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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Concord

    Score7.3 out of 10
    Mid-Size Companies (51-1,000 employees)
    Concord delivers contract management for the 90% of agreements that don't need legal complexity. Founded in 2014, the company serves 1,500+ SMB and mid-market organizations (50-1,000 employees) across North America and Europe from offices in Austin and Paris. The platform combines contract creation, real-time collaboration, e-signature, and AI-powered review in a single workflow. Business users draft from templates, negotiate in-browser (no more Word attachments), and get AI review in 23…

    $399

    per month

    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
    ConcordInsightly
    Editions & Modules
    Essentials
    $399
    per month
    Business
    $699
    per month
    Enterprise
    Contact Sales
    Enterprise
    Contact sales@concord.app
    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
    ConcordInsightly
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsConcord pricing includes implementation, services, and unlimited support. All Concord plans include unlimited documents and unlimited e-signatures.—
    More Pricing Information
    Community Pulse
    ConcordInsightly
    Considered Both Products
    Concord Worldwide, Inc.
    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
    ConcordInsightly
    Contract Authoring
    Comparison of Contract Authoring features of Concord and Insightly
    Feature
    Concord
    8.7
    6 Ratings
    6% above category average
    Insightly
    -
    Ratings
    Contract creation9.76 Ratings00 Ratings
    Contract templates8.06 Ratings00 Ratings
    Clause library/saved fields8.05 Ratings00 Ratings
    Guided logic9.11 Ratings00 Ratings
    Contract Collaboration
    Comparison of Contract Collaboration features of Concord and Insightly
    Feature
    Concord
    9.1
    6 Ratings
    10% above category average
    Insightly
    -
    Ratings
    Contract sharing9.46 Ratings00 Ratings
    Contract editing8.46 Ratings00 Ratings
    Collaborating on contracts8.76 Ratings00 Ratings
    MS Word plug-in8.52 Ratings00 Ratings
    Approval process9.75 Ratings00 Ratings
    Interdepartmental workflows9.75 Ratings00 Ratings
    Contract Monitoring
    Comparison of Contract Monitoring features of Concord and Insightly
    Feature
    Concord
    9.0
    6 Ratings
    9% above category average
    Insightly
    -
    Ratings
    Contract database8.76 Ratings00 Ratings
    Contract search7.76 Ratings00 Ratings
    Contract milestone reminders & alerts9.54 Ratings00 Ratings
    Custom contract reports9.54 Ratings00 Ratings
    Tracking contract status9.55 Ratings00 Ratings
    Compliance check9.11 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    7.4
    423 Ratings
    6% below category average
    Customer data management / contact management00 Ratings8.2405 Ratings
    Workflow management00 Ratings7.2372 Ratings
    Territory management00 Ratings7.390 Ratings
    Opportunity management00 Ratings8.2368 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings7.3379 Ratings
    Contract management00 Ratings6.521 Ratings
    Quote & order management00 Ratings7.275 Ratings
    Interaction tracking00 Ratings7.2333 Ratings
    Channel / partner relationship management00 Ratings7.724 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    7.1
    13 Ratings
    8% 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 Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    7.2
    330 Ratings
    7% below category average
    Lead management00 Ratings6.8314 Ratings
    Email marketing00 Ratings7.7263 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    6.8
    406 Ratings
    12% below category average
    Task management00 Ratings7.1392 Ratings
    Billing and invoicing management00 Ratings6.039 Ratings
    Reporting00 Ratings7.3342 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    7.6
    367 Ratings
    1% below category average
    Forecasting00 Ratings7.092 Ratings
    Pipeline visualization00 Ratings7.9344 Ratings
    Customizable reports00 Ratings7.8331 Ratings
    Customization
    Comparison of Customization features of Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    7.5
    369 Ratings
    2% below category average
    Custom fields00 Ratings8.4368 Ratings
    Custom objects00 Ratings7.7126 Ratings
    Scripting environment00 Ratings6.86 Ratings
    API for custom integration00 Ratings7.3195 Ratings
    Security
    Comparison of Security features of Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    7.6
    316 Ratings
    10% below category average
    Single sign-on capability00 Ratings7.8282 Ratings
    Role-based user permissions00 Ratings7.4217 Ratings
    Social CRM
    Comparison of Social CRM features of Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    7.4
    90 Ratings
    1% below 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 Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    6.4
    159 Ratings
    16% below category average
    Marketing automation00 Ratings7.7159 Ratings
    Compensation management00 Ratings5.14 Ratings
    Platform
    Comparison of Platform features of Concord and Insightly
    Feature
    Concord
    -
    Ratings
    Insightly
    5.9
    328 Ratings
    25% below category average
    Mobile access00 Ratings5.9328 Ratings
    Best Alternatives
    ConcordInsightly
    Small Businesses
    DocuSign CLM
    Score8.2 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Conga CLM
    Score8.8 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Conga CLM
    Score8.8 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ConcordInsightly
    Likelihood to Recommend
    9.3
    (6 ratings)
    7.8
    (444 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.7
    (36 ratings)
    Usability
    9.7
    (3 ratings)
    7.5
    (180 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (6 ratings)
    Performance
    -
    (0 ratings)
    7.9
    (25 ratings)
    Support Rating
    7.4
    (3 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
    ConcordInsightly
    Likelihood to Recommend
    Concord Worldwide, Inc.
    Concord is honestly suited for all types of organizations because the software is flexible in its application and very easy to implement. In addition, Concord offers exceptional customer service with professionals who will work with you to ensure success, whether it be through training, problem-solving, or even finding ways to engage employees to maximize the benefit of the software. Most appreciated about Concord is their willingness to listen to their users to constantly evolve with new features or added functionality based on customer feedback.
    Incentivized
    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
    Concord Worldwide, Inc.
    • Templates are easy to create and utilize.
    • Concord has its internal e-signature tool.
    • Concord can group by template, active, in progress, etc. and color codes the same.
    Incentivized
    Read full review
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    • 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
    Concord Worldwide, Inc.
    • Make it easier to find the templates from any page
    • Improve the search function--it's sometimes difficult to find specific documents when searching
    • Change back to "limited editor" and "no editing rights" when sharing documents; the new term of "viewer" makes it seem like nothing can be edited at all
    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
    Concord Worldwide, Inc.
    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
    Concord Worldwide, Inc.
    Concord is extremely user friendly and saves me so much time! How else would I be able to manage all of the contracts for 9 different agencies all by myself?!?
    Incentivized
    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
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    Reliability and Availability
    Concord Worldwide, Inc.
    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
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    Performance
    Concord Worldwide, Inc.
    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
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    Support Rating
    Concord Worldwide, Inc.
    I gave it a five because it was the closest to a neutral response. I have not had issues with Concord and have not had a reason to contact support, so I don't have an accurate opinion here. From my conversations with our legal team, it seems they have been able to work with the support team at Concord to get any potential issues resolved in a timely manner.
    Incentivized
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    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
    Concord Worldwide, Inc.
    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
    Concord Worldwide, Inc.
    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
    Concord Worldwide, Inc.
    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
    Concord Worldwide, Inc.
    I would rather not compare apples and apples nor apples and oranges, and just share Concord has been an excellent Contract Management System for current organization.
    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
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    Contract Terms and Pricing Model
    Concord Worldwide, Inc.
    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
    Concord Worldwide, Inc.
    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
    Concord Worldwide, Inc.
    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
    Concord Worldwide, Inc.
    • Since our implementation, I am saving a few hours a month in managing our IC contracts.
    • When people have questions about contracts, now it's clear "Hey, look in Concord" versus "Hey, does John or Sally have this contract?".
    Incentivized
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    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
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    ScreenShots

    Concord Screenshots

    Screenshot of approval workflows. These help to decrease contract cycle times while guaranteeing correct signatures are secured, further driving compliance and protecting against risks.Screenshot of Concord's advanced reporting, used to gain greater insights into the data in contracts.Screenshot of the Concord Inbox, with a global search and advanced filtering to make organizing and finding documents easier, and to streamline completing contract-related tasks.Screenshot of the approval workflows that decrease contract cycle times while guaranteeing correct signatures are secured, further driving compliance and protecting against risks.Screenshot of online editing and redlining and a summary sheet with a discussion panel that keeps all conversations and changes tracked. A Word integration allows offline edits to also be tracked.Screenshot of an example of a fully executed contract with legally admissible e-signatures.

    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