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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

    Miro

    Score9 out of 10
    N/AMiro is a web-based Collaborative Whiteboard platform that provides teams with an infinite digital canvas for visual planning, diagramming, and workflow mapping. The platform integrates a spatial user interface with automated drawing tools and natural-language processing (NLP) to structure freeform ideas into defined project workflows and database schemas.

    $10

    per month per user

    Pricing
    InsightlyMiro
    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
    1. Free - To discover what Miro can do. Always free
    $0
    2. Starter - Unlimited and private boards with essential features
    $8
    per month (billed annually) per user
    3. Business - Scales collaboration with advanced features and security
    $16
    per month (billed annually) per user
    4. Enterprise - For work across the entire organization, with support, security and control, to scale
    contact sales
    annual billing per user
    Offerings
    Pricing Offerings
    InsightlyMiro
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—Monthly billing also available at $10 per month for the Starter plan, or $20 for the Business plan.
    More Pricing Information
    Features
    InsightlyMiro
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Miro
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Miro
    -
    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 Miro
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Miro
    -
    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 Miro
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Miro
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Miro
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Miro
    -
    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 Miro
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Miro
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Miro
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Miro
    -
    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 Miro
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Miro
    -
    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 Miro
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Miro
    -
    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 Miro
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Miro
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Miro
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Miro
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Best Alternatives
    InsightlyMiro
    Small Businesses
    Salesflare
    Score10 out of 10
    Lucid Visual Collaboration Suite
    Score9 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Lucid Visual Collaboration Suite
    Score9 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Lucid Visual Collaboration Suite
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyMiro
    Likelihood to Recommend
    7.8
    (444 ratings)
    9.0
    (6389 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    9.2
    (199 ratings)
    Usability
    7.5
    (180 ratings)
    8.5
    (770 ratings)
    Availability
    9.0
    (6 ratings)
    8.8
    (24 ratings)
    Performance
    7.9
    (25 ratings)
    8.6
    (24 ratings)
    Support Rating
    8.9
    (34 ratings)
    7.1
    (71 ratings)
    In-Person Training
    9.1
    (1 ratings)
    5.9
    (4 ratings)
    Online Training
    9.0
    (8 ratings)
    8.6
    (11 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    8.9
    (3660 ratings)
    Configurability
    9.9
    (18 ratings)
    8.6
    (19 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    8.0
    (4001 ratings)
    Product Scalability
    9.0
    (9 ratings)
    8.8
    (24 ratings)
    Professional Services
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    6.9
    (12 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    7.1
    (13 ratings)
    User Testimonials
    InsightlyMiro
    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
    Miro
    We work on a lot of materials across different media. Sketches could be on real paper and later scanned, or on iPad and photoshops. Prototypes could be digital CAD models or 3D-printed models and later captured with cameras. Renderings be in another programs. So having Miro as whiteboard and being able to put all kind of materials (in forms of pictures or links) in one place and arrange them in a structural way is a huge productivity advantage for us.
    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
    Miro
    • Offer excellent structure to our meetings and planning sessions.
    • Impressive collaboration tools.
    • The range of available templates makes it easy to start working without starting from scratch.
    • Great for pulling ideas in a more visual way.
    • Simple to create interactive presentations.
    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
    Miro
    • Sometimes locating information on a bigger board is quite difficult as the information starts to look less sorted. So there can be a little bit of improvement in terms of bigger boards
    • Complex features are hard to navigate and implement without a proper hand. A little bit of intuitivity can help fix that, especially for beginners
    • In my opinion, a few more formatting tools for a legal workflow would really be a great add on
    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
    Miro
    Miro saves my day. I would spend at least 4x more time on documenting my projects and work without this tool. It support my day to day role and helps me be successful while saving my capacity. It is not only very easy to start working on it without additional training required, but also adapts to any use case that I might need to implement
    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
    Miro
    What elevates usability for me is how easily the software keeps everyone on the same page during the live session. When a team member is explaining a complex diagram, I can simply click on their avatar to instantly track their cursor and see the exact same perspective they are looking at, which is awesome.
    Incentivized
    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
    Miro
    I have not encountered events where Miro is not available. It is quite nice and reliable to be fair, even on my freemium version (startup) I don't have reliability issues. It does have sometimes where the screen refresh or "freezes" or "consumes a lot of data" and we have to rewind windows and the likes, this instances are very less
    Incentivized
    Read full review
    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
    Miro
    I took the loading quickly to be related to availability which I commented on before, so ditto with those comment on load time here. Although to reemphasize, Miro doesn't crash or just refuse to load like some other programs. The weak point of Miro for me is integration of files like Word, Excel, or PowerPoint (especially the later two). When you embed these, it gets slow, and complicated to bring them up while you're in the application.
    Incentivized
    Read full review
    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
    Miro
    We have never reached out to or contacted support because Miro's platform has been incredibly intuitive and user-friendly. The comprehensive resources available, such as tutorials, documentation, and community forums, have provided all the guidance we needed. The seamless integration with our existing tools and the reliability of the platform have ensured that we rarely encounter issues that require external assistance. This self-sufficiency has allowed us to focus more on our projects and collaboration without interruptions. Overall, our experience with Miro has been smooth and efficient, eliminating the need for additional support
    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
    Miro
    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
    Miro
    There was a series of webinars which Miro hosted with our organization that went over the basics, then progressively became more advanced with additional sections. The instructors were knowledgeable, and provided examples throughout the sessions, as well as answered peoples' questions. There was ample time and experience on the calls to cover a range of topics. The instructors were also very friendly and sociable, as well as honest. Of course Miro isn't a "God-tool" that does absolutely everything, but the instructors were aware and emphasized the strengths where Miro had them and sincerely accepted feedback.
    Incentivized
    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
    Miro
    Easy to learn, Miro has a series of videos on YouTube that effectively taught this program to my team members and me. The program is drag-and-drop and works excellently. People pick up on how to use it efficiently, and it's great for organizing ideas more freely. This product is more challenging for some older audiences who are not accustomed to using a touchpad, but for most, it was very easy to use.
    Incentivized
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    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
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    Miro
    I like that Miro is something that anyone from any department can pick up, use and understand. You do not need specific domain knowledge. Miro has clean UI so running complex exercises becomes easier and can be easily shared across tools/platforms. Managing large number of participants on Miro is easier. FigJam on the other side is simpler and suits the needs of quick and simple brainstorm
    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
    Read full review
    Miro
    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
    Miro
    Maybe is possible now so... Could be useful to manage in some way source code for the projects? not to edit so when we make solutions with different components in MIro, maybe each component could redirect to the source code of this component
    Incentivized
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    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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    Miro
    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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    Miro
    • Miro has helped increase productivity within teams because all the brainstorming, planning, and collaborative tasks can now be done within one tool.
    • Conversations about projects and decision-making processes are now quicker, allowing teams to plan and document their work much faster.
    • Working remotely has become much better because everyone can collaborate through Miro, eliminating communication gaps.
    • It has become easier to create documentation and follow up on meetings, saving time during the process.
    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

    Miro Screenshots

    Screenshot of Miro's design sprint templates, used to solve big challenges, create new products or improve existing ones.Screenshot of the Sprint Planning features in Miro, that assists Development Teams in creating a transparent understanding of what can be built and how. Users can run sprints and turn a team into creative and active participants. Today, many organizations use Agile tools to manage software development and other non-IT projects.Screenshot of the PI Planning Template that brings teams toward one vision of what stories to develop. Used to manage a backlog, increase productivity, and build the foundation for a successful PI Planning event. Miro’s PI Planning Template helps to get an overview of any PI Planning event, with step-by-step frames to guide the process.Screenshot of diagrams, concept maps, and system mapping templates used to communicate complex flows and create a shared understanding. Users can check off all the essential steps of the diagramming process and gain a complete overview of operations with Miro's diagramming templates collection.