What users are saying about

ActiveCollab

18 Ratings

Insightly<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

Top Rated
547 Ratings

ActiveCollab

18 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.8 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
547 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

ActiveCollab

Scenarios where ActiveCollab works well1) ActiveCollab works well for small teams specifically T&M teams.Its invoicing feature is unique & can make your life easy.2) It is very easy to use & posses good range of filters like on the task list, we can drag/drop tasks, Filter by assignee's,
tasks lists, due dates, or completed tasks. 3) It has some simple but awesome features like when you're in
the middle of writing something i.e a comment on story and get interrupted,
it retains what you wrote.4) It allows you to tag team members in threads of comments to grab their attention, its really needed when teams are distributed. Thus helping team members to collaborate easily & stay on same page.5) It integrates pretty well with other web apps like quickbooks , Slack, Trello, HubSpot, Zapier etcScenarios where ActiveCollab did not work well1) Tasks can not have multiple assignee's here so if two members are working on same task it did not allow you to reflect that.2) Sorting capability is not their under invoicing3) It did not work well for larger teams4) Search option is not very detailed & you may end up wasting lot of time searching one particular bug or issue.












Sourav Singla ,Safe Agilist, CSP,  ICP-ACC, CSM, CSPO, SSM, LSSG profile photo

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

ActiveCollab
7.4
Insightly
Task Management
ActiveCollab
9.3
Insightly
Resource Management
ActiveCollab
7.5
Insightly
Gantt Charts
ActiveCollab
6.1
Insightly
Scheduling
ActiveCollab
6.5
Insightly
Workflow Automation
ActiveCollab
7.0
Insightly
Team Collaboration
ActiveCollab
8.6
Insightly
Support for Agile Methodology
ActiveCollab
6.7
Insightly
Support for Waterfall Methodology
ActiveCollab
7.0
Insightly
Document Management
ActiveCollab
8.9
Insightly
Email integration
ActiveCollab
8.0
Insightly
Mobile Access
ActiveCollab
6.8
Insightly
Timesheet Tracking
ActiveCollab
8.5
Insightly
Change request and Case Management
ActiveCollab
5.3
Insightly
Budget and Expense Management
ActiveCollab
7.1
Insightly

Professional Services Automation

ActiveCollab
6.3
Insightly
Quotes/estimates
ActiveCollab
5.8
Insightly
Invoicing
ActiveCollab
6.6
Insightly
Project & financial reporting
ActiveCollab
7.7
Insightly
Integration with accounting software
ActiveCollab
5.1
Insightly

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

ActiveCollab
Insightly
7.4
Lead management
ActiveCollab
Insightly
7.7
Email marketing
ActiveCollab
Insightly
7.1

CRM Project Management

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

CRM Reporting & Analytics

ActiveCollab
Insightly
7.1
Forecasting
ActiveCollab
Insightly
6.5
Pipeline visualization
ActiveCollab
Insightly
7.3
Customizable reports
ActiveCollab
Insightly
7.5

Customization

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

Security

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

Social CRM

ActiveCollab
Insightly
6.8
Social data
ActiveCollab
Insightly
6.8
Social engagement
ActiveCollab
Insightly
6.7

Integrations with 3rd-party Software

ActiveCollab
Insightly
6.1
Marketing automation
ActiveCollab
Insightly
7.0
Compensation management
ActiveCollab
Insightly
5.2

Platform

ActiveCollab
Insightly
7.5
Mobile access
ActiveCollab
Insightly
7.5

Pros

  • Daily notifications to the mail about upcoming tasks and expired, if any.
  • Preparation of financial reports and tasks for specific projects. You can form for individual tasks, employees and other criteria.
  • The availability of the gantt chart greatly simplifies the process of building the project, as it is an effective tool that helps to see the order of tasks to be performed.
Иван Шайхисламов profile photo
  • 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

  • I would like to supplement the mobile application with the functionality that the service has in the desktop version, for more efficient work.
  • Sorting projects and tasks is not always convenient, I would like to customize it for myself.
Иван Шайхисламов profile photo
  • Linking. When I link a company to a project, it should bring up a screen or balloon to select which members of the company you want to link. Instead, you have to link each individually. Using the integration into GMail, this is a very repetitive function.
  • Gmail integration. For the most part this works, but it's clunky and not very streamlined at all. Too many clicks and links to add each email to a particular project, organization or contact. When a contact email is part of a project, it should automatically be recorded to that project without any user intervention required.
  • The sales forecasting is, like with most CRMs, easily manipulated and nothing more than guessing.
Chris Akin 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
Very easy to use once you understand the functions. I am sure there are still features I am not using correctly or to their intended potential. But with trial and error we have learned to use the site and it works very well for us on a day to day basis.
Julie Webster 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
Yes. Don't worry if it does not work perfect the first time, you can edit all of it and change any part until it works for you
Alvaro Satrustegui profile photo

Alternatives Considered

ActiveCollab has all the functions that are in these services, unlike them. Not everywhere there is a diagram of gantt. And somewhere the interface is very rewarded and in general looks obsolete.
Иван Шайхисламов profile photo
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

No score
No answers yet
No answers on this topic
Insightly7.8
Based on 6 answers
As our company has grown with clients and employees, Insightly continues to provide superior service as a CRM. Additionally Insightly support is outstanding with continuous improvements, tools and response time
Dwight Zwiener profile photo

Return on Investment

  • We began to finish projects on time, which undoubtedly will influence the return of customers
Иван Шайхисламов profile photo
  • 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

ActiveCollab

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
ActiveCollab Editions & Modules
ActiveCollab
On-premise Edition
Self-Hosted Plan
$9991
1. license
SaaS Edition
5
$251
30
$992
60
$1993
Infinte
$2994
15
$495
1. 5 members per month
2. 30 members per month
3. 60 members per month
4. Infinite members per month
5. 15 members per month
Additional Pricing Details

Insightly

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