What users are saying about
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Top Rated
620 Ratings
15 Ratings
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Score 8.9 out of 100

Insightly

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Top Rated
620 Ratings
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Score 8 out of 100

Likelihood to Recommend

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | TrustRadius Reviewer

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Contactually, by Compass
8.8
Insightly
7.8
Customer data management / contact management
Contactually, by Compass
9.8
Insightly
8.7
Workflow management
Contactually, by Compass
9.5
Insightly
7.8
Territory management
Contactually, by Compass
8.9
Insightly
7.5
Opportunity management
Contactually, by Compass
9.4
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Insightly
8.3
Contract management
Contactually, by Compass
6.0
Insightly
6.5
Quote & order management
Contactually, by Compass
6.0
Insightly
8.0
Interaction tracking
Contactually, by Compass
9.8
Insightly
8.1
Channel / partner relationship management
Contactually, by Compass
9.8
Insightly
7.7

Customer Service & Support

Contactually, by Compass
9.1
Insightly
7.1
Case management
Contactually, by Compass
9.7
Insightly
7.0
Call center management
Contactually, by Compass
8.0
Insightly
7.2
Help desk management
Contactually, by Compass
9.7
Insightly
7.1

Marketing Automation

Contactually, by Compass
9.7
Insightly
7.7
Lead management
Contactually, by Compass
9.8
Insightly
7.9
Email marketing
Contactually, by Compass
9.5
Insightly
7.5

CRM Project Management

Contactually, by Compass
6.3
Insightly
7.1
Task management
Contactually, by Compass
7.0
Insightly
7.5
Billing and invoicing management
Contactually, by Compass
5.0
Insightly
6.0
Reporting
Contactually, by Compass
7.0
Insightly
7.9

CRM Reporting & Analytics

Contactually, by Compass
7.0
Insightly
7.3
Forecasting
Contactually, by Compass
7.0
Insightly
7.0
Pipeline visualization
Contactually, by Compass
7.0
Insightly
7.7
Customizable reports
Contactually, by Compass
7.0
Insightly
7.2

Customization

Contactually, by Compass
7.0
Insightly
7.1
Custom fields
Contactually, by Compass
7.0
Insightly
7.5
Custom objects
Contactually, by Compass
7.0
Insightly
7.1
Scripting environment
Contactually, by Compass
7.0
Insightly
6.8
API for custom integration
Contactually, by Compass
7.0
Insightly
7.2

Security

Contactually, by Compass
7.5
Insightly
8.4
Single sign-on capability
Contactually, by Compass
9.0
Insightly
8.8
Role-based user permissions
Contactually, by Compass
6.0
Insightly
8.1

Social CRM

Contactually, by Compass
8.4
Insightly
7.4
Social data
Contactually, by Compass
9.8
Insightly
6.8
Social engagement
Contactually, by Compass
7.0
Insightly
8.0

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Insightly
6.2
Marketing automation
Contactually, by Compass
9.8
Insightly
7.2
Compensation management
Contactually, by Compass
Insightly
5.1

Platform

Contactually, by Compass
9.4
Insightly
7.7
Mobile access
Contactually, by Compass
9.4
Insightly
7.7

Pros

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
Anonymous | TrustRadius Reviewer

Insightly

  • Within GMAIL - the sidebar is an amazing tool and has so much potential!
  • Within GMAIL - so save into Insightly and link is very very helpful
  • Insightly's search is very good
  • Being able to tag the contact is helpful
  • The corroboration with Mailchimp is awesome
Joanne Grams | TrustRadius Reviewer

Cons

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | 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

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | TrustRadius Reviewer

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

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
Anonymous | TrustRadius Reviewer

Insightly

Insightly 8.4
Based on 48 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

Contactually, by Compass

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

Contactually, by Compass

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

Contactually, by Compass

No score
No answers yet
No answers on this topic

Insightly

Insightly 1.5
Based on 29 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

Contactually, by Compass

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 5 answers
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
Jane Beisell PMP, CIA | TrustRadius Reviewer

Implementation Rating

Contactually, by Compass

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

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | TrustRadius Reviewer

Insightly

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak | TrustRadius Reviewer

Scalability

Contactually, by Compass

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

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | 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

Contactually, by Compass

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Insightly

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Insightly
8.2

Likelihood to Renew

Contactually, by Compass
1.0
Insightly
9.0

Usability

Contactually, by Compass
7.0
Insightly
8.4

Reliability and Availability

Contactually, by Compass
Insightly
10.0

Performance

Contactually, by Compass
Insightly
8.3

Support Rating

Contactually, by Compass
Insightly
1.5

Online Training

Contactually, by Compass
Insightly
9.0

Implementation Rating

Contactually, by Compass
Insightly
8.6

Scalability

Contactually, by Compass
Insightly
7.8

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