17hats vs Insightly | TrustRadius

What users are saying about

Score 9.1 out of 10

Based on 7 reviews and ratings

Score 7.9 out of 10

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

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

17hats

99%

2 Ratings

8.2

Insightly

82%

329 Ratings

17hats

N/A

0 Ratings

7.1

Insightly

71%

20 Ratings

17hats

90%

1 Rating

9.0

Insightly

90%

62 Ratings

17hats

N/A

0 Ratings

10.0

Insightly

100%

6 Ratings

17hats

N/A

0 Ratings

8.3

Insightly

83%

44 Ratings

17hats

80%

3 Ratings

8.4

Insightly

84%

42 Ratings

17hats

N/A

0 Ratings

9.0

Insightly

90%

5 Ratings

17hats

N/A

0 Ratings

8.6

Insightly

86%

57 Ratings

17hats

N/A

0 Ratings

7.8

Insightly

78%

6 Ratings

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 2 answers on this topic

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.

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Michael Guth

CMO (Chief Marketing Officer)

Spectrum ReachMarketing & Advertising, 1001-5000 employees

View all 329 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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

View all 2 answers on this topic

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

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Verified User

Administrative Assistant in Other

Non-profit Organization Management Company, 1-10 employees

View all 329 answers on this topic

Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

Starting Price

$45 per month

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?

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

No score

No answers yet

No answers on this topic

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

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Vanessa Johnson

Development Coordinator / Implementation Specialist

the school collectiveComputer Software, 1-10 employees

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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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

View all 1 answers on this topic

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.

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Verified User

Analyst in Engineering

Health, Wellness and Fitness Company, 10,001+ employees

View all 62 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.

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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.

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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 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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 3 answers on this topic

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.

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Shivam Bhatt

Business Operations Manager

ZS AssociatesManagement Consulting, 5001-10,000 employees

View all 42 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

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Eduardo Reyes

Network Operation

Alcance Media GroupMarketing and Advertising, 11-50 employees

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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!

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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

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.

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Verified User

Analyst in Finance and Accounting

Financial Services Company, 10,001+ employees

View all 329 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.

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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

View all 2 answers on this topic

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.

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Stella Olsson

Territory Sales Manager

AltriaConsumer Goods, 5001-10,000 employees

View all 329 answers on this topic

Screenshots

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See All (7) Insightly Screenshots

17hats

Insightly

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

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

17hats

Insightly

Likelihood to Recommend

17hats

Insightly

Pros

17hats

Insightly

Cons

17hats

Insightly