What users are saying about
7 Ratings
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Top Rated
661 Ratings
7 Ratings
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Score 9.1 out of 100

Insightly

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Top Rated
661 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.9 out of 100

Feature Set Ratings

  • 17hats ranks higher in 6 feature sets: Sales Force Automation, Customer Service & Support, CRM Project Management, Customization, Security, Integrations with 3rd-party Software
  • Insightly ranks higher in 1 feature set: Platform
  • 17hats and Insightly are tied in 1 feature set: Marketing Automation

Sales Force Automation

9.5

17hats

95%
8.1

Insightly

81%
17hats ranks higher in 5/9 features

Customer data management / contact management

9.9
99%
2 Ratings
9.0
90%
304 Ratings

Workflow management

9.9
99%
2 Ratings
8.7
87%
272 Ratings

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

9.0
90%
1 Rating
8.7
87%
284 Ratings

Contract management

10.0
100%
2 Ratings
6.5
65%
21 Ratings

Quote & order management

10.0
100%
1 Rating
7.8
78%
24 Ratings

Interaction tracking

8.0
80%
1 Rating
8.1
81%
249 Ratings

Territory management

N/A
0 Ratings
8.1
81%
31 Ratings

Opportunity management

N/A
0 Ratings
8.4
84%
279 Ratings

Channel / partner relationship management

N/A
0 Ratings
7.7
77%
24 Ratings

Customer Service & Support

8.0

17hats

80%
7.1

Insightly

71%
Insightly ranks higher in 2/3 features

Case management

8.0
80%
1 Rating
7.0
70%
11 Ratings

Call center management

N/A
0 Ratings
7.2
72%
8 Ratings

Help desk management

N/A
0 Ratings
7.1
71%
9 Ratings

Marketing Automation

8.0

17hats

80%
8.0

Insightly

80%
Insightly ranks higher in 2/2 features

Lead management

8.0
80%
1 Rating
8.1
81%
237 Ratings

Email marketing

N/A
0 Ratings
8.0
80%
192 Ratings

CRM Project Management

9.5

17hats

95%
7.6

Insightly

76%
17hats ranks higher in 2/3 features

Task management

9.0
90%
1 Rating
8.4
84%
292 Ratings

Billing and invoicing management

10.0
100%
2 Ratings
6.0
60%
39 Ratings

Reporting

N/A
0 Ratings
8.3
83%
245 Ratings

Customization

9.9

17hats

99%
7.5

Insightly

75%
17hats ranks higher in 2/4 features

Custom fields

9.8
98%
2 Ratings
8.6
86%
266 Ratings

Custom objects

10.0
100%
1 Rating
7.7
77%
34 Ratings

Scripting environment

N/A
0 Ratings
6.8
68%
6 Ratings

API for custom integration

N/A
0 Ratings
7.0
70%
124 Ratings

Security

9.5

17hats

95%
8.7

Insightly

87%
17hats ranks higher in 2/2 features

Single sign-on capability

10.0
100%
1 Rating
8.8
88%
202 Ratings

Role-based user permissions

9.0
90%
1 Rating
8.5
85%
133 Ratings

Integrations with 3rd-party Software

8.0

17hats

80%
6.6

Insightly

66%
Insightly ranks higher in 2/2 features

Marketing automation

8.0
80%
1 Rating
8.1
81%
100 Ratings

Compensation management

N/A
0 Ratings
5.1
51%
4 Ratings

Platform

8.0

17hats

80%
8.9

Insightly

89%
Insightly ranks higher in 1/1 features

Mobile access

8.0
80%
1 Rating
8.9
89%
259 Ratings

CRM Reporting & Analytics

17hats

Feature Set Not Supported
N/A
8.2

Insightly

82%
Insightly ranks higher in 3/3 features

Forecasting

N/A
0 Ratings
7.0
70%
92 Ratings

Pipeline visualization

N/A
0 Ratings
8.8
88%
242 Ratings

Customizable reports

N/A
0 Ratings
8.7
87%
234 Ratings

Social CRM

17hats

Feature Set Not Supported
N/A
7.4

Insightly

74%
Insightly ranks higher in 2/2 features

Social data

N/A
0 Ratings
6.8
68%
25 Ratings

Social engagement

N/A
0 Ratings
8.0
80%
78 Ratings

Attribute Ratings

  • 17hats is rated higher in 1 area: Likelihood to Recommend
  • Insightly is rated higher in 1 area: Support Rating
  • 17hats and Insightly are tied in 1 area: Usability

Likelihood to Recommend

9.9

17hats

99%
2 Ratings
8.2

Insightly

82%
329 Ratings

Likelihood to Renew

17hats

N/A
0 Ratings
7.1

Insightly

71%
20 Ratings

Usability

9.0

17hats

90%
1 Rating
9.0

Insightly

90%
62 Ratings

Availability

17hats

N/A
0 Ratings
10.0

Insightly

100%
6 Ratings

Performance

17hats

N/A
0 Ratings
8.3

Insightly

83%
44 Ratings

Support Rating

8.0

17hats

80%
3 Ratings
8.4

Insightly

84%
42 Ratings

Online Training

17hats

N/A
0 Ratings
9.0

Insightly

90%
5 Ratings

Implementation Rating

17hats

N/A
0 Ratings
8.6

Insightly

86%
57 Ratings

Product Scalability

17hats

N/A
0 Ratings
7.8

Insightly

78%
6 Ratings

Likelihood to Recommend

17hats

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Erika Tebbens | TrustRadius Reviewer

Insightly

I think Insightly is a pretty good option for anyone looking for a database for their contacts. The different plans allow for a small number of contacts to a larger number for bigger companies. I'm not sure that really is a database that is completely perfect for everyone, but Insightly does a great job of covering at least a little bit of everything which makes it relevant to a lot of industries. I would say that if you are a really tiny company, this probably isn't the best software for your contact.
Amy O'Day | TrustRadius Reviewer

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Insightly

  • It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
  • I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
  • I can automatically subscribe my leads to the email list through the web forms provided by Insightly.
Michael Guth | TrustRadius Reviewer

Cons

17hats

  • Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Erika Tebbens | TrustRadius Reviewer

Insightly

  • Without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
  • Would like to be able to edit (re-order) the list of LIST VIEW queries
  • It would be great if the STATE field had a dropdown with the states listed
  • In NOTES, you can report on Comment count - It would be nice you could report on comment count in TASKS also
Anonymous | TrustRadius Reviewer

Pricing Details

17hats

General

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

Starting Price

$45 per month

17hats Editions & Modules

Edition
Starting Price$45.001
  1. per month
Additional Pricing Details

Insightly

General

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

Starting Price

$0 per month Up to 2 users

Insightly Editions & Modules

Edition
Plus$29.001
Professional$49.001
Enterprise$99.001
Free$02
  1. Per User/Per Month (billed annually)
  2. per month Up to 2 users
Additional Pricing Details

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Insightly

Insightly 7.1
Based on 20 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 | TrustRadius Reviewer

Usability

17hats

17hats 9.0
Based on 1 answer
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Erika Tebbens | TrustRadius Reviewer

Insightly

Insightly 9.0
Based on 62 answers
Insightly cannot store large amount of data as it has limitation of storing large amount of data and that requires a lot of effort. It requires great amount of computation time as well to perform territory and customer segmentation analysis based on algorithm used which leads to delay in delivery of projects.
Anonymous | TrustRadius Reviewer

Reliability and Availability

17hats

No score
No answers yet
No answers on this topic

Insightly

Insightly 10.0
Based on 6 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 | TrustRadius Reviewer

Performance

17hats

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 44 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. | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 3 answers
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.
Marli Espinales | TrustRadius Reviewer

Insightly

Insightly 8.4
Based on 42 answers
We're very disappointed with the technical support Insightly has to offer. Firstly, there is a lack of proper training modules or technical resources available online, even with a strong community of users. Then, their support team is highly unresponsive and so slow in getting a speedy resolution to your problem. We have faced issues in the past and it was almost impossible to get in touch with their support team. On the other hand, during implementation, their support team was great and made sure everything was set up properly and smoothly.
Shivam Bhatt | TrustRadius Reviewer

Online Training

17hats

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 5 answers
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
Eduardo Reyes | TrustRadius Reviewer

Implementation Rating

17hats

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 57 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 | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Insightly

Insightly is cheaper compared to Intercom and catered to our needs as much as we wanted, hence we chose Insightly. They do offer the usual CRM things we needed, on top of which they also support workflow automation, email management as well as marketing tool. So no sense in choosing another expensive software compared to this one.
Anonymous | TrustRadius Reviewer

Scalability

17hats

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 | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Insightly

  • The sales process has been more accessible and it has also been easier to read reports, avoiding the previous confusion.
  • As it is an all-in-one platform, less staff is required to do CRM and project monitoring.
  • I have been able to attract a large number of new clients by being able to have a different CRM platform where an excellent operation and performance is found, streamlining the work process.
Stella Olsson | TrustRadius Reviewer

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