |
|---|---|---|
| Primary fit | Insightly Sales-first teams managing leads, contacts, and opportunities. | Workspace369 Service businesses and small teams delivering proposal-based client work. |
| Projects and time | Insightly Project management on Plus; time tracking not listed. | Workspace369 Projects with tasks on every plan, Gantt views from Voyager; timers, timesheets with approvals, and time-to-invoice on every plan. |
| Leads and pipeline | Insightly Lead and contact management on Plus; lead assignment and routing on Professional. | Workspace369 Lead capture and routing on every plan, with each request's channel (form, funnel or page) recorded and UTM parameters captured in hidden form fields; lead-source tagging and segmentation on clients from Voyager. |
|---|---|---|
| Proposals and invoices | Insightly Quotes with products and price books on Enterprise; invoices not listed. | Workspace369 Proposals, invoices, recurring invoices, and retainers on every plan; payment plans from Specialist. |
| Client access | Insightly No client portal listed on the CRM plans. | Workspace369 Client portal on every plan, where clients see files, invoices, and messages and sign proposals and contracts. |
| Pricing model | Insightly Plus $29, Professional $49, Enterprise $99 per user a month billed annually, checked October 23, 2026. | Workspace369 Flat plans by seats, from 1 seat to 50: $23.25 to $559.25 a month billed annually, or $29 to $699 billed monthly. |
| Best reason to choose each | Insightly Your team is sales-first and wants a configurable CRM with routing and automation. | Workspace369 You run client work and want proposals, projects, time, and invoices in one workspace. |
Comparison based on public product positioning and Workspace369's current feature set, reviewed October 23, 2026. Exact fit depends on your workflow, team size, and implementation needs.
Pricing and value
| Insightly source ↗ | |
|---|---|
| Plus | $29/user/mo, billed annually — Lead and contact management, project management, advanced reports, and pre-built dashboards. |
| Professional | $49/user/mo, billed annually — Adds lead assignment and routing, workflow automation, and AI Copilot. |
| Enterprise | $99/user/mo, billed annually — Adds sandboxes, products, price books and quotes, and audit logging; contact sales. |
| Workspace369 all plans → | |
|---|---|
| Cadet | $29/mo — 1 seat, invoices, proposals, clients, projects, tasks, notes, calendar, and starter inbox tools. |
| Voyager | $74/mo — 2 seats, a business number for calls and texts, shared inbox, missed-call text back, and task dependencies. |
| Specialist | $149/mo — 10 seats, IVR, call queues and call recording, AI call summaries, expenses, payment plans, and basic accounting. |
| Commander | $299/mo — 20 seats, full accounting, unlimited and AI-drafted workflows, advanced AI, and dedicated support. |
Ten users on Insightly Plus cost $290/mo billed annually, and $490/mo on Professional. On yearly billing, Workspace369 Specialist is $119.25/mo for 10 seats, with proposals, invoices, time tracking and a client portal included.
| Workflow | Separate stack | Workspace369 |
|---|---|---|
| CRM and client records | Separate stack CRM, spreadsheets, lead forms | Workspace369 Built in |
| Projects, tasks, and calendar | Separate stack Project management app, scheduler, task board | Workspace369 Built in |
| Inbox, SMS, voice, voicemail | Separate stack Email helpdesk, phone system, SMS tool | Workspace369 Built in by plan |
| Proposals, invoices, and payments | Separate stack Proposal tool, invoicing app, payment processor | Workspace369 Built in |
| Files, notes, and client context | Separate stack Docs, cloud drive, client portal | Workspace369 Built in |
| AI, automations, and reporting | Separate stack AI assistant, automation tool, dashboard/reporting layer | Workspace369 Built in by plan |
| Expenses, accounting, and inventory | Separate stack Accounting app, expense tracker, inventory system | Workspace369 Built in by plan |
Reviewed October 23, 2026. Pricing and packaging can change — verify current details with each vendor before deciding. The goal is a buyer-useful comparison, not a pretend scorecard.
Decision
Switching
Your workspace is ready in minutes — pick a plan later, no migration call required.
Bring clients, contacts, and open invoices in with CSV import instead of retyping anything.
Hook up Google Calendar, your inbox, and Stripe so schedules, conversations, and payments land in one place.
Run your next client project end-to-end — request to proposal to invoice — and cancel the old stack when it sticks.
Product tour
FAQ
Insightly tracks the sale. Workspace369 runs the client work after it.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
