Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly
Score 8.6 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.
$0
per month Up to 2 users
Korero
Score 8.9 out of 10
Small Businesses (1-50 employees)
Korero is designed to be a one stop solution for Customer Relationship Management, Collaboration and Communication combined with Automation features to empower and make your sales team highly effective and productive. Primarily focused on the B2B and Small & Medium Enterprises sector, Korero boasts a simplified User Interface for a great User Experience. Korero is available as a Software as a Service solution – pay as you go, cloud enabled with an omnichannel presence (Android…
$10
per user
Pricing
InsightlyKorero
Editions & Modules
Free
$0
per month Up to 2 users
Plus
$29.00
Per User/Per Month (billed annually)
Professional
$49.00
Per User/Per Month (billed annually)
Enterprise
$99.00
Per User/Per Month (billed annually)
Basic
$10.00
per user
Professional
$22.00
per user
Offerings
Pricing Offerings
InsightlyKorero
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsPricing is computed on a monthly basis, exclusive of VAT and minimum time is 1 month.
More Pricing Information
Features
InsightlyKorero
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.6
379 Ratings
1% below category average
Korero
8.2
3 Ratings
6% above category average
Customer data management / contact management8.7365 Ratings8.23 Ratings
Workflow management8.2331 Ratings8.13 Ratings
Territory management7.557 Ratings00 Ratings
Opportunity management7.9332 Ratings8.43 Ratings
Integration with email client (e.g., Outlook or Gmail)7.6338 Ratings9.11 Ratings
Contract management6.521 Ratings00 Ratings
Quote & order management6.752 Ratings7.13 Ratings
Interaction tracking7.3295 Ratings00 Ratings
Channel / partner relationship management7.724 Ratings8.21 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Insightly
7.1
13 Ratings
6% below category average
Korero
7.5
3 Ratings
0% below category average
Case management7.011 Ratings8.13 Ratings
Call center management7.28 Ratings00 Ratings
Help desk management7.19 Ratings6.93 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Insightly
7.6
296 Ratings
1% above category average
Korero
7.8
3 Ratings
3% above category average
Lead management8.0282 Ratings7.93 Ratings
Email marketing7.2232 Ratings7.72 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
7.7
364 Ratings
1% above category average
Korero
8.3
3 Ratings
9% above category average
Task management8.5355 Ratings8.63 Ratings
Billing and invoicing management6.039 Ratings8.13 Ratings
Reporting8.7301 Ratings8.12 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
8.0
325 Ratings
5% above category average
Korero
8.5
3 Ratings
11% above category average
Forecasting7.092 Ratings00 Ratings
Pipeline visualization8.5303 Ratings8.53 Ratings
Customizable reports8.4290 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
8.2
325 Ratings
8% above category average
Korero
8.1
3 Ratings
7% above category average
Custom fields9.1324 Ratings7.43 Ratings
Custom objects8.785 Ratings00 Ratings
Scripting environment6.86 Ratings8.62 Ratings
API for custom integration8.1165 Ratings8.21 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
8.1
277 Ratings
3% below category average
Korero
8.5
3 Ratings
2% above category average
Single sign-on capability8.3247 Ratings00 Ratings
Role-based user permissions7.8182 Ratings8.53 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
90 Ratings
2% above category average
Korero
6.4
1 Ratings
13% below category average
Social data6.825 Ratings6.41 Ratings
Social engagement8.078 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Insightly
6.0
136 Ratings
18% below category average
Korero
-
Ratings
Marketing automation6.8136 Ratings00 Ratings
Compensation management5.14 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
8.5
298 Ratings
12% above category average
Korero
8.1
3 Ratings
8% above category average
Mobile access8.5298 Ratings8.13 Ratings
Best Alternatives
InsightlyKorero
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyKorero
Likelihood to Recommend
8.8
(397 ratings)
8.8
(3 ratings)
Likelihood to Renew
8.1
(31 ratings)
-
(0 ratings)
Usability
8.7
(133 ratings)
8.5
(3 ratings)
Availability
10.0
(4 ratings)
-
(0 ratings)
Performance
10.0
(23 ratings)
-
(0 ratings)
Support Rating
7.0
(32 ratings)
7.9
(3 ratings)
Online Training
9.2
(7 ratings)
-
(0 ratings)
Implementation Rating
6.7
(23 ratings)
-
(0 ratings)
Configurability
7.0
(16 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
10.0
(1 ratings)
-
(0 ratings)
Ease of integration
10.0
(9 ratings)
-
(0 ratings)
Product Scalability
10.0
(7 ratings)
-
(0 ratings)
Vendor post-sale
10.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
InsightlyKorero
Likelihood to Recommend
Insightly, Inc.
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
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Innoverenit
Korero would be the best choice for freelance professionals, small and medium size companies, in my opinion. It is also a great platform for those who are looking for ATS and CRM together at an affordable price. For a one man company it becomes expensive to buy software and manage relationships and recruitment process online and in that scenario Korero platform comes handy with its offerings and price. Its relatively new in the market so I would say they can bring more add-ons with time but for now I feel it has a lot of potential to support the recruiters like me and many other businesses.
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Pros
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.
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Innoverenit
  • User friendly
  • Great support
  • Very affordable
  • Simple to use
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Cons
Insightly, Inc.
  • There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
  • Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
  • Items such as Contacts and Organizations don't always link together.
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Innoverenit
  • UI and UX
  • They provide good support but it can be improved
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Likelihood to Renew
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
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Innoverenit
No answers on this topic
Usability
Insightly, Inc.
The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
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Innoverenit
I’m pretty happy with Korero as it gives me an easy to use interface and a holistic view for my sales and recruitment requirements. It helps me keep a tab on various open opportunities and ones in the pipeline. At this point of time, my business requirements are well met.
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Reliability and Availability
Insightly, Inc.
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.
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Innoverenit
No answers on this topic
Performance
Insightly, Inc.
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.
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Innoverenit
No answers on this topic
Support Rating
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.
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Innoverenit
The support team is open for discussions and to look into to improve the system that is suits for us. If needed they are always available and they solve problems very fast. They give us the feeling that we are important for them. They don’t charge extra for any small questions. The support is very friendly.
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Online Training
Insightly, Inc.
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
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Innoverenit
No answers on this topic
Implementation Rating
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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Innoverenit
No answers on this topic
Alternatives Considered
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
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Innoverenit
Price point is a great advantage as it combines ATS and CRM . Easy to navigate and the best part is if I feel something is missing and needs improvement, I leave feedback and the company acts upon it. The support team is very responsive and my work has never been hindered.
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Scalability
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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Innoverenit
No answers on this topic
Return on Investment
Insightly, Inc.
  • We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
  • Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.
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Innoverenit
  • Increased sales' achievements by considerable number
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ScreenShots

Insightly Screenshots

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of

Korero Screenshots

Screenshot of Out-of-the-box Analytics - Pre configured Key Performance Indicators, Configurable Fiscal period settings, Real time Business performance reports for CEOs & Sales leadersScreenshot of Workflows integrated with Opportunity lifecycle,  ensures task governance  to deliver high quality quotesScreenshot of Approvals management - Easy configuration of processes for managing ApprovalsScreenshot of Perspectives view - Tile layout with analytics presented on Click of PulseScreenshot of Collaboration - Break the Silos - include users from other functions / disciplines, also extend invite to your alliance partners as collaboratorsScreenshot of Automation of Leads management and distribution