What users are saying about
3 Ratings
Top Rated
622 Ratings
3 Ratings
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Score 9.6 out of 100
Top Rated
622 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 out of 100

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

It provides real-time updates on the campaigns and projects that are carried out within this platform. It is simple to use, but I recommend it for small projects because it lacks certain tools that would define it as a professional CRM tool.
Stella Olsson | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.3
Insightly
8.0
Customer data management / contact management
17hats
9.5
Insightly
8.8
Workflow management
17hats
9.5
Insightly
7.9
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Insightly
8.5
Contract management
17hats
10.0
Insightly
6.5
Quote & order management
17hats
10.0
Insightly
8.4
Interaction tracking
17hats
8.0
Insightly
8.2
Territory management
17hats
Insightly
7.7
Opportunity management
17hats
Insightly
8.1
Channel / partner relationship management
17hats
Insightly
7.7

Customer Service & Support

17hats
8.0
Insightly
7.1
Case management
17hats
8.0
Insightly
7.0
Call center management
17hats
Insightly
7.2
Help desk management
17hats
Insightly
7.1

Marketing Automation

17hats
8.0
Insightly
7.7
Lead management
17hats
8.0
Insightly
8.0
Email marketing
17hats
Insightly
7.5

CRM Project Management

17hats
9.5
Insightly
7.2
Task management
17hats
9.0
Insightly
7.6
Billing and invoicing management
17hats
10.0
Insightly
6.0
Reporting
17hats
Insightly
8.0

Customization

17hats
9.5
Insightly
7.2
Custom fields
17hats
9.0
Insightly
7.7
Custom objects
17hats
10.0
Insightly
7.4
Scripting environment
17hats
Insightly
6.8
API for custom integration
17hats
Insightly
7.0

Security

17hats
9.5
Insightly
8.6
Single sign-on capability
17hats
10.0
Insightly
9.0
Role-based user permissions
17hats
9.0
Insightly
8.3

Integrations with 3rd-party Software

17hats
8.0
Insightly
6.2
Marketing automation
17hats
8.0
Insightly
7.2
Compensation management
17hats
Insightly
5.1

Platform

17hats
8.0
Insightly
7.5
Mobile access
17hats
8.0
Insightly
7.5

CRM Reporting & Analytics

17hats
Insightly
7.4
Forecasting
17hats
Insightly
7.0
Pipeline visualization
17hats
Insightly
7.9
Customizable reports
17hats
Insightly
7.3

Social CRM

17hats
Insightly
7.4
Social data
17hats
Insightly
6.8
Social engagement
17hats
Insightly
8.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Insightly

  • Insightly competes extremely well cost-wise with almost all other CRMs with similar capabilities that are out there.
  • The customer service portal contains a lot of helpful information that is fairly easy to search and navigate. When at a loss, contacting a real person for help via email is easy.
  • The contact and organization records are easy to search and download. Duplicates are fairly easy to merge.
Anonymous | 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

  • 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 | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

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 | 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 10.0
Based on 49 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 | 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 2 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 5.4
Based on 30 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 | 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

Salesforce will always be the crown jewel of CRM tools. The robust features and ability to integrate with other tools makes it difficult to challenge. But you get what you pay for and Salesforce is incredibly expensive. That's why my company likes using Insightly because of the cost impact to our business. It's not nearly as pricey and we end up using most of the features available.
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 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 | TrustRadius Reviewer

Screenshots

Pricing Details

17hats

General

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

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

Insightly Editions & Modules

Edition
Marketing - Plus$2991
Marketing - Professional$5991
Marketing - Enterprise$1,2991
CRM - Plus$292
CRM - Professional$492
CRM - Enterprise$992
  1. per month
  2. per user/per month
Additional Pricing Details
All plans are billed annually.

Rating Summary

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