What users are saying about

Actionspace

3 Ratings

Insightly

Top Rated
541 Ratings

Actionspace

3 Ratings
Score 9 out of 101

Insightly

Top Rated
541 Ratings
Score 8.1 out of 101

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Likelihood to Recommend

Actionspace

When you have many projects with different people on them Actionspace is well suited to handle that
No photo available

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

Actionspace
6.9
Insightly
Task Management
Actionspace
8.0
Insightly
Resource Management
Actionspace
4.0
Insightly
Gantt Charts
Actionspace
7.0
Insightly
Scheduling
Actionspace
5.0
Insightly
Workflow Automation
Actionspace
6.0
Insightly
Team Collaboration
Actionspace
6.0
Insightly
Support for Agile Methodology
Actionspace
6.0
Insightly
Support for Waterfall Methodology
Actionspace
7.0
Insightly
Document Management
Actionspace
7.0
Insightly
Email integration
Actionspace
7.0
Insightly
Mobile Access
Actionspace
8.0
Insightly
Timesheet Tracking
Actionspace
9.0
Insightly
Change request and Case Management
Actionspace
8.0
Insightly
Budget and Expense Management
Actionspace
8.0
Insightly

Professional Services Automation

Actionspace
8.0
Insightly
Quotes/estimates
Actionspace
8.0
Insightly
Invoicing
Actionspace
8.0
Insightly
Project & financial reporting
Actionspace
8.0
Insightly
Integration with accounting software
Actionspace
8.0
Insightly

Sales Force Automation

Actionspace
Insightly
7.3
Customer data management / contact management
Actionspace
Insightly
8.3
Workflow management
Actionspace
Insightly
7.3
Territory management
Actionspace
Insightly
6.1
Opportunity management
Actionspace
Insightly
7.9
Integration with email client (e.g., Outlook or Gmail)
Actionspace
Insightly
7.3
Contract management
Actionspace
Insightly
6.5
Quote & order management
Actionspace
Insightly
7.2
Interaction tracking
Actionspace
Insightly
7.2
Channel / partner relationship management
Actionspace
Insightly
7.7

Customer Service & Support

Actionspace
Insightly
7.1
Case management
Actionspace
Insightly
7.0
Call center management
Actionspace
Insightly
7.2
Help desk management
Actionspace
Insightly
7.1

Marketing Automation

Actionspace
Insightly
7.2
Lead management
Actionspace
Insightly
7.5
Email marketing
Actionspace
Insightly
6.9

CRM Project Management

Actionspace
Insightly
6.5
Task management
Actionspace
Insightly
7.8
Billing and invoicing management
Actionspace
Insightly
4.5
Reporting
Actionspace
Insightly
7.2

CRM Reporting & Analytics

Actionspace
Insightly
7.0
Forecasting
Actionspace
Insightly
6.5
Pipeline visualization
Actionspace
Insightly
7.2
Customizable reports
Actionspace
Insightly
7.4

Customization

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

Security

Actionspace
Insightly
7.9
Single sign-on capability
Actionspace
Insightly
7.9
Role-based user permissions
Actionspace
Insightly
7.9

Social CRM

Actionspace
Insightly
6.7
Social data
Actionspace
Insightly
6.8
Social engagement
Actionspace
Insightly
6.5

Integrations with 3rd-party Software

Actionspace
Insightly
6.0
Marketing automation
Actionspace
Insightly
6.8
Compensation management
Actionspace
Insightly
5.2

Platform

Actionspace
Insightly
7.4
Mobile access
Actionspace
Insightly
7.4

Pros

  • User customization for each individual and their responsibilities
  • Great support staff and update capabilities
  • You can see the early stages of the project and see it through in a clean and organized way
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 anyone who has touched a project still receive notification even if they don't need it
  • Having to manually enter information from other areas
No photo available
  • 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
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
Always been available when needed.
Dwight Zwiener 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
I prefer to use the Insightly chat, but I don't know what their hours are, and I have to dig around to find it. Problems are resolved quickly.I don't think that you can pay specifically for premium support - it might come included with a more expensive subscription
Vanessa Johnson 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

No answers on this topic
We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak 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

  • ROI
  • tracking
No photo available
  • 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

Actionspace

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Additional Pricing Details

Actionspace 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