Cliniko vs Insightly: The Complete Buyer's Guide for 2026
Our Harvard-educated consultants have implemented both Cliniko and Insightly for Australian businesses. Here is what 12+ of experience has taught us about choosing between them.
Feature Comparison
Side-by-side feature ratings for Cliniko and Insightly.
| Feature | Cliniko | Insightly | Notes |
|---|---|---|---|
| Industry fit | When it comes to industry fit, Cliniko pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team. | ||
| Job management | Cliniko significantly outperforms Insightly on job management, making it the stronger choice for businesses that prioritise this area. | ||
| Quoting and invoicing | For quoting and invoicing, both platforms deliver a similar experience — neither has a clear advantage. | ||
| Scheduling and dispatch | When it comes to scheduling and dispatch, Insightly pulls clearly ahead of Cliniko — a factor worth weighing if this capability is important to your team. | ||
| Mobile field access | Both Cliniko and Insightly offer comparable mobile field access capabilities. | ||
| Compliance features | For compliance features, both platforms deliver a similar experience — neither has a clear advantage. | ||
| Contact management | When it comes to contact management, Cliniko pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team. | ||
| Pipeline management | For Healthcare & Allied Health that rely on strong pipeline management, Cliniko is the more capable option in our assessment. | ||
| Email automation | For Healthcare & Allied Health that rely on strong email automation, Cliniko is the more capable option in our assessment. | ||
| Reporting and analytics | When it comes to reporting and analytics, Insightly pulls clearly ahead of Cliniko — a factor worth weighing if this capability is important to your team. | ||
| Integration ecosystem | Cliniko has a notable advantage in integration ecosystem. | ||
| Mobile app | When it comes to mobile app, Cliniko pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team. |
Industry fit
Cliniko
Insightly
When it comes to industry fit, Cliniko pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.
Job management
Cliniko
Insightly
Cliniko significantly outperforms Insightly on job management, making it the stronger choice for businesses that prioritise this area.
Quoting and invoicing
Cliniko
Insightly
For quoting and invoicing, both platforms deliver a similar experience — neither has a clear advantage.
Scheduling and dispatch
Cliniko
Insightly
When it comes to scheduling and dispatch, Insightly pulls clearly ahead of Cliniko — a factor worth weighing if this capability is important to your team.
Mobile field access
Cliniko
Insightly
Both Cliniko and Insightly offer comparable mobile field access capabilities.
Compliance features
Cliniko
Insightly
For compliance features, both platforms deliver a similar experience — neither has a clear advantage.
Contact management
Cliniko
Insightly
When it comes to contact management, Cliniko pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.
Pipeline management
Cliniko
Insightly
For Healthcare & Allied Health that rely on strong pipeline management, Cliniko is the more capable option in our assessment.
Email automation
Cliniko
Insightly
For Healthcare & Allied Health that rely on strong email automation, Cliniko is the more capable option in our assessment.
Reporting and analytics
Cliniko
Insightly
When it comes to reporting and analytics, Insightly pulls clearly ahead of Cliniko — a factor worth weighing if this capability is important to your team.
Integration ecosystem
Cliniko
Insightly
Cliniko has a notable advantage in integration ecosystem.
Mobile app
Cliniko
Insightly
When it comes to mobile app, Cliniko pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.
Pricing Comparison
General pricing information for each platform.
Cliniko
From ~$45/month
Pricing is indicative only and subject to change. We recommend contacting the vendor for a tailored quote based on your Australian business needs.
Insightly
Free tier available; paid from ~$29/user/month
Prices shown are approximate and may differ based on your plan, team size, and billing cycle. Verify directly with the vendor for current AUD rates.
Pros & Cons
An honest look at the strengths and limitations of each platform.
Cliniko
Pros
- Mobile-friendly interface
- Rich data model covering patients, appointments, invoices and more
- Strong fit for Healthcare & Allied Health workflows
- Active user community and resources
- Purpose-built for industry-specific needs
Cons
- May be too specialised for diverse businesses
- Large ecosystem can make choosing the right integrations overwhelming
- Smaller development team than general tools
- Onboarding documentation could be more comprehensive
Insightly
Pros
- Cloud-based with reliable uptime
- Well-documented REST API for custom integrations
- Active user community and resources
- Well-established platform with strong market presence
- Centralised customer data for better sales outcomes
Cons
- Complex data model may require expert configuration
- Can require significant setup and customisation
- May not suit every workflow without customisation
- Data migration from other CRMs can be tricky
Best For
Which tool suits which use case.
Choose Cliniko if you need
- ✓ Healthcare & Allied Health businesses
- ✓ Field service operations
- ✓ Moderate data needs (patients, appointments)
- ✓ Teams needing extensive third-party integrations
- ✓ Specialised compliance
Choose Insightly if you need
- ✓ Teams needing extensive third-party integrations
- ✓ Professional Services businesses
- ✓ Managing customer relationships
- ✓ Complex data models (contacts, organisations, opportunities and more)
- ✓ Manufacturing organisations
Expert Verdict
Our Harvard-educated consultants' take on this comparison.
Clever Ops Recommendation
Comparing Cliniko and Insightly is a bit like comparing apples and oranges — they solve different problems. Cliniko handles your industry tools needs, while Insightly covers crm & sales. The value of this comparison lies in understanding how they work together. Clever Ops specialises in connecting these kinds of complementary tools for mid-market Australian businesses.
Migration Notes
What to know about switching between Cliniko and Insightly.
Migrating Between Cliniko and Insightly
A successful migration from Cliniko to Insightly (or vice versa) is not just about data — it is about your team. Clever Ops handles the technical migration of your core data and custom fields, but we also provide hands-on training so your team is confident on the new platform from day one. The full process, including training, typically takes 4-8 weeks.
Cliniko vs Insightly FAQ
Related Comparisons
Other popular comparisons involving Cliniko or Insightly.
Explore These Tools
Need Help Choosing?
Join 50+ Australian businesses that trust Clever Ops for objective, vendor-neutral technology advice.