Insightly vs Help Scout: Which Should You Choose in 2026?

Choosing between Insightly and Help Scout comes down to understanding what each tool does best. This comparison breaks down the key differences so you can make an informed decision based on your specific needs, not marketing claims.

Short on time? Here's the quick answer

We've tested both tools. Here's who should pick what:

Insightly

Modern, scalable CRM platform with AI, marketing automation, and customer service for growing businesses.

Best for you if:

  • • You want the higher-rated option (8.5/10 vs 8.4/10)
  • • You want to try before committing
  • • You need crm features specifically
  • Unified CRM, marketing automation, and customer service platform.
  • AI-powered features like Copilot automate tasks and enhance sales efficiency.

Help Scout

Customer support for growing teams

Best for you if:

  • • You need help desk features specifically
  • Help Scout is a customer service platform with shared inboxes and knowledge base
  • It provides email-based support, docs, and live chat with a focus on simplicity
At a Glance
InsightlyInsightly
Help ScoutHelp Scout
Price
Free + PaidPaid
Best For
CRMHelp Desk
Rating
85/10084/100
FeatureInsightlyHelp Scout
Pricing ModelFreemiumPaid
Editorial Score
85
84
Community RatingNo ratings yetNo ratings yet
Total Reviews00
Community Upvotes
0
0
Categories
CRMSales Engagement
Help DeskLive Chat

Understanding the Differences

Both Insightly and Help Scout solve similar problems, but they approach them differently.Insightly positions itself as "modern, scalable crm platform with ai, marketing automation, and customer service for growing businesses." while Help Scoutfocuses on "customer support for growing teams". These differences matter depending on what you're trying to accomplish.

When to Choose Insightly

Insightly makes sense if you're looking for a budget-friendly option with a free tier solution. With a score of 85/100, it's our top pick in this comparison.

When to Choose Help Scout

Help Scout is worth considering if you need a professional-grade tool.

Who Should Use What?

Bootstrapped or small team?

When every dollar counts, Insightly lets you get started without pulling out your credit card.

We'd pick: Insightly

Growing fast?

Your team doubled last quarter and you need tools that won't break when you add 50 more people. Insightly handles scale better in our testing.

We'd pick: Insightly

Enterprise with complex needs?

You need SSO, compliance certifications, and a support team that picks up the phone. Help Scout takes enterprise seriously.

We'd pick: Help Scout

Still not sure? Answer these 3 questions

1

How much can you spend?

Tight budget? Start free with Insightly, upgrade when you're ready.

2

Do you care what other users think?

Both have similar review counts. Read a few before you commit.

3

Expert opinion or crowd wisdom?

Our team rated Insightly higher (85/100). But the community has upvoted Help Scout more (0 votes). Pick your source of truth.

Key Takeaways

What Insightly Does Better

  • Higher overall score (85/100)
  • Our recommendation for most use cases

Consider Help Scout If

  • Its specific features better match your workflow
  • You prefer its interface or design approach

The Bottom Line

If we had to pick one, we'd go with Insightly (85/100). But the honest answer is that "better" depends on your situation. Insightly scores higher in our analysis, but Help Scout might be the right choice if its specific strengths align with what you need most. Take advantage of free trials to test both before committing.

Frequently Asked Questions

Is Insightly or Help Scout better?

Based on our analysis, Insightly scores higher with 85/100. Insightly isfreemium while Help Scout is paid. The best choice depends on your specific needs and budget. We recommend testing both with free trials if available.

Can I switch from Insightly to Help Scout easily?

Migration difficulty varies. Check if both tools support data export/import in compatible formats. Some tools offer migration assistance or have integration partners who can help with the transition.

Do Insightly and Help Scout offer free trials?

Most software in this category offers free trials or free tiers. Insightly is freemium with a free tier.Help Scout is paid with potential trial. Visit their websites for current trial offers.

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