Insightly blends CRM with project management, so deals flow into delivery for teams that need both in one tool, priced per seat. Orbit is a simple, solo-first CRM with an AI assistant, Hiro, that drafts follow-ups, writes proposals, and preps you for meetings on your approval. Insightly is for teams that hand a closed deal to a project crew. Orbit is for the one person who is both.
Insightly's signature move is linking sales and delivery. When a deal closes, it can become a project with milestones, tasks, and a pipeline of its own, so the same record carries a client from first contact through to a finished engagement. It also offers customization, reporting, and a marketing add-on for teams that want one platform across the lifecycle.
For a small team that sells and then delivers structured projects, an agency, an integrator, a professional services firm, that link is valuable. Handoffs do not fall through the cracks because sales and project tracking share a home. Check their site for current per-seat plans.
Side by side on what one person doing sales and delivery actually needs.
| Orbit | Insightly | |
|---|---|---|
| AI assistant that drafts and does the busywork | Hiro drafts follow-ups, proposals, and meeting prep on your approval | Workflow automation, not one assistant that acts for you |
| All-in-one: invoices, proposals, and booking pages | Included, free plan covers the basics | Via integrations, check their site |
| Project management built in | GTD-style tasks and projects, not full project mgmt | Yes, a core strength |
| Nothing sends without your approval | Every Hiro draft waits for you to approve first | Not applicable, no assistant |
| Built for one person | Yes, solo-first | Built for teams across sales and delivery |
| Built-in email inbox with tracking | Free inbox, open and click tracking on Pro | Via integrations, check their site |
| On-device meeting transcription | Meeting recorder on Pro, audio stays on your machine | |
| Free plan | Free CRM plan, no credit card | Limited free tier, then per seat, check their site |
| Pricing model | Free CRM, Pro $14/mo or $112/yr, AI included free | Per seat, per month, check their site |
Insightly is built so a sales team can hand work to a delivery team. Orbit assumes the same person does both, so it does not try to be a full project tool. Instead it keeps the sales side simple and puts one assistant on the busywork. Ask Hiro to draft a follow-up, write a proposal, brief you before a meeting from your CRM notes, or turn a recording into a recap with action items, and it returns a draft you approve.
For delivery, Orbit leans on GTD-style tasks (Inbox, Today, Next, Waiting, Someday) and projects rather than a full project module. That is lighter on purpose. If you need Gantt charts and milestone pipelines, Insightly wins. If you need the front of the funnel handled so client work gets your attention, Orbit wins. Pairing the recorder with AI meeting prep means you walk into every call ready without doing the prep by hand.
Everything stays under approval, and Orbit does not make phone calls. The free plan covers 250 contacts, one pipeline, unlimited tasks, a calendar, notes, a built-in email inbox (100 sends a month), and basic Tables, plus 10 invoices and 10 proposals. The meeting recorder and the MCP server are part of Pro, and Hiro runs on free monthly AI credits, included on every plan.
Insightly links a sales team to a delivery team. Orbit keeps selling simple so the one person who does both can deliver.
Yes, if you sell and deliver alone. Orbit keeps the sales front simple with one assistant that drafts follow-ups, proposals, and meeting prep, and uses GTD-style tasks and projects for delivery, with your approval on every output. Insightly is the better pick if you need full project management linked to sales across a team.
Not fully. Orbit uses GTD-style task lists (Inbox, Today, Next, Waiting, Someday) and projects rather than Gantt charts and milestone pipelines. If structured project management is central to your work, Insightly is built for that. Orbit keeps delivery light and focuses on running the sales side for you.
Insightly offers a limited free tier and then charges per seat. Check their site for current details. Orbit has a free CRM plan with no credit card: 250 contacts, one pipeline, unlimited tasks, and a built-in email inbox. Pro is $14/mo or $112/yr, with an optional 30-day free trial (card required).
You can ask Hiro to brief you before a meeting from your CRM notes, and the meeting recorder (on Pro) transcribes on-device so Hiro can turn the call into a recap email with action items. Audio never leaves your machine. Orbit does not make phone calls.
AI credits are included free every month on every plan, with no API key to paste and nothing to configure. You can top up with credit packs, and paid plans can bring their own AI key when credits run out.
Orbit's CRM is free, no credit card. Start a 30-day Pro trial (card required), let Hiro draft with the AI credits already included, and approve every draft before it sends.
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