What users are saying about
17 Ratings
Top Rated
624 Ratings
17 Ratings
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Score 7.2 out of 100
Top Rated
624 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

Accelo

Accelo is a system that can do it all. It's extremely sophisticated. Depending on the sophistication of your organization, or specifically the abilities of the people you put in charge of the implementation, it can almost be too sophisticated. It all just depends on your situation. The more you use it, the more data you give it, the more you'll be able to see and do. It's incredibly powerful. But it's definitely not a tool that would be appropriate for smaller boutique type organizations that have only basic needs.
Charles Fashana, MBA | TrustRadius Reviewer

Insightly

It provides real-time updates on the campaigns and projects that are carried out within this platform. It is simple to use, but I recommend it for small projects because it lacks certain tools that would define it as a professional CRM tool.
Stella Olsson | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Accelo
Insightly
8.0
Customer data management / contact management
Accelo
Insightly
8.8
Workflow management
Accelo
Insightly
7.8
Territory management
Accelo
Insightly
7.8
Opportunity management
Accelo
Insightly
8.1
Integration with email client (e.g., Outlook or Gmail)
Accelo
Insightly
8.5
Contract management
Accelo
Insightly
6.5
Quote & order management
Accelo
Insightly
8.5
Interaction tracking
Accelo
Insightly
8.2
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
7.7
Lead management
Accelo
Insightly
8.0
Email marketing
Accelo
Insightly
7.4

CRM Project Management

Accelo
Insightly
7.2
Task management
Accelo
Insightly
7.6
Billing and invoicing management
Accelo
Insightly
6.0
Reporting
Accelo
Insightly
8.0

CRM Reporting & Analytics

Accelo
Insightly
7.4
Forecasting
Accelo
Insightly
7.0
Pipeline visualization
Accelo
Insightly
7.9
Customizable reports
Accelo
Insightly
7.3

Customization

Accelo
Insightly
7.2
Custom fields
Accelo
Insightly
7.6
Custom objects
Accelo
Insightly
7.4
Scripting environment
Accelo
Insightly
6.8
API for custom integration
Accelo
Insightly
6.8

Security

Accelo
Insightly
8.7
Single sign-on capability
Accelo
Insightly
9.0
Role-based user permissions
Accelo
Insightly
8.4

Social CRM

Accelo
Insightly
7.4
Social data
Accelo
Insightly
6.8
Social engagement
Accelo
Insightly
8.0

Integrations with 3rd-party Software

Accelo
Insightly
6.1
Marketing automation
Accelo
Insightly
7.1
Compensation management
Accelo
Insightly
5.1

Platform

Accelo
Insightly
7.4
Mobile access
Accelo
Insightly
7.4

Pros

Accelo

  • Timing Client Work: You are able to better manage your time on your clients.
  • Housing Client Info in one Area: You can view all you need for any given client in one area.
Anonymous | TrustRadius Reviewer

Insightly

  • Insightly competes extremely well cost-wise with almost all other CRMs with similar capabilities that are out there.
  • The customer service portal contains a lot of helpful information that is fairly easy to search and navigate. When at a loss, contacting a real person for help via email is easy.
  • The contact and organization records are easy to search and download. Duplicates are fairly easy to merge.
Anonymous | TrustRadius Reviewer

Cons

Accelo

  • 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 | 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

Accelo

Accelo 9.0
Based on 1 answer
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Brendon O'Sullivan | TrustRadius Reviewer

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

Accelo

Accelo 7.0
Based on 1 answer
No answer on this topic is available.

Insightly

Insightly 10.0
Based on 49 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

Accelo

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.
Jane Beisell PMP, CIA | TrustRadius Reviewer

Performance

Accelo

Accelo 10.0
Based on 1 answer
No answer on this topic is available.

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.
Douglas Psulkowski, P.E. | TrustRadius Reviewer

Support Rating

Accelo

Accelo 7.4
Based on 4 answers
From the beginning the Accelo team has been very invested in ensuring our success and overall happiness with the platform. The initial implementation specialists and trainers did a fairly good job of learning our company and needs, and tried to tailor the trainings accordingly. However, once we made the formal switch to the platform, meaning we no longer were using our legacy systems, we found that we had a lot of questions....and a lot of ideas and recommendations. The support team is extremely responsive and seemingly happy to receive our continual feedback. And if we encounter an issue that seems to be a system issue, they work diligently to fix it (we've actually had an engineer join a call with us to learn of the issue - and subsequently fix it)
Charles Fashana, MBA | TrustRadius Reviewer

Insightly

Insightly 5.7
Based on 30 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

Accelo

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
Eduardo Reyes | TrustRadius Reviewer

Implementation Rating

Accelo

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!
Jeremy Grant | TrustRadius Reviewer

Alternatives Considered

Accelo

We used Workfront prior to using Accelo, mainly for project management and retainer management. There is no comparison between the two as Accelo blows it away.
Chris Osterhout | TrustRadius Reviewer

Insightly

Salesforce will always be the crown jewel of CRM tools. The robust features and ability to integrate with other tools makes it difficult to challenge. But you get what you pay for and Salesforce is incredibly expensive. That's why my company likes using Insightly because of the cost impact to our business. It's not nearly as pricey and we end up using most of the features available.
Anonymous | TrustRadius Reviewer

Scalability

Accelo

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

Accelo

  • Helps with tracking prospects through the sales/marketing funnel
  • Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.
Anonymous | 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

Accelo

General

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

* Per Installation

Accelo Editions & Modules

Edition
Projects (Per Month on Annual Contract)$391
Sales (Per Month on Annual Contract)$391
Retainers (Per Month on Annual Contract)$391
Service (Per Month on Annual Contract)$391
ServOps (Per Month on Annual Contract)$791
  1. per user
Additional Pricing Details
ServOps is the all-in-one solution which includes Projects, Retainers, Sales and Service together.

Insightly

General

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

Insightly Editions & Modules

Edition
Marketing - Plus$2991
Marketing - Professional$5991
Marketing - Enterprise$1,2991
CRM - Plus$292
CRM - Professional$492
CRM - Enterprise$992
  1. per month
  2. per user/per month
Additional Pricing Details
All plans are billed annually.

Rating Summary

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