Cosential vs Insightly

What users are saying about

Score 8.8 out of 10

Based on 9 reviews and ratings

Score 7.9 out of 10

Based on 661 reviews and ratings

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

Cosential

100%

1 Rating

8.2

Insightly

82%

329 Ratings

Cosential

N/A

0 Ratings

7.1

Insightly

71%

20 Ratings

Cosential

80%

1 Rating

9.0

Insightly

90%

62 Ratings

Cosential

N/A

0 Ratings

10.0

Insightly

100%

6 Ratings

Cosential

N/A

0 Ratings

8.3

Insightly

83%

44 Ratings

Cosential

80%

1 Rating

8.4

Insightly

84%

42 Ratings

Cosential

N/A

0 Ratings

9.0

Insightly

90%

5 Ratings

Cosential

N/A

0 Ratings

8.6

Insightly

86%

57 Ratings

Cosential

N/A

0 Ratings

7.8

Insightly

78%

6 Ratings

Pros

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.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

View all 1 answers on this topic

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.

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Michael Guth

CMO (Chief Marketing Officer)

Spectrum ReachMarketing & Advertising, 1001-5000 employees

View all 329 answers on this topic

Cons

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.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

View all 1 answers on this topic

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

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Verified User

Administrative Assistant in Other

Non-profit Organization Management Company, 1-10 employees

View all 329 answers on this topic

Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

Starting Price

—

Cosential Editions & Modules

—

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Starting Price

$0 per month Up to 2 users

Insightly Editions & Modules

Edition

Plus	$29.00¹
Professional	$49.00¹
Enterprise	$99.00¹
Free	$0²

Per User/Per Month (billed annually)
per month Up to 2 users

Additional Pricing Details

—

Likelihood to Renew

No score

No answers yet

No answers on this topic

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

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Vanessa Johnson

Development Coordinator / Implementation Specialist

the school collectiveComputer Software, 1-10 employees

View all 20 answers on this topic

Usability

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.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

View all 1 answers on this topic

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.

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Verified User

Analyst in Engineering

Health, Wellness and Fitness Company, 10,001+ employees

View all 62 answers on this topic

Reliability and Availability

No score

No answers yet

No answers on this topic

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.

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Jane Beisell PMP, CIA

Owner

Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees

View all 6 answers on this topic

Performance

No score

No answers yet

No answers on this topic

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.

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Douglas Psulkowski, P.E.

Project Manager

Henkels & McCoy, Inc.Construction, 5001-10,000 employees

View all 44 answers on this topic

Support Rating

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.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

View all 1 answers on this topic

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.

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Shivam Bhatt

Business Operations Manager

ZS AssociatesManagement Consulting, 5001-10,000 employees

View all 42 answers on this topic

Online Training

No score

No answers yet

No answers on this topic

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

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Eduardo Reyes

Network Operation

Alcance Media GroupMarketing and Advertising, 11-50 employees

View all 5 answers on this topic

Implementation Rating

No score

No answers yet

No answers on this topic

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!

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Jeremy Grant

Chief Information Officer

One Digital MediaInformation Technology and Services, 51-200 employees

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Alternatives Considered

Cosential is specific to the A/E industry and is the most intuitive software we found for construction.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

View all 1 answers on this topic

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.

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Verified User

Analyst in Finance and Accounting

Financial Services Company, 10,001+ employees

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Scalability

No score

No answers yet

No answers on this topic

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.

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Phil Cashen

Vice President

Shadow Polymer Industries, IncMedical Devices, 11-50 employees

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Return on Investment

Allowed for common tracking by business developers in different regions.
Helped us quantify effort.
Provides great reports for management.

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Kevin Shaw

Vice-President - Marketing

WIELANDConstruction, 51-200 employees

View all 1 answers on this topic

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.

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Stella Olsson

Territory Sales Manager

AltriaConsumer Goods, 5001-10,000 employees

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Screenshots

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See All (7) Insightly Screenshots

Cosential

Insightly

Cosential

Insightly

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Interaction tracking

Channel / partner relationship management

Contract management

Quote & order management

Cosential

Insightly

Lead management

Email marketing

Cosential

Insightly

Task management

Reporting

Billing and invoicing management

Cosential

Insightly

Forecasting

Pipeline visualization

Customizable reports

Cosential

Insightly

Custom fields

Custom objects

Scripting environment

API for custom integration

Cosential

Insightly

Single sign-on capability

Role-based user permissions

Cosential

Insightly

Social data

Social engagement

Cosential

Insightly

Marketing automation

Compensation management

Cosential

Insightly

Mobile access

Cosential

Insightly

Case management

Call center management

Help desk management

Cosential

Insightly

Cosential

Insightly

Cosential

Insightly

Cosential

Insightly

Cosential

Insightly

Cosential

Insightly

Cosential

Insightly

Cosential

Insightly

Cosential

Insightly

Likelihood to Recommend

Cosential

Insightly

Pros

Cosential

Insightly

Cons

Cosential

Insightly