TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    FlowUp

    Score6.1 out of 10
    N/AFlowUp is a Follow-up Automation software that gives users automated follow-ups to design a workflow to reach leads at their most preferred communication channel. FlowUp aims to strengthen follow-up with multiple channel outreach with Calls, SMS, MMS, Ringless Voicemails, Surveys, Press 1 campaigns. It gives campaigns an edge with its Inbound strategy to stay connected with leads even while offline. It also helps keep all the needed platforms around with a Zero-coding CRM…N/A

    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
    FlowUpInsightly
    Editions & Modules
    No answers on this topic
    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
    FlowUpInsightly
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup Fee$300 Per useNo setup fee
    Additional DetailsThere will be Extra charges for Buy numbers. Numbers charges will be $5/per month for local Number and $10/per month for Toll-Free Number—
    More Pricing Information
    Community Pulse
    FlowUpInsightly
    Considered Both Products
    Flowup
    No answer on this topic
    Unbounce
    No answer on this topic
    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
    FlowUpInsightly
    Sales Force Automation
    Comparison of Sales Force Automation features of FlowUp and Insightly
    Feature
    FlowUp
    -
    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 FlowUp and Insightly
    Feature
    FlowUp
    -
    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 FlowUp and Insightly
    Feature
    FlowUp
    -
    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 FlowUp and Insightly
    Feature
    FlowUp
    -
    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 FlowUp and Insightly
    Feature
    FlowUp
    -
    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 FlowUp and Insightly
    Feature
    FlowUp
    -
    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 FlowUp and Insightly
    Feature
    FlowUp
    -
    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 FlowUp and Insightly
    Feature
    FlowUp
    -
    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 FlowUp and Insightly
    Feature
    FlowUp
    -
    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 FlowUp and Insightly
    Feature
    FlowUp
    -
    Ratings
    Insightly
    5.9
    328 Ratings
    25% below category average
    Mobile access00 Ratings5.9328 Ratings
    Best Alternatives
    FlowUpInsightly
    Small Businesses
    Simplify360
    Score7.8 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Customer.io
    Score9.1 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    SAP Service Cloud
    Score8.5 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FlowUpInsightly
    Likelihood to Recommend
    10.0
    (3 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
    FlowUpInsightly
    Likelihood to Recommend
    Flowup
    FlowUp is a well-suited tool for follow-up and marketing automation and it's worth giving a trial. This tool facilitates ease to engage with leads and customers more effectively and efficiently.
    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
    Flowup
    • FlowUp presents planning schemes to make sales and communications during jobs such as software development or to create contract plans after completion much easier than they would be without it, by offering direct communication methods for sending announcements, proposals, or simply interacting privately.
    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
    Flowup
    • I haven't encountered any stumbling block while using FlowUp as it does what it's designed to achieve.
    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
    Flowup
    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
    Flowup
    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
    Flowup
    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
    Flowup
    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
    Flowup
    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
    Flowup
    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
    Flowup
    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
    Flowup
    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
    Flowup
    It's very outstanding for real-time sales reporting. Excellent with lead management. Efficient with email management. Customization of the dashboard.
    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
    Flowup
    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
    Flowup
    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
    Flowup
    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
    Flowup
    • There has been a big increase in the company's profit rate in the last quarter, and all thanks to the fact that we have started implementing Flowup for our commercial strategies, the reason for this being to be able to further expand our possibilities to reach potential clientele and other managers in the team.
    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
    Read full review
    ScreenShots

    FlowUp Screenshots

    Screenshot of Followup Automation

    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