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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

    Webex Meetings

    Score8.7 out of 10
    N/AWebex Meetings is a video conferencing solution powering hybrid work. It enables a seamless collaboration experience and better results with meetings that are designed to give everyone the ability to engage no matter their location, language, or communication style.

    $14.50

    per month per user

    Pricing
    InsightlyWebex Meetings
    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
    Webex Meet
    $14.50
    per month per user
    Webex Suite: Meet + Call
    $25
    per month per user
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    InsightlyWebex Meetings
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—Discount available for annual pricing.
    More Pricing Information
    Community Pulse
    InsightlyWebex Meetings
    Considered Both Products
    Unbounce
    Chose Insightly
    I worked with SalesForce previously. It's a powerful CRM tool, but it requires much more maintenance & discipline to gain the full benefit of the software. I have seen larger companies ($50 M++) have better success using SalesForce.
    Incentivized
    Cisco
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    92%
    Would buy again
    609 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    96%
    Delivers good value for the price
    517 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    94%
    Happy with the feature set
    622 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
    380 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    97%
    Implementation went as expected
    452 Answers
    Features
    InsightlyWebex Meetings
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Webex Meetings
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Webex Meetings
    -
    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 Webex Meetings
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Webex Meetings
    -
    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 Webex Meetings
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Webex Meetings
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Webex Meetings
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Webex Meetings
    -
    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 Webex Meetings
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Webex Meetings
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Webex Meetings
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Webex Meetings
    -
    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 Webex Meetings
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Webex Meetings
    -
    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 Webex Meetings
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Webex Meetings
    -
    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 Webex Meetings
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Webex Meetings
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Webex Meetings
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Webex Meetings
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Performance & Compatibility of Online Events Software
    Comparison of Performance & Compatibility of Online Events Software features of Insightly and Webex Meetings
    Feature
    Insightly
    -
    Ratings
    Webex Meetings
    8.7
    845 Ratings
    10% above category average
    High quality audio00 Ratings9.0840 Ratings
    High quality video00 Ratings9.0832 Ratings
    Low bandwidth requirements00 Ratings8.0800 Ratings
    Mobile support00 Ratings8.6762 Ratings
    Screen Sharing
    Comparison of Screen Sharing features of Insightly and Webex Meetings
    Feature
    Insightly
    -
    Ratings
    Webex Meetings
    8.5
    830 Ratings
    7% above category average
    Desktop sharing00 Ratings8.8829 Ratings
    Whiteboards00 Ratings8.1721 Ratings
    Online Meetings / Events
    Comparison of Online Meetings / Events features of Insightly and Webex Meetings
    Feature
    Insightly
    -
    Ratings
    Webex Meetings
    8.6
    838 Ratings
    5% above category average
    Calendar integration00 Ratings8.7795 Ratings
    Meeting initiation00 Ratings8.5825 Ratings
    Integrates with social media00 Ratings8.4351 Ratings
    Record meetings / events00 Ratings8.9783 Ratings
    Slideshows00 Ratings8.7708 Ratings
    Online Events Collaboration
    Comparison of Online Events Collaboration features of Insightly and Webex Meetings
    Feature
    Insightly
    -
    Ratings
    Webex Meetings
    8.8
    793 Ratings
    9% above category average
    Live chat00 Ratings8.8772 Ratings
    Audience polling00 Ratings9.0682 Ratings
    Q&A00 Ratings8.6691 Ratings
    Online Events Security
    Comparison of Online Events Security features of Insightly and Webex Meetings
    Feature
    Insightly
    -
    Ratings
    Webex Meetings
    8.8
    787 Ratings
    8% above category average
    User authentication00 Ratings8.8740 Ratings
    Participant roles & permissions00 Ratings8.8767 Ratings
    Confidential attendee list00 Ratings9.0475 Ratings
    Best Alternatives
    InsightlyWebex Meetings
    Small Businesses
    Salesflare
    Score10 out of 10
    ClickMeeting
    Score9.5 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    JioMeet
    Score9.8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Google Meet
    Score8.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyWebex Meetings
    Likelihood to Recommend
    7.8
    (444 ratings)
    8.8
    (864 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    8.5
    (58 ratings)
    Usability
    7.5
    (180 ratings)
    8.0
    (117 ratings)
    Availability
    9.0
    (6 ratings)
    9.0
    (441 ratings)
    Performance
    7.9
    (25 ratings)
    9.5
    (416 ratings)
    Support Rating
    8.9
    (34 ratings)
    7.9
    (116 ratings)
    In-Person Training
    9.1
    (1 ratings)
    8.8
    (6 ratings)
    Online Training
    9.0
    (8 ratings)
    8.5
    (6 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    9.7
    (22 ratings)
    Configurability
    9.9
    (18 ratings)
    7.2
    (15 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    7.3
    (10 ratings)
    Ease of integration
    9.0
    (10 ratings)
    10.0
    (10 ratings)
    Product Scalability
    9.0
    (9 ratings)
    8.3
    (412 ratings)
    Professional Services
    10.0
    (1 ratings)
    8.9
    (9 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    9.6
    (12 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    9.9
    (13 ratings)
    User Testimonials
    InsightlyWebex Meetings
    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
    Cisco
    The first reason is the ease of use and availability, which makes WebEx work for all. The quality of audio and video is adorable. As a business development associate, I must make an impression on the other side, and WebEx helps me make first impressions. A few features are complex for new users but can be resolved.
    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
    Cisco
    • Anywhere at anytime virtual meetings and conferences.
    • Secure collaboration end-to-end.
    • Webex Assistant, I like this feature every much.
    • Customizable layouts as needs arise.
    • Great User Interface (UI).
    • Historical capture of meetings.
    • The shape and gesture recognition features using AI.
    • Note-taking.
    • Close Captioning in various languages.
    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
    Cisco
    • Only a few options are there for non-verbal feedback like hand raising or emoji reactions. They should work on it as expressing understanding or agreement would help collaborate with the cross-functional teams.
    • More options for creating custom workflows and integrations with internal tools would be helpful and the whiteboard also looks basic compared to other similar tools. I think, adding features like sticky notes and freehand drawing would be a great boost.
    • The mobile app is functional but I find it less intuitive and feature-rich compared to the desktop version. Should have parity in features and a more user-friendly interface will become more helpful for mobile users like me who sometimes conduct or attend meetings on the go.
    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
    Cisco
    Because Webex Meetings is known for its consistent performance, with high quality audio and video that works well even in low bandwidth situations. This makes it a dependable tool for both small and large meetings without worrying about technical glitches. Also, the platform is easy to navigate, both for meeting hosts and participants. Features like screen sharing, chat, and breakout rooms are intuitive
    Incentivized
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    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
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    Cisco
    Webex Meetings does not provide enough audio feedback for users with visual disabilities to properly navigate the tool. Students, faculty, and staff who are blind or have low vision may not be able to use Webex Meetings. Users with motor disabilities that navigate via keyboard, may not be able to navigate the web conferencing session enough to participate fully.
    Incentivized
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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.
    Incentivized
    Read full review
    Cisco
    So personally I have never faced any kind of meeting unavailability issue while scandaling meeting with WebEx the bandwidth is really good and in terms of application performance the same is my opinion what I mentioned for availability it is good and the objective of communication is quite fruitfully achieved with a simple and effective product like WebEx which is often bundled with the purchase of course which is which we have at our company and great discount is being offered so it is easy on our pocket. I really don't have any specific errors which have faced I should mention over here the operation or application uses is quite smooth.
    Incentivized
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    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
    Cisco
    We use browsers to join Webex Meetings and it is very good no issue also appears from Webex APP is very organized and does not consume more resources of PC so no issues appeared. We join audio and video in many ways, all of which are good. We integrated it with active Microsoft Exchange with easy deployment.
    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
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    Cisco
    The support cases can be opened instantly. The support engineers can support you via Telephone, E-Mail, WebEx Meetings, and My favorite WebEx application.24X7 Availability of the engineers. Step-by-step guidance is available by an engineer. https://help.webex.com/ - Great Site for instant FAQ's. https://status.webex.com/ - Is helpful to identify the updated schedule of WebEx or to know the server status of WebEx services.
    Incentivized
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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.
    Incentivized
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    Cisco
    It was straight to the point and very informative. effective training often includes clear explanations, hands-on practice opportunities, time for questions and answers, real-world examples, and follow-up support. If you're trying to assess the quality of a specific training session, you might consider these factors. For organizations looking to assess the quality of their in-person training, it's best to solicit feedback directly from the participants. This can be done through anonymous surveys or feedback sessions, enabling the organization to gather firsthand information and improve future training sessions accordingly.
    Incentivized
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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
    Incentivized
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    Cisco
    It was very interactive and well explained. The trainor is very much knowledgeable of the product. He was able to answer all of our inquiries in a timely and professional manner. There were lots of exercises done during the duration of the training to ensure that we have a better view on what to expect from the product.
    Incentivized
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    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
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    Cisco
    That we needed complex implementation that we didn't get tells me 2 things: 1) the product was not designed in a way that "just worked" like some of its peers (Zoom / BlueJeans) and 2) had our company defined actual user needs and validated / verified that they had bought something that matched those, we would have pursued features / designs more closely aligned with what the product actually does: screen share, sometimes video, definitely VOIP audio (always an option regardless of license), and easy recording and retrieval of meetings.
    Incentivized
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    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
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    Cisco
    The ability to transfer multimedia files directly into the platform and a very robust free plan helped me make the decision to try out Webex Meetings. Easy to set up in a company environment and accessible once the learning curve and sign up process are complete. In-platform web navigating is also a nice feature when onboarding new staff or doing market research.
    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
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    Cisco
    We use the free version of Webex Meetings to allow us to connect with suppliers/vendors that demand Webex Meetings be used for collaboration.
    Incentivized
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    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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    Cisco
    I work for a Fortune 500 company with many employees so I can testify to its usability for large corporations. In addition, I use the software within my small team of sales reps so it is always usable on a small scale as well. In my eyes, this tool is scalable for businesses of all sizes without any hiccups or issues.
    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
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    Cisco
    It is a user friendly application. We have had no adoption problems within the company.
    Incentivized
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    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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    Cisco
    • The costly nature of individual accounts across multiple schools made it difficult to maintain the budget when our student population grew exponentially.
    • Often communicated to clients and stakeholders that we were a trustworthy and elevated provider.
    • Limited engagement and interactive features with students often contributed to complaints around student engagement and buy-in.
    Incentivized
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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.Product screenshotProduct screenshot