17hats vs Insightly | TrustRadius

Likelihood to Recommend

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Denny Basham, MBA, Denver Reputation Marketing Expert.

Reputation Marketing Expert, CEO, Internet Marketing Consultant, Mortgage Industry Consultant.

Subsilio Consulting, LLCManagement Consulting, 1-10 employees

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Feature Rating Comparison

17hats

Insightly

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

17hats

Insightly

Case management

Call center management

Help desk management

17hats

Insightly

Lead management

Email marketing

17hats

Insightly

Task management

Billing and invoicing management

Reporting

17hats

Insightly

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Insightly

Single sign-on capability

Role-based user permissions

17hats

Insightly

Marketing automation

Compensation management

17hats

Insightly

Mobile access

17hats

Insightly

Forecasting

Pipeline visualization

Customizable reports

17hats

Insightly

Social data

Social engagement

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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

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Joanne Grams

Manager of Programming and Project Manager

Inspiring EducatorsEducation Management, 1-10 employees

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Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Tommy L. Chambers

Success Architect

Gwinnett Technical CollegeProfessional Training & Coaching, 1-10 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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

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Vanessa Johnson

Development Coordinator / Implementation Specialist

the school collectiveComputer Software, 1-10 employees

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Usability

No score

No answers yet

No answers on this topic

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.

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Julie Webster

Manager

Private Club NetworkLeisure, Travel & Tourism, 1-10 employees

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Reliability and Availability

No score

No answers yet

No answers on this topic

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.

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Jane Beisell PMP, CIA

Owner

Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees

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Performance

No score

No answers yet

No answers on this topic

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.

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Douglas Psulkowski, P.E.

Project Manager

Henkels & McCoy, Inc.Construction, 5001-10,000 employees

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Support Rating

17hats 8.0

Based on 1 answer

It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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Insightly 1.5

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.

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Randie Frederick

Senior Vice President Property Management

Realty Capital Commercial Real Estate ServicesReal Estate, 11-50 employees

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Online Training

No score

No answers yet

No answers on this topic

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

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Jane Beisell PMP, CIA

Owner

Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees

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Implementation Rating

No score

No answers yet

No answers on this topic

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!

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Jeremy Grant

Chief Information Officer

One Digital MediaInformation Technology and Services, 51-200 employees

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Alternatives Considered

No answers on this topic

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.

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Ann Matuszak

CEO

Pixologie, Inc.Photography, 1-10 employees

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Scalability

No score

No answers yet

No answers on this topic

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.

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Phil Cashen

Vice President

Shadow Polymer Industries, IncMedical Devices, 11-50 employees

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Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Chris Stephens, CTS

Integration Division Manager

Cory's Audio Visual Services, LLCBusiness Supplies and Equipment, 11-50 employees

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Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Rating Summary

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

Likelihood to Recommend

17hats

Insightly

Feature Rating Comparison

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Marketing automation

Compensation management

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Social data

Social engagement

Pros

17hats

Insightly

Cons

17hats

Insightly

Likelihood to Renew

17hats

Insightly

Usability

17hats

Insightly

Reliability and Availability

17hats

Insightly

Performance

17hats

Insightly

Support Rating

17hats

Insightly

Online Training

17hats

Insightly

Implementation Rating

17hats

Insightly

Alternatives Considered

17hats

Insightly

Scalability

17hats

Insightly

Return on Investment

17hats

Insightly

Screenshots

17hats

Insightly

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?