What users are saying about
2 Ratings
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Top Rated
572 Ratings
2 Ratings
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Score 7.8 out of 101

Insightly

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Top Rated
572 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.1 out of 101

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

Mail Merge! How easy it is to create an email and not only add user fields but be able to edit individual emails while reviewing!
Joanne Grams 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
7.4
Customer data management / contact management
AgileCraft
Insightly
8.4
Workflow management
AgileCraft
Insightly
7.5
Territory management
AgileCraft
Insightly
6.1
Opportunity management
AgileCraft
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
AgileCraft
Insightly
7.5
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
7.5
Lead management
AgileCraft
Insightly
7.7
Email marketing
AgileCraft
Insightly
7.3

CRM Project Management

AgileCraft
Insightly
6.7
Task management
AgileCraft
Insightly
7.8
Billing and invoicing management
AgileCraft
Insightly
5.0
Reporting
AgileCraft
Insightly
7.4

CRM Reporting & Analytics

AgileCraft
Insightly
7.2
Forecasting
AgileCraft
Insightly
6.7
Pipeline visualization
AgileCraft
Insightly
7.3
Customizable reports
AgileCraft
Insightly
7.5

Customization

AgileCraft
Insightly
7.2
Custom fields
AgileCraft
Insightly
7.6
Custom objects
AgileCraft
Insightly
6.6
Scripting environment
AgileCraft
Insightly
6.8
API for custom integration
AgileCraft
Insightly
7.6

Security

AgileCraft
Insightly
8.0
Single sign-on capability
AgileCraft
Insightly
7.9
Role-based user permissions
AgileCraft
Insightly
8.0

Social CRM

AgileCraft
Insightly
7.0
Social data
AgileCraft
Insightly
6.8
Social engagement
AgileCraft
Insightly
7.1

Integrations with 3rd-party Software

AgileCraft
Insightly
6.1
Marketing automation
AgileCraft
Insightly
7.0
Compensation management
AgileCraft
Insightly
5.2

Platform

AgileCraft
Insightly
7.5
Mobile access
AgileCraft
Insightly
7.5

Pros

AgileCraft

  • 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

Insightly

  • It's online and has different tiers. You can easily move between different product tiers as your business needs change.
  • I love the integration of sales pipelines with projects and tasks.
  • Integration with third-party software tools.
Tommy L. Chambers profile photo

Cons

AgileCraft

  • 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

Insightly

  • PLEASE add a DocuSign module! It is the only real reason we have considered other CRM companies!
  • Some of the workflow from completing a task but then checking off a task as done is a bit awkward and cumbersome.
  • Would love to be able to add more than 15 business cards per month. Do not want to upgrade for that alone.
Ann Matuszak profile photo

Likelihood to Renew

AgileCraft

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
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

AgileCraft

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
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

AgileCraft

No score
No answers yet
No answers on this topic

Insightly

Insightly 10.0
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

AgileCraft

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Moshe Kogos profile photo

Support

AgileCraft

No score
No answers yet
No answers on this topic

Insightly

Insightly 2.9
Based on 14 answers
If your issue is simple & was previously covered in their online FAQ's it's fine.If not, you are stuck... or in my case currently I'm unable to even access the database until someone answers my online question.There is no help phone line or online chat!!!
Jane Beisell PMP, CIA profile photo

Online Training

AgileCraft

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
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

AgileCraft

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.5
Based on 19 answers
You always need to be clear on your basic needs, but if it meets that, use it. This thing is a winner.

This program is by far the best CRM experience I have had, ever, and I have used many programs from the very simple to the very complex. In my book this program is a winner.
Rogier Fentener van Vlissingen profile photo

Alternatives Considered

AgileCraft

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

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak profile photo

Scalability

AgileCraft

No score
No answers yet
No answers on this topic

Insightly

Insightly 7.8
Based on 6 answers
Would be nice to have certain allotment of memory per user
Gordon World profile photo

Return on Investment

AgileCraft

  • 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

Insightly

  • Using Insightly reduced my lead conversion time from 6 months to 3 on average.
  • It's motivating to see how much the open opportunities are worth.
  • Reports help with predicting sales cycles and forecasting.
Laura Pence 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

Add comparison