TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    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

    MiCloud Connect / ShoreTel (discontinued)

    Score3 out of 10
    N/AMiCloud Connect, or ShoreTel, was a business communications solution for contact centers that included features like IP PBX telephony service, desk phones, softphone, and collaboration tools. It was acquired by RingCentral in early 2026, and discontinued, with customers being moved to RingCentral's MVP platform.N/A
    Pricing
    InsightlyMiCloud Connect / ShoreTel (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
    InsightlyMiCloud Connect / ShoreTel (discontinued)
    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
    InsightlyMiCloud Connect / ShoreTel (discontinued)
    Considered Both Products
    Unbounce
    No answer on this topic
    Discontinued Products
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    No answers on this topic
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    No answers on this topic
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    No answers on this topic
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    No answers on this topic
    Features
    InsightlyMiCloud Connect / ShoreTel (discontinued)
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    MiCloud Connect / ShoreTel (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 MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    MiCloud Connect / ShoreTel (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 MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    MiCloud Connect / ShoreTel (discontinued)
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    MiCloud Connect / ShoreTel (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 MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    MiCloud Connect / ShoreTel (discontinued)
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    MiCloud Connect / ShoreTel (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 MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    MiCloud Connect / ShoreTel (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 MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    MiCloud Connect / ShoreTel (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 MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    MiCloud Connect / ShoreTel (discontinued)
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    MiCloud Connect / ShoreTel (discontinued)
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Cloud PBX
    Comparison of Cloud PBX features of Insightly and MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    -
    Ratings
    MiCloud Connect / ShoreTel (discontinued)
    8.2
    27 Ratings
    3% above category average
    Hosted PBX00 Ratings7.515 Ratings
    Multi-level Interactive Voice Response (IVR)00 Ratings8.315 Ratings
    User templates00 Ratings8.016 Ratings
    Call reports00 Ratings8.621 Ratings
    Directory of employee names00 Ratings8.327 Ratings
    Call Management
    Comparison of Call Management features of Insightly and MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    -
    Ratings
    MiCloud Connect / ShoreTel (discontinued)
    8.6
    28 Ratings
    5% above category average
    Answering rules00 Ratings9.024 Ratings
    Call recording00 Ratings8.323 Ratings
    Call park00 Ratings8.626 Ratings
    Call screening00 Ratings8.622 Ratings
    Message alerts00 Ratings8.323 Ratings
    VoIP system collaboration
    Comparison of VoIP system collaboration features of Insightly and MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    -
    Ratings
    MiCloud Connect / ShoreTel (discontinued)
    7.6
    23 Ratings
    4% below category average
    Video conferencing00 Ratings8.08 Ratings
    Audio conferencing00 Ratings9.023 Ratings
    Video screen sharing00 Ratings7.04 Ratings
    Instant messaging00 Ratings6.75 Ratings
    Mobile apps
    Comparison of Mobile apps features of Insightly and MiCloud Connect / ShoreTel (discontinued)
    Feature
    Insightly
    -
    Ratings
    MiCloud Connect / ShoreTel (discontinued)
    6.2
    15 Ratings
    24% below category average
    Mobile app for iOS00 Ratings8.014 Ratings
    Mobile app for Android00 Ratings4.512 Ratings
    Best Alternatives
    InsightlyMiCloud Connect / ShoreTel (discontinued)
    Small Businesses
    Salesflare
    Score10 out of 10
    CallFire
    Score9.7 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Fuze
    Score8.2 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Cisco Unified Communications Manager (Call Manager)
    Score8.3 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyMiCloud Connect / ShoreTel (discontinued)
    Likelihood to Recommend
    7.8
    (444 ratings)
    8.3
    (63 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    8.6
    (42 ratings)
    Usability
    7.5
    (180 ratings)
    8.0
    (21 ratings)
    Availability
    9.0
    (6 ratings)
    10.0
    (27 ratings)
    Performance
    7.9
    (25 ratings)
    5.1
    (9 ratings)
    Support Rating
    8.9
    (34 ratings)
    3.5
    (16 ratings)
    In-Person Training
    9.1
    (1 ratings)
    6.0
    (3 ratings)
    Online Training
    9.0
    (8 ratings)
    2.0
    (12 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    9.6
    (30 ratings)
    Configurability
    9.9
    (18 ratings)
    6.4
    (3 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    9.1
    (1 ratings)
    Product Scalability
    9.0
    (9 ratings)
    7.6
    (5 ratings)
    Professional Services
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    9.1
    (1 ratings)
    User Testimonials
    InsightlyMiCloud Connect / ShoreTel (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
    Read full review
    Discontinued Products
    Mitel is excellent at allowing me as a user to setup up custom call routing in response to rapidly changing work flows. If I need to work from home for a period due to medical or other reasons, logging into Mitel and setting my office phone to ring through to my home or cell is quick and simple. Changing back is just as quick.
    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
    Discontinued Products
    • The system up-time has been 100% over 3 years.
    • With separate systems and two locations we used to have to fake the system into 4 digit dialing by forwarding all remote extensions to DIDs. Now with Shortel extended to the remote location we have true 4 digit dialing.
    • The Shortel desktop application makes managing calls and call routing a breeze for even our most novice users.
    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
    Discontinued Products
    • There are persistent problems with the app's functionality on mobile devices.
    • At times, the web conferencing service may have delays. It appears to be less stable than competing approaches.
    • Using a headset instead of the microphone and speakers integrated into a desktop computer slows down the softphone's performance.
    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
    Discontinued Products
    Although the price is higher than some of the other Hosted systems out there, the value is definitely worth a renewal. Everything is relative: there are some companies out there who need phones, but don't necessarily care how they work, the functionality/features available/durability etc., they just care that they have phones that make and receive calls. There are other companies that are completely reliant on phones and certain functionality that is provided by the system. There are even some companies who are straight up dependent on the phone system and are losing tons of money anytime they are down, ShoreTel is the perfect fit for theSMB client who sees value in a solid,robust, reliable and high functioning phone system
    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
    Discontinued Products
    I have not used a wide array of communication software, but this far ShoreTel/MiCloud has been the simplest and easiest to get into. My work employs several temps at certain points throughout the year, and they use this piece of software frequently, and new hires seem to have little to no issue using this software. Additionally, this is our primary telephone communication infrastructure, and I have yet to encounter any issues when signed in and regularly using it handling external calls to our department.
    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
    Discontinued Products
    The system has gone down on us MULTIPLE times. We asked them to move us to a different cluster. Shoretel declined. Basically we had problems or outages every month of the year from June 2012 to date. Our old phone system was just that: OLD, no bells or whistles. But it was up every day and I never had to think about it much until it was time for an upgrade. That's how I want Shoretel to be. I want it so reliable that I never have to think about it.
    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
    Discontinued Products
    Even though the system uses a lower bandwidth connection we have experienced a higher call quality than our previous system which required a T1 line and back up broadband connection.
    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
    Discontinued Products
    ShoreTel Sky's support is amazing. The only reason why I didn't give it a 10 is that we still need to contact them for stuff that we should be able to do, for ourselves, within the management portal. I know their portal is being worked on, so hopefully they will get the "little things" included for self-management.
    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
    Discontinued Products
    I attended the first ShoreTel installer class in Austin,TX. It was a week of intensive study with a live lab and having hands on experience made the class worthwhile. I have taken all of the sales courses and remaining technical courses either online or self study to keep costs down. I send my techs to the first installer course in Austin as I feel it gives them a solid foundation and most of teh other courses they have taken have been online.
    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
    Discontinued Products
    The training identified some things M5 (ShoreTel's cloud division) could provide, however it was only using it every day and asking the Shoretel support several questions that I got the hang of it. The training was able to highlight functions but I did not learn how to use the phone from the training.
    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
    Discontinued Products
    Each of our locations has a dedicated ShoreTel router and managed QoS. With full management, it provides us a breath of space and bandwidth to use our resources in other means. Strongly consider the managed solution as you have to maintain more technical issues when hosting with your ISP. You have to make sure your ISP can provide you the best service for voice and data. Plug and 'hope' doesn't work with just routing your phones over any Internet connection....especially when your handsets run int he 100's
    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
    Discontinued Products
    Aptela. I chose M5 (ShoreTelSky) because their platform puts call quality first. Their system also uses Cisco endpoints, which are very compatible with the rest of my Cisco network. I also liked the fact that ShoreTelSky uses the internet only as a backup for transport; I use MPLS as my primary connectivity.
    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
    Discontinued Products
    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
    Discontinued Products
    I believe that ShoreTel can be used by a minimum company size of about 25 to almost any size of a company and this can be achieved while the company grows, hence makes it pretty scalable when required. For companies which are smaller in size i.e. smaller than 25, I am not sure how useful it would be, it may be depending upon the type of business
    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
    Discontinued Products
    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
    Discontinued Products
    • At my branch alone, we are saving over $500 a month using Shoretel Sky versus the phone company we were using before them.
    • Shoretel Sky has increased customer service by allowing our employees to easily transfer a call to the proper department or branch no matter where they are located instead of giving the caller a phone number to call.
    • Most of our locations did not have caller ID before Shoretel Sky. That feature has increased employee efficiency because when they know who is calling before they answer allows them to professionally greet their caller and have their info up on their computer as they answer.
    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

    MiCloud Connect / ShoreTel (discontinued) Screenshots

    Screenshot of ShoreTel ConnectScreenshot of Mobile AndroidScreenshot of Mobile iosScreenshot of Teamwork Android