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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

    RingEX

    Score8.8 out of 10
    N/ARingEx is a cloud-based VoIP solution available via computer mobile application. It features video and audio conferencing, desktop phone rentals, collaboration tools, and integrations with other business applications. Plans are available on a monthly, per user subscription basis.

    $20

    per month

    Pricing
    InsightlyRingEX
    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
    InsightlyRingEX
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Pricing is /user/month paid annually. Pricing increases when paid monthly. Core - $20/month (paid monthly) Advanced - $25/month (paid monthly) Ultra - $35/month (paid monthly) Customer Engagement Bundle - contact us for pricing
    More Pricing Information
    Community Pulse
    InsightlyRingEX
    Considered Both Products
    Unbounce
    Chose Insightly
    More cost effective, feature rich and intuitive to use
    Incentivized
    RingCentral
    Chose RingEX
    iPecs was very unreliable, expensive and almost impossible to configure. LG Ericsson was similar, although we had to pay for additional licenses for the smartphone application users. Vonage was very basic and we lost a lot of calls.
    Incentivized
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    89%
    Would buy again
    167 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    93%
    Delivers good value for the price
    156 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    92%
    Happy with the feature set
    173 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    90%
    Lived up to sales and marketing promises
    137 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    88%
    Implementation went as expected
    149 Answers
    Features
    InsightlyRingEX
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and RingEX
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    RingEX
    -
    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 RingEX
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    RingEX
    -
    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 RingEX
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    RingEX
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and RingEX
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    RingEX
    -
    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 RingEX
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    RingEX
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and RingEX
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    RingEX
    -
    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 RingEX
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    RingEX
    -
    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 RingEX
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    RingEX
    -
    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 RingEX
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    RingEX
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and RingEX
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    RingEX
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Performance & Compatibility of Online Events Software
    Comparison of Performance & Compatibility of Online Events Software features of Insightly and RingEX
    Feature
    Insightly
    -
    Ratings
    RingEX
    9.5
    23 Ratings
    12% above category average
    High quality audio00 Ratings9.525 Ratings
    High quality video00 Ratings9.423 Ratings
    Screen Sharing
    Comparison of Screen Sharing features of Insightly and RingEX
    Feature
    Insightly
    -
    Ratings
    RingEX
    9.9
    18 Ratings
    15% above category average
    Desktop sharing00 Ratings9.921 Ratings
    Online Meetings / Events
    Comparison of Online Meetings / Events features of Insightly and RingEX
    Feature
    Insightly
    -
    Ratings
    RingEX
    9.7
    19 Ratings
    12% above category average
    Calendar integration00 Ratings9.222 Ratings
    Meeting initiation00 Ratings9.922 Ratings
    Record meetings / events00 Ratings9.920 Ratings
    Online Events Collaboration
    Comparison of Online Events Collaboration features of Insightly and RingEX
    Feature
    Insightly
    -
    Ratings
    RingEX
    8.7
    14 Ratings
    5% above category average
    Live chat00 Ratings8.717 Ratings
    Online Events Security
    Comparison of Online Events Security features of Insightly and RingEX
    Feature
    Insightly
    -
    Ratings
    RingEX
    8.9
    21 Ratings
    11% above category average
    User authentication00 Ratings8.621 Ratings
    Participant roles & permissions00 Ratings9.223 Ratings
    Cloud PBX
    Comparison of Cloud PBX features of Insightly and RingEX
    Feature
    Insightly
    -
    Ratings
    RingEX
    8.5
    211 Ratings
    0% above category average
    Hosted PBX00 Ratings9.1118 Ratings
    Multi-level Interactive Voice Response (IVR)00 Ratings8.6161 Ratings
    Directory of employee names00 Ratings8.8196 Ratings
    Call Management
    Comparison of Call Management features of Insightly and RingEX
    Feature
    Insightly
    -
    Ratings
    RingEX
    9.0
    220 Ratings
    3% above category average
    Answering rules00 Ratings8.9206 Ratings
    Call recording00 Ratings8.7190 Ratings
    Call park00 Ratings8.7171 Ratings
    Call screening00 Ratings8.7179 Ratings
    Message alerts00 Ratings8.9207 Ratings
    Business SMS/External Messaging00 Ratings9.226 Ratings
    Online Fax00 Ratings9.523 Ratings
    Voicemail Transcription00 Ratings9.326 Ratings
    Mobile apps
    Comparison of Mobile apps features of Insightly and RingEX
    Feature
    Insightly
    -
    Ratings
    RingEX
    9.3
    194 Ratings
    5% above category average
    Mobile app for iOS00 Ratings9.2170 Ratings
    Mobile app for Android00 Ratings9.4151 Ratings
    Unified Communications Platform and Collaboration
    Comparison of Unified Communications Platform and Collaboration features of Insightly and RingEX
    Feature
    Insightly
    -
    Ratings
    RingEX
    9.0
    21 Ratings
    6% above category average
    Centralized communications management00 Ratings9.521 Ratings
    Team messaging00 Ratings9.220 Ratings
    Team document sharing00 Ratings8.517 Ratings
    Call and meeting analytics00 Ratings9.023 Ratings
    Best Alternatives
    InsightlyRingEX
    Small Businesses
    Salesflare
    Score10 out of 10
    Broadvoice | GoContact
    Score9.1 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Webex Calling
    Score8.8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Webex Calling
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyRingEX
    Likelihood to Recommend
    7.8
    (444 ratings)
    9.0
    (228 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    8.9
    (15 ratings)
    Usability
    7.5
    (180 ratings)
    8.7
    (11 ratings)
    Availability
    9.0
    (6 ratings)
    9.4
    (158 ratings)
    Performance
    7.9
    (25 ratings)
    8.0
    (2 ratings)
    Support Rating
    8.9
    (34 ratings)
    5.3
    (28 ratings)
    In-Person Training
    9.1
    (1 ratings)
    7.3
    (1 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    8.1
    (6 ratings)
    Configurability
    9.9
    (18 ratings)
    7.0
    (1 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    1.0
    (1 ratings)
    Ease of integration
    9.0
    (10 ratings)
    9.0
    (1 ratings)
    Product Scalability
    9.0
    (9 ratings)
    10.0
    (2 ratings)
    Professional Services
    10.0
    (1 ratings)
    1.0
    (1 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    4.0
    (1 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    8.0
    (1 ratings)
    User Testimonials
    InsightlyRingEX
    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
    RingCentral
    Everything just works. The interface is easily the best we've used or tested. The applications available are so good that it was easy to move away from using a desk phone. The admin interface is also easily the best we've used or tested.The licensing model for Teams integration is our only currently minor issue. I'm hopeful that will improve as we would love to integrate.
    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
    RingCentral
    • Quick provision of new numbers to match business requirements.
    • Per-user and per-queue routing options to allow calls to end where you want (e.g., forwarding, multi-user answering, etc).
    • Geographically wide deployments - we have numbers from all across the globe, and we can stand up numbers even where we have no geographical presence.
    • No-hardware deployments. There is no need for on-premises hardware if you don't need it.
    • Bulletproof platform, we so rarely have any significant issues or widespread outages.
    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
    RingCentral
    • It will be nice to have more text room monthly.
    • Providing clear instructions on how to access features, as most features are buried in the tabs.
    • The ability to redial a number without having to go back to the settings buttons on the landlines will be nice.
    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
    RingCentral
    We are grandfathered into our unlimited toll-free minutes plan. We are very unlikely to switch because of that. It has been the major factor saving us a lot of money compared to switching to other solutions. I don't know any other company that still offers these unlimited plans.
    Incentivized
    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
    RingCentral
    They were working on updating a few of the modules while we were going live, so this made usability difficult to train on once they did go live with those changes. Now that the changes are in place, we have really enjoyed the usability of the platform
    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
    RingCentral
    Because it works great. In case there's a Wi-Fi issue, communication does not stop because the mobile app can be use with regular cell phone data. During one year + 3 months I've have the service, there's been only one time when there were issues on RingEX's side; however, the time of resolution was on the same day.
    Incentivized
    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
    RingCentral
    Occasional bandwith issues. In addition to this, I have one individual whose calls are blocked. We were not able to determine whether this was a RingEX or a carrier issue.
    Incentivized
    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
    RingCentral
    Call-in support is fantastic. I have never called in and had it taken more than 30 minutes to resolve our issue. Email support is terrible. You will likely go 24+ hours until you hear back and the response is likely a canned one. I personally prefer the email or chat support option, but find myself calling instead because the email support experience is so poor.
    Incentivized
    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
    RingCentral
    I really didn't know all the capabilities
    Incentivized
    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
    RingCentral
    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
    RingCentral
    If someone has an existing system I tell them to keep that running initially and keep RingEX separate initially until the system is configured and tested to one's satisfaction. After testing and configuration is completed, then roll over the main phone numbers to the new RingEX system. I've seen one person who immediately flipped over to RingEX without properly configuring/testing the software and had many issues with missed customer calls until I helped him sort out his configuration.
    Incentivized
    Read full review
    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
    RingCentral
    We are using these products like (Skype, Voip, TextNow, and Second line), but comparatively these products the RingEX has a good performance, because while we were using the other platform, we didn't get proper communication, we couldn't reach out the candidate, we lags to much into spam number, we couldn't communicate properly and the textnow we couldn't sigin sometime. When we start to use RingEX, we get much better productivity and proper communication with our clients.
    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
    RingCentral
    not to sign up for it or give them any money for a product that does not work
    Read full review
    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
    RingCentral
    We have 75 users and 85 phones on the system and have yet to have any noticeable outages. The system just works all of the time without issues. Our old VOIP system on Voyant would go out all the time for multiple hours. RingEX is much more stable and reliable.
    Incentivized
    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
    RingCentral
    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
    RingCentral
    • Enhanced patient accountability, we can track all calls - incoming and outgoing - patients tend to state that they called and left a message, but they either never called or did not leave a message. With RingEX, we can track whether they really did. It saves us quite a bit of time and aggravation.
    • Faxing is more accurate and usually very quick. Because it's accurate, it saves us time with phone calls about faxes we never received and having to refax items. Also, faxing via the system instead of printing and scanning is a time-saver.
    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