Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ConvergeHub
Score 8.0 out of 10
Small Businesses (1-50 employees)
ConvergeHub is a converged CRM for SMBs. According to the vendor, this solution can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The vendor’s value proposition is that the features are optimized for small to medium-sized businesses that have the same needs as large corporations–but don’t have massive budgets to integrate or pay for expensive add-ons. All ConvergeHub CRM…
$9
per user - per month
Insightly
Score 8.7 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.
$0
per month Up to 2 users
Pricing
ConvergeHubInsightly
Editions & Modules
Lite
$9
per user - per month
Professional
$29
per user - per month
Premium
$59
per user - per month
Free
$0
per month Up to 2 users
Plus
$29.00
Per User/Per Month (billed annually)
Professional
$49.00
Per User/Per Month (billed annually)
Enterprise
$99.00
Per User/Per Month (billed annually)
Offerings
Pricing Offerings
ConvergeHubInsightly
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
ConvergeHubInsightly
Top Pros
Top Cons
Features
ConvergeHubInsightly
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ConvergeHub
8.3
1 Ratings
8% above category average
Insightly
7.6
379 Ratings
1% below category average
Customer data management / contact management9.01 Ratings8.8365 Ratings
Workflow management9.01 Ratings8.2331 Ratings
Territory management8.01 Ratings7.357 Ratings
Opportunity management9.01 Ratings7.9332 Ratings
Integration with email client (e.g., Outlook or Gmail)7.01 Ratings7.9338 Ratings
Contract management8.01 Ratings6.521 Ratings
Quote & order management9.01 Ratings6.652 Ratings
Interaction tracking8.01 Ratings7.4295 Ratings
Channel / partner relationship management8.01 Ratings7.724 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ConvergeHub
7.0
1 Ratings
7% below category average
Insightly
7.1
13 Ratings
6% below category average
Case management7.01 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
ConvergeHub
9.0
1 Ratings
18% above category average
Insightly
7.6
296 Ratings
1% above category average
Lead management9.01 Ratings8.1282 Ratings
Email marketing9.01 Ratings7.1232 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ConvergeHub
9.0
1 Ratings
17% above category average
Insightly
7.8
365 Ratings
3% above category average
Task management9.01 Ratings8.5356 Ratings
Billing and invoicing management9.01 Ratings6.039 Ratings
Reporting9.01 Ratings8.9302 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ConvergeHub
8.0
1 Ratings
5% above category average
Insightly
8.0
326 Ratings
5% above category average
Pipeline visualization8.01 Ratings8.4304 Ratings
Customizable reports8.01 Ratings8.5291 Ratings
Forecasting00 Ratings7.092 Ratings
Customization
Comparison of Customization features of Product A and Product B
ConvergeHub
7.5
1 Ratings
1% below category average
Insightly
8.2
326 Ratings
8% above category average
Custom fields8.01 Ratings9.2325 Ratings
API for custom integration7.01 Ratings8.0166 Ratings
Custom objects00 Ratings8.987 Ratings
Scripting environment00 Ratings6.86 Ratings
Platform
Comparison of Platform features of Product A and Product B
ConvergeHub
9.0
1 Ratings
18% above category average
Insightly
8.7
299 Ratings
15% above category average
Mobile access9.01 Ratings8.7299 Ratings
Security
Comparison of Security features of Product A and Product B
ConvergeHub
9.0
1 Ratings
8% above category average
Insightly
8.0
278 Ratings
4% below category average
Role-based user permissions9.01 Ratings7.8182 Ratings
Single sign-on capability00 Ratings8.2248 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
ConvergeHub
-
Ratings
Insightly
7.4
90 Ratings
2% 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
ConvergeHub
-
Ratings
Insightly
5.9
136 Ratings
19% below category average
Marketing automation00 Ratings6.7136 Ratings
Compensation management00 Ratings5.14 Ratings
Best Alternatives
ConvergeHubInsightly
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ConvergeHubInsightly
Likelihood to Recommend
8.0
(1 ratings)
8.9
(398 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(32 ratings)
Usability
-
(0 ratings)
8.8
(134 ratings)
Availability
-
(0 ratings)
9.1
(5 ratings)
Performance
-
(0 ratings)
8.2
(24 ratings)
Support Rating
-
(0 ratings)
7.9
(33 ratings)
Online Training
-
(0 ratings)
9.1
(7 ratings)
Implementation Rating
-
(0 ratings)
7.4
(25 ratings)
Configurability
-
(0 ratings)
9.6
(17 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.1
(2 ratings)
Ease of integration
-
(0 ratings)
9.1
(10 ratings)
Product Scalability
-
(0 ratings)
9.1
(8 ratings)
Professional Services
-
(0 ratings)
10.0
(1 ratings)
Vendor post-sale
-
(0 ratings)
9.1
(2 ratings)
Vendor pre-sale
-
(0 ratings)
9.1
(2 ratings)
User Testimonials
ConvergeHubInsightly
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.
Read full review
Insightly, Inc.
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
Read full review
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.
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
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.
Read full review
Insightly, Inc.
  • There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
  • Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
  • Items such as Contacts and Organizations don't always link together.
Read full review
Likelihood to Renew
ConvergeHub
No answers on this topic
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
Read full review
Usability
ConvergeHub
No answers on this topic
Insightly, Inc.
The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
Read full review
Reliability and Availability
ConvergeHub
No answers on this topic
Insightly, Inc.
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.
Read full review
Performance
ConvergeHub
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
ConvergeHub
No answers on this topic
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.
Read full review
Online Training
ConvergeHub
No answers on this topic
Insightly, Inc.
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
Read full review
Implementation Rating
ConvergeHub
No answers on this topic
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
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.
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
Read full review
Contract Terms and Pricing Model
ConvergeHub
No answers on this topic
Insightly, Inc.
My boss handles this but I think it has been fine.
Read full review
Scalability
ConvergeHub
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.
Read full review
Professional Services
ConvergeHub
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
Read full review
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.
Read full review
Insightly, Inc.
  • We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
  • Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.
Read full review
ScreenShots

ConvergeHub Screenshots

Screenshot of ConvergeHub dashboard provides a quick and precise snapshot of the key business metrics, namely – Deals by Expected Close Date; Leads by Source; Lead Acquisition & Deal Acquisition and so on.Screenshot of ConvergeHub calendar  allows users to schedule, reschedule, organize, add and edit the tasks. Users can share the calendar with colleagues for quick collaboration. They can check tasks due dates and get notified about upcoming meetings.Screenshot of Users can frame and run marketing campaigns across four broadcast mediums – Email, Direct Mail, SMS and Social. At the end of every campaign, they can use the cross-channel campaign tracking feature to measure the campaign performance and identify the most profitable channels.Screenshot of ConvergeHub provides Case History
 for every customer stored in the CRM. The case history section includes  important details like - total number of cases, assigned customer support agents, case resolution status and case closure date.Screenshot of ConvergeHub Library module enables users to store, share and manage important files, collaterals, brochures, presentations and case studies for every target, lead, account, contact, deal and customer.Screenshot of ConvergeHub facilitates its users to store all business contacts within one  unified database that is accessible round-the-clock from any internet-enabled device. The contact details section includes information such as  email, phone number, meeting notes, to-do lists and documents. Users can customize the contacts management section and add comments, notes, events and files to the contacts.

Insightly Screenshots

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of