ARchitect vs Insightly | TrustRadius

What users are saying about

Score 9.2 out of 10

Based on 15 reviews and ratings

Score 8.2 out of 10

Based on 637 reviews and ratings

Feature Rating Comparison

ARchitect

Insightly

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

ARchitect

Insightly

Case management

Call center management

Help desk management

ARchitect

Insightly

Lead management

Email marketing

ARchitect

Insightly

Task management

Billing and invoicing management

Reporting

ARchitect

Insightly

Forecasting

Pipeline visualization

Customizable reports

ARchitect

Insightly

Custom fields

Custom objects

Scripting environment

API for custom integration

ARchitect

Insightly

Single sign-on capability

Role-based user permissions

ARchitect

Insightly

Social data

Social engagement

ARchitect

Insightly

Marketing automation

Compensation management

ARchitect

Insightly

Mobile access

Pros

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.

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Ludovic Leforestier

Global Influencer Relations Director

CriteoInformation Technology & Services, 1001-5000 employees

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It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
I can automatically subscribe my leads to the email list through the web forms provided by Insightly.

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CMO (Chief Marketing Officer)

Spectrum ReachMarketing & Advertising, 1001-5000 employees

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Cons

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

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Marketing Consultant

Marc Duke ConsultingMarketing and Advertising, 1-10 employees

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I only find the integration with the Google application practical, with other platforms it is a bit complex to understand.
The mobile version lacks many functions which are necessary to have a full port of this platform on the mobile.
Keep data in a public cloud, this can be a security risk. They should be able to give a tool where you can store the data privately and thus keep everything safe.

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Territory Sales Manager

AltriaConsumer Goods, 5001-10,000 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

Insightly 4.0

Based on 19 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

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Vanessa Johnson

Development Coordinator / Implementation Specialist

the school collectiveComputer Software, 1-10 employees

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Usability

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!

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Sr. Analyst Relations Manager

ProofpointComputer & Network Security, 1001-5000 employees

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Insightly 8.8

Based on 54 answers

Insightly is so easy to setup and so intuitive. Easy to generate your reports and the iPhone app is very easy to use. Wish the email was a little more tightly integrated into Gmail, but Insightly does everything you would expect a CRM to do. Great t-shirts too!

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Chief Science Officer

Hydro Dynamics, Inc.Machinery, 1-10 employees

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Reliability and Availability

No score

No answers yet

No answers on this topic

Insightly 10.0

Based on 6 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.

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Jane Beisell PMP, CIA

Owner

Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees

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Performance

No score

No answers yet

No answers on this topic

Insightly 8.3

Based on 44 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.

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Douglas Psulkowski, P.E.

Project Manager

Henkels & McCoy, Inc.Construction, 5001-10,000 employees

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Support Rating

ARchitect 7.1

Based on 2 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

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Marketing Consultant

Marc Duke ConsultingMarketing and Advertising, 1-10 employees

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Insightly 8.1

Based on 35 answers

I have never given any other software support a 10, but Insightly has really done a great job over the 3 years we have been using it. They are quick to respond, don't ask stupid questions, don't bump you to others, and every issue has been resolved in very short order.

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Randie Frederick

Senior Vice President Property Management

Realty Capital Commercial Real Estate ServicesReal Estate, 11-50 employees

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Online Training

No score

No answers yet

No answers on this topic

Insightly 9.0

Based on 5 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

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Network Operation

Alcance Media GroupMarketing and Advertising, 11-50 employees

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Implementation Rating

No score

No answers yet

No answers on this topic

Insightly 8.6

Based on 57 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!

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Chief Information Officer

One Digital MediaInformation Technology and Services, 51-200 employees

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Alternatives Considered

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.

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Associate Director, Global Analyst Relations

CapgeminiInformation Technology and Services, 10,001+ employees

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Salesforce will always be the crown jewel of CRM tools. The robust features and ability to integrate with other tools makes it difficult to challenge. But you get what you pay for and Salesforce is incredibly expensive. That's why my company likes using Insightly because of the cost impact to our business. It's not nearly as pricey and we end up using most of the features available.

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Verified User

Project Manager in Corporate

Insurance Company, 201-500 employees

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Scalability

No score

No answers yet

No answers on this topic

Insightly 7.8

Based on 6 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.

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Vice President

Shadow Polymer Industries, IncMedical Devices, 11-50 employees

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Return on Investment

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.

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Global Lead: Industry Analyst Relations

UnisysInformation Technology and Services, 10,001+ employees

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The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.

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Chris Stephens, CTS

Integration Division Manager

Cory's Audio Visual Services, LLCBusiness Supplies and Equipment, 11-50 employees

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Screenshots

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See All (7) Insightly Screenshots

Pricing Details

General

Free Trial

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Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

ARchitect Editions & Modules

—

Additional Pricing Details

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General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

No

Insightly Editions & Modules

Edition

Marketing - Plus	$299¹
Marketing - Professional	$599¹
Marketing - Enterprise	$1,299¹
CRM - Plus	$29²
CRM - Professional	$49²
CRM - Enterprise	$99²

per month
per user/per month

Additional Pricing Details

All plans are billed annually.

Rating Summary

ARchitect

Insightly

ARchitect

Insightly

ARchitect

Insightly

ARchitect

Insightly

ARchitect

Insightly

ARchitect

Insightly

ARchitect

Insightly

ARchitect

Insightly

ARchitect

Insightly

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