Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly
Score 7.8 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
YuMe
Score 4.0 out of 10
N/A
YuMe is a provider of digital video brand advertising, now offered and supported by RhythmOne since the acquisition in early 2018. The platform is designed to simplify digital video advertising campaigns.N/A
Pricing
InsightlyYuMe
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
InsightlyYuMe
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
InsightlyYuMe
Features
InsightlyYuMe
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.4
421 Ratings
6% below category average
YuMe
-
Ratings
Customer data management / contact management8.2403 Ratings00 Ratings
Workflow management7.2370 Ratings00 Ratings
Territory management7.388 Ratings00 Ratings
Opportunity management8.2366 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.2377 Ratings00 Ratings
Contract management6.521 Ratings00 Ratings
Quote & order management7.273 Ratings00 Ratings
Interaction tracking7.2331 Ratings00 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
8% below category average
YuMe
-
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 Product A and Product B
Insightly
7.2
328 Ratings
7% below category average
YuMe
-
Ratings
Lead management6.8312 Ratings00 Ratings
Email marketing7.6261 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
6.8
404 Ratings
13% below category average
YuMe
-
Ratings
Task management7.1390 Ratings00 Ratings
Billing and invoicing management6.039 Ratings00 Ratings
Reporting7.3340 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
7.6
365 Ratings
1% below category average
YuMe
-
Ratings
Forecasting7.092 Ratings00 Ratings
Pipeline visualization7.9342 Ratings00 Ratings
Customizable reports7.8329 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
7.5
367 Ratings
2% below category average
YuMe
-
Ratings
Custom fields8.3366 Ratings00 Ratings
Custom objects7.6124 Ratings00 Ratings
Scripting environment6.86 Ratings00 Ratings
API for custom integration7.3193 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
7.6
314 Ratings
10% below category average
YuMe
-
Ratings
Single sign-on capability7.8280 Ratings00 Ratings
Role-based user permissions7.4215 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
90 Ratings
2% below category average
YuMe
-
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 Product A and Product B
Insightly
6.4
157 Ratings
17% below category average
YuMe
-
Ratings
Marketing automation7.7157 Ratings00 Ratings
Compensation management5.14 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
5.9
326 Ratings
26% below category average
YuMe
-
Ratings
Mobile access5.9326 Ratings00 Ratings
Best Alternatives
InsightlyYuMe
Small Businesses
Salesflare
Salesflare
Score 10.0 out of 10
Criteo Commerce Growth
Criteo Commerce Growth
Score 8.0 out of 10
Medium-sized Companies
Kintone
Kintone
Score 9.7 out of 10
The Trade Desk
The Trade Desk
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.3 out of 10
Criteo Commerce Growth
Criteo Commerce Growth
Score 8.0 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyYuMe
Likelihood to Recommend
7.8
(442 ratings)
6.0
(1 ratings)
Likelihood to Renew
8.7
(36 ratings)
6.0
(1 ratings)
Usability
7.5
(178 ratings)
-
(0 ratings)
Availability
9.0
(6 ratings)
-
(0 ratings)
Performance
7.9
(25 ratings)
-
(0 ratings)
Support Rating
8.9
(34 ratings)
-
(0 ratings)
In-Person Training
9.1
(1 ratings)
-
(0 ratings)
Online Training
9.0
(8 ratings)
-
(0 ratings)
Implementation Rating
8.2
(26 ratings)
-
(0 ratings)
Configurability
9.9
(18 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
8.4
(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
7.8
(3 ratings)
-
(0 ratings)
User Testimonials
InsightlyYuMe
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
Read full review
RhythmOne
Ask advertisers what they would like to see offered from publishers that they aren't currently seeing in the space. Also, ask advertisers what their current challenges are or what they have noticed their clients pushing for recently
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
RhythmOne
  • The industry is constantly moving towards cross-device targeting and some advertisers are lagging behind in this regard. Many do not offer the ability to target on Connected TVs, which YuMe does. This is appealing for some of our clients that are more open to testing the latest technologies.
  • YuMe's sales staff are all very knowledgeable about their products, but not too pushy when it comes to getting on the plan. They try to add value to the meetings not by just pitching their products, but by educating us on industry trends and latest technologies.
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
RhythmOne
  • It would be interesting to see YuMe to provide ad solutions that are aimed to drive in-store traffic. Many videos are often geared towards engagement or the % of video completes, but it'd be helpful to see more ad formats that are able to track in-store sales outside of having the ability to print out a coupon.
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
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RhythmOne
YuMe's service was strong. They were able to regularly provide reporting and analytics. Whenever we reached out to make optimizations, the YuMe account management team was very responsive and would provide follow ups in a timely and professional manner. YuMe was also able to provide competitive rates and deliver all the inventory that was agreed upon on the IO. Many publishers that under deliver often get cut from the plan the next time around. This was not the case for YuMe
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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
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RhythmOne
No answers on this topic
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.
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RhythmOne
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
RhythmOne
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
RhythmOne
No answers on this topic
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
RhythmOne
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
RhythmOne
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
RhythmOne
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.
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RhythmOne
YuMe is considered a leader in the video advertising space. YuMe had a very large array video ad formats that made it very flexible to run with them even though the creative and assets would change from campaign to campaign. YuMe also has a very strong portfolio of clients that have worked with them in the past. We have also requested to see the site list and there are many premium publishers that fit well with our target audience
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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.
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RhythmOne
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.
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RhythmOne
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
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RhythmOne
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
RhythmOne
  • YuMe has driven a higher number of video views and video completions so that the overall campaign has strong performance metrics. YuMe also provides a great deal of reach and scale for campaigns due to its ability to offer more competitive and cost effective rates
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