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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

    Revit

    Score8.9 out of 10
    N/AAutodesk’s Revit is a Building Information Modelling (BIM) tool. It enables architectural, MEP, structural, and engineering design, and provides analysis to support iterative workflows

    $350

    per month

    Pricing
    InsightlyRevit
    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
    Monthly
    $350
    per month
    1-Year
    $2805
    per year
    3-Year
    $8415
    per 3 years
    Offerings
    Pricing Offerings
    InsightlyRevit
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Pricing available for monthly, annual, or 3-year subscriptions. Longer subscriptions offer greater discounts.
    More Pricing Information
    Features
    InsightlyRevit
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Revit
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Revit
    -
    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 Revit
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Revit
    -
    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 Revit
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Revit
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Revit
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Revit
    -
    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 Revit
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Revit
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Revit
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Revit
    -
    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 Revit
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Revit
    -
    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 Revit
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Revit
    -
    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 Revit
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Revit
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Revit
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Revit
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Human Resource Management
    Comparison of Human Resource Management features of Insightly and Revit
    Feature
    Insightly
    -
    Ratings
    Revit
    7.2
    6 Ratings
    3% above category average
    Employee demographic data00 Ratings8.05 Ratings
    Employment history00 Ratings6.74 Ratings
    Job profiles and administration00 Ratings9.05 Ratings
    Workflow for transfers, promotions, pay raises, etc.00 Ratings7.44 Ratings
    Organizational charting00 Ratings6.54 Ratings
    Organization and location management00 Ratings6.95 Ratings
    Compliance data (COBRA, OSHA, etc.)00 Ratings6.13 Ratings
    Payroll Management
    Comparison of Payroll Management features of Insightly and Revit
    Feature
    Insightly
    -
    Ratings
    Revit
    7.2
    4 Ratings
    6% above category average
    Pay calculation00 Ratings7.44 Ratings
    Support for external payroll vendors00 Ratings6.64 Ratings
    Off-cycle/On-Demand payment00 Ratings7.43 Ratings
    Benefit plan administration00 Ratings7.14 Ratings
    Direct deposit files00 Ratings7.14 Ratings
    Salary revision and increment management00 Ratings7.43 Ratings
    Reimbursement management00 Ratings7.63 Ratings
    Asset Management
    Comparison of Asset Management features of Insightly and Revit
    Feature
    Insightly
    -
    Ratings
    Revit
    6.6
    4 Ratings
    3% below category average
    Tracking of all physical assets00 Ratings6.64 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Insightly and Revit
    Feature
    Insightly
    -
    Ratings
    Revit
    5.8
    11 Ratings
    28% below category average
    Dashboards00 Ratings4.46 Ratings
    Standard reports00 Ratings3.38 Ratings
    Custom reports00 Ratings8.18 Ratings
    Data exportability00 Ratings7.411 Ratings
    Construction Project & Field Management
    Comparison of Construction Project & Field Management features of Insightly and Revit
    Feature
    Insightly
    -
    Ratings
    Revit
    7.5
    53 Ratings
    2% below category average
    Plan distribution & viewing00 Ratings7.951 Ratings
    Plan markups & sharing00 Ratings8.344 Ratings
    Issue tracking & punchlists00 Ratings7.032 Ratings
    Photo documentation00 Ratings9.021 Ratings
    Jobsite reports00 Ratings8.418 Ratings
    Document sharing00 Ratings7.646 Ratings
    RFI tools00 Ratings6.625 Ratings
    Collaboration & approvals00 Ratings8.742 Ratings
    As-built drawings00 Ratings8.750 Ratings
    Mobile app00 Ratings5.017 Ratings
    Submittal design and management00 Ratings7.422 Ratings
    Checklists00 Ratings7.49 Ratings
    Meeting Minutes00 Ratings8.06 Ratings
    Specifications00 Ratings6.514 Ratings
    Change orders00 Ratings6.59 Ratings
    Estimating
    Comparison of Estimating features of Insightly and Revit
    Feature
    Insightly
    -
    Ratings
    Revit
    8.3
    37 Ratings
    9% above category average
    Takeoff tools00 Ratings8.737 Ratings
    Job costing00 Ratings7.828 Ratings
    Cost databases00 Ratings8.021 Ratings
    Cost calculator00 Ratings8.122 Ratings
    Bid creation00 Ratings9.016 Ratings
    Best Alternatives
    InsightlyRevit
    Small Businesses
    Salesflare
    Score10 out of 10
    CMiC Construction Platform
    Score7.5 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Autodesk Build
    Score8.6 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    InEight
    Score7.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyRevit
    Likelihood to Recommend
    7.8
    (444 ratings)
    9.0
    (55 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    10.0
    (1 ratings)
    Usability
    7.5
    (180 ratings)
    7.7
    (8 ratings)
    Availability
    9.0
    (6 ratings)
    10.0
    (1 ratings)
    Performance
    7.9
    (25 ratings)
    8.0
    (1 ratings)
    Support Rating
    8.9
    (34 ratings)
    7.0
    (8 ratings)
    In-Person Training
    9.1
    (1 ratings)
    9.0
    (1 ratings)
    Online Training
    9.0
    (8 ratings)
    5.0
    (1 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    8.0
    (1 ratings)
    Configurability
    9.9
    (18 ratings)
    5.0
    (1 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    5.0
    (1 ratings)
    Product Scalability
    9.0
    (9 ratings)
    8.0
    (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
    InsightlyRevit
    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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    Autodesk
    Revit is very well suited to creating designs and construction documents for standard buildings. Buildings that need to utilize phasing in their construction process are also well suited to this software. Revit is not as well suited to buildings that have irregular shapes or components that need to be highly detailed.
    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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    Autodesk
    • Revit allows users to create real buildings and is very much rooted in making functional buildings.
    • Revit allows users to collaborate both within their own firms and with other types of firms as well. This is particularly useful for coordinating buildings between architecture and engineering firms.
    • Revit integrates fairly well with other programs such as AutoCAD and Sketchup. This allows us to bring in elements modeled in other programs into our revit models.
    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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    Autodesk
    • Versioning - Revit is not backwards compatible. This creates issues if you are working with people who are using older versions as you cannot save to a previous version. I understand why this is and I do not see this ever changing, however, Its very annoying.
    • Autodesk - They are the 800 pound gorilla in the industry. The lack of competition inhibits development and it seems Autodesk has put more effort into its BIM 360 platform and Revit development has suffered because of it. I would like to see better competition so Autodesk would step up its game.
    Incentivized
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    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
    Autodesk
    We will almost certainly be renewing all of our current seats of Revit and will likely be adding seats as we look to get more and more of our staff trained and using Revit. The software is starting to become the standard for our projects as we move forward as more and more of our clients are requesting or accepting use of it
    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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    Autodesk
    It is a professional environment, but far from easy and overly complex in many places. The system is often too deep in settings and overrides (see Visibility/Graphics in combination with linked files, filters, color overrides and view templates). I don't really like the dialog-in-dialog interface and its spartan looks. But it works well overall if you know what you are doing.
    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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    Autodesk
    Revit seems to always be available when I need it. I have not experiences an outage. There are occasions where we need our internal IT department to trouble shoot a file on our Revit dedicated server and that sometimes causes a delay however that is not a software access issue
    Incentivized
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    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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    Autodesk
    Revit is a fairly graphics heavy piece of software. It is powerful in its capabilities but as a result it takes a lot of the graphics card, the memory, etc. For all that it can do and the specs of my computer I find it pretty good from a performance standpoint
    Incentivized
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    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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    Autodesk
    Autodesk has always had a good support system in place. There is a massive user base for Revit, and there are thousands of forum threads and other discussions online about any and every problem that you could ever run into. For being such a large program with so many different options, there aren't many roadblocks or pitfalls that users can fall into.
    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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    Autodesk
    The training was Revit Essentials and it was very beneficial. I would say that it is best to get the training right before you know you will be using Revit as learning the basis then applying what you learned immediately is the most effective and best value for your money.
    Incentivized
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    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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    Autodesk
    The online training is hit or miss. I feel that its better to be live to be able to pace and ask questions to a live person as you are learning hwo to do things. Its not natural to learn Revit especially if you know AutoCAD so my suggestion is the live training
    Incentivized
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    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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    Autodesk
    Implementing Revit as your main drafting software (i.e. moving to BIM from CAD) may be a tough decision if you have learned drafting. It is a different way to approach and think about developing a project. However, if you are able to adapt to a new way of thinking and get used to it by working through a few projects than it is as efficient as CAD in most areas in general and will also be both better/worse in some areas
    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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    Autodesk
    Revit is used primarily for creation of contract documents and documents that need to be used to build in the field. Sketch Up is great for a quick concept sketch, but lacks the details that Revit has which are needed to construct. AutoCAD is a great tool for details as well, but does not have as many building capabilities as Revit.
    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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    Autodesk
    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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    Autodesk
    While I am not directly involved with the deployment of Revit, it seems that our internal IT department has appreciated the ability to increase or decrease the number of seats. I have never had an issue with the deployment if and when needed, especially regarding the availability of a set
    Incentivized
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    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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    Autodesk
    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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    Autodesk
    • Though implementation of Revit is usually front heavy which means a lot of effort is put in at the front end of the project, the return of investment towards the remainder of the project is really good. All the effort in decisions made at the beginning of the project pays off with Revit incorporating all the building information in the model so the team can glean from this throughout the life of the project is a major plus.
    • A major negative is the many false assumptions that comes with using Revit on a project. Just like any other computer application, Revit is only a tool. It's only as good as the operators who implement this tool. Revit is not a cureall for fixing all the problems that still can come out throughout the life of a design & construction project.
    • A major positive for our office involving the use of Revit is the ability for our staff from multiple offices to work on the same project central file. We don't need to maintain an expensive server. With the addition of Collaboration for Revit the entire project can be stored in the cloud for our staff to access and complete the project faster than ever.
    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