Sales CRM Software vs. Insightly

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Sales CRM Software
Score 0.0 out of 10
N/A
Archiz Solutions offers Custom CRM Software to align sales, marketing and support process strategies with customers intent, and to enrich their overall experience.N/A
Insightly
Score 8.5 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
Pricing
Sales CRM SoftwareInsightly
Editions & Modules
No answers on this topic
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)
Offerings
Pricing Offerings
Sales CRM SoftwareInsightly
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup Fee$1,000 No setup fee
Additional Details
More Pricing Information
Community Pulse
Sales CRM SoftwareInsightly
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Features
Sales CRM SoftwareInsightly
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
7.6
378 Ratings
1% below category average
Customer data management / contact management00 Ratings8.7364 Ratings
Workflow management00 Ratings8.2330 Ratings
Territory management00 Ratings7.656 Ratings
Opportunity management00 Ratings7.9331 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.5337 Ratings
Contract management00 Ratings6.521 Ratings
Quote & order management00 Ratings6.751 Ratings
Interaction tracking00 Ratings7.3294 Ratings
Channel / partner relationship management00 Ratings7.724 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
7.1
13 Ratings
5% below category average
Case management00 Ratings7.011 Ratings
Call center management00 Ratings7.28 Ratings
Help desk management00 Ratings7.19 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
7.6
295 Ratings
1% above category average
Lead management00 Ratings8.0281 Ratings
Email marketing00 Ratings7.2231 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
7.7
363 Ratings
2% above category average
Task management00 Ratings8.5354 Ratings
Billing and invoicing management00 Ratings6.039 Ratings
Reporting00 Ratings8.7300 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
8.0
324 Ratings
5% above category average
Forecasting00 Ratings7.092 Ratings
Pipeline visualization00 Ratings8.6302 Ratings
Customizable reports00 Ratings8.4289 Ratings
Customization
Comparison of Customization features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
8.2
324 Ratings
8% above category average
Custom fields00 Ratings9.1323 Ratings
Custom objects00 Ratings8.784 Ratings
Scripting environment00 Ratings6.86 Ratings
API for custom integration00 Ratings8.1164 Ratings
Security
Comparison of Security features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
8.1
276 Ratings
3% below category average
Single sign-on capability00 Ratings8.3246 Ratings
Role-based user permissions00 Ratings7.9181 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
7.4
90 Ratings
2% above category average
Social data00 Ratings6.825 Ratings
Social engagement00 Ratings8.078 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
5.9
135 Ratings
19% below category average
Marketing automation00 Ratings6.7135 Ratings
Compensation management00 Ratings5.14 Ratings
Platform
Comparison of Platform features of Product A and Product B
Sales CRM Software
-
Ratings
Insightly
8.4
297 Ratings
11% above category average
Mobile access00 Ratings8.4297 Ratings
Best Alternatives
Sales CRM SoftwareInsightly
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Sales CRM SoftwareInsightly
Likelihood to Recommend
-
(0 ratings)
8.9
(396 ratings)
Likelihood to Renew
-
(0 ratings)
8.3
(30 ratings)
Usability
-
(0 ratings)
8.7
(132 ratings)
Availability
-
(0 ratings)
10.0
(4 ratings)
Performance
-
(0 ratings)
10.0
(23 ratings)
Support Rating
-
(0 ratings)
5.5
(31 ratings)
Online Training
-
(0 ratings)
10.0
(6 ratings)
Implementation Rating
-
(0 ratings)
6.5
(22 ratings)
Configurability
-
(0 ratings)
7.0
(16 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
10.0
(1 ratings)
Ease of integration
-
(0 ratings)
10.0
(9 ratings)
Product Scalability
-
(0 ratings)
10.0
(7 ratings)
Vendor post-sale
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Sales CRM SoftwareInsightly
Likelihood to Recommend
Archiz Solutions
No answers on this topic
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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Pros
Archiz Solutions
No answers on this topic
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.
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Cons
Archiz Solutions
No answers on this topic
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.
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Likelihood to Renew
Archiz Solutions
No answers on this topic
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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Usability
Archiz Solutions
No answers on this topic
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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Reliability and Availability
Archiz Solutions
No answers on this topic
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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Performance
Archiz Solutions
No answers on this topic
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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Support Rating
Archiz Solutions
No answers on this topic
Insightly, Inc.
Excellent support provided to deploy the app across all platforms like mobile, desktop and web and allow addition or deletion of users in quick time. It does not require any physical infrastructure and can be scaled at any level. It can be used across office locations to collaborate among users and help streamline workflow required to work on various projects.
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Online Training
Archiz Solutions
No answers on this topic
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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Implementation Rating
Archiz Solutions
No answers on this topic
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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Alternatives Considered
Archiz Solutions
No answers on this topic
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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Scalability
Archiz Solutions
No answers on this topic
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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Return on Investment
Archiz Solutions
No answers on this topic
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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ScreenShots

Sales CRM Software Screenshots

Screenshot of

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