Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly
Score 8.2 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
Nimble
Score 5.4 out of 10
N/A
Nimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.
$15
per month
Pricing
InsightlyNimble
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
Business
$19.00
Per User Per Month
Offerings
Pricing Offerings
InsightlyNimble
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
InsightlyNimble
Considered Both Products
Insightly
Chose Insightly
Out of all of the CRM systems that I tried, I was most impressed with Insightly and Nimble. Insightly was very easy to use and was not as "clunky" for me to use as HubSpot and SugarCRM. The email integration for insightly is smooth. I like the ability to CC your Insightly …
Nimble
Chose Nimble
See my previous comments in my first answer. I've detailed this answer with a comparison of Insightly vs Nimble.
Chose Nimble
I selected Nimble for the group message integration and social media integration. The other tools that I looked at had restrictions that kept me from the ease of managing my customers. Prospecting is a big part of my business, and having the triggers for contact from Nimble is …
Chose Nimble
Both Insightly and HubSpot are very capable systems in terms of CRM capabilities. However, Nimble is indispensable to us for its data enrichment feature that gives us the advantage of intel that is crucial for getting responses from our email campaigns We love how smart the …
Chose Nimble
Nimble is mainly used for contact management and email tracking, linking companies and people into a single database, and using the database as a communication panel.
Chose Nimble
Google Apps combined with Communication History and the Social portion of Nimble places it in a category by itself, in my opinion.
It is very cost effective.
I have found other tools cannot compete on pricing and the social aspect.
Chose Nimble
Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we …
Top Pros
Top Cons
Features
InsightlyNimble
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.3
398 Ratings
5% below category average
Nimble
8.5
30 Ratings
10% above category average
Customer data management / contact management8.5381 Ratings9.529 Ratings
Workflow management7.5349 Ratings8.428 Ratings
Territory management6.572 Ratings8.724 Ratings
Opportunity management7.6347 Ratings8.128 Ratings
Integration with email client (e.g., Outlook or Gmail)7.4355 Ratings9.429 Ratings
Contract management6.521 Ratings8.523 Ratings
Quote & order management7.063 Ratings6.621 Ratings
Interaction tracking7.5310 Ratings9.227 Ratings
Channel / partner relationship management7.724 Ratings8.126 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Insightly
7.1
13 Ratings
5% below category average
Nimble
8.1
22 Ratings
8% above category average
Case management7.011 Ratings7.922 Ratings
Call center management7.28 Ratings8.220 Ratings
Help desk management7.19 Ratings8.321 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Insightly
6.8
311 Ratings
11% below category average
Nimble
8.7
27 Ratings
14% above category average
Lead management6.9297 Ratings8.426 Ratings
Email marketing6.7244 Ratings9.026 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
7.2
383 Ratings
5% below category average
Nimble
8.2
29 Ratings
8% above category average
Task management7.3373 Ratings8.529 Ratings
Billing and invoicing management6.039 Ratings8.418 Ratings
Reporting8.3319 Ratings7.725 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
8.0
341 Ratings
5% above category average
Nimble
8.9
27 Ratings
16% above category average
Forecasting7.092 Ratings8.923 Ratings
Pipeline visualization8.2319 Ratings8.827 Ratings
Customizable reports8.9305 Ratings9.023 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
7.3
343 Ratings
3% below category average
Nimble
8.6
29 Ratings
13% above category average
Custom fields8.3342 Ratings9.029 Ratings
Custom objects7.3103 Ratings8.322 Ratings
Scripting environment6.86 Ratings8.518 Ratings
API for custom integration7.0176 Ratings8.820 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
7.5
293 Ratings
11% below category average
Nimble
9.3
26 Ratings
11% above category average
Single sign-on capability7.6260 Ratings9.424 Ratings
Role-based user permissions7.4196 Ratings9.324 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
90 Ratings
2% above category average
Nimble
8.4
29 Ratings
15% above category average
Social data6.825 Ratings8.429 Ratings
Social engagement8.078 Ratings8.429 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Insightly
5.9
145 Ratings
20% below category average
Nimble
8.8
25 Ratings
20% above category average
Marketing automation6.6145 Ratings8.725 Ratings
Compensation management5.14 Ratings8.919 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
8.7
308 Ratings
17% above category average
Nimble
8.3
27 Ratings
12% above category average
Mobile access8.7308 Ratings8.327 Ratings
Best Alternatives
InsightlyNimble
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.4 out of 10
Creatio
Creatio
Score 9.4 out of 10
Enterprises
Creatio
Creatio
Score 9.4 out of 10
Creatio
Creatio
Score 9.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyNimble
Likelihood to Recommend
8.1
(418 ratings)
8.5
(33 ratings)
Likelihood to Renew
8.7
(33 ratings)
8.3
(2 ratings)
Usability
8.0
(154 ratings)
8.5
(19 ratings)
Availability
9.0
(6 ratings)
-
(0 ratings)
Performance
8.0
(25 ratings)
-
(0 ratings)
Support Rating
8.6
(34 ratings)
9.8
(19 ratings)
In-Person Training
9.1
(1 ratings)
-
(0 ratings)
Online Training
9.0
(8 ratings)
-
(0 ratings)
Implementation Rating
7.7
(26 ratings)
-
(0 ratings)
Configurability
9.9
(18 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
8.7
(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
8.2
(3 ratings)
-
(0 ratings)
User Testimonials
InsightlyNimble
Likelihood to Recommend
Insightly, Inc.
The positive and negative feature lists are why I give Insightly a nine out of ten. A LOT of the features are unique, but the ones lacking affect how I envision the perfect workflow for my team. My job is to create and streamline processes for my team; with AppConnect, I'm hoping a lot of the manual work is taken off their plate so they can focus on the essential things. I really hope Insightly implements a true "reply to email" feature in the future.
Read full review
Nimble
This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.
Read full review
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.
Read full review
Nimble
  • Importing contacts in the CRM is very much consist of easy steps.
  • It allows me to create, edit and view contacts records anywhere from the web.
  • It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
  • it is playing an excellent role in managing our all relations.
Read full review
Cons
Insightly, Inc.
  • The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
  • The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
  • The customizable objects and fields are very useful but the System Settings interface could be more user-friendly
Read full review
Nimble
  • Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
  • Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.
Read full review
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
Read full review
Nimble
It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately
Read full review
Usability
Insightly, Inc.
There is really nothing as far as customization to the system that we cannot do. It's extremely easy to customize as well as use. Anything we want to add or remove to our Objects can usually be done in a few minutes or less. You can tell everything is very well thought out and was made to be modern and up to date.
Read full review
Nimble
The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.
Read full review
Reliability and Availability
Insightly, Inc.
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.
Read full review
Nimble
No answers on this topic
Performance
Insightly, Inc.
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.
Read full review
Nimble
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.
Read full review
Nimble
It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.
Read full review
In-Person Training
Insightly, Inc.
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.
Read full review
Nimble
No answers on this topic
Online Training
Insightly, Inc.
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
Read full review
Nimble
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
Read full review
Nimble
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
Read full review
Nimble
Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation. The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.
Read full review
Contract Terms and Pricing Model
Insightly, Inc.
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.
Read full review
Nimble
No answers on this topic
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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Nimble
No answers on this topic
Professional Services
Insightly, Inc.
Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
Read full review
Nimble
No answers on this topic
Return on Investment
Insightly, Inc.
  • Improved services by organizing a database, pipeline, and custom reports in the verifying eligibility process.
  • Increased the number of orders we can verify eligibility for in 1 day.
  • Lowered the amount of time it takes to verify eligibility so we can get orders shipped out in a timely manner.
Read full review
Nimble
  • Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
  • A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.
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.Screenshot of Screenshot of