What users are saying about
37 Ratings
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Top Rated
611 Ratings
37 Ratings
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Score 7.7 out of 100

Insightly

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Top Rated
611 Ratings
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Score 8 out of 100

Likelihood to Recommend

1CRM

It is well suited for a small enterprise which is looking at budget as its main constraint, as this is literally the best priced model at $12 a month. Then again it provides much more than the basic CRM functionality, this also is good for any medium enterprises looking to work on its productivity in all the intertwined departments of sales, marketing, order management, project management, and finance.
Prashant Choudhary | TrustRadius Reviewer

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

1CRM
9.0
Insightly
7.8
Customer data management / contact management
1CRM
9.0
Insightly
8.7
Workflow management
1CRM
9.0
Insightly
7.8
Territory management
1CRM
9.0
Insightly
7.6
Opportunity management
1CRM
10.0
Insightly
8.1
Integration with email client (e.g., Outlook or Gmail)
1CRM
9.0
Insightly
8.2
Contract management
1CRM
7.0
Insightly
6.5
Quote & order management
1CRM
10.0
Insightly
8.0
Interaction tracking
1CRM
9.0
Insightly
8.0
Channel / partner relationship management
1CRM
9.0
Insightly
7.7

Customer Service & Support

1CRM
9.3
Insightly
7.1
Case management
1CRM
10.0
Insightly
7.0
Call center management
1CRM
9.0
Insightly
7.2
Help desk management
1CRM
9.0
Insightly
7.1

Marketing Automation

1CRM
10.0
Insightly
7.9
Lead management
1CRM
10.0
Insightly
8.0
Email marketing
1CRM
10.0
Insightly
7.8

CRM Project Management

1CRM
9.7
Insightly
7.2
Task management
1CRM
9.0
Insightly
7.8
Billing and invoicing management
1CRM
10.0
Insightly
5.9
Reporting
1CRM
10.0
Insightly
7.8

CRM Reporting & Analytics

1CRM
9.0
Insightly
7.4
Forecasting
1CRM
8.0
Insightly
7.0
Pipeline visualization
1CRM
9.0
Insightly
7.7
Customizable reports
1CRM
10.0
Insightly
7.6

Customization

1CRM
8.5
Insightly
7.4
Custom fields
1CRM
8.0
Insightly
7.8
Custom objects
1CRM
8.0
Insightly
7.3
Scripting environment
1CRM
9.0
Insightly
6.8
API for custom integration
1CRM
9.0
Insightly
7.7

Security

1CRM
8.5
Insightly
8.3
Single sign-on capability
1CRM
8.0
Insightly
8.5
Role-based user permissions
1CRM
9.0
Insightly
8.2

Social CRM

1CRM
7.5
Insightly
7.4
Social data
1CRM
7.0
Insightly
6.8
Social engagement
1CRM
8.0
Insightly
7.9

Integrations with 3rd-party Software

1CRM
9.5
Insightly
6.2
Marketing automation
1CRM
9.0
Insightly
7.3
Compensation management
1CRM
10.0
Insightly
5.1

Platform

1CRM
9.0
Insightly
7.8
Mobile access
1CRM
9.0
Insightly
7.8

Pros

1CRM

  • Sales management.
  • Marketing management.
Prashant Choudhary | TrustRadius Reviewer

Insightly

  • Within GMAIL - the sidebar is an amazing tool and has so much potential!
  • Within GMAIL - so save into Insightly and link is very very helpful
  • Insightly's search is very good
  • Being able to tag the contact is helpful
  • The corroboration with Mailchimp is awesome
Joanne Grams | TrustRadius Reviewer

Cons

1CRM

  • Some random logouts but way less compared to others.
  • Becomes a little cluttered as it has all products, services and order management.
Prashant Choudhary | 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

1CRM

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

1CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 47 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

1CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 10.0
Based on 3 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

1CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 22 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

1CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 1.5
Based on 14 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

1CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Jane Beisell PMP, CIA | TrustRadius Reviewer

Implementation Rating

1CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 19 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

1CRM

1CRM has the lowest price and is not just a CRM but a bundle of efficient tools in one package that improves the motion of the entire framework in an organization in a fluid and synchronized way. It provides a platform to improve the productivity on each and every step and the power to coalesce several departments to work in an orderly manner.
This helps any small or medium enterprises unleash the power of automation as well as overall management of projects, services and deliverables.
Prashant Choudhary | TrustRadius Reviewer

Insightly

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak | TrustRadius Reviewer

Scalability

1CRM

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

1CRM

  • It has overall increased sales productivity.
  • Has reduced lead time for customer and made the deliveries faster and more efficient.
Prashant Choudhary | 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

1CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Insightly

General

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

Rating Summary

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