Insightly vs Wealthbox
Insightly fits insightly fits many small-business crm evaluations; Wealthbox fits crm built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
Insightly
CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.
Best for
- • Insightly fits many small-business CRM evaluations
- • Insightly is evaluated here as a CRM/sales tool
- • Insightly combines CRM and project management for service-oriented SMB teams
Starting from $29.00/user/mo
No free plan
VS
Our verdict
There is no universal winner between Insightly and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Insightly is better for
- ✓ Pipeline management
- ✓ Sales automation
- ✓ Reporting
- ✓ Customization
Wealthbox is better for
- ✓ Email capabilities
Tie
- • Ease of use
- • Integrations
- • Administration
Choose Insightly if: Insightly fits many small-business CRM evaluations
Choose Wealthbox if: CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
Wealthbox
Advisor CRM; Basic $59, Pro $75, Premier $99 per user/mo, Enterprise custom.
Best for
- • CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
Starting from $59.00/user/mo
No free plan
Quick verdict
Start here — then dig into the evidence below.
Choose Insightly if…
- Insightly fits many small-business CRM evaluations
- Insightly is evaluated here as a CRM/sales tool
- Insightly combines CRM and project management for service-oriented SMB teams
- You prioritize pipeline management
Choose Wealthbox if…
- CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
- You prioritize email capabilities
Overall recommendation
There is no universal winner between Insightly and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Key trade-off
Insightly trades toward pipeline management; Wealthbox trades toward email capabilities.
Winner by category
Only dimensions with researched evidence for this pair.
| Dimension | Winner | Why |
|---|---|---|
| Ease of use | Tie | Insightly and Wealthbox are close on ease of use (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Sales | Insightly wins | Insightly leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Automation | Insightly wins | Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Email capabilities | Wealthbox wins | Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Reporting | Insightly wins | Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10). |
| Customization | Insightly wins | Insightly leads on customization (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Integrations | Tie | Insightly and Wealthbox are close on integrations (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Administration | Tie | Insightly and Wealthbox are close on administration (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Enterprise suitability | Insightly wins | Insightly leads on scalability (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
Side-by-side feature matrix
Normalized availability from product research — empty rows are not shown.
Core CRM
| Feature | Insightly | Wealthbox |
|---|---|---|
| Contact management | Strong | Strong |
| Lead management | Strong | Strong |
| Pipeline management | Strong | Strong |
| Deal management | Strong | Moderate |
Sales engagement
| Feature | Insightly | Wealthbox |
|---|---|---|
| Email sync | Strong | Strong |
| Email tracking | Not evidenced | Strong |
| Workflow automation | Strong | Strong |
| Sales automation | Strong | Strong |
Reporting
| Feature | Insightly | Wealthbox |
|---|---|---|
| Reporting | Strong | Strong |
| Forecasting | Moderate | Not evidenced |
Platform
| Feature | Insightly | Wealthbox |
|---|---|---|
| Integrations | Strong | Strong |
| Custom fields | Strong | Strong |
| Custom pipelines | Strong | Strong |
| Mobile app | Strong | Strong |
| AI assistance | Moderate | Moderate |
Pricing comparison
Pricing evidence last checked Aug 14, 2026.
Insightly
From $29.00/user/mo
- Plus$29.00/user/mo
- Professional$49.00/user/mo
- Enterprise$99.00/user/mo
Wealthbox
From $59.00/user/mo
- Basic$59.00/user/mo
- Pro$75.00/user/mo
- Premier$99.00/user/mo
- EnterpriseCustom
Seat-count estimates
Labeled estimates from verified starting per-seat pricing — not invoices.
| Seats | Insightly | Wealthbox |
|---|---|---|
| 5 | ~$145.00/mo (Plus × 5) | ~$295.00/mo (Basic × 5) |
| 10 | ~$290.00/mo (Plus × 10) | ~$590.00/mo (Basic × 10) |
| 25 | ~$725.00/mo (Plus × 25) | ~$1,475.00/mo (Basic × 25) |
| 50 | ~$1,450.00/mo (Plus × 50) | ~$2,950.00/mo (Basic × 50) |
Estimate from verified starting per-seat pricing — actual total depends on plan, annual discounts, and add-ons.
Researched list starting prices: Insightly from $29/user/mo; Wealthbox from $59/user/mo. Confirm live vendor pricing before buying.
Best for
Scenario picks from researched strengths — not a universal ranking.
- → Insightly
Best for pipeline management
Insightly leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for sales automation
Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for reporting
Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10).
- → Wealthbox
Best for email capabilities
Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
The differences that actually matter
Pair-specific analysis for Insightly vs Wealthbox — not generic category copy.
Pipeline management
Insightly aheadOn pipeline management, Insightly is ahead. Insightly: Insightly leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.. Wealthbox: Trails Insightly on this criterion. Feature evidence also diverges on Deal management (Insightly: Strong; Wealthbox: Moderate); AI assistance (Insightly: Moderate; Wealthbox: Moderate).
Email capabilities
Wealthbox aheadOn email capabilities, Wealthbox is ahead. Insightly: Trails Wealthbox on this criterion. Wealthbox: Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..
Sales automation
Insightly aheadOn sales automation, Insightly is ahead. Insightly: Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.. Wealthbox: Trails Insightly on this criterion.
Reporting
Insightly aheadOn reporting, Insightly is ahead. Insightly: Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10).. Wealthbox: Trails Insightly on this criterion.
Value for money
DependsValue for money: Insightly — Insightly researched starting price $29/user/mo vs Wealthbox $59/user/mo. Better value depends on which features you need on that plan.. Wealthbox — Insightly researched starting price $29/user/mo vs Wealthbox $59/user/mo. Better value depends on which features you need on that plan..
Pros and cons
Product-specific for this pair — derived from researched outcomes and editorial notes.
Insightly
Pros
- Stronger on pipeline management
- Stronger on sales automation
- Stronger on reporting
- Stronger on customization
Cons
- Trails on email capabilities
Wealthbox
Pros
- Stronger on email capabilities
Cons
- Trails on pipeline management
- Trails on sales automation
- Trails on reporting
Implementation & learning curve
Based on researched setup / ease criteria for this pair.
Insightly
- Comparable ease of use to Wealthbox
- Comparable administration to Wealthbox
Wealthbox
- Comparable ease of use to Insightly
- Comparable administration to Insightly
Integrations
Overlaps and exclusives from product integration data when available.
Insightly: Strong. Wealthbox: Strong.
Who should not choose each product
Decision quality improves when we say who should walk away.
Don't choose Insightly if…
- You need Wealthbox's stronger email capabilities more than Insightly's strengths
- Your primary fit looks closer to: CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
Don't choose Wealthbox if…
- You need Insightly's stronger pipeline management more than Wealthbox's strengths
- You need Insightly's stronger sales automation more than Wealthbox's strengths
- You need Insightly's stronger reporting more than Wealthbox's strengths
- Your primary fit looks closer to: Insightly fits many small-business CRM evaluations
Alternatives worth considering
When neither product is the right fit.
AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.
Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.
Small-business CRM with pipelines, marketing add-ons, and AI assistance on a clear per-user ladder.
Final verdict
Scenario-level close — not a repeat of the intro.
Insightly wins when…
Insightly fits many small-business CRM evaluations
Wealthbox wins when…
CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
- Best for pipeline managementInsightly
- Best for sales automationInsightly
- Best for reportingInsightly
- Best for email capabilitiesWealthbox
Which one should you choose?
Choose Insightly if:
- Insightly fits many small-business CRM evaluations
- Insightly is evaluated here as a CRM/sales tool
- Insightly combines CRM and project management for service-oriented SMB teams
Choose Wealthbox if:
- CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
Product screenshots
Real product UI from our media library — no placeholders.
Insightly
FAQ
- Is Insightly better than Wealthbox?
- There is no universal winner between Insightly and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
- Which CRM fits which team?
- Insightly: Insightly fits many small-business CRM evaluations Wealthbox: CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
- Which is stronger for sales automation?
- Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- Does Insightly or Wealthbox have a free plan?
- Insightly: No free plan. Wealthbox: No free plan.
- How does Insightly vs Wealthbox pricing compare?
- Insightly starts from $29.00/user/mo. Wealthbox starts from $59.00/user/mo. Confirm live vendor pricing before purchasing.
- How did SoftwareGlimpse compare these products?
- We map both products to the same category criteria, then evaluate trade-offs using verified product, pricing and feature evidence. Affiliate relationships never change outcomes.
- reviewInsightly review
- reviewWealthbox review
- pricingInsightly pricing
- pricingWealthbox pricing
- alternativeHubSpot alternative
- alternativePipedrive alternative
- alternativeKeap alternative
- guideWhat Is CRM Software? A Complete Beginner’s Guide
- guideHow CRM Software Works: Records, Pipelines & Activity
- guideTypes of CRM Software: Operational, Suites & Sales CRM Shapes
- categoryCRM hub
- finderFind My CRM
- calculatorCost calculator
Related comparisons
Alternatives to consider
HubSpot
AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.
Pipedrive
Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.
Keap
Nutshell
Small-business CRM with pipelines, marketing add-ons, and AI assistance on a clear per-user ladder.
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