Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly
Score 7.7 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
Vtiger
Score 9.0 out of 10
N/A
Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.
$28
per month per user
Pricing
InsightlyVtiger
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
One Professional - Single App
$28
per month per user
One Professional - Standard
$42
per month per user
One Enterprise - Single App
$42
per month per user
One Enterprise - Standard
$58
per month per user
Offerings
Pricing Offerings
InsightlyVtiger
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup fee$10 / user / month
Additional DetailsDiscounts are provided for both annual subscriptions, and for high volume users.
More Pricing Information
Community Pulse
InsightlyVtiger
Considered Both Products
Insightly
Chose Insightly
Insightly is more comprehensive than the others except for maybe for Vtiger. Price/quality relation is better in Insightly. The learning curve is lower with Insightly.
Chose Insightly
I wasn't involved in the selection of which CRM my client chose. Insightly was already implemented when I started working with my client.
Vtiger
Chose Vtiger
VTiger had better overall cost and native capabilities that other solutions lacked. We used Nutshell CRM for over a year. It was a very efficient contact management system, but it seemed that if we needed to do anything but record contacts, we had to use an add-on. We spent a …
Features
InsightlyVtiger
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.4
413 Ratings
5% below category average
Vtiger
9.3
9 Ratings
18% above category average
Customer data management / contact management8.5395 Ratings10.09 Ratings
Workflow management7.2364 Ratings9.09 Ratings
Territory management7.783 Ratings00 Ratings
Opportunity management8.0361 Ratings9.09 Ratings
Integration with email client (e.g., Outlook or Gmail)6.8369 Ratings9.09 Ratings
Contract management6.521 Ratings9.07 Ratings
Quote & order management7.471 Ratings9.07 Ratings
Interaction tracking7.0324 Ratings10.07 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
Vtiger
8.5
7 Ratings
11% above category average
Case management7.011 Ratings8.07 Ratings
Call center management7.28 Ratings00 Ratings
Help desk management7.19 Ratings9.07 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Insightly
6.6
322 Ratings
16% below category average
Vtiger
6.5
7 Ratings
17% below category average
Lead management6.3308 Ratings7.07 Ratings
Email marketing7.0255 Ratings6.07 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
6.6
397 Ratings
15% below category average
Vtiger
8.7
9 Ratings
13% above category average
Task management6.9385 Ratings8.07 Ratings
Billing and invoicing management6.039 Ratings9.08 Ratings
Reporting7.0333 Ratings9.08 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
7.5
356 Ratings
1% below category average
Vtiger
8.7
8 Ratings
13% above category average
Forecasting7.092 Ratings7.07 Ratings
Pipeline visualization8.1334 Ratings10.07 Ratings
Customizable reports7.5320 Ratings9.08 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
7.3
358 Ratings
5% below category average
Vtiger
8.7
9 Ratings
13% above category average
Custom fields8.0357 Ratings10.09 Ratings
Custom objects7.2116 Ratings7.08 Ratings
Scripting environment6.86 Ratings00 Ratings
API for custom integration7.2187 Ratings9.07 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
7.3
306 Ratings
14% below category average
Vtiger
8.0
9 Ratings
4% below category average
Single sign-on capability7.3273 Ratings00 Ratings
Role-based user permissions7.3207 Ratings8.09 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
90 Ratings
0% below category average
Vtiger
8.0
6 Ratings
8% above category average
Social data6.825 Ratings00 Ratings
Social engagement8.078 Ratings8.06 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Insightly
6.3
154 Ratings
16% below category average
Vtiger
-
Ratings
Marketing automation7.5154 Ratings00 Ratings
Compensation management5.14 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
5.6
320 Ratings
29% below category average
Vtiger
10.0
6 Ratings
28% above category average
Mobile access5.6320 Ratings10.06 Ratings
Best Alternatives
InsightlyVtiger
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyVtiger
Likelihood to Recommend
7.7
(433 ratings)
9.0
(9 ratings)
Likelihood to Renew
9.1
(34 ratings)
-
(0 ratings)
Usability
7.6
(169 ratings)
9.0
(2 ratings)
Availability
9.0
(6 ratings)
-
(0 ratings)
Performance
7.9
(25 ratings)
-
(0 ratings)
Support Rating
8.9
(34 ratings)
10.0
(2 ratings)
In-Person Training
9.1
(1 ratings)
-
(0 ratings)
Online Training
9.0
(8 ratings)
-
(0 ratings)
Implementation Rating
8.1
(26 ratings)
-
(0 ratings)
Configurability
10.0
(18 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
8.5
(3 ratings)
-
(0 ratings)
Ease of integration
9.0
(10 ratings)
-
(0 ratings)
Product Scalability
9.0
(9 ratings)
-
(0 ratings)
Professional Services
10.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
9.1
(3 ratings)
-
(0 ratings)
Vendor pre-sale
8.0
(3 ratings)
-
(0 ratings)
User Testimonials
InsightlyVtiger
Likelihood to Recommend
Unbounce
If a business has a simple workflow for purchasing a product or service for a customer and they want to keep track of this workflow then Insightly is very useful. The more complex a business operation is then Insightly starts to become difficult to use. I would recommend Insightly for small and medium sized businesses. Large businesses might have issues delegating tasks across many different users in a large company
Read full review
Vtiger
vTiger packs a ton of functionality and capability, but the challenge is getting there. In today's day where everyone is doing more with less, having a solution that meets a couple specific needs and does that well is essential. To me, at times I feel as though vTiger is trying to be a "jack of all trades" solution which ultimately ends up making it more confusing to use. However, on the flip side of that, if you take the time to learn everything about vTiger, I am sure it is an awesome tool but there is a learning curve associated with it. Finally, I would like to see more integrations with other vendors moving forward so if we cannot use vTiger for everything, at least it would have the ability to "talk" with other programs.
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.
Read full review
Vtiger
  • User-friendly interface.
  • Reliable tracking system and alerts to maintain overall control of the proceses.
  • Meets all the needs of the average company.
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.
Read full review
Vtiger
  • Though you can create reports however you want, they may need to come out in multiple files. I wish this could be aggregated.
  • It's still very simple. There is room for improvement with the setup of the admin panel.
  • The dropdowns function funny when scrolled down. It's picky but it's frustrating.
  • The search function could be improved.
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
Vtiger
No answers on this topic
Usability
Unbounce
Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.
Read full review
Vtiger
In the Last versions they have done a strong effort in creating a powerful data screen. Inside the screen you have access to signing, communications with multiple tools integration and connections with all modules related. With a single view you have all control over your data relations. It is similar to a control managing.
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.
Read full review
Vtiger
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.
Read full review
Vtiger
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.
Read full review
Vtiger
It is as good as you could expect for a company that operates from another continent. Emails are quickly responded to and do not usually require additional questions or answers. It is quite rare for a company of their size to be as responsive as they are and that makes them a sound choice to deal with.
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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.
Read full review
Vtiger
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
Read full review
Vtiger
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
Read full review
Vtiger
No answers on this topic
Alternatives Considered
Unbounce
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
Read full review
Vtiger
VTiger had better overall cost and native capabilities that other solutions lacked. We used Nutshell CRM for over a year. It was a very efficient contact management system, but it seemed that if we needed to do anything but record contacts, we had to use an add-on. We spent a lot of time exporting and importing between different services. Quoting, invoicing, and payments all had to be manually transferred to our accounting system. It was very frustrating
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.
Read full review
Vtiger
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.
Read full review
Vtiger
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
Read full review
Vtiger
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.
Read full review
Vtiger
  • Integration Across the Organization - What started out as just a CRM tool for sales is now being used for ticket management and project management.
  • Steep Learning Curve - It is not as intuitive out of the box and really requires a dedicated person to be a vTiger expert which can be challenging and time consuming.
  • Reliability - Sometimes features that worked yesterday don't work today, thus causing more time to complete the same exact task that was done previously. The thing that comes to mind specifically is the main search box as 1/2 the time it works, 1/2 the time it doesn't work.
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.Screenshot of Screenshot of

Vtiger Screenshots

Screenshot of Vtiger's home page dashboardScreenshot of A typical contact record in Vtiger