What users are saying about
36 Ratings
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Top Rated
661 Ratings
36 Ratings
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Score 8.8 out of 100

Insightly

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Top Rated
661 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.9 out of 100

Feature Set Ratings

    Sales Force Automation

    Accelo

    Feature Set Not Supported
    N/A
    8.1

    Insightly

    81%
    Insightly ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    9.0
    90%
    304 Ratings

    Workflow management

    N/A
    0 Ratings
    8.7
    87%
    272 Ratings

    Territory management

    N/A
    0 Ratings
    8.1
    81%
    31 Ratings

    Opportunity management

    N/A
    0 Ratings
    8.4
    84%
    279 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    N/A
    0 Ratings
    8.7
    87%
    284 Ratings

    Contract management

    N/A
    0 Ratings
    6.5
    65%
    21 Ratings

    Quote & order management

    N/A
    0 Ratings
    7.8
    78%
    24 Ratings

    Interaction tracking

    N/A
    0 Ratings
    8.1
    81%
    249 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    7.7
    77%
    24 Ratings

    Customer Service & Support

    Accelo

    Feature Set Not Supported
    N/A
    7.1

    Insightly

    71%
    Insightly ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    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

    Accelo

    Feature Set Not Supported
    N/A
    8.0

    Insightly

    80%
    Insightly ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    8.1
    81%
    237 Ratings

    Email marketing

    N/A
    0 Ratings
    8.0
    80%
    192 Ratings

    CRM Project Management

    Accelo

    Feature Set Not Supported
    N/A
    7.6

    Insightly

    76%
    Insightly ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    8.4
    84%
    292 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    6.0
    60%
    39 Ratings

    Reporting

    N/A
    0 Ratings
    8.3
    83%
    245 Ratings

    CRM Reporting & Analytics

    Accelo

    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

    Customization

    Accelo

    Feature Set Not Supported
    N/A
    7.5

    Insightly

    75%
    Insightly ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    8.6
    86%
    266 Ratings

    Custom objects

    N/A
    0 Ratings
    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

    Accelo

    Feature Set Not Supported
    N/A
    8.7

    Insightly

    87%
    Insightly ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    8.8
    88%
    202 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    8.5
    85%
    133 Ratings

    Social CRM

    Accelo

    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

    Integrations with 3rd-party Software

    Accelo

    Feature Set Not Supported
    N/A
    6.6

    Insightly

    66%
    Insightly ranks higher in 2/2 features

    Marketing automation

    N/A
    0 Ratings
    8.1
    81%
    100 Ratings

    Compensation management

    N/A
    0 Ratings
    5.1
    51%
    4 Ratings

    Platform

    Accelo

    Feature Set Not Supported
    N/A
    8.9

    Insightly

    89%
    Insightly ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    8.9
    89%
    259 Ratings

    Attribute Ratings

    • Accelo is rated higher in 3 areas: Likelihood to Recommend, Likelihood to Renew, Performance
    • Insightly is rated higher in 2 areas: Usability, Support Rating

    Likelihood to Recommend

    8.8

    Accelo

    88%
    8 Ratings
    8.2

    Insightly

    82%
    329 Ratings

    Likelihood to Renew

    9.0

    Accelo

    90%
    1 Rating
    7.1

    Insightly

    71%
    20 Ratings

    Usability

    7.0

    Accelo

    70%
    1 Rating
    9.0

    Insightly

    90%
    62 Ratings

    Availability

    Accelo

    N/A
    0 Ratings
    10.0

    Insightly

    100%
    6 Ratings

    Performance

    10.0

    Accelo

    100%
    2 Ratings
    8.3

    Insightly

    83%
    44 Ratings

    Support Rating

    7.5

    Accelo

    75%
    5 Ratings
    8.4

    Insightly

    84%
    42 Ratings

    Online Training

    Accelo

    N/A
    0 Ratings
    9.0

    Insightly

    90%
    5 Ratings

    Implementation Rating

    Accelo

    N/A
    0 Ratings
    8.6

    Insightly

    86%
    57 Ratings

    Product Scalability

    Accelo

    N/A
    0 Ratings
    7.8

    Insightly

    78%
    6 Ratings

    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

    I think Insightly is a pretty good option for anyone looking for a database for their contacts. The different plans allow for a small number of contacts to a larger number for bigger companies. I'm not sure that really is a database that is completely perfect for everyone, but Insightly does a great job of covering at least a little bit of everything which makes it relevant to a lot of industries. I would say that if you are a really tiny company, this probably isn't the best software for your contact.
    Amy O'Day | TrustRadius Reviewer

    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

    • 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.
    Michael Guth | TrustRadius Reviewer

    Cons

    Accelo

    • Accelo is excellent on the adaptation to its deep functionalities.
    • Managing multiple project is very challenging.
    • Not easy to collect multiple reports across platforms.
    Johnson Martins | TrustRadius Reviewer

    Insightly

    • 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
    Anonymous | TrustRadius Reviewer

    Pricing Details

    Accelo

    General

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

    Starting Price

    $39 per user

    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

    Starting Price

    $0 per month Up to 2 users

    Insightly Editions & Modules

    Edition
    Plus$29.001
    Professional$49.001
    Enterprise$99.001
    Free$02
    1. Per User/Per Month (billed annually)
    2. per month Up to 2 users
    Additional Pricing Details

    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 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
    Vanessa Johnson | TrustRadius Reviewer

    Usability

    Accelo

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

    Insightly

    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.
    Anonymous | 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 2 answers
    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 7.5
    Based on 5 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 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.
    Shivam Bhatt | 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

    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 | TrustRadius Reviewer

    Insightly

    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.
    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

    • 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 | TrustRadius Reviewer

    Insightly

    • 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.
    Stella Olsson | TrustRadius Reviewer

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