What users are saying about
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
639 Ratings
4 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

Insightly

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
639 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Likelihood to Recommend

Bitochon Sales CRM Portal

It is really suitable in case of enterprise sales as it helps reduce wastage and makes the process lean, it emulates the quality of the prerequisites of an ideal CRM and does it really well, it also helps in reducing the extent of work for the entire sales channel, easy to integrate with other dashboard panels, not ideal for a highly data based model as duplicacy is a big factor.
Prashant Choudhary | TrustRadius Reviewer

Insightly

Of course. They have both CRM and Marketing modules. We use the CRM module only and it does make me believe that their app is well-suited for organisations / teams of different sizes, as the contact management and email management are the features which are most helpful for us in sending out emails whenever an AML case due date comes in.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Bitochon Sales CRM Portal
8.9
Insightly
8.1
Customer data management / contact management
Bitochon Sales CRM Portal
10.0
Insightly
8.7
Workflow management
Bitochon Sales CRM Portal
9.0
Insightly
8.4
Territory management
Bitochon Sales CRM Portal
9.0
Insightly
8.4
Opportunity management
Bitochon Sales CRM Portal
10.0
Insightly
8.1
Integration with email client (e.g., Outlook or Gmail)
Bitochon Sales CRM Portal
8.0
Insightly
8.5
Contract management
Bitochon Sales CRM Portal
8.0
Insightly
6.5
Quote & order management
Bitochon Sales CRM Portal
8.0
Insightly
8.4
Interaction tracking
Bitochon Sales CRM Portal
10.0
Insightly
8.6
Channel / partner relationship management
Bitochon Sales CRM Portal
8.0
Insightly
7.7

Customer Service & Support

Bitochon Sales CRM Portal
9.0
Insightly
7.1
Case management
Bitochon Sales CRM Portal
9.0
Insightly
7.0
Call center management
Bitochon Sales CRM Portal
9.0
Insightly
7.2
Help desk management
Bitochon Sales CRM Portal
9.0
Insightly
7.1

Marketing Automation

Bitochon Sales CRM Portal
9.0
Insightly
8.0
Lead management
Bitochon Sales CRM Portal
10.0
Insightly
8.3
Email marketing
Bitochon Sales CRM Portal
8.0
Insightly
7.8

CRM Project Management

Bitochon Sales CRM Portal
9.3
Insightly
7.6
Task management
Bitochon Sales CRM Portal
9.0
Insightly
8.2
Billing and invoicing management
Bitochon Sales CRM Portal
9.0
Insightly
6.0
Reporting
Bitochon Sales CRM Portal
10.0
Insightly
8.5

CRM Reporting & Analytics

Bitochon Sales CRM Portal
9.0
Insightly
7.8
Forecasting
Bitochon Sales CRM Portal
8.0
Insightly
7.0
Pipeline visualization
Bitochon Sales CRM Portal
10.0
Insightly
8.2
Customizable reports
Bitochon Sales CRM Portal
9.0
Insightly
8.1

Customization

Bitochon Sales CRM Portal
8.8
Insightly
7.4
Custom fields
Bitochon Sales CRM Portal
9.0
Insightly
7.9
Custom objects
Bitochon Sales CRM Portal
8.0
Insightly
7.6
Scripting environment
Bitochon Sales CRM Portal
9.0
Insightly
6.8
API for custom integration
Bitochon Sales CRM Portal
9.0
Insightly
7.1

Security

Bitochon Sales CRM Portal
9.0
Insightly
8.7
Single sign-on capability
Bitochon Sales CRM Portal
9.0
Insightly
8.9
Role-based user permissions
Bitochon Sales CRM Portal
9.0
Insightly
8.4

Social CRM

Bitochon Sales CRM Portal
8.5
Insightly
7.4
Social data
Bitochon Sales CRM Portal
9.0
Insightly
6.8
Social engagement
Bitochon Sales CRM Portal
8.0
Insightly
8.0

Integrations with 3rd-party Software

Bitochon Sales CRM Portal
9.0
Insightly
6.4
Marketing automation
Bitochon Sales CRM Portal
9.0
Insightly
7.7
Compensation management
Bitochon Sales CRM Portal
9.0
Insightly
5.1

Platform

Bitochon Sales CRM Portal
10.0
Insightly
8.1
Mobile access
Bitochon Sales CRM Portal
10.0
Insightly
8.1

Pros

Bitochon Sales CRM Portal

  • Manage Leads, Client Conversions, Touch up points and all other order data.
  • Integration with other platforms such as Vinculum etc provides ease of work.
  • Ease of Analysis of performance and matching of targets.
Prashant Choudhary | TrustRadius Reviewer

Insightly

  • 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.
Michael Guth | TrustRadius Reviewer

Cons

Bitochon Sales CRM Portal

  • Has a bit of redundancy and data duplicity problems, different employees can make duplicate entries for same clients
  • Sometimes non-responsive glitches appear
  • Different users see different data for same clients sometimes
Prashant Choudhary | TrustRadius Reviewer

Insightly

  • 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.
Stella Olsson | TrustRadius Reviewer

Likelihood to Renew

Bitochon Sales CRM Portal

No score
No answers yet
No answers on this topic

Insightly

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
Vanessa Johnson | TrustRadius Reviewer

Usability

Bitochon Sales CRM Portal

No score
No answers yet
No answers on this topic

Insightly

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!
Doug Mancosky | TrustRadius Reviewer

Reliability and Availability

Bitochon Sales CRM Portal

No score
No answers yet
No answers on this topic

Insightly

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.
Jane Beisell PMP, CIA | TrustRadius Reviewer

Performance

Bitochon Sales CRM Portal

No score
No answers yet
No answers on this topic

Insightly

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.
Douglas Psulkowski, P.E. | TrustRadius Reviewer

Support Rating

Bitochon Sales CRM Portal

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.2
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.
Randie Frederick | TrustRadius Reviewer

Online Training

Bitochon Sales CRM Portal

No score
No answers yet
No answers on this topic

Insightly

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
Eduardo Reyes | TrustRadius Reviewer

Implementation Rating

Bitochon Sales CRM Portal

No score
No answers yet
No answers on this topic

Insightly

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!
Jeremy Grant | TrustRadius Reviewer

Alternatives Considered

Bitochon Sales CRM Portal

Bitochon stacks up almost equally with zoho in most of the applications and functions for the sales team although zoho has better dashboard management and ease of analytics as compared to bitochon but bitochon stacks up easily as the better one in terms of api integration and ease of operation.
Prashant Choudhary | TrustRadius Reviewer

Insightly

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.
Anonymous | TrustRadius Reviewer

Scalability

Bitochon Sales CRM Portal

No score
No answers yet
No answers on this topic

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 | TrustRadius Reviewer

Return on Investment

Bitochon Sales CRM Portal

  • Has really improved the productivity of the entire sales channel and operations team
  • Ease for accounts and other software integration
  • Improves overall interconnectivity of all departments
Prashant Choudhary | TrustRadius Reviewer

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 | TrustRadius Reviewer

Screenshots

Pricing Details

Bitochon Sales CRM Portal

General

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

Bitochon Sales CRM Portal Editions & Modules

Additional Pricing Details

Insightly

General

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

Insightly Editions & Modules

Edition
Plus$29.001
Professional$49.001
Enterprise$99.001
  1. Per User/Per Month (billed annually)
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Bitochon Sales CRM Portal
7.0
Insightly
8.2

Likelihood to Renew

Bitochon Sales CRM Portal
Insightly
4.0

Usability

Bitochon Sales CRM Portal
Insightly
8.8

Reliability and Availability

Bitochon Sales CRM Portal
Insightly
10.0

Performance

Bitochon Sales CRM Portal
Insightly
8.3

Support Rating

Bitochon Sales CRM Portal
Insightly
8.2

Online Training

Bitochon Sales CRM Portal
Insightly
9.0

Implementation Rating

Bitochon Sales CRM Portal
Insightly
8.6

Scalability

Bitochon Sales CRM Portal
Insightly
7.8

Add comparison