Insightly

★★★★ 4
VS

LionDesk

★★★★ 4
Feature Insightly LionDesk
Pricing Free / from $29/mo From $25/mo
Free Plan ✓ Yes ✗ No
Rating 4 / 5 4 / 5
Best For growing-businesses, project-based-companies, professional-services, mid-market solo-agents, new-agents, small-teams, budget-conscious-agents
Founded 2009 2014
Contact Management
Pipeline Management
Project Management
Workflow Automation
Email Tracking
Reporting
Video Email
Text Messaging
Drip Campaigns
Ai Lead Assist
Transaction Management

✓ Insightly Pros

  • CRM plus project management
  • Good workflow automation
  • AppConnect integration platform
  • Affordable pricing

✗ Insightly Cons

  • Interface feels dated
  • Limited marketing features
  • Reporting could be stronger

✓ LionDesk Pros

  • Very affordable for agents
  • Video email and texting
  • AI lead assist feature
  • Easy to set up

✗ LionDesk Cons

  • Limited advanced features
  • Interface could be more polished
  • Basic reporting

The Verdict

Insightly is built for growing businesses and project based companies, with a focus on contact-management and pipeline-management. LionDesk targets solo agents and new agents and leads with contact-management and video-email.

Pricing is close: LionDesk starts at $25/mo versus $29/mo for Insightly — not a deciding factor on its own.

Insightly has a free plan, which gives it a meaningful edge for individuals and small teams exploring their options. LionDesk requires a paid subscription from day one.

This is a genuinely close comparison. If you can, sign up for both free trials (where available) and run a one-week test with your actual team tasks before deciding.

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