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Bonsai vs Insightly: 2026 Comparison

Bonsai Insightly
Overview An all-in-one business management platform for freelancers and agencies with proposals, contracts, invoicing, and accounting. A CRM and project management platform designed for growing businesses to manage relationships and deliver projects.
Pricing Subscription ($21-$52/month) Subscription ($29-$99/user/month)
Key Features
  • Proposals
  • Contracts
  • Invoicing
  • Accounting
  • Tax prep
  • Time tracking
  • Task management
  • Client CRM
  • Contact management
  • Project management
  • Workflow automation
  • Email tracking
  • Custom dashboards
  • Relationship linking
  • Lead routing
  • Business intelligence
Pros
  • All-in-one for freelancers
  • Good contract templates
  • Tax estimation
  • Professional proposals
  • Combined CRM and project management
  • Good Gmail and Outlook integration
  • Relationship mapping
  • Reasonable pricing
Cons
  • Limited for larger businesses
  • Some features basic
  • Fewer integrations
  • US tax features only
  • Interface feels dated
  • Limited customization options
  • Customer support could improve
  • Mobile app is basic