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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Exact Online

    Score8 out of 10
    N/AExact Online is a configurable, cloud-based multi-purpose Enterprise Resource Planning (ERP) Suite from global company Exact Software, headquartered in the Netherlands.

    $158

    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
    Exact OnlineInsightly
    Editions & Modules
    Exact for Time & Billing
    $158
    per month
    Exact for Wholesale Distribution
    237-554
    per month
    Exact for Project Management
    316-369
    per month
    Exact for Manufacturing
    422-739
    per month
    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
    Exact OnlineInsightly
    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
    Community Pulse
    Exact OnlineInsightly
    Considered Both Products
    Exact Software
    No answer on this topic
    Unbounce
    Chose Insightly
    We decided to give Insightly a try because of:
    - reasonable pricing
    - Gmail connectivity
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    88%
    Would buy again
    117 Answers
    Delivers good value for the price
    No answers on this topic
    94%
    Delivers good value for the price
    103 Answers
    Happy with the feature set
    No answers on this topic
    88%
    Happy with the feature set
    117 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    88%
    Lived up to sales and marketing promises
    72 Answers
    Implementation went as expected
    No answers on this topic
    90%
    Implementation went as expected
    86 Answers
    Features
    Exact OnlineInsightly
    Customization
    Comparison of Customization features of Exact Online and Insightly
    Feature
    Exact Online
    7.5
    1 Ratings
    1% below category average
    Insightly
    7.5
    369 Ratings
    2% below category average
    API for custom integration8.01 Ratings7.3195 Ratings
    Plug-ins7.01 Ratings00 Ratings
    Custom fields00 Ratings8.4368 Ratings
    Custom objects00 Ratings7.7126 Ratings
    Scripting environment00 Ratings6.86 Ratings
    Security
    Comparison of Security features of Exact Online and Insightly
    Feature
    Exact Online
    8.0
    1 Ratings
    5% below category average
    Insightly
    7.6
    316 Ratings
    10% below category average
    Single sign-on capability8.01 Ratings7.8282 Ratings
    Role-based user permissions8.01 Ratings7.4217 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Exact Online and Insightly
    Feature
    Exact Online
    4.7
    1 Ratings
    47% below category average
    Insightly
    -
    Ratings
    Dashboards4.01 Ratings00 Ratings
    Standard reports6.01 Ratings00 Ratings
    Custom reports4.01 Ratings00 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of Exact Online and Insightly
    Feature
    Exact Online
    6.9
    1 Ratings
    11% below category average
    Insightly
    -
    Ratings
    Accounts payable7.01 Ratings00 Ratings
    Accounts receivable7.01 Ratings00 Ratings
    Global Financial Support5.01 Ratings00 Ratings
    Primary and Secondary Ledgers5.01 Ratings00 Ratings
    Journals and Reconciliations6.01 Ratings00 Ratings
    Configurable Accounting7.01 Ratings00 Ratings
    Standardized Processes8.01 Ratings00 Ratings
    Inventory Management
    Comparison of Inventory Management features of Exact Online and Insightly
    Feature
    Exact Online
    7.0
    1 Ratings
    13% below category average
    Insightly
    -
    Ratings
    Inventory tracking7.01 Ratings00 Ratings
    Order Management
    Comparison of Order Management features of Exact Online and Insightly
    Feature
    Exact Online
    6.7
    1 Ratings
    17% below category average
    Insightly
    -
    Ratings
    Pricing7.01 Ratings00 Ratings
    Order entry7.01 Ratings00 Ratings
    Cost of goods sold6.01 Ratings00 Ratings
    Subledger and Financial Process
    Comparison of Subledger and Financial Process features of Exact Online and Insightly
    Feature
    Exact Online
    6.7
    1 Ratings
    12% below category average
    Insightly
    -
    Ratings
    Billing Management7.01 Ratings00 Ratings
    Cash and Asset Management7.01 Ratings00 Ratings
    Period Close7.01 Ratings00 Ratings
    Project Financial Management
    Comparison of Project Financial Management features of Exact Online and Insightly
    Feature
    Exact Online
    6.7
    1 Ratings
    12% below category average
    Insightly
    -
    Ratings
    Budgeting and Forecasting8.01 Ratings00 Ratings
    Project Costing8.01 Ratings00 Ratings
    Cost Capture7.01 Ratings00 Ratings
    Capital Project Management7.01 Ratings00 Ratings
    Customer Contract Compliance6.01 Ratings00 Ratings
    Project Revenue Recognition7.01 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Exact Online and Insightly
    Feature
    Exact Online
    -
    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 Exact Online and Insightly
    Feature
    Exact Online
    -
    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 Exact Online and Insightly
    Feature
    Exact Online
    -
    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 Exact Online and Insightly
    Feature
    Exact Online
    -
    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 Exact Online and Insightly
    Feature
    Exact Online
    -
    Ratings
    Insightly
    7.6
    367 Ratings
    1% below category average
    Forecasting00 Ratings7.092 Ratings
    Pipeline visualization00 Ratings7.9344 Ratings
    Customizable reports00 Ratings7.8331 Ratings
    Social CRM
    Comparison of Social CRM features of Exact Online and Insightly
    Feature
    Exact Online
    -
    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 Exact Online and Insightly
    Feature
    Exact Online
    -
    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 Exact Online and Insightly
    Feature
    Exact Online
    -
    Ratings
    Insightly
    5.9
    328 Ratings
    25% below category average
    Mobile access00 Ratings5.9328 Ratings
    Best Alternatives
    Exact OnlineInsightly
    Small Businesses
    Zoho One
    Score9.2 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Zoho One
    Score9.2 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Microsoft Dynamics AX (discontinued)
    Score4.8 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Exact OnlineInsightly
    Likelihood to Recommend
    4.0
    (1 ratings)
    7.8
    (444 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.7
    (36 ratings)
    Usability
    -
    (0 ratings)
    7.5
    (180 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (6 ratings)
    Performance
    -
    (0 ratings)
    7.9
    (25 ratings)
    Support Rating
    -
    (0 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
    Exact OnlineInsightly
    Likelihood to Recommend
    Exact Software
    If you are a big company and have an active accountant then this system can be for you, it has many options but you need dedication. But the price starts from €39 and then you are not there...Most of the time you need other options to make it complete. Like ERP functions + €199~ want to book hours? +€129. And this is all per month... It goes up so fast that it's not interesting for small companies. When there are better options on the market that are even free...
    Incentivized
    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
    Read full review
    Pros
    Exact Software
    • Complete pack with many options, use it as CRM, ERP or simply for your bookings.
    • Many connections with external programs, webshops, etc.
    • Automatic backups.
    Incentivized
    Read full review
    Unbounce
    • 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
    Read full review
    Cons
    Exact Software
    • Support... It's bad, and when you want to stop or step back it's near impossible.
    • Price, they tend to increase it without warning, and with all the extras it goes up fast.
    • If you wanna spend all your time in accounting buy Exact... It can be complex and many handlings needs to be done.
    Incentivized
    Read full review
    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
    Read full review
    Likelihood to Renew
    Exact Software
    No answers on this topic
    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
    Read full review
    Usability
    Exact Software
    No answers on this topic
    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
    Read full review
    Reliability and Availability
    Exact Software
    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
    Read full review
    Performance
    Exact Software
    No answers on this topic
    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
    Read full review
    Support Rating
    Exact Software
    No answers on this topic
    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
    Read full review
    In-Person Training
    Exact Software
    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
    Read full review
    Online Training
    Exact Software
    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
    Read full review
    Implementation Rating
    Exact Software
    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
    Read full review
    Alternatives Considered
    Exact Software
    I would not select Exact Online, but I can direct you to better options. Due to the high price, getting behind the competition and support I would suggest options like Zoho Books for you bookings, or CyberStockroom as ERP. And here in the Netherlands e-boekhouden.nl is a real nice, cheap, and fast working booking platform for the smaller companies.
    Incentivized
    Read full review
    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
    Read full review
    Contract Terms and Pricing Model
    Exact Software
    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
    Read full review
    Scalability
    Exact Software
    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
    Read full review
    Professional Services
    Exact Software
    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
    Read full review
    Return on Investment
    Exact Software
    • Negative: High costs and implement time turned 1 client in to the negative, and after 2 years of use wants to stop.
    • Positive: Once an ERP connection is running you can automate a lot in the process.
    Incentivized
    Read full review
    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
    Read full review
    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