What users are saying about
19 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
641 Ratings
19 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 5.8 out of 100

Insightly

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
641 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Likelihood to Recommend

Highrise

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
Anonymous | TrustRadius Reviewer

Insightly

Of course. They have both CRM and Marketing modules. We use the CRM module only and it does make me believe that their app is well-suited for organisations / teams of different sizes, as the contact management and email management are the features which are most helpful for us in sending out emails whenever an AML case due date comes in.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Highrise
Insightly
8.2
Customer data management / contact management
Highrise
Insightly
8.7
Workflow management
Highrise
Insightly
8.4
Territory management
Highrise
Insightly
8.4
Opportunity management
Highrise
Insightly
8.1
Integration with email client (e.g., Outlook or Gmail)
Highrise
Insightly
8.5
Contract management
Highrise
Insightly
6.5
Quote & order management
Highrise
Insightly
8.4
Interaction tracking
Highrise
Insightly
8.7
Channel / partner relationship management
Highrise
Insightly
7.7

Customer Service & Support

Highrise
Insightly
7.1
Case management
Highrise
Insightly
7.0
Call center management
Highrise
Insightly
7.2
Help desk management
Highrise
Insightly
7.1

Marketing Automation

Highrise
Insightly
8.0
Lead management
Highrise
Insightly
8.3
Email marketing
Highrise
Insightly
7.8

CRM Project Management

Highrise
Insightly
7.6
Task management
Highrise
Insightly
8.3
Billing and invoicing management
Highrise
Insightly
6.0
Reporting
Highrise
Insightly
8.5

CRM Reporting & Analytics

Highrise
Insightly
7.8
Forecasting
Highrise
Insightly
7.0
Pipeline visualization
Highrise
Insightly
8.2
Customizable reports
Highrise
Insightly
8.1

Customization

Highrise
Insightly
7.4
Custom fields
Highrise
Insightly
7.9
Custom objects
Highrise
Insightly
7.6
Scripting environment
Highrise
Insightly
6.8
API for custom integration
Highrise
Insightly
7.1

Security

Highrise
Insightly
8.7
Single sign-on capability
Highrise
Insightly
8.9
Role-based user permissions
Highrise
Insightly
8.4

Social CRM

Highrise
Insightly
7.4
Social data
Highrise
Insightly
6.8
Social engagement
Highrise
Insightly
8.0

Integrations with 3rd-party Software

Highrise
Insightly
6.5
Marketing automation
Highrise
Insightly
7.8
Compensation management
Highrise
Insightly
5.1

Platform

Highrise
Insightly
8.2
Mobile access
Highrise
Insightly
8.2

Pros

Highrise

  • 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.
Averill Earls | TrustRadius Reviewer

Insightly

  • It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
  • I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
  • I can automatically subscribe my leads to the email list through the web forms provided by Insightly.
Michael Guth | TrustRadius Reviewer

Cons

Highrise

  • 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.
Derek Jones | TrustRadius Reviewer

Insightly

  • I only find the integration with the Google application practical, with other platforms it is a bit complex to understand.
  • The mobile version lacks many functions which are necessary to have a full port of this platform on the mobile.
  • Keep data in a public cloud, this can be a security risk. They should be able to give a tool where you can store the data privately and thus keep everything safe.
Stella Olsson | TrustRadius Reviewer

Likelihood to Renew

Highrise

Highrise 8.2
Based on 9 answers
Highrise is easy to use, has a nice UI overall, quick to load, and does most of what we need.
Rachel Panush | TrustRadius Reviewer

Insightly

Insightly 4.0
Based on 19 answers
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
Vanessa Johnson | TrustRadius Reviewer

Usability

Highrise

Highrise 9.0
Based on 1 answer
It's quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with
Derek Jones | TrustRadius Reviewer

Insightly

Insightly 8.8
Based on 54 answers
Insightly is so easy to setup and so intuitive. Easy to generate your reports and the iPhone app is very easy to use. Wish the email was a little more tightly integrated into Gmail, but Insightly does everything you would expect a CRM to do. Great t-shirts too!
Doug Mancosky | TrustRadius Reviewer

Reliability and Availability

Highrise

No score
No answers yet
No answers on this topic

Insightly

Insightly 10.0
Based on 6 answers
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Jane Beisell PMP, CIA | TrustRadius Reviewer

Performance

Highrise

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 44 answers
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Douglas Psulkowski, P.E. | TrustRadius Reviewer

Support Rating

Highrise

Highrise 9.0
Based on 1 answer
They are quick and SO nice. They are very friendly and are eager to help.
Denice Castillo | TrustRadius Reviewer

Insightly

Insightly 8.2
Based on 35 answers
I have never given any other software support a 10, but Insightly has really done a great job over the 3 years we have been using it. They are quick to respond, don't ask stupid questions, don't bump you to others, and every issue has been resolved in very short order.
Randie Frederick | TrustRadius Reviewer

Online Training

Highrise

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 5 answers
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
Eduardo Reyes | TrustRadius Reviewer

Implementation Rating

Highrise

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 57 answers
The only missing thing at this time that would make our implementation complete would be a tighter integration with Xero allowing us to send quotes and report on quotes from Insightly!Xero has, excuse the pun, ZERO reporting on quotes sent!!!They are both very good products, however it's the little things that make good GREAT!
Jeremy Grant | TrustRadius Reviewer

Alternatives Considered

Highrise

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.
Blake Baron | TrustRadius Reviewer

Insightly

Salesforce will always be the crown jewel of CRM tools. The robust features and ability to integrate with other tools makes it difficult to challenge. But you get what you pay for and Salesforce is incredibly expensive. That's why my company likes using Insightly because of the cost impact to our business. It's not nearly as pricey and we end up using most of the features available.
Anonymous | TrustRadius Reviewer

Scalability

Highrise

No score
No answers yet
No answers on this topic

Insightly

Insightly 7.8
Based on 6 answers
(+) 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.
Phil Cashen | TrustRadius Reviewer

Return on Investment

Highrise

  • 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
Stephanie Belleville | TrustRadius Reviewer

Insightly

  • The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
  • Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.
Chris Stephens, CTS | TrustRadius Reviewer

Screenshots

Pricing Details

Highrise

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Highrise Editions & Modules

Edition
Highrise$4.001
  1. Per User Per Month
Additional Pricing Details

Insightly

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Insightly Editions & Modules

Edition
Plus$29.001
Professional$49.001
Enterprise$99.001
  1. Per User/Per Month (billed annually)
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Highrise
9.0
Insightly
8.2

Likelihood to Renew

Highrise
8.2
Insightly
4.0

Usability

Highrise
9.0
Insightly
8.8

Reliability and Availability

Highrise
Insightly
10.0

Performance

Highrise
Insightly
8.3

Support Rating

Highrise
9.0
Insightly
8.2

Online Training

Highrise
Insightly
9.0

Implementation Rating

Highrise
Insightly
8.6

Scalability

Highrise
Insightly
7.8

Add comparison