What users are saying about
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Top Rated
690 Ratings
8 Ratings
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Score 8.8 out of 100

Insightly

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Top Rated
690 Ratings
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Score 7.8 out of 100

Feature Set Ratings

  • Bitochon Sales CRM Portal ranks higher in 10 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform

Sales Force Automation

8.9

Bitochon Sales CRM Portal

89%
7.4

Insightly

74%
Bitochon Sales CRM Portal ranks higher in 9/9 features

Customer data management / contact management

10.0
100%
1 Rating
8.5
85%
314 Ratings

Workflow management

9.0
90%
1 Rating
7.9
79%
280 Ratings

Territory management

9.0
90%
1 Rating
7.7
77%
36 Ratings

Opportunity management

10.0
100%
1 Rating
8.1
81%
288 Ratings

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

8.0
80%
1 Rating
6.8
68%
292 Ratings

Contract management

8.0
80%
1 Rating
6.5
65%
21 Ratings

Quote & order management

8.0
80%
1 Rating
6.2
62%
28 Ratings

Interaction tracking

10.0
100%
1 Rating
7.6
76%
257 Ratings

Channel / partner relationship management

8.0
80%
1 Rating
7.7
77%
24 Ratings

Customer Service & Support

9.0

Bitochon Sales CRM Portal

90%
7.1

Insightly

71%
Bitochon Sales CRM Portal ranks higher in 3/3 features

Case management

9.0
90%
1 Rating
7.0
70%
11 Ratings

Call center management

9.0
90%
1 Rating
7.2
72%
8 Ratings

Help desk management

9.0
90%
1 Rating
7.1
71%
9 Ratings

Marketing Automation

9.0

Bitochon Sales CRM Portal

90%
7.3

Insightly

73%
Bitochon Sales CRM Portal ranks higher in 2/2 features

Lead management

10.0
100%
1 Rating
7.3
73%
243 Ratings

Email marketing

8.0
80%
1 Rating
7.3
73%
194 Ratings

CRM Project Management

9.3

Bitochon Sales CRM Portal

93%
7.0

Insightly

70%
Bitochon Sales CRM Portal ranks higher in 3/3 features

Task management

9.0
90%
1 Rating
7.8
78%
300 Ratings

Billing and invoicing management

9.0
90%
1 Rating
6.0
60%
39 Ratings

Reporting

10.0
100%
1 Rating
7.3
73%
254 Ratings

CRM Reporting & Analytics

9.0

Bitochon Sales CRM Portal

90%
7.6

Insightly

76%
Bitochon Sales CRM Portal ranks higher in 3/3 features

Forecasting

8.0
80%
1 Rating
7.0
70%
92 Ratings

Pipeline visualization

10.0
100%
1 Rating
8.6
86%
250 Ratings

Customizable reports

9.0
90%
1 Rating
7.3
73%
241 Ratings

Customization

8.8

Bitochon Sales CRM Portal

88%
7.8

Insightly

78%
Bitochon Sales CRM Portal ranks higher in 3/4 features

Custom fields

9.0
90%
1 Rating
8.8
88%
272 Ratings

Custom objects

8.0
80%
1 Rating
8.1
81%
39 Ratings

Scripting environment

9.0
90%
1 Rating
6.8
68%
6 Ratings

API for custom integration

9.0
90%
1 Rating
7.6
76%
129 Ratings

Security

9.0

Bitochon Sales CRM Portal

90%
8.3

Insightly

83%
Bitochon Sales CRM Portal ranks higher in 2/2 features

Single sign-on capability

9.0
90%
1 Rating
8.1
81%
210 Ratings

Role-based user permissions

9.0
90%
1 Rating
8.4
84%
141 Ratings

Social CRM

8.5

Bitochon Sales CRM Portal

85%
7.4

Insightly

74%
Bitochon Sales CRM Portal ranks higher in 2/2 features

Social data

9.0
90%
1 Rating
6.8
68%
25 Ratings

Social engagement

8.0
80%
1 Rating
8.0
80%
78 Ratings

Integrations with 3rd-party Software

9.0

Bitochon Sales CRM Portal

90%
6.2

Insightly

62%
Bitochon Sales CRM Portal ranks higher in 2/2 features

Marketing automation

9.0
90%
1 Rating
7.2
72%
104 Ratings

Compensation management

9.0
90%
1 Rating
5.1
51%
4 Ratings

Platform

10.0

Bitochon Sales CRM Portal

100%
8.0

Insightly

80%
Bitochon Sales CRM Portal ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
8.0
80%
266 Ratings

Attribute Ratings

  • Insightly is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.0

Bitochon Sales CRM Portal

70%
1 Rating
8.2

Insightly

82%
339 Ratings

Likelihood to Renew

Bitochon Sales CRM Portal

N/A
0 Ratings
8.8

Insightly

88%
28 Ratings

Usability

Bitochon Sales CRM Portal

N/A
0 Ratings
8.3

Insightly

83%
74 Ratings

Availability

Bitochon Sales CRM Portal

N/A
0 Ratings
10.0

Insightly

100%
7 Ratings

Performance

Bitochon Sales CRM Portal

N/A
0 Ratings
10.0

Insightly

100%
45 Ratings

Support Rating

Bitochon Sales CRM Portal

N/A
0 Ratings
8.1

Insightly

81%
44 Ratings

Online Training

Bitochon Sales CRM Portal

N/A
0 Ratings
10.0

Insightly

100%
6 Ratings

Implementation Rating

Bitochon Sales CRM Portal

N/A
0 Ratings
10.0

Insightly

100%
59 Ratings

Configurability

Bitochon Sales CRM Portal

N/A
0 Ratings
7.0

Insightly

70%
16 Ratings

Contract Terms and Pricing Model

Bitochon Sales CRM Portal

N/A
0 Ratings
10.0

Insightly

100%
1 Rating

Ease of integration

Bitochon Sales CRM Portal

N/A
0 Ratings
10.0

Insightly

100%
9 Ratings

Product Scalability

Bitochon Sales CRM Portal

N/A
0 Ratings
10.0

Insightly

100%
7 Ratings

Vendor post-sale

Bitochon Sales CRM Portal

N/A
0 Ratings
10.0

Insightly

100%
1 Rating

Vendor pre-sale

Bitochon Sales CRM Portal

N/A
0 Ratings
10.0

Insightly

100%
1 Rating

Likelihood to Recommend

Bitochon Technologies

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.
Read full review

Insightly, Inc.

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.
Read full review

Pros

Bitochon Technologies

  • 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.
Read full review

Insightly, Inc.

  • 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
Read full review

Cons

Bitochon Technologies

  • 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
Read full review

Insightly, Inc.

  • 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.
Read full review

Pricing Details

Bitochon Sales CRM Portal

Starting Price

$0

Editions & Modules

Bitochon Sales CRM Portal editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Insightly

    Starting Price

    $0 per month Up to 2 users

    Editions & Modules

    Insightly editions and modules pricing
    EditionModules
    Plus$29.001
    Professional$49.002
    Enterprise$99.003
    Free04

    Footnotes

    1. Per User/Per Month (billed annually)
    2. Per User/Per Month (billed annually)
    3. Per User/Per Month (billed annually)
    4. per month Up to 2 users

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Pricing Info

    Likelihood to Renew

    Bitochon Technologies

    No answers on this topic

    Insightly, Inc.

    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
    Read full review

    Usability

    Bitochon Technologies

    No answers on this topic

    Insightly, Inc.

    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.
    Read full review

    Reliability and Availability

    Bitochon Technologies

    No answers on this topic

    Insightly, Inc.

    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.
    Read full review

    Performance

    Bitochon Technologies

    No answers on this topic

    Insightly, Inc.

    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.
    Read full review

    Support Rating

    Bitochon Technologies

    No answers on this topic

    Insightly, Inc.

    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.
    Read full review

    Online Training

    Bitochon Technologies

    No answers on this topic

    Insightly, Inc.

    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
    Read full review

    Implementation Rating

    Bitochon Technologies

    No answers on this topic

    Insightly, Inc.

    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!
    Read full review

    Alternatives Considered

    Bitochon Technologies

    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.
    Read full review

    Insightly, Inc.

    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.
    Read full review

    Scalability

    Bitochon Technologies

    No answers on this topic

    Insightly, Inc.

    (+) 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.
    Read full review

    Return on Investment

    Bitochon Technologies

    • 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
    Read full review

    Insightly, Inc.

    • 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.
    Read full review

    Screenshots

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