Cliniko vs Insightly: The Complete Buyer's Guide for 2026

Cliniko strengths: Purpose-built for allied health with patient records, treatment notes, telehealth, and Medicare/DVA claiming built into the workflow. Online booking with practitioner availability, service selection, and intake forms reduces receptionist workload and fills empty appointment slots. Insightly strengths: Built-in project management converts won opportunities into active projects with tasks and milestones, bridging the gap between sales and delivery. Relationship linking maps connections between contacts, organisations, and opportunities, showing how deals relate to each other. The features that matter most depend on your team's daily workflows and growth plans. Clever Ops can help you map your requirements to the right platform.

Yes. Cliniko provides a REST API and Insightly provides a REST API, so we can build reliable integrations between them. Common sync patterns include contacts and key records. Our integrations include error handling, retry logic, and monitoring. Clients typically save 8+ hours/week once the integration is live.

ROI depends on three factors: how well the platform is configured, how thoroughly your team adopts it, and how tightly it integrates with your other tools. Cliniko delivers value through Purpose-built for allied health with patient records, treatment notes, telehealth, and Medicare/DVA claiming built into the workflow. Insightly delivers value through Built-in project management converts won opportunities into active projects with tasks and milestones, bridging the gap between sales and delivery. A poorly set-up tool delivers less value than a well-implemented one, regardless of platform. Clever Ops focuses on maximising your return through proper implementation and ongoing optimisation.

Switching costs include data migration, team retraining, workflow rebuilding, and potential downtime. Cliniko pricing: Solo from approximately $55/month (1 practitioner), Team from approximately $109/month (2-5 practitioners), Growing from approximately $179/month (6-10 practitioners), Large from approximately $279/month (AUD). Insightly pricing: Plus from approximately $44/user/month, Professional from approximately $69/user/month, Enterprise from approximately $139/user/month (AUD). Beyond licensing costs, budget for implementation (Clever Ops typically completes migrations in 4-8 weeks) and training. We run parallel systems during transitions and provide 3 months of post-migration support to minimise disruption.

Cliniko handles industry tools (patients, appointments, invoices), while Insightly covers crm & sales (contacts, organisations, opportunities). The key is connecting them so data flows automatically between both systems. Clever Ops builds these integrations, eliminating manual data entry and reducing errors across your operations.

Since Cliniko (industry tools) and Insightly (crm & sales) serve different functions, many businesses run both. The key is connecting them so data flows automatically. Clever Ops builds these integrations, keeping your core records in sync across both platforms.

Cliniko: Solo from approximately $55/month (1 practitioner), Team from approximately $109/month (2-5 practitioners), Growing from approximately $179/month (6-10 practitioners), Large from approximately $279/month (AUD). Annual billing discounts.. Insightly: Plus from approximately $44/user/month, Professional from approximately $69/user/month, Enterprise from approximately $139/user/month (AUD). All plans billed annually. Free plan discontinued.. When comparing costs, factor in per-user charges, add-on modules, and implementation costs, not just the headline price. Clever Ops can model the total cost of ownership for your team size during a free assessment.

Yes, both platforms are used by Australian businesses. Cliniko is popular with Healthcare & Allied Health in Australia. Insightly is widely used by Professional Services and Manufacturing. Key Australian considerations include AUD pricing, local support hours, GST handling, and data residency. Cliniko offers Australian-specific pricing. Clever Ops, based in Gippsland, Victoria, factors these nuances into every recommendation.