Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Freshsales
Score 8.5 out of 10
N/A
Freshsales is a sales force automation solution for sales teams. It provides features that help salespeople to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales gives sales teams more time for selling by automating the sales process. It includes Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict…
$11
per month per user
Insightly
Score 7.8 out of 10
N/A
Insightly 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
FreshsalesInsightly
Editions & Modules
Growth
$11
per month per user
Pro
$47
per month per user
Enterprise
$71
per month per user
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
FreshsalesInsightly
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsA discount is offered for annual billing.
More Pricing Information
Community Pulse
FreshsalesInsightly
Considered Both Products
Freshsales
Chose Freshsales
Freshsales is a much better platform than Insighlty. It works better, has better features, it has a simpler user experience, it is more complete and it is suited for the same thing. Therefore, if you are looking for an outbound CRM you should take Freshsales.
Between Freshsales …
Chose Freshsales
The best part of Freshsales CRM it's that is an all-in-one CRM for prospecting and sales teams. It has lead scoring, task, and pending messages management, bulk emails, sales campaigns, workflow for automatization of different things, just to name a few. In many of the CRMs, …
Insightly
Chose Insightly
We selected Insightly because of the price. After a year we migrated to Freshsales because it gives us all the features we need for inbound and outbound (workflows for tasks, email campaigns, auto-assignation, integration with a phone provider, integration with multiple apps …
Chose Insightly
  1. Better data security
  2. Capacity to handle and manage large/huge data
  3. Tagging structure to categorize the data
Features
FreshsalesInsightly
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Freshsales
9.7
54 Ratings
22% above category average
Insightly
7.2
400 Ratings
7% below category average
Customer data management / contact management10.054 Ratings8.4383 Ratings
Workflow management9.052 Ratings6.8351 Ratings
Territory management10.041 Ratings6.574 Ratings
Opportunity management10.046 Ratings8.0349 Ratings
Integration with email client (e.g., Outlook or Gmail)10.053 Ratings6.8357 Ratings
Quote & order management9.02 Ratings7.764 Ratings
Interaction tracking9.553 Ratings6.6312 Ratings
Channel / partner relationship management10.039 Ratings7.724 Ratings
Contract management00 Ratings6.521 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Freshsales
10.0
51 Ratings
26% above category average
Insightly
5.8
312 Ratings
28% below category average
Lead management10.049 Ratings6.0298 Ratings
Email marketing10.050 Ratings5.5245 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Freshsales
8.7
52 Ratings
13% above category average
Insightly
6.6
385 Ratings
15% below category average
Task management9.049 Ratings6.6374 Ratings
Reporting8.551 Ratings7.2321 Ratings
Billing and invoicing management00 Ratings6.039 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Freshsales
8.7
53 Ratings
14% above category average
Insightly
7.7
343 Ratings
1% above category average
Forecasting8.545 Ratings7.092 Ratings
Pipeline visualization9.053 Ratings8.0321 Ratings
Customizable reports8.547 Ratings8.1307 Ratings
Customization
Comparison of Customization features of Product A and Product B
Freshsales
8.5
51 Ratings
11% above category average
Insightly
6.6
345 Ratings
15% below category average
Custom fields8.051 Ratings7.3344 Ratings
Custom objects7.541 Ratings6.4105 Ratings
API for custom integration10.038 Ratings5.9178 Ratings
Scripting environment00 Ratings6.86 Ratings
Security
Comparison of Security features of Product A and Product B
Freshsales
10.0
47 Ratings
18% above category average
Insightly
7.6
295 Ratings
10% below category average
Single sign-on capability10.040 Ratings7.5262 Ratings
Role-based user permissions10.047 Ratings7.6197 Ratings
Platform
Comparison of Platform features of Product A and Product B
Freshsales
9.0
47 Ratings
18% above category average
Insightly
6.0
310 Ratings
23% below category average
Mobile access9.047 Ratings6.0310 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Freshsales
-
Ratings
Insightly
7.1
13 Ratings
7% below category average
Case management00 Ratings7.011 Ratings
Call center management00 Ratings7.28 Ratings
Help desk management00 Ratings7.19 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Freshsales
-
Ratings
Insightly
7.4
90 Ratings
0% 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 Product A and Product B
Freshsales
-
Ratings
Insightly
5.9
146 Ratings
23% below category average
Marketing automation00 Ratings6.7146 Ratings
Compensation management00 Ratings5.14 Ratings
Best Alternatives
FreshsalesInsightly
Small Businesses
Salesmate
Salesmate
Score 9.9 out of 10
Salesmate
Salesmate
Score 9.9 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
FreshsalesInsightly
Likelihood to Recommend
10.0
(54 ratings)
7.6
(420 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(33 ratings)
Usability
10.0
(9 ratings)
7.4
(156 ratings)
Availability
-
(0 ratings)
9.0
(6 ratings)
Performance
-
(0 ratings)
8.0
(25 ratings)
Support Rating
7.0
(6 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)
8.0
(26 ratings)
Configurability
-
(0 ratings)
10.0
(18 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
8.6
(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)
9.0
(3 ratings)
Vendor pre-sale
-
(0 ratings)
8.2
(3 ratings)
User Testimonials
FreshsalesInsightly
Likelihood to Recommend
Freshworks Inc
Generally speaking for small to mid sized team I really cannot recommend it enough. It has an excellent feature set, good amount of integrations, fairly customisable and backed by solid support. And the pricing is very competitive too. I feel like if your team is larger than that, you might want to look at other alternatives but for teams that size, its really perfect.
Read full review
Unbounce
The positive and negative feature lists are why I give Insightly a nine out of ten. A LOT of the features are unique, but the ones lacking affect how I envision the perfect workflow for my team. My job is to create and streamline processes for my team; with AppConnect, I'm hoping a lot of the manual work is taken off their plate so they can focus on the essential things. I really hope Insightly implements a true "reply to email" feature in the future.
Read full review
Pros
Freshworks Inc
  • It helps you automate your onboarding process for new leads.
  • It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
  • It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.
Read full review
Unbounce
  • Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
  • Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
  • Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
Read full review
Cons
Freshworks Inc
  • Leads and Contacts do not seem to be adequately defined.
  • Reporting is not as robust as we would like it to be
  • Integration with FreshDesk is one way - we can see information from FreshDesk to FreshSales but not vice versa
Read full review
Unbounce
  • The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
  • The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
  • The customizable objects and fields are very useful but the System Settings interface could be more user-friendly
Read full review
Likelihood to Renew
Freshworks Inc
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
Freshworks Inc
I would give Freshworks CRM's overall usability a 7 out of 10. Although the software has improved since we first obtained it, it still could use improvements to make functionality more intuitive and easier for the average user. It is not that challenging but there is definitely a learning curve
Read full review
Unbounce
There is really nothing as far as customization to the system that we cannot do. It's extremely easy to customize as well as use. Anything we want to add or remove to our Objects can usually be done in a few minutes or less. You can tell everything is very well thought out and was made to be modern and up to date.
Read full review
Reliability and Availability
Freshworks Inc
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.
Read full review
Performance
Freshworks Inc
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.
Read full review
Support Rating
Freshworks Inc
When you initially log in to Freshworks, you get snippets to guide you on how to set up. You have a chat option on every page so you can reach out to the support agent and get your issues resolved in real time. The agents are fast, responsive, and experienced in handling even a person who introduced CRM to the world...
Read full review
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.
Read full review
In-Person Training
Freshworks Inc
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.
Read full review
Online Training
Freshworks Inc
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
Read full review
Implementation Rating
Freshworks Inc
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
Read full review
Alternatives Considered
Freshworks Inc
We selected FreshSales because we needed something cheaper and more user-friendly than Salesforce, but we're now in the process of switching to HubSpot because it gives you the best of both worlds - ease of use + scale and reliability
Read full review
Unbounce
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
Read full review
Contract Terms and Pricing Model
Freshworks Inc
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.
Read full review
Scalability
Freshworks Inc
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.
Read full review
Professional Services
Freshworks Inc
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
Read full review
Return on Investment
Freshworks Inc
  • Increased visibility of open deals, as well as encouraging 'clean' data
  • Faster data updating (if Freshsales is used as our sole source of data)
  • Some follow-ups are missed, as sales staff forget to create new tasks after each follow up, depending on if the call was answered or not (for example)
Read full review
Unbounce
  • Improved services by organizing a database, pipeline, and custom reports in the verifying eligibility process.
  • Increased the number of orders we can verify eligibility for in 1 day.
  • Lowered the amount of time it takes to verify eligibility so we can get orders shipped out in a timely manner.
Read full review
ScreenShots

Freshsales Screenshots

Screenshot of Contact viewScreenshot of DashboardsScreenshot of WorkflowsScreenshot of Lead Sc

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.Screenshot of Screenshot of