Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly
Score 8.6 out of 10
N/A
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$0
per month Up to 2 users
Jira Align
Score 7.9 out of 10
N/A
Jira Align (formerly AgileCraft) is an enterprise-ready project management solution, now from Atlassian (acquired May 2019).
$27,000
per year
Pricing
InsightlyJira Align
Editions & Modules
Free
$0
per month Up to 2 users
Plus
$29.00
Per User/Per Month (billed annually)
Professional
$49.00
Per User/Per Month (billed annually)
Enterprise
$99.00
Per User/Per Month (billed annually)
Starting Price
$27,000.00
per year
Maximum Price
$3,987,600.00
per year
Offerings
Pricing Offerings
InsightlyJira Align
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
InsightlyJira Align
Top Pros
Top Cons
Features
InsightlyJira Align
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.6
379 Ratings
1% below category average
Jira Align
-
Ratings
Customer data management / contact management8.7365 Ratings00 Ratings
Workflow management8.2331 Ratings00 Ratings
Territory management7.557 Ratings00 Ratings
Opportunity management7.9332 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.6338 Ratings00 Ratings
Contract management6.521 Ratings00 Ratings
Quote & order management6.752 Ratings00 Ratings
Interaction tracking7.3295 Ratings00 Ratings
Channel / partner relationship management7.724 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Insightly
7.1
13 Ratings
6% below category average
Jira Align
-
Ratings
Case management7.011 Ratings00 Ratings
Call center management7.28 Ratings00 Ratings
Help desk management7.19 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Insightly
7.6
296 Ratings
1% above category average
Jira Align
-
Ratings
Lead management8.0282 Ratings00 Ratings
Email marketing7.2232 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
7.7
365 Ratings
1% above category average
Jira Align
-
Ratings
Task management8.5356 Ratings00 Ratings
Billing and invoicing management6.039 Ratings00 Ratings
Reporting8.8302 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
8.0
326 Ratings
5% above category average
Jira Align
-
Ratings
Forecasting7.092 Ratings00 Ratings
Pipeline visualization8.5304 Ratings00 Ratings
Customizable reports8.4291 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
8.2
326 Ratings
8% above category average
Jira Align
-
Ratings
Custom fields9.1325 Ratings00 Ratings
Custom objects8.786 Ratings00 Ratings
Scripting environment6.86 Ratings00 Ratings
API for custom integration8.1166 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
8.1
278 Ratings
3% below category average
Jira Align
-
Ratings
Single sign-on capability8.3248 Ratings00 Ratings
Role-based user permissions7.8182 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
90 Ratings
2% above category average
Jira Align
-
Ratings
Social data6.825 Ratings00 Ratings
Social engagement8.078 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Insightly
6.0
136 Ratings
18% below category average
Jira Align
-
Ratings
Marketing automation6.8136 Ratings00 Ratings
Compensation management5.14 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
8.5
299 Ratings
12% above category average
Jira Align
-
Ratings
Mobile access8.5299 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Insightly
-
Ratings
Jira Align
7.6
20 Ratings
6% above category average
Task Management00 Ratings9.220 Ratings
Resource Management00 Ratings8.420 Ratings
Gantt Charts00 Ratings8.515 Ratings
Scheduling00 Ratings5.716 Ratings
Support for Agile Methodology00 Ratings9.519 Ratings
Support for Waterfall Methodology00 Ratings4.412 Ratings
Document Management00 Ratings4.616 Ratings
Email integration00 Ratings8.516 Ratings
Mobile Access00 Ratings4.513 Ratings
Timesheet Tracking00 Ratings9.514 Ratings
Change request and Case Management00 Ratings8.818 Ratings
Budget and Expense Management00 Ratings8.010 Ratings
Best Alternatives
InsightlyJira Align
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Craft
Craft
Score 8.9 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
GitLab
GitLab
Score 8.9 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
GitLab
GitLab
Score 8.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyJira Align
Likelihood to Recommend
8.8
(398 ratings)
9.1
(20 ratings)
Likelihood to Renew
8.1
(31 ratings)
9.9
(2 ratings)
Usability
8.7
(134 ratings)
5.2
(2 ratings)
Availability
10.0
(4 ratings)
-
(0 ratings)
Performance
10.0
(23 ratings)
-
(0 ratings)
Support Rating
7.0
(33 ratings)
7.0
(11 ratings)
Online Training
9.2
(7 ratings)
-
(0 ratings)
Implementation Rating
6.7
(24 ratings)
10.0
(1 ratings)
Configurability
7.0
(16 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
10.0
(1 ratings)
-
(0 ratings)
Ease of integration
10.0
(9 ratings)
-
(0 ratings)
Product Scalability
10.0
(7 ratings)
-
(0 ratings)
Vendor post-sale
10.0
(1 ratings)
9.0
(1 ratings)
Vendor pre-sale
10.0
(1 ratings)
9.0
(1 ratings)
User Testimonials
InsightlyJira Align
Likelihood to Recommend
Insightly, Inc.
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
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Atlassian
The Atlassian Jira Align (formerly AgileCraft) tools help keep our scrum teams moving in the right direction. It gives Sr. Executives visibility into the progress of our digital transformation efforts. It provides information to our program manager to create the necessary artifacts to justify continued funding of our initiatives. It also supports the SAFe framework, along with some others. And the Atlassian Jira Align (formerly AgileCraft) tools provide integration to other tools that we use in our portfolio.
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Pros
Insightly, Inc.
  • Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
  • Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
  • Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
Read full review
Atlassian
  • 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.
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Cons
Insightly, Inc.
  • There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
  • Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
  • Items such as Contacts and Organizations don't always link together.
Read full review
Atlassian
  • The initial ticket creation screen lacks some important features, such as assigning "point values" (a measure of effort needed for the ticket).
  • The browser needs to be manually refreshed to see new tickets, which can make things confusing when several people in a meeting are simultaneously creating tickets.
  • The interface on some smaller portions of the software are sometimes difficult to understand.
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Likelihood to Renew
Insightly, Inc.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
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Atlassian
There is nothing that can be better than Jira but it needs to keep improving certain areas especially the attachment size area.
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Usability
Insightly, Inc.
The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
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Atlassian
Most of the things are easily manageable except certain things that are hidden and you need to ask teammates who are aware of how they can link attachements in the comment section and so on.
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Reliability and Availability
Insightly, Inc.
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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Atlassian
No answers on this topic
Performance
Insightly, Inc.
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
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Atlassian
No answers on this topic
Support Rating
Insightly, Inc.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
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Atlassian
Overall support from Jira team is good. It comes at an additional price but it is very efficient. There are no long wait times, you get a dedicated team to look into your issues. The support is available throughout the year and they keep a record of your issues. Overall we are very satisfied with the support they have provided us over the years, it has been very effective for the price that we pay.
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Online Training
Insightly, Inc.
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
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Atlassian
No answers on this topic
Implementation Rating
Insightly, Inc.
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
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Atlassian
No answers on this topic
Alternatives Considered
Insightly, Inc.
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
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Atlassian
Microsoft Azure Devops won't have the major functionality of software management like Jira. The customization provided by Jira is having a cutting edge over any project management tool. Adds-on and Plugins feature in the Jira Tool make it as perfect as desired task management tool for any company. One of the best Agile based Project Management Tools.
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Scalability
Insightly, Inc.
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
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Atlassian
No answers on this topic
Return on Investment
Insightly, Inc.
  • We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
  • Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.
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Atlassian
  • It has positively impacted our tech teams, allowing them to better organize the tasks and items they are working on and has greatly improved their ability to communicate & review these tasks with other teams.
  • I believe it negatively impacted other departments as lengthy training was required by many associates to attempt using the tool, only to find out it didn't meet our needs, therefore much time was wasted.
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ScreenShots

Insightly Screenshots

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of