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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

    Omnisend

    Score8.2 out of 10
    N/AOmnisend is an email and SMS marketing platform with features made to help ecommerce stores grow their audience and sales. It features one-click integration with major ecommerce platforms, pre-made automation and email templates, and 24/7/365 live customer support.

    $16

    per month 500 contacts, 6,000 emails / month

    Pricing
    InsightlyOmnisend
    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
    Free plan
    $0
    Standard plan
    $16
    per month
    Pro plan
    $59
    per month
    Offerings
    Pricing Offerings
    InsightlyOmnisend
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeRequired
    Additional Details—Omnisend offers three pricing plans: Free, Standard and Pro. The Free plan is used to explore all of Omnisend's features (emails, SMS, push notifications, popups, segmentation, analytics, etc), send up to 500 emails and push notifications, plus 60 SMS per month at no cost. The standard plan starts at $16 per month and includes everything in Free, unlimited web push notifications, a customer success manager and 24/7 support. From $59 per month, the Pro plan can be used to send unlimited emails and push notifications, get advanced reporting features, a dedicated Customer Success Manager, and priority 24/7 support. It also includes free SMS credits equal to the price of the Pro plan selected.
    More Pricing Information
    Features
    InsightlyOmnisend
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Omnisend
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Omnisend
    -
    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 Omnisend
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Omnisend
    -
    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 Omnisend
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Omnisend
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Omnisend
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Omnisend
    -
    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 Omnisend
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Omnisend
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Omnisend
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Omnisend
    -
    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 Omnisend
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Omnisend
    -
    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 Omnisend
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Omnisend
    -
    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 Omnisend
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Omnisend
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Omnisend
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Omnisend
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Insightly and Omnisend
    Feature
    Insightly
    -
    Ratings
    Omnisend
    7.3
    14 Ratings
    9% below category average
    WYSIWYG email editor00 Ratings8.213 Ratings
    Dynamic content00 Ratings5.612 Ratings
    Ability to test dynamic content00 Ratings7.711 Ratings
    Landing pages00 Ratings8.37 Ratings
    A/B testing00 Ratings8.49 Ratings
    Mobile optimization00 Ratings8.711 Ratings
    Email deliverability reporting00 Ratings7.013 Ratings
    List management00 Ratings6.613 Ratings
    Triggered drip sequences00 Ratings5.211 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Insightly and Omnisend
    Feature
    Insightly
    -
    Ratings
    Omnisend
    6.8
    13 Ratings
    11% below category average
    Dashboards00 Ratings6.212 Ratings
    Standard reports00 Ratings6.113 Ratings
    Custom reports00 Ratings8.110 Ratings
    Pre-Send Testing
    Comparison of Pre-Send Testing features of Insightly and Omnisend
    Feature
    Insightly
    -
    Ratings
    Omnisend
    8.7
    10 Ratings
    6% above category average
    Link Tracking00 Ratings8.88 Ratings
    Image Validation00 Ratings8.17 Ratings
    Inbox Display00 Ratings8.87 Ratings
    Email Previews00 Ratings9.110 Ratings
    Best Alternatives
    InsightlyOmnisend
    Small Businesses
    Salesflare
    Score10 out of 10
    Mad Mimi
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Campaign Monitor by Marigold
    Score9 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Emma by Marigold
    Score8.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyOmnisend
    Likelihood to Recommend
    7.8
    (444 ratings)
    6.3
    (14 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    -
    (0 ratings)
    Usability
    7.5
    (180 ratings)
    8.7
    (7 ratings)
    Availability
    9.0
    (6 ratings)
    -
    (0 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    5.0
    (1 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    -
    (0 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
    InsightlyOmnisend
    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
    Omnisend
    It's kind of an automation workflow, but for example you can set up a popup to appear at a specific time on a specific product page and offer the visitor something. The visitor then signs up and then (after you've set up your automation sequence) that visitor gets a specific welcome page based on the popup they signed up through, and then a specific order confirmation email and everything else flows from that specific popup. That's great because it's allowed us to sort of fine-tune our offerings to get our visitors' emails in the first place and offer, for example, someone browsing a product page for 3 minutes something different than someone staying 20 seconds on the homepage and then leaving.
    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
    Omnisend
    • Newsletter campaigns - the content editor is the usual one you see on email marketing apps, but it works so smoothly and well. Of course, there's Product Picker that allows you to just pick a product from your store and it goes straight into your newsletter--no need to add images or descriptions. Really easy.
    • Popups are great because they look amazing right out of the box. It's all pre-filled so if you don't like looking at a blank screen, you can just adapt the wording and it's there. voila!
    • Automation really is nice and it's the bulk of what we're doing now. It's like second level ecommerce marketing I guess, because you really see after some time how having automated steps can really save you time and make you a lot more money. Omnisend's automations are really good and intuitive and was really easy to learn and implement.
    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
    Omnisend
    • Initial setup wasn't firing right, support issue was handled pretty quickly and easily.
    • It does not go back and put previous orders/customers into the automation. It will only work with go-forward customers from the time you install the product. (At least that's what the outcome of our support inquiry told us...).
    • Would like to see more sample templates and campaigns.
    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
    Omnisend
    No answers on this topic
    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
    Omnisend
    The platform is super easy to use — even without deep technical knowledge. And the best part is, Omnisend keeps improving all the time.
    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
    Omnisend
    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
    Omnisend
    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
    Omnisend
    Support is weird. They ask you to keep everything in one thread, but they can't see your replies if they forward it to tech, and things easily get lost. Also tech support is HORRIBLE, they just seem snobby, and give horrible advice liek to test things on a live version vs staging
    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
    Omnisend
    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
    Omnisend
    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
    Omnisend
    No answers on this topic
    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
    Omnisend
    We can create marketing campaigns that can span across multiple channels so that we can reach more customers regardless of the platform they are using. The system combines multiple channels into a single workflow for maximum engagement. Comes with various features that make it easy to personalize messages based on the customer's journey.
    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
    Omnisend
    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
    Omnisend
    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
    Omnisend
    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
    Read full review
    Omnisend
    • I am able to see if ordered were placed based on who opened the email and clicked on links.
    • It’s had a positive impact on my business by being able to see what emails have produced direct sales.
    • It has helped to increase website traffic
    • It has allowed my to expand how I can communicate with potential customers.
    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

    Omnisend Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshot