ConvergeHub vs Insightly | TrustRadius

What users are saying about

Score 8 out of 10

Based on 2 reviews and ratings

Score 8 out of 10

Based on 621 reviews and ratings

Feature Rating Comparison

ConvergeHub

Insightly

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

ConvergeHub

Insightly

Case management

Call center management

Help desk management

ConvergeHub

Insightly

Lead management

Email marketing

ConvergeHub

Insightly

Task management

Billing and invoicing management

Reporting

ConvergeHub

Insightly

Pipeline visualization

Customizable reports

Forecasting

ConvergeHub

Insightly

Custom fields

API for custom integration

Custom objects

Scripting environment

ConvergeHub

Insightly

Mobile access

ConvergeHub

Insightly

Role-based user permissions

Single sign-on capability

ConvergeHub

Insightly

Social data

Social engagement

ConvergeHub

Insightly

Marketing automation

Compensation management

Pros

The dashboards are really good and feature laden.
The UI is really intuitive as well as user friendly.
Automation of simple tasks as well as the marketing process is really easy.
Above all the pricing takes the cake here.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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

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Manager of Programming and Project Manager

Inspiring EducatorsEducation Management, 1-10 employees

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Cons

Customer support isn't that great, takes a lot of time to respond.
Notifications are not on time, i.e. they are delayed and not real time.
Lack of integration with other applications.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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Tommy L. Chambers

Success Architect

Gwinnett Technical CollegeProfessional Training & Coaching, 1-10 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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

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Vanessa Johnson

Development Coordinator / Implementation Specialist

the school collectiveComputer Software, 1-10 employees

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Usability

No score

No answers yet

No answers on this topic

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.

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Manager

Private Club NetworkLeisure, Travel & Tourism, 1-10 employees

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Reliability and Availability

No score

No answers yet

No answers on this topic

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.

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Jane Beisell PMP, CIA

Owner

Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees

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Performance

No score

No answers yet

No answers on this topic

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.

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Douglas Psulkowski, P.E.

Project Manager

Henkels & McCoy, Inc.Construction, 5001-10,000 employees

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Support Rating

No score

No answers yet

No answers on this topic

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.

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Randie Frederick

Senior Vice President Property Management

Realty Capital Commercial Real Estate ServicesReal Estate, 11-50 employees

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Online Training

No score

No answers yet

No answers on this topic

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

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Jane Beisell PMP, CIA

Owner

Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees

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Implementation Rating

No score

No answers yet

No answers on this topic

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!

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Chief Information Officer

One Digital MediaInformation Technology and Services, 51-200 employees

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Alternatives Considered

ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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CEO

Pixologie, Inc.Photography, 1-10 employees

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Scalability

No score

No answers yet

No answers on this topic

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.

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Vice President

Shadow Polymer Industries, IncMedical Devices, 11-50 employees

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Return on Investment

It helps increase the overall productivity by automating daily routine tasks.
Sales & marketing process becomes easier and more productive.
Workflow management is easier.
Overall productivity increases many-fold.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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Chris Stephens, CTS

Integration Division Manager

Cory's Audio Visual Services, LLCBusiness Supplies and Equipment, 11-50 employees

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Screenshots

See All (6) ConvergeHub Screenshots

See All (7) Insightly Screenshots

Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Optional

ConvergeHub Editions & Modules

Edition

Lite	$9¹
Professional	$29¹
Premium	$59¹

per user - per month

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

No

Insightly Editions & Modules

—

Additional Pricing Details

—

Rating Summary

ConvergeHub

Insightly

ConvergeHub

Insightly

ConvergeHub

Insightly

ConvergeHub

Insightly

ConvergeHub

Insightly

ConvergeHub

Insightly

ConvergeHub

Insightly

ConvergeHub

Insightly

ConvergeHub

Insightly

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