Clear C2 C2CRM vs. Insightly

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clear C2 C2CRM
Score 9.3 out of 10
Mid-Size Companies (51-1,000 employees)
Clear C2 is a 20yr CRM software development company based in Dallas, TX. They describe their CRM solution C2CRM as robust yet easy to use. It is built for companies of all industries and sizes (10 user minimum), and presented as a customizable CRM designed to drive sales, mange customer relationships and automate internal processes.
$37
per month per user
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
Clear C2 C2CRMInsightly
Editions & Modules
No answers on this topic
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
Clear C2 C2CRMInsightly
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsCore package starts at $37 per user/per month. Includes all features to track and manage customer and prospects (email integration, unlimited workflows, unlimited data, custom dashboards and report and much more). Additional modules of Sales, Marketing and Customer Support are $15 add-ons (per user, per month)
More Pricing Information
Features
Clear C2 C2CRMInsightly
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
10% above category average
Insightly
7.6
379 Ratings
1% below category average
Customer data management / contact management9.03 Ratings8.8365 Ratings
Workflow management8.13 Ratings8.2331 Ratings
Territory management9.03 Ratings7.357 Ratings
Opportunity management8.03 Ratings7.9332 Ratings
Integration with email client (e.g., Outlook or Gmail)9.03 Ratings7.9338 Ratings
Contract management8.12 Ratings6.521 Ratings
Quote & order management9.03 Ratings6.652 Ratings
Interaction tracking8.02 Ratings7.4295 Ratings
Channel / partner relationship management8.02 Ratings7.724 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Clear C2 C2CRM
8.7
3 Ratings
15% above category average
Insightly
7.1
13 Ratings
6% below category average
Case management9.03 Ratings7.011 Ratings
Call center management8.03 Ratings7.28 Ratings
Help desk management9.03 Ratings7.19 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
12% above category average
Insightly
7.6
296 Ratings
1% above category average
Lead management9.02 Ratings8.1282 Ratings
Email marketing8.13 Ratings7.1232 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Clear C2 C2CRM
8.4
3 Ratings
10% above category average
Insightly
7.8
365 Ratings
3% above category average
Task management9.03 Ratings8.5356 Ratings
Billing and invoicing management8.02 Ratings6.039 Ratings
Reporting8.03 Ratings8.9302 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Clear C2 C2CRM
8.7
3 Ratings
14% above category average
Insightly
8.0
326 Ratings
5% above category average
Forecasting9.03 Ratings7.092 Ratings
Pipeline visualization9.03 Ratings8.4304 Ratings
Customizable reports8.03 Ratings8.5291 Ratings
Customization
Comparison of Customization features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
12% above category average
Insightly
8.2
326 Ratings
8% above category average
Custom fields9.03 Ratings9.2325 Ratings
Custom objects8.02 Ratings8.987 Ratings
Scripting environment9.03 Ratings6.86 Ratings
API for custom integration8.02 Ratings8.0166 Ratings
Security
Comparison of Security features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
2% above category average
Insightly
8.0
278 Ratings
4% below category average
Single sign-on capability8.02 Ratings8.2248 Ratings
Role-based user permissions9.03 Ratings7.8182 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Clear C2 C2CRM
8.5
2 Ratings
16% above category average
Insightly
7.4
90 Ratings
2% above category average
Social data9.02 Ratings6.825 Ratings
Social engagement8.02 Ratings8.078 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Clear C2 C2CRM
8.5
2 Ratings
17% above category average
Insightly
5.9
136 Ratings
19% below category average
Marketing automation9.02 Ratings6.7136 Ratings
Compensation management8.02 Ratings5.14 Ratings
Platform
Comparison of Platform features of Product A and Product B
Clear C2 C2CRM
8.0
2 Ratings
6% above category average
Insightly
8.7
299 Ratings
15% above category average
Mobile access8.02 Ratings8.7299 Ratings
Best Alternatives
Clear C2 C2CRMInsightly
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 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
Clear C2 C2CRMInsightly
Likelihood to Recommend
9.0
(3 ratings)
8.9
(398 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(32 ratings)
Usability
9.0
(2 ratings)
8.8
(134 ratings)
Availability
-
(0 ratings)
9.1
(5 ratings)
Performance
-
(0 ratings)
8.2
(24 ratings)
Support Rating
9.0
(2 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
Clear C2 C2CRMInsightly
Likelihood to Recommend
Clear C2 C2CRM
It
allows the best sales with our customers. It is the best CRM software in the
market. If customers need help then it allows their users to contact them
directly and they give good feedback in a short time.
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.
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Pros
Clear C2 C2CRM
  • An incredible application in making sales and marketing in a single go.
  • Good to comprehend business opportunities and to protect the product’s promotion in the market.
  • It's a very simple and easy application. Once installed [it] can give the maximum benefits. Nothing can stop this tool from making wise decisions and providing ways to implement and observe the process further.
  • Its mobile version helps us to watch the business detail for 24-hours and is a good way to communicate with clients on demand.
  • Its managing abilities are not underestimated because of its to-the-point business overview.
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
Clear C2 C2CRM
  • Unsure, as I have not seen issues that weren't resolved quickly and professionally.
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.
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Likelihood to Renew
Clear C2 C2CRM
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
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Usability
Clear C2 C2CRM
I like most and the features help me to manage customer details and their orders. It is very easy, I [have been] using this application for a long time and its integration with other applications is perfect for [a] fast workflow.
Read full review
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.
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Reliability and Availability
Clear C2 C2CRM
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.
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Performance
Clear C2 C2CRM
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.
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Support Rating
Clear C2 C2CRM
C2CRM delivers us the best features for improving business tasks and it is very handy for launching new products in front of others. I can easily gather all the detail of customers in one place and we can discuss and increase product marketing. Its social media integration is great to advertise product features, so that's why I really like it.
Read full review
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.
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Online Training
Clear C2 C2CRM
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
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Implementation Rating
Clear C2 C2CRM
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
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Alternatives Considered
Clear C2 C2CRM
I HIGHLY recommend Clear C2 C2CRM above any other platform.
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
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Contract Terms and Pricing Model
Clear C2 C2CRM
No answers on this topic
Insightly, Inc.
My boss handles this but I think it has been fine.
Read full review
Scalability
Clear C2 C2CRM
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.
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Professional Services
Clear C2 C2CRM
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
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Return on Investment
Clear C2 C2CRM
  • It has been [designed] for sales reps. They can focus on sales and building relationships with clients. It is best for businesses from all sectors who want good results. They give training online and through webinars.
  • Its features are very advanced and good. It gives users lots of documentation storage, assists achieve, retail machine integration, [and] task management.
  • The next step is to win customers from other tools over profitable sales. And then retaining these customers with their services and support. The new interface has [been] launched for a better understanding of users as it increases day-to-day productivity due to lesser complexity.
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