Insightly vs SimPRO

Insightly vs SimPRO — An Honest Breakdown for mid-market Australian businesses

Wondering whether Insightly or SimPRO is the better fit for Professional Services? We break down features, pricing, and real-world suitability so you can choose with confidence — backed by 12+ of hands-on experience.

12
Features compared
50+
Clients advised
98%
Client retention
12+
Years experience

Feature Comparison

Side-by-side feature ratings for Insightly and SimPRO.

Contact management

Insightly

SimPRO

SimPRO significantly outperforms Insightly on contact management, making it the stronger choice for businesses that prioritise this area.

Pipeline management

Insightly

SimPRO

SimPRO significantly outperforms Insightly on pipeline management, making it the stronger choice for businesses that prioritise this area.

Email automation

Insightly

SimPRO

SimPRO significantly outperforms Insightly on email automation, making it the stronger choice for businesses that prioritise this area.

Reporting and analytics

Insightly

SimPRO

SimPRO has a slight edge in reporting and analytics.

Integration ecosystem

Insightly

SimPRO

SimPRO edges out Insightly on integration ecosystem, though the gap is modest enough that other factors may matter more.

Mobile app

Insightly

SimPRO

On mobile app, SimPRO is marginally stronger — but Insightly still delivers a solid experience here.

Industry fit

Insightly

SimPRO

SimPRO significantly outperforms Insightly on industry fit, making it the stronger choice for businesses that prioritise this area.

Job management

Insightly

SimPRO

Insightly holds a small advantage in job management. For most mid-market Australian businesses, this difference alone would not drive the decision.

Quoting and invoicing

Insightly

SimPRO

For Professional Services that rely on strong quoting and invoicing, Insightly is the more capable option in our assessment.

Scheduling and dispatch

Insightly

SimPRO

SimPRO has a slight edge in scheduling and dispatch.

Mobile field access

Insightly

SimPRO

SimPRO holds a small advantage in mobile field access. For most mid-market Australian businesses, this difference alone would not drive the decision.

Compliance features

Insightly

SimPRO

Insightly holds a small advantage in compliance features. For most mid-market Australian businesses, this difference alone would not drive the decision.

Pricing Comparison

General pricing information for each platform.

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.

SimPRO

Custom pricing

Pricing may vary based on team size, features, and region. Contact the vendor for the latest Australian pricing.

Pros & Cons

An honest look at the strengths and limitations of each platform.

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

SimPRO

Pros

  • Well-documented REST API for custom integrations
  • Well-established platform with strong market presence
  • Cloud-based with reliable uptime
  • Regular platform updates and improvements
  • Strong fit for Trades & Construction workflows

Cons

  • Onboarding documentation could be more comprehensive
  • May be too specialised for diverse businesses
  • Narrower industry focus — mainly used in Trades & Construction sectors
  • Support response times vary by plan tier

Best For

Which tool suits which use case.

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

Choose SimPRO if you need

  • Teams needing extensive third-party integrations
  • Complex data models (jobs, quotes, invoices and more)
  • Trades & Construction businesses
  • Manufacturing organisations
  • Field service operations

Expert Verdict

Our Harvard-educated consultants' take on this comparison.

Clever Ops Recommendation

Insightly and SimPRO sit in different parts of your tech stack — crm & sales and industry tools respectively. Rather than choosing one over the other, the smarter question is how to make them work together seamlessly. With 12+ of integration experience, Clever Ops can design a workflow where both tools complement each other perfectly.

Migration Notes

What to know about switching between Insightly and SimPRO.

Migrating Between Insightly and SimPRO

Migrating between Insightly and SimPRO requires careful planning since they serve different functions. Clever Ops identifies the data overlap (your core data), builds custom mapping logic, and ensures nothing falls through the cracks. Even cross-category migrations typically complete within 4-8 weeks with our structured process.

Insightly vs SimPRO FAQ

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