TrustRadius: an HG Insights company

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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

    Meltwater

    Score7.6 out of 10
    N/AMeltwater Media Intelligence platform is a set of public relations software tools for media monitoring, social media monitoring, and collecting brand insights. The four areas of functionality are Monitor, Analyze, Distribute, and Engage. (Note that this product combines features from the vendor Meltwater's former Buzz, Press, and News products.)N/A
    Pricing
    InsightlyMeltwater
    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
    InsightlyMeltwater
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    InsightlyMeltwater
    Considered Both Products
    Unbounce
    No answer on this topic
    Meltwater
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    63%
    Would buy again
    20 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    62%
    Delivers good value for the price
    16 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    69%
    Happy with the feature set
    22 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    63%
    Lived up to sales and marketing promises
    15 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    81%
    Implementation went as expected
    22 Answers
    Features
    InsightlyMeltwater
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Meltwater
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Meltwater
    -
    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 Meltwater
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Meltwater
    -
    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 Meltwater
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Meltwater
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Meltwater
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Meltwater
    -
    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 Meltwater
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Meltwater
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Meltwater
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Meltwater
    -
    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 Meltwater
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Meltwater
    -
    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 Meltwater
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Meltwater
    -
    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 Meltwater
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Meltwater
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Meltwater
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Meltwater
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Best Alternatives
    InsightlyMeltwater
    Small Businesses
    Salesflare
    Score10 out of 10
    Help a Reporter Out (HARO)
    Score5 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Cision Communications Cloud
    Score8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Cision Communications Cloud
    Score8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyMeltwater
    Likelihood to Recommend
    7.8
    (444 ratings)
    7.2
    (73 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    10.0
    (10 ratings)
    Usability
    7.5
    (180 ratings)
    5.6
    (5 ratings)
    Availability
    9.0
    (6 ratings)
    10.0
    (1 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    10.0
    (29 ratings)
    In-Person Training
    9.1
    (1 ratings)
    8.0
    (1 ratings)
    Online Training
    9.0
    (8 ratings)
    8.0
    (1 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    6.1
    (2 ratings)
    Configurability
    9.9
    (18 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (9 ratings)
    -
    (0 ratings)
    Professional Services
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    1.0
    (1 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    9.1
    (1 ratings)
    User Testimonials
    InsightlyMeltwater
    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
    Read full review
    Meltwater
    Meltwater is well-suited for agencies that have an engagement team who is looking to service a variety of client needs such as social media reporting, public relations outreach, and community management. If you're looking to have a platform serve just one need, you can still use Meltwater but will get more bang for your buck if you are needing a variety of tools.
    Incentivized
    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
    Read full review
    Meltwater
    • Media research - you can search for relevant publications and journalists to add to your media list.
    • Earned media coverage - you can search for coverage of your brand and find news stories that also include data that may be useful (how many people did the story reach for example).
    • Building media lists - if you have no current existing list, you can build and export one in Excel for example.
    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
    Read full review
    Meltwater
    • The dashboards are not user-friendly, customizable (color, font size, etc.), or worthy of presenting to a client. All of the insights from a dashboard get pulled from the platform and placed into a more client-friendly presentation.
    • Paywalls for certain publications connected to who-knows-what. DowJones racket limits media monitoring capabilities and results in manual searches for a growing number of publications.
    • TVeyes, the broadcast monitoring arm of the media monitoring capabilities, just needs TLC and to become more client-facing. Currently, the links produced to share clips look sketchy, and they have a relatively short shelf life.
    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
    Meltwater
    Meltwater works well for our organization and has allowed us to meet our internal goals. We are always open to new products and services that may be able to provide similar or better features; however, our experience has been that many of Meltwater's competitors are not up to the task.
    Incentivized
    Read full review
    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
    Read full review
    Meltwater
    Once you get some basic training it's pretty easy to use. I would like to see training manuals, or instructional videos to help me explore features I'm not currently using.
    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
    Read full review
    Meltwater
    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
    Meltwater
    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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    Meltwater
    Our account rep at Meltwater went dark for a long time. Then, a couple of weeks ago, our new account manager reached out to set up a meeting. Apparently, they had a big shakeup in the company, and there were some personnel changes. Our new account rep was great in discussing the platform's capabilities that were available to us and even offered to schedule a follow-up meeting with his technical team to introduce our new social media team members to the platform and how it could help them with their jobs.
    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
    Meltwater
    Again, really in-depth and helpful for a program that is really easy to use.
    Read full review
    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
    Read full review
    Meltwater
    Walked step by step through program. Very informative on a program that doesn't require much training.
    Read full review
    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
    Meltwater
    You are only allowed 15 users, so make sure you've identified who will have access to use the tool.
    Read full review
    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
    Meltwater
    I was looking for a full-service option. I did some research. What really sold me was the presentation. They offered products that were helpful, and I wasn’t even aware of them. It is more expensive than the other products that are out there, but you get more. The other companies are good, but Meltwater Media Intelligence is more full service.
    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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    Meltwater
    No answers on this topic
    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
    Read full review
    Meltwater
    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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    Meltwater
    No answers on this topic
    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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    Meltwater
    • As a PR firm, we rely on the media databases that [Meltwater Media Intelligence Platform] supplies to deliver the media exposure that they expect from us.
    • We utilize their tracking of media hits for our overall reporting to our clients.
    • Both of these are advantageous in helping us to not only keep our existing clients happy but also to gain new clients (and, in turn - revenue), as well.
    Incentivized
    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