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2 Ratings

Insightly

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2 Ratings
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Score 7.9 out of 101

Insightly

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Top Rated
555 Ratings
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Score 8.1 out of 101

Add comparison

Likelihood to Recommend

AgileCraft

1) Forecasting & Release Planning
2) Scaling Agile at enterprise level
3) To maintain transparency, lot of information radiators, games, reports are available enabling transparency at portfolio level
Sourav Singla ,Safe Agilist, CSP,  ICP-ACC, CSM, CSPO, SSM, LSSG profile photo

Insightly

One obvious answer is that it can be used as a basic contact management system. Another obvious answer is that it is pretty well suited for CRM purposes: tracking leads, opportunities, and sales through a sales funnel. It's easy to setup sales pipelines. However, the pipeline capability can be used to track any type of step-by-step work-low processes. For example, we use it to track the sales processes for speaking and seminars, which is different from tracking consulting, and both of which are different from tracking retail sales. Once the pipelines were set up, all I have to do is select the appropriate product or service type and Insightly hides the way from there. For some rudimentary email blasts, Insightly allows you to send and track message responses from customer groups. Insightly can also be used as a basic project and task tracking system. Regular and ongoing task sets can be used with pipelines. For example, once a speaking engagement is booked, there are normally associated tasks that must be completed to make the event happen and Insightly allows a pipeline to be set up to track that task set.
Tommy L. Chambers profile photo

Feature Rating Comparison

Project Management

AgileCraft
9.2
Insightly
Task Management
AgileCraft
10.0
Insightly
Resource Management
AgileCraft
10.0
Insightly
Scheduling
AgileCraft
9.0
Insightly
Team Collaboration
AgileCraft
9.0
Insightly
Support for Agile Methodology
AgileCraft
10.0
Insightly
Document Management
AgileCraft
7.0
Insightly
Timesheet Tracking
AgileCraft
9.0
Insightly
Change request and Case Management
AgileCraft
9.0
Insightly
Budget and Expense Management
AgileCraft
10.0
Insightly

Professional Services Automation

AgileCraft
9.0
Insightly
Quotes/estimates
AgileCraft
10.0
Insightly
Project & financial reporting
AgileCraft
8.0
Insightly

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

AgileCraft
Insightly
7.4
Lead management
AgileCraft
Insightly
7.6
Email marketing
AgileCraft
Insightly
7.1

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Social CRM

AgileCraft
Insightly
6.8
Social data
AgileCraft
Insightly
6.8
Social engagement
AgileCraft
Insightly
6.8

Integrations with 3rd-party Software

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

Platform

AgileCraft
Insightly
7.5
Mobile access
AgileCraft
Insightly
7.5

Pros

  • Effective Sprint planning : Sprint planning can be done using Planning Poker in AgileCraft by clicking Team > Manage > Other > Estimation Games very effectively for distributed teams.
  • Team Capacity Allocation Report: After tasks are created at team or program level, the report from AgileCraft cab be pulled and can be verified that no team member is under or over allocated. A report can be generated by navigating to Team > Manage > Assign Tasks.
  • Effective Requirement trace-ability: To maintain requirements trace-ability follow the steps below:
  • Upload test cases against the story/requirement. once uploaded test cases will be visible under that story
  • Execute Test cases in AgileCraft and mark them as Pass/Fail based on the actual outcome
  • Based on test results, The acceptance criterion's can be marked as “Pass” or “Fail” & if marked failed corresponding defect can be logged & can be attached with the story
  • So against each story we can easily see whether all test cases been executed or not & which acceptance criterion's are failed & how many defects are in open or close state.
  • Daily Scrum: In AgileCraft, the option to run a daily stand-up is available from Team > Manage > Daily Standups. Selecting the sprint number opens the daily stand-up meeting window in which each team member's tasks are visible and hours can be burned against them. Conduct Scrum meetings in AgileCraft, and burn each associate hour against the tasks created during the meeting. The burn-down chart can be generated & viewed during the stand-up to check whether the team is on track.
Sourav Singla ,Safe Agilist, CSP,  ICP-ACC, CSM, CSPO, SSM, LSSG profile photo
  • We have been able to customize fields to address our needs. Our industry is not well known so typical fields do not address all the areas we record.
  • We have made extensive use of tags to categorize specific groups within groups that we want to monitor.
  • We have been able to completely customize the workflow process and steps to complete projects.
Ann Matuszak profile photo

Cons

  • Program level metrics & Scorecards: Though we can generate few metrics & scorecards but I feel few more metrics can be added like velocity acceleration , team improvement rate.
  • QA team often come to me regarding the test case tagging, it is very difficult to search particular test case here so I feel advance search feature should be provided.
  • Program Planning: In Agilecraft program tracker if we have lot of multiple dependencies & where situation demands to look at our features holistically across the entire landscape of the solution, it did not provide proper support.
  • Also If I need to take a call at which sprint need to be optimized I did not get that decision making enablement here.
Sourav Singla ,Safe Agilist, CSP,  ICP-ACC, CSM, CSPO, SSM, LSSG 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
Because we are doing well with Insightly and we expect to improve it
Alvaro Satrustegui profile photo

Usability

No score
No answers yet
No answers on this topic
Insightly8.6
Based on 47 answers
We don't have a lot of users but those who use it, including myself, have found it very straightforward and intuitive.
John Eggenberger 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
Insightly3.1
Based on 14 answers
They seem knowledgeable. The knowledge base information provided as well as the videos are quite helpful and negate the need to contact to the support staff. They have a newsletter and blog that introduces and covers the features of the site, including new features and improvements to the application. All of these tools help support the user.
Julie Webster 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

JIRA basic version do not have basic support for test management, capacity planning & forecasting.

Rally is good & rich in features but if you want to implement safe , Agilecraft is definitely a better choice.
Rally supports safe but I did not get good support from technical desk & few features are really cumbersome to use.

HP Quality Center 11 supports agile teams well but I found it pretty costly.
Sourav Singla ,Safe Agilist, CSP,  ICP-ACC, CSM, CSPO, SSM, LSSG profile photo
Insightly does a wonderful job at project management, where Salesforce was more of a CRM, Insightly is both. The two main areas that Salesforce outperforms Insightly is in the reporting and custom fields. Salesforce had a lot of customizable objects and those two came in handy for my past company and I know they would with my current company. Insightly, however, is not near as expensive, so we had to make compromises.
Alek Babaa 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

  • Able to forecast & plan releases well using agilecraft leading to quality on time delivery.
  • Distributed teams are able to collaborate well, be it be daily scrum, retrospective, estimation though this. Also team members love the gamification part & they have fun using this tool. Earlier we use to face challenges due to distributed teams but after AgileCraft, collaboration & communication was no longer a challenge & we are able to see improvement not only in team velocity, but also team satisfaction.
  • Simplest tool to implement safe, scaling is always a problem with most of the agile tools but agilecraft helps in smoother implementation of safe practices & principles.
Sourav Singla ,Safe Agilist, CSP,  ICP-ACC, CSM, CSPO, SSM, LSSG 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

AgileCraft

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
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