Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly
Score 7.8 out of 10
N/A
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
SAP S/4HANA Cloud
Score 8.5 out of 10
N/A
SAP S/4HANA Cloud is a modular cloud ERP. Embedded with AI and analytics, it helps business run anywhere, in real time. SAP S/4HANA Cloud can be deployed either on premise, in the cloud, or in a hybrid combination.N/A
Pricing
InsightlySAP S/4HANA Cloud
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
SAP S/4HANA Cloud
Custom Pricing
per month FUE users*
Offerings
Pricing Offerings
InsightlySAP S/4HANA Cloud
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeRequired
Additional Details* FUE = Full user equivalent, which allows flexible customer choice among: 1 Advanced user, 3 Core-users, or 30 self-service users per FUE. Minimum purchase is 35 FUEs.
More Pricing Information
Community Pulse
InsightlySAP S/4HANA Cloud
Features
InsightlySAP S/4HANA Cloud
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.2
400 Ratings
7% below category average
SAP S/4HANA Cloud
-
Ratings
Customer data management / contact management8.4383 Ratings00 Ratings
Workflow management6.8351 Ratings00 Ratings
Territory management6.574 Ratings00 Ratings
Opportunity management8.0349 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)6.8357 Ratings00 Ratings
Contract management6.521 Ratings00 Ratings
Quote & order management7.764 Ratings00 Ratings
Interaction tracking6.6312 Ratings00 Ratings
Channel / partner relationship management7.724 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Insightly
7.1
13 Ratings
7% below category average
SAP S/4HANA Cloud
-
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 Product A and Product B
Insightly
5.8
312 Ratings
28% below category average
SAP S/4HANA Cloud
-
Ratings
Lead management6.0298 Ratings00 Ratings
Email marketing5.6245 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
6.6
385 Ratings
15% below category average
SAP S/4HANA Cloud
-
Ratings
Task management6.6374 Ratings00 Ratings
Billing and invoicing management6.039 Ratings00 Ratings
Reporting7.2321 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
7.7
343 Ratings
1% above category average
SAP S/4HANA Cloud
-
Ratings
Forecasting7.092 Ratings00 Ratings
Pipeline visualization8.0321 Ratings00 Ratings
Customizable reports8.1307 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
6.6
345 Ratings
15% below category average
SAP S/4HANA Cloud
7.7
482 Ratings
2% above category average
Custom fields7.3344 Ratings00 Ratings
Custom objects6.4105 Ratings00 Ratings
Scripting environment6.86 Ratings00 Ratings
API for custom integration5.9178 Ratings7.7462 Ratings
Plug-ins00 Ratings7.7428 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
7.5
295 Ratings
11% below category average
SAP S/4HANA Cloud
8.2
556 Ratings
2% below category average
Single sign-on capability7.5262 Ratings8.5521 Ratings
Role-based user permissions7.6197 Ratings8.0548 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
90 Ratings
0% below category average
SAP S/4HANA Cloud
-
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 Product A and Product B
Insightly
5.9
146 Ratings
23% below category average
SAP S/4HANA Cloud
-
Ratings
Marketing automation6.7146 Ratings00 Ratings
Compensation management5.14 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
6.0
310 Ratings
23% below category average
SAP S/4HANA Cloud
-
Ratings
Mobile access6.0310 Ratings00 Ratings
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
8.1
320 Ratings
9% above category average
Pay calculation00 Ratings7.8276 Ratings
Benefit plan administration00 Ratings7.8274 Ratings
Direct deposit files00 Ratings7.7271 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
7.7
561 Ratings
4% above category average
Dashboards00 Ratings7.7521 Ratings
Standard reports00 Ratings7.8551 Ratings
Custom reports00 Ratings7.6515 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
8.3
563 Ratings
8% above category average
Accounts payable00 Ratings8.2555 Ratings
Accounts receivable00 Ratings8.2529 Ratings
Global Financial Support00 Ratings7.8111 Ratings
Primary and Secondary Ledgers00 Ratings7.9115 Ratings
Journals and Reconciliations00 Ratings8.0119 Ratings
Configurable Accounting00 Ratings8.0109 Ratings
Standardized Processes00 Ratings8.3123 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
8.3
484 Ratings
4% above category average
Inventory tracking00 Ratings8.3474 Ratings
Automatic reordering00 Ratings7.9406 Ratings
Location management00 Ratings7.8393 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
8.1
496 Ratings
2% above category average
Pricing00 Ratings8.0472 Ratings
Order entry00 Ratings8.1482 Ratings
Credit card processing00 Ratings8.724 Ratings
Cost of goods sold00 Ratings8.2453 Ratings
Order Orchestration00 Ratings7.791 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
8.4
121 Ratings
12% above category average
Billing Management00 Ratings9.01 Ratings
Cash and Asset Management00 Ratings7.7108 Ratings
Travel & Expense Management00 Ratings10.01 Ratings
Budgetary Control & Encumbrance Accounting00 Ratings7.497 Ratings
Period Close00 Ratings7.9120 Ratings
Project Execution Management
Comparison of Project Execution Management features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
9.3
1 Ratings
29% above category average
Project Planning and Scheduling00 Ratings10.01 Ratings
Task Insight for Project Managers00 Ratings8.01 Ratings
Project Mobile Functionality00 Ratings10.01 Ratings
Definable Resource Pools00 Ratings9.01 Ratings
Grants Management
Comparison of Grants Management features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
8.1
52 Ratings
10% above category average
Award Lifecycle Management00 Ratings8.152 Ratings
Procurement
Comparison of Procurement features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
7.8
105 Ratings
11% above category average
Bids Analyzed and Compared00 Ratings7.773 Ratings
Contract Authoring00 Ratings7.874 Ratings
Contract Repository00 Ratings7.670 Ratings
Requisitions-to-Purchase Orders Integrated00 Ratings8.193 Ratings
Supplier Management00 Ratings7.992 Ratings
Risk Management
Comparison of Risk Management features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
9.8
1 Ratings
39% above category average
Risk Repository00 Ratings10.01 Ratings
Control Management00 Ratings10.01 Ratings
Control Efficiency Assessments00 Ratings10.01 Ratings
Issue Detection00 Ratings9.01 Ratings
Remediation and Certification00 Ratings10.01 Ratings
Logistics
Comparison of Logistics features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
7.9
80 Ratings
14% above category average
Transportation Planning and Optimization00 Ratings8.174 Ratings
Transportation Execution Management00 Ratings7.873 Ratings
Trade and Customs Management00 Ratings7.766 Ratings
Fulfillment Management00 Ratings8.169 Ratings
Warehouse Workforce Management00 Ratings7.969 Ratings
Manufacturing
Comparison of Manufacturing features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
8.2
87 Ratings
10% above category average
Production Process Design00 Ratings8.280 Ratings
Production Management00 Ratings8.381 Ratings
Configuration Management00 Ratings8.174 Ratings
Work Execution00 Ratings8.278 Ratings
Manufacturing Costs00 Ratings8.276 Ratings
Supply Chain
Comparison of Supply Chain features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
7.8
96 Ratings
7% above category average
Forecasting00 Ratings7.784 Ratings
Inventory Planning00 Ratings7.992 Ratings
Performance Monitoring00 Ratings7.789 Ratings
Product Lifecycle Management
Comparison of Product Lifecycle Management features of Product A and Product B
Insightly
-
Ratings
SAP S/4HANA Cloud
9.0
87 Ratings
21% above category average
Proposal Management00 Ratings10.01 Ratings
Product Master Data Management00 Ratings8.087 Ratings
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InsightlySAP S/4HANA Cloud
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Score 9.3 out of 10
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Score 9.2 out of 10
Infor VISUAL
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Score 8.4 out of 10
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Score 9.2 out of 10
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User Ratings
InsightlySAP S/4HANA Cloud
Likelihood to Recommend
7.6
(420 ratings)
8.4
(644 ratings)
Likelihood to Renew
9.0
(33 ratings)
9.0
(14 ratings)
Usability
7.5
(156 ratings)
8.1
(538 ratings)
Availability
9.0
(6 ratings)
9.0
(3 ratings)
Performance
8.0
(25 ratings)
9.0
(2 ratings)
Support Rating
8.9
(34 ratings)
7.5
(78 ratings)
In-Person Training
9.1
(1 ratings)
9.0
(1 ratings)
Online Training
9.0
(8 ratings)
9.0
(1 ratings)
Implementation Rating
8.0
(26 ratings)
7.5
(9 ratings)
Configurability
10.0
(18 ratings)
8.4
(4 ratings)
Contract Terms and Pricing Model
8.6
(3 ratings)
5.1
(2 ratings)
Ease of integration
9.0
(10 ratings)
8.0
(2 ratings)
Product Scalability
9.0
(9 ratings)
8.0
(2 ratings)
Professional Services
10.0
(1 ratings)
9.0
(1 ratings)
Vendor post-sale
9.0
(3 ratings)
6.9
(3 ratings)
Vendor pre-sale
8.2
(3 ratings)
7.3
(3 ratings)
User Testimonials
InsightlySAP S/4HANA Cloud
Likelihood to Recommend
Unbounce
The positive and negative feature lists are why I give Insightly a nine out of ten. A LOT of the features are unique, but the ones lacking affect how I envision the perfect workflow for my team. My job is to create and streamline processes for my team; with AppConnect, I'm hoping a lot of the manual work is taken off their plate so they can focus on the essential things. I really hope Insightly implements a true "reply to email" feature in the future.
Read full review
SAP
SAP S/4HANA provides Real-Time financial insights and performs automation for routine tasks. It reduced dependency on spreadsheets, resulting in fewer data losses, errors, and manual tasks. SAP S/4HANA may be less suitable for companies with highly specialized or higher financial requirements that require extensive customization, as the cloud version has certain limitations.
Read full review
Pros
Unbounce
  • Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
  • Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
  • Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
Read full review
SAP
  • SAP S/4HANA Cloud uses the SAP HANA in-memory database, allowing companies to process massive amounts of data in real-time.
  • The system integrates AI, machine learning (ML), and robotic process automation (RPA) to automate manual tasks.
  • S/4HANA Cloud unifies core business processes like finance, procurement, supply chain, and human resources under one system.
Read full review
Cons
Unbounce
  • The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
  • The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
  • The customizable objects and fields are very useful but the System Settings interface could be more user-friendly
Read full review
SAP
  • I would like to have an offline functionality as well which is not available at the moment.
  • I would like to see in-built templates that can be used according to organization needs and have to be industry specific.
  • Navigation of this platform is quite difficult to learn and requires training. So, new users will find learning a steep curve.
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
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SAP
The cost of SAP as an ERP is quite high and the switching costs associated with ERP systems are even higher. That being said moving from one ERP to another only happens once in a great while for large organizations. Those switching costs include retraining, IT hardware requirements, outside consultants and more
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Usability
Unbounce
There is really nothing as far as customization to the system that we cannot do. It's extremely easy to customize as well as use. Anything we want to add or remove to our Objects can usually be done in a few minutes or less. You can tell everything is very well thought out and was made to be modern and up to date.
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SAP
Day to day data insight is more accurate for manufacturing industry to procure as per forecasted from supplier. Supply and fulfillment cycle becomes more easier. I would say more about performance as we are using this new server so we can see clear difference between SAP S/4HANA Cloud and ECC. Also it has customized business extensions for rapid development.
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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.
Read full review
SAP
No answers on this topic
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.
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SAP
No answers on this topic
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.
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SAP
The technical support received by the ITT design teams and OS implementation team has been very useful in ensuring that the SAP ERP is well-tailored to our company's specific needs and operations. This coupled with the training materials, business process maps, and concept demos (sand-box demos) makes adoption easy on end-users.
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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.
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SAP
More effective
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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
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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
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SAP
SAP requires
a lot of internal and external resources to complete its successful
implementation. The cloud version requires a deeper understanding of the
different capabilities of the local systems (hardware) and the connection
towards your local IT team. We found several problems on our systems that we
couldn't foresee before the implementation and roll out.
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Alternatives Considered
Unbounce
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
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SAP
The platform utilizes advanced predictive analytics to anticipate operational bottlenecks and put them out of commission before the problems become larger. We can proactively develop effective strategies that help keep service quality in the face of unexpected changes in the market, or external disruptions, by continuously analyzing historical performance data as well as elements of the current market
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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.
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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.
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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
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SAP
No answers on this topic
Return on Investment
Unbounce
  • Improved services by organizing a database, pipeline, and custom reports in the verifying eligibility process.
  • Increased the number of orders we can verify eligibility for in 1 day.
  • Lowered the amount of time it takes to verify eligibility so we can get orders shipped out in a timely manner.
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SAP
  • SAP is as stable as an ERP can get, so there an mandays lost on recovering from problems, etc.
  • As as big and stable system, there are quite a few master data tables that need to be maintained on a constant base, so this does cost some extra time, but one gets to have fine tuned processes in return. So this is well invested time.
  • SAP is an expensive system in general, but it is as they say. You get what you pay for and SAP is just the best ERP you can get, so...
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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.Screenshot of Screenshot of

SAP S/4HANA Cloud Screenshots

Screenshot of the Order to Cash Dashboard - For the management of the order-to-cash process more efficiently across revenue streams and business models - including sales of physical and digital goods, services, subscriptions, projects, and bundles.Screenshot of Sales Management Overview - Helps ensure sales reps meet their goals with an overview of orders and key sales performance metrics, with status tracking for each order in real time for the early detection of potential issues.Screenshot of Purchasing Spend Dashboard - For weighing various aspects of purchasing spend through quick access to clear, complete, and real-time data, with less risk, and without opening different reports and transactions.Screenshot of Operational Supplier Evaluation - Provides a transparent overview of suppliers. Users can approve the most reliable vendors and get the right mix to serve business needs while reducing risk.Screenshot of Inventory Management - Provides visibility to manage supply chains, to mitigate risk, avoid unnecessary costs, maximize efficiency, and fulfill customer orders on time.Screenshot of Inventory Processing - Enables real-time supply chain visibility and provides meaningful metrics, with customizable dashboards and reports that display real-time inventory that track the status of inbound and outbound deliveries.