15 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 9.2 out of 100
Based on 15 reviews and ratings
Insightly
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
688 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7.8 out of 100
Based on 688 reviews and ratings
Feature Set Ratings
Sales Force Automation
ARchitect
Feature Set Not Supported
N/A

7.5
Insightly
75%
Insightly ranks higher in 9/9 features
Insightly ranks higher in 9/9 features
Customer data management / contact management
N/A
0 Ratings

8.4
84%
315 Ratings
Workflow management
N/A
0 Ratings

7.9
79%
281 Ratings
Territory management
N/A
0 Ratings

7.8
78%
37 Ratings
Opportunity management
N/A
0 Ratings

8.0
80%
289 Ratings
Integration with email client (e.g., Outlook or Gmail)
N/A
0 Ratings

7.1
71%
293 Ratings
Contract management
N/A
0 Ratings

6.5
65%
21 Ratings
Quote & order management
N/A
0 Ratings

6.6
66%
29 Ratings
Interaction tracking
N/A
0 Ratings

7.5
75%
258 Ratings
Channel / partner relationship management
N/A
0 Ratings

7.7
77%
24 Ratings
Customer Service & Support
ARchitect
Feature Set Not Supported
N/A

7.1
Insightly
71%
Insightly ranks higher in 3/3 features
Insightly ranks higher in 3/3 features
Case management
N/A
0 Ratings

7.0
70%
11 Ratings
Call center management
N/A
0 Ratings

7.2
72%
8 Ratings
Help desk management
N/A
0 Ratings

7.1
71%
9 Ratings
Marketing Automation
ARchitect
Feature Set Not Supported
N/A

7.4
Insightly
74%
Insightly ranks higher in 2/2 features
Insightly ranks higher in 2/2 features
Lead management
N/A
0 Ratings

7.3
73%
244 Ratings
Email marketing
N/A
0 Ratings

7.5
75%
195 Ratings
CRM Project Management
ARchitect
Feature Set Not Supported
N/A

7.0
Insightly
70%
Insightly ranks higher in 3/3 features
Insightly ranks higher in 3/3 features
Task management
N/A
0 Ratings

7.7
77%
301 Ratings
Billing and invoicing management
N/A
0 Ratings

6.0
60%
39 Ratings
Reporting
N/A
0 Ratings

7.3
73%
255 Ratings
CRM Reporting & Analytics
ARchitect
Feature Set Not Supported
N/A

7.6
Insightly
76%
Insightly ranks higher in 3/3 features
Insightly ranks higher in 3/3 features
Forecasting
N/A
0 Ratings

7.0
70%
92 Ratings
Pipeline visualization
N/A
0 Ratings

8.6
86%
251 Ratings
Customizable reports
N/A
0 Ratings

7.2
72%
242 Ratings
Customization
ARchitect
Feature Set Not Supported
N/A

7.8
Insightly
78%
Insightly ranks higher in 4/4 features
Insightly ranks higher in 4/4 features
Custom fields
N/A
0 Ratings

8.7
87%
273 Ratings
Custom objects
N/A
0 Ratings

8.0
80%
40 Ratings
Scripting environment
N/A
0 Ratings

6.8
68%
6 Ratings
API for custom integration
N/A
0 Ratings

7.6
76%
130 Ratings
Security
ARchitect
Feature Set Not Supported
N/A

8.1
Insightly
81%
Insightly ranks higher in 2/2 features
Insightly ranks higher in 2/2 features
Single sign-on capability
N/A
0 Ratings

8.0
80%
211 Ratings
Role-based user permissions
N/A
0 Ratings

8.2
82%
142 Ratings
Social CRM
ARchitect
Feature Set Not Supported
N/A

7.4
Insightly
74%
Insightly ranks higher in 2/2 features
Insightly ranks higher in 2/2 features
Social data
N/A
0 Ratings

6.8
68%
25 Ratings
Social engagement
N/A
0 Ratings

8.0
80%
78 Ratings
Integrations with 3rd-party Software
ARchitect
Feature Set Not Supported
N/A

6.2
Insightly
62%
Insightly ranks higher in 2/2 features
Insightly ranks higher in 2/2 features
Marketing automation
N/A
0 Ratings

7.3
73%
105 Ratings
Compensation management
N/A
0 Ratings

5.1
51%
4 Ratings
Platform
ARchitect
Feature Set Not Supported
N/A

8.0
Insightly
80%
Insightly ranks higher in 1/1 features
Insightly ranks higher in 1/1 features
Mobile access
N/A
0 Ratings

8.0
80%
267 Ratings
Attribute Ratings
- ARInsights ARchitect is rated higher in 2 areas: Likelihood to Recommend, Usability
- Insightly is rated higher in 1 area: Support Rating
Likelihood to Recommend
9.0
ARchitect
90%
10 Ratings

8.3
Insightly
83%
340 Ratings
Likelihood to Renew
ARchitect
N/A
0 Ratings

8.6
Insightly
86%
27 Ratings
Usability
10.0
ARchitect
100%
1 Rating

8.2
Insightly
82%
74 Ratings
Availability
ARchitect
N/A
0 Ratings

10.0
Insightly
100%
7 Ratings
Performance
ARchitect
N/A
0 Ratings

10.0
Insightly
100%
45 Ratings
Support Rating
7.0
ARchitect
70%
4 Ratings

8.1
Insightly
81%
44 Ratings
Online Training
ARchitect
N/A
0 Ratings

10.0
Insightly
100%
6 Ratings
Implementation Rating
ARchitect
N/A
0 Ratings

10.0
Insightly
100%
59 Ratings
Contract Terms and Pricing Model
ARchitect
N/A
0 Ratings

10.0
Insightly
100%
1 Rating
Product Scalability
ARchitect
N/A
0 Ratings

10.0
Insightly
100%
7 Ratings
Likelihood to Recommend
ARchitect
If you have an AR program across the globe and want to track all interactions you have with them, this tool is right for you. As you can imagine the tool is only as good as the data you put in, so you do have to make it part of your work day to input the data. Say a team member leaves and you have to jump in to cover for them, you are able to see all the interactions they have had with analysts
Analyst Relations
DellInformation Technology and Services, 10,001+ employees
Insightly
I believe there aren't major problems that I have encountered while using Insightly. We used to use a weird CRM made of sheets that would force us to open several tabs. With Insightly, all information is on one page within the fields we created to be populated. I only think there could be more fields on the project page that will allow us to add more relevant information. Each department has its needs for fields that end up not being created due to the lack of remaining fields available.

Verified User
Representative in Other
Renewables & Environment Company, 201-500 employeesPros
ARchitect
- The analyst database is constantly enriched and a lifesaver.
- Email newsletter functionality is excellent for tracking comms with analysts.
- Premium content alerts are useful to get all coverage in one place.
Global Influencer Relations Director
CriteoInformation Technology & Services, 1001-5000 employees
Insightly
- Very easy to use-you can start using it without a lot of experience
- Allows you to create groups or add tags to your contacts for more organization
- Gives the option to upload current contact lists into the database rather than manually entering
- Allows for adding social media profiles
- Allows you to create "custom" fields within your contact that are specific to your company
Owner
Desktop Deputy Virtual AssistantConsumer Services, 1-10 employees
Cons
ARchitect
- Use of the finder feature is a little cumbersome
- The email editor is better but still a little fiddly compared to the likes of Mailchimp
- Adding in new contacts is a little tedious process
- Removing analysts no longer with an organisation - in transit is a little onerous
Marketing Consultant
Marc Duke ConsultingMarketing and Advertising, 1-10 employees
Insightly
- You couldn't connect people to programs within a business well enough. It's like we needed one more level of abstraction. We had the schools and the "employees" and their roles, but then we could separate by program easily. We had to do all these manual sorts of list things, and it was a pain to keep track of things once we had hundreds of schools and a thousand people in there.
- You can only send emails to 50 contacts. That was so annoying. I should be able to send an email to hundreds, and Insightly should handle the job and perhaps just time delay the send 50 people at a time or something. I would have to send the email to 50 people at a time, and it was so annoying to deal with. My number 1 reason for seeking comparative products.

Verified User
Program Manager in Engineering
Education Management Company, 11-50 employeesPricing Details
ARchitect
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
—ARchitect Editions & Modules
—
Additional Pricing Details
—Insightly
General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
$0 per month Up to 2 users
Insightly Editions & Modules
Edition
Plus | $29.001 |
---|---|
Professional | $49.001 |
Enterprise | $99.001 |
Free | $02 |
- Per User/Per Month (billed annually)
- per month Up to 2 users
Additional Pricing Details
—Likelihood to Renew
ARchitect
No score
No answers yet
No answers on this topic
Insightly
Insightly 8.6
Based on 27 answers
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
Development Coordinator / Implementation Specialist
the school collectiveComputer Software, 1-10 employees
Usability
ARchitect
ARchitect 10.0
Based on 1 answer
It's super easy to use, and anything that I cannot figure out, their team usually helps me within hours of my asking!
Sr. Analyst Relations Manager
ProofpointComputer & Network Security, 1001-5000 employees
Insightly
Insightly 8.2
Based on 74 answers
The platform is very intuitive and easy to use, over the years of using it I have experienced minimal bugs and errors, the odd task has not been updated, etc. but other than this it has performed very consistently for us. The platform has a simple, but effective job to do for us and it does it well, there is no added "fluff" for us to go through and this allows us to be efficient when using the service.

Verified User
Executive in Sales
Real Estate Company, 1-10 employeesReliability and Availability
ARchitect
No score
No answers yet
No answers on this topic
Insightly
Insightly 10.0
Based on 7 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.
Owner
Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees
Performance
ARchitect
No score
No answers yet
No answers on this topic
Insightly
Insightly 10.0
Based on 45 answers
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.
Project Manager
Henkels & McCoy, Inc.Construction, 5001-10,000 employees
Support Rating
ARchitect
ARchitect 7.0
Based on 4 answers
In the instances I have had issues its been a little tricky to figure things out, some of the videos are helpful but getting email responses are not great compared to online chat and I have found that the response rates have been more than a day in some instances which is not as responsive as I would like compared to other platforms
Marketing Consultant
Marc Duke ConsultingMarketing and Advertising, 1-10 employees
Insightly
Insightly 8.1
Based on 44 answers
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.

Verified User
Analyst in Engineering
Health, Wellness and Fitness Company, 10,001+ employeesOnline Training
ARchitect
No score
No answers yet
No answers on this topic
Insightly
Insightly 10.0
Based on 6 answers
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
Network Operation
Alcance Media GroupMarketing and Advertising, 11-50 employees
Implementation Rating
ARchitect
No score
No answers yet
No answers on this topic
Insightly
Insightly 10.0
Based on 59 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!
Chief Information Officer
One Digital MediaInformation Technology and Services, 51-200 employees
Alternatives Considered
ARchitect
Prior to using ARchitect, we were using Salesforce. While we did have some customization added, it did not nearly have the robustness that ARchitect provides -- especially since it is designed for AR professionals. We've been using ARchitect for about 8 years and have never looked back. Some examples of vast improvements: 1. Analyst firms/bios. With Salesforce, we needed to maintain all analyst bios -- something that ARchitect does.2. Analyst coverage. We used to track all analyst coverage by visiting multiple analyst websites and manually pasting into spreadsheets. We now not only get a feed of coverage that can be exported into Excel, but we can also customize reports by topic.3. Reporting. Salesforce did not provide the same reporting capabilities that ARchitect provides.
Associate Director, Global Analyst Relations
CapgeminiInformation Technology and Services, 10,001+ employees
Insightly
The main reason for going ahead with Insightly was the cost. It meets our basic requirements of lead management and we didn't want to spend a lot on a CRM tool. Other than that, most other CRMs we evaluated have all the basic and advanced capabilities.
Business Operations Manager
ZS AssociatesManagement Consulting, 5001-10,000 employees
Scalability
ARchitect
No score
No answers yet
No answers on this topic
Insightly
Insightly 10.0
Based on 7 answers
(+) 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.
Vice President
Shadow Polymer Industries, IncMedical Devices, 11-50 employees
Return on Investment
ARchitect
- We don't measure ROI and ARchitect. It is an essential tool for us and fortunately I've not had to justify our ongoing investment by demonstrating ROI.
Global Lead: Industry Analyst Relations
UnisysInformation Technology and Services, 10,001+ employees
Insightly
- This has positively affected the way I view sales opportunities via their charts.
- The home dashboard is helpful and loads right when you log in so you can view your status at a glance.
- I like being able to click right from the dashboard when I log in to get to the most important info.

Verified User
Executive in Corporate
Design Company, 1-10 employees