What users are saying about
2 Ratings
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Top Rated
661 Ratings
2 Ratings
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Score 8 out of 100

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

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

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

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

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

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

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

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

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

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

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

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.
Prashant Choudhary | TrustRadius Reviewer

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.
Amy O'Day | TrustRadius Reviewer

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.
Prashant Choudhary | TrustRadius Reviewer

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.
Michael Guth | TrustRadius Reviewer

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.
Prashant Choudhary | TrustRadius Reviewer

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
Anonymous | TrustRadius Reviewer

Pricing 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
  1. 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
  1. Per User/Per Month (billed annually)
  2. 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
Vanessa Johnson | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Reliability 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.
Jane Beisell PMP, CIA | TrustRadius Reviewer

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.
Douglas Psulkowski, P.E. | TrustRadius Reviewer

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.
Shivam Bhatt | TrustRadius Reviewer

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
Eduardo Reyes | TrustRadius Reviewer

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!
Jeremy Grant | TrustRadius Reviewer

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.
Prashant Choudhary | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Scalability

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.
Phil Cashen | TrustRadius Reviewer

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.
Prashant Choudhary | TrustRadius Reviewer

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.
Stella Olsson | TrustRadius Reviewer

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