What users are saying about
22 Ratings

Insightly

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Top Rated
562 Ratings
22 Ratings
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Score 7.6 out of 101

Insightly

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Top Rated
562 Ratings
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Score 8.1 out of 101

Add comparison

Likelihood to Recommend

ActiveCollab

Active Collab is great for small teams who want a web-based project management platform to help them on their day-to-day workflow tasks, billing, estimations, vendor assignments and even client communications. It is also great for agencies with users who are sometimes remotely working. Active Collab starts to show shortcomings when you have an immense amount of projects in the system (1000+), and, being a web-based platform, can sometimes experience downtime.
Jorden Beatty 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
9.0
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
7.0
Insightly

Professional Services Automation

ActiveCollab
6.2
Insightly
Quotes/estimates
ActiveCollab
5.7
Insightly
Invoicing
ActiveCollab
6.5
Insightly
Project & financial reporting
ActiveCollab
7.7
Insightly
Integration with accounting software
ActiveCollab
5.0
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
7.5
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
7.6
Email marketing
ActiveCollab
Insightly
7.2

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
6.6
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
7.6

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
6.9

Integrations with 3rd-party Software

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

Platform

ActiveCollab
Insightly
7.5
Mobile access
ActiveCollab
Insightly
7.5

Pros

  • Very nice interface for all user roles in the system.
  • Effective notification of pending tasks and optimal management of the equipment.
  • Organized work flow, productive tasks and correct execution.
  • Creation of filters to better locate artifacts for daily use.
Daniel Pacheco profile photo
  • For our, Department Insightly helps us to manage both new and current programs by keeping up to date information.
  • Insightly helps to manage tasks with our Programs.
  • Insightly helps us to keep up with the most current contact with our customer.
Matt McCoy profile photo

Cons

  • As a web-based platform, sometimes things go down on their end and we lose access to our project management tool to the ire of all.
  • Project searching can be hit or miss, and filtered search often leaves out projects that should have shown.
  • Email alerts are often not as helpful as they seem.
Jorden Beatty profile photo
  • After entering a facility into Insightly, and trying to converge them with Quickbooks, the name of the organization automatically defaults to the person entered as the primary, and not the organization. It would be nice if the organization appeared as the primary.
  • To have the ability to create a map and pin all of our programs
  • Automate reminders from a certain date
Matt McCoy 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
Insightly8.6
Based on 47 answers
If you use form sales calls, follow ups, opportunity traking (as me) it's a great tool, that has changed my work experience and productivity.
Ricardo Fabre 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
Insightly3.1
Based on 14 answers
The enquiries I've had have gotten timely responses - though any issues worked themselves out. Support has not been something we've tapped.
Rob Schanilec 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 sooner you dive in the better. it's going to take months of dedicated usage before you start enjoying the benefits of it's organizational/archiving ability.
Rob Schanilec profile photo

Alternatives Considered

We chose Active Collab overall because we liked its easy to use user interface, project management suite and agency/vendor/client interaction capabilities. We also chose it primarily because it was offered as a web-based platform that offered very clean and easy mobile access for our off-site users as well as clients and third-party vendors. Mavenlink and Basecamp, at the time, were more suited to specifically be used for project management on a more granular scale for project managers, not necessarily the whole team, including vendors and clients collaboration.
Jorden Beatty 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
Would be nice to have certain allotment of memory per user
Gordon World profile photo

Return on Investment

  • Active Collab has helped us to move to a completely digital project management system, moving away from physical time sheets and assignments many years ago. Since then, the platform has grown very quickly and very adeptly, and that is why we continue to use it.
  • The Active Collab platform helps us with quick, easy access to our project management system, even for off-site users, vendors and clients.
  • Time tracking and profit analysis has been great to help us price new agency services and change requests.
Jorden Beatty 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
$6.25*
1.  per member, per month, annual billing
ActiveCollab Editions & Modules
ActiveCollab
On-premise Edition
Self-Hosted Plan
$9991
1. license
SaaS Edition
Member annually
6.251
Addition - Get Paid Bundle Annually
$21
Addition - Get Paid Bundle Monthly
2.52
Member monthly
$72
1. per member, per month, annual billing
2. per member, per month, monthly billing
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