Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Cloze
Score 9.7 out of 10
N/A
Cloze is a contact automation and meeting log tool that pulls from apps to automatically create one view of every person and company - all their contact details, their complete history - every email back and forth, phone calls, meetings, notes on Evernote, documents exchanged and interactions on LinkedIn, Facebook, and Twitter. Cloze even grabs email signatures so contact data is always up-to-date.
$17
per month billed annually
Insightly
Score 8.0 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.
$348
per year per user
Pricing
ClozeInsightly
Editions & Modules
Pro
$17
per month billed annually
Silver
$21
per month billed annually
Gold
$29
per month billed annually
Platinum
$42
per month billed annually
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
ClozeInsightly
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
ClozeInsightly
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Cloze
-
Ratings
Insightly
7.3
400 Ratings
5% below category average
Customer data management / contact management00 Ratings8.5383 Ratings
Workflow management00 Ratings7.1351 Ratings
Territory management00 Ratings6.474 Ratings
Opportunity management00 Ratings8.0349 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.1357 Ratings
Contract management00 Ratings6.521 Ratings
Quote & order management00 Ratings7.364 Ratings
Interaction tracking00 Ratings6.8312 Ratings
Channel / partner relationship management00 Ratings7.724 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Cloze
-
Ratings
Insightly
7.1
13 Ratings
6% below category average
Case management00 Ratings7.011 Ratings
Call center management00 Ratings7.28 Ratings
Help desk management00 Ratings7.19 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Cloze
-
Ratings
Insightly
6.3
312 Ratings
19% below category average
Lead management00 Ratings6.5298 Ratings
Email marketing00 Ratings6.1245 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Cloze
-
Ratings
Insightly
6.9
385 Ratings
10% below category average
Task management00 Ratings7.0374 Ratings
Billing and invoicing management00 Ratings6.039 Ratings
Reporting00 Ratings7.6321 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Cloze
-
Ratings
Insightly
7.8
343 Ratings
3% above category average
Forecasting00 Ratings7.092 Ratings
Pipeline visualization00 Ratings8.0321 Ratings
Customizable reports00 Ratings8.3307 Ratings
Customization
Comparison of Customization features of Product A and Product B
Cloze
-
Ratings
Insightly
6.9
345 Ratings
9% below category average
Custom fields00 Ratings7.7344 Ratings
Custom objects00 Ratings6.9105 Ratings
Scripting environment00 Ratings6.86 Ratings
API for custom integration00 Ratings6.3178 Ratings
Security
Comparison of Security features of Product A and Product B
Cloze
-
Ratings
Insightly
7.5
295 Ratings
10% below category average
Single sign-on capability00 Ratings7.5262 Ratings
Role-based user permissions00 Ratings7.5197 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Cloze
-
Ratings
Insightly
7.4
90 Ratings
1% 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
Cloze
-
Ratings
Insightly
5.9
146 Ratings
21% below category average
Marketing automation00 Ratings6.7146 Ratings
Compensation management00 Ratings5.14 Ratings
Platform
Comparison of Platform features of Product A and Product B
Cloze
-
Ratings
Insightly
6.4
310 Ratings
14% below category average
Mobile access00 Ratings6.4310 Ratings
Best Alternatives
ClozeInsightly
Small Businesses
Affinity
Affinity
Score 9.3 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Shared Contacts for Gmail
Shared Contacts for Gmail
Score 8.6 out of 10
Creatio
Creatio
Score 9.4 out of 10
Enterprises
Shared Contacts for Gmail
Shared Contacts for Gmail
Score 8.6 out of 10
Creatio
Creatio
Score 9.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClozeInsightly
Likelihood to Recommend
10.0
(5 ratings)
7.8
(420 ratings)
Likelihood to Renew
-
(0 ratings)
8.8
(33 ratings)
Usability
-
(0 ratings)
7.7
(156 ratings)
Availability
-
(0 ratings)
9.0
(6 ratings)
Performance
-
(0 ratings)
8.0
(25 ratings)
Support Rating
8.0
(1 ratings)
8.7
(34 ratings)
In-Person Training
-
(0 ratings)
9.1
(1 ratings)
Online Training
-
(0 ratings)
9.0
(8 ratings)
Implementation Rating
-
(0 ratings)
7.8
(26 ratings)
Configurability
-
(0 ratings)
9.9
(18 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
8.6
(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)
9.0
(3 ratings)
Vendor pre-sale
-
(0 ratings)
8.2
(3 ratings)
User Testimonials
ClozeInsightly
Likelihood to Recommend
Cloze, Inc.
It's ok for personal use but for business use, it is begging to become a terrible system. We used it for 5 years and after that, we have decided to move to a different system, upon export of the information we started looking at and our database of contacts was so messed up with contacts merged together that don't belong together. So as our database was so corrupted we had to start over with new contact lists and rebuild everything again. I would not recommend this software unless you have your own IT department that can fix things themselves.
Read full review
Insightly, Inc.
The positive and negative feature lists are why I give Insightly a nine out of ten. A LOT of the features are unique, but the ones lacking affect how I envision the perfect workflow for my team. My job is to create and streamline processes for my team; with AppConnect, I'm hoping a lot of the manual work is taken off their plate so they can focus on the essential things. I really hope Insightly implements a true "reply to email" feature in the future.
Read full review
Pros
Cloze, Inc.
  • Contact management
  • Contact enrichment
  • Email management
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
Cloze, Inc.
  • Not good as a comprehensive project management tool.
Read full review
Insightly, Inc.
  • The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
  • The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
  • The customizable objects and fields are very useful but the System Settings interface could be more user-friendly
Read full review
Likelihood to Renew
Cloze, Inc.
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
Cloze, Inc.
No answers on this topic
Insightly, Inc.
There is really nothing as far as customization to the system that we cannot do. It's extremely easy to customize as well as use. Anything we want to add or remove to our Objects can usually be done in a few minutes or less. You can tell everything is very well thought out and was made to be modern and up to date.
Read full review
Reliability and Availability
Cloze, Inc.
No answers on this topic
Insightly, Inc.
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.
Read full review
Performance
Cloze, Inc.
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
Cloze, Inc.
The ONLY issue that I have is there is ZERO phone customer service or training. Everything is done online or via email, which sucks in my opinion, but they always do get back to you.
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.
Read full review
In-Person Training
Cloze, Inc.
No answers on this topic
Insightly, Inc.
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.
Read full review
Online Training
Cloze, Inc.
No answers on this topic
Insightly, Inc.
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
Read full review
Implementation Rating
Cloze, Inc.
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
Cloze, Inc.
Takes the functionality much further
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
Cloze, Inc.
No answers on this topic
Insightly, Inc.
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.
Read full review
Scalability
Cloze, Inc.
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
Cloze, Inc.
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
Cloze, Inc.
  • Negative - We have a contact database of 100000 contacts that we have to go in and rebuild on our new TMS system because, in our experience, Cloze destroyed 5 years worth of data with their smart features and AI.
Read full review
Insightly, Inc.
  • Improved services by organizing a database, pipeline, and custom reports in the verifying eligibility process.
  • Increased the number of orders we can verify eligibility for in 1 day.
  • Lowered the amount of time it takes to verify eligibility so we can get orders shipped out in a timely manner.
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.Screenshot of Screenshot of