What users are saying about
15 Ratings
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Top Rated
688 Ratings
15 Ratings
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Score 9.2 out of 100

Insightly

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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

Feature Set Ratings

    Sales Force Automation

    ARchitect

    Feature Set Not Supported
    N/A
    7.5

    Insightly

    75%
    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

    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

    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

    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

    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

    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

    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

    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

    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

    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
    Deborah Filer | TrustRadius Reviewer

    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.
    Anonymous | TrustRadius Reviewer

    Pros

    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.
    Ludovic Leforestier | TrustRadius Reviewer

    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
    Amy O'Day | TrustRadius Reviewer

    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
    Marc Duke | TrustRadius Reviewer

    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.
    Anonymous | TrustRadius Reviewer

    Pricing 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
    1. Per User/Per Month (billed annually)
    2. 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
    Vanessa Johnson | TrustRadius Reviewer

    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!
    Nicole Silacci | TrustRadius Reviewer

    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.
    Anonymous | TrustRadius Reviewer

    Reliability 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.
    Jane Beisell PMP, CIA | TrustRadius Reviewer

    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.
    Douglas Psulkowski, P.E. | TrustRadius Reviewer

    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
    Marc Duke | TrustRadius Reviewer

    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.
    Anonymous | TrustRadius Reviewer

    Online 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
    Eduardo Reyes | TrustRadius Reviewer

    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!
    Jeremy Grant | TrustRadius Reviewer

    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.
    Kara Lira | TrustRadius Reviewer

    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.
    Shivam Bhatt | TrustRadius Reviewer

    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.
    Phil Cashen | TrustRadius Reviewer

    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.
    Brenda Celeste | TrustRadius Reviewer

    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.
    Anonymous | TrustRadius Reviewer

    Screenshots

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