Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Accelo
Score 8.3 out of 10
Small Businesses (1-50 employees)
Accelo is used by professional service businesses to manage their client work. The cloud-based platform manages client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, and resourcing. With an emphasis on time and money, the client work management platform gives a holistic view of up-to-date business data and financial performance. It presents client communications, activities and work centralized in a single platform, so users know…
$24
per month per user
Insightly
Score 8.6 out of 10
N/A
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$0
per month Up to 2 users
Pricing
AcceloInsightly
Editions & Modules
Plus
$24
per month per user / per product
Premium
$39
per month per user / per product
Free
$0
per month Up to 2 users
Plus
$29.00
Per User/Per Month (billed annually)
Professional
$49.00
Per User/Per Month (billed annually)
Enterprise
$99.00
Per User/Per Month (billed annually)
Offerings
Pricing Offerings
AcceloInsightly
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsAccelo Plans start at $120.00 Per Month (on an Annual Contract) for Plus, and $195.00 Per Month (on an Annual Contract) for Premium. Plans include 5 Licenses which are used for various Accelo Products: Sales & Quotes, Projects, Tickets, Retainers, Billing, and Reports.
More Pricing Information
Community Pulse
AcceloInsightly
Considered Both Products
Accelo
Chose 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 …
Insightly

No answer on this topic

Top Pros
Top Cons
Features
AcceloInsightly
Project Management
Comparison of Project Management features of Product A and Product B
Accelo
7.6
6 Ratings
1% above category average
Insightly
-
Ratings
Task Management9.26 Ratings00 Ratings
Resource Management8.04 Ratings00 Ratings
Gantt Charts8.02 Ratings00 Ratings
Scheduling6.76 Ratings00 Ratings
Workflow Automation7.55 Ratings00 Ratings
Team Collaboration6.75 Ratings00 Ratings
Support for Agile Methodology7.94 Ratings00 Ratings
Support for Waterfall Methodology4.82 Ratings00 Ratings
Email integration7.26 Ratings00 Ratings
Mobile Access7.95 Ratings00 Ratings
Timesheet Tracking9.25 Ratings00 Ratings
Change request and Case Management7.54 Ratings00 Ratings
Budget and Expense Management8.66 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Accelo
7.8
6 Ratings
5% above category average
Insightly
-
Ratings
Quotes/estimates7.65 Ratings00 Ratings
Invoicing8.64 Ratings00 Ratings
Project & financial reporting8.15 Ratings00 Ratings
Integration with accounting software7.04 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Accelo
-
Ratings
Insightly
7.6
379 Ratings
1% below category average
Customer data management / contact management00 Ratings8.7365 Ratings
Workflow management00 Ratings8.2331 Ratings
Territory management00 Ratings7.657 Ratings
Opportunity management00 Ratings7.9332 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.6338 Ratings
Contract management00 Ratings6.521 Ratings
Quote & order management00 Ratings6.752 Ratings
Interaction tracking00 Ratings7.3295 Ratings
Channel / partner relationship management00 Ratings7.724 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Accelo
-
Ratings
Insightly
7.1
13 Ratings
6% below category average
Case management00 Ratings7.011 Ratings
Call center management00 Ratings7.28 Ratings
Help desk management00 Ratings7.19 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Accelo
-
Ratings
Insightly
7.6
296 Ratings
1% above category average
Lead management00 Ratings8.0282 Ratings
Email marketing00 Ratings7.2232 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Accelo
-
Ratings
Insightly
7.7
364 Ratings
1% above category average
Task management00 Ratings8.5355 Ratings
Billing and invoicing management00 Ratings6.039 Ratings
Reporting00 Ratings8.7301 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Accelo
-
Ratings
Insightly
8.0
325 Ratings
5% above category average
Forecasting00 Ratings7.092 Ratings
Pipeline visualization00 Ratings8.5303 Ratings
Customizable reports00 Ratings8.4290 Ratings
Customization
Comparison of Customization features of Product A and Product B
Accelo
-
Ratings
Insightly
8.2
325 Ratings
8% above category average
Custom fields00 Ratings9.1324 Ratings
Custom objects00 Ratings8.785 Ratings
Scripting environment00 Ratings6.86 Ratings
API for custom integration00 Ratings8.1165 Ratings
Security
Comparison of Security features of Product A and Product B
Accelo
-
Ratings
Insightly
8.1
277 Ratings
3% below category average
Single sign-on capability00 Ratings8.3247 Ratings
Role-based user permissions00 Ratings7.8182 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Accelo
-
Ratings
Insightly
7.4
90 Ratings
2% above category average
Social data00 Ratings6.825 Ratings
Social engagement00 Ratings8.078 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Accelo
-
Ratings
Insightly
6.0
136 Ratings
18% below category average
Marketing automation00 Ratings6.8136 Ratings
Compensation management00 Ratings5.14 Ratings
Platform
Comparison of Platform features of Product A and Product B
Accelo
-
Ratings
Insightly
8.5
298 Ratings
12% above category average
Mobile access00 Ratings8.5298 Ratings
Best Alternatives
AcceloInsightly
Small Businesses
FunctionFox
FunctionFox
Score 8.3 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Quickbase
Quickbase
Score 9.2 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
AcceloInsightly
Likelihood to Recommend
8.1
(8 ratings)
8.8
(397 ratings)
Likelihood to Renew
9.0
(1 ratings)
8.2
(30 ratings)
Usability
7.0
(1 ratings)
8.7
(133 ratings)
Availability
-
(0 ratings)
10.0
(4 ratings)
Performance
10.0
(1 ratings)
10.0
(23 ratings)
Support Rating
8.2
(3 ratings)
7.0
(32 ratings)
Online Training
-
(0 ratings)
10.0
(6 ratings)
Implementation Rating
-
(0 ratings)
6.4
(22 ratings)
Configurability
-
(0 ratings)
7.0
(16 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
10.0
(1 ratings)
Ease of integration
-
(0 ratings)
10.0
(9 ratings)
Product Scalability
-
(0 ratings)
10.0
(7 ratings)
Vendor post-sale
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
AcceloInsightly
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.
Read full review
Insightly, Inc.
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
Read full review
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.
Read full review
Insightly, Inc.
  • Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
  • Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
  • Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
Read full review
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.
Read full review
Insightly, Inc.
  • There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
  • Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
  • Items such as Contacts and Organizations don't always link together.
Read full review
Likelihood to Renew
Accelo
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Read full review
Insightly, Inc.
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
Read full review
Usability
Accelo
No answers on this topic
Insightly, Inc.
The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
Read full review
Reliability and Availability
Accelo
No answers on this topic
Insightly, Inc.
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.
Read full review
Performance
Accelo
No answers on this topic
Insightly, Inc.
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.
Read full review
Support Rating
Accelo
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)
Read full review
Insightly, Inc.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
Read full review
Online Training
Accelo
No answers on this topic
Insightly, Inc.
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
Read full review
Implementation Rating
Accelo
No answers on this topic
Insightly, Inc.
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
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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.
Read full review
Insightly, Inc.
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
Read full review
Scalability
Accelo
No answers on this topic
Insightly, Inc.
(+) 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.
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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.
Read full review
Insightly, Inc.
  • We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
  • Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.
Read full review
ScreenShots

Accelo Screenshots

Screenshot of PSA / Platform - Transform the way you manage client workScreenshot of CRM - Communicate, track and engage with leads and clientsScreenshot of Sales - Create, cultivate & convert leads into relationshipsScreenshot of Quotes - Compose, modify & send professional work proposalsScreenshot of Projects - Plan, manage & collaborate on client deliverablesScreenshot of Tickets - Submit, monitor & complete ad-hoc work requests

Insightly Screenshots

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of