What users are saying about
9 Ratings
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Top Rated
661 Ratings
9 Ratings
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Score 8.8 out of 100

Insightly

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Top Rated
661 Ratings
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Score 7.9 out of 100

Feature Set Ratings

  • Cosential ranks higher in 4 feature sets: Sales Force Automation, CRM Project Management, CRM Reporting & Analytics, Security
  • Insightly ranks higher in 4 feature sets: Marketing Automation, Social CRM, Integrations with 3rd-party Software, Platform
  • Cosential and Insightly are tied in 1 feature set: Customization

Sales Force Automation

8.7

Cosential

87%
8.1

Insightly

81%
Cosential ranks higher in 5/9 features

Customer data management / contact management

10.0
100%
1 Rating
9.0
90%
304 Ratings

Workflow management

6.0
60%
1 Rating
8.7
87%
272 Ratings

Territory management

9.0
90%
1 Rating
8.1
81%
31 Ratings

Opportunity management

10.0
100%
1 Rating
8.4
84%
279 Ratings

Integration with email client (e.g., Outlook or Gmail)

10.0
100%
1 Rating
8.7
87%
284 Ratings

Interaction tracking

9.0
90%
1 Rating
8.1
81%
249 Ratings

Channel / partner relationship management

7.0
70%
1 Rating
7.7
77%
24 Ratings

Contract management

N/A
0 Ratings
6.5
65%
21 Ratings

Quote & order management

N/A
0 Ratings
7.8
78%
24 Ratings

Marketing Automation

7.5

Cosential

75%
8.0

Insightly

80%
Cosential ranks higher in 1/2 features

Lead management

10.0
100%
1 Rating
8.1
81%
237 Ratings

Email marketing

5.0
50%
1 Rating
8.0
80%
192 Ratings

CRM Project Management

8.0

Cosential

80%
7.6

Insightly

76%
Insightly ranks higher in 2/3 features

Task management

7.0
70%
1 Rating
8.4
84%
292 Ratings

Reporting

9.0
90%
1 Rating
8.3
83%
245 Ratings

Billing and invoicing management

N/A
0 Ratings
6.0
60%
39 Ratings

CRM Reporting & Analytics

8.7

Cosential

87%
8.2

Insightly

82%
Cosential ranks higher in 2/3 features

Forecasting

6.0
60%
1 Rating
7.0
70%
92 Ratings

Pipeline visualization

10.0
100%
1 Rating
8.8
88%
242 Ratings

Customizable reports

10.0
100%
1 Rating
8.7
87%
234 Ratings

Customization

7.5

Cosential

75%
7.5

Insightly

75%
Insightly ranks higher in 3/4 features

Custom fields

9.0
90%
1 Rating
8.6
86%
266 Ratings

Custom objects

6.0
60%
1 Rating
7.7
77%
34 Ratings

Scripting environment

N/A
0 Ratings
6.8
68%
6 Ratings

API for custom integration

N/A
0 Ratings
7.0
70%
124 Ratings

Security

10.0

Cosential

100%
8.7

Insightly

87%
Cosential ranks higher in 2/2 features

Single sign-on capability

10.0
100%
1 Rating
8.8
88%
202 Ratings

Role-based user permissions

10.0
100%
1 Rating
8.5
85%
133 Ratings

Social CRM

5.0

Cosential

50%
7.4

Insightly

74%
Insightly ranks higher in 2/2 features

Social data

5.0
50%
1 Rating
6.8
68%
25 Ratings

Social engagement

5.0
50%
1 Rating
8.0
80%
78 Ratings

Integrations with 3rd-party Software

5.0

Cosential

50%
6.6

Insightly

66%
Insightly ranks higher in 2/2 features

Marketing automation

5.0
50%
1 Rating
8.1
81%
100 Ratings

Compensation management

N/A
0 Ratings
5.1
51%
4 Ratings

Platform

7.0

Cosential

70%
8.9

Insightly

89%
Insightly ranks higher in 1/1 features

Mobile access

7.0
70%
1 Rating
8.9
89%
259 Ratings

Customer Service & Support

Cosential

Feature Set Not Supported
N/A
7.1

Insightly

71%
Insightly ranks higher in 3/3 features

Case management

N/A
0 Ratings
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

Attribute Ratings

  • Cosential is rated higher in 1 area: Likelihood to Recommend
  • Insightly is rated higher in 2 areas: Usability, Support Rating

Likelihood to Recommend

10.0

Cosential

100%
1 Rating
8.2

Insightly

82%
329 Ratings

Likelihood to Renew

Cosential

N/A
0 Ratings
7.1

Insightly

71%
20 Ratings

Usability

8.0

Cosential

80%
1 Rating
9.0

Insightly

90%
62 Ratings

Availability

Cosential

N/A
0 Ratings
10.0

Insightly

100%
6 Ratings

Performance

Cosential

N/A
0 Ratings
8.3

Insightly

83%
44 Ratings

Support Rating

8.0

Cosential

80%
1 Rating
8.4

Insightly

84%
42 Ratings

Online Training

Cosential

N/A
0 Ratings
9.0

Insightly

90%
5 Ratings

Implementation Rating

Cosential

N/A
0 Ratings
8.6

Insightly

86%
57 Ratings

Product Scalability

Cosential

N/A
0 Ratings
7.8

Insightly

78%
6 Ratings

Likelihood to Recommend

Cosential

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

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

  • 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

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

  • 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

Cosential

General

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

Starting Price

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

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

Cosential

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

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 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

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 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

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

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

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 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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