What users are saying about
3 Ratings

Insightly

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Top Rated
555 Ratings
3 Ratings
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Score 9.1 out of 101

Insightly

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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

Actionspace

When you have many projects with different people on them Actionspace is well suited to handle that
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

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
8.4
Workflow management
Actionspace
Insightly
7.4
Territory management
Actionspace
Insightly
6.1
Opportunity management
Actionspace
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Actionspace
Insightly
7.4
Contract management
Actionspace
Insightly
6.5
Quote & order management
Actionspace
Insightly
7.2
Interaction tracking
Actionspace
Insightly
7.3
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
7.4
Lead management
Actionspace
Insightly
7.6
Email marketing
Actionspace
Insightly
7.1

CRM Project Management

Actionspace
Insightly
6.6
Task management
Actionspace
Insightly
7.8
Billing and invoicing management
Actionspace
Insightly
4.7
Reporting
Actionspace
Insightly
7.4

CRM Reporting & Analytics

Actionspace
Insightly
7.1
Forecasting
Actionspace
Insightly
6.6
Pipeline visualization
Actionspace
Insightly
7.3
Customizable reports
Actionspace
Insightly
7.5

Customization

Actionspace
Insightly
7.1
Custom fields
Actionspace
Insightly
7.6
Custom objects
Actionspace
Insightly
6.6
Scripting environment
Actionspace
Insightly
6.8
API for custom integration
Actionspace
Insightly
7.5

Security

Actionspace
Insightly
8.0
Single sign-on capability
Actionspace
Insightly
8.0
Role-based user permissions
Actionspace
Insightly
8.0

Social CRM

Actionspace
Insightly
6.8
Social data
Actionspace
Insightly
6.8
Social engagement
Actionspace
Insightly
6.8

Integrations with 3rd-party Software

Actionspace
Insightly
6.0
Marketing automation
Actionspace
Insightly
6.9
Compensation management
Actionspace
Insightly
5.2

Platform

Actionspace
Insightly
7.5
Mobile access
Actionspace
Insightly
7.5

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
  • E-mail classification based on BCC from GMail
  • Ease of use - the system is the easiest one we have ever used and we have tried several
  • The link between records - organizations and contacts can be linked and you can define the link relationship (think referral partners)
Denny Basham, MBA, Denver Reputation Marketing Expert. 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
  • More customizations although those have improved a LOT with the new UI.
  • More integration points to other systems
  • Better e-mail marketing capabilities included in the standard package
Denny Basham, MBA, Denver Reputation Marketing Expert. profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Insightly9.0
Based on 18 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 profile photo

Usability

No score
No answers yet
No answers on this topic
Insightly8.6
Based on 47 answers
I LOVE Insightly. I just wish the app was more user friendly on the go. Overall, Insightly is our go to CRM and is the #1 tool I recommend to small business owners.
Megan De Salvo 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
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. profile photo

Support

No score
No answers yet
No answers on this topic
Insightly3.2
Based on 14 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
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

No answers on this topic
When it comes to customization (not configuration) Insightly does not compare because it does not offer that option. This is the single biggest differentiator between Insightly and these enterprise level CRM systems. When it comes to budget, setup time, and user adoption rates, I imagine Insightly would be much more favorable.
Micah Feldkamp 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
  • Dramatically enhanced efficiency
  • Makes customer service work extremely simple
  • Greatly enhanced task & time management
Evan B. Duke, D.M.A. profile photo

Pricing Details

Actionspace

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