What users are saying about

Airtable

212 Ratings

Insightly

Top Rated
541 Ratings

Airtable

212 Ratings
Score 9.1 out of 101

Insightly

Top Rated
541 Ratings
Score 8.1 out of 101

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Likelihood to Recommend

Airtable

Any sort of database--keeping records of all of our volunteers, recipients, organizations, etc
Juliet Sternberg 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

Airtable
7.8
Insightly
Task Management
Airtable
8.0
Insightly
Resource Management
Airtable
8.2
Insightly
Gantt Charts
Airtable
7.5
Insightly
Scheduling
Airtable
7.5
Insightly
Workflow Automation
Airtable
7.7
Insightly
Team Collaboration
Airtable
8.7
Insightly
Support for Agile Methodology
Airtable
7.9
Insightly
Support for Waterfall Methodology
Airtable
7.7
Insightly
Document Management
Airtable
7.8
Insightly
Email integration
Airtable
7.2
Insightly
Mobile Access
Airtable
7.5
Insightly
Timesheet Tracking
Airtable
7.9
Insightly
Change request and Case Management
Airtable
8.0
Insightly
Budget and Expense Management
Airtable
8.1
Insightly

Sales Force Automation

Airtable
Insightly
7.3
Customer data management / contact management
Airtable
Insightly
8.3
Workflow management
Airtable
Insightly
7.3
Territory management
Airtable
Insightly
6.1
Opportunity management
Airtable
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Airtable
Insightly
7.3
Contract management
Airtable
Insightly
6.5
Quote & order management
Airtable
Insightly
7.2
Interaction tracking
Airtable
Insightly
7.2
Channel / partner relationship management
Airtable
Insightly
7.7

Customer Service & Support

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

Marketing Automation

Airtable
Insightly
7.2
Lead management
Airtable
Insightly
7.5
Email marketing
Airtable
Insightly
6.9

CRM Project Management

Airtable
Insightly
6.5
Task management
Airtable
Insightly
7.8
Billing and invoicing management
Airtable
Insightly
4.5
Reporting
Airtable
Insightly
7.2

CRM Reporting & Analytics

Airtable
Insightly
7.0
Forecasting
Airtable
Insightly
6.5
Pipeline visualization
Airtable
Insightly
7.2
Customizable reports
Airtable
Insightly
7.4

Customization

Airtable
Insightly
7.1
Custom fields
Airtable
Insightly
7.5
Custom objects
Airtable
Insightly
6.6
Scripting environment
Airtable
Insightly
6.8
API for custom integration
Airtable
Insightly
7.3

Security

Airtable
Insightly
7.9
Single sign-on capability
Airtable
Insightly
7.9
Role-based user permissions
Airtable
Insightly
7.9

Social CRM

Airtable
Insightly
6.7
Social data
Airtable
Insightly
6.8
Social engagement
Airtable
Insightly
6.5

Integrations with 3rd-party Software

Airtable
Insightly
6.0
Marketing automation
Airtable
Insightly
6.8
Compensation management
Airtable
Insightly
5.2

Platform

Airtable
Insightly
7.4
Mobile access
Airtable
Insightly
7.4

Pros

  • Great user experience and minimal learning curve. It wasn't until I became aware of Airtable that we found a solution that allows us to implement the best features of a collaborative RDBMS with our staff who don't have any training. I had previously used Zoho Creator and found that it was difficult to onboard new users because of a steeper learning curve.
  • Easy to share views and invite contributions via forms.
  • Blocks add significant functionality that would be hard to custom build.
Juan Matute profile photo
  • 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

  • The trial period should be a bit longer. I wanted to test it before I rolled it out to my team. Just after I felt comfortable and started to share, the trial period ended.
  • Shorter videos. I think there are great resources available and I really think that is a strength, but if I had to suggest something, it would be to make more short videos to give technical how-tos.
Seth Cochran 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

Airtable9.1
Based on 1 answer
compared to other products it is just fabulous.
Andrej Vrsansky profile photo
Insightly9.0
Based on 18 answers
Because we are doing well with Insightly and we expect to improve it
Alvaro Satrustegui profile photo

Usability

Airtable9.0
Based on 5 answers
It's not perfect but it is really easy to use and I think most slightly technical people will pick it up quite quickly.
Malcolm Colman-Shearer profile photo
Insightly8.5
Based on 47 answers
Because usability is one of the great things about Insightly
Alvaro Satrustegui 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

Airtable7.3
Based on 1 answer
Sometimes, I have to wait a bit longer but I'm on a low priced option so I understand why. Generally, they're able to provide me solutions to my problems as long as I'm not in a rush.
Malcolm Colman-Shearer profile photo
Insightly4.1
Based on 13 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
Nothing specifico.
Massimo Pizzetti profile photo

Alternatives Considered

I have mostly set up and helped architect custom database solutions in a proprietary software, as compares directly to Airtable. I have set up and used JIRA Software extensively, and several Marketing Automation systems, and set up Oncontact CRM, and used DAM systems, and Basecamp project management. All in all setting up databases and introducing them to organizations is one of my primary skills and I have several years experience doing this within an organization and as a consultant for other organizations. This is why I love Airtable so much - I have never seen something so lightweight, so inexpensive, and so powerful. Pound for pound it whips any system I have ever used. When I think back to all the custom database solutions I've implemented, and other processes I've managed and consulted on within organizations, I can't help but wonder how many of them would have vastly better off with a simple Airtable implementation.
James Shafstall 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

  • Airtable has helped us totally automate our complimentary pass system, saving printing costs and staff time.
  • Airtable has helped us to prototype systems and have them go live in minutes or hours.
Ana Nelson 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

Airtable

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

Airtable More Information

Insightly

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

Insightly More Information