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Insightly

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4 Ratings
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Score 8 out of 101

Insightly

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Top Rated
562 Ratings
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Score 8.1 out of 101

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Likelihood to Recommend

Apptivo

(UPDATE: Please note that my review was for the Version 5 of their apps. They have recently updated 2 of their main apps to V6 which show a lot of improvements. The sad thing however is that many of their 40+ apps never even made to V5 let alone V6. V5 to V6 has taken over a year and only the core apps are getting attention.)

As it stands Apptivo is only useful for one person or sole trader type entities. If your business wants to use all the apps and works internationally then Apptivo will create headaches and frustration rather than increasing productivity. They may solve many of the 100+ items we provided them with free of charge in an upcoming release, but we left with a bad taste in our mouth. Countless hours lost in our business while we acted as bug finders for Apptivo while paying for the product.
No photo available

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

Sales Force Automation

Apptivo
4.7
Insightly
7.3
Customer data management / contact management
Apptivo
8.7
Insightly
8.4
Workflow management
Apptivo
6.8
Insightly
7.4
Territory management
Apptivo
4.5
Insightly
6.1
Opportunity management
Apptivo
4.5
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Insightly
7.4
Quote & order management
Apptivo
1.0
Insightly
7.2
Interaction tracking
Apptivo
1.8
Insightly
7.3
Channel / partner relationship management
Apptivo
4.5
Insightly
7.7
Contract management
Apptivo
Insightly
6.5

Customer Service & Support

Apptivo
5.7
Insightly
7.1
Case management
Apptivo
7.7
Insightly
7.0
Help desk management
Apptivo
3.6
Insightly
7.1
Call center management
Apptivo
Insightly
7.2

Marketing Automation

Apptivo
4.5
Insightly
7.4
Lead management
Apptivo
4.5
Insightly
7.6
Email marketing
Apptivo
4.5
Insightly
7.2

CRM Project Management

Apptivo
7.3
Insightly
6.6
Task management
Apptivo
8.7
Insightly
7.8
Billing and invoicing management
Apptivo
4.5
Insightly
4.7
Reporting
Apptivo
8.7
Insightly
7.4

Customization

Apptivo
6.4
Insightly
7.1
Custom fields
Apptivo
6.4
Insightly
7.6
Custom objects
Apptivo
6.4
Insightly
6.6
Scripting environment
Apptivo
Insightly
6.8
API for custom integration
Apptivo
Insightly
7.6

Security

Apptivo
9.8
Insightly
8.0
Single sign-on capability
Apptivo
9.9
Insightly
8.0
Role-based user permissions
Apptivo
9.7
Insightly
8.0

Platform

Apptivo
9.7
Insightly
7.5
Mobile access
Apptivo
9.7
Insightly
7.5

CRM Reporting & Analytics

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

Social CRM

Apptivo
Insightly
6.8
Social data
Apptivo
Insightly
6.8
Social engagement
Apptivo
Insightly
6.9

Integrations with 3rd-party Software

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

Pros

  • Built in support for new users.
  • Basic crm works...just dont expect it do anything well beyond the basic.
  • Price.
  • Google Apps integration is better than a lot of the competition who charge and anwful lot more.
  • They are open to and try adapt quickly based on customer feedback.
No photo available
  • Task Sync to Google Calendar. This is especially strong and helps to keep a daily agenda on point for me.
  • Task notifications. This helps me keep on point as it keeps me locked into my timeline of development. I'm extremely busy, so having this reminder system on my phone and in emails is helpful.
  • Notes: I love the notes feature, which helps keep my projects well organized for others that might step into them. I stopped using Google Keep once I got a handle on Notes in Insightly.
Chris Akin profile photo

Cons

  • Homescreen claims to be the center of the application however the sub sections are mostly flawed or do not function as one would expect.
  • The built in email client kinda works but depending on which section of the app you are in the default font will be different from your signature. Also you cannot add a cell phone to staff signatures. I asked about this for months. It was never fixed. When will CRM companies learn that email is STILL the center of many business. It is unacceptable to have different fonts in the same mail and signatures that change from client to client.
  • They frequently messed up our contact data.
  • Multi currency exists on invoices but not on other apps.
  • Fragmentation with their apps....some apps are still on version 3 some on 4 and some on version 5. This means you are forced to deal with 2 or more different user interfaces within the same app.
  • No consistency between the apps.
  • Often there is little or no integration between the apps inside Apptivo.
No photo available
  • 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

Apptivo2.7
Based on 1 answer
Our uses kept running into bugs that stopped them from doing simple things like creating a contact or selecting an item from a custom drop list which is required to save the contact or item. This of course is after time was spent filling out all the previous data which gets lost when you cannot complete the form. This is just one example of many.
No photo available
Insightly8.6
Based on 47 answers
I only needed to consult help guides when I wanted to use more advanced features. You'll be able to start using the software the day you install it.
Vanessa Johnson 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
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

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

Apptivo3.6
Based on 1 answer
If you are starting a business and want a free app or nearly free app that can grow with you....then apptivo could be for you. However if you grow faster than them then you will be quickly seeking alternatives
No photo available
Insightly8.5
Based on 19 answers
The only missing thing at this time that would make our implementation complete would be a tighter integration with Xero allowing us to send quotes and report on quotes from Insightly!Xero has, excuse the pun, ZERO reporting on quotes sent!!!They are both very good products, however it's the little things that make good GREAT!
Jeremy Grant profile photo

Alternatives Considered

Sellsy is the app that comes closest in terms of feature set. It is a lot more expensive but even with its flaws and terrible Google integration is still is a measurably better product in terms of taking care of your business. Unfortunately for Apptivo it tries to do everything with its 40+ apps but not one of those apps succeed in being great when compared to the competition. The competition in all cases are much more expensive than Apptivo but it is a case of you get what you pay for.

Solve360 is probably the best Google integrated crm product on the market today however it is not a business management platform. Work[etc] is another great platform with excellent Google integration but doesn't do stock management or multi-currency. Also way over-priced!
No photo available
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

  • It cost us money.
  • We lost a few hundred man hours on this. We stuck with them for a while based upon the promises received and the excellent speed at which support would reply to concerns. However fixes to the big issues still have not arrived a year later.
No photo available
  • Better client follow up and opportunity tracking
  • More cost-effective than SalesForce
Ron Sherwood profile photo

Pricing Details

Apptivo

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Apptivo Editions & Modules
Apptivo
Edition
Starter
Free1
Premium
$101
Ultimate
$251
Enterprise
N/A
1. Per User per Month
Additional Pricing Details

Insightly

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