What users are saying about
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Top Rated
1015 Ratings
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Top Rated
593 Ratings

Asana

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Top Rated
1015 Ratings
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Score 8.4 out of 101

Insightly

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Top Rated
593 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 out of 101

Likelihood to Recommend

Asana

If you are working with a cross-functional team with multiple projects on the go regularly, Asana is a lifesaver. Everything can be shared in one place. Delegation is a breeze. Communication happens in real-time.If you and your employees all have unchanging duties daily, this probably isn't something you need in your organization. You could adapt it and use it as a "checklist software" but I wouldn't see much value in paying for it if you won't use it to manage projects.
Adam Lumley profile photo

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. profile photo

Feature Rating Comparison

Project Management

Asana
7.8
Insightly
Task Management
Asana
9.3
Insightly
Resource Management
Asana
7.5
Insightly
Gantt Charts
Asana
6.5
Insightly
Scheduling
Asana
8.3
Insightly
Workflow Automation
Asana
7.7
Insightly
Team Collaboration
Asana
9.0
Insightly
Support for Agile Methodology
Asana
8.5
Insightly
Support for Waterfall Methodology
Asana
8.5
Insightly
Document Management
Asana
7.4
Insightly
Email integration
Asana
7.5
Insightly
Mobile Access
Asana
8.0
Insightly
Timesheet Tracking
Asana
6.1
Insightly
Change request and Case Management
Asana
8.4
Insightly
Budget and Expense Management
Asana
6.9
Insightly

Professional Services Automation

Asana
6.8
Insightly
Project & financial reporting
Asana
5.5
Insightly
Integration with accounting software
Asana
8.2
Insightly

Sales Force Automation

Asana
Insightly
7.7
Customer data management / contact management
Asana
Insightly
8.6
Workflow management
Asana
Insightly
7.7
Territory management
Asana
Insightly
7.8
Opportunity management
Asana
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Asana
Insightly
7.9
Contract management
Asana
Insightly
6.5
Quote & order management
Asana
Insightly
7.5
Interaction tracking
Asana
Insightly
7.7
Channel / partner relationship management
Asana
Insightly
7.7

Customer Service & Support

Asana
Insightly
7.1
Case management
Asana
Insightly
7.0
Call center management
Asana
Insightly
7.2
Help desk management
Asana
Insightly
7.1

Marketing Automation

Asana
Insightly
7.8
Lead management
Asana
Insightly
7.9
Email marketing
Asana
Insightly
7.7

CRM Project Management

Asana
Insightly
7.0
Task management
Asana
Insightly
7.9
Billing and invoicing management
Asana
Insightly
5.7
Reporting
Asana
Insightly
7.5

CRM Reporting & Analytics

Asana
Insightly
7.4
Forecasting
Asana
Insightly
6.9
Pipeline visualization
Asana
Insightly
7.5
Customizable reports
Asana
Insightly
7.6

Customization

Asana
Insightly
7.8
Custom fields
Asana
Insightly
7.9
Custom objects
Asana
Insightly
8.7
Scripting environment
Asana
Insightly
6.8
API for custom integration
Asana
Insightly
8.0

Security

Asana
Insightly
8.1
Single sign-on capability
Asana
Insightly
8.2
Role-based user permissions
Asana
Insightly
8.1

Social CRM

Asana
Insightly
7.3
Social data
Asana
Insightly
6.8
Social engagement
Asana
Insightly
7.8

Integrations with 3rd-party Software

Asana
Insightly
6.2
Marketing automation
Asana
Insightly
7.3
Compensation management
Asana
Insightly
5.1

Platform

Asana
Insightly
7.7
Mobile access
Asana
Insightly
7.7

Pros

Asana

  • The best tools of Asana are found once we start a project, since the calendar that is integrated into our mail is super easy to use and we use it as a small agenda.
  • The management of projects is incredible, the monitoring provided is one of the best in its category, since it facilitates group work.
  • The creation and assignment of tasks, notifications and that each person can enter to work no matter where it is since it has a good mobile and web interface.
Jeniriana Rodriguez profile photo

Insightly

  • Within GMAIL - the sidebar is an amazing tool and has so much potential!
  • Within GMAIL - so save into Insightly and link is very very helpful
  • Insightly's search is very good
  • Being able to tag the contact is helpful
  • The corroboration with Mailchimp is awesome
Joanne Grams profile photo

Cons

Asana

  • I wish it implemented easier with Outlook or Gmail. I would like for it to be easier to send tasks from email to Asana.
  • I think there's room for improvement in terms of how easy it is to make new Section Headers for tasks and lists.
  • I'd like for more aspects of the interface to be customizable.
Debbie Gillum profile photo

Insightly

  • Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
  • I am a Microsoft product user and would like better integration with those products.
  • Would be nice to have templates for different business types.
Tommy L. Chambers profile photo

Likelihood to Renew

Asana

Asana 9.8
Based on 33 answers
Asana is adding more useful features and it makes the work of their entire team more organized and more efficient. It really helps us in achieving greater achievements as a team. It helps us to earn more revenue since we have more satisfied clients, simply because we are able to finish their project on time or even before the due date.
Brent Lionel Mausisa profile photo

Insightly

Insightly 9.0
Based on 18 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 profile photo

Usability

Asana

Asana 9.0
Based on 23 answers
Asana is very easy to use, you don't need to read any guide to understand how to use it. Works well on almost any device and navigator and the interface is friendly to everyone. Creating a task is easy, following them is also easy and the comments between people involved in the tasks are public, so anyone can follow the task if the employee assigned is not available at a specific moment.
María Lucía Santagata profile photo

Insightly

Insightly 8.6
Based on 47 answers
Very easy to use once you understand the functions. I am sure there are still features I am not using correctly or to their intended potential. But with trial and error we have learned to use the site and it works very well for us on a day to day basis.
Julie Webster profile photo

Reliability and Availability

Asana

Asana 8.4
Based on 2 answers
Working with Asana on a daily basis
Ronen Soreq profile photo

Insightly

Insightly 10.0
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

Asana

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 22 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. profile photo

Support

Asana

Asana 7.9
Based on 39 answers
The major reason to rate 9 ton asana are:1. Customer support is very good and fast.2. The e - mail reply to the user is within 24 hours and to efficiently handle query each issue allocated with a unique id number. 3. The cost is under budget not so high, but provide a lot of advantages
JATIN GUPTA profile photo

Insightly

Insightly 2.0
Based on 14 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.
Randie Frederick profile photo

Online Training

Asana

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
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

Asana

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
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

Asana

There were a combination of factors that led us to decide on Asana, including ease of use and external system integrations, but primarily we could use it across geographically distributed offices successfully and incorporate a variety of end user work flows based on global geography, team constitution, and market focus
Kirk Brote profile photo

Insightly

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak profile photo

Scalability

Asana

Asana 8.2
Based on 1 answer
I used this tool on a daily basis at work and it runs as a solid rock
Ronen Soreq profile photo

Insightly

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.
Phil Cashen profile photo

Return on Investment

Asana

  • We went from disorganized to having our processes fully documented. This allows for projects to be duplicated and started faster, increasing my margins.
  • Less opportunity for missed tasks or confusion.
  • Progress checking always available and easy to use (for our clients)
Barbara Carneiro profile photo

Insightly

  • 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.
Chris Stephens, CTS profile photo

Pricing Details

Asana

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
Optional
8.33*

* per user per month

Insightly

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

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