Creatio vs Insightly | TrustRadius

What users are saying about

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Score 9.1 out of 10

Based on 66 reviews and ratings

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Score 7.9 out of 10

Based on 661 reviews and ratings

Feature Set Ratings

Low-Code Development

9.3

Creatio

93%

Insightly

Feature Set Not Supported

N/A

Creatio ranks higher in 6/6 features

Visual Modeling

9.2

92%

27 Ratings

N/A

0 Ratings

Drag-and-drop Interfaces

9.4

94%

29 Ratings

N/A

0 Ratings

Platform Security

9.5

95%

28 Ratings

N/A

0 Ratings

Platform User Management

9.2

92%

30 Ratings

N/A

0 Ratings

Reusability

9.1

91%

28 Ratings

N/A

0 Ratings

Platform Scalability

9.2

92%

29 Ratings

N/A

0 Ratings

Sales Force Automation

Creatio

Feature Set Not Supported

N/A

8.1

Insightly

81%

Insightly ranks higher in 9/9 features

Customer data management / contact management

N/A

0 Ratings

9.0

90%

304 Ratings

Workflow management

N/A

0 Ratings

8.7

87%

272 Ratings

Territory management

N/A

0 Ratings

8.1

81%

31 Ratings

Opportunity management

N/A

0 Ratings

8.4

84%

279 Ratings

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

N/A

0 Ratings

8.7

87%

284 Ratings

Contract management

N/A

0 Ratings

6.5

65%

21 Ratings

Quote & order management

N/A

0 Ratings

7.8

78%

24 Ratings

Interaction tracking

N/A

0 Ratings

8.1

81%

249 Ratings

Channel / partner relationship management

N/A

0 Ratings

7.7

77%

24 Ratings

Customer Service & Support

Creatio

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

Marketing Automation

Creatio

Feature Set Not Supported

N/A

8.0

Insightly

80%

Insightly ranks higher in 2/2 features

Lead management

N/A

0 Ratings

8.1

81%

237 Ratings

Email marketing

N/A

0 Ratings

8.0

80%

192 Ratings

CRM Project Management

Creatio

Feature Set Not Supported

N/A

7.6

Insightly

76%

Insightly ranks higher in 3/3 features

Task management

N/A

0 Ratings

8.4

84%

292 Ratings

Billing and invoicing management

N/A

0 Ratings

6.0

60%

39 Ratings

Reporting

N/A

0 Ratings

8.3

83%

245 Ratings

CRM Reporting & Analytics

Creatio

Feature Set Not Supported

N/A

8.2

Insightly

82%

Insightly ranks higher in 3/3 features

Forecasting

N/A

0 Ratings

7.0

70%

92 Ratings

Pipeline visualization

N/A

0 Ratings

8.8

88%

242 Ratings

Customizable reports

N/A

0 Ratings

8.7

87%

234 Ratings

Customization

Creatio

Feature Set Not Supported

N/A

7.5

Insightly

75%

Insightly ranks higher in 4/4 features

Custom fields

N/A

0 Ratings

8.6

86%

266 Ratings

Custom objects

N/A

0 Ratings

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

Creatio

Feature Set Not Supported

N/A

8.7

Insightly

87%

Insightly ranks higher in 2/2 features

Single sign-on capability

N/A

0 Ratings

8.8

88%

202 Ratings

Role-based user permissions

N/A

0 Ratings

8.5

85%

133 Ratings

Social CRM

Creatio

Feature Set Not Supported

N/A

7.4

Insightly

74%

Insightly ranks higher in 2/2 features

Social data

N/A

0 Ratings

6.8

68%

25 Ratings

Social engagement

N/A

0 Ratings

8.0

80%

78 Ratings

Integrations with 3rd-party Software

Creatio

Feature Set Not Supported

N/A

6.6

Insightly

66%

Insightly ranks higher in 2/2 features

Marketing automation

N/A

0 Ratings

8.1

81%

100 Ratings

Compensation management

N/A

0 Ratings

5.1

51%

4 Ratings

Platform

Creatio

Feature Set Not Supported

N/A

8.9

Insightly

89%

Insightly ranks higher in 1/1 features

Mobile access

N/A

0 Ratings

8.9

89%

259 Ratings

Attribute Ratings

Creatio is rated higher in 4 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Support Rating

Creatio

92%

52 Ratings

8.2

Insightly

82%

329 Ratings

Creatio

91%

2 Ratings

7.1

Insightly

71%

20 Ratings

Creatio

92%

36 Ratings

9.0

Insightly

90%

62 Ratings

Creatio

N/A

0 Ratings

10.0

Insightly

100%

6 Ratings

Creatio

N/A

0 Ratings

8.3

Insightly

83%

44 Ratings

Creatio

92%

35 Ratings

8.4

Insightly

84%

42 Ratings

Creatio

N/A

0 Ratings

9.0

Insightly

90%

5 Ratings

Creatio

N/A

0 Ratings

8.6

Insightly

86%

57 Ratings

Creatio

N/A

0 Ratings

7.8

Insightly

78%

6 Ratings

Pros

Creatio's client success team is super. The team is collaborative, solution-oriented, and client-driven. We have weekly meetings with the team. They show up prepared with solutions/ideas to business requests and they are clearly engaged.
Creatio's infrastructure team has been critical to our ability to execute our cloud strategy. They have worked with us to set up our testing and production environments within Azure, assisted in testing, and are responsive and flexible to our unique requirements.
Creatio has been very flexible to requests for customization. We have taken their low-code out-of-the-box solution and "Ringlerized" it. The benefit for us is an application that meets our niche business needs.

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Butch Knowlton

CIO (Chief Information Officer)

RinglerInsurance, 201-500 employees

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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

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Cons

Documentation could sometimes be more intuitive
Lots of third-party applications, so frustrating when only the connector you need is missing
The possibilities are very large, so it is difficult to properly channel resources and needs within the company regarding this platform

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Jacob Grabowski

Marketing & Communication Manager

SmartYouInformation Technology & Services, 51-200 employees

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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

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Starting Price

$0 per month per user

Creatio Editions & Modules

On-premise Edition

Studio Creatio Enterprise	$25¹
Studio Creatio Free	$0¹

per user/per month

SaaS Edition

Studio Creatio Free	$0¹
Studio Creatio Enterprise	$25¹
Sales Creatio Team Edition	$30¹
Sales Creatio Commerce Edition	$35¹
Sales Creatio Enterprise Edition	$60¹

per month per user

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

Creatio 9.1

Based on 2 answers

I don't think we could be without it now.

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Lisa Taylor

Digital Communications Professional

Fairford MedicalHealth, Wellness and Fitness, 11-50 employees

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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

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Usability

Creatio 9.2

Based on 36 answers

The user interface of Creatio is quite friendly. It is intuitive for new users to start using the software. It is also fairly straightforward to setup. Business users are able to become productive with Creatio in a short amount of time due to an easy to use design. I find the design intuitive overall.

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Naveen Gabrani

Founder/CEO

Astrea IT Services Pvt LtdComputer Software, 51-200 employees

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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

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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

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Support Rating

Creatio 9.2

Based on 35 answers

Support is really good. Maybe it is because we had a dedicated support manager. But still, all issues were resolved timely. There were too many at the beginning, but now when we solved most of the problems we contact our support manager mostly before the updates. We have a testing platform to test all updates.

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Verified User

Team Lead in Information Technology

Education Management Company, 11-50 employees

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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

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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

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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

The user-friendliness of Creatio was a big selling point along with the low-code initiatives, both of which were important to our business. With Salesforce, unlimited wasn't really unlimited. You couldn't deploy an on-site instance and the overall cost of the system far outweighed the ROI. These are all things Creatio offers, out-of-the-box.

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Carl Moore

CRM Administrator

USEAFinancial Services, 11-50 employees

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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

Communication between sales representatives, vendors, and customers helps improve sales.
Automating the sales process has allowed us to land more deals via opportunity management tools.
No coding or manual sales processes are involved, hence we make zero errors when enhancing sales procedures.

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Touch Kulchan

Associate Director - Digital Technology and Consumer Markets

BTI Executive SearchHuman Resources, 51-200 employees

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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

See All (12) Creatio Screenshots

See All (7) Insightly Screenshots

Creatio

Insightly

Creatio

Insightly

Visual Modeling

Drag-and-drop Interfaces

Platform Security

Platform User Management

Reusability

Platform Scalability

Creatio

Insightly

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Creatio

Insightly

Case management

Call center management

Help desk management

Creatio

Insightly

Lead management

Email marketing

Creatio

Insightly

Task management

Billing and invoicing management

Reporting

Creatio

Insightly

Forecasting

Pipeline visualization

Customizable reports

Creatio

Insightly

Custom fields

Custom objects

Scripting environment

API for custom integration

Creatio

Insightly

Single sign-on capability

Role-based user permissions

Creatio

Insightly

Social data

Social engagement

Creatio

Insightly

Marketing automation

Compensation management

Creatio

Insightly

Mobile access

Creatio

Insightly

Creatio

Insightly

Creatio

Insightly

Creatio

Insightly

Creatio

Insightly

Creatio

Insightly

Creatio

Insightly

Creatio

Insightly

Creatio

Insightly

Likelihood to Recommend