What users are saying about
2 Ratings
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Top Rated
575 Ratings
2 Ratings
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Score 6.2 out of 101

Insightly

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Top Rated
575 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.1 out of 101

Likelihood to Recommend

10000ft

I think 10000ft is good for bare minimum project monitoring, we used it a large company because we didn't need to have exact numbers - it was just a rough idea to see where freelance resources were over burning. If, however you work a much smaller company and really need to know detailed information it's not as effective, there are many other software options that really allow for much closer and precise tracking. I would recommend 10000ft for companies that just need to monitor large freelance teams, track hours and higher level projects that are also monitored on other project management tools. It's a tool I would only use in conjunction with something else.
No photo available

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. profile photo

Feature Rating Comparison

Project Management

10000ft
3.5
Insightly
Task Management
10000ft
6.0
Insightly
Resource Management
10000ft
6.0
Insightly
Gantt Charts
10000ft
2.0
Insightly
Scheduling
10000ft
2.0
Insightly
Workflow Automation
10000ft
2.0
Insightly
Team Collaboration
10000ft
1.0
Insightly
Document Management
10000ft
2.0
Insightly
Email integration
10000ft
1.0
Insightly
Timesheet Tracking
10000ft
7.0
Insightly
Change request and Case Management
10000ft
2.0
Insightly
Budget and Expense Management
10000ft
7.0
Insightly

Professional Services Automation

10000ft
5.0
Insightly
Quotes/estimates
10000ft
6.0
Insightly
Invoicing
10000ft
2.0
Insightly
Project & financial reporting
10000ft
7.0
Insightly

Sales Force Automation

10000ft
Insightly
8.0
Customer data management / contact management
10000ft
Insightly
8.5
Workflow management
10000ft
Insightly
7.6
Territory management
10000ft
Insightly
10.0
Opportunity management
10000ft
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
10000ft
Insightly
7.6
Contract management
10000ft
Insightly
6.5
Quote & order management
10000ft
Insightly
9.0
Interaction tracking
10000ft
Insightly
7.5
Channel / partner relationship management
10000ft
Insightly
7.7

Customer Service & Support

10000ft
Insightly
7.1
Case management
10000ft
Insightly
7.0
Call center management
10000ft
Insightly
7.2
Help desk management
10000ft
Insightly
7.1

Marketing Automation

10000ft
Insightly
7.6
Lead management
10000ft
Insightly
7.8
Email marketing
10000ft
Insightly
7.5

CRM Project Management

10000ft
Insightly
6.9
Task management
10000ft
Insightly
7.9
Billing and invoicing management
10000ft
Insightly
5.4
Reporting
10000ft
Insightly
7.5

CRM Reporting & Analytics

10000ft
Insightly
7.3
Forecasting
10000ft
Insightly
6.8
Pipeline visualization
10000ft
Insightly
7.4
Customizable reports
10000ft
Insightly
7.6

Customization

10000ft
Insightly
8.1
Custom fields
10000ft
Insightly
7.7
Custom objects
10000ft
Insightly
10.0
Scripting environment
10000ft
Insightly
6.8
API for custom integration
10000ft
Insightly
7.8

Security

10000ft
Insightly
8.1
Single sign-on capability
10000ft
Insightly
8.0
Role-based user permissions
10000ft
Insightly
8.1

Social CRM

10000ft
Insightly
7.1
Social data
10000ft
Insightly
6.8
Social engagement
10000ft
Insightly
7.5

Integrations with 3rd-party Software

10000ft
Insightly
6.1
Marketing automation
10000ft
Insightly
7.1
Compensation management
10000ft
Insightly
5.1

Platform

10000ft
Insightly
7.5
Mobile access
10000ft
Insightly
7.5

Pros

10000ft

  • Tracks freelance resource hours.
  • Tracks multiple small projects and milestones within the projects.
  • Tracks budget information and scope creep.
No photo available

Insightly

  • It's online and has different tiers. You can easily move between different product tiers as your business needs change.
  • I love the integration of sales pipelines with projects and tasks.
  • Integration with third-party software tools.
Tommy L. Chambers profile photo

Cons

10000ft

  • It's often confusing to use and find things, I sometimes find it to be a little counterintuitive as to where functions are (e.g. for tracking budgets and pulling reports).
  • When pulling a budget I always struggled to comb through the large amounts of data and time inputted. When I select a filter the page often wouldn't refresh or i'd forget to de-select a filter as it wasn't in an obvious place, which sometimes left me with pulling an incorrect budget.
  • The data is only as good as the people entering the time. Often with so many small tasks people would enter time incorrectly, in the wrong milestone or project. It lists all of your projects on one page, so it's not easy to enter it and there's a lot of room for error.
No photo available

Insightly

  • Linking. When I link a company to a project, it should bring up a screen or balloon to select which members of the company you want to link. Instead, you have to link each individually. Using the integration into GMail, this is a very repetitive function.
  • Gmail integration. For the most part this works, but it's clunky and not very streamlined at all. Too many clicks and links to add each email to a particular project, organization or contact. When a contact email is part of a project, it should automatically be recorded to that project without any user intervention required.
  • The sales forecasting is, like with most CRMs, easily manipulated and nothing more than guessing.
Chris Akin profile photo

Likelihood to Renew

10000ft

10000ft 4.0
Based on 1 answer
I think there's limited uses for the tool and much more comprehensive options out there for multiple tools in one. With more people working remotely, it's hard to just use email and face to face, in some ways you need to have a tool that's a fall back and a record of where you are + where you're going
No photo available

Insightly

Insightly 9.0
Based on 18 answers
Because we are doing well with Insightly and we expect to improve it
Alvaro Satrustegui profile photo

Usability

10000ft

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 47 answers
I only needed to consult help guides when I wanted to use more advanced features. You'll be able to start using the software the day you install it.
Vanessa Johnson profile photo

Reliability and Availability

10000ft

No score
No answers yet
No answers on this topic

Insightly

Insightly 10.0
Based on 3 answers
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Jane Beisell PMP, CIA profile photo

Performance

10000ft

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 22 answers
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Douglas Psulkowski, P.E. profile photo

Support

10000ft

No score
No answers yet
No answers on this topic

Insightly

Insightly 2.5
Based on 14 answers
Support is good in Insightly but I miss a chat service.
Alvaro Satrustegui profile photo

Online Training

10000ft

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Jane Beisell PMP, CIA profile photo

Implementation

10000ft

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.5
Based on 19 answers
The sooner you dive in the better. it's going to take months of dedicated usage before you start enjoying the benefits of it's organizational/archiving ability.
Rob Schanilec profile photo

Alternatives Considered

10000ft

Although an interesting tool, compared to Basecamp or Workfront, 10000ft really struggles on the collaboration aspect of the tool. It's great for the bare minimum, recording hours and pulling a budget, but we also relied on email for collaboration and face to face meetings - which is no bad thing! Although for big companies and small projects it's nice to have everything all in one tool so there's less jumping and room for error. That would be my recommendation for any company evaluating it
No photo available

Insightly

It's far better than the others that I've tried, and I've tried them all. The last three I used, Goldmine, Zoho and FreeCRM, all had holes in their capability or enormous overhead cost that wasn't worthwhile for our level of business. With Insightly, we can have a better grasp on our operation without breaking the bank to get there. It's allowing us to grow.
Chris Akin profile photo

Scalability

10000ft

No score
No answers yet
No answers on this topic

Insightly

Insightly 7.8
Based on 6 answers
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of.(-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Phil Cashen profile photo

Return on Investment

10000ft

  • Positive - We were able to track multiple projects at the same time and record accurate hours.
  • Positive - Able to pull budget and excel reports which can the be analyzed further and relatively simply.
  • Negative - There were a lot of times when hours were entered inaccurately which left us in a bind with budget and freelance billing.
No photo available

Insightly

  • Dramatically enhanced efficiency
  • Makes customer service work extremely simple
  • Greatly enhanced task & time management
Evan B. Duke, D.M.A. profile photo

Pricing Details

10000ft

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Additional Pricing Details

Insightly

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Add comparison