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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

    OrangeHRM

    Score6.1 out of 10
    N/AThe OrangeHRM platform is a cloud-based HR platform with features for employee management, PTO/leave, recruitment and time tracking. It is available free and open-source, or commercially with advanced features for employee training and career development.N/A
    Pricing
    InsightlyOrangeHRM
    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
    No answers on this topic
    Offerings
    Pricing Offerings
    InsightlyOrangeHRM
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    InsightlyOrangeHRM
    Considered Both Products
    Unbounce
    No answer on this topic
    OrangeHRM
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    No answers on this topic
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    No answers on this topic
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    No answers on this topic
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    No answers on this topic
    Features
    InsightlyOrangeHRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and OrangeHRM
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    OrangeHRM
    -
    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 OrangeHRM
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    OrangeHRM
    -
    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 OrangeHRM
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    OrangeHRM
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and OrangeHRM
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    OrangeHRM
    -
    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 OrangeHRM
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    OrangeHRM
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and OrangeHRM
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    OrangeHRM
    -
    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 OrangeHRM
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    OrangeHRM
    -
    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 OrangeHRM
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    OrangeHRM
    -
    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 OrangeHRM
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    OrangeHRM
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and OrangeHRM
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    OrangeHRM
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Human Resource Management
    Comparison of Human Resource Management features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    9.0
    2 Ratings
    9% above category average
    Employee demographic data00 Ratings9.02 Ratings
    Employment history00 Ratings8.52 Ratings
    Job profiles and administration00 Ratings9.02 Ratings
    Workflow for transfers, promotions, pay raises, etc.00 Ratings8.02 Ratings
    Organizational charting00 Ratings8.52 Ratings
    Organization and location management00 Ratings10.01 Ratings
    Compliance data (COBRA, OSHA, etc.)00 Ratings10.01 Ratings
    Payroll Management
    Comparison of Payroll Management features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    9.9
    1 Ratings
    19% above category average
    Pay calculation00 Ratings10.01 Ratings
    Support for external payroll vendors00 Ratings10.01 Ratings
    Off-cycle/On-Demand payment00 Ratings10.01 Ratings
    Benefit plan administration00 Ratings10.01 Ratings
    Direct deposit files00 Ratings10.01 Ratings
    Salary revision and increment management00 Ratings10.01 Ratings
    Reimbursement management00 Ratings9.01 Ratings
    Leave and Attendance Management
    Comparison of Leave and Attendance Management features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    9.0
    2 Ratings
    9% above category average
    Approval workflow00 Ratings8.52 Ratings
    Balance details00 Ratings9.52 Ratings
    Annual carry-forward and encashment00 Ratings9.02 Ratings
    Employee Self Service
    Comparison of Employee Self Service features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    9.2
    2 Ratings
    11% above category average
    View and generate pay and benefit information00 Ratings9.02 Ratings
    Update personal information00 Ratings9.02 Ratings
    View company policy documentation00 Ratings10.01 Ratings
    Employee recognition00 Ratings8.52 Ratings
    View job history00 Ratings9.52 Ratings
    Asset Management
    Comparison of Asset Management features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    10.0
    1 Ratings
    22% above category average
    Tracking of all physical assets00 Ratings10.01 Ratings
    HR Reporting
    Comparison of HR Reporting features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    9.0
    2 Ratings
    17% above category average
    Report builder00 Ratings9.02 Ratings
    Pre-built reports00 Ratings8.02 Ratings
    Ability to combine HR data with external data00 Ratings10.01 Ratings
    Onboarding
    Comparison of Onboarding features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    8.2
    2 Ratings
    2% above category average
    New hire portal00 Ratings8.02 Ratings
    Manager tracking tools00 Ratings8.52 Ratings
    Performance and Goals
    Comparison of Performance and Goals features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    10.0
    1 Ratings
    21% above category average
    Corporate goal setting00 Ratings10.01 Ratings
    Individual goal setting00 Ratings10.01 Ratings
    Line-of sight-visibility00 Ratings10.01 Ratings
    Performance tracking00 Ratings10.01 Ratings
    Performance Management
    Comparison of Performance Management features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    9.1
    2 Ratings
    13% above category average
    Performance plans00 Ratings8.52 Ratings
    Performance improvement plans00 Ratings8.52 Ratings
    Review status tracking00 Ratings8.52 Ratings
    Review reminders00 Ratings10.01 Ratings
    Multiple review frequency00 Ratings10.01 Ratings
    Succession Planning
    Comparison of Succession Planning features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    8.9
    2 Ratings
    12% above category average
    Create succession plans/pools00 Ratings8.52 Ratings
    Candidate ranking00 Ratings8.52 Ratings
    Candidate search00 Ratings8.52 Ratings
    Candidate development00 Ratings10.01 Ratings
    Recruiting / ATS
    Comparison of Recruiting / ATS features of Insightly and OrangeHRM
    Feature
    Insightly
    -
    Ratings
    OrangeHRM
    9.3
    2 Ratings
    16% above category average
    Job Requisition Management00 Ratings8.52 Ratings
    Company Website Posting00 Ratings8.52 Ratings
    Publish to Social Media00 Ratings10.01 Ratings
    Job Search Site Posting00 Ratings10.01 Ratings
    Duplicate Candidate Prevention00 Ratings10.01 Ratings
    Applicant Tracking00 Ratings9.02 Ratings
    Notifications and Alerts00 Ratings9.02 Ratings
    Best Alternatives
    InsightlyOrangeHRM
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    Salesflare
    Score10 out of 10
    UZIO
    Score9.4 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Zoho People
    Score8.6 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    PeopleStrong
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyOrangeHRM
    Likelihood to Recommend
    7.8
    (444 ratings)
    8.5
    (2 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    -
    (0 ratings)
    Usability
    7.5
    (180 ratings)
    -
    (0 ratings)
    Availability
    9.0
    (6 ratings)
    -
    (0 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    -
    (0 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
    InsightlyOrangeHRM
    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
    OrangeHRM
    According to me, OrangeHRM is best suited for small to medium-sized organizations for [the] management of their employee's records and attendance/leave management. Also, [the] applicant tracking system is [a] very useful feature of this application. OrangeHRM needs to add more features in order to cater requirements of a large-scale organization. Payroll management, learning management, and grievance handling features should be added or improved.
    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
    OrangeHRM
    • Payment process
    • Attendance management
    • Personal information management
    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
    OrangeHRM
    • Payroll management can be added
    • Learning management system needs to be improved
    • Grievance handling feature should be added
    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
    OrangeHRM
    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
    OrangeHRM
    No answers on this topic
    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
    OrangeHRM
    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
    OrangeHRM
    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
    OrangeHRM
    No answers on this topic
    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
    OrangeHRM
    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
    OrangeHRM
    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
    OrangeHRM
    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
    OrangeHRM
    Bamboo HR is not as advance as OrangeHRM. Its more like self explanatory. Its very easy to use aswell.
    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
    OrangeHRM
    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
    OrangeHRM
    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
    OrangeHRM
    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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    OrangeHRM
    • It has made HR department work [more] efficient
    • It has helped in creating paperless environment
    • Tracking and reporting for effective decision making
    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