Insightly

★★★★ 4
VS

Shortcut

★★★★ 4.4
Feature Insightly Shortcut
Pricing Free / from $29/mo Free / from $8.5/mo
Free Plan ✓ Yes ✓ Yes
Rating 4 / 5 4.4 / 5
Best For growing-businesses, project-based-companies, professional-services, mid-market software-teams, startups, engineering-managers, product-teams
Founded 2009 2016
Contact Management
Pipeline Management
Project Management
Workflow Automation
Email Tracking
Reporting
Stories
Epics
Iterations
Milestones
Api
Integrations

✓ 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

✓ Shortcut Pros

  • Intuitive UI for engineering teams
  • Great API and integrations
  • Flexible iteration planning
  • Excellent GitHub integration

✗ Shortcut Cons

  • Limited reporting on free plan
  • No time tracking built-in
  • Smaller ecosystem than Jira

The Verdict

Insightly is built for growing businesses and project based companies, with a focus on contact-management and pipeline-management. Shortcut targets software teams and startups and leads with stories and epics.

On pricing, Shortcut is the clear winner for budget-conscious users — starting at $8.5/mo compared to $29/mo for Insightly. That $20.5/mo difference adds up quickly for growing teams.

Both offer free plans, so you can test each with your real workflow before committing to a subscription.

Shortcut edges out on user ratings (4.4 vs 4). While both are well-regarded, that gap reflects real differences in user satisfaction worth considering.

Bottom line: Shortcut has a slight overall edge — but if crm plus project management matters most to you, Insightly may still be the right call.

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