What users are saying about
12 Ratings

Insightly

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Top Rated
555 Ratings
12 Ratings
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Score 6.2 out of 101

Insightly

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Top Rated
555 Ratings
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Score 8.1 out of 101

Add comparison

Likelihood to Recommend

Accelo

Pretty good as a basic CRM, decent as a support desk. Tries to do a lot, but doesn't excel at any one thing. Reasonably priced, though, and can be a component in a larger setup.
Ryan Freeman profile photo

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
3.5
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
7.4
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
7.1

CRM Project Management

Accelo
Insightly
6.6
Task management
Accelo
Insightly
7.8
Billing and invoicing management
Accelo
Insightly
4.7
Reporting
Accelo
Insightly
7.3

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
7.5

Security

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

Social CRM

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

Integrations with 3rd-party Software

Accelo
Insightly
6.0
Marketing automation
Accelo
Insightly
6.9
Compensation management
Accelo
Insightly
5.1

Platform

Accelo
Insightly
7.5
Mobile access
Accelo
Insightly
7.5

Pros

  • Retainer Management - I am not sure we could run retainers effectively without it.
  • Hour Logging and Tracking.
  • Customer Email Tracking.
Chris Osterhout profile photo
  • Task Sync to Google Calendar. This is especially strong and helps to keep a daily agenda on point for me.
  • Task notifications. This helps me keep on point as it keeps me locked into my timeline of development. I'm extremely busy, so having this reminder system on my phone and in emails is helpful.
  • Notes: I love the notes feature, which helps keep my projects well organized for others that might step into them. I stopped using Google Keep once I got a handle on Notes in Insightly.
Chris Akin profile photo

Cons

  • Cumbersome processes - feels like tasks take longer than they should.
  • We gave up on the Projects module, it was rather unintuitive. Switched to JIRA, which integrates with the Support module of Accelo.
  • Each email address requires a new contact. If one person uses multiple email addresses to contact you, that info will have to be spread across multiple contacts.
Ryan Freeman profile photo
  • After entering a facility into Insightly, and trying to converge them with Quickbooks, the name of the organization automatically defaults to the person entered as the primary, and not the organization. It would be nice if the organization appeared as the primary.
  • To have the ability to create a map and pin all of our programs
  • Automate reminders from a certain date
Matt McCoy 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
I've got so much of value archived and I value it's easy accessibility.
Rob Schanilec profile photo

Usability

Accelo7.0
Based on 1 answer
No answer on this topic is available.
Insightly8.6
Based on 47 answers
In general, Insightly is an very easy to use CRM package - this is a key reason I have chosen to use it.But when adding tasks, or sending an email for instance - these items are not automatically linked to the Opportunity. For instance, and email is known to be associated with a specific Opportunity by Insightly. But when I send an email, I need to go search for the email I just sent, and then manually link the email with the Opportunity.The same can be said for tasks. I might be viewing an Opportunity record and add a task. I would expect that the task should automatically be associated with the opportunity and the contact - but this doesn't occur unless I make manual changes.These are known requests to the Insightly development team - but at this point in time, have not yet been added as features.
David Simpson 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.
Insightly8.4
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
Insightly3.2
Based on 14 answers
I only needed support once, and the answer was outstanding. Support was quick, and personal, with a "real" person on the other side. It's not that much as an experience, but I felt there was great company at the other side of the wire.
Massimo Pizzetti 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
Nothing specifico.
Massimo Pizzetti 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
I used a very dated version of Filemaker Pro. It was useful to a degree but had become overloaded with useless entries. It did not interact with Quickbooks which made invoicing take longer. This made it take longer to get receivables. Quotes were difficult to get out and not often received.
Matt McCoy 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

  • It substantially reduced the number of systems we use to run our business.
  • It reduced the need to train our staff on a variety of platforms.
  • It gave us the ability to have a client-facing portal that directly integrates with our backend systems.
Chris Osterhout profile photo
  • Insightly has had a positive impact with regard to employee efficiency. Time is saved searching through emails. Fewer emails need to be sent with regard to 'status' updates about where an account falls within the sales pipeline.
  • Insightly has also helped to ensure that leads are followed up with, though I cannot say it has had a direct impact on conversion rates.
Vanessa Johnson 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