What users are saying about
119 Ratings
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Top Rated
691 Ratings
119 Ratings
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Score 7.5 out of 100

Insightly

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Top Rated
691 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

Feature Set Ratings

    Project Management

    7.2

    Podio

    72%

    Insightly

    Feature Set Not Supported
    N/A
    Citrix Podio ranks higher in 14/14 features

    Task Management

    6.4
    64%
    24 Ratings
    N/A
    0 Ratings

    Resource Management

    8.5
    85%
    20 Ratings
    N/A
    0 Ratings

    Gantt Charts

    8.4
    84%
    8 Ratings
    N/A
    0 Ratings

    Scheduling

    5.3
    53%
    21 Ratings
    N/A
    0 Ratings

    Workflow Automation

    5.6
    56%
    25 Ratings
    N/A
    0 Ratings

    Team Collaboration

    6.2
    62%
    26 Ratings
    N/A
    0 Ratings

    Support for Agile Methodology

    5.9
    59%
    15 Ratings
    N/A
    0 Ratings

    Support for Waterfall Methodology

    9.4
    94%
    11 Ratings
    N/A
    0 Ratings

    Document Management

    5.1
    51%
    22 Ratings
    N/A
    0 Ratings

    Email integration

    8.9
    89%
    21 Ratings
    N/A
    0 Ratings

    Mobile Access

    8.9
    89%
    21 Ratings
    N/A
    0 Ratings

    Timesheet Tracking

    8.1
    81%
    13 Ratings
    N/A
    0 Ratings

    Change request and Case Management

    8.5
    85%
    18 Ratings
    N/A
    0 Ratings

    Budget and Expense Management

    5.3
    53%
    16 Ratings
    N/A
    0 Ratings

    Professional Services Automation

    7.8

    Podio

    78%

    Insightly

    Feature Set Not Supported
    N/A
    Citrix Podio ranks higher in 4/4 features

    Quotes/estimates

    5.6
    56%
    9 Ratings
    N/A
    0 Ratings

    Invoicing

    8.9
    89%
    9 Ratings
    N/A
    0 Ratings

    Project & financial reporting

    8.0
    80%
    9 Ratings
    N/A
    0 Ratings

    Integration with accounting software

    8.9
    89%
    6 Ratings
    N/A
    0 Ratings

    Sales Force Automation

    Podio

    Feature Set Not Supported
    N/A
    7.5

    Insightly

    75%
    Insightly ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    8.5
    85%
    315 Ratings

    Workflow management

    N/A
    0 Ratings
    8.0
    80%
    281 Ratings

    Territory management

    N/A
    0 Ratings
    7.7
    77%
    37 Ratings

    Opportunity management

    N/A
    0 Ratings
    8.1
    81%
    289 Ratings

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

    N/A
    0 Ratings
    7.0
    70%
    293 Ratings

    Contract management

    N/A
    0 Ratings
    6.5
    65%
    21 Ratings

    Quote & order management

    N/A
    0 Ratings
    6.5
    65%
    29 Ratings

    Interaction tracking

    N/A
    0 Ratings
    7.6
    76%
    258 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    7.7
    77%
    24 Ratings

    Customer Service & Support

    Podio

    Feature Set Not Supported
    N/A
    7.1

    Insightly

    71%
    Insightly ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    7.0
    70%
    11 Ratings

    Call center management

    N/A
    0 Ratings
    7.2
    72%
    8 Ratings

    Help desk management

    N/A
    0 Ratings
    7.1
    71%
    9 Ratings

    Marketing Automation

    Podio

    Feature Set Not Supported
    N/A
    7.5

    Insightly

    75%
    Insightly ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    7.5
    75%
    244 Ratings

    Email marketing

    N/A
    0 Ratings
    7.5
    75%
    195 Ratings

    CRM Project Management

    Podio

    Feature Set Not Supported
    N/A
    7.1

    Insightly

    71%
    Insightly ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    7.8
    78%
    301 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    6.0
    60%
    39 Ratings

    Reporting

    N/A
    0 Ratings
    7.4
    74%
    255 Ratings

    CRM Reporting & Analytics

    Podio

    Feature Set Not Supported
    N/A
    7.7

    Insightly

    77%
    Insightly ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    7.0
    70%
    92 Ratings

    Pipeline visualization

    N/A
    0 Ratings
    8.7
    87%
    251 Ratings

    Customizable reports

    N/A
    0 Ratings
    7.3
    73%
    242 Ratings

    Customization

    Podio

    Feature Set Not Supported
    N/A
    7.8

    Insightly

    78%
    Insightly ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    8.8
    88%
    273 Ratings

    Custom objects

    N/A
    0 Ratings
    8.1
    81%
    40 Ratings

    Scripting environment

    N/A
    0 Ratings
    6.8
    68%
    6 Ratings

    API for custom integration

    N/A
    0 Ratings
    7.7
    77%
    130 Ratings

    Security

    Podio

    Feature Set Not Supported
    N/A
    8.2

    Insightly

    82%
    Insightly ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    8.1
    81%
    211 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    8.3
    83%
    142 Ratings

    Social CRM

    Podio

    Feature Set Not Supported
    N/A
    7.4

    Insightly

    74%
    Insightly ranks higher in 2/2 features

    Social data

    N/A
    0 Ratings
    6.8
    68%
    25 Ratings

    Social engagement

    N/A
    0 Ratings
    8.0
    80%
    78 Ratings

    Integrations with 3rd-party Software

    Podio

    Feature Set Not Supported
    N/A
    6.2

    Insightly

    62%
    Insightly ranks higher in 2/2 features

    Marketing automation

    N/A
    0 Ratings
    7.3
    73%
    105 Ratings

    Compensation management

    N/A
    0 Ratings
    5.1
    51%
    4 Ratings

    Platform

    Podio

    Feature Set Not Supported
    N/A
    8.1

    Insightly

    81%
    Insightly ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    8.1
    81%
    267 Ratings

    Attribute Ratings

    • Citrix Podio is rated higher in 1 area: Likelihood to Renew
    • Insightly is rated higher in 9 areas: Likelihood to Recommend, Usability, Availability, Performance, Support Rating, Implementation Rating, Ease of integration, Vendor post-sale, Vendor pre-sale
    • Citrix Podio and Insightly are tied in 2 areas: Configurability, Product Scalability

    Likelihood to Recommend

    6.0

    Podio

    60%
    42 Ratings
    8.3

    Insightly

    83%
    340 Ratings

    Likelihood to Renew

    9.1

    Podio

    91%
    17 Ratings
    8.8

    Insightly

    88%
    28 Ratings

    Usability

    6.0

    Podio

    60%
    2 Ratings
    8.3

    Insightly

    83%
    75 Ratings

    Availability

    8.0

    Podio

    80%
    8 Ratings
    10.0

    Insightly

    100%
    7 Ratings

    Performance

    8.0

    Podio

    80%
    4 Ratings
    10.0

    Insightly

    100%
    45 Ratings

    Support Rating

    7.0

    Podio

    70%
    10 Ratings
    8.1

    Insightly

    81%
    44 Ratings

    Online Training

    Podio

    N/A
    0 Ratings
    10.0

    Insightly

    100%
    6 Ratings

    Implementation Rating

    7.0

    Podio

    70%
    2 Ratings
    10.0

    Insightly

    100%
    59 Ratings

    Configurability

    7.0

    Podio

    70%
    1 Rating
    7.0

    Insightly

    70%
    16 Ratings

    Contract Terms and Pricing Model

    Podio

    N/A
    0 Ratings
    10.0

    Insightly

    100%
    1 Rating

    Ease of integration

    8.0

    Podio

    80%
    1 Rating
    10.0

    Insightly

    100%
    9 Ratings

    Product Scalability

    10.0

    Podio

    100%
    2 Ratings
    10.0

    Insightly

    100%
    7 Ratings

    Vendor post-sale

    8.0

    Podio

    80%
    1 Rating
    10.0

    Insightly

    100%
    1 Rating

    Vendor pre-sale

    7.0

    Podio

    70%
    1 Rating
    10.0

    Insightly

    100%
    1 Rating

    Likelihood to Recommend

    Citrix

    [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.
    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

    Citrix

    • 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.
    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

    Citrix

    • 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)
    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

    Podio

    Starting Price

    $9 per month

    Editions & Modules

    Podio 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

      A discount is available for annual pricing.

      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

      Citrix

      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
      Read full review

      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

      Citrix

      It is usable, for sure. Requires a bit of thinking to be really useful.
      Read full review

      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

      Citrix

      I have not experienced any down time
      Read full review

      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

      Citrix

      It works all the time and if I have a question, support get back to me ASAP
      Read full review

      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

      Citrix

      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.
      Read full review

      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

      Citrix

      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

      Citrix

      Could of got more help sooner and mapped out structure after the 1st month. Future planning
      Read full review

      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

      Citrix

      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).
      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

      Citrix

      As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform
      Read full review

      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

      Citrix

      • 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.
      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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