ConvergeHub vs. Insightly Marketing

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 Marketing
Score 7.1 out of 10
N/A
Insightly Marketing is marketing automation made simple. It is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights faster. The vendor states it has an easy-to-use interface for creating customer journeys, email templates, customer newsletters and shareable dashboards. WIth it, they say users can build engaging campaigns and grow a pipeline to support sales in minutes.
$99
per month
Pricing
ConvergeHubInsightly Marketing
Editions & Modules
Lite
$9
per user - per month
Professional
$29
per user - per month
Premium
$59
per user - per month
Plus
$99 per month
billed annually
Professional
$499 per month
billed annually
Enterprise
$999 per month
billed annually
Offerings
Pricing Offerings
ConvergeHubInsightly Marketing
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Features
ConvergeHubInsightly Marketing
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 Marketing
-
Ratings
Customer data management / contact management9.01 Ratings00 Ratings
Workflow management9.01 Ratings00 Ratings
Territory management8.01 Ratings00 Ratings
Opportunity management9.01 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.01 Ratings00 Ratings
Contract management8.01 Ratings00 Ratings
Quote & order management9.01 Ratings00 Ratings
Interaction tracking8.01 Ratings00 Ratings
Channel / partner relationship management8.01 Ratings00 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 Marketing
-
Ratings
Case management7.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ConvergeHub
9.0
1 Ratings
17% above category average
Insightly Marketing
-
Ratings
Lead management9.01 Ratings00 Ratings
Email marketing9.01 Ratings00 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 Marketing
-
Ratings
Task management9.01 Ratings00 Ratings
Billing and invoicing management9.01 Ratings00 Ratings
Reporting9.01 Ratings00 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 Marketing
-
Ratings
Pipeline visualization8.01 Ratings00 Ratings
Customizable reports8.01 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
ConvergeHub
7.5
1 Ratings
1% below category average
Insightly Marketing
-
Ratings
Custom fields8.01 Ratings00 Ratings
API for custom integration7.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
ConvergeHub
9.0
1 Ratings
18% above category average
Insightly Marketing
-
Ratings
Mobile access9.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
ConvergeHub
9.0
1 Ratings
8% above category average
Insightly Marketing
-
Ratings
Role-based user permissions9.01 Ratings00 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
ConvergeHub
-
Ratings
Insightly Marketing
7.8
2 Ratings
0% above category average
WYSIWYG email editor00 Ratings7.01 Ratings
Dynamic content00 Ratings7.02 Ratings
Ability to test dynamic content00 Ratings7.52 Ratings
Landing pages00 Ratings7.52 Ratings
A/B testing00 Ratings7.01 Ratings
Mobile optimization00 Ratings10.01 Ratings
Email deliverability reporting00 Ratings7.01 Ratings
List management00 Ratings9.02 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
ConvergeHub
-
Ratings
Insightly Marketing
9.5
1 Ratings
20% above category average
Lead nurturing automation00 Ratings10.01 Ratings
Lead scoring and grading00 Ratings9.01 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
ConvergeHub
-
Ratings
Insightly Marketing
9.0
1 Ratings
17% above category average
Calendaring00 Ratings9.01 Ratings
Event/webinar marketing00 Ratings9.01 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
ConvergeHub
-
Ratings
Insightly Marketing
8.5
2 Ratings
13% above category average
Dashboards00 Ratings8.52 Ratings
Standard reports00 Ratings9.02 Ratings
Custom reports00 Ratings7.92 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
ConvergeHub
-
Ratings
Insightly Marketing
8.2
2 Ratings
8% above category average
API00 Ratings8.02 Ratings
Customizability00 Ratings8.52 Ratings
Best Alternatives
ConvergeHubInsightly Marketing
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Vbout
Vbout
Score 9.5 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ConvergeHubInsightly Marketing
Likelihood to Recommend
8.0
(1 ratings)
1.0
(3 ratings)
Usability
-
(0 ratings)
1.0
(1 ratings)
User Testimonials
ConvergeHubInsightly Marketing
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.
It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.
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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.
  • Manage Customer Data
  • Link Projects to People
  • Automate Follow-up Reminders
  • Track Emails
  • Create Reports
  • Create Lists
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.
  • In my opinion, Journeys have very limited trigger and response capabilities
  • Allowing HTML options for landing pages
  • Customer support - I leave conversations with support and success feeling more confused or frustrated. I believe one account rep was playing video games while on a review call.
  • List management - uploads, reducing duplicates, general hygine
  • UI - it’s very hard to know where to click or how to do something new, in my opinion.
Read full review
Usability
ConvergeHub
No answers on this topic
Insightly, Inc.
There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.
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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.
Easy to check the phases and notes while EP is more for the project [management].
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.
  • Saves Time
  • Increases Sales
  • Increases Customer Engagement
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 Marketing Screenshots

Screenshot of Screenshot of Screenshot of