Insightly vs. Miro

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly
Score 7.7 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.
$348
per year per user
Miro
Score 9.1 out of 10
N/A
Miro is the AI Innovation Workspace that brings teams and AI together to plan, co-create, and build the next big thing, faster. With the canvas as the prompt, Miro's collaborative AI workflows keep teams in the flow of work, scale shifts in ways of working, and drive organization-wide transformation.
$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 DetailsMonthly billing also available at $10 per month for the Starter plan, or $20 for the Business plan.
More Pricing Information
Community Pulse
InsightlyMiro
Features
InsightlyMiro
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.3
420 Ratings
7% below category average
Miro
-
Ratings
Customer data management / contact management8.2402 Ratings00 Ratings
Workflow management7.0369 Ratings00 Ratings
Territory management7.387 Ratings00 Ratings
Opportunity management8.1365 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.1376 Ratings00 Ratings
Contract management6.521 Ratings00 Ratings
Quote & order management7.172 Ratings00 Ratings
Interaction tracking6.9330 Ratings00 Ratings
Channel / partner relationship management7.724 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
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 Product A and Product B
Insightly
6.9
327 Ratings
12% below category average
Miro
-
Ratings
Lead management6.5311 Ratings00 Ratings
Email marketing7.3260 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
6.7
403 Ratings
14% below category average
Miro
-
Ratings
Task management6.9389 Ratings00 Ratings
Billing and invoicing management6.039 Ratings00 Ratings
Reporting7.1339 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
7.5
364 Ratings
2% below category average
Miro
-
Ratings
Forecasting7.092 Ratings00 Ratings
Pipeline visualization7.9341 Ratings00 Ratings
Customizable reports7.7328 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
7.3
366 Ratings
5% below category average
Miro
-
Ratings
Custom fields8.2365 Ratings00 Ratings
Custom objects7.3123 Ratings00 Ratings
Scripting environment6.86 Ratings00 Ratings
API for custom integration7.0192 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
7.5
313 Ratings
11% below category average
Miro
-
Ratings
Single sign-on capability7.6279 Ratings00 Ratings
Role-based user permissions7.4214 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
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 Product A and Product B
Insightly
6.3
156 Ratings
17% below category average
Miro
-
Ratings
Marketing automation7.5156 Ratings00 Ratings
Compensation management5.14 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
5.5
325 Ratings
32% below category average
Miro
-
Ratings
Mobile access5.5325 Ratings00 Ratings
Best Alternatives
InsightlyMiro
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Lucid Visual Collaboration Suite
Lucid Visual Collaboration Suite
Score 8.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Lucid Visual Collaboration Suite
Lucid Visual Collaboration Suite
Score 8.8 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Lucid Visual Collaboration Suite
Lucid Visual Collaboration Suite
Score 8.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyMiro
Likelihood to Recommend
7.6
(433 ratings)
9.1
(6069 ratings)
Likelihood to Renew
9.1
(34 ratings)
9.4
(185 ratings)
Usability
7.6
(169 ratings)
8.6
(451 ratings)
Availability
9.0
(6 ratings)
9.5
(20 ratings)
Performance
7.9
(25 ratings)
9.0
(19 ratings)
Support Rating
8.9
(34 ratings)
7.7
(63 ratings)
In-Person Training
9.1
(1 ratings)
1.0
(1 ratings)
Online Training
9.0
(8 ratings)
9.0
(7 ratings)
Implementation Rating
8.2
(26 ratings)
9.0
(3659 ratings)
Configurability
10.0
(18 ratings)
8.6
(14 ratings)
Contract Terms and Pricing Model
8.5
(3 ratings)
-
(0 ratings)
Ease of integration
9.0
(10 ratings)
8.1
(4001 ratings)
Product Scalability
9.0
(9 ratings)
8.6
(19 ratings)
Professional Services
10.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
9.1
(3 ratings)
6.5
(7 ratings)
Vendor pre-sale
7.9
(3 ratings)
5.9
(8 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
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Miro
Miro is the best tool for remote collaboration; it offers features that make teamwork feel natural and engaging regardless of our location. All-in-one and most reliable for visualizing ideas and workflows. It allows everyone to put ideas on one whiteboard that is easy for the entire team to have access, comments, and give updates, which eliminates the back-and-forth emails.
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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.
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Miro
  • Makes internal coordination between admin team and tutors extremely painless. It's like a single place where everyone can drop ideas, get updates and notes without loss of context which usually happens in long email threads.
  • Versioning and board history are handled very well, which drastically reduces the workload. They help me track how a policy or math guideline has evolved, and also make it easy to revert changes if something doesn't work.
  • Comments stick exactly where they are meant to, making internal reviews much clearer. Admins don't have to guess which note refers to which rule or section.
  • Exports are clean, so even non-Miro teammates get it instantly.
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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.
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Miro
  • As a designer, I miss some more creative features. I can't even get really into designing small things (like paths). Many of my colleagues have already switched to the Figma board because it is possible there.
  • Things often get lost in the workflow, especially in teams. Working on the same file often leads to misunderstandings and can be frustrating. For example, if text is accidentally deleted and cannot be recovered, or if images become distorted.
  • The scale on the board is missing, which often leads to size differences.
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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
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Miro
I have advocate for the renew of Miro quite few times, however, it is not under my control as the decision is made in another team with their own budget. I would buy for my own entrepreneur projects (1-2 members) as I do know the value and work there 100%. So, I would pay out of my own pocket to get the value. However, If I wouldn't know the value it provides, it would be hard to decide with the current freemium features
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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
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Miro
I love it. It should perhaps even be a 10, but there are only minor things that get me when it comes to trying to move around the images on the page and selecting images on the page. Nevertheless, I've used this tool randomly over various years numerous times.
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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.
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Miro
I only give a 9/10 because of the speed at which it loads. I have never experienced issues with Miro logging me out early, or some other technical issue causing the program to crash, or even it just loading in perpetuity without ever actually coming up (unlike other programs such as SFDC). It take a minute for all of my boards to come up after I click on it in my favorites, but besides that, it's all good.
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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.
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Miro
Sometimes it gets quite slow and there is a correlation between this and the size of the board. Hence we are trying to segment the boards based on product stages or projects so that the size doesn't go big. When you go from discovery to delivery on a simple board, it will get large and difficult to load, even crash or go white screen
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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.
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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
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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.
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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
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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.
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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
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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.
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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.
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Miro
I use both for different things really. Figma is better for design and prototype applications with coding being enabled in Figma (which isn't part of Miro's tools). As I said earlier, I use other programmes when there is a lack in Miro, in this case the coding element. Also Miro is better suited for BAU, so I can utilise this by bringing part of the business into using it. Figma isn't collaborative enough for this purpose. Miro overall has a better user experience
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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.
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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.
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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
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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
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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.
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Miro
  • Offer infinite canvas that allow me to brainstorm, organize ideas and think visually.
  • Effective for creating prototypes and wireframes, which saves time, reduces back-and-forth, and prevents costly mistakes.
  • Features like mind mapping, kanban boards, and flowcharts help me to visualize complex projects easily.
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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.Screenshot of Screenshot of

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.