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
Klaviyo
Score 8.6 out of 10
N/A
Klaviyo is a marketing automation platform that helps businesses to centralize and use every piece of their customer data. With Klaviyo, businesses can combine customer data with more than 350 native integrations to automate personalized email and SMS communications that make customers feel seen. From mom-and-pop shops to established companies, Klaviyo states businesses like Dermalogica, Living Proof, Solo Stove, Citizen Watches, and more than 143,000 other paying users leverage their platform…
$20
per month
Pricing
Insightly
Klaviyo
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
Insightly
Klaviyo
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
Paid plans start at $20/month and include:
251 - 500 contacts
5,000 monthly email sends
150 SMS/MMS sending credits
Applicable SMS carrier fees
Mobile push notifications (free beta)
Email and chat support
Additional contacts, email and text sending credits, and service plans available to meet the needs of any size business.
View all of our pricing and estimate your total cost of ownership at klaviyo.com/pricing
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
If you are a big business, with thousands of customers, Klaviyo can be the thing that really kicks up your marketing. The amount of data you can collect and use can be invaluable. But if you don't have the time or money to devote to the marketing team, then you might waste money on data that you might not ever act upon
Very easy to setup Klaviyo with Bigcommerce for email & SMS capture, comes with templates that are simple to edit and publish.
Very easy to set up Klaviyo with other 3rd party apps like Yotpo Reviews and Loyalty, giving you easy access to send emails based on loyalty points or asking for a review.
Automated campaigns are a breeze! They come with preset templates to get started quick. Including a Welcome Series, Cart Abandonment Series, Lost Customer Series, and Browse Abandonment Series among others.
The platform is easy to navigate and use without having to spend time learning from videos or help files, we were able to just jump right in and use it.
Great features like targeting based on anything available in your data, including products purchased, loyalty standing, interactions, etc.
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.
At times the platform isn't as intuitive as you would like. Take the time to be onboarded and play around in the platform to get the hang of things. Utilize Klaviyo's resources and attend their live training sessions to help navigate the platform and implement best practices they recommend.
Can be pricey depending on company and email list.
Customization is limited at times. The brand font we utilized on all branded content wasn't available through Klaviyo. Previously we would have to go through the back end to implement our branded font, import our font, or create content on another platform to utilize our font.
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
Klaviyo is simply a great solution for e-com email marketing & customer relationship management:
User journey visibility: We can see our clients' customers on their individual user journeys (open email, site visits) to better understand and accommodate your customers.
Flow automation: Creating automated emails that follow up with new leads, those who abandoned carts, purchased.
Email design: So easy to use, and more friendly than some other visual builders that we've used.
Metrics visibility: We can see our clients' metrics very easily and adjust efforts accordingly.
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
The only reason why I did not give it a 10/10 is that it cannot distinguish purchases that came through subscription recharges instead of purchases that were driven directly by email sends. Other than that, the automation qualities, design features, and segmentation options make this an incredible email platform, and I am very happy with it
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.
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.
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.
Their support is always quick and we have recurring meetings with our advisor. they were great when we first started at walking us through the platform and helping us understand how to do the overall setup. They also have a wide variety of articles that cover must issues in a very clear manner that will get you out of a predicament really fast.
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.
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
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
Don't cut corners, do it right the first time, if you take your time to build everything the way you want it then it will run itself. The platform will help you increase revenue as long as you use the tools it provides. Don't be scared to ask questions, the support team will help you get to the next level
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.
MailChimp was adequate for basic email marketing, but Klaviyo offers a far superior experience with its advanced segmentation, automated flows, and deep integration with Shopify. Klaviyo’s behavioral data analysis and A/B testing provide more precise targeting, while its robust reporting tools help us understand customer preferences better. Overall, Klaviyo’s features are more tailored to our needs, making it a more powerful and effective platform.
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.
(+) 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.
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.
we have grown our revenue significantly without increasing our spend. This is critical.
retention rate has gone up tremendously with specific campaigns and audience targeting
would love to personalize more but we are a small team and struggle to do as much as we could. It would be great to have an account manager who could make account based recommendations
