What users are saying about
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8 out of 100
Based on 2 reviews and ratings
Insightly
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Top Rated
661 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7.9 out of 100
Based on 661 reviews and ratings
Feature Set Ratings
- ConvergeHub ranks higher in 5 feature sets: Sales Force Automation, Marketing Automation, CRM Project Management, Platform, Security
- Insightly ranks higher in 2 feature sets: Customer Service & Support, CRM Reporting & Analytics
- ConvergeHub and Insightly are tied in 1 feature set: Customization
Sales Force Automation
8.3
ConvergeHub
83%

8.1
Insightly
81%
ConvergeHub ranks higher in 6/9 features
ConvergeHub ranks higher in 6/9 features
Customer data management / contact management
9.0
90%
1 Rating

9.0
90%
304 Ratings
Workflow management
9.0
90%
1 Rating

8.7
87%
272 Ratings
Territory management
8.0
80%
1 Rating

8.1
81%
31 Ratings
Opportunity management
9.0
90%
1 Rating

8.4
84%
279 Ratings
Integration with email client (e.g., Outlook or Gmail)
7.0
70%
1 Rating

8.7
87%
284 Ratings
Contract management
8.0
80%
1 Rating

6.5
65%
21 Ratings
Quote & order management
9.0
90%
1 Rating

7.8
78%
24 Ratings
Interaction tracking
8.0
80%
1 Rating

8.1
81%
249 Ratings
Channel / partner relationship management
8.0
80%
1 Rating

7.7
77%
24 Ratings
Customer Service & Support
7.0
ConvergeHub
70%

7.1
Insightly
71%
Insightly ranks higher in 3/3 features
Insightly ranks higher in 3/3 features
Case management
7.0
70%
1 Rating

7.0
70%
11 Ratings
Call center management
N/A
0 Ratings

7.2
72%
8 Ratings
Help desk management
N/A
0 Ratings

7.1
71%
9 Ratings
Marketing Automation
9.0
ConvergeHub
90%

8.0
Insightly
80%
ConvergeHub ranks higher in 2/2 features
ConvergeHub ranks higher in 2/2 features
Lead management
9.0
90%
1 Rating

8.1
81%
237 Ratings
Email marketing
9.0
90%
1 Rating

8.0
80%
192 Ratings
CRM Project Management
9.0
ConvergeHub
90%

7.6
Insightly
76%
ConvergeHub ranks higher in 3/3 features
ConvergeHub ranks higher in 3/3 features
Task management
9.0
90%
1 Rating

8.4
84%
292 Ratings
Billing and invoicing management
9.0
90%
1 Rating

6.0
60%
39 Ratings
Reporting
9.0
90%
1 Rating

8.3
83%
245 Ratings
CRM Reporting & Analytics
8.0
ConvergeHub
80%

8.2
Insightly
82%
Insightly ranks higher in 3/3 features
Insightly ranks higher in 3/3 features
Pipeline visualization
8.0
80%
1 Rating

8.8
88%
242 Ratings
Customizable reports
8.0
80%
1 Rating

8.7
87%
234 Ratings
Forecasting
N/A
0 Ratings

7.0
70%
92 Ratings
Customization
7.5
ConvergeHub
75%

7.5
Insightly
75%
Insightly ranks higher in 4/4 features
Insightly ranks higher in 4/4 features
Custom fields
8.0
80%
1 Rating

8.6
86%
266 Ratings
API for custom integration
7.0
70%
1 Rating

7.0
70%
124 Ratings
Custom objects
N/A
0 Ratings

7.7
77%
34 Ratings
Scripting environment
N/A
0 Ratings

6.8
68%
6 Ratings
Platform
9.0
ConvergeHub
90%

8.9
Insightly
89%
ConvergeHub ranks higher in 1/1 features
ConvergeHub ranks higher in 1/1 features
Mobile access
9.0
90%
1 Rating

8.9
89%
259 Ratings
Security
9.0
ConvergeHub
90%

8.7
Insightly
87%
ConvergeHub ranks higher in 1/2 features
ConvergeHub ranks higher in 1/2 features
Role-based user permissions
9.0
90%
1 Rating

8.5
85%
133 Ratings
Single sign-on capability
N/A
0 Ratings

8.8
88%
202 Ratings
Social CRM
ConvergeHub
Feature Set Not Supported
N/A

7.4
Insightly
74%
Insightly ranks higher in 2/2 features
Insightly ranks higher in 2/2 features
Social data
N/A
0 Ratings

6.8
68%
25 Ratings
Social engagement
N/A
0 Ratings

8.0
80%
78 Ratings
Integrations with 3rd-party Software
ConvergeHub
Feature Set Not Supported
N/A

6.6
Insightly
66%
Insightly ranks higher in 2/2 features
Insightly ranks higher in 2/2 features
Marketing automation
N/A
0 Ratings

8.1
81%
100 Ratings
Compensation management
N/A
0 Ratings

5.1
51%
4 Ratings
Attribute Ratings
- Insightly is rated higher in 1 area: Likelihood to Recommend
Likelihood to Recommend
8.0
ConvergeHub
80%
1 Rating

8.2
Insightly
82%
329 Ratings
Likelihood to Renew
ConvergeHub
N/A
0 Ratings

7.1
Insightly
71%
20 Ratings
Usability
ConvergeHub
N/A
0 Ratings

9.0
Insightly
90%
62 Ratings
Availability
ConvergeHub
N/A
0 Ratings

10.0
Insightly
100%
6 Ratings
Performance
ConvergeHub
N/A
0 Ratings

8.3
Insightly
83%
44 Ratings
Support Rating
ConvergeHub
N/A
0 Ratings

8.4
Insightly
84%
42 Ratings
Online Training
ConvergeHub
N/A
0 Ratings

9.0
Insightly
90%
5 Ratings
Implementation Rating
ConvergeHub
N/A
0 Ratings

8.6
Insightly
86%
57 Ratings
Product Scalability
ConvergeHub
N/A
0 Ratings

7.8
Insightly
78%
6 Ratings
Likelihood to Recommend
ConvergeHub
It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
Insightly
I think Insightly is a pretty good option for anyone looking for a database for their contacts. The different plans allow for a small number of contacts to a larger number for bigger companies. I'm not sure that really is a database that is completely perfect for everyone, but Insightly does a great job of covering at least a little bit of everything which makes it relevant to a lot of industries. I would say that if you are a really tiny company, this probably isn't the best software for your contact.
Owner
Desktop Deputy Virtual AssistantConsumer Services, 1-10 employees
Pros
ConvergeHub
- 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.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
Insightly
- It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
- I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
- I can automatically subscribe my leads to the email list through the web forms provided by Insightly.
CMO (Chief Marketing Officer)
Spectrum ReachMarketing & Advertising, 1001-5000 employees
Cons
ConvergeHub
- 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.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
Insightly
- Without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
- Would like to be able to edit (re-order) the list of LIST VIEW queries
- It would be great if the STATE field had a dropdown with the states listed
- In NOTES, you can report on Comment count - It would be nice you could report on comment count in TASKS also

Verified User
Administrative Assistant in Other
Non-profit Organization Management Company, 1-10 employeesPricing Details
ConvergeHub
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Starting Price
$9 per user - per month
ConvergeHub Editions & Modules
Edition
Lite | $91 |
---|---|
Professional | $291 |
Premium | $591 |
- per user - per month
Additional Pricing Details
—Insightly
General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
$0 per month Up to 2 users
Insightly Editions & Modules
Edition
Plus | $29.001 |
---|---|
Professional | $49.001 |
Enterprise | $99.001 |
Free | $02 |
- Per User/Per Month (billed annually)
- per month Up to 2 users
Additional Pricing Details
—Likelihood to Renew
ConvergeHub
No score
No answers yet
No answers on this topic
Insightly
Insightly 7.1
Based on 20 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
Development Coordinator / Implementation Specialist
the school collectiveComputer Software, 1-10 employees
Usability
ConvergeHub
No score
No answers yet
No answers on this topic
Insightly
Insightly 9.0
Based on 62 answers
Insightly cannot store large amount of data as it has limitation of storing large amount of data and that requires a lot of effort. It requires great amount of computation time as well to perform territory and customer segmentation analysis based on algorithm used which leads to delay in delivery of projects.

Verified User
Analyst in Engineering
Health, Wellness and Fitness Company, 10,001+ employeesReliability and Availability
ConvergeHub
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.
Owner
Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees
Performance
ConvergeHub
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.
Project Manager
Henkels & McCoy, Inc.Construction, 5001-10,000 employees
Support Rating
ConvergeHub
No score
No answers yet
No answers on this topic
Insightly
Insightly 8.4
Based on 42 answers
We're very disappointed with the technical support Insightly has to offer. Firstly, there is a lack of proper training modules or technical resources available online, even with a strong community of users. Then, their support team is highly unresponsive and so slow in getting a speedy resolution to your problem. We have faced issues in the past and it was almost impossible to get in touch with their support team. On the other hand, during implementation, their support team was great and made sure everything was set up properly and smoothly.
Business Operations Manager
ZS AssociatesManagement Consulting, 5001-10,000 employees
Online Training
ConvergeHub
No score
No answers yet
No answers on this topic
Insightly
Insightly 9.0
Based on 5 answers
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
Network Operation
Alcance Media GroupMarketing and Advertising, 11-50 employees
Implementation Rating
ConvergeHub
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!
Chief Information Officer
One Digital MediaInformation Technology and Services, 51-200 employees
Alternatives Considered
ConvergeHub
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.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
Insightly
Insightly is cheaper compared to Intercom and catered to our needs as much as we wanted, hence we chose Insightly. They do offer the usual CRM things we needed, on top of which they also support workflow automation, email management as well as marketing tool. So no sense in choosing another expensive software compared to this one.

Verified User
Analyst in Finance and Accounting
Financial Services Company, 10,001+ employeesScalability
ConvergeHub
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.
Vice President
Shadow Polymer Industries, IncMedical Devices, 11-50 employees
Return on Investment
ConvergeHub
- 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.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
Insightly
- The sales process has been more accessible and it has also been easier to read reports, avoiding the previous confusion.
- As it is an all-in-one platform, less staff is required to do CRM and project monitoring.
- I have been able to attract a large number of new clients by being able to have a different CRM platform where an excellent operation and performance is found, streamlining the work process.
Territory Sales Manager
AltriaConsumer Goods, 5001-10,000 employees