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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    Ivanti ITSM

    Score6.4 out of 10
    N/AIvanti Neurons for ITSM offers the flexibility to deploy in the cloud, on-premises or a hybrid combination. It replaces the Ivanti Service Manager, powered by Heat.N/A
    Pricing
    InsightlyIvanti ITSM
    Editions & Modules
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    No answers on this topic
    Offerings
    Pricing Offerings
    InsightlyIvanti ITSM
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details—Ivanti Neurons for ITSM is offered as a cloud solution. The license model is subscription based and licensed per analyst and per asset.
    More Pricing Information
    Features
    InsightlyIvanti ITSM
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Ivanti ITSM
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Ivanti ITSM
    -
    Ratings
    Customer data management / contact management8.2405 Ratings00 Ratings
    Workflow management7.2372 Ratings00 Ratings
    Territory management7.390 Ratings00 Ratings
    Opportunity management8.2368 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.3379 Ratings00 Ratings
    Contract management6.521 Ratings00 Ratings
    Quote & order management7.275 Ratings00 Ratings
    Interaction tracking7.2333 Ratings00 Ratings
    Channel / partner relationship management7.724 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly and Ivanti ITSM
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Ivanti ITSM
    -
    Ratings
    Case management7.011 Ratings00 Ratings
    Call center management7.28 Ratings00 Ratings
    Help desk management7.19 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Insightly and Ivanti ITSM
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Ivanti ITSM
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Ivanti ITSM
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Ivanti ITSM
    -
    Ratings
    Task management7.1392 Ratings00 Ratings
    Billing and invoicing management6.039 Ratings00 Ratings
    Reporting7.3342 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly and Ivanti ITSM
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Ivanti ITSM
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Ivanti ITSM
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Ivanti ITSM
    -
    Ratings
    Custom fields8.4368 Ratings00 Ratings
    Custom objects7.7126 Ratings00 Ratings
    Scripting environment6.86 Ratings00 Ratings
    API for custom integration7.3195 Ratings00 Ratings
    Security
    Comparison of Security features of Insightly and Ivanti ITSM
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Ivanti ITSM
    -
    Ratings
    Single sign-on capability7.8282 Ratings00 Ratings
    Role-based user permissions7.4217 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and Ivanti ITSM
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Ivanti ITSM
    -
    Ratings
    Social data6.825 Ratings00 Ratings
    Social engagement8.078 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Insightly and Ivanti ITSM
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Ivanti ITSM
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Ivanti ITSM
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Ivanti ITSM
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Incident and problem management
    Comparison of Incident and problem management features of Insightly and Ivanti ITSM
    Feature
    Insightly
    -
    Ratings
    Ivanti ITSM
    7.6
    21 Ratings
    7% below category average
    Organize and prioritize service tickets00 Ratings8.021 Ratings
    Expert directory00 Ratings7.019 Ratings
    Service restoration00 Ratings8.417 Ratings
    Self-service tools00 Ratings8.020 Ratings
    Subscription-based notifications00 Ratings7.015 Ratings
    ITSM collaboration and documentation00 Ratings8.020 Ratings
    ITSM reports and dashboards00 Ratings6.721 Ratings
    ITSM asset management
    Comparison of ITSM asset management features of Insightly and Ivanti ITSM
    Feature
    Insightly
    -
    Ratings
    Ivanti ITSM
    8.1
    19 Ratings
    0% below category average
    Configuration mangement00 Ratings8.019 Ratings
    Asset management dashboard00 Ratings8.018 Ratings
    Policy and contract enforcement00 Ratings8.314 Ratings
    Change management
    Comparison of Change management features of Insightly and Ivanti ITSM
    Feature
    Insightly
    -
    Ratings
    Ivanti ITSM
    8.8
    18 Ratings
    4% above category average
    Change requests repository00 Ratings8.618 Ratings
    Change calendar00 Ratings8.818 Ratings
    Service-level management00 Ratings9.015 Ratings
    Best Alternatives
    InsightlyIvanti ITSM
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    Salesflare
    Score10 out of 10
    Agiloft Service Desk (discontinued)
    Score9 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    ManageEngine ServiceDesk Plus
    Score9.2 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    BMC FootPrints
    Score8.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyIvanti ITSM
    Likelihood to Recommend
    7.8
    (444 ratings)
    9.6
    (23 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    9.9
    (4 ratings)
    Usability
    7.5
    (180 ratings)
    7.8
    (7 ratings)
    Availability
    9.0
    (6 ratings)
    -
    (0 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    9.0
    (9 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    -
    (0 ratings)
    Configurability
    9.9
    (18 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    8.5
    (3 ratings)
    Ease of integration
    9.0
    (10 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (9 ratings)
    -
    (0 ratings)
    Professional Services
    10.0
    (1 ratings)
    8.0
    (3 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    -
    (0 ratings)
    User Testimonials
    InsightlyIvanti ITSM
    Likelihood to Recommend
    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
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    Ivanti
    We have been able to integrate our ISM system with Active Directory using API calls to automate user account creation and user Moves, Adds, and Changes. This has helped us make the employee onboarding and offboarding process much more efficient and less error prone. We cut down on mundane work for the account creation team and freed them to do more tier 2 and 3 tasks. Where the system has been less appropriate for us is trying to integrate non-IT service processes. We haven't gotten a lot of buy-in from groups that aren't used to using an IT related system to receive tasks. It will take some time for us to make a more user friendly, non-IT, Support role.
    Read full review
    Pros
    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
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    Ivanti
    • Very good at allowing a service line to configure the product to suit its needs. This is important so as to not have to craft operations around the technology, but the other way around!
    • A high level of flexibility to implement a great deal of automation. The product gives end users access to pre-defined or custom business rules and workflows as well as the ability to implement other forms of time savers!
    • There is a very comprehensive Help guide for end users and administrators alike. Quite often I have found the most obscure 'How To's' in this guide rather than needing to call into support or search out information on the Ivanti site.
    Incentivized
    Read full review
    Cons
    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
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    Ivanti
    • Had a little trouble sending some files remotely a few times, but it could have been on our end.
    • The system was a little different from what we were used to. We had to drill down into the program a bit more than expected.
    • We couldn't tell if some of our older machines were having problems with it, or if it was the program itself.
    Incentivized
    Read full review
    Likelihood to Renew
    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
    Ivanti
    We are fully committed to this system. After customizing it for the past 3 years we have no plans to change
    Incentivized
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    Usability
    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
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    Ivanti
    There's two sides to answering this question. From an Agent/Admin perspective, it's great. You can do a lot of really cool things and have a lot of options and tools available to you. From a customer perspective, you're not quite as spoilt for choice. Ivanti has been working on and improving their new mobile-responsive customer interface but in doing so have really limited the features they allow admins to configure. We've found this limiting but not unworkable. I hope this continues to improve.
    Read full review
    Reliability and Availability
    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
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    Ivanti
    No answers on this topic
    Performance
    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
    Ivanti
    No answers on this topic
    Support Rating
    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
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    Ivanti
    Support has been amazing. They are knowledgeable, respectful, efficient, and friendly. When something doesn't go according to plan, they go above and beyond to make sure your issues are resolved. I have come to think of them as an extension of my team!
    Incentivized
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    In-Person Training
    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
    Ivanti
    No answers on this topic
    Online Training
    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
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    Ivanti
    No answers on this topic
    Implementation Rating
    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
    Ivanti
    No answers on this topic
    Alternatives Considered
    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
    Ivanti
    Ivanti is far more user friendly than ManageEngine, and has more features than Jira Service Management. It takes longer to get used to Ivanti because of the extra features, but once you're on board with how it works and how to make changes, the possibilities and configuration options are almost endless
    Incentivized
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    Contract Terms and Pricing Model
    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
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    Ivanti
    On-premises vs being in Ivanti's Cloud is about 3-5 times the cost.
    Incentivized
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    Scalability
    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
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    Ivanti
    No answers on this topic
    Professional Services
    Unbounce
    Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
    Incentivized
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    Ivanti
    There are many companies for you to choose from. Many have expertise in specific areas. I highly recommend making sure you find one that can work for your specific project needs and then be willing to go in a different direction if needed. There are a few companies that have the personnel to cover everyone's basis but truthfully not many.
    Incentivized
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    Return on Investment
    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
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    Ivanti
    • In the Classroom Support department, this has provided a quick access system available via tablet for technicians on the go and has improved response time.
    • In the Helpdesk, this has assisted in the automation of repetitive tasks and assisted with providing better accountability for the completion of an assigned task.
    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