Migrawise vs Insightly
Insightly is a generic CRM. Migrawise is an immigration platform. Here's why "we just need a CRM" is one of the most expensive sentences in immigration practice.
Insightly is a popular general-purpose CRM, often used by small firms that don't want a fully-featured legal practice tool. Some Canadian immigration consultants run their practice on Insightly — and quickly hit the wall when they realize a generic CRM has zero understanding of IRCC, no immigration form library, no CRS calculator, and no concept of a Super Visa file vs. an LMIA file.
This page is for practitioners considering Insightly (or already on it) and wondering whether immigration-specific software is worth the switch.
Feature-by-feature
| Feature | Migrawise | Insightly |
|---|---|---|
| Pre-built immigration case sub-types | ✓ | — |
| IRCC portal autofill | ✓ | — |
| AI letter drafting in your firm's voice | ✓ | — |
| IRCC form library + auto-suggest | ✓ | — |
| CRS / FSW calculators | ✓ | — |
|
Document review workflow with status badges
Insightly tracks documents as generic file attachments. No review-status workflow. |
✓ | ◑ |
| Client portal for document collection | ✓ | — |
|
eSignature (PIPEDA-compliant)
Insightly integrates with third-party eSign tools (DocuSign, etc.). |
✓ | — |
|
Generic CRM (contacts, deals, pipelines)
Both products handle the basic CRM layer. |
✓ | ✓ |
|
Project management
Insightly has a more developed project module if you also do non-immigration work. |
◑ | ✓ |
|
Marketing automation
Insightly has email sequences, lead scoring, etc. Migrawise focuses on case workflow over marketing. |
◑ | ✓ |
|
Canadian data residency
Insightly is US-hosted. For Canadian immigration practice, this is a real PIPEDA / IRCC concern. |
✓ | — |
Legend: ✓ Yes · ◑ Partial · — No · ? Couldn\'t verify.
Pricing
Migrawise: $29 CAD a month for the whole firm, however many people use it — no per-seat pricing, and AI is optional per case ($15 once, first AI case free) rather than a higher tier. First 30 days free, no card. Insightly: from $29 USD per user every month for a basic CRM that doesn't know what IRCC is — near enough the same headline number, except theirs buys one seat and ours buys the practice. See Migrawise pricing →
Pick Insightly if…
You're a multi-practice firm where immigration is one of several lines of business and you mostly need generic CRM with marketing automation.
Pick Migrawise if…
Your practice is immigration-focused. You want a tool that already knows what an Express Entry profile is, what an LMIA requires, and what IMM 5476 actually does — without you teaching it.
Switching from Insightly
- CSV export from Insightly contacts → import into Migrawise. Day-1 migration usually completes in under 30 minutes.
- White-glove onboarding — we map your existing pipelines to Migrawise case sub-types.
- Insightly often runs alongside as a marketing/lead-gen layer. Migrawise has a webform module for that, but you can run both if you want.
Try Migrawise for your next 5 files.
One price for the whole practice — $29 CAD a month, unlimited cases and unlimited team members, no per-seat pricing. Your first 30 days are free and no card is needed to start. Registration is open to licensed Canadian immigration firms — get started below.
Get started →