What users are saying about
12 Ratings

Insightly

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Top Rated
565 Ratings
12 Ratings
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Score 6.2 out of 101

Insightly

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Top Rated
565 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8 out of 101

Add comparison

Likelihood to Recommend

Accelo

If you are looking for a basic CRM this tool would work. It has lots of room to grow.
No photo available

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. profile photo

Feature Rating Comparison

Project Management

Accelo
5.3
Insightly
Task Management
Accelo
5.0
Insightly
Resource Management
Accelo
5.5
Insightly
Gantt Charts
Accelo
6.0
Insightly
Scheduling
Accelo
5.0
Insightly
Workflow Automation
Accelo
5.0
Insightly
Team Collaboration
Accelo
4.3
Insightly
Support for Agile Methodology
Accelo
3.7
Insightly
Support for Waterfall Methodology
Accelo
5.0
Insightly
Email integration
Accelo
7.4
Insightly
Mobile Access
Accelo
4.5
Insightly
Timesheet Tracking
Accelo
7.1
Insightly
Change request and Case Management
Accelo
5.1
Insightly
Budget and Expense Management
Accelo
5.1
Insightly

Professional Services Automation

Accelo
4.7
Insightly
Quotes/estimates
Accelo
3.6
Insightly
Invoicing
Accelo
4.1
Insightly
Project & financial reporting
Accelo
5.1
Insightly
Integration with accounting software
Accelo
6.1
Insightly

Sales Force Automation

Accelo
Insightly
7.3
Customer data management / contact management
Accelo
Insightly
8.4
Workflow management
Accelo
Insightly
7.4
Territory management
Accelo
Insightly
6.1
Opportunity management
Accelo
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Accelo
Insightly
7.5
Contract management
Accelo
Insightly
6.5
Quote & order management
Accelo
Insightly
7.2
Interaction tracking
Accelo
Insightly
7.3
Channel / partner relationship management
Accelo
Insightly
7.7

Customer Service & Support

Accelo
Insightly
7.1
Case management
Accelo
Insightly
7.0
Call center management
Accelo
Insightly
7.2
Help desk management
Accelo
Insightly
7.1

Marketing Automation

Accelo
Insightly
7.4
Lead management
Accelo
Insightly
7.6
Email marketing
Accelo
Insightly
7.2

CRM Project Management

Accelo
Insightly
6.7
Task management
Accelo
Insightly
7.8
Billing and invoicing management
Accelo
Insightly
4.8
Reporting
Accelo
Insightly
7.4

CRM Reporting & Analytics

Accelo
Insightly
7.1
Forecasting
Accelo
Insightly
6.6
Pipeline visualization
Accelo
Insightly
7.3
Customizable reports
Accelo
Insightly
7.5

Customization

Accelo
Insightly
7.1
Custom fields
Accelo
Insightly
7.6
Custom objects
Accelo
Insightly
6.6
Scripting environment
Accelo
Insightly
6.8
API for custom integration
Accelo
Insightly
7.6

Security

Accelo
Insightly
8.0
Single sign-on capability
Accelo
Insightly
7.9
Role-based user permissions
Accelo
Insightly
8.0

Social CRM

Accelo
Insightly
6.9
Social data
Accelo
Insightly
6.8
Social engagement
Accelo
Insightly
6.9

Integrations with 3rd-party Software

Accelo
Insightly
6.1
Marketing automation
Accelo
Insightly
7.0
Compensation management
Accelo
Insightly
5.2

Platform

Accelo
Insightly
7.5
Mobile access
Accelo
Insightly
7.5

Pros

  • Allows you to send emails directly from the target's account
  • Allows you to create tasks
  • Keeping track of notes made is easy
No photo available
  • We have been able to customize fields to address our needs. Our industry is not well known so typical fields do not address all the areas we record.
  • We have made extensive use of tags to categorize specific groups within groups that we want to monitor.
  • We have been able to completely customize the workflow process and steps to complete projects.
Ann Matuszak profile photo

Cons

  • Difficult to upload targets
  • Not easy to modify a target
  • When uploading targets you can not attach them to tags until after they are uploaded.
  • When listing opportunities in the system, you are limited with what stage the opportunity is in and the star system is not very helpful. The status' are very vague and not always accurate.
No photo available
  • PLEASE add a DocuSign module! It is the only real reason we have considered other CRM companies!
  • Some of the workflow from completing a task but then checking off a task as done is a bit awkward and cumbersome.
  • Would love to be able to add more than 15 business cards per month. Do not want to upgrade for that alone.
Ann Matuszak profile photo

Likelihood to Renew

Accelo9.0
Based on 1 answer
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Brendon O'Sullivan profile photo
Insightly9.0
Based on 18 answers
Because we are doing well with Insightly and we expect to improve it
Alvaro Satrustegui profile photo

Usability

Accelo7.0
Based on 1 answer
No answer on this topic is available.
Insightly8.6
Based on 47 answers
We don't have a lot of users but those who use it, including myself, have found it very straightforward and intuitive.
John Eggenberger profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Insightly10.0
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 profile photo

Performance

Accelo10.0
Based on 1 answer
No answer on this topic is available.
Insightly8.3
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Moshe Kogos profile photo

Support

No score
No answers yet
No answers on this topic
Insightly3.0
Based on 14 answers
Insightly's customer support staff is knowledgeable and fairly quick to respond, although there is no telephone support. It all has to be handled through support tickets or email
Ron Sherwood profile photo

Online Training

No score
No answers yet
No answers on this topic
Insightly9.0
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 profile photo

Implementation

No score
No answers yet
No answers on this topic
Insightly8.5
Based on 19 answers
The sooner you dive in the better. it's going to take months of dedicated usage before you start enjoying the benefits of it's organizational/archiving ability.
Rob Schanilec profile photo

Alternatives Considered

Accelo doesn't really exceed any competitors in any one area of their product, but in 2015 when we made the move this was the best option that included all the tools we wanted. However, user adoption was low in some areas due to the UI, so we scaled back Accelo and added other tools.
Ryan Freeman profile photo
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 profile photo

Scalability

No score
No answers yet
No answers on this topic
Insightly7.8
Based on 6 answers
Would be nice to have certain allotment of memory per user
Gordon World profile photo

Return on Investment

  • Allows our growing team to have more client information and context accessible during client interactions.
Ryan Freeman profile photo
  • Since we're a start up there is no benchmark against which to measure the delta. Overall, I'm pleased with Insightly and feel it provides a solid, single program that helps us effectively manage our business.
John Eggenberger profile photo

Pricing Details

Accelo

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  Per Installation
Accelo Editions & Modules
Accelo
Edition
Plus
$191
Premium
$341
1. Per User
Additional Pricing Details

Insightly

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
Insightly Editions & Modules
Insightly
Additional Pricing Details