What users are saying about
53 Ratings
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646 Ratings
53 Ratings
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Score 6.4 out of 100

Insightly

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646 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

Act! CRM

Swiftpage [ACT!] is
robust in nature and a manageable solution available for use as a powerful
marketing tool. It is compiled of a lot of exceptional services with the best
contact and customer management tool. Support needs a lot of attention, as it
needs to be changed and they must have to be more responsive and helpful to
become the best in the market.
Magreat Wilson | TrustRadius Reviewer

Insightly

Of course. They have both CRM and Marketing modules. We use the CRM module only and it does make me believe that their app is well-suited for organisations / teams of different sizes, as the contact management and email management are the features which are most helpful for us in sending out emails whenever an AML case due date comes in.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Act! CRM
Insightly
8.2
Customer data management / contact management
Act! CRM
Insightly
8.7
Workflow management
Act! CRM
Insightly
8.5
Territory management
Act! CRM
Insightly
8.6
Opportunity management
Act! CRM
Insightly
8.2
Integration with email client (e.g., Outlook or Gmail)
Act! CRM
Insightly
8.6
Contract management
Act! CRM
Insightly
6.5
Quote & order management
Act! CRM
Insightly
8.4
Interaction tracking
Act! CRM
Insightly
8.7
Channel / partner relationship management
Act! CRM
Insightly
7.7

Customer Service & Support

Act! CRM
Insightly
7.1
Case management
Act! CRM
Insightly
7.0
Call center management
Act! CRM
Insightly
7.2
Help desk management
Act! CRM
Insightly
7.1

Marketing Automation

Act! CRM
Insightly
8.1
Lead management
Act! CRM
Insightly
8.3
Email marketing
Act! CRM
Insightly
7.9

CRM Project Management

Act! CRM
Insightly
7.6
Task management
Act! CRM
Insightly
8.4
Billing and invoicing management
Act! CRM
Insightly
6.0
Reporting
Act! CRM
Insightly
8.6

CRM Reporting & Analytics

Act! CRM
Insightly
7.9
Forecasting
Act! CRM
Insightly
7.0
Pipeline visualization
Act! CRM
Insightly
8.3
Customizable reports
Act! CRM
Insightly
8.3

Customization

Act! CRM
Insightly
7.4
Custom fields
Act! CRM
Insightly
8.0
Custom objects
Act! CRM
Insightly
7.7
Scripting environment
Act! CRM
Insightly
6.8
API for custom integration
Act! CRM
Insightly
7.2

Security

Act! CRM
Insightly
8.7
Single sign-on capability
Act! CRM
Insightly
8.9
Role-based user permissions
Act! CRM
Insightly
8.4

Social CRM

Act! CRM
Insightly
7.4
Social data
Act! CRM
Insightly
6.8
Social engagement
Act! CRM
Insightly
8.0

Integrations with 3rd-party Software

Act! CRM
Insightly
6.5
Marketing automation
Act! CRM
Insightly
7.8
Compensation management
Act! CRM
Insightly
5.1

Platform

Act! CRM
Insightly
8.2
Mobile access
Act! CRM
Insightly
8.2

Pros

Act! CRM

  • Lots of fields for adapting the software to your own requirements.
  • Excellent tracking of activities/details in sales pipeline process.
  • Excellent robust reporting to provide a very clear picture of prospecting activities.
  • Tightly integrated with Sage Quantum accounting software to avoid double entry of prospect details into Customer/Sales module.
Laurence Sarner | 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

Act! CRM

  • Social Integration: The tool has a basic feed for LinkedIn information to feed into the system. The infusion of more Social Selling "signals" and "feeds" would be very helpful to instill more social selling into the framework.
  • Account vs. Contact: If you are a company which works to B to B rather than B to C there is a still a bit of cumbersome way to handle "joining" accounts and contacts through links. It is better with 16.1 release but still it's a "contact" centric solution which is great for some business relationships like realtors, insurance, & financial services etc.
Anonymous | TrustRadius Reviewer

Insightly

  • I only find the integration with the Google application practical, with other platforms it is a bit complex to understand.
  • The mobile version lacks many functions which are necessary to have a full port of this platform on the mobile.
  • Keep data in a public cloud, this can be a security risk. They should be able to give a tool where you can store the data privately and thus keep everything safe.
Stella Olsson | TrustRadius Reviewer

Likelihood to Renew

Act! CRM

Act! CRM 1.0
Based on 2 answers
There are a lot of good SaaS options on the market but SwiftPage ACT still has a place in the mix today. It depends on your needs, goals, processes, and people
Anonymous | TrustRadius Reviewer

Insightly

Insightly 4.0
Based on 19 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

Act! CRM

Act! CRM 1.4
Based on 4 answers
ACT follows the basic rules you would expect for this type of software, but actually doing anything sophisticated with it is near impossible without assistance or training. Unless you use it regularly it is difficult to use. I wouldn't recommend it unless you have internal IT support and it will be used regularly.
Anonymous | TrustRadius Reviewer

Insightly

Insightly 8.8
Based on 54 answers
Insightly is so easy to setup and so intuitive. Easy to generate your reports and the iPhone app is very easy to use. Wish the email was a little more tightly integrated into Gmail, but Insightly does everything you would expect a CRM to do. Great t-shirts too!
Doug Mancosky | TrustRadius Reviewer

Reliability and Availability

Act! CRM

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

Act! CRM

No score
No answers yet
No answers on this topic

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

Act! CRM

Act! CRM 5.2
Based on 14 answers
Following a few interactions with support staff over the phone where we failed to correct the issues we were calling about, we ended up going back to the consultant who we purchased the software through and continued to use her for support rather than call Swiftpage ACT! directly. Our consultant was much more helpful in finding and correcting our issues.
Anonymous | TrustRadius Reviewer

Insightly

Insightly 8.2
Based on 35 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

Act! CRM

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

Act! CRM

Act! CRM 1.0
Based on 3 answers
Delay your upgrades! ACT appears to ship out new software with virtually no checking and no concern about bad installs do to their customers.
Terry Kungel | TrustRadius Reviewer

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

Act! CRM

Although other CRM's like HubSpot offer a free solution, I found that it didn't give much and the add-ons were very expensive. Many other companies have interfaces that are clunky or hard to understand. Also I found that many just offer way too many features that we would never use that just made it more difficult to use what we needed. The customized options are just way to expensive for the simplistic offering we need. Swiftpage ACT! just provides a solution that works for us.
John Hamel | 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

Act! CRM

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

Act! CRM

  • ACT! pays for itself by keeping me organized.
  • I don't have to remember to contact a prospect, ACT! remembers for me, letting me schedule follow ups for a date and time that works for me. That means greater sales success.
  • ACT! enables me to search for information as well as contacts.
Mary Westheimer | 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

Act! CRM

General

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

Act! CRM Editions & Modules

On-premise Edition
Act! Premium - Basic$37.501
Select - Extra Features$791
Complete - Extra Features$1991
Advanced - Extra Features$3991
  1. per user, per month (billed annually)
SaaS Edition
Essentials$221
Standard$401
Expert$551
  1. per user, per month
Additional Pricing Details
For SaaS version, discount available for annual subscription.

Insightly

General

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

Insightly Editions & Modules

Edition
Plus$29.001
Professional$49.001
Enterprise$99.001
  1. Per User/Per Month (billed annually)
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Act! CRM
6.0
Insightly
8.3

Likelihood to Renew

Act! CRM
1.0
Insightly
4.0

Usability

Act! CRM
1.4
Insightly
8.8

Reliability and Availability

Act! CRM
Insightly
10.0

Performance

Act! CRM
Insightly
8.3

Support Rating

Act! CRM
5.2
Insightly
8.2

Online Training

Act! CRM
Insightly
9.0

Implementation Rating

Act! CRM
1.0
Insightly
8.6

Scalability

Act! CRM
Insightly
7.8

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