Agiled vs Insightly: Complete Comparison (2026)
Agiled and Insightly both manage clients, but they emphasize different parts of the journey. Insightly is a CRM with built-in light project management, focused on contacts, pipelines, and post-sale handoff. Agiled is an all-in-one business platform that carries a lead from CRM through proposal, contract, project, time, invoice, payment, and a branded client portal. One is a CRM that adds projects; the other runs the whole client business.
Insightly is a well-known CRM used by sales and service teams for contact management, pipelines, and workflow automation, with light project tracking after the sale. Its CRM plans are per user, billed annually: Plus at $29/user/month, Professional at $49/user/month, and Enterprise at $99/user/month. There is no monthly billing option, and the free plan was discontinued in October 2024. Marketing and Service are separate Insightly products, sold standalone or as "All-in-One" bundles ($349-$2,599/month). Insightly holds about 4.2/5 on G2 and 4.0/5 on Capterra.
Agiled covers the full client lifecycle: CRM with deal pipelines, proposals with interactive pricing, contracts with e-signatures, project management with Kanban and Gantt, time tracking, invoicing, scheduling, branded client portals, HR, and AI agents. The free plan is a limited single-user workspace. Paid plans start with Starter at $29/month ($24/month billed annually) for solo client operations, and Pro at $69/month ($59/month billed annually) for 3 seats. Agiled holds a 4.7/5 on G2.
This comparison covers where each leads and which fits your business.
Quick comparison (TLDR)
Insightly is a capable CRM: contact and lead management, customizable pipelines, workflow automation, and good integrations, plus light project management so you can hand a won deal to a delivery checklist. For teams whose primary need is a CRM with some post-sale tracking, it does that job well.
But Insightly stops short of running a service business end to end. There is no native invoicing or payments, no e-signed proposal/contract suite, and its project management is light (not full Kanban/Gantt delivery). Marketing and customer service are separate paid products, so an "all-in-one" Insightly setup means buying multiple modules (the bundles run $349-$2,599/month). Pricing is per user, annual-only, and rises steeply ($29 to $49 to $99).
Agiled keeps a full CRM pipeline and continues through proposals, contracts, projects, time, invoicing, and a branded portal in one plan. Its CRM is solid for the lead-to-client lifecycle, though dedicated sales orgs that need only deep CRM customization may still prefer a specialist.
The bottom line: If you mainly need a CRM with light project tracking and will add billing and delivery elsewhere, Insightly is a reasonable fit. If you want CRM plus invoicing, proposals, contracts, projects, and a client portal in one tool, Agiled is the better fit and usually cheaper.
Key differences at a glance
- Core purpose: Insightly is a CRM with light PM. Agiled is all-in-one business management.
- Invoicing: Agiled includes invoicing and payments. Insightly has none natively.
- Proposals/contracts: Agiled includes interactive proposals and e-signed contracts. Insightly does not.
- Project management: Agiled includes Kanban/Gantt. Insightly's PM is light.
- Client portal: Agiled includes a branded portal. Insightly does not.
- Pricing: Insightly is $29-99/user/month, annual-only; marketing/service cost extra.
CRM and sales pipeline
Insightly
Solid, customizable CRM. Insightly offers contact and lead management, multiple pipelines, custom fields, workflow automation (higher tiers), and a strong set of integrations. It is a genuine CRM strength and the core of the product.
Agiled
Full lifecycle CRM. Agiled's CRM includes contacts, companies, customizable deal pipelines, forecasting, activity timelines, and automation that triggers proposals, creates projects on close, and starts onboarding, then continues into delivery and billing.
Verdict
Insightly goes a bit deeper on pure CRM customization at higher tiers. Agiled's CRM covers the same lead-to-client flow and connects directly to the rest of the business.
Invoicing and payments
Insightly
Not native. Insightly does not create invoices or collect payments. You connect a separate accounting or invoicing tool and sync data.
Agiled
Built-in invoicing and payments. Agiled includes invoices, estimates, recurring billing, multi-currency, and online payments through Stripe and PayPal at standard rates, tied to projects and the CRM.
Verdict
Agiled wins by default. Insightly has no native billing, so a service business must add and sync a billing tool.
Proposals, contracts, and projects
Insightly
Light delivery, no proposal suite. Insightly includes light project management to track post-sale work, but not full Kanban/Gantt delivery, and it has no interactive proposal builder or e-signature contract workflow.
Agiled
Full delivery and documents. Agiled includes a proposal builder with interactive pricing, contracts with e-signatures, and full project management (Kanban, Gantt, dependencies, time tracking), with signed proposals converting into projects and invoices.
Verdict
Agiled wins for businesses that deliver and bill work. Insightly's project tracking is lighter and its document/proposal capabilities are not built in.
Pricing comparison
| Feature | Agiled | Insightly |
|---|---|---|
| Free plan | Yes: limited 1-user workspace | No (discontinued Oct 2024) |
| Billing | Monthly or annual | Annual only |
| Entry plan | Starter: $29/month ($24 annual), 1 seat | Plus: $29/user/month (annual) |
| Mid plan | Pro: $69/month ($59 annual), 3 seats | Professional: $49/user/month (annual) |
| Top plan | Business: $249/month, 15 seats | Enterprise: $99/user/month (annual) |
| Invoicing | Included | Not available |
| Proposals/contracts | Included with e-sign | Not available |
| Project management | Included (Kanban, Gantt) | Light |
| Client portal | Branded portal | Not available |
| Marketing/service | CRM + tickets included | Separate paid products |
Total cost analysis
Solo consultant:
- Insightly Plus ($29/user/month, annual) is CRM only; add invoicing and proposal tools ($30-70/month) for the full workflow.
- Agiled Starter ($29/month) includes CRM, proposals, contracts, invoicing, and projects.
3-person agency:
- Insightly Professional (3 x $49 = $147/month) plus separate invoicing, proposal, and project tools.
- Agiled Pro ($69/month for 3 seats) with all of that included.
Team wanting CRM + marketing + service:
- Insightly's All-in-One bundles run $349-$2,599/month depending on tier.
- Agiled includes CRM and support tickets in its standard plans.
The stack problem: Insightly is CRM-first. A service business using it still pays for invoicing, proposals/contracts, full project management, and a client portal separately, and Insightly's marketing/service modules are additional products. Agiled bundles the lifecycle into one plan, so consolidating typically lowers total cost.
User reviews and ratings
| Platform | Agiled | Insightly |
|---|---|---|
| G2 | 4.7/5 | ~4.2/5 |
| Capterra | N/A | ~4.0/5 |
Insightly is well-regarded as a CRM with built-in project tracking and good integrations. The most common critiques are limited customization at lower tiers, reporting depth, and cost as you scale across modules. Agiled's G2 rating (4.7/5) reflects satisfaction with the all-in-one breadth and team-friendly pricing.
Who should choose Insightly
- Sales and service teams whose primary need is a CRM with light post-sale project tracking.
- Teams that want strong integrations and a familiar CRM data model.
- Organizations already using Insightly Marketing or Service modules.
Who should choose Agiled
- Service businesses that want CRM plus invoicing, proposals, contracts, projects, and a portal in one tool.
- Freelancers and agencies who want lead-to-paid without a stack.
- Teams that want monthly billing and a free tier to start.
Who should NOT choose Insightly
- Service businesses that need native invoicing, e-signed contracts, and full project delivery.
- Teams that want a branded client portal for projects and payments.
- Buyers who want monthly billing (Insightly is annual-only).
Who should NOT choose Agiled
- Pure sales organizations that need the deepest CRM customization and already handle delivery and billing elsewhere.
FAQ
Does Insightly include invoicing?
No. Insightly is a CRM and does not create invoices or collect payments natively; you connect a separate accounting or invoicing tool. Agiled includes invoicing, estimates, recurring billing, and online payments built in.
Is Insightly an all-in-one platform?
Partly. Insightly's core is CRM with light project management. Marketing and Service are separate Insightly products, sold standalone or as All-in-One bundles ($349-$2,599/month). Agiled includes CRM, proposals, contracts, projects, invoicing, and a client portal in one plan.
How much does Insightly cost in 2026?
Insightly CRM is per user, billed annually: Plus $29/user/month, Professional $49/user/month, and Enterprise $99/user/month. There is no monthly billing option, and the free plan was discontinued in October 2024. Agiled starts at $29/month ($24 annual) with monthly or annual billing and a limited free tier.
Can Agiled replace Insightly?
For most service businesses, yes: Agiled includes a full CRM pipeline plus invoicing, proposals, contracts, full project management, and a client portal that Insightly lacks. Dedicated sales teams that need only deep CRM customization may prefer a specialist CRM.
Is Agiled cheaper than Insightly?
Often, yes, once you count the full stack. Insightly is $29-99/user/month and adds separate billing, proposal, and project tools, plus paid marketing/service modules. Agiled bundles the lifecycle into one plan, so consolidating typically lowers total cost.
Related comparisons:
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