What users are saying about
104 Ratings
Top Rated
626 Ratings
104 Ratings
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Score 8 out of 100
Top Rated
626 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

Podio

[Citrix Podios's] customer support is very quick and they provide you an option to convert your
project into small tasks so that you can better assist your team and extract
maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
Gill Riskoff | TrustRadius Reviewer

Insightly

It provides real-time updates on the campaigns and projects that are carried out within this platform. It is simple to use, but I recommend it for small projects because it lacks certain tools that would define it as a professional CRM tool.
Stella Olsson | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Podio
8.4
Insightly
Task Management
Podio
9.7
Insightly
Resource Management
Podio
7.1
Insightly
Gantt Charts
Podio
7.1
Insightly
Scheduling
Podio
6.3
Insightly
Workflow Automation
Podio
8.1
Insightly
Team Collaboration
Podio
9.8
Insightly
Support for Agile Methodology
Podio
9.2
Insightly
Support for Waterfall Methodology
Podio
8.3
Insightly
Document Management
Podio
8.6
Insightly
Email integration
Podio
9.2
Insightly
Mobile Access
Podio
8.2
Insightly
Timesheet Tracking
Podio
8.2
Insightly
Change request and Case Management
Podio
8.5
Insightly
Budget and Expense Management
Podio
9.4
Insightly

Professional Services Automation

Podio
8.8
Insightly
Quotes/estimates
Podio
8.8
Insightly
Invoicing
Podio
8.7
Insightly
Project & financial reporting
Podio
8.3
Insightly
Integration with accounting software
Podio
9.2
Insightly

Sales Force Automation

Podio
Insightly
8.0
Customer data management / contact management
Podio
Insightly
8.8
Workflow management
Podio
Insightly
7.8
Territory management
Podio
Insightly
7.8
Opportunity management
Podio
Insightly
8.2
Integration with email client (e.g., Outlook or Gmail)
Podio
Insightly
8.5
Contract management
Podio
Insightly
6.5
Quote & order management
Podio
Insightly
8.5
Interaction tracking
Podio
Insightly
8.2
Channel / partner relationship management
Podio
Insightly
7.7

Customer Service & Support

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

Marketing Automation

Podio
Insightly
7.7
Lead management
Podio
Insightly
8.0
Email marketing
Podio
Insightly
7.4

CRM Project Management

Podio
Insightly
7.2
Task management
Podio
Insightly
7.7
Billing and invoicing management
Podio
Insightly
6.0
Reporting
Podio
Insightly
8.0

CRM Reporting & Analytics

Podio
Insightly
7.4
Forecasting
Podio
Insightly
7.0
Pipeline visualization
Podio
Insightly
7.9
Customizable reports
Podio
Insightly
7.3

Customization

Podio
Insightly
7.2
Custom fields
Podio
Insightly
7.6
Custom objects
Podio
Insightly
7.4
Scripting environment
Podio
Insightly
6.8
API for custom integration
Podio
Insightly
6.8

Security

Podio
Insightly
8.7
Single sign-on capability
Podio
Insightly
9.1
Role-based user permissions
Podio
Insightly
8.4

Social CRM

Podio
Insightly
7.4
Social data
Podio
Insightly
6.8
Social engagement
Podio
Insightly
8.0

Integrations with 3rd-party Software

Podio
Insightly
6.1
Marketing automation
Podio
Insightly
7.1
Compensation management
Podio
Insightly
5.1

Platform

Podio
Insightly
7.3
Mobile access
Podio
Insightly
7.3

Pros

Podio

  • Very easy for people without coding or technical skills to set up and maintain information in "Apps".
  • Platform is very easy to learn and adopt--it's intuitive.
  • Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
  • Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
  • Very useful for information sharing when staff members are in different regions or places.
Amy Smoucha | TrustRadius Reviewer

Insightly

  • Insightly competes extremely well cost-wise with almost all other CRMs with similar capabilities that are out there.
  • The customer service portal contains a lot of helpful information that is fairly easy to search and navigate. When at a loss, contacting a real person for help via email is easy.
  • The contact and organization records are easy to search and download. Duplicates are fairly easy to merge.
Anonymous | TrustRadius Reviewer

Cons

Podio

  • More filter options for calendars.
  • Customizable views for Relation fields.
  • Full featured Podio mobile App for iPad.
  • A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
Jan Florian Maas | TrustRadius Reviewer

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 | TrustRadius Reviewer

Likelihood to Renew

Podio

Podio 9.1
Based on 17 answers
Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better
Nando Cabán-Méndez | TrustRadius Reviewer

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 | TrustRadius Reviewer

Usability

Podio

Podio 6.0
Based on 2 answers
It is usable, for sure. Requires a bit of thinking to be really useful.
Anonymous | TrustRadius Reviewer

Insightly

Insightly 10.0
Based on 49 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 | TrustRadius Reviewer

Reliability and Availability

Podio

Podio 8.0
Based on 4 answers
I have not experienced any down time
Anonymous | TrustRadius Reviewer

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

Podio

Podio 8.0
Based on 2 answers
It works all the time and if I have a question, support get back to me ASAP
Anonymous | TrustRadius Reviewer

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

Podio

Podio 7.2
Based on 6 answers
Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.
Anonymous | TrustRadius Reviewer

Insightly

Insightly 5.8
Based on 30 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

Podio

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

Podio

Podio 7.0
Based on 1 answer
Could of got more help sooner and mapped out structure after the 1st month. Future planning
Anonymous | TrustRadius Reviewer

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

Podio

Compared to Salesforce: Podio is not as robust as a tool for CRM tracking. It also doesn't have the in-email capabilities that SF offers. Compared to Basecamp: Podio is somewhat similar to Basecamp but doesn't offer the same functionality with checking items off and archiving projects.Compared to Zoho Projects: Podio is vastly superior to Zoho Project's lack of flexibility (requiring a development team to build) and accessibility by all members (Zoho Projects requires a very limited number of "owners" of projects which makes it difficult if multiple owners need to assign one or more people to a project).
Anonymous | 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

Podio

Podio 10.0
Based on 2 answers
As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform
Anonymous | TrustRadius Reviewer

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

Podio

  • Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
  • Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
  • Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.
Keller Baum | 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

Podio

General

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

Podio 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

Insightly Editions & Modules

Edition
Marketing - Plus$2991
Marketing - Professional$5991
Marketing - Enterprise$1,2991
CRM - Plus$292
CRM - Professional$492
CRM - Enterprise$992
  1. per month
  2. per user/per month
Additional Pricing Details
All plans are billed annually.

Rating Summary

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