What users are saying about
3 Ratings
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Top Rated
592 Ratings
3 Ratings
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Score 7.3 out of 101

Insightly

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Top Rated
592 Ratings
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Score 8 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
7.7
Customer data management / contact management
10000ft
Insightly
8.6
Workflow management
10000ft
Insightly
7.7
Territory management
10000ft
Insightly
8.0
Opportunity management
10000ft
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
10000ft
Insightly
7.9
Contract management
10000ft
Insightly
6.5
Quote & order management
10000ft
Insightly
7.3
Interaction tracking
10000ft
Insightly
7.7
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
7.8
Lead management
10000ft
Insightly
7.9
Email marketing
10000ft
Insightly
7.7

CRM Project Management

10000ft
Insightly
7.1
Task management
10000ft
Insightly
7.9
Billing and invoicing management
10000ft
Insightly
5.7
Reporting
10000ft
Insightly
7.5

CRM Reporting & Analytics

10000ft
Insightly
7.4
Forecasting
10000ft
Insightly
6.9
Pipeline visualization
10000ft
Insightly
7.5
Customizable reports
10000ft
Insightly
7.7

Customization

10000ft
Insightly
7.8
Custom fields
10000ft
Insightly
7.9
Custom objects
10000ft
Insightly
8.7
Scripting environment
10000ft
Insightly
6.8
API for custom integration
10000ft
Insightly
8.0

Security

10000ft
Insightly
8.1
Single sign-on capability
10000ft
Insightly
8.2
Role-based user permissions
10000ft
Insightly
8.1

Social CRM

10000ft
Insightly
7.3
Social data
10000ft
Insightly
6.8
Social engagement
10000ft
Insightly
7.7

Integrations with 3rd-party Software

10000ft
Insightly
6.2
Marketing automation
10000ft
Insightly
7.3
Compensation management
10000ft
Insightly
5.1

Platform

10000ft
Insightly
7.7
Mobile access
10000ft
Insightly
7.7

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

  • Within GMAIL - the sidebar is an amazing tool and has so much potential!
  • Within GMAIL - so save into Insightly and link is very very helpful
  • Insightly's search is very good
  • Being able to tag the contact is helpful
  • The corroboration with Mailchimp is awesome
Joanne Grams 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

  • Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
  • I am a Microsoft product user and would like better integration with those products.
  • Would be nice to have templates for different business types.
Tommy L. Chambers 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
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Vanessa Johnson profile photo

Usability

10000ft

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 47 answers
Very easy to use once you understand the functions. I am sure there are still features I am not using correctly or to their intended potential. But with trial and error we have learned to use the site and it works very well for us on a day to day basis.
Julie Webster 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 2.0
Based on 14 answers
I have never given any other software support a 10, but Insightly has really done a great job over the 3 years we have been using it. They are quick to respond, don't ask stupid questions, don't bump you to others, and every issue has been resolved in very short order.
Randie Frederick 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 8.6
Based on 19 answers
The only missing thing at this time that would make our implementation complete would be a tighter integration with Xero allowing us to send quotes and report on quotes from Insightly!Xero has, excuse the pun, ZERO reporting on quotes sent!!!They are both very good products, however it's the little things that make good GREAT!
Jeremy Grant 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

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak 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

  • The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
  • Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.
Chris Stephens, CTS profile photo

Pricing Details

10000ft

General

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

Insightly

General

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

Rating Summary

Likelihood to Recommend

10000ft
6.0
Insightly
8.2

Likelihood to Renew

10000ft
4.0
Insightly
9.0

Usability

10000ft
Insightly
8.6

Reliability and Availability

10000ft
Insightly
10.0

Performance

10000ft
Insightly
8.3

Support

10000ft
Insightly
2.0

Online Training

10000ft
Insightly
9.0

Implementation

10000ft
Insightly
8.6

Scalability

10000ft
Insightly
7.8

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