Highrise CRM (discontinued) vs. Insightly

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Highrise CRM (discontinued)
Score 3.5 out of 10
N/A
Highrise is a simple CRM, allowing the user to track leads and manage follow ups with zero learning curve. Highrise is only available and supported for existing customers. As of August 2018 Highrise is no longer available to new customers. Existing customers may still take advantage of Highrise.
$4
Per User Per Month
Insightly
Score 8.2 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
Highrise CRM (discontinued)Insightly
Editions & Modules
Highrise
$4.00
Per User 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
Highrise CRM (discontinued)Insightly
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Highrise CRM (discontinued)Insightly
Considered Both Products
Highrise CRM (discontinued)
Chose Highrise CRM (discontinued)
Previously we were using Insightly which had very few features. We looked at some bundled packages, but they were more than we needed.
Insightly
Chose Insightly
We evaluated both Highrise and Salesforce in the early research stages to fulfill our needs. Salesforce was both too complex and far too expensive to be a suitable solution for our business. Highrise seemed like a more approachable alternative within a similar price range to …
Chose Insightly
Insightly still feels more simple to use - not so 'step complex' ... and gives me quick access to the things that I need ....
Top Pros
Top Cons
Features
Highrise CRM (discontinued)Insightly
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Highrise CRM (discontinued)
-
Ratings
Insightly
7.0
397 Ratings
10% below category average
Customer data management / contact management00 Ratings8.3380 Ratings
Workflow management00 Ratings7.3348 Ratings
Territory management00 Ratings5.671 Ratings
Opportunity management00 Ratings7.3346 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.1354 Ratings
Contract management00 Ratings6.521 Ratings
Quote & order management00 Ratings6.262 Ratings
Interaction tracking00 Ratings7.2309 Ratings
Channel / partner relationship management00 Ratings7.724 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Highrise CRM (discontinued)
-
Ratings
Insightly
7.1
13 Ratings
6% 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 Product A and Product B
Highrise CRM (discontinued)
-
Ratings
Insightly
6.9
311 Ratings
10% below category average
Lead management00 Ratings7.0297 Ratings
Email marketing00 Ratings6.8244 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Highrise CRM (discontinued)
-
Ratings
Insightly
7.1
382 Ratings
7% below category average
Task management00 Ratings7.1372 Ratings
Billing and invoicing management00 Ratings6.039 Ratings
Reporting00 Ratings8.2318 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Highrise CRM (discontinued)
-
Ratings
Insightly
7.9
340 Ratings
3% above category average
Forecasting00 Ratings7.092 Ratings
Pipeline visualization00 Ratings7.9318 Ratings
Customizable reports00 Ratings8.6304 Ratings
Customization
Comparison of Customization features of Product A and Product B
Highrise CRM (discontinued)
-
Ratings
Insightly
7.4
342 Ratings
2% below category average
Custom fields00 Ratings8.5341 Ratings
Custom objects00 Ratings7.3102 Ratings
Scripting environment00 Ratings6.86 Ratings
API for custom integration00 Ratings7.1176 Ratings
Security
Comparison of Security features of Product A and Product B
Highrise CRM (discontinued)
-
Ratings
Insightly
7.1
292 Ratings
16% below category average
Single sign-on capability00 Ratings7.2259 Ratings
Role-based user permissions00 Ratings7.1195 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Highrise CRM (discontinued)
-
Ratings
Insightly
7.4
90 Ratings
1% above 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
Highrise CRM (discontinued)
-
Ratings
Insightly
5.9
145 Ratings
20% below category average
Marketing automation00 Ratings6.6145 Ratings
Compensation management00 Ratings5.14 Ratings
Platform
Comparison of Platform features of Product A and Product B
Highrise CRM (discontinued)
-
Ratings
Insightly
8.7
308 Ratings
16% above category average
Mobile access00 Ratings8.7308 Ratings
Best Alternatives
Highrise CRM (discontinued)Insightly
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.3 out of 10
Creatio
Creatio
Score 9.3 out of 10
Enterprises
Creatio
Creatio
Score 9.3 out of 10
Creatio
Creatio
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Highrise CRM (discontinued)Insightly
Likelihood to Recommend
9.0
(10 ratings)
8.1
(417 ratings)
Likelihood to Renew
8.2
(9 ratings)
8.7
(33 ratings)
Usability
9.0
(1 ratings)
7.8
(153 ratings)
Availability
-
(0 ratings)
9.0
(6 ratings)
Performance
-
(0 ratings)
8.0
(25 ratings)
Support Rating
9.0
(1 ratings)
8.5
(34 ratings)
In-Person Training
-
(0 ratings)
9.1
(1 ratings)
Online Training
-
(0 ratings)
9.0
(8 ratings)
Implementation Rating
-
(0 ratings)
7.7
(26 ratings)
Configurability
-
(0 ratings)
9.9
(18 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
8.7
(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)
8.3
(3 ratings)
User Testimonials
Highrise CRM (discontinued)Insightly
Likelihood to Recommend
Discontinued Products
We chose to work with the Basecamp product and along with it came Highrise. They're a great 37 signals package together. So we chose to work with Highrise because of Basecamp
Read full review
Insightly, Inc.
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
Discontinued Products
  • Easy batch upload of new contacts - if you gathered names and contact info for a bunch of people at an event or conference or what have you, put it in a spreadsheet and upload it for easy and efficient adding to the database.
  • Simple communication and outreach tracking - each user has an individualized dropbox email address; you can BCC:, CC:, or forward an email to or from a client or contact, and Highrise automatically associates and records that email with the contact in the database.
  • Task assignments - users can create and task assignments associated with specific contacts (ie - Send Suzy J. a gift box on Oct 1; Follow Marla K. and Billy Z. on Twitter & Facebook; Get an updated address from Nathan R.)
  • Tags - easily create lists of contacts who fit certain needs (I need a: food blogger, in TX, who has a Facebook page - we have "food blogger", "TX," and "Facebook" tags in our system) that is then exportable; also useful for knowing the important associations of a particular contact.
Read full review
Insightly, Inc.
  • 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
Discontinued Products
  • Im actually pretty happy with the system as it is. The best aspect of Highrise is that it is very easy to work with - no need to struggle with manuals and lengthy training.
  • Not really a problem I suppose but I pay for Highrise as part of a suite which includes other products - Basecamp, Backpack and Campfire. It would be nice to see more integration between these products.
Read full review
Insightly, Inc.
  • 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
Discontinued Products
Highrise is easy to use, has a nice UI overall, quick to load, and does most of what we need.
Read full review
Insightly, Inc.
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
Discontinued Products
It's quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with
Read full review
Insightly, Inc.
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
Discontinued Products
No answers on this topic
Insightly, Inc.
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
Discontinued Products
No answers on this topic
Insightly, Inc.
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
Discontinued Products
They are quick and SO nice. They are very friendly and are eager to help.
Read full review
Insightly, Inc.
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
Discontinued Products
No answers on this topic
Insightly, Inc.
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
Discontinued Products
No answers on this topic
Insightly, Inc.
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
Discontinued Products
No answers on this topic
Insightly, Inc.
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
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Alternatives Considered
Discontinued Products
Highrise is simple to use and is run by the same folks who build Basecamp and 37Signals. We wanted something that would do the essentials without the cumbersome bells and whistles. Salesforce is almost too complicated if you don't have a whole sales operation and analytics division. One day we will probably outgrow Highrise, but not yet.
Read full review
Insightly, Inc.
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
Discontinued Products
No answers on this topic
Insightly, Inc.
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
Discontinued Products
No answers on this topic
Insightly, Inc.
(+) 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.
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Professional Services
Discontinued Products
No answers on this topic
Insightly, Inc.
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
Discontinued Products
  • Better customer service, I am able to look up client info in a more organized way
  • I feel that our efficiency has really increased. Highrise is a lot faster than our old program
  • Highrise keeps us very organized. but it would be helpful if there was a project management section we could implement
Read full review
Insightly, Inc.
  • 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

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