Constant Contact Lead Gen & CRM vs. Insightly

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Constant Contact Lead Gen & CRM
Score 8.4 out of 10
Small Businesses (1-50 employees)
Constant Contact Advanced Automation helps users to send the right message at the right time, from Social to SMS and email to ecommerce. Multi-Channel Campaigns - Create comprehensive marketing campaigns with just a few clicks. The Campaign Builder tool can help launch a multi-channel campaign across email, social, and SMS. Pre-Built Automation Templates - Setup your automations quickly with pre-built automation templates to…
$449
per month
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
Constant Contact Lead Gen & CRMInsightly
Editions & Modules
Lite
$12
per month
Standard
$35
per month
Premium
$80
per month
Lead Gen & CRM
Starting at $449
per month
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
Constant Contact Lead Gen & CRMInsightly
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeRequiredNo setup fee
Additional DetailsAbove pricing based on 5000 contacts.
More Pricing Information
Community Pulse
Constant Contact Lead Gen & CRMInsightly
Considered Both Products
Constant Contact Lead Gen & CRM
Chose Constant Contact Lead Gen & CRM
SharpSpring is a much more robust platform than Insightly. It offers a lot more features and has them all integrated so that they're working together.
Chose Constant Contact Lead Gen & CRM
SharpSpring is comparable to Insightly, Pipedrive[,] and Zoho Assist. I'm giving the edge to SharpSpring because it's what I'm using now, it's easy to use and I like the layout, and it's easy to move leads through the sales process as well as set tasks and reminders. I much …
Chose Constant Contact Lead Gen & CRM
I found SharpSpring to be the easiest CRM to use. On a scale of 1 to 5, 5 being the easiest to learn and use, I'd give Salesforce a 1, SharpSpring a 5 and the others fall in between. It's customizable, it's easy to update leads, and most of all there are no quirky error …
Chose Constant Contact Lead Gen & CRM
SharpSpring has an abundance of features, technology and value for the cost, especially compared to other platforms. We needed a large number of contacts and email allowance primarily. Either the other platforms didn't stack up in terms of features or functionality, or the cost …
Chose Constant Contact Lead Gen & CRM
Selected SharpSpring for: pricing, agency focused, support, simplicity.
Chose Constant Contact Lead Gen & CRM
We have worked with Pardot in the past, for 2 clients, which is also an amazing system. Ultimately, we choose SharpSpring due to its lower cost and flexibility to use for ourselves. As an agency, we have options to manage and recommend SharpSpring to our clients.
We have also …
Chose Constant Contact Lead Gen & CRM
At first we were forced to duct tape a lot of tools together for ourselves and our clients to get things done. We were doing this until we could afford the investment of a platform we could latch on to and build our business around. We understand that Sharpspring is a "swiss …
Insightly
Chose Insightly
Insightly ranks towards the top for ease of use and that is very important, as we add new team members. Sage is a little dated and clunky, and I find Salesforce to not be intuitive at all and extremely clunky, and if an error is made it is impossible to understand what it is …
Top Pros
Top Cons
Features
Constant Contact Lead Gen & CRMInsightly
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Constant Contact Lead Gen & CRM
7.0
510 Ratings
9% below category average
Insightly
-
Ratings
WYSIWYG email editor8.5470 Ratings00 Ratings
Dynamic content6.0453 Ratings00 Ratings
Ability to test dynamic content6.0434 Ratings00 Ratings
Landing pages7.5442 Ratings00 Ratings
A/B testing6.0397 Ratings00 Ratings
Mobile optimization8.5428 Ratings00 Ratings
Email deliverability reporting7.5498 Ratings00 Ratings
List management6.5500 Ratings00 Ratings
Triggered drip sequences6.0475 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Constant Contact Lead Gen & CRM
7.3
499 Ratings
7% below category average
Insightly
-
Ratings
Lead nurturing automation7.5486 Ratings00 Ratings
Lead scoring and grading8.0492 Ratings00 Ratings
Data quality management6.0468 Ratings00 Ratings
Automated sales alerts and tasks7.5464 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Constant Contact Lead Gen & CRM
6.5
401 Ratings
14% below category average
Insightly
-
Ratings
Calendaring6.0339 Ratings00 Ratings
Event/webinar marketing7.0319 Ratings00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
Constant Contact Lead Gen & CRM
8.7
379 Ratings
14% above category average
Insightly
-
Ratings
Social sharing and campaigns8.5318 Ratings00 Ratings
Social profile integration9.0364 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Constant Contact Lead Gen & CRM
5.0
496 Ratings
38% below category average
Insightly
-
Ratings
Dashboards5.5488 Ratings00 Ratings
Standard reports5.5488 Ratings00 Ratings
Custom reports4.0449 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Constant Contact Lead Gen & CRM
6.3
468 Ratings
17% below category average
Insightly
-
Ratings
API7.5366 Ratings00 Ratings
Role-based workflow & approvals6.0404 Ratings00 Ratings
Customizability5.0440 Ratings00 Ratings
Integration with Salesforce.com7.5219 Ratings00 Ratings
Integration with Microsoft Dynamics CRM5.099 Ratings00 Ratings
Integration with SugarCRM7.091 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Constant Contact Lead Gen & CRM
-
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 Ratings6.574 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
Constant Contact Lead Gen & CRM
-
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
Constant Contact Lead Gen & CRM
-
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
Constant Contact Lead Gen & CRM
-
Ratings
Insightly
6.9
385 Ratings
10% below category average
Task management00 Ratings7.0374 Ratings
Billing and invoicing management00 Ratings6.039 Ratings
Reporting00 Ratings7.7321 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Constant Contact Lead Gen & CRM
-
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
Constant Contact Lead Gen & CRM
-
Ratings
Insightly
7.0
345 Ratings
7% below category average
Custom fields00 Ratings7.7344 Ratings
Custom objects00 Ratings6.9105 Ratings
Scripting environment00 Ratings6.86 Ratings
API for custom integration00 Ratings6.4178 Ratings
Security
Comparison of Security features of Product A and Product B
Constant Contact Lead Gen & CRM
-
Ratings
Insightly
7.5
295 Ratings
11% 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
Constant Contact Lead Gen & CRM
-
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
Constant Contact Lead Gen & CRM
-
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
Constant Contact Lead Gen & CRM
-
Ratings
Insightly
6.5
310 Ratings
13% below category average
Mobile access00 Ratings6.5310 Ratings
Best Alternatives
Constant Contact Lead Gen & CRMInsightly
Small Businesses
Vbout
Vbout
Score 9.9 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.2 out of 10
Creatio
Creatio
Score 9.4 out of 10
Enterprises
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.2 out of 10
Creatio
Creatio
Score 9.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Constant Contact Lead Gen & CRMInsightly
Likelihood to Recommend
8.0
(524 ratings)
7.8
(420 ratings)
Likelihood to Renew
8.1
(32 ratings)
8.8
(33 ratings)
Usability
7.5
(72 ratings)
7.8
(156 ratings)
Availability
7.8
(2 ratings)
9.0
(6 ratings)
Performance
3.2
(2 ratings)
8.0
(25 ratings)
Support Rating
8.8
(71 ratings)
8.6
(34 ratings)
In-Person Training
-
(0 ratings)
9.1
(1 ratings)
Online Training
4.5
(2 ratings)
9.0
(8 ratings)
Implementation Rating
6.5
(10 ratings)
7.8
(26 ratings)
Configurability
4.5
(1 ratings)
9.9
(18 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
8.6
(3 ratings)
Ease of integration
4.5
(2 ratings)
9.0
(10 ratings)
Product Scalability
2.9
(2 ratings)
9.0
(9 ratings)
Professional Services
-
(0 ratings)
10.0
(1 ratings)
Vendor post-sale
8.2
(1 ratings)
9.1
(3 ratings)
Vendor pre-sale
1.0
(1 ratings)
8.2
(3 ratings)
User Testimonials
Constant Contact Lead Gen & CRMInsightly
Likelihood to Recommend
Constant Contact
Constant Contact is excellent for small businesses wanting a simple email to their customers and leads. We've found that it's not the most robust solution for more complex funnels involved in e-commerce or information publishing. For instance, setting up specific flows based on user behavior, VIP status, and other attributes is lacking.
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
Constant Contact
  • Their Emailers are very easy to construct and user-friendly. It takes your Newsletter and sales emails to the next level, especially with the action groups and trigger functionalities.
  • The life of the lead functionality allows you to see when leads get warmer, so you know when to send them what. Helps improve conversions.
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
Constant Contact
  • The landing page builder is a bit hard to use. Doesn’t have much flexibility.
  • Sometimes confusing between types of workflows to use. Opportunity versus visual.
  • If you imported contacts that weren’t formatted correctly. It is hard to delete a bull amount. Need to type DELETE for each one manually. No bull options to make changes.
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
Constant Contact
We have been very impressed with all aspects of this software and the potential for it to radically change how we operate is huge! Support has been exceptional and we have discovered many extra uses for the software than originally thought. Not only will it give us benefits for our company's growth, but for our client's growth as well.
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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
Constant Contact
This rating is coming from an administrative perspective. With so many features, workflows, dashboards, and more, there is certainly a lot going on, and even the most savvy software user can get a little overwhelmed when trying to decide how to best implement and utilize the platform to its full potential. That being said, the SharpSpring platform is well-implemented and well-organized, with most solutions being fairly intuitive, once you have a grasp of the software. It is fairly easy to learn, but difficult to master. Just like any powerful platform, however, the complexity is worth it, and once you are comfortable navigating and problem solving within SharpSpring, it becomes a great marketing and sales tool which can do virtually anything you need it to.
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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.
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Reliability and Availability
Constant Contact
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.
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Performance
Constant Contact
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
Constant Contact
The support is great which really helps overcome challenges if you become stuck and the training videos are great too. Same-day replies are great and I even got some help with some CSS code on the chat. Not many organizations would do this or even respond.
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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In-Person Training
Constant Contact
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.
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Online Training
Constant Contact
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
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Implementation Rating
Constant Contact
Overall I would say to be patient and bring everyone who will be touching the platform to the onboarding sessions. The Virtual Classroom lets you onboard as quickly or slowly as you want. Sales, marketing, design, account management, get 'em all in on it. For the most part, they will be happy to use this platform. I recommend getting as many people as possible to see the SharpSpring demo.
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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
Constant Contact
Pros of SharpSpring:
  • Design unlimited custom fields
  • Can send content & templates to Sales to send in their reach-outs (Outlook extension)
  • Ad retargeting
  • Social listening tool
  • Social media scheduling
  • Email builder: dynamic content
  • Landing pages: dynamic content, rebrandable domain name
  • Chatbot Platform seems intuitive to use
  • Forms auto-complete for known visitors
  • Instant 2-way sync with Salesforce
  • Trigger automated workflows from social media
  • It was easy to receive demo, streamlined sales process
SharpSpring: approx. $13,000 USD per year + $2,000 USD one-time for onboarding Pardot: $32,400 USD per year + $3,000 to $5,000 USD one-time for onboarding HubSpot: $20,381 USD per year + $3,000 USD one-time for onboarding Marketo: $29,015 USD per year + $4,500 USD one-time for onboarding
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
Constant Contact
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.
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Scalability
Constant Contact
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
Constant Contact
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
Constant Contact
  • Streamlined Processes - sales and marketing are now all in the same place.
  • Reduced Number of Platforms/Tools - CRM/lead management, email, automation, landing pages, forms, etc are all in the same place rather than using multiple tools.
  • Time-saving - sales pipeline is very easy to use for sales. For marketing, we have dozens of workflows that eliminate much of our manual processes from the past.
  • Return on Investment - We're more focused on moving the building the business than ever before because SharpSpring has simplified so many of our business operations and we're seeing massive results!
  • Lead generation - Up SIGNIFICANTLY (between 3x & 4x) since setting up SharpSpring.
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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

Constant Contact Lead Gen & CRM Screenshots

Screenshot of Get a multi-channel campaign in just a few clicks with the Campaign Builder. Make a few selections and AI does the campaign building for you.Screenshot of Use the power of the AI Content Generator to create content for emails, social posts, or SMS.Screenshot of Curate Advanced Automation workflows to make sure your marketing is always on - even when you're not.Screenshot of Reach your customers wherever they are with SMS Marketing.Screenshot of Plan and post your social media messaging across platforms with our Social Posting tool.Screenshot of Integrate with powerful tools to grow more using Constant Contact.

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