What users are saying about

AceProject

6 Ratings

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Top Rated
547 Ratings

AceProject

6 Ratings
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Score 6.5 out of 101

Insightly<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

Top Rated
547 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.1 out of 101

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Likelihood to Recommend

AceProject

It is well suited if you have a specific work force or are working in a production or an assembly line style environment. It is also well suited if you have small teams that have to get out a certain amount of product in set periods of time. AceProjects is great for monitoring how long each individual spent on their specific task and subsequently how long the team took to complete their work.
Kyle Culpepper 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

AceProject
3.2
Insightly
Task Management
AceProject
5.0
Insightly
Resource Management
AceProject
6.0
Insightly
Gantt Charts
AceProject
3.0
Insightly
Scheduling
AceProject
4.0
Insightly
Workflow Automation
AceProject
1.0
Insightly
Team Collaboration
AceProject
5.0
Insightly
Support for Agile Methodology
AceProject
1.0
Insightly
Support for Waterfall Methodology
AceProject
1.0
Insightly
Document Management
AceProject
1.0
Insightly
Email integration
AceProject
2.0
Insightly
Mobile Access
AceProject
1.0
Insightly
Timesheet Tracking
AceProject
8.0
Insightly
Change request and Case Management
AceProject
4.0
Insightly
Budget and Expense Management
AceProject
3.0
Insightly

Professional Services Automation

AceProject
2.0
Insightly
Project & financial reporting
AceProject
2.0
Insightly

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

AceProject
Insightly
7.4
Lead management
AceProject
Insightly
7.7
Email marketing
AceProject
Insightly
7.1

CRM Project Management

AceProject
Insightly
6.6
Task management
AceProject
Insightly
7.8
Billing and invoicing management
AceProject
Insightly
4.7
Reporting
AceProject
Insightly
7.4

CRM Reporting & Analytics

AceProject
Insightly
7.1
Forecasting
AceProject
Insightly
6.5
Pipeline visualization
AceProject
Insightly
7.3
Customizable reports
AceProject
Insightly
7.5

Customization

AceProject
Insightly
7.1
Custom fields
AceProject
Insightly
7.6
Custom objects
AceProject
Insightly
6.6
Scripting environment
AceProject
Insightly
6.8
API for custom integration
AceProject
Insightly
7.5

Security

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

Social CRM

AceProject
Insightly
6.8
Social data
AceProject
Insightly
6.8
Social engagement
AceProject
Insightly
6.7

Integrations with 3rd-party Software

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

Platform

AceProject
Insightly
7.5
Mobile access
AceProject
Insightly
7.5

Pros

  • Time Tracking
  • Resource allocation
  • Easy to implement, small adoption curve.
Kyle Culpepper profile photo
  • 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

  • Expand on data tracking
  • Improve report generation
  • Break out from just being a time clock manager.
Kyle Culpepper profile photo
  • Insightly needs to link up with Skype so calls can be made from inside insightly and recorded there.
Steve Wallace profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Insightly9.0
Based on 18 answers
Right now we're not contemplating the move to another CRM platform so we'll definitely renew with Insightly.
John Eggenberger profile photo

Usability

No score
No answers yet
No answers on this topic
Insightly8.5
Based on 47 answers
If you use form sales calls, follow ups, opportunity traking (as me) it's a great tool, that has changed my work experience and productivity.
Ricardo Fabre 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

No score
No answers yet
No answers on this topic
Insightly8.4
Based on 22 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. profile photo

Support

No score
No answers yet
No answers on this topic
Insightly3.2
Based on 14 answers
The online videos and FAQ are very helpful for a general working knowledge of the product. More detailed questions have been submitted to the support staff and they've always been timely in their reply. They don't always give the desired answer but they do get back quickly.
John Eggenberger 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

Kyle Culpepper profile photo
It was fair but was a little clunky with lots of bugs. The best think about plan plus is the ABC, 123 task priority assignment capability. Insightly is not buggy at all (maybe some very obscure bugs but for the most part pretty reliable. I can get around the lack of automatic ABC, 123 prioritizing in Insightly by just typing the correct priority in for each task and Insightly does the sorting.
Steve Wallace profile photo

Scalability

No score
No answers yet
No answers on this topic
Insightly7.8
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 profile photo

Return on Investment

  • We were able to track our production teams work and refine our methods to improve deliverable dates.
  • Once our staff reached a certain size the capability of the software began to lag. Diminishing returns.
  • The lack of reporting features made data regression and extrapolation difficult.
Kyle Culpepper profile photo
  • 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 profile photo

Pricing Details

AceProject

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Additional Pricing Details

Insightly

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