Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Claritysoft
Score 6.5 out of 10
N/A
CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Insightly
Score 8.7 out of 10
N/A
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$0
per month Up to 2 users
Pricing
ClaritysoftInsightly
Editions & Modules
Claritysoft
$39.00
Per Month Per User
Free
$0
per month Up to 2 users
Plus
$29.00
Per User/Per Month (billed annually)
Professional
$49.00
Per User/Per Month (billed annually)
Enterprise
$99.00
Per User/Per Month (billed annually)
Offerings
Pricing Offerings
ClaritysoftInsightly
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Features
ClaritysoftInsightly
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Claritysoft
8.6
5 Ratings
11% above category average
Insightly
7.6
379 Ratings
1% below category average
Customer data management / contact management9.35 Ratings8.8365 Ratings
Workflow management9.14 Ratings8.2331 Ratings
Territory management8.24 Ratings7.357 Ratings
Opportunity management8.85 Ratings7.9332 Ratings
Integration with email client (e.g., Outlook or Gmail)8.55 Ratings7.9338 Ratings
Quote & order management7.55 Ratings6.652 Ratings
Interaction tracking9.05 Ratings7.4295 Ratings
Channel / partner relationship management8.24 Ratings7.724 Ratings
Contract management00 Ratings6.521 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Claritysoft
10.0
3 Ratings
28% above category average
Insightly
7.1
13 Ratings
6% below category average
Help desk management10.03 Ratings7.19 Ratings
Case management00 Ratings7.011 Ratings
Call center management00 Ratings7.28 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Claritysoft
8.8
4 Ratings
15% above category average
Insightly
7.6
296 Ratings
1% above category average
Lead management8.84 Ratings8.1282 Ratings
Email marketing8.84 Ratings7.2232 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Claritysoft
9.2
5 Ratings
19% above category average
Insightly
7.8
365 Ratings
3% above category average
Task management10.04 Ratings8.5356 Ratings
Billing and invoicing management9.03 Ratings6.039 Ratings
Reporting8.55 Ratings8.9302 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Claritysoft
9.4
5 Ratings
21% above category average
Insightly
8.0
326 Ratings
5% above category average
Forecasting9.14 Ratings7.092 Ratings
Pipeline visualization9.04 Ratings8.4304 Ratings
Customizable reports10.04 Ratings8.5291 Ratings
Customization
Comparison of Customization features of Product A and Product B
Claritysoft
8.8
5 Ratings
15% above category average
Insightly
8.2
326 Ratings
8% above category average
Custom fields8.75 Ratings9.2325 Ratings
Custom objects8.34 Ratings8.987 Ratings
API for custom integration9.44 Ratings8.0166 Ratings
Scripting environment00 Ratings6.86 Ratings
Security
Comparison of Security features of Product A and Product B
Claritysoft
9.0
5 Ratings
8% above category average
Insightly
8.0
278 Ratings
4% below category average
Single sign-on capability8.55 Ratings8.2248 Ratings
Role-based user permissions9.55 Ratings7.8182 Ratings
Platform
Comparison of Platform features of Product A and Product B
Claritysoft
6.5
4 Ratings
14% below category average
Insightly
8.7
299 Ratings
15% above category average
Mobile access6.54 Ratings8.7299 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Claritysoft
-
Ratings
Insightly
7.4
90 Ratings
2% above category average
Social data00 Ratings6.825 Ratings
Social engagement00 Ratings8.078 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Claritysoft
-
Ratings
Insightly
6.0
136 Ratings
17% below category average
Marketing automation00 Ratings6.8136 Ratings
Compensation management00 Ratings5.14 Ratings
Best Alternatives
ClaritysoftInsightly
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClaritysoftInsightly
Likelihood to Recommend
7.1
(5 ratings)
8.9
(398 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(32 ratings)
Usability
-
(0 ratings)
8.8
(134 ratings)
Availability
-
(0 ratings)
9.1
(5 ratings)
Performance
-
(0 ratings)
8.3
(24 ratings)
Support Rating
-
(0 ratings)
7.9
(33 ratings)
Online Training
-
(0 ratings)
9.1
(7 ratings)
Implementation Rating
-
(0 ratings)
7.4
(25 ratings)
Configurability
-
(0 ratings)
9.6
(17 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.1
(2 ratings)
Ease of integration
-
(0 ratings)
9.1
(10 ratings)
Product Scalability
-
(0 ratings)
9.1
(8 ratings)
Professional Services
-
(0 ratings)
10.0
(1 ratings)
Vendor post-sale
-
(0 ratings)
9.1
(2 ratings)
Vendor pre-sale
-
(0 ratings)
9.1
(2 ratings)
User Testimonials
ClaritysoftInsightly
Likelihood to Recommend
Claritysoft
Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Read full review
Insightly, Inc.
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
Read full review
Pros
Claritysoft
  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Read full review
Insightly, Inc.
  • Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
  • Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
  • Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
Read full review
Cons
Claritysoft
  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Read full review
Insightly, Inc.
  • There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
  • Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
  • Items such as Contacts and Organizations don't always link together.
Read full review
Likelihood to Renew
Claritysoft
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
Claritysoft
No answers on this topic
Insightly, Inc.
The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
Read full review
Reliability and Availability
Claritysoft
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
Claritysoft
No answers on this topic
Insightly, Inc.
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
Read full review
Support Rating
Claritysoft
No answers on this topic
Insightly, Inc.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
Read full review
Online Training
Claritysoft
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
Claritysoft
No answers on this topic
Insightly, Inc.
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
Read full review
Alternatives Considered
Claritysoft
Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Read full review
Insightly, Inc.
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
Read full review
Contract Terms and Pricing Model
Claritysoft
No answers on this topic
Insightly, Inc.
My boss handles this but I think it has been fine.
Read full review
Scalability
Claritysoft
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
Professional Services
Claritysoft
No answers on this topic
Insightly, Inc.
Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
Read full review
Return on Investment
Claritysoft
  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Read full review
Insightly, Inc.
  • We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
  • Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.
Read full review
ScreenShots

Insightly Screenshots

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of