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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

    Plone

    Score10 out of 10
    N/APlone is a free and open source content management system built on top of the Zope application server. Plone can be used for any kind of website, including blogs, internet sites, webshops, and internal websites.N/A
    Pricing
    InsightlyPlone
    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
    InsightlyPlone
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    InsightlyPlone
    Considered Both Products
    Unbounce
    No answer on this topic
    Plone
    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
    InsightlyPlone
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Plone
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Plone
    -
    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 Plone
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Plone
    -
    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 Plone
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Plone
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Plone
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Plone
    -
    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 Plone
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Plone
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Plone
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Plone
    -
    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 Plone
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Plone
    10.0
    5 Ratings
    19% above category average
    Single sign-on capability7.8282 Ratings00 Ratings
    Role-based user permissions7.4217 Ratings10.05 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and Plone
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Plone
    -
    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 Plone
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Plone
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Plone
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Plone
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Insightly and Plone
    Feature
    Insightly
    -
    Ratings
    Plone
    10.0
    5 Ratings
    25% above category average
    API00 Ratings10.05 Ratings
    Internationalization / multi-language00 Ratings10.05 Ratings
    Web Content Creation
    Comparison of Web Content Creation features of Insightly and Plone
    Feature
    Insightly
    -
    Ratings
    Plone
    9.4
    6 Ratings
    18% above category average
    WYSIWYG editor00 Ratings10.06 Ratings
    Code quality / cleanliness00 Ratings10.05 Ratings
    Admin section00 Ratings10.05 Ratings
    Page templates00 Ratings10.05 Ratings
    Library of website themes00 Ratings5.05 Ratings
    Mobile optimization / responsive design00 Ratings10.05 Ratings
    Publishing workflow00 Ratings10.05 Ratings
    Form generator00 Ratings10.05 Ratings
    Web Content Management
    Comparison of Web Content Management features of Insightly and Plone
    Feature
    Insightly
    -
    Ratings
    Plone
    9.4
    5 Ratings
    22% above category average
    Content taxonomy00 Ratings10.05 Ratings
    SEO support00 Ratings10.04 Ratings
    Bulk management00 Ratings10.05 Ratings
    Availability / breadth of extensions00 Ratings8.05 Ratings
    Community / comment management00 Ratings9.05 Ratings
    Best Alternatives
    InsightlyPlone
    Small Businesses
    Salesflare
    Score10 out of 10
    Umbraco CMS
    Score7 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Square Online
    Score7.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    RWS Tridion Sites
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyPlone
    Likelihood to Recommend
    7.8
    (444 ratings)
    10.0
    (13 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    10.0
    (11 ratings)
    Usability
    7.5
    (180 ratings)
    10.0
    (1 ratings)
    Availability
    9.0
    (6 ratings)
    10.0
    (1 ratings)
    Performance
    7.9
    (25 ratings)
    10.0
    (2 ratings)
    Support Rating
    8.9
    (34 ratings)
    8.0
    (1 ratings)
    In-Person Training
    9.1
    (1 ratings)
    10.0
    (1 ratings)
    Online Training
    9.0
    (8 ratings)
    10.0
    (1 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)
    10.0
    (1 ratings)
    Product Scalability
    9.0
    (9 ratings)
    10.0
    (1 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
    InsightlyPlone
    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
    Plone
    The larger your organization, the more appropriate Plone will be. This is not to say that Plone is a worse choice for small websites, only that the minimum investment for a Plone site is certainly higher than for other platforms. If you already use Plone for your site and are looking for a redesign or an overhaul, I would only advise switching to a different platform such as WordPress or Drupal if your organization is downsizing. For any other situation, Plone is the natural choice for your growth.
    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
    Plone
    • Plone is a folder-based system, organising content in a similar way desktop-users are doing for the last two decades. No need to teach non-tech customers some relational-database like paradigm for content management.
    • Plone is secure. It is the most secure CMS you can get your hands on.
    • Plone is flexible, and makes fast development easy.
    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
    Plone
    • Not everything is configurable or editable by Plone, and when you need to adjust or add custom pieces in, you need to deal with Zope. Zope has an ugly, confusing and difficult UI and structure as a backend.
    • Using 3rd party products is difficult to do - there are a few different ways to get them installed, all of which take a bit of luck to get right.
    • Building custom products for Plone is not fun. You've got to deal with an archaic framework to tie in that is not well documented (there is documentation about many things, but not great documentation and there are a lot of holes in the documentation).
    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
    Plone
    We have critical systems running on Plone so will need it in the future.
    Free to use since its Open source, so we don't have to worry about licence costs.
    We know how to use and develop Plone and it has no limits.
    Read full review
    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
    Plone
    Compared to the amount of Plone sites, users and customizations we have in our organization, the amount of support requests and training needed is really small.
    The new user interface in Plone 6 is even better, it is super fast, has lots of different blocks for enhancing the page, has flexible layout system and is easy to extend with more features.
    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
    Plone
    Our Plone sites are very robust. We have critical systems on Plone and we have been running sites on Plone for over 20 years with very little unexpected downtime.
    Read full review
    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
    Plone
    Plone is very intensive in its operations, and if not configured well it can be slow. However it is designed and built with speed in mind and with proper use of coding, templates and caching can perform extremely well under high loads. It is capable of scaling to very high load availability environments with no specific coding requirements.
    Read full review
    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
    Plone
    There are not too many Plone companies in the world. But the ones who are, are high level professionals
    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
    Plone
    I have been participating Plone training and the trainers have always been professional. Materials were good and the instructions clear
    Read full review
    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
    Plone
    Well organized, professional training with good materials and instructions
    Read full review
    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
    Plone
    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
    Plone
    Drupal: Plone is cheaper, so with Drupal is more complex to reach the required ROI. However, Drupal has a lower learning curve WordPress: For our necessities it has a more expensive learning curve than plone. Joomla, is easier to use. However, it have some issues on security and web content where Plone is much better
    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
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    Plone
    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
    Plone
    Plone has no limits. We have massive sites and can run them just fine
    Read full review
    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
    Plone
    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
    Plone
    • The impact Plone has had at the University of Oshkosh is as follows: this software allows student workers to learn about IT departments and CMS's in a user-friendly way. It gives many students great jobs that look great on their resumes.
    • Since there are great training manuals for Plone, there is increased employee efficient in the workplace. Training doesn't take long, and if there's ever a question, the Plone manual is a great tool to refer to.
    • If an employee using Plone quits, its easy to find someone to replace them with quick training and great resources.
    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