Customer.io vs. Insightly Marketing

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Customer.io
Score 8.3 out of 10
Small Businesses (1-50 employees)
Customer.io is a customer engagement platform that enables marketers to build sophisticated automated messaging campaigns. With access to real-time behavioral data, users can create personalized and relevant messages to engage and retain customers. This includes sending emails, push notifications, SMS, in-app messages, and more through a visual building experience. Built for scale, Customer.io boasts users among over 5,300 companies, sending over 17 billion messages per year.
$100
per month
Insightly Marketing
Score 6.8 out of 10
N/A
Insightly Marketing is marketing automation made simple. It is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights faster. The vendor states it has an easy-to-use interface for creating customer journeys, email templates, customer newsletters and shareable dashboards. WIth it, they say users can build engaging campaigns and grow a pipeline to support sales in minutes.
$99
per month
Pricing
Customer.ioInsightly Marketing
Editions & Modules
No answers on this topic
Plus
$99 per month
billed annually
Professional
$499 per month
billed annually
Enterprise
$999 per month
billed annually
Offerings
Pricing Offerings
Customer.ioInsightly Marketing
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsEssentials: For startups and small teams engaging customers on their mobile and web apps. - Up to 5,000 profiles*, Send Emails, Push, In-App, and SMS, Visual Workflow Builder, Segmentation, Two Workspaces, Email Support, Customer Community Premium: For high-growth companies looking for greater control over their messaging outcomes. - Everything in Essentials, Custom Data + Message Volume, Premium Product Features, Additional Workspaces, 90-day Onboarding Program, Premium Email & Chat Support, Managed Deliverability, Dedicated IPs, Parcel Pro Licenses, HIPAA Compliance Enterprise: For at-scale companies looking to create world-class customer experiences. - Everything in Premium, Managed Infrastructure*, Customer Success Manager, Quarterly Success Reviews, Technical Account Manager*, Audit Logging & Data Governance*, Parcel Business Licenses, Migration Support*, *Available by consultation.
More Pricing Information
Community Pulse
Customer.ioInsightly Marketing
Top Pros
Top Cons
Features
Customer.ioInsightly Marketing
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Customer.io
-
Ratings
Insightly Marketing
7.8
2 Ratings
0% above category average
WYSIWYG email editor00 Ratings7.01 Ratings
Dynamic content00 Ratings7.02 Ratings
Ability to test dynamic content00 Ratings7.52 Ratings
Landing pages00 Ratings7.52 Ratings
A/B testing00 Ratings7.01 Ratings
Mobile optimization00 Ratings10.01 Ratings
Email deliverability reporting00 Ratings7.01 Ratings
List management00 Ratings9.02 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Customer.io
-
Ratings
Insightly Marketing
9.5
1 Ratings
20% above category average
Lead nurturing automation00 Ratings10.01 Ratings
Lead scoring and grading00 Ratings9.01 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Customer.io
-
Ratings
Insightly Marketing
9.0
1 Ratings
17% above category average
Calendaring00 Ratings9.01 Ratings
Event/webinar marketing00 Ratings9.01 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Customer.io
-
Ratings
Insightly Marketing
8.5
2 Ratings
13% above category average
Dashboards00 Ratings8.52 Ratings
Standard reports00 Ratings9.02 Ratings
Custom reports00 Ratings7.92 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Customer.io
-
Ratings
Insightly Marketing
8.2
2 Ratings
8% above category average
API00 Ratings8.02 Ratings
Customizability00 Ratings8.52 Ratings
Best Alternatives
Customer.ioInsightly Marketing
Small Businesses
Simplify360
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Vbout
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Score 9.6 out of 10
Medium-sized Companies
Bright Pattern Contact Center
Bright Pattern Contact Center
Score 10.0 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
Enterprises
Conversica
Conversica
Score 9.5 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Customer.ioInsightly Marketing
Likelihood to Recommend
9.8
(8 ratings)
1.0
(3 ratings)
Usability
-
(0 ratings)
1.0
(1 ratings)
User Testimonials
Customer.ioInsightly Marketing
Likelihood to Recommend
Customer.io
This tool is well-suited for companies looking to run email marketing campaigns or send out newsletters regularly to their users/customers. The workflow setup is especially useful for companies who want to send specific emails based on user behavior - i.e. they've not logged in recently, have bought a specific product, haven't opened any emails, etc. This could also be useful for freelancers like me since you can create different workspaces within Customer.io. I have configured it this way to handle email marketing for a few of my clients, and the software keeps everything organized and separate. This might not be the best tool for small businesses, considering the price. It may be better to start out with a cheaper email marketing tool, and then if/when necessary, scale-up with a tool like Customer.io.
Read full review
Insightly, Inc.
It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.
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Pros
Customer.io
  • Managing users, attributes and events. You are easily able to modify any user, based on their ID, and add or remove attributes, assign events to them. That makes it very easy to segment later and to assign them to several campaigns based on behavior. Just a warning: this integration isn't so easy (at least it wasn't for us).
  • Creating workflows of campaigns is very easy. You can quickly create behavioral campaigns based on attributes, segments and add elements to the workflow. You can send an email, then wait, then send another, then exit the campaign if they converted, etc. The workflow is easy to configure and very powerful for automation.
  • We don't use many email templates (we make them in MJML) but it's very easy to add senders, to change templates and in general to test designs.
  • Deliverability works very well, at least for us. It sends emails pretty fast and without issues.
  • Exporting is very quick and easy. Importing wasn't a feature until recently, but it works well too.
  • Seeing activity it's also useful. In general, logs are awesome (be it of a customer, of activity on the site, email sends, etc.).
  • We don't use environments, but it might be very useful for a bigger company.
Read full review
Insightly, Inc.
  • Manage Customer Data
  • Link Projects to People
  • Automate Follow-up Reminders
  • Track Emails
  • Create Reports
  • Create Lists
Read full review
Cons
Customer.io
  • Push notifications are very rudimentary. Everything has to be done by hand unless you're sending an extremely simple message.
  • A bit too email centric.
  • Lacks an ability to schedule messages on a daily, weekly, etc. basis.
Read full review
Insightly, Inc.
  • In my opinion, Journeys have very limited trigger and response capabilities
  • Allowing HTML options for landing pages
  • Customer support - I leave conversations with support and success feeling more confused or frustrated. I believe one account rep was playing video games while on a review call.
  • List management - uploads, reducing duplicates, general hygine
  • UI - it’s very hard to know where to click or how to do something new, in my opinion.
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Usability
Customer.io
No answers on this topic
Insightly, Inc.
There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.
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Alternatives Considered
Customer.io
Customer.io was really the first pure, full-featured drip email program on the market and as far as I know, it's still the simplest and best overall for that specific function. SendGrid has also added drip campaign features, but I would seriously evaluate Customer.io against any other drip email provider because they really have all the key elements you need to make it work.
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Insightly, Inc.
Easy to check the phases and notes while EP is more for the project [management].
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Return on Investment
Customer.io
  • Fast testing for new products to specific groups. It saves a lot of time and money.
  • Removed workload from marketing = more time to make it better.
  • Better contact with specific groups, seeing a increase in sales because of this.
Read full review
Insightly, Inc.
  • Saves Time
  • Increases Sales
  • Increases Customer Engagement
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ScreenShots

Customer.io Screenshots

Screenshot of data-driven or manual segments that can be created in the no-code builder for recipient lists, campaign triggers, filters, and conversion goals.Screenshot of the code editor for email, that helps navigate code and iterate.Screenshot of account performance, visible at a glance from the Dashboard view.Screenshot of drag and drop messages, time delays, and branches where desired, to build cross-channel campaigns.Screenshot of triggered campaigns based on forms submissions, customer attributes, customer actions, and dates.Screenshot of localization for global audiences. One message can be delivered in multiple languages.

Insightly Marketing Screenshots

Screenshot of Screenshot of Screenshot of