What users are saying about
9 Ratings
Top Rated
626 Ratings
9 Ratings
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Score 8 out of 100
Top Rated
626 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Reagan Reed | 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

Sales Force Automation

Claritysoft
8.6
Insightly
8.0
Customer data management / contact management
Claritysoft
9.3
Insightly
8.8
Workflow management
Claritysoft
9.0
Insightly
7.8
Territory management
Claritysoft
8.3
Insightly
7.8
Opportunity management
Claritysoft
8.8
Insightly
8.2
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Insightly
8.5
Quote & order management
Claritysoft
7.5
Insightly
8.5
Interaction tracking
Claritysoft
9.0
Insightly
8.2
Channel / partner relationship management
Claritysoft
8.3
Insightly
7.7
Contract management
Claritysoft
Insightly
6.5

Customer Service & Support

Claritysoft
10.0
Insightly
7.1
Help desk management
Claritysoft
10.0
Insightly
7.1
Case management
Claritysoft
Insightly
7.0
Call center management
Claritysoft
Insightly
7.2

Marketing Automation

Claritysoft
8.8
Insightly
7.7
Lead management
Claritysoft
8.8
Insightly
8.0
Email marketing
Claritysoft
8.8
Insightly
7.4

CRM Project Management

Claritysoft
9.2
Insightly
7.2
Task management
Claritysoft
10.0
Insightly
7.7
Billing and invoicing management
Claritysoft
9.0
Insightly
6.0
Reporting
Claritysoft
8.5
Insightly
8.0

CRM Reporting & Analytics

Claritysoft
9.3
Insightly
7.4
Forecasting
Claritysoft
9.0
Insightly
7.0
Pipeline visualization
Claritysoft
9.0
Insightly
7.9
Customizable reports
Claritysoft
10.0
Insightly
7.3

Customization

Claritysoft
8.8
Insightly
7.2
Custom fields
Claritysoft
8.7
Insightly
7.6
Custom objects
Claritysoft
8.3
Insightly
7.5
API for custom integration
Claritysoft
9.3
Insightly
6.8
Scripting environment
Claritysoft
Insightly
6.8

Security

Claritysoft
9.0
Insightly
8.7
Single sign-on capability
Claritysoft
8.5
Insightly
9.1
Role-based user permissions
Claritysoft
9.5
Insightly
8.4

Platform

Claritysoft
6.5
Insightly
7.3
Mobile access
Claritysoft
6.5
Insightly
7.3

Social CRM

Claritysoft
Insightly
7.4
Social data
Claritysoft
Insightly
6.8
Social engagement
Claritysoft
Insightly
8.0

Integrations with 3rd-party Software

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

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.
Dwayne Tharp | 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

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.
Pamela Elliott | 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

Claritysoft

No score
No answers yet
No answers on this topic

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

Claritysoft

No score
No answers yet
No answers on this topic

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

Claritysoft

No score
No answers yet
No answers on this topic

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

Claritysoft

No score
No answers yet
No answers on this topic

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

Claritysoft

No score
No answers yet
No answers on this topic

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

Claritysoft

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

Claritysoft

No score
No answers yet
No answers on this topic

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

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.
Joshua Day | 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

Claritysoft

No score
No answers yet
No answers on this topic

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

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.
Ryan Weller | 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

Claritysoft

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Claritysoft Editions & Modules

Edition
Claritysoft$39.001
  1. Per Month Per User
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

Likelihood to Recommend

Claritysoft
8.4
Insightly
8.3

Likelihood to Renew

Claritysoft
Insightly
9.0

Usability

Claritysoft
Insightly
10.0

Reliability and Availability

Claritysoft
Insightly
10.0

Performance

Claritysoft
Insightly
8.3

Support Rating

Claritysoft
Insightly
5.8

Online Training

Claritysoft
Insightly
9.0

Implementation Rating

Claritysoft
Insightly
8.6

Scalability

Claritysoft
Insightly
7.8

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