17hats vs Insightly | TrustRadius

Likelihood to Recommend

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.

Read full review

Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

View all 2 answers on this topic

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.

Read full review

Stella Olsson

Territory Sales Manager

AltriaConsumer Goods, 5001-10,000 employees

View all 320 answers on this topic

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

Read full review

Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 2 answers on this topic

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.

Read full review

Verified User

Executive in Customer Service

Insurance Company, 51-200 employees

View all 320 answers on this topic

Cons

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.

Read full review

Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

View all 2 answers on this topic

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.

Read full review

Tommy L. Chambers

Success Architect

Gwinnett Technical CollegeProfessional Training & Coaching, 1-10 employees

View all 320 answers on this topic

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

Read full review

Vanessa Johnson

Development Coordinator / Implementation Specialist

the school collectiveComputer Software, 1-10 employees

View all 18 answers on this topic

Usability

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.

Read full review

Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

View all 1 answers on this topic

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.

Read full review

Julie Webster

Manager

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

View all 49 answers on this topic

Reliability and Availability

No score

No answers yet

No answers on this topic

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.

Read full review

Jane Beisell PMP, CIA

Owner

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

View all 6 answers on this topic

Performance

No score

No answers yet

No answers on this topic

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.

Read full review

Douglas Psulkowski, P.E.

Project Manager

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

View all 44 answers on this topic

Support Rating

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.

Read full review

Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 2 answers on this topic

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.

Read full review

Randie Frederick

Senior Vice President Property Management

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

View all 30 answers on this topic

Online Training

No score

No answers yet

No answers on this topic

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

Read full review

Eduardo Reyes

Network Operation

Alcance Media GroupMarketing and Advertising, 11-50 employees

View all 5 answers on this topic

Implementation Rating

No score

No answers yet

No answers on this topic

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!

Read full review

Jeremy Grant

Chief Information Officer

One Digital MediaInformation Technology and Services, 51-200 employees

View all 57 answers on this topic

Alternatives Considered

No answers on this topic

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.

Read full review

Verified User

Project Manager in Corporate

Insurance Company, 201-500 employees

View all 320 answers on this topic

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.

Read full review

Phil Cashen

Vice President

Shadow Polymer Industries, IncMedical Devices, 11-50 employees

View all 6 answers on this topic

Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

Read full review

Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 2 answers on this topic

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.

Read full review

Chris Stephens, CTS

Integration Division Manager

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

View all 320 answers on this topic

Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

17hats Editions & Modules

Edition

Starting Price	$45.00¹

Per Month

Additional Pricing Details

—

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

per month
per user/per month

Additional Pricing Details

All plans are billed annually.

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?