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
Omnisend
Score 8.1 out of 10
N/A
Omnisend 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 DetailsOmnisend 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
Community Pulse
InsightlyOmnisend
Features
InsightlyOmnisend
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.4
413 Ratings
5% below category average
Omnisend
-
Ratings
Customer data management / contact management8.5395 Ratings00 Ratings
Workflow management7.2364 Ratings00 Ratings
Territory management7.783 Ratings00 Ratings
Opportunity management8.0361 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)6.8369 Ratings00 Ratings
Contract management6.521 Ratings00 Ratings
Quote & order management7.471 Ratings00 Ratings
Interaction tracking7.0324 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
7% 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 Product A and Product B
Insightly
6.6
322 Ratings
16% below category average
Omnisend
-
Ratings
Lead management6.3308 Ratings00 Ratings
Email marketing7.0255 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
6.6
397 Ratings
15% below category average
Omnisend
-
Ratings
Task management6.9385 Ratings00 Ratings
Billing and invoicing management6.039 Ratings00 Ratings
Reporting7.0333 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
7.5
356 Ratings
1% below category average
Omnisend
-
Ratings
Forecasting7.092 Ratings00 Ratings
Pipeline visualization8.1334 Ratings00 Ratings
Customizable reports7.5320 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
7.3
358 Ratings
5% below category average
Omnisend
-
Ratings
Custom fields8.0357 Ratings00 Ratings
Custom objects7.2116 Ratings00 Ratings
Scripting environment6.86 Ratings00 Ratings
API for custom integration7.2187 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
7.3
306 Ratings
14% below category average
Omnisend
-
Ratings
Single sign-on capability7.3273 Ratings00 Ratings
Role-based user permissions7.3207 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
90 Ratings
0% 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 Product A and Product B
Insightly
6.3
154 Ratings
16% below category average
Omnisend
-
Ratings
Marketing automation7.5154 Ratings00 Ratings
Compensation management5.14 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
5.6
320 Ratings
29% below category average
Omnisend
-
Ratings
Mobile access5.6320 Ratings00 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Insightly
-
Ratings
Omnisend
7.0
14 Ratings
12% below category average
WYSIWYG email editor00 Ratings8.113 Ratings
Dynamic content00 Ratings4.912 Ratings
Ability to test dynamic content00 Ratings8.011 Ratings
Landing pages00 Ratings8.67 Ratings
A/B testing00 Ratings8.19 Ratings
Mobile optimization00 Ratings8.611 Ratings
Email deliverability reporting00 Ratings6.413 Ratings
List management00 Ratings5.913 Ratings
Triggered drip sequences00 Ratings4.411 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Insightly
-
Ratings
Omnisend
6.3
13 Ratings
19% below category average
Dashboards00 Ratings5.512 Ratings
Standard reports00 Ratings5.413 Ratings
Custom reports00 Ratings8.010 Ratings
Pre-Send Testing
Comparison of Pre-Send Testing features of Product A and Product B
Insightly
-
Ratings
Omnisend
8.9
10 Ratings
12% above category average
Link Tracking00 Ratings9.08 Ratings
Image Validation00 Ratings8.57 Ratings
Inbox Display00 Ratings9.07 Ratings
Email Previews00 Ratings9.110 Ratings
Best Alternatives
InsightlyOmnisend
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Mad Mimi
Mad Mimi
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
VerticalResponse
VerticalResponse
Score 10.0 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Emma by Marigold
Emma by Marigold
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyOmnisend
Likelihood to Recommend
7.7
(433 ratings)
5.4
(14 ratings)
Likelihood to Renew
9.1
(34 ratings)
-
(0 ratings)
Usability
7.6
(169 ratings)
8.8
(7 ratings)
Availability
9.0
(6 ratings)
-
(0 ratings)
Performance
8.0
(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
8.1
(26 ratings)
-
(0 ratings)
Configurability
10.0
(18 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
8.6
(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
8.1
(3 ratings)
-
(0 ratings)
User Testimonials
InsightlyOmnisend
Likelihood to Recommend
Unbounce
If a business has a simple workflow for purchasing a product or service for a customer and they want to keep track of this workflow then Insightly is very useful. The more complex a business operation is then Insightly starts to become difficult to use. I would recommend Insightly for small and medium sized businesses. Large businesses might have issues delegating tasks across many different users in a large company
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.
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.
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.
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
Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.
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.
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.
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.
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.
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
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
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.
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.
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.
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.
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
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.
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.
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

Omnisend Screenshots

Screenshot of an overview of landing pages, with OmnisendScreenshot of an overview of email marketing, with OmnisendScreenshot of a description of Omnisend's pre-built ecommerce workflowsScreenshot of an overview of Omnisend's customer supportScreenshot of an overview of Omnisend's customer supportScreenshot of an overview of Omnisend's reporting