Insightly's pitch is CRM + project management in one product — a hybrid that suits agencies and service businesses where every won deal turns into a project. For teams that already run a project tool, the bundle is more surface than they need.
Ten lenses for picking the right shape of CRM.
Insightly
Bundled suite — Insightly CRM (with built-in project management), Insightly Marketing, Insightly Service, and AppConnect under one roof. Opportunities can be promoted to projects with milestones and tasks.
Syncek
Focused CRM — contacts, deals, pipelines, and notes. Project work stays in Linear, Asana, ClickUp or Notion; marketing automation stays in your email tool.
Insightly
Agencies and service businesses where every won deal turns into a delivery project. Plus, Professional, and Enterprise tiers shape the curve from 1 user to mid-market.
Syncek
Small businesses with 1–50 people who need a real CRM without a project module attached.
Insightly
Hours to weeks. The CRM module alone is reasonably quick, but enabling Projects, Marketing, or AppConnect adds setup and admin time on top.
Syncek
Minutes. Drop a CSV, map columns, start. No project module to configure, no admin role to define.
Insightly
Custom fields, custom objects, and Lambda functions for advanced logic. Powerful, but workflow automation and advanced dashboards live on Professional and Enterprise tiers.
Syncek
20+ typed fields, custom pipelines, and saved views on every paid tier. No premium add-on for what most small teams consider table stakes.
Insightly
Per-user, per-month for CRM across Plus, Professional, and Enterprise — but Marketing and AppConnect are billed per-account (Marketing in flat tiers, AppConnect metered by tasks with a setup fee). A full bundle stacks across pricing models, not just users.
Syncek
Flat per-user per-month, monthly or annual. Three tiers, one product, no per-module stacking.
Insightly
First-class. Opportunities convert into projects with milestones, pipelines, tasks and email integration — the core Insightly differentiator.
Syncek
Out of scope. Pair Syncek with the project tool your team already uses; the CRM does not pretend to deliver work.
Insightly
Record-detail pages with inline edits and list-view edits, but the spreadsheet metaphor is not the design center. Project Gantt and milestone views shape much of the UI.
Syncek
Spreadsheet-familiar inline editing across every view. Click a cell, type, move on — same muscle memory teams already have.
Insightly
Localization is partial. The product is anchored to the US/UK market; Spanish docs, community, and support patterns are thin.
Syncek
EN and ES are first-class from day one — product, marketing site, docs, and support all bilingual with peninsular Spanish copy.
Insightly
CSV export from Settings → Import/Export and REST API access on paid tiers. AppConnect workflows, project task hierarchies, and Insightly Marketing journeys do not export.
Syncek
Export anything to CSV or JSON anytime, including after cancellation. No retention games, no module-specific export gaps.
Insightly
Running CRM and delivery in one place when every won deal really does turn into a project worth tracking inside the same tool.
Syncek
Running the daily CRM job — pipeline, contacts, deals — without inheriting a project module you would rather not learn.
Four steps, usually a single afternoon for under ~5,000 records. The hardest part is deciding which Insightly modules to retire.
From Settings → Import/Export, export Contacts, Organizations, Leads, and Opportunities as CSV. For larger or filtered datasets, use the Insightly REST API to pull the same objects. Note: AppConnect workflows, project task hierarchies, and Insightly Marketing journeys do not export — those are the boundary of the migration.
Syncek's import wizard previews each column and lets you pick the field type (phone, email, currency, stage, relation). Insightly custom fields map cleanly to typed fields in Syncek; multi-select custom fields become select fields, and tag fields become labels.
Insightly Opportunity stages become Syncek pipeline stages — same names, same order. Probabilities are optional. Saved views replace Insightly list views and dashboard tiles; recreate the three or four you actually use, skip the rest.
The Projects module, Insightly Marketing journeys, Insightly Service tickets, and AppConnect workflows do not come along. Most small teams move project work to Linear or Asana and email to a focused tool; if you depend on the Insightly bundle end-to-end, keep Insightly for those modules and pair it with Syncek for the CRM side.
If you run an agency or service business where every won deal becomes a project, and you'd rather keep both in one tool — Insightly's bundle is the right shape. Syncek is the right call when you already have a project tool (Linear, Asana, ClickUp, Notion) and just need the CRM next to it.