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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

    QlikView

    Score8.4 out of 10
    N/AQlikView® is Qlik®’s original BI offering designed primarily for shared business intelligence reports and data visualizations. It offers guided exploration and discovery, collaborative analytics for sharing insight, and agile development and deployment.N/A
    Pricing
    InsightlyQlikView
    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
    QlikView
    Custom
    per user
    Offerings
    Pricing Offerings
    InsightlyQlikView
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—On an perpetual license basis, based on server plus number of users. Contact vendor for pricing.
    More Pricing Information
    Features
    InsightlyQlikView
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and QlikView
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    QlikView
    -
    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 QlikView
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    QlikView
    -
    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 QlikView
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    QlikView
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and QlikView
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    QlikView
    -
    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 QlikView
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    QlikView
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and QlikView
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    QlikView
    -
    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 QlikView
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    QlikView
    -
    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 QlikView
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    QlikView
    -
    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 QlikView
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    QlikView
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and QlikView
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    QlikView
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Insightly and QlikView
    Feature
    Insightly
    -
    Ratings
    QlikView
    8.6
    68 Ratings
    5% above category average
    Pixel Perfect reports00 Ratings8.050 Ratings
    Customizable dashboards00 Ratings9.766 Ratings
    Report Formatting Templates00 Ratings8.060 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Insightly and QlikView
    Feature
    Insightly
    -
    Ratings
    QlikView
    8.1
    67 Ratings
    1% above category average
    Drill-down analysis00 Ratings8.266 Ratings
    Formatting capabilities00 Ratings7.867 Ratings
    Integration with R or other statistical packages00 Ratings8.336 Ratings
    Report sharing and collaboration00 Ratings8.162 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Insightly and QlikView
    Feature
    Insightly
    -
    Ratings
    QlikView
    8.6
    62 Ratings
    5% above category average
    Publish to Web00 Ratings8.049 Ratings
    Publish to PDF00 Ratings9.056 Ratings
    Report Versioning00 Ratings7.542 Ratings
    Report Delivery Scheduling00 Ratings10.048 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Insightly and QlikView
    Feature
    Insightly
    -
    Ratings
    QlikView
    7.4
    58 Ratings
    8% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings7.955 Ratings
    Location Analytics / Geographic Visualization00 Ratings7.546 Ratings
    Predictive Analytics00 Ratings6.85 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Insightly and QlikView
    Feature
    Insightly
    -
    Ratings
    QlikView
    6.7
    60 Ratings
    23% below category average
    Multi-User Support (named login)00 Ratings8.159 Ratings
    Role-Based Security Model00 Ratings5.355 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings5.555 Ratings
    Report-Level Access Control00 Ratings8.13 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Insightly and QlikView
    Feature
    Insightly
    -
    Ratings
    QlikView
    8.0
    47 Ratings
    4% above category average
    Responsive Design for Web Access00 Ratings8.044 Ratings
    Mobile Application00 Ratings9.028 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings8.038 Ratings
    Best Alternatives
    InsightlyQlikView
    Small Businesses
    Salesflare
    Score10 out of 10
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Sisense
    Score6.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyQlikView
    Likelihood to Recommend
    7.8
    (444 ratings)
    7.6
    (88 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    8.8
    (29 ratings)
    Usability
    7.5
    (180 ratings)
    8.0
    (15 ratings)
    Availability
    9.0
    (6 ratings)
    9.8
    (4 ratings)
    Performance
    7.9
    (25 ratings)
    8.6
    (4 ratings)
    Support Rating
    8.9
    (34 ratings)
    3.3
    (15 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    8.0
    (3 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    7.4
    (13 ratings)
    Configurability
    9.9
    (18 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    7.8
    (43 ratings)
    Data Sources
    -
    (0 ratings)
    7.8
    (43 ratings)
    Ease of integration
    9.0
    (10 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (9 ratings)
    8.9
    (2 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
    InsightlyQlikView
    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
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    Qlik
    Sales data validations have helped manage our justifications in the past, especially with regard to new product development and new business introduction. It has also been helpful in identifying trends with business impact and direction specific to quarter and monthly sales from ERP data as well as decisions to purchase equipment of staffing based on run rates and product demand.
    One thing that can get out of hand is data output - if you aren't careful in your query, you may be overloaded with data dumps and drown in the amount of info you have to filter through. This is a user caution, not a comment on the software itself.
    Incentivized
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    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
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    Qlik
    • QlikView has a simple, relational data model that's REALLY fast. Filtering and changing data is dead simple results are almost immediately available.
    • The free version of Qlikview is almost completely featured, so you roll a pro-level product out to an entire department for really cheap.
    • QlikView is really flexible--if you can imagine it, you can build it.
    Incentivized
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    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
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    Qlik
    • We found that QlikView can be a bit slow in supporting some forms of encryption. It is web-based and we needed to upgrade all of our server to not support the older SSL and TLS 1 protocols, only support TLS 1.2 and TLS 1.3. However, QlikView could not run with TLS 1.2 and TLS 1.3. We had to wait over six months to get a version that would handle the newer TLS versions.
    • There are so many options with QlikView that you can get lost when developing a visualization. There are still items I have not yet figured out, such as labeling a graph with the name of a selected detail item.
    • QlikView works by pulling the data it is going to use for visualization into its database. I am a security reviewer and I need to make certain that PII and PHI is not pulled by QlikView for a visualization, otherwise this could become a reportable indecent.
    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
    Qlik
    Ease of use, ability to load from pretty much any data source. today I created an application that loaded time sheets from excel that are not in a table format. With Qlik's "enable transformation steps" I was able to automate loads of multiple spreadsheets and multiple tabs easily. Could not do that with any other tool.
    Incentivized
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    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
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    Qlik
    QlikView is very easy to implement. The installation is very straight forward. QlikView has several different data connectors that can connect to different data sources very smoothly. The user interface to build the reports is very easy to understand. This helps to have a smaller learning curve. Something very helpful is that QlikView is a browser application for the end users. So, you don't need to install any applications on the user's computer.
    Incentivized
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    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
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    Qlik
    We have not had any downtime issues with the product nor uncovered any significant bugs
    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
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    Qlik
    It is not a SAAS product.
    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
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    Qlik
    My experience with the Qlik support team has been somewhat limited, but every interaction I have had with them has been very professional and I received a response quickly. Typically if there is a technical issue, our IT team will follow up. My inquiries are specific to product functionality, and Qlik has been very helpful in clarifying any questions I might have.
    Incentivized
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    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
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    Qlik
    My team attended, but I cannot myself rate, but I think it was good as they've successfully launched a training program at our company themselves for users. It was 3-4 day training.
    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
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    Qlik
    Training was as expected. The demo environments tend to be more fully featured that our own environment, but the training was clear and well delivered.
    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
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    Qlik
    "Implementation" can mean a few things... so I'm not sure that this is the answer you want.... but here it goes: To me, implementation means: "Is the user interface intuitive and can I produce meaningful reports with ease?" On that score, I'd say YES. The amount of training required was minimal and the results were powerful. The desktop implementation is a simple, "blank" interface just waiting for your creativity. The pre-populated templates give you a reasonable start to any project -- and a good set of objects to "play around with" if you're just getting started. Finally, note that the "implementation" I used was baked into QuickBooks 2016 Enterprise -- called "Advanced Reporting"..... That integration makes it ultra useful and simple.
    Incentivized
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    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
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    Qlik
    The only other vendor product that I have worked with that provides a similar experience to Qlikview is Tableau. I would recommend Tableau if your use case is to build a fixed dashboard. You can share reports for free without needing to buy additional licenses. I would recommend Qlikview if your users are looking for a more interactive experience. They can create new objects to represent the data which can't be accomplished as easily in Tableau
    Incentivized
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    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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    Qlik
    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
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    Qlik
    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
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    Qlik
    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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    Qlik
    • You can use the free desktop version to do a lot of reporting and analysis work more quickly so the ROI is huge
    • QlikView is great at finding outliers such as data entry errors
    • QlikView is great at helping you quickly discover new insights about your business that can prompt you to take action that can immediately affect your cash flow.
    Incentivized
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    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

    QlikView Screenshots

    Screenshot of QlikView Sales DashboardScreenshot of QlikView on all devicesScreenshot of QlikView using mobile touch screen