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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

    Microsoft Project

    Score7.6 out of 10
    N/AMicrosoft Project is a project management software. It provides core PM functionality, including agile workflow support and resource management. Project can be deployed in the cloud or on-premise.

    $120

    per year per user

    Pricing
    InsightlyMicrosoft Project
    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
    Project Server
    $0
    Planner Plan 1
    $10
    per month per user
    Planner and Project Plan 3
    $30
    per month per user
    Planner and Project Plan 5
    $55
    per month per user
    Project Standard 2024
    $679.99
    one-time fee per installation
    Project Professional 2024
    $1,129.99
    one-time fee per installation
    Offerings
    Pricing Offerings
    InsightlyMicrosoft Project
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Plans are billed annually.
    More Pricing Information
    Community Pulse
    InsightlyMicrosoft Project
    Considered Both Products
    Unbounce
    Chose Insightly
    Of all the products I tried, Insightly was the most intuitive to configure & use. It felt like a very clean & efficient application to use.
    Incentivized
    Microsoft
    Chose Microsoft Project
    Microsoft Projects is more widely used and integrates with our Microsoft Office 365 suite of products. Speaking with peers within the industry it appears Microsoft Projects is a better fit for telecoms companies. Resource and task management seem easier and more effective with …
    Incentivized
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    87%
    Would buy again
    41 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    98%
    Delivers good value for the price
    42 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    94%
    Happy with the feature set
    44 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    100%
    Lived up to sales and marketing promises
    34 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    89%
    Implementation went as expected
    34 Answers
    Features
    InsightlyMicrosoft Project
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Microsoft Project
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Microsoft Project
    -
    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 Microsoft Project
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Microsoft Project
    -
    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 Microsoft Project
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Microsoft Project
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Microsoft Project
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Microsoft Project
    -
    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 Microsoft Project
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Microsoft Project
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Microsoft Project
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Microsoft Project
    -
    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 Microsoft Project
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Microsoft Project
    -
    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 Microsoft Project
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Microsoft Project
    -
    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 Microsoft Project
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Microsoft Project
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Microsoft Project
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Microsoft Project
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Insightly and Microsoft Project
    Feature
    Insightly
    -
    Ratings
    Microsoft Project
    8.0
    111 Ratings
    4% above category average
    Task Management00 Ratings8.2110 Ratings
    Resource Management00 Ratings7.7107 Ratings
    Gantt Charts00 Ratings9.0107 Ratings
    Scheduling00 Ratings8.5109 Ratings
    Workflow Automation00 Ratings10.083 Ratings
    Team Collaboration00 Ratings7.298 Ratings
    Support for Agile Methodology00 Ratings4.383 Ratings
    Support for Waterfall Methodology00 Ratings7.883 Ratings
    Document Management00 Ratings9.077 Ratings
    Email integration00 Ratings5.082 Ratings
    Mobile Access00 Ratings10.067 Ratings
    Timesheet Tracking00 Ratings10.073 Ratings
    Change request and Case Management00 Ratings7.364 Ratings
    Budget and Expense Management00 Ratings7.486 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Insightly and Microsoft Project
    Feature
    Insightly
    -
    Ratings
    Microsoft Project
    8.6
    79 Ratings
    11% above category average
    Quotes/estimates00 Ratings7.355 Ratings
    Invoicing00 Ratings10.045 Ratings
    Project & financial reporting00 Ratings7.276 Ratings
    Integration with accounting software00 Ratings10.050 Ratings
    Best Alternatives
    InsightlyMicrosoft Project
    Small Businesses
    Salesflare
    Score10 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyMicrosoft Project
    Likelihood to Recommend
    7.8
    (444 ratings)
    8.2
    (111 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    10.0
    (3 ratings)
    Usability
    7.5
    (180 ratings)
    8.7
    (9 ratings)
    Availability
    9.0
    (6 ratings)
    -
    (0 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    8.2
    (34 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    5.0
    (1 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)
    -
    (0 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    -
    (0 ratings)
    User Testimonials
    InsightlyMicrosoft Project
    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
    Microsoft
    Microsoft Project Online is suited to Turnkey Projects where more Collaboration is required in Project Progress monitoring, risk assessment and conveying, issue recording and tracking. It is less appropriate when ERP Suites other than MS Dynamics are used, i.e when Enterprises need to integrate Finance / Accounting with It and having straight project management workflow
    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
    Microsoft
    • I love the Gantt Chart that Microsoft Project offers me, because it provides me with a view from various aspects, it provides me with exact details about the fulfillment of tasks over a period of time, it also allows me to make comparisons with the necessary data and the fulfilled data. by the employees, in order to know exactly if the project's expectations have been met.
    • I love the Gantt Chart that Microsoft Project offers me, because it provides me with a view from various aspects, it provides me with exact details about the fulfillment of tasks over a period of time, it also allows me to make comparisons with the necessary data and the fulfilled data by the employees, in order to know exactly if the project's expectations have been met.
    • The alert system for the fulfillment and delay of assignments is perfect. Microsoft Project allows me to configure the task system, I can assign the necessary tasks to fulfill the project, and the software alerts me immediately if the managers are fulfilling the assignments.
    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
    Microsoft
    • Seems overly complicated for users sometimes in using Project and its functionalities
    • Hard to share files for those folks who do not have MS Project, and then have to print out for them
    • Can be confusing since it looks and feels like MS Excel
    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
    Microsoft
    I like using Microsoft Project. It simplifies building a schedule
    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
    Microsoft
    Microsoft
    Project is easy to operate because data could be inserted, changed and
    deleted like you are in an Excel timesheet. Besides, it provides a great
    level of automation beween his fields allowing few data changes. Also, its
    funcionalities are well defined and grouped in upper menus, so you can find a
    funcionality quickly
    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
    Microsoft
    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
    Microsoft
    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
    Read full review
    Microsoft
    Microsoft in recent years has transformed itself and gives a positive feeling when one interacts with the company. The company is focusing on its customers and willing to go extra mile to make customers happy.The company continues to invest in its products and bringing new features from time to time. Overall it is a positive feeling to be associated with such an iconic company.
    Incentivized
    Read full review
    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
    Microsoft
    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
    Read full review
    Microsoft
    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
    Microsoft
    I wasn't part of it so I don't know
    Incentivized
    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
    Microsoft
    While many of the above tools are extremely well-versed, Microsoft Project's largest advantage comes from it being related to the largest business productivity company in the world. Project does have its sharing limitations - but regardless, offers one of the most robust tools in the market today. Microsoft Project is built with large-scale projects in mind but is more than up to the task for smaller projects as well. However, there are options available (especially cloud-based options) that may be more fitting for higher-level projects that do not require going into the weeds.
    Incentivized
    Read full review
    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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    Microsoft
    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
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    Microsoft
    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
    Read full review
    Microsoft
    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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    Microsoft
    • Project saved me, as the project manager, countless hours of digging through tickets and schedules to plan everything out. It also saved me time in adjusting the project triangle as needed, since it does so much automatically.
    • It is costly, and since it requires extensive training to master, it's not just the high licensing cost that you need to take into account.
    • The reporting features - even just printing out Gantt charts - makes it far easier to communicate with stakeholders. That means less time for PMs doing all of this manually, and it means less follow-up questions and delays moving forward.
    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