ActiveCollab vs Insightly

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.

Read full review

Jorden Beatty

Digital Marketing Director

LGD CommunicationsMarketing and Advertising, 11-50 employees

View all 7 answers on this topic

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.

Read full review

Denny Basham, MBA, Denver Reputation Marketing Expert.

Reputation Marketing Expert, CEO, Internet Marketing Consultant, Mortgage Industry Consultant.

Subsilio Consulting, LLCManagement Consulting, 1-10 employees

View all 302 answers on this topic

Feature Rating Comparison

ActiveCollab

7.4

Insightly

—

Task Management

9.3

—

Resource Management

7.5

—

Gantt Charts

6.1

—

Scheduling

6.5

—

Workflow Automation

7.0

—

Team Collaboration

8.6

—

Support for Agile Methodology

6.7

—

Support for Waterfall Methodology

7.0

—

Document Management

9.0

—

Email integration

8.0

—

Mobile Access

6.8

—

Timesheet Tracking

8.5

—

Change request and Case Management

5.3

—

Budget and Expense Management

7.0

—

ActiveCollab

6.2

Insightly

—

Quotes/estimates

5.7

—

Invoicing

6.5

—

Project & financial reporting

7.7

—

Integration with accounting software

5.0

—

ActiveCollab

—

Insightly

7.3

Customer data management / contact management

—

8.4

Workflow management

—

7.4

Territory management

—

6.1

Opportunity management

—

8.0

Integration with email client (e.g., Outlook or Gmail)

—

7.5

Contract management

—

6.5

Quote & order management

—

7.2

Interaction tracking

—

7.3

Channel / partner relationship management

—

7.7

ActiveCollab

—

Insightly

7.1

Case management

—

7.0

Call center management

—

7.2

Help desk management

—

7.1

ActiveCollab

—

Insightly

7.4

Lead management

—

7.6

Email marketing

—

7.2

ActiveCollab

—

Insightly

6.6

Task management

—

7.8

Billing and invoicing management

—

4.7

Reporting

—

7.4

ActiveCollab

—

Insightly

7.1

Forecasting

—

6.6

Pipeline visualization

—

7.3

Customizable reports

—

7.5

ActiveCollab

—

Insightly

7.1

Custom fields

—

7.6

Custom objects

—

6.6

Scripting environment

—

6.8

API for custom integration

—

7.6

ActiveCollab

—

Insightly

8.0

Single sign-on capability

—

8.0

Role-based user permissions

—

8.0

ActiveCollab

—

Insightly

6.8

Social data

—

6.8

Social engagement

—

6.9

ActiveCollab

—

Insightly

6.0

Marketing automation

—

6.9

Compensation management

—

5.2

ActiveCollab

—

Insightly

7.5

Mobile access

—

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.

Read full review

Daniel Pacheco

Consultor ADF

Innova4JProgram Development, 201-500 employees

View all 7 answers on this topic

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.

Read full review

Matt McCoy

Program Development Manager

ALPINE TOWERS INTERNATIONAL, INC.Recreational Facilities and Services, 11-50 employees

View all 302 answers on this topic

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.

Read full review

Jorden Beatty

Digital Marketing Director

LGD CommunicationsMarketing and Advertising, 11-50 employees

View all 7 answers on this topic

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

Read full review

Matt McCoy

Program Development Manager

ALPINE TOWERS INTERNATIONAL, INC.Recreational Facilities and Services, 11-50 employees

View all 302 answers on this topic

Likelihood to Renew

No score

No answers yet

No answers on this topic

Ask the community to sound off

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.

Read full review

John Eggenberger

Owner

Door Renew, a DBA of Property Service Professionals, LLCConstruction, 1-10 employees

View all 18 answers on this topic

Usability

No score

No answers yet

No answers on this topic

Ask the community to sound off

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.

Read full review

Ricardo Fabre

Socio Director

GourmétricaHuman Resources, 1-10 employees

View all 47 answers on this topic

Reliability and Availability

No score

No answers yet

No answers on this topic

Ask the community to sound off

Insightly10.0

Based on 3 answers

Always been available when needed.

Read full review

Dwight Zwiener

Vice President of Strategic Planning and Marketing

BA Designs, LLCFurniture, 11-50 employees

View all 3 answers on this topic

Performance

No score

No answers yet

No answers on this topic

Ask the community to sound off

Insightly8.4

Based on 22 answers

Performance is excellent. Never have problems with performance of app. Never

Read full review

Moshe Kogos

Managing Partner

Portina Consulting GroupManagement Consulting, 1-10 employees

View all 22 answers on this topic

Support

No score

No answers yet

No answers on this topic

Ask the community to sound off

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.

Read full review

Rob Schanilec

Publisher/Owner/Operator

The Entertainment GuideGraphic Design, 1-10 employees

View all 14 answers on this topic

Online Training

No score

No answers yet

No answers on this topic

Ask the community to sound off

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

Read full review

Jane Beisell PMP, CIA

Owner

Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees

View all 5 answers on this topic

Implementation

No score

No answers yet

No answers on this topic

Ask the community to sound off

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.

Read full review

Rob Schanilec

Publisher/Owner/Operator

The Entertainment GuideGraphic Design, 1-10 employees

View all 19 answers on this topic

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.

Read full review

Jorden Beatty

Digital Marketing Director

LGD CommunicationsMarketing and Advertising, 11-50 employees

View all 7 answers on this topic

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.

Read full review

Matt McCoy

Program Development Manager

ALPINE TOWERS INTERNATIONAL, INC.Recreational Facilities and Services, 11-50 employees

View all 302 answers on this topic

Scalability

No score

No answers yet

No answers on this topic

Ask the community to sound off

Insightly7.8

Based on 6 answers

Would be nice to have certain allotment of memory per user

Read full review

Gordon World

Inside Sales Foodservice

Daiya FoodsFood & Beverages, 51-200 employees

View all 6 answers on this topic

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.

Read full review

Jorden Beatty

Digital Marketing Director

LGD CommunicationsMarketing and Advertising, 11-50 employees

View all 7 answers on this topic

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.

Read full review

John Eggenberger

Owner

Door Renew, a DBA of Property Service Professionals, LLCConstruction, 1-10 employees

View all 302 answers on this topic

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

—

ActiveCollab vs Insightly

Add comparison

Likelihood to Recommend

ActiveCollab

Insightly

Feature Rating Comparison

Task Management

Resource Management

Gantt Charts

Scheduling

Workflow Automation

Team Collaboration

Support for Agile Methodology

Support for Waterfall Methodology

Document Management

Email integration

Mobile Access

Timesheet Tracking

Change request and Case Management

Budget and Expense Management

Quotes/estimates

Invoicing

Project & financial reporting

Integration with accounting software

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Pros

Cons

Likelihood to Renew

Usability

Reliability and Availability

Performance

Support

Online Training

Implementation

Alternatives Considered

Scalability

Return on Investment

Screenshots

Pricing Details

ActiveCollab

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

ActiveCollab Editions & Modules

On-premise Edition

SaaS Edition

Additional Pricing Details

Insightly