ActiveCollab vs Insightly

What users are saying about

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

ActiveCollab

Score 7.8 out of 10

Based on 18 reviews and ratings

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

Score 8.1 out of 10

Based on 547 reviews and ratings

Add comparison

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.

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

Enterprise Agile Coach

Tata Consultancy ServicesInformation Technology and Services, 10,001+ 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.

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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 298 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

8.9

—

Email integration

8.0

—

Mobile Access

6.8

—

Timesheet Tracking

8.5

—

Change request and Case Management

5.3

—

Budget and Expense Management

7.1

—

ActiveCollab

6.3

Insightly

—

Quotes/estimates

5.8

—

Invoicing

6.6

—

Project & financial reporting

7.7

—

Integration with accounting software

5.1

—

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)

—

7.4

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

—

7.7

Email marketing

—

7.1

ActiveCollab

—

Insightly

6.6

Task management

—

7.8

Billing and invoicing management

—

4.7

Reporting

—

7.4

ActiveCollab

—

Insightly

7.1

Forecasting

—

6.5

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

—

7.5

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

—

6.7

ActiveCollab

—

Insightly

6.1

Marketing automation

—

7.0

Compensation management

—

5.2

ActiveCollab

—

Insightly

7.5

Mobile access

—

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.

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Иван Шайхисламов

CEO

Remeslo Branding agencyDesign, 1-10 employees

View all 7 answers on this topic

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

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Joanne Grams

Manager of Programming and Project Manager

Inspiring EducatorsEducation Management, 1-10 employees

View all 298 answers on this topic

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.

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Иван Шайхисламов

CEO

Remeslo Branding agencyDesign, 1-10 employees

View all 7 answers on this topic

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.

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Chris Akin

CEO and Chief Technology Officer

Call Me ChrisInformation Technology and Services, 1-10 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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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.

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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

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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.

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Julie Webster

Manager

Private Club NetworkLeisure, Travel & Tourism, 1-10 employees

View all 47 answers on this topic

Reliability and Availability

No score

No answers yet

No answers on this topic

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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.

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Jane Beisell PMP, CIA

Owner

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

View all 3 answers on this topic

Performance

No score

No answers yet

No answers on this topic

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Insightly8.4

Based on 22 answers

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

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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

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Insightly3.2

Based on 14 answers

Support is good in Insightly but I miss a chat service.

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Alvaro Satrustegui

President and CEO

EXSEL UNDERWRITING AGENCY SLInsurance, 1-10 employees

View all 14 answers on this topic

Online Training

No score

No answers yet

No answers on this topic

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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

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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

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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

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Alvaro Satrustegui

President and CEO

EXSEL UNDERWRITING AGENCY SLInsurance, 1-10 employees

View all 19 answers on this topic

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.

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Иван Шайхисламов

CEO

Remeslo Branding agencyDesign, 1-10 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.

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Matt McCoy

Program Development Manager

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

View all 298 answers on this topic

Scalability

No score

No answers yet

No answers on this topic

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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

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Dwight Zwiener

Vice President of Strategic Planning and Marketing

BA Designs, LLCFurniture, 11-50 employees

View all 6 answers on this topic

Return on Investment

We began to finish projects on time, which undoubtedly will influence the return of customers

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Иван Шайхисламов

CEO

Remeslo Branding agencyDesign, 1-10 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.

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John Eggenberger

Owner

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

View all 298 answers on this topic

Screenshots

ActiveCollab

Your work in one place Everyone has their own dashboard that's just about their work. It's the place to track updates and see what you have to work on next.

See All (5) ActiveCollab Screenshots

Insightly

Manage business relationships - customers, vendors and employees in one place

See All (5) Insightly Screenshots

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

$251

$992

$1993

Infinte

$2994

$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?

Insightly Editions & Modules

Insightly

—

Additional Pricing Details

—

ActiveCollab vs Insightly

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

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

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