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
Sage HR
Score 8.9 out of 10
Small Businesses (1-50 employees)
Sage HR is HR software for small to medium
businesses. The vendor states Sage HR is designed to be easy to use, and automates every
step of the human resource process. Sage HR is designed with modular
functionality to be customized for users' needs. According to the vendor, key differentiators include: 1. Easy to use 2. Modular functionality 2. Automates the end-to-end HR process 3. There's a mobile app (iOS & Android) 5. Feature…
$5.50
per month
Pricing
Insightly
Sage HR
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
Expenses Management
$1.50
per user, per month
Performance Management
$3.00
per user, per month
Shift Scheduling
$3.00
per user, per month
Timesheets
$3.00
per user, per month
Leave Management
$5.50
per user, per month
Recruitment
$200.00
per user, per month
Offerings
Pricing Offerings
Insightly
Sage HR
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
The modular product.
- No hidden fees
- Cancel anytime
- No credit card required
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
Keeping an accurate time off calendar, with specific buckets, is extremely important. It has helped my company grow without having to manage things in Excel. Also, implementing an annual review process by using CakeHR has been very clean and transparent with my employees. This also allows me to see year over year. In years past, we used Word or a Jotform which made it challenging to pull up years past.
Employee self service - the apps and desktops GUIs are very intuitive.
Leave management - this manages itself through the app and system, saves lots of admin.
Customization - you can tailor the system more and more to suit your specific needs.
Updates and Customer Service - the CakeHR team gave dedicated a lot of time to bring out weekly updates and systems improvements which shows they are dedicated to making this a great product - the fact that they were bought by Se recently is also testament to their ongoing mission.
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.
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
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
payroll process is good Sage HR - web version gives good demographic data uploading to Super portal is good uploading to ATO portal is good giving various reports to Managers is good
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.
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.
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.
Customer support is amazing. There are times I post a question and I don't get back to support. They will always follow-up with an email to make sure our questions are answered. I even had a call with Julianna who was wonderful and very personable. You definitely get a level us service that exceeds most companies. Keep up the good work CakeHR.
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.
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
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
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.
Bamboo is more versatile for large enterprises where as Sage HR is better for smaller/mid-size businesses. Both systems have very similar features and functionality. Sage HR has great tools for companies with multiple locations which has benefitted us in tracking employees' time, resources, and performance. Both have similar customer service and it really comes down to what features you are wanting to focus on as a business.
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.
(+) 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.
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.
