7 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 9.1 out of 100
Based on 7 reviews and ratings
Insightly
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
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
Based on 661 reviews and ratings
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
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
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
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
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
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
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
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
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
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
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
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.
Owner
Desktop Deputy Virtual AssistantConsumer Services, 1-10 employees
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.
CMO (Chief Marketing Officer)
Spectrum ReachMarketing & Advertising, 1001-5000 employees
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
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

Verified User
Administrative Assistant in Other
Non-profit Organization Management Company, 1-10 employeesPricing 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 |
---|
- 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 |
- Per User/Per Month (billed annually)
- 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
Development Coordinator / Implementation Specialist
the school collectiveComputer Software, 1-10 employees
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
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.

Verified User
Analyst in Engineering
Health, Wellness and Fitness Company, 10,001+ employeesReliability 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.
Owner
Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees
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.
Project Manager
Henkels & McCoy, Inc.Construction, 5001-10,000 employees
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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.
Business Operations Manager
ZS AssociatesManagement Consulting, 5001-10,000 employees
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
Network Operation
Alcance Media GroupMarketing and Advertising, 11-50 employees
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!
Chief Information Officer
One Digital MediaInformation Technology and Services, 51-200 employees
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.

Verified User
Analyst in Finance and Accounting
Financial Services Company, 10,001+ employeesScalability
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.
Vice President
Shadow Polymer Industries, IncMedical Devices, 11-50 employees
Return on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.
Territory Sales Manager
AltriaConsumer Goods, 5001-10,000 employees