What users are saying about
13 Ratings
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Top Rated
690 Ratings
13 Ratings
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Score 6.2 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

  • Claritysoft ranks higher in 7 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security
  • Insightly ranks higher in 1 feature set: Platform

Sales Force Automation

8.6

Claritysoft

86%
7.4

Insightly

74%
Claritysoft ranks higher in 8/9 features

Customer data management / contact management

9.3
93%
5 Ratings
8.5
85%
314 Ratings

Workflow management

9.1
91%
4 Ratings
7.9
79%
280 Ratings

Territory management

8.2
82%
4 Ratings
7.7
77%
36 Ratings

Opportunity management

8.8
88%
5 Ratings
8.1
81%
288 Ratings

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

8.5
85%
5 Ratings
6.8
68%
292 Ratings

Quote & order management

7.5
75%
5 Ratings
6.2
62%
28 Ratings

Interaction tracking

9.0
90%
5 Ratings
7.6
76%
257 Ratings

Channel / partner relationship management

8.2
82%
4 Ratings
7.7
77%
24 Ratings

Contract management

N/A
0 Ratings
6.5
65%
21 Ratings

Customer Service & Support

10.0

Claritysoft

100%
7.1

Insightly

71%
Insightly ranks higher in 2/3 features

Help desk management

10.0
100%
3 Ratings
7.1
71%
9 Ratings

Case management

N/A
0 Ratings
7.0
70%
11 Ratings

Call center management

N/A
0 Ratings
7.2
72%
8 Ratings

Marketing Automation

8.8

Claritysoft

88%
7.3

Insightly

73%
Claritysoft ranks higher in 2/2 features

Lead management

8.8
88%
4 Ratings
7.3
73%
243 Ratings

Email marketing

8.8
88%
4 Ratings
7.3
73%
194 Ratings

CRM Project Management

9.2

Claritysoft

92%
7.0

Insightly

70%
Claritysoft ranks higher in 3/3 features

Task management

10.0
100%
4 Ratings
7.8
78%
300 Ratings

Billing and invoicing management

9.0
90%
3 Ratings
6.0
60%
39 Ratings

Reporting

8.5
85%
5 Ratings
7.3
73%
254 Ratings

CRM Reporting & Analytics

9.4

Claritysoft

94%
7.6

Insightly

76%
Claritysoft ranks higher in 3/3 features

Forecasting

9.0
90%
4 Ratings
7.0
70%
92 Ratings

Pipeline visualization

9.0
90%
4 Ratings
8.6
86%
250 Ratings

Customizable reports

10.0
100%
4 Ratings
7.3
73%
241 Ratings

Customization

8.8

Claritysoft

88%
7.8

Insightly

78%
Claritysoft ranks higher in 2/4 features

Custom fields

8.7
87%
5 Ratings
8.8
88%
272 Ratings

Custom objects

8.3
83%
4 Ratings
8.1
81%
39 Ratings

API for custom integration

9.4
94%
4 Ratings
7.6
76%
129 Ratings

Scripting environment

N/A
0 Ratings
6.8
68%
6 Ratings

Security

9.0

Claritysoft

90%
8.3

Insightly

83%
Claritysoft ranks higher in 2/2 features

Single sign-on capability

8.5
85%
5 Ratings
8.1
81%
210 Ratings

Role-based user permissions

9.5
95%
5 Ratings
8.4
84%
141 Ratings

Platform

6.5

Claritysoft

65%
8.0

Insightly

80%
Insightly ranks higher in 1/1 features

Mobile access

6.5
65%
4 Ratings
8.0
80%
266 Ratings

Social CRM

Claritysoft

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

Claritysoft

Feature Set Not Supported
N/A
6.2

Insightly

62%
Insightly ranks higher in 2/2 features

Marketing automation

N/A
0 Ratings
7.2
72%
104 Ratings

Compensation management

N/A
0 Ratings
5.1
51%
4 Ratings

Attribute Ratings

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

Likelihood to Recommend

7.2

Claritysoft

72%
5 Ratings
8.2

Insightly

82%
339 Ratings

Likelihood to Renew

Claritysoft

N/A
0 Ratings
8.8

Insightly

88%
28 Ratings

Usability

Claritysoft

N/A
0 Ratings
8.2

Insightly

82%
74 Ratings

Availability

Claritysoft

N/A
0 Ratings
10.0

Insightly

100%
7 Ratings

Performance

Claritysoft

N/A
0 Ratings
10.0

Insightly

100%
45 Ratings

Support Rating

Claritysoft

N/A
0 Ratings
8.1

Insightly

81%
44 Ratings

Online Training

Claritysoft

N/A
0 Ratings
10.0

Insightly

100%
6 Ratings

Implementation Rating

Claritysoft

N/A
0 Ratings
10.0

Insightly

100%
59 Ratings

Configurability

Claritysoft

N/A
0 Ratings
7.0

Insightly

70%
16 Ratings

Contract Terms and Pricing Model

Claritysoft

N/A
0 Ratings
10.0

Insightly

100%
1 Rating

Ease of integration

Claritysoft

N/A
0 Ratings
10.0

Insightly

100%
9 Ratings

Product Scalability

Claritysoft

N/A
0 Ratings
10.0

Insightly

100%
7 Ratings

Vendor post-sale

Claritysoft

N/A
0 Ratings
10.0

Insightly

100%
1 Rating

Vendor pre-sale

Claritysoft

N/A
0 Ratings
10.0

Insightly

100%
1 Rating

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.

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

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.

  • 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

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.

  • 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

Claritysoft

Starting Price

$39 per month

Editions & Modules

Claritysoft editions and modules pricing
EditionModules
Claritysoft$39.001

Footnotes

  1. Per Month Per User

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

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

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 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

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.

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

Claritysoft

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

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.

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

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.

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

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

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.

  • 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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