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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

    SAP Conversational AI (discontinued)

    Score6.8 out of 10
    N/ASAP Conversational AI was a platform used to build chatbots and digital assistants in SAP integration. Starting January 2023, SAP Conversational AI, SAP’s chatbot building platform has been set to maintenance mode. Existing customers can continue to use the enterprise edition of the product until the end of their contract.N/A
    Pricing
    InsightlySAP Conversational AI (discontinued)
    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
    InsightlySAP Conversational AI (discontinued)
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    InsightlySAP Conversational AI (discontinued)
    Considered Both Products
    Unbounce
    No answer on this topic
    SAP
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    94%
    Would buy again
    30 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    91%
    Delivers good value for the price
    21 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    91%
    Happy with the feature set
    29 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    94%
    Lived up to sales and marketing promises
    16 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    96%
    Implementation went as expected
    24 Answers
    Features
    InsightlySAP Conversational AI (discontinued)
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and SAP Conversational AI (discontinued)
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    SAP Conversational AI (discontinued)
    -
    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 SAP Conversational AI (discontinued)
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    SAP Conversational AI (discontinued)
    -
    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 SAP Conversational AI (discontinued)
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    SAP Conversational AI (discontinued)
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and SAP Conversational AI (discontinued)
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    SAP Conversational AI (discontinued)
    -
    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 SAP Conversational AI (discontinued)
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    SAP Conversational AI (discontinued)
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and SAP Conversational AI (discontinued)
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    SAP Conversational AI (discontinued)
    -
    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 SAP Conversational AI (discontinued)
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    SAP Conversational AI (discontinued)
    -
    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 SAP Conversational AI (discontinued)
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    SAP Conversational AI (discontinued)
    -
    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 SAP Conversational AI (discontinued)
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    SAP Conversational AI (discontinued)
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and SAP Conversational AI (discontinued)
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    SAP Conversational AI (discontinued)
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Best Alternatives
    InsightlySAP Conversational AI (discontinued)
    Small Businesses
    Salesflare
    Score10 out of 10
    ZoomInfo Chat
    Score7.9 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    ZoomInfo Chat
    Score7.9 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    AWS Chatbot
    Score8.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlySAP Conversational AI (discontinued)
    Likelihood to Recommend
    7.8
    (444 ratings)
    7.4
    (37 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    -
    (0 ratings)
    Usability
    7.5
    (180 ratings)
    7.7
    (2 ratings)
    Availability
    9.0
    (6 ratings)
    8.2
    (2 ratings)
    Performance
    7.9
    (25 ratings)
    8.2
    (2 ratings)
    Support Rating
    8.9
    (34 ratings)
    6.5
    (32 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    -
    (0 ratings)
    Configurability
    9.9
    (18 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (9 ratings)
    -
    (0 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
    InsightlySAP Conversational AI (discontinued)
    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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    SAP
    It would be most suitable to help you attain swift conversation flows as you engage with your audiences. The bots are also of indispensable value in handling repetitive tasks around the firm such as automated HR resourcing expeditions or marketing campaigns or any other important but monotonous tasks. I however admit that analyzing the bot's performance is quite complex, have an RPA specialist around.
    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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    SAP
    • SAP has helped me manage my teams cost in material management.
    • SAP Conversational AI has provided with the goal of developing bot analytics to respond to common user face issues when reporting troubleshooting issues with software equipment as well as technical equipment.
    • Has helped deploy new bots to increase response time to employees who require assistance with ordering equipment software as well as application development in software ordering.
    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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    SAP
    • SAP can certainly provide better and more clear documentation on how to customize and deploy the chatbot/use SAP Conversational AI.
    • There is lot less developer community around SAP Conversational AI so it is hard to get help from outside developers and experts on best practices, hacks and existing applications/integrations.
    • It is hard to use SAP Conversational AI outside SAP S/4HANA Cloud, for example on AWS or GCP or in a multi cloud environment.
    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
    SAP
    No answers on this topic
    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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    SAP
    Chatbots have already acquired most of the market and are still trending with the needs of changing market everyday. It will keep evolving with AI and NLP more to offer for improvements. SAP CAI is a good product to add to an enterprise using SAP ERP Suite
    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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    SAP
    Never had an issue. SAP CAI shares the same platform as any other product hosted on SAP Cloud Platform (aka BTP) and depends on your hosting (US, Europe, Asia). Maintenance modes are planned and customers are aware of it well in advance in order to mitigate potential impacts on the service offering.
    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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    SAP
    It's a pure SaaS platform hosted on SAP Cloud Platform (aka BTP). The experience is pretty much seamless with minimum loadings or noticeable lags. The hosting depends on your location so you may want to make sure the instance is available on a server close to you, such as the USA, Europe or Asia.
    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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    SAP
    Great support from the people of SAP Conversational AI as of the community. Sometimes it takes a little while for folks of the SAP Conversational AI team to answer but this has mostly to do with the overload of questions and users the product has. The gold-support channel within Slack that SAP Conversational AI has, is a great help to distinguish more professional usage and therefore more urgent questions.
    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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    SAP
    No answers on this topic
    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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    SAP
    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
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    SAP
    No answers on this topic
    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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    SAP
    The platforms have similarities in terms of making the organization more data-driven. However, the use cases are different. SAP Analytics Cloud is used for reporting, deploying dashboards, and scheduling timely delivery of reporting and analytics. SAP Conversational AI is a more front-end product that end users can directly use to navigate the web application better. Both have strengths in their respective areas. Conversational AI is more recent and cutting edge.
    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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    SAP
    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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    SAP
    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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    SAP
    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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    SAP
    • The impact has been very positive for our business objectives. Through the chatbot, our clients can have an immediate response to any of their requests without the need of an intervention of a person or without the use of the telephone or email. Customer satisfaction has been much higher.
    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

    SAP Conversational AI (discontinued) Screenshots

    Screenshot of Transform your customer and employee experience with SAP Conversational AI, which combines a powerful bot building platform and a digital assistant nicknamed CoPilot.Screenshot of Bot Training – Plug human-like understanding in your chatbots.Screenshot of Bot Builder – Build adaptable conversational flows through a powerful and visual tool.Screenshot of SAP Conversational AI provides a powerful building platform that allows the building of end-to-end chatbots as well as the customization of your digital assistant.Screenshot of Leverage the power of our highly performing NLP technology capable of building human-like AI chatbots in any language.Screenshot of Understand how your chatbot is used and leverage that data to improve the performance of your dataset.