What users are saying about
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Top Rated
572 Ratings
9 Ratings
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Score 8.1 out of 101

Insightly

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Top Rated
572 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

Likelihood to Recommend

Conga ActionGrid

ActionGrid works well for recruiter sourcing of very specific candidates. It is not the most effective tool for sourcing of a more complex type of profile. It does not allow for booleans and becomes slower when looking at large candidate pools.
Peggy Tambouridis 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

Conga ActionGrid
7.8
Insightly
Task Management
Conga ActionGrid
7.5
Insightly
Resource Management
Conga ActionGrid
8.0
Insightly
Gantt Charts
Conga ActionGrid
7.5
Insightly
Scheduling
Conga ActionGrid
6.0
Insightly
Workflow Automation
Conga ActionGrid
7.0
Insightly
Team Collaboration
Conga ActionGrid
7.5
Insightly
Support for Agile Methodology
Conga ActionGrid
8.0
Insightly
Support for Waterfall Methodology
Conga ActionGrid
7.5
Insightly
Document Management
Conga ActionGrid
9.5
Insightly
Email integration
Conga ActionGrid
10.0
Insightly
Mobile Access
Conga ActionGrid
9.5
Insightly
Timesheet Tracking
Conga ActionGrid
7.5
Insightly
Change request and Case Management
Conga ActionGrid
7.5
Insightly
Budget and Expense Management
Conga ActionGrid
6.0
Insightly

Professional Services Automation

Conga ActionGrid
4.9
Insightly
Quotes/estimates
Conga ActionGrid
5.5
Insightly
Invoicing
Conga ActionGrid
4.0
Insightly
Project & financial reporting
Conga ActionGrid
5.0
Insightly
Integration with accounting software
Conga ActionGrid
5.0
Insightly

Sales Force Automation

Conga ActionGrid
Insightly
7.4
Customer data management / contact management
Conga ActionGrid
Insightly
8.4
Workflow management
Conga ActionGrid
Insightly
7.5
Territory management
Conga ActionGrid
Insightly
6.1
Opportunity management
Conga ActionGrid
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Conga ActionGrid
Insightly
7.5
Contract management
Conga ActionGrid
Insightly
6.5
Quote & order management
Conga ActionGrid
Insightly
7.2
Interaction tracking
Conga ActionGrid
Insightly
7.3
Channel / partner relationship management
Conga ActionGrid
Insightly
7.7

Customer Service & Support

Conga ActionGrid
Insightly
7.1
Case management
Conga ActionGrid
Insightly
7.0
Call center management
Conga ActionGrid
Insightly
7.2
Help desk management
Conga ActionGrid
Insightly
7.1

Marketing Automation

Conga ActionGrid
Insightly
7.5
Lead management
Conga ActionGrid
Insightly
7.7
Email marketing
Conga ActionGrid
Insightly
7.3

CRM Project Management

Conga ActionGrid
Insightly
6.7
Task management
Conga ActionGrid
Insightly
7.8
Billing and invoicing management
Conga ActionGrid
Insightly
5.0
Reporting
Conga ActionGrid
Insightly
7.4

CRM Reporting & Analytics

Conga ActionGrid
Insightly
7.2
Forecasting
Conga ActionGrid
Insightly
6.7
Pipeline visualization
Conga ActionGrid
Insightly
7.3
Customizable reports
Conga ActionGrid
Insightly
7.5

Customization

Conga ActionGrid
Insightly
7.2
Custom fields
Conga ActionGrid
Insightly
7.6
Custom objects
Conga ActionGrid
Insightly
6.6
Scripting environment
Conga ActionGrid
Insightly
6.8
API for custom integration
Conga ActionGrid
Insightly
7.6

Security

Conga ActionGrid
Insightly
8.0
Single sign-on capability
Conga ActionGrid
Insightly
7.9
Role-based user permissions
Conga ActionGrid
Insightly
8.0

Social CRM

Conga ActionGrid
Insightly
7.0
Social data
Conga ActionGrid
Insightly
6.8
Social engagement
Conga ActionGrid
Insightly
7.1

Integrations with 3rd-party Software

Conga ActionGrid
Insightly
6.1
Marketing automation
Conga ActionGrid
Insightly
7.0
Compensation management
Conga ActionGrid
Insightly
5.2

Platform

Conga ActionGrid
Insightly
7.5
Mobile access
Conga ActionGrid
Insightly
7.5

Pros

Conga ActionGrid

  • Allows recruiters to service candidates within a radius of a desired city/location
  • Allows recruiters to see multiple fields/information on multiple candidates at once
  • Allows for easier ranking/sorting by salary, years of experience, etc
Peggy Tambouridis profile photo

Insightly

  • Task Sync to Google Calendar. This is especially strong and helps to keep a daily agenda on point for me.
  • Task notifications. This helps me keep on point as it keeps me locked into my timeline of development. I'm extremely busy, so having this reminder system on my phone and in emails is helpful.
  • Notes: I love the notes feature, which helps keep my projects well organized for others that might step into them. I stopped using Google Keep once I got a handle on Notes in Insightly.
Chris Akin profile photo

Cons

Conga ActionGrid

  • It can be very slow, but it is taken with a grain of salt because our system has tons of data in it
Kyle Rapaport profile photo

Insightly

  • Reporting
  • Automation
  • Custom Fields
Alek Babaa profile photo

Likelihood to Renew

Conga ActionGrid

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 18 answers
Because we are doing well with Insightly and we expect to improve it
Alvaro Satrustegui profile photo

Usability

Conga ActionGrid

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 47 answers
We don't have a lot of users but those who use it, including myself, have found it very straightforward and intuitive.
John Eggenberger profile photo

Reliability and Availability

Conga ActionGrid

No score
No answers yet
No answers on this topic

Insightly

Insightly 10.0
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

Conga ActionGrid

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Moshe Kogos profile photo

Support

Conga ActionGrid

No score
No answers yet
No answers on this topic

Insightly

Insightly 2.9
Based on 14 answers
The enquiries I've had have gotten timely responses - though any issues worked themselves out. Support has not been something we've tapped.
Rob Schanilec profile photo

Online Training

Conga ActionGrid

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
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

Conga ActionGrid

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.5
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

Conga ActionGrid

I've only used Salesforce before and am now using Conga ActionGrid. Although Salesforce is great, it is only used to log candidate information and then log actions that have been performed. With Conga ActionGrid, we are able to log more specific details about candidates, activities and follow up items. Conga ActionGrid provides more tools that would benefit many departments
No photo available

Insightly

I used a very dated version of Filemaker Pro. It was useful to a degree but had become overloaded with useless entries. It did not interact with Quickbooks which made invoicing take longer. This made it take longer to get receivables. Quotes were difficult to get out and not often received.
Matt McCoy profile photo

Scalability

Conga ActionGrid

No score
No answers yet
No answers on this topic

Insightly

Insightly 7.8
Based on 6 answers
Would be nice to have certain allotment of memory per user
Gordon World profile photo

Return on Investment

Conga ActionGrid

  • It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates.
Kyle Rapaport profile photo

Insightly

  • Since we're a start up there is no benchmark against which to measure the delta. Overall, I'm pleased with Insightly and feel it provides a solid, single program that helps us effectively manage our business.
John Eggenberger profile photo

Pricing Details

Conga ActionGrid

General

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

Add comparison