What users are saying about
12 Ratings
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Top Rated
616 Ratings
12 Ratings
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Score 8 out of 100

Insightly

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Top Rated
616 Ratings
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Score 8 out of 100

Likelihood to Recommend

Daylite

If your team uses only Macs, then I suggest investigating Daylite 6, which is cloud-based. We've found upgrades to be tricky, sometimes users have difficulty connecting to the data-base on the main user's Daylite Server. My opinion is that it would be easier to begin fresh with 6 than upgrading and moving our current Daylite Server to the cloud. And there's no going back, once you move to the cloud, you're committed.
Pattie Covert | 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

Project Management

Daylite
7.3
Insightly
Task Management
Daylite
8.0
Insightly
Resource Management
Daylite
8.0
Insightly
Gantt Charts
Daylite
8.0
Insightly
Scheduling
Daylite
9.0
Insightly
Workflow Automation
Daylite
6.0
Insightly
Team Collaboration
Daylite
7.0
Insightly
Document Management
Daylite
3.0
Insightly
Email integration
Daylite
9.0
Insightly
Mobile Access
Daylite
8.0
Insightly

Professional Services Automation

Daylite
4.0
Insightly
Integration with accounting software
Daylite
4.0
Insightly

Sales Force Automation

Daylite
Insightly
7.9
Customer data management / contact management
Daylite
Insightly
8.7
Workflow management
Daylite
Insightly
7.9
Territory management
Daylite
Insightly
7.5
Opportunity management
Daylite
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Daylite
Insightly
8.3
Contract management
Daylite
Insightly
6.5
Quote & order management
Daylite
Insightly
8.0
Interaction tracking
Daylite
Insightly
8.1
Channel / partner relationship management
Daylite
Insightly
7.7

Customer Service & Support

Daylite
Insightly
7.1
Case management
Daylite
Insightly
7.0
Call center management
Daylite
Insightly
7.2
Help desk management
Daylite
Insightly
7.1

Marketing Automation

Daylite
Insightly
7.8
Lead management
Daylite
Insightly
8.0
Email marketing
Daylite
Insightly
7.7

CRM Project Management

Daylite
Insightly
7.2
Task management
Daylite
Insightly
7.6
Billing and invoicing management
Daylite
Insightly
5.9
Reporting
Daylite
Insightly
7.9

CRM Reporting & Analytics

Daylite
Insightly
7.4
Forecasting
Daylite
Insightly
7.0
Pipeline visualization
Daylite
Insightly
7.7
Customizable reports
Daylite
Insightly
7.5

Customization

Daylite
Insightly
7.3
Custom fields
Daylite
Insightly
7.7
Custom objects
Daylite
Insightly
7.2
Scripting environment
Daylite
Insightly
6.8
API for custom integration
Daylite
Insightly
7.5

Security

Daylite
Insightly
8.4
Single sign-on capability
Daylite
Insightly
8.7
Role-based user permissions
Daylite
Insightly
8.1

Social CRM

Daylite
Insightly
7.4
Social data
Daylite
Insightly
6.8
Social engagement
Daylite
Insightly
7.9

Integrations with 3rd-party Software

Daylite
Insightly
6.2
Marketing automation
Daylite
Insightly
7.3
Compensation management
Daylite
Insightly
5.1

Platform

Daylite
Insightly
7.8
Mobile access
Daylite
Insightly
7.8

Pros

Daylite

  • Integrates with Mac Mail to automatically catalog email exchanges with both individuals and companies.
  • Allows for robust customization to meet the specific information needs of my company
  • Acts as a hub for daily activities and tasks
Dana Hursey | 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

Daylite

  • I still do not use the Project part as much as I could do, even if I tried several times. I think some improvements could be done with the interface, in order to make it more intuitive.
  • The software is intented to be used with a US/Canada logic. It would be nice to be able to organize fields in the contacts in a different way, more logical to the different countries it is used in. Each country puts zip codes in different place for example.
  • It would also be nice to have the possibility to assign a contact to several categories, and to create sub-categories.
Fred ALPI | 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

Daylite

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

Daylite

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 47 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

Daylite

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

Daylite

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

Daylite

No score
No answers yet
No answers on this topic

Insightly

Insightly 1.3
Based on 28 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

Daylite

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

Daylite

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

Daylite

As noted earlier, we're abandoning Daylite and moving to another project management system that a. allows both Mac and PC users b. is cloud-based. We think we could benefit with an company-wide system, and Daylite 6 won't fit the bill. Our group is currently vetting different products, and Teamwork is the top of our list.
Pattie Covert | 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

Daylite

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

Daylite

  • It absolutely keeps me informed on my client interactions
  • Centralizes my tasks and to-dos
  • Integrates nicely with LinkedIn for greater reach and deeper information.
Dana Hursey | 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

Daylite

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

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

Daylite
8.0
Insightly
8.2

Likelihood to Renew

Daylite
Insightly
9.0

Usability

Daylite
Insightly
8.6

Reliability and Availability

Daylite
Insightly
10.0

Performance

Daylite
Insightly
8.3

Support Rating

Daylite
Insightly
1.3

Online Training

Daylite
Insightly
9.0

Implementation Rating

Daylite
Insightly
8.6

Scalability

Daylite
Insightly
7.8

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