TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Clear C2 C2CRM

    Score9.3 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

    Score7.8 out of 10
    N/AInsightly 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.

    $348

    per year per user

    Pricing
    Clear C2 C2CRMInsightly
    Editions & Modules
    No answers on this topic
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Offerings
    Pricing Offerings
    Clear C2 C2CRMInsightly
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    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
    Community Pulse
    Clear C2 C2CRMInsightly
    Considered Both Products
    Clear C2 C2CRM
    No answer on this topic
    Unbounce
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    88%
    Would buy again
    117 Answers
    Delivers good value for the price
    No answers on this topic
    94%
    Delivers good value for the price
    103 Answers
    Happy with the feature set
    No answers on this topic
    88%
    Happy with the feature set
    117 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    88%
    Lived up to sales and marketing promises
    72 Answers
    Implementation went as expected
    No answers on this topic
    90%
    Implementation went as expected
    86 Answers
    Features
    Clear C2 C2CRMInsightly
    Sales Force Automation
    Comparison of Sales Force Automation features of Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.5
    3 Ratings
    8% above category average
    Insightly
    7.4
    423 Ratings
    6% below category average
    Customer data management / contact management9.03 Ratings8.2405 Ratings
    Workflow management8.13 Ratings7.2372 Ratings
    Territory management9.03 Ratings7.390 Ratings
    Opportunity management8.03 Ratings8.2368 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.03 Ratings7.3379 Ratings
    Contract management8.12 Ratings6.521 Ratings
    Quote & order management9.03 Ratings7.275 Ratings
    Interaction tracking8.02 Ratings7.2333 Ratings
    Channel / partner relationship management8.02 Ratings7.724 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.7
    3 Ratings
    12% above category average
    Insightly
    7.1
    13 Ratings
    8% 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 Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.5
    3 Ratings
    9% above category average
    Insightly
    7.2
    330 Ratings
    7% below category average
    Lead management9.02 Ratings6.8314 Ratings
    Email marketing8.13 Ratings7.6263 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.4
    3 Ratings
    9% above category average
    Insightly
    6.8
    406 Ratings
    12% below category average
    Task management9.03 Ratings7.1392 Ratings
    Billing and invoicing management8.02 Ratings6.039 Ratings
    Reporting8.03 Ratings7.3342 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.7
    3 Ratings
    13% above category average
    Insightly
    7.6
    367 Ratings
    1% below category average
    Forecasting9.03 Ratings7.092 Ratings
    Pipeline visualization9.03 Ratings7.9344 Ratings
    Customizable reports8.03 Ratings7.8331 Ratings
    Customization
    Comparison of Customization features of Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.5
    3 Ratings
    11% above category average
    Insightly
    7.5
    369 Ratings
    2% below category average
    Custom fields9.03 Ratings8.4368 Ratings
    Custom objects8.02 Ratings7.7126 Ratings
    Scripting environment9.03 Ratings6.86 Ratings
    API for custom integration8.02 Ratings7.3195 Ratings
    Security
    Comparison of Security features of Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.5
    3 Ratings
    1% above category average
    Insightly
    7.6
    316 Ratings
    10% below category average
    Single sign-on capability8.02 Ratings7.8282 Ratings
    Role-based user permissions9.03 Ratings7.4217 Ratings
    Social CRM
    Comparison of Social CRM features of Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.5
    2 Ratings
    12% above category average
    Insightly
    7.4
    90 Ratings
    1% below 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 Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.5
    2 Ratings
    12% above category average
    Insightly
    6.4
    159 Ratings
    16% below category average
    Marketing automation9.02 Ratings7.7159 Ratings
    Compensation management8.02 Ratings5.14 Ratings
    Platform
    Comparison of Platform features of Clear C2 C2CRM and Insightly
    Feature
    Clear C2 C2CRM
    8.0
    2 Ratings
    5% above category average
    Insightly
    5.9
    328 Ratings
    25% below category average
    Mobile access8.02 Ratings5.9328 Ratings
    Best Alternatives
    Clear C2 C2CRMInsightly
    Small Businesses
    Salesflare
    Score10 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Clear C2 C2CRMInsightly
    Likelihood to Recommend
    9.0
    (3 ratings)
    7.8
    (444 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.7
    (36 ratings)
    Usability
    9.0
    (2 ratings)
    7.5
    (180 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (6 ratings)
    Performance
    -
    (0 ratings)
    7.9
    (25 ratings)
    Support Rating
    9.0
    (2 ratings)
    8.9
    (34 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (8 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.2
    (26 ratings)
    Configurability
    -
    (0 ratings)
    9.9
    (18 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.4
    (3 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (10 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (9 ratings)
    Professional Services
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (3 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.8
    (3 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
    Unbounce
    There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Unbounce
    • The ability to set up filters to generate lists based on just the categories I am interested in.
    • It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
    • The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.
    Incentivized
    Read full review
    Cons
    Clear C2 C2CRM
    • Unsure, as I have not seen issues that weren't resolved quickly and professionally.
    Incentivized
    Read full review
    Unbounce
    • Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
    • The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
    • Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
    Incentivized
    Read full review
    Likelihood to Renew
    Clear C2 C2CRM
    No answers on this topic
    Unbounce
    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
    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
    Unbounce
    Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program
    Incentivized
    Read full review
    Reliability and Availability
    Clear C2 C2CRM
    No answers on this topic
    Unbounce
    The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
    Incentivized
    Read full review
    Performance
    Clear C2 C2CRM
    No answers on this topic
    Unbounce
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Unbounce
    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.
    Incentivized
    Read full review
    In-Person Training
    Clear C2 C2CRM
    No answers on this topic
    Unbounce
    Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
    Incentivized
    Read full review
    Online Training
    Clear C2 C2CRM
    No answers on this topic
    Unbounce
    I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
    Incentivized
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    Implementation Rating
    Clear C2 C2CRM
    No answers on this topic
    Unbounce
    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
    Incentivized
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    Alternatives Considered
    Clear C2 C2CRM
    I HIGHLY recommend Clear C2 C2CRM above any other platform.
    Incentivized
    Read full review
    Unbounce
    Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Clear C2 C2CRM
    No answers on this topic
    Unbounce
    I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
    Incentivized
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    Scalability
    Clear C2 C2CRM
    No answers on this topic
    Unbounce
    (+) 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.
    Incentivized
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    Professional Services
    Clear C2 C2CRM
    No answers on this topic
    Unbounce
    Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
    Incentivized
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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
    Unbounce
    • Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
    Incentivized
    Read full review
    ScreenShots

    Insightly Screenshots

    Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.Screenshot of the reporting feature, which provides insight into sales and productivity performance.Screenshot of the Insightly Opportunities dashboard.Screenshot of Insightly on mobile.Product screenshotProduct screenshot