What users are saying about

Insightly

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
555 Ratings
9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.8 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
555 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

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
No photo available

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

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
8.4
Workflow management
Conga ActionGrid
Insightly
7.4
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
7.4
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
7.4
Lead management
Conga ActionGrid
Insightly
7.6
Email marketing
Conga ActionGrid
Insightly
7.1

CRM Project Management

Conga ActionGrid
Insightly
6.6
Task management
Conga ActionGrid
Insightly
7.8
Billing and invoicing management
Conga ActionGrid
Insightly
4.7
Reporting
Conga ActionGrid
Insightly
7.3

CRM Reporting & Analytics

Conga ActionGrid
Insightly
7.1
Forecasting
Conga ActionGrid
Insightly
6.6
Pipeline visualization
Conga ActionGrid
Insightly
7.3
Customizable reports
Conga ActionGrid
Insightly
7.5

Customization

Conga ActionGrid
Insightly
7.1
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
7.5

Security

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

Social CRM

Conga ActionGrid
Insightly
6.8
Social data
Conga ActionGrid
Insightly
6.8
Social engagement
Conga ActionGrid
Insightly
6.8

Integrations with 3rd-party Software

Conga ActionGrid
Insightly
6.0
Marketing automation
Conga ActionGrid
Insightly
6.9
Compensation management
Conga ActionGrid
Insightly
5.2

Platform

Conga ActionGrid
Insightly
7.5
Mobile access
Conga ActionGrid
Insightly
7.5

Pros

  • Saving candidate information
  • Creating packet templates
  • Matching candidates to potential jobs
No photo available
  • 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

  • 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
  • Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
  • I am a Microsoft product user and would like better integration with those products.
  • Would be nice to have templates for different business types.
Tommy L. Chambers profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Insightly9.0
Based on 18 answers
The site is invaluable in the day to day operation and management of our company and employees.
Julie Webster profile photo

Usability

No score
No answers yet
No answers on this topic
Insightly8.6
Based on 47 answers
I love it!The only thing that would make it better would be tighter integration with Xero!We use Xero for quoting and this would be amazing if we could quote (1st prize) from Insightly, or vice versa have our Xero quotes create opportunities in insightly!Small request :)
Jeremy Grant 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
Insightly3.2
Based on 14 answers
Support is good in Insightly but I miss a chat service.
Alvaro Satrustegui 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
Nothing specifico.
Massimo Pizzetti profile photo

Alternatives Considered

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
It's far better than the others that I've tried, and I've tried them all. The last three I used, Goldmine, Zoho and FreeCRM, all had holes in their capability or enormous overhead cost that wasn't worthwhile for our level of business. With Insightly, we can have a better grasp on our operation without breaking the bank to get there. It's allowing us to grow.
Chris Akin 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

  • 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
  • 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

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