What users are saying about
25 Ratings
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Top Rated
621 Ratings
25 Ratings
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Score 9.4 out of 100

Insightly

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Top Rated
621 Ratings
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Score 8 out of 100

Likelihood to Recommend

Creatio

If you have an in-house expert, then this product, due to its customization abilities, is a great choice for a CRM. However, due to Creatio's low-code approach, there are areas where end-users can make their own changes and customizations without the need for a developer. One such case is building out team dashboards for real-time reporting.
Carl Moore | TrustRadius Reviewer

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Creatio
9.5
Insightly
7.8
Customer data management / contact management
Creatio
9.9
Insightly
8.7
Workflow management
Creatio
9.6
Insightly
7.8
Territory management
Creatio
9.1
Insightly
7.5
Opportunity management
Creatio
9.6
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Creatio
9.4
Insightly
8.3
Contract management
Creatio
9.5
Insightly
6.5
Quote & order management
Creatio
10.0
Insightly
8.0
Interaction tracking
Creatio
9.2
Insightly
8.1
Channel / partner relationship management
Creatio
9.4
Insightly
7.7

Customer Service & Support

Creatio
9.1
Insightly
7.1
Case management
Creatio
9.7
Insightly
7.0
Call center management
Creatio
8.5
Insightly
7.2
Help desk management
Creatio
9.1
Insightly
7.1

Marketing Automation

Creatio
9.6
Insightly
7.7
Lead management
Creatio
9.6
Insightly
7.9
Email marketing
Creatio
9.5
Insightly
7.5

CRM Project Management

Creatio
9.0
Insightly
7.1
Task management
Creatio
9.4
Insightly
7.5
Billing and invoicing management
Creatio
8.2
Insightly
6.0
Reporting
Creatio
9.5
Insightly
7.9

CRM Reporting & Analytics

Creatio
9.5
Insightly
7.3
Forecasting
Creatio
9.4
Insightly
7.0
Pipeline visualization
Creatio
9.4
Insightly
7.6
Customizable reports
Creatio
9.5
Insightly
7.2

Customization

Creatio
9.9
Insightly
7.1
Custom fields
Creatio
9.9
Insightly
7.4
Custom objects
Creatio
9.9
Insightly
7.1
Scripting environment
Creatio
10.0
Insightly
6.8
API for custom integration
Creatio
9.8
Insightly
7.2

Security

Creatio
9.2
Insightly
8.4
Single sign-on capability
Creatio
9.1
Insightly
8.8
Role-based user permissions
Creatio
9.2
Insightly
8.1

Social CRM

Creatio
9.4
Insightly
7.4
Social data
Creatio
9.2
Insightly
6.8
Social engagement
Creatio
9.7
Insightly
8.0

Integrations with 3rd-party Software

Creatio
8.4
Insightly
6.2
Marketing automation
Creatio
8.4
Insightly
7.2
Compensation management
Creatio
Insightly
5.1

Platform

Creatio
9.0
Insightly
7.7
Mobile access
Creatio
9.0
Insightly
7.7

Pros

Creatio

  • Customization: We have heavily customized the system. Creatio has been excellent in helping build requirements & see these through to implementation.
  • The system is really easy to use. Users pick it up & love it immediately.
  • Support is superb: If we have any issues or want to change the system at all, the team is always there helping by being fast, efficient & friendly
  • Cost: Definitely competitive.
Will Ludgate | TrustRadius Reviewer

Insightly

  • Within GMAIL - the sidebar is an amazing tool and has so much potential!
  • Within GMAIL - so save into Insightly and link is very very helpful
  • Insightly's search is very good
  • Being able to tag the contact is helpful
  • The corroboration with Mailchimp is awesome
Joanne Grams | TrustRadius Reviewer

Cons

Creatio

  • Having more marketplace solutions that add to the system’s functionality would be great.
  • We look forward to further enhancements in ML (even though Creatio already has some AI-powered solutions in place).
  • We would also like to see some improvements to the customer portal.
Tatyana Yaroshenko | 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

Creatio

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

Creatio

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.4
Based on 48 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

Creatio

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

Creatio

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

Creatio

No score
No answers yet
No answers on this topic

Insightly

Insightly 1.5
Based on 29 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

Creatio

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Jane Beisell PMP, CIA | TrustRadius Reviewer

Implementation Rating

Creatio

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

Creatio

The system’s UI, rich functionality, and a great potential for scalability made the system stand out among other vendors. It is a fully-fledged solution that allowed us to work with customer data way more efficiently and improve our processes on a regular basis.
Vladlen Manastiretskiy | TrustRadius Reviewer

Insightly

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak | TrustRadius Reviewer

Scalability

Creatio

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

Creatio

  • bpm'online is a bit pricey, so utilizing it in place of other tools to help on your ROI is important.
  • Users are seeing the value of a consolidated information source and buy-in is quicker than it was with Salesforce or GoldMine.
  • The automation of internal notifications when particular fields are marked has increased productivity and decreased human error overall.
Kenneth Harrington-Colon | 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

Creatio

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
$3,000*

* Per installation

Insightly

General

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

Rating Summary

Likelihood to Recommend

Creatio
9.4
Insightly
8.2

Likelihood to Renew

Creatio
Insightly
9.0

Usability

Creatio
Insightly
8.4

Reliability and Availability

Creatio
Insightly
10.0

Performance

Creatio
Insightly
8.3

Support Rating

Creatio
Insightly
1.5

Online Training

Creatio
Insightly
9.0

Implementation Rating

Creatio
Insightly
8.6

Scalability

Creatio
Insightly
7.8

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