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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Egnyte

    Score9.3 out of 10
    N/AEgnyte provides a unified content security and governance solution for collaboration, data security, compliance, and threat detection for multicloud businesses. More than 16,000 organizations trust Egnyte to reduce risks and IT complexity, prevent ransomware and IP theft, and boost employee productivity on any app, any cloud, anywhere.

    $25

    per month

    Insightly

    Score7.8 out of 10
    N/AInsightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

    $348

    per year per user

    Pricing
    EgnyteInsightly
    Editions & Modules
    Team (1-10 employees)
    $10
    per employee/per month
    Business (10-100 employees)
    $20
    per employee/per month
    Enterprise (50+ employees)
    Contact sales team
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Offerings
    Pricing Offerings
    EgnyteInsightly
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Features
    EgnyteInsightly
    Sales Force Automation
    Comparison of Sales Force Automation features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    7.4
    423 Ratings
    6% below category average
    Customer data management / contact management00 Ratings8.2405 Ratings
    Workflow management00 Ratings7.2372 Ratings
    Territory management00 Ratings7.390 Ratings
    Opportunity management00 Ratings8.2368 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings7.3379 Ratings
    Contract management00 Ratings6.521 Ratings
    Quote & order management00 Ratings7.275 Ratings
    Interaction tracking00 Ratings7.2333 Ratings
    Channel / partner relationship management00 Ratings7.724 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    7.1
    13 Ratings
    8% below category average
    Case management00 Ratings7.011 Ratings
    Call center management00 Ratings7.28 Ratings
    Help desk management00 Ratings7.19 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    7.2
    330 Ratings
    7% below category average
    Lead management00 Ratings6.8314 Ratings
    Email marketing00 Ratings7.7263 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    6.8
    406 Ratings
    12% below category average
    Task management00 Ratings7.1392 Ratings
    Billing and invoicing management00 Ratings6.039 Ratings
    Reporting00 Ratings7.3342 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    7.6
    367 Ratings
    1% below category average
    Forecasting00 Ratings7.092 Ratings
    Pipeline visualization00 Ratings7.9344 Ratings
    Customizable reports00 Ratings7.8331 Ratings
    Customization
    Comparison of Customization features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    7.5
    369 Ratings
    2% below category average
    Custom fields00 Ratings8.4368 Ratings
    Custom objects00 Ratings7.7126 Ratings
    Scripting environment00 Ratings6.86 Ratings
    API for custom integration00 Ratings7.3195 Ratings
    Security
    Comparison of Security features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    7.6
    316 Ratings
    10% below category average
    Single sign-on capability00 Ratings7.8282 Ratings
    Role-based user permissions00 Ratings7.4217 Ratings
    Social CRM
    Comparison of Social CRM features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    7.4
    90 Ratings
    1% below category average
    Social data00 Ratings6.825 Ratings
    Social engagement00 Ratings8.078 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    6.4
    159 Ratings
    16% below category average
    Marketing automation00 Ratings7.7159 Ratings
    Compensation management00 Ratings5.14 Ratings
    Platform
    Comparison of Platform features of Egnyte and Insightly
    Feature
    Egnyte
    -
    Ratings
    Insightly
    5.9
    328 Ratings
    25% below category average
    Mobile access00 Ratings5.9328 Ratings
    Best Alternatives
    EgnyteInsightly
    Small Businesses
    Dashpivot - By Sitemate
    Score10 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Epicor ECM
    Score7.7 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Dashpivot - By Sitemate
    Score10 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    EgnyteInsightly
    Likelihood to Recommend
    10.0
    (42 ratings)
    7.8
    (444 ratings)
    Likelihood to Renew
    10.0
    (6 ratings)
    8.7
    (36 ratings)
    Usability
    10.0
    (7 ratings)
    7.5
    (180 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (6 ratings)
    Performance
    8.8
    (3 ratings)
    7.9
    (25 ratings)
    Support Rating
    7.7
    (4 ratings)
    8.9
    (34 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (8 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.2
    (26 ratings)
    Configurability
    -
    (0 ratings)
    9.9
    (18 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.4
    (3 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (10 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (9 ratings)
    Professional Services
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (3 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.8
    (3 ratings)
    User Testimonials
    EgnyteInsightly
    Likelihood to Recommend
    Egnyte
    Egynte is best suited for companies that SharePoint is not the best fit for. This includes managers unfamiliar with SharePoint specifically, and those really looking for a replacement for a file server in the more traditional Windows sense. SharePoint has more or less done away with any management that resembles Active Directory or File Explorer. Egnyte's web portal is incredibly straightforward. I would say Egnyte is less suited for companies that have licensing access to SharePoint already and do not have a ton of files or granular sharing and security needs
    Read full review
    Unbounce
    There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do
    Incentivized
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    Pros
    Egnyte
    • Sharing files externally with passwords, link expiration and granular control of permissions
    • File syncing across end-user devices using a client installed onto the computer for seamless integration for end-users as if they had mapped a drive directly to their machine
    • Implements 2FA for secure access
    Read full review
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    • The ability to set up filters to generate lists based on just the categories I am interested in.
    • It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
    • The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.
    Incentivized
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    Cons
    Egnyte
    • The main drawback of the system that it is lacking in managing the uploading of large or huge files, even though the large files can be easily downloadable but the upload takes a lot of time.
    • While uploading the system sometimes starts lagging and the file after sometimes needs to upload again.
    • Egnyte is lacking in syncing multiple platforms at the same time. It gives access to one platform at a time which somehow hinders the work while migrating a large amount of data.
    Incentivized
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    Unbounce
    • Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
    • The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
    • Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
    Incentivized
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    Likelihood to Renew
    Egnyte
    We found that usage of Egnyte in our supported clients, with sufficient bandwidth, provided all the features and stability we required. The billing setup was fair and the support provided was ample for end users and well as our in house admins. There was a concern about high usage clients but this was taken into account during the vetting process.
    Incentivized
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    Unbounce
    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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    Usability
    Egnyte
    Really easy to use the interface. The web browser is very intuitive and I have not had any notable issues with this. It's easy to work on documents as a team, and the only issues we have to tend to come with Apple apps and downloading large files to WebEdit. It's very similar to the filing systems that come on Apple and Windows devices so not a steep learning curve.
    Incentivized
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    Unbounce
    Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program
    Incentivized
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    Reliability and Availability
    Egnyte
    No answers on this topic
    Unbounce
    The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
    Incentivized
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    Performance
    Egnyte
    Egnyte works very well across all platforms and as an add-on to other programs. Load time is close to nothing. Reports can be made in no time as well. All in all no performance issues. We can see that it depends on the local network connection. If you're running with fiber there won't be any issues.
    Incentivized
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    Unbounce
    Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
    Incentivized
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    Support Rating
    Egnyte
    I never had to reach out to customer support for Egnyte. I don't know any coworkers who have had to reach out to Egnyte for support either. As far as I am concerned, the support team is doing a good job since I have not had to reach out to them.
    Incentivized
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    Unbounce
    We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
    Incentivized
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    In-Person Training
    Egnyte
    No answers on this topic
    Unbounce
    Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
    Incentivized
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    Online Training
    Egnyte
    No answers on this topic
    Unbounce
    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
    Incentivized
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    Implementation Rating
    Egnyte
    No answers on this topic
    Unbounce
    did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
    Incentivized
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    Alternatives Considered
    Egnyte
    At the time when this was implemented (over 5 years ago and still in production), there were issues with syncing and reliability that Egnyte did not have, and have continued to impress with. Other providers have improved a lot and Egnyte is fairly costly, but switching costs would be high to move away from it to similar solutions.
    Incentivized
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    Unbounce
    Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
    Incentivized
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    Contract Terms and Pricing Model
    Egnyte
    No answers on this topic
    Unbounce
    I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
    Incentivized
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    Scalability
    Egnyte
    No answers on this topic
    Unbounce
    (+) 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.
    Incentivized
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    Professional Services
    Egnyte
    No answers on this topic
    Unbounce
    Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
    Incentivized
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    Return on Investment
    Egnyte
    • Allows us to easily communicate important data securely with other offices (not just sending via email)
    • It allows everyone in our office to be working on the same information at the same time
    • It meshes so well with salesforce that I can't really picture what our practice would look like if we didn't have the combination.
    Incentivized
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    Unbounce
    • Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
    Incentivized
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    ScreenShots

    Insightly Screenshots

    Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.Screenshot of the reporting feature, which provides insight into sales and productivity performance.Screenshot of the Insightly Opportunities dashboard.Screenshot of Insightly on mobile.Product screenshotProduct screenshot