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
Rally Software
Score7.8 out of 10
N/A
Rally Software headquartered in Boulder, Colorado developed the Rally agile software development / ALM platform which was acquired by CA Technologies and rebranded as CA Agile Central. After CA's acquisition by Broadcom the software was once again rebranded as Rally.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Rally Software is well suited for large Agile or scrum teams who do sprints and it helps managing sprints and backlogs. It is well suited for organizations who want visibility into work being done and progress. Suitable for tracking is user stories, defects and release planning. Works well with CI CD too. It would not be suitable for small teams or startups. For teams that don't use agile. Teams who want lightweight tools like Jira. Companies with a limited budget.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
There are dashboards that provide friendly and useful metrics at the team, program and portfolio levels which help get an easy and quick visual representation of what's going on.
Story management made easier, It offers a quick way of quickly entering a number of user stories without losing the overview, by just typing the title and selecting a few attributes directly in the overview screen.
Sprint management is seamless in CA Agile Central . It allows you to drag stories from the backlog to the sprints and back again. When a story is dragged into an sprint, it automatically checks the velocity for that sprint and indicates how many more story points can be chipped in. No more manual checking needed by scrum master with respect to allocation and team velocity.
Though CA Agile Central has many inbuilt apps, but it also has an App-SDK that allows you to build free app extensions using JavaScript and HTML. So, as per their needs, teams can customize & build various apps & dashboards.
Dashboard is an awesome feature which allows you to select and drag panels with all kinds of graphical information about the current sprints and releases.
It offers tremendous support for scaled Agile & almost all scaling frameworks are supported specifically tuned to SAFe .
CA Agile Central includes several applications but it also integrates well with Jira, Confluence, Jenkins, Eclipse, Subversion, IBM, HP, Salesforce.com and many other products to allow users to organize projects to their specifications. So you can still use Jira at a team level & CA Agile Central at the program & portfolio level for efficient tracking & management.
The custom tags are very helpful in segregating the user stories based on the project needs. Even though it's a very small feature, it is very effective ( you will realize why specifically if you are using Jira).
CA Central Agile enables agile delivery with ease and provides comprehensive features to track time-boxes, Work In Progress items of the forecast increments.
Backlog management is hassle free since you can either drag and drop your user stories to the desired position on the backlog, or change a setting and manually enter priorities as a number.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
User management is pretty basic and could be better. For example more filters and reports and more ability to do mass updates.
The report generator is very, very basic and is not WYSIWYG. It has limited filters to generate reports. Often a Scrum master will need to export data to Excel or a tool like Crystal Reports to get enhanced reporting capability.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Great UI, recent refresh was terrific. Great graphs and metrics, inline editing for updates, and a multitude of views on sprint progress make for a great team collaboration experience. There is also an active community and forums so that if you do need help, it is readily available
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The screens render relatively quickly but many actions that you would expect to require a single click require multiple clicks and pop-up windows. The extra windows and clicks make the product feel ponderous.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I've had to use support only one time and my issue was eventually resolved but not because of my ticket--because others complained about the functionality taken away so they brought it back. My ticket was never answered or addressed. So I can't really say much for the support factor for Rally.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
It more or less confirmed that we are using it the way they had in mind. We were hoping for a epiphany in terms of how we could use it better.
They also want to be a go to source for agile processes and have an online resource center. It’s not that great but had a couple of nuggets. It hasn’t really helped us too much and we are not too far off from the classical interpretation of agile.
I would recommend training, in particular for organizations that multiple on-going projects. The product seems optimized for larger, more complex teams and getting proper training on how to configure, administer and use the system would be beneficial
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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Implementation of RALLY services and program satisfaction among various group,... 1) Dev Outcomes: How were our resiliencies, development, learning & practitioners “make them do the work,” but that they ask you to do it “in a way like before. 2) The Ops group: Just wish to make sure any change won't break current production envirements All the stake holders has to be on the same page
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Rally and Asana have comparable features and are both valuable project management tools, but Asana's user interface is well-organized and highly intuitive. It's easy to add tasks and collaborators, edit due dates, indicate progress on tasks, close out projects, etc. However, Rally's interface is somewhat cluttered and difficult to navigate. My team ended up choosing Asana over Rally due to these concerns.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
(+) 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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
it helped organizing many of the processes management use to communicate tasks with engineers, and provided detailed charts on the speed/blockage during any iteration
with time Rally became the main tool we used to track and report tasks/defects in our projects, but frequent service outages made it very hard to continue consider as a reliable solution
too much features is good, but for engineers a few features (User Stories section, iterations, defects, and Kanban boards) are necessary and the rest is just noise
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
