What users are saying about
9 Ratings
Top Rated
626 Ratings
9 Ratings
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Score 8.8 out of 100
Top Rated
626 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Likelihood to Recommend

Cosential

Great for medium and large construction companies that have a specific salesforce.
Kevin Shaw | TrustRadius Reviewer

Insightly

It provides real-time updates on the campaigns and projects that are carried out within this platform. It is simple to use, but I recommend it for small projects because it lacks certain tools that would define it as a professional CRM tool.
Stella Olsson | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Cosential
8.7
Insightly
8.0
Customer data management / contact management
Cosential
10.0
Insightly
8.8
Workflow management
Cosential
6.0
Insightly
7.8
Territory management
Cosential
9.0
Insightly
7.8
Opportunity management
Cosential
10.0
Insightly
8.2
Integration with email client (e.g., Outlook or Gmail)
Cosential
10.0
Insightly
8.5
Interaction tracking
Cosential
9.0
Insightly
8.2
Channel / partner relationship management
Cosential
7.0
Insightly
7.7
Contract management
Cosential
Insightly
6.5
Quote & order management
Cosential
Insightly
8.5

Marketing Automation

Cosential
7.5
Insightly
7.7
Lead management
Cosential
10.0
Insightly
8.0
Email marketing
Cosential
5.0
Insightly
7.4

CRM Project Management

Cosential
8.0
Insightly
7.2
Task management
Cosential
7.0
Insightly
7.7
Reporting
Cosential
9.0
Insightly
8.0
Billing and invoicing management
Cosential
Insightly
6.0

CRM Reporting & Analytics

Cosential
8.7
Insightly
7.4
Forecasting
Cosential
6.0
Insightly
7.0
Pipeline visualization
Cosential
10.0
Insightly
7.9
Customizable reports
Cosential
10.0
Insightly
7.3

Customization

Cosential
7.5
Insightly
7.2
Custom fields
Cosential
9.0
Insightly
7.6
Custom objects
Cosential
6.0
Insightly
7.4
Scripting environment
Cosential
Insightly
6.8
API for custom integration
Cosential
Insightly
6.8

Security

Cosential
10.0
Insightly
8.7
Single sign-on capability
Cosential
10.0
Insightly
9.1
Role-based user permissions
Cosential
10.0
Insightly
8.4

Social CRM

Cosential
5.0
Insightly
7.4
Social data
Cosential
5.0
Insightly
6.8
Social engagement
Cosential
5.0
Insightly
8.0

Integrations with 3rd-party Software

Cosential
5.0
Insightly
6.1
Marketing automation
Cosential
5.0
Insightly
7.1
Compensation management
Cosential
Insightly
5.1

Platform

Cosential
7.0
Insightly
7.3
Mobile access
Cosential
7.0
Insightly
7.3

Customer Service & Support

Cosential
Insightly
7.1
Case management
Cosential
Insightly
7.0
Call center management
Cosential
Insightly
7.2
Help desk management
Cosential
Insightly
7.1

Pros

Cosential

  • Inputting of companies and leads who may become prospects.
  • Creating specific opportunities for construction projects.
  • Tracking opportunities through the entire sales cycle.
  • Inputting detailed notes and activity by the Sales team.
Kevin Shaw | TrustRadius Reviewer

Insightly

  • Insightly competes extremely well cost-wise with almost all other CRMs with similar capabilities that are out there.
  • The customer service portal contains a lot of helpful information that is fairly easy to search and navigate. When at a loss, contacting a real person for help via email is easy.
  • The contact and organization records are easy to search and download. Duplicates are fairly easy to merge.
Anonymous | TrustRadius Reviewer

Cons

Cosential

  • The open software is somewhat difficult to master as an administrator.
  • Report writing could be more intuitive.
  • The company seems to cater to larger users.
Kevin Shaw | TrustRadius Reviewer

Insightly

  • 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.
Tommy L. Chambers | TrustRadius Reviewer

Likelihood to Renew

Cosential

No score
No answers yet
No answers on this topic

Insightly

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
Vanessa Johnson | TrustRadius Reviewer

Usability

Cosential

Cosential 8.0
Based on 1 answer
Cosential is very intuitive for the AEC industry and has the ability to be customized for your specific needs. The reports are especially helpful, with good visual dashboards.
Kevin Shaw | TrustRadius Reviewer

Insightly

Insightly 10.0
Based on 49 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.
Julie Webster | TrustRadius Reviewer

Reliability and Availability

Cosential

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

Cosential

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

Cosential

Cosential 8.0
Based on 1 answer
My original trainer / implementation specialist was fantastic. That relationship has continued, even though I have been officially handed off to the customer service side. The customer service side seems to have higher turnover than normal, but in general they are also very supportive, although not as responsive as I might like.
Kevin Shaw | TrustRadius Reviewer

Insightly

Insightly 5.8
Based on 30 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.
Randie Frederick | TrustRadius Reviewer

Online Training

Cosential

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

Cosential

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

Cosential

Cosential is specific to the A/E industry and is the most intuitive software we found for construction.
Kevin Shaw | TrustRadius Reviewer

Insightly

Salesforce will always be the crown jewel of CRM tools. The robust features and ability to integrate with other tools makes it difficult to challenge. But you get what you pay for and Salesforce is incredibly expensive. That's why my company likes using Insightly because of the cost impact to our business. It's not nearly as pricey and we end up using most of the features available.
Anonymous | TrustRadius Reviewer

Scalability

Cosential

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

Cosential

  • Allowed for common tracking by business developers in different regions.
  • Helped us quantify effort.
  • Provides great reports for management.
Kevin Shaw | TrustRadius Reviewer

Insightly

  • 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.
Chris Stephens, CTS | TrustRadius Reviewer

Screenshots

Pricing Details

Cosential

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Cosential Editions & Modules

Additional Pricing Details

Insightly

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Insightly Editions & Modules

Edition
Marketing - Plus$2991
Marketing - Professional$5991
Marketing - Enterprise$1,2991
CRM - Plus$292
CRM - Professional$492
CRM - Enterprise$992
  1. per month
  2. per user/per month
Additional Pricing Details
All plans are billed annually.

Rating Summary

Likelihood to Recommend

Cosential
10.0
Insightly
8.3

Likelihood to Renew

Cosential
Insightly
9.0

Usability

Cosential
8.0
Insightly
10.0

Reliability and Availability

Cosential
Insightly
10.0

Performance

Cosential
Insightly
8.3

Support Rating

Cosential
8.0
Insightly
5.8

Online Training

Cosential
Insightly
9.0

Implementation Rating

Cosential
Insightly
8.6

Scalability

Cosential
Insightly
7.8

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