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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

    Tungsten Power PDF

    Score9.8 out of 10
    Small Businesses (1-50 employees)
    Tungsten Power PDF (formerly Kofax) is an easy-to-use, secure and inexpensive solution to manage PDFs for businesses and individuals. Benefits: Ease of Use: Works like Office desktop products, so it's easier to learn Compatibility: Works across devices and platforms, share documents in a storage cloud …

    $129

    one-time fee per license

    Pricing
    InsightlyTungsten Power PDF
    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
    Power PDF Standard
    $129
    one-time fee per license
    Power PDF for Mac
    $129
    one-time fee per license
    Power PDF Advanced
    $179
    one-time fee per license
    Power PDF Business
    Get a Quote: Subscription and Perpetual available
    per year per seat
    Offerings
    Pricing Offerings
    InsightlyTungsten Power PDF
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Desktop licenses are buy once, own forever. No subscription fees. Business server licenses are term-based or perpetual with optional maintenance & support contract. Volume and upgrade discounts available.
    More Pricing Information
    Community Pulse
    InsightlyTungsten Power PDF
    Considered Both Products
    Unbounce
    No answer on this topic
    Tungsten Automation formerly Kofax
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    98%
    Would buy again
    585 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    98%
    Delivers good value for the price
    575 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    97%
    Happy with the feature set
    583 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    96%
    Lived up to sales and marketing promises
    526 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    97%
    Implementation went as expected
    556 Answers
    Features
    InsightlyTungsten Power PDF
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Tungsten Power PDF
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Tungsten Power PDF
    -
    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 Tungsten Power PDF
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Tungsten Power PDF
    -
    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 Tungsten Power PDF
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Tungsten Power PDF
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Tungsten Power PDF
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Tungsten Power PDF
    -
    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 Tungsten Power PDF
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Tungsten Power PDF
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Tungsten Power PDF
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Tungsten Power PDF
    -
    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 Tungsten Power PDF
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Tungsten Power PDF
    -
    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 Tungsten Power PDF
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Tungsten Power PDF
    -
    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 Tungsten Power PDF
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Tungsten Power PDF
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Tungsten Power PDF
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Tungsten Power PDF
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    PDF Editors
    Comparison of PDF Editors features of Insightly and Tungsten Power PDF
    Feature
    Insightly
    -
    Ratings
    Tungsten Power PDF
    8.7
    28 Ratings
    1% above category average
    Edit Text and Images00 Ratings5.526 Ratings
    Merge or Split PDFs00 Ratings9.928 Ratings
    Add Annotations00 Ratings9.226 Ratings
    Text Recognition (OCR)00 Ratings6.922 Ratings
    Page Management00 Ratings7.226 Ratings
    Form Creation and Editing00 Ratings9.620 Ratings
    Secure PDFs00 Ratings9.920 Ratings
    Convert to Different Formats00 Ratings9.823 Ratings
    Comment and Review Tools00 Ratings9.423 Ratings
    Undo and Redo Actions00 Ratings9.923 Ratings
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    InsightlyTungsten Power PDF
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    Score8.4 out of 10
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    Score9.7 out of 10
    PDF Xchange Viewer and Editor
    Score9.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Adobe Acrobat Reader
    Score8.6 out of 10
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    User Ratings
    InsightlyTungsten Power PDF
    Likelihood to Recommend
    7.8
    (444 ratings)
    9.9
    (599 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    9.2
    (112 ratings)
    Usability
    7.5
    (180 ratings)
    9.8
    (46 ratings)
    Availability
    9.0
    (6 ratings)
    9.1
    (13 ratings)
    Performance
    7.9
    (25 ratings)
    9.1
    (13 ratings)
    Support Rating
    8.9
    (34 ratings)
    9.9
    (435 ratings)
    In-Person Training
    9.1
    (1 ratings)
    3.6
    (1 ratings)
    Online Training
    9.0
    (8 ratings)
    8.2
    (1 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    9.1
    (33 ratings)
    Configurability
    9.9
    (18 ratings)
    9.1
    (9 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    9.1
    (10 ratings)
    Product Scalability
    9.0
    (9 ratings)
    9.1
    (12 ratings)
    Professional Services
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    9.1
    (7 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    9.1
    (7 ratings)
    User Testimonials
    InsightlyTungsten Power PDF
    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
    Tungsten Automation formerly Kofax
    GREAT for combining documents into a single PDF. Great for working with a PDF. Not so great converting PDF to Word format. Would like to see more effort put into that development. Would like to see more effective testing of updates prior to pushing them out as well. Otherwise it is awesome.
    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
    Tungsten Automation formerly Kofax
    • Typewriter functionality is great, although can take some time to load. This allows you to fill in text wherever applicable without turning the rest of the pdf into editable text.
    • Fast load times
    • Has autogenerated text feature so anything in the pdf can become editable
    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
    Tungsten Automation formerly Kofax
    • I find that quickly editing text within a document or adding a line of text is clunky and can snowball into things popping out of place. I prefer to export text, and then work on it elsewhere.
    • Sometimes it seems that text recognition is trying too hard and throws me paper punches as "O"s and wrinkles as shapes, so I have to get rid of those artifacts.
    • The "Update Available" popup which is usually not an actual update announcement but rather an offer to sell me something is annoying.
    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
    Tungsten Automation formerly Kofax
    Tungsten Power PDF is easy to use, the staff all like it, and there are no issues with it on any level. It is a more cost-effective solution to our PDF needs than other products currently available on the market. This product works as intended and it fits our business needs perfectly.
    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
    Tungsten Automation formerly Kofax
    It is fast and easy to get the hang of. It really didn't take a lot of effort to learn how to use this program and I appreciated that it was pretty "plug and play" and there wasn't a long learning curve.
    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
    Tungsten Automation formerly Kofax
    Other that a PDF partially disappearing if left up for a long period of time - no issues. (If you close it and reopen it, it is all there. We have some PDFs that are 400-600 pages long.)
    Incentivized
    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
    Tungsten Automation formerly Kofax
    Pages nearly always load at the expected rapid speed. Some documents that print quickly from Adobe Reader print much more slowly from Power PDF. I have never generated a report - that's a feature I didn't know existed until now and do not know what it's for
    Incentivized
    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
    Tungsten Automation formerly Kofax
    I have used it for 15 years and have only needed support once: a simple update that allowed me to use the software as intended. The support team was attentive and responsive, and I was on my way very quickly.
    Incentivized
    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
    Tungsten Automation formerly Kofax
    I got an overview of the product from my predecessor who was about to retire from the job I now hold. He did not go into very many of the features and probably only knew about the ones he used most frequently.
    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
    Tungsten Automation formerly Kofax
    We watched the training videos and tested out the features and functionality side by side. Some features are not used on a regular basis is it is convenient to go back and review training on that particular functionality when needed.
    Incentivized
    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
    Tungsten Automation formerly Kofax
    Easy and quick, with no problems or support needed. Worked as intended right out of the box. E-signing was the only area that implementation was dificult and required support
    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
    Tungsten Automation formerly Kofax
    There is nothing to compare it to. Tungsten Power PDF is by far an easier and more efficient option. The one advantage of CutePDF is the functionality of overlay and underlay with headers and footers. The other functions in Tungsten Power PDF are much easier to use. Pricing is also an attractive option.
    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
    Read full review
    Tungsten Automation formerly Kofax
    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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    Tungsten Automation formerly Kofax
    Not really familiar since I'm the only person who uses it. But in the past it has been my understanding that Power PDF was offered only on a single-license basis, so it's been expensive for me to use it at home and at work because I had to pay for it on my own. In my current position management supports it so I at least only have to pay for it once.
    Incentivized
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    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
    Tungsten Automation formerly Kofax
    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
    Tungsten Automation formerly Kofax
    • Although it was expensive to get the program (just under $200), I found that it was nice that there was only that one time charge. If there were updating or annual fees, I think that would be a deal breaker. Thankfully there isn't, though!
    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

    Tungsten Power PDF Screenshots

    Screenshot of the PDF Create Assistant, which can be used to create multiple PDFs at the same time from a variety of source formats. Create individual PDFs, or combine into one PDF package.Screenshot of PDF Profiles that can be created to apply commonly desired settings to new PDF documents created in Power PDF.Screenshot of the application's color, changed from purple to blue, light gray or dark gray.Screenshot of some lightweight document automation that can also be achieved with the Watched Folder and Sequence features.Screenshot of where packages can be signed with pre built templates using Kofax Sign Doc or other integrating e-signersScreenshot of PDFs that can be navigated with a thumbnail view