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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 Sales Cloud

    Score8.7 out of 10
    N/ASAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.N/A
    Pricing
    InsightlySAP Sales 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
    No answers on this topic
    Offerings
    Pricing Offerings
    InsightlySAP Sales Cloud
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    InsightlySAP Sales Cloud
    Considered Both Products
    Unbounce
    Chose Insightly
    Zoho CRM, Salesforce, MS Dynamics
    Incentivized
    SAP
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    91%
    Would buy again
    120 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    95%
    Delivers good value for the price
    111 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    96%
    Happy with the feature set
    127 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    93%
    Lived up to sales and marketing promises
    98 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    89%
    Implementation went as expected
    99 Answers
    Features
    InsightlySAP Sales Cloud
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    SAP Sales Cloud
    8.5
    153 Ratings
    8% above category average
    Customer data management / contact management8.2405 Ratings8.3145 Ratings
    Workflow management7.2372 Ratings8.8147 Ratings
    Territory management7.390 Ratings8.2131 Ratings
    Opportunity management8.2368 Ratings9.0143 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.3379 Ratings8.2137 Ratings
    Contract management6.521 Ratings7.9134 Ratings
    Quote & order management7.275 Ratings8.7134 Ratings
    Interaction tracking7.2333 Ratings8.9138 Ratings
    Channel / partner relationship management7.724 Ratings8.5132 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    SAP Sales Cloud
    8.9
    131 Ratings
    14% above category average
    Case management7.011 Ratings8.8126 Ratings
    Call center management7.28 Ratings9.2115 Ratings
    Help desk management7.19 Ratings8.9116 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    SAP Sales Cloud
    8.1
    132 Ratings
    5% above category average
    Lead management6.8314 Ratings8.1131 Ratings
    Email marketing7.6263 Ratings8.1113 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    SAP Sales Cloud
    8.3
    144 Ratings
    8% above category average
    Task management7.1392 Ratings8.4136 Ratings
    Billing and invoicing management6.039 Ratings8.4114 Ratings
    Reporting7.3342 Ratings8.2132 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    SAP Sales Cloud
    8.4
    142 Ratings
    9% above category average
    Forecasting7.092 Ratings8.1132 Ratings
    Pipeline visualization7.9344 Ratings9.0133 Ratings
    Customizable reports7.8331 Ratings8.1137 Ratings
    Customization
    Comparison of Customization features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    SAP Sales Cloud
    8.2
    139 Ratings
    7% above category average
    Custom fields8.4368 Ratings7.9139 Ratings
    Custom objects7.7126 Ratings7.9132 Ratings
    Scripting environment6.86 Ratings8.6115 Ratings
    API for custom integration7.3195 Ratings8.2124 Ratings
    Security
    Comparison of Security features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    SAP Sales Cloud
    9.2
    142 Ratings
    9% above category average
    Single sign-on capability7.8282 Ratings9.3136 Ratings
    Role-based user permissions7.4217 Ratings9.1136 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    SAP Sales Cloud
    9.1
    99 Ratings
    19% above category average
    Social data6.825 Ratings8.799 Ratings
    Social engagement8.078 Ratings9.495 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    SAP Sales Cloud
    8.5
    118 Ratings
    12% above category average
    Marketing automation7.7159 Ratings8.3114 Ratings
    Compensation management5.14 Ratings8.794 Ratings
    Platform
    Comparison of Platform features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    SAP Sales Cloud
    8.2
    123 Ratings
    7% above category average
    Mobile access5.9328 Ratings8.2123 Ratings
    Best Alternatives
    InsightlySAP Sales Cloud
    Small Businesses
    Salesflare
    Score10 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlySAP Sales Cloud
    Likelihood to Recommend
    7.8
    (444 ratings)
    8.5
    (164 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    8.1
    (15 ratings)
    Usability
    7.5
    (180 ratings)
    7.0
    (10 ratings)
    Availability
    9.0
    (6 ratings)
    9.1
    (2 ratings)
    Performance
    7.9
    (25 ratings)
    9.1
    (2 ratings)
    Support Rating
    8.9
    (34 ratings)
    5.8
    (13 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    9.1
    (3 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    7.6
    (4 ratings)
    Configurability
    9.9
    (18 ratings)
    9.1
    (1 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    9.1
    (1 ratings)
    Ease of integration
    9.0
    (10 ratings)
    9.1
    (1 ratings)
    Product Scalability
    9.0
    (9 ratings)
    8.6
    (124 ratings)
    Professional Services
    10.0
    (1 ratings)
    9.1
    (1 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    8.2
    (1 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    9.1
    (1 ratings)
    User Testimonials
    InsightlySAP Sales Cloud
    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
    SAP
    SAP Sales Cloud is highly suited for manufacturing and distribution enterprises and especially for people and companies who are already into SAP architecture. It is also great for industries which are consumer-packaged goods oriented, and it is highly structured for B2B sales which has predictive pipelines. I would say it is less suited for hyper growth or newer startups, especially people who are not familiar with the SAP ERP. It is multi-dimensional and has complex matrix structures, so it is a bit difficult to learn, and it might be daunting for new people.
    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
    SAP
    • I love its ability to automate the entire sales process for us.
    • Another thing I love is how it combines data from different touchpoints to provide a 360-degree view of the customer.
    • What I like best about SAP Sales Cloud is the real-time analytics it provides for my organization.
    Incentivized
    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
    SAP
    • One area of concern is the many data silos that are present within SAP sales cloud
    • While creating filters for accessing sales lead reports, the accuracy is missing sometimes.
    • The product is quite vast and a lot more learning material and knowledge base documents are required.
    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
    SAP
    SAP sales enables organizations to manage their sales activities, such as inquiries, quotations, orders, deliveries, billing, and payments. Also integrates with other SAP modules, such as finance, logistics, and marketing, to provide a comprehensive solution for managing the entire sales cycle. thats makes SAP a good choice
    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
    SAP
    In short, SAP CRM is a complete service that will help improve marketing strategy and productivity. It covers various topics, from big data analytics to resource management and housing sales data. SAP CRM has a long list of features and can do them all.
    Incentivized
    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
    SAP
    Product was mostly available. A couple accessibility issues did exist when sending API calls, and there was either no response, or a delayed response.
    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
    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.
    Incentivized
    Read full review
    SAP
    SAP's customer service is quick and efficient, with a response time of fewer than some minutes. In either case, you'll get instant help from the vendor or online forums. In addition, the vendor provides excellent global support for this tool. Like Salesforce, SugarCRM, etc., it's probably fine as a standalone CRM option.
    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
    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
    Read full review
    SAP
    Training was mostly completed over a couple conference calls, and reading the API documentation. Our developers were able to implement quickly after reading the documentation.
    Read full review
    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
    SAP
    I would rate the implementation a 7. While the process overall was successful, there were challenges related to data migration, integration with other systems, and initial user adoption. However, the support from SAP during the implementation phase was helpful, and we were able to resolve the major issues as the process progressed.
    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
    SAP
    These other products are not fully focused on sales. Of course you can create a workflow for your employees but they have too much info that youll probably won't end Up using. Also their AI assistance is not that accurate when you need some advice or personalized Insights. That's why we swapped to another software that was focused on the sales funnel.
    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
    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
    Read full review
    SAP
    1. It much needed to the end-user like sales person and marketing team to read the real time analysis for better decision making and deal closing. 2. Cost calculation and tracking becomes easier on go. 3. HR department, sales and marketing teams are getting insights for further improvement of the process of sales and conversion rate. 4. Easier to know customer behavior and taste.
    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
    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
    • Integration with additional sales tools, such as LinkedIn Sales Navigator, greatly improves the speed and efficiency of our entire process.
    • Standard templates facilitate easy and efficient lead interaction.
    • The time is reduced and representative job productivity increases when SAP Sales Cloud is used.
    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

    SAP Sales Cloud Screenshots

    Screenshot of the SAP Sales Cloud dashboard, where users can can automate critical selling processes and give sellers AI-based recommendations. The dashboard features:
Cloud deployment
A unified view of customers
An optimised mobile selling experience
AI-driven insights, recommendations, and analytics
Embedded generative AI highlights and summarization