Phloz vs Insightly

Frequently asked questions

Is Phloz really cheaper than Insightly for an agency?

It depends on your team size and client count. Phloz charges per active client (not per seat or per contact), and viewer seats for client stakeholders are free. Most agencies that switch from Insightly cut their monthly tooling cost by 30-60% — see /pricing for the math at your tier.

Can Phloz replace Insightly entirely, or is it a complement?

For digital marketing agencies running CRM + work management + tracking infrastructure on Insightly (or trying to), Phloz is a full replacement. For agencies using Insightly for non-agency-shaped work (sales pipelines for product companies, generic team PM unrelated to client work), Phloz isn't trying to replace those use cases.

How long does migrating from Insightly take?

Most teams move in 1-3 days: a few hours of structural mapping, a CSV import (Phloz has a workspace-import flow), and a parallel-running week to verify nothing slipped. The main lift is mental — accepting the agency-shaped defaults instead of recreating your Insightly setup verbatim.

Does Phloz integrate with Insightly?

Not natively in V1. Most agencies switching off Insightly export their data and import to Phloz once, then leave Insightly behind. If you need bidirectional sync — for instance, Insightly stays as the company-wide CRM and Phloz handles agency ops only — V2 will add API-based integration. Talk to us about your specific case at contact@phloz.com.

Why doesn't Insightly have a tracking infrastructure map?

Tracking infrastructure as a typed graph (every GA4 property, GTM container, ad pixel, conversion action, audience per client, with health state and verification cadence) isn't a feature Insightly positions for. Phloz built it because every agency we talked to was tracking this in a Google Sheet. It's the moat — no other tool ships it.