What users are saying about
6 Ratings

Insightly

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Top Rated
562 Ratings
6 Ratings
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Score 6.6 out of 101

Insightly

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Top Rated
562 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

Add comparison

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

Mail Merge! How easy it is to create an email and not only add user fields but be able to edit individual emails while reviewing!
Joanne Grams 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
7.5
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
7.6
Email marketing
AceProject
Insightly
7.2

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
6.6
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
7.6

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
6.9

Integrations with 3rd-party Software

AceProject
Insightly
6.0
Marketing automation
AceProject
Insightly
6.9
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
  • Within GMAIL - the sidebar is an amazing tool and has so much potential!
  • Within GMAIL - so save into Insightly and link is very very helpful
  • Insightly's search is very good
  • Being able to tag the contact is helpful
  • The corroboration with Mailchimp is awesome
Joanne Grams profile photo

Cons

  • Expand on data tracking
  • Improve report generation
  • Break out from just being a time clock manager.
Kyle Culpepper profile photo
  • PLEASE add a DocuSign module! It is the only real reason we have considered other CRM companies!
  • Some of the workflow from completing a task but then checking off a task as done is a bit awkward and cumbersome.
  • Would love to be able to add more than 15 business cards per month. Do not want to upgrade for that alone.
Ann Matuszak 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
Insightly8.6
Based on 47 answers
Very easy to use without really have to think about what I'm doing. I didn't have to watch any training in order to figure out how to use it.
Wendy Neal 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
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
Insightly3.1
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
Making the switch and deciding to use it will be the hardest part of using it. This is not a software that requires hours of training.
Vanessa Johnson profile photo

Alternatives Considered

Kyle Culpepper profile photo
Insightly does a wonderful job at project management, where Salesforce was more of a CRM, Insightly is both. The two main areas that Salesforce outperforms Insightly is in the reporting and custom fields. Salesforce had a lot of customizable objects and those two came in handy for my past company and I know they would with my current company. Insightly, however, is not near as expensive, so we had to make compromises.
Alek Babaa 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

  • 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
  • Using Insightly reduced my lead conversion time from 6 months to 3 on average.
  • It's motivating to see how much the open opportunities are worth.
  • Reports help with predicting sales cycles and forecasting.
Laura Pence 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