What users are saying about

Insightly

Top Rated
541 Ratings

Conga ActionGrid

9 Ratings
Score 8.8 out of 101

Insightly

Top Rated
541 Ratings
Score 8.1 out of 101

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Likelihood to Recommend

Conga ActionGrid

Overall, I enjoy using Conga ActionGrid. It helps us store our large candidate pool, while continuously adding more candidates every day. With a quick search we are able to find these candidates and then match them to a job that they might be a good fit for. After we create a packet for them to present to hiring managers
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Insightly

One obvious answer is that it can be used as a basic contact management system. Another obvious answer is that it is pretty well suited for CRM purposes: tracking leads, opportunities, and sales through a sales funnel. It's easy to setup sales pipelines. However, the pipeline capability can be used to track any type of step-by-step work-low processes. For example, we use it to track the sales processes for speaking and seminars, which is different from tracking consulting, and both of which are different from tracking retail sales. Once the pipelines were set up, all I have to do is select the appropriate product or service type and Insightly hides the way from there. For some rudimentary email blasts, Insightly allows you to send and track message responses from customer groups. Insightly can also be used as a basic project and task tracking system. Regular and ongoing task sets can be used with pipelines. For example, once a speaking engagement is booked, there are normally associated tasks that must be completed to make the event happen and Insightly allows a pipeline to be set up to track that task set.
Tommy L. Chambers 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
7.3
Customer data management / contact management
Conga ActionGrid
Insightly
8.3
Workflow management
Conga ActionGrid
Insightly
7.3
Territory management
Conga ActionGrid
Insightly
6.1
Opportunity management
Conga ActionGrid
Insightly
7.9
Integration with email client (e.g., Outlook or Gmail)
Conga ActionGrid
Insightly
7.3
Contract management
Conga ActionGrid
Insightly
6.5
Quote & order management
Conga ActionGrid
Insightly
7.2
Interaction tracking
Conga ActionGrid
Insightly
7.2
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
7.2
Lead management
Conga ActionGrid
Insightly
7.5
Email marketing
Conga ActionGrid
Insightly
6.9

CRM Project Management

Conga ActionGrid
Insightly
6.5
Task management
Conga ActionGrid
Insightly
7.8
Billing and invoicing management
Conga ActionGrid
Insightly
4.5
Reporting
Conga ActionGrid
Insightly
7.2

CRM Reporting & Analytics

Conga ActionGrid
Insightly
7.0
Forecasting
Conga ActionGrid
Insightly
6.5
Pipeline visualization
Conga ActionGrid
Insightly
7.2
Customizable reports
Conga ActionGrid
Insightly
7.4

Customization

Conga ActionGrid
Insightly
7.1
Custom fields
Conga ActionGrid
Insightly
7.5
Custom objects
Conga ActionGrid
Insightly
6.6
Scripting environment
Conga ActionGrid
Insightly
6.8
API for custom integration
Conga ActionGrid
Insightly
7.3

Security

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

Social CRM

Conga ActionGrid
Insightly
6.7
Social data
Conga ActionGrid
Insightly
6.8
Social engagement
Conga ActionGrid
Insightly
6.5

Integrations with 3rd-party Software

Conga ActionGrid
Insightly
6.0
Marketing automation
Conga ActionGrid
Insightly
6.8
Compensation management
Conga ActionGrid
Insightly
5.2

Platform

Conga ActionGrid
Insightly
7.4
Mobile access
Conga ActionGrid
Insightly
7.4

Pros

  • Saving candidate information
  • Creating packet templates
  • Matching candidates to potential jobs
No photo available
  • It's online and has different tiers. You can easily move between different product tiers as your business needs change.
  • I love the integration of sales pipelines with projects and tasks.
  • Integration with third-party software tools.
Tommy L. Chambers profile photo

Cons

  • Sometimes Conga goes slower when using it at a high volume
  • Being able to pull more data through LinkedIn and Indeed
  • Job match function
No photo available
  • Reporting
  • Automation
  • Custom Fields
Alek Babaa 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
No problems - intuitive once you get a few of the basics down and then figure out how it best works for your system.
Rob Schanilec 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
Insightly4.1
Based on 13 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 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 profile photo

Alternatives Considered

It's excellent. It really helps optimize a search.
Natalie Fiore profile photo
Bitrix24 was just too over the top for me. I don't need all of the features that they offer, and so I chose Insightly for our business. Bitrix does have some very key features that I wish Insightly would bring in, such as task dependencies and subtasking
Aaron Yates 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

  • Helps us add candidates
  • Find talent
  • Submit to hiring managers
No photo available
  • Increased employee and task management
  • Better customer service with organization capabilities
Julie Webster 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

Conga ActionGrid More Information

Insightly

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

Insightly More Information