Insightly vs Workday PSA
Side-by-side comparison of AI visibility scores, market position, and capabilities
Insightly is a unified CRM platform combining sales pipeline, marketing automation, and project management for SMB and mid-market teams; raised $38M total; serves 25,000+ organizations in 175 countries; headquartered in San Francisco.
About
Insightly is a San Francisco-based software company founded in 2009 by Anthony Smith, offering a unified customer relationship management (CRM) platform designed for small and mid-sized businesses (SMB) and mid-market organizations. Unlike traditional CRMs that focus exclusively on sales pipeline management, Insightly integrates sales CRM, marketing automation, and project management into a single application — enabling sales, marketing, and delivery teams to manage the full customer lifecycle from initial lead capture through deal close and post-sale project delivery in one connected platform. The company serves over 25,000 organizations across 175 countries, spanning professional services, technology, manufacturing, and non-profit sectors.
NASDAQ: WDAY | Workday $7.3B total revenue FY2024; PSA module unifies project delivery with HR and finance on one platform; enterprise-grade; targets professional services firms
About
Workday PSA is an enterprise project and resource management product built on the Workday platform, designed to help professional services firms manage the full delivery lifecycle — from project pursuit and staffing through billing and revenue recognition — in the same system that runs their HR, finance, and planning. Workday built PSA to eliminate the overhead of reconciling disconnected project management, time tracking, and financial reporting tools. Its core technology is native to Workday's unified data model, meaning project financials, resource costs, and workforce data are always synchronized.\n\nWorkday PSA covers project planning, resource capacity and skills-based staffing, time and expense capture, client billing, and revenue recognition under ASC 606 and IFRS 15. Because it shares a data layer with Workday HCM, project managers have real-time visibility into employee availability, cost rates, and utilization without manual data pulls. The product targets enterprises with complex, multi-geography service delivery operations: consulting firms, technology implementation partners, and services divisions of product companies.\n\nWorkday PSA competes with Certinia, Unit4, and Microsoft Dynamics 365 Project Operations. Its differentiator is native integration with Workday HCM and financials, eliminating reconciliation across multi-vendor stacks and providing a single source of truth for services performance. For enterprises already on Workday, PSA is a natural extension that reduces total cost of ownership.
Key Details
Capabilities & Ecosystem
Capabilities
Also Compare
Track AI Visibility in Real Time
Monitor how your brand performs across ChatGPT, Gemini, Perplexity, Claude, and Grok daily.