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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

    Zight

    Score8.7 out of 10
    Small Businesses (1-50 employees)
    Zight (formerly CloudApp) is a solution with a community of over 4M users, offering visual asynchronous communication, eliminating the need to use different applications for screenshots, GIFs, screen recordings, and web recordings.

    $0

    for individuals who need a quick share tool

    Pricing
    InsightlyZight
    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
    Free
    $0
    for individuals who need a quick share tool
    Create
    $12.95
    per month per user
    Collaborate
    $15.00
    per month per user
    Enterprise
    Contact Sales
    Offerings
    Pricing Offerings
    InsightlyZight
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Discount available for annual billing on commercial plans.
    More Pricing Information
    Community Pulse
    InsightlyZight
    Considered Both Products
    Unbounce
    Chose Insightly
    I have to come back to ease-of-use here because Insightly is one of those systems that anyone can pick up quickly. We originally migrated from Zoho CRM over to Insightly and have never looked back. We also have a fantastic monthly deal that we can never get again so I don't …
    Incentivized
    Zight
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    75%
    Would buy again
    6 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    100%
    Delivers good value for the price
    6 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    100%
    Happy with the feature set
    8 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    80%
    Lived up to sales and marketing promises
    4 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    100%
    Implementation went as expected
    6 Answers
    Features
    InsightlyZight
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Zight
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Zight
    -
    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 Zight
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Zight
    -
    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 Zight
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Zight
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Zight
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Zight
    -
    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 Zight
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Zight
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Zight
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Zight
    -
    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 Zight
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Zight
    -
    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 Zight
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Zight
    -
    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 Zight
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Zight
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Zight
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Zight
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Best Alternatives
    InsightlyZight
    Small Businesses
    Salesflare
    Score10 out of 10
    Sendspark
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Snagit
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Snagit
    Score9.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyZight
    Likelihood to Recommend
    7.8
    (444 ratings)
    9.0
    (29 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    9.1
    (1 ratings)
    Usability
    7.5
    (180 ratings)
    9.0
    (4 ratings)
    Availability
    9.0
    (6 ratings)
    -
    (0 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    9.1
    (2 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    8.2
    (1 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
    InsightlyZight
    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
    Zight
    When it comes to client-facing roles, this functionality is key. Before, I had to use an internal clipping or snipping tool and then download the content then share it as an attachment. With Zight, I simply capture what I want, then easily share a link that can be accessed within minutes by the ones I am engaging with. It is very easy to collaborate and clearly communicate. I would not recommend using it for internal documentation. Having too many screenshots might be hard to manage.
    Incentivized
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    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
    Zight
    • Cropping the images: allows what I need people to focus on be front and center
    • Arrows: I almost always point to something important that needs to be highlighted
    • The Chrome extension makes CloudApp easily accessible. All I have to do is just click on the extension, and I'm there.
    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
    Zight
    • The use of feature to Annotate is bit confusing and need to be well explained and detailed documented
    • Lots of updates receiving when download the app and used, So update must be come at particular time
    • I had to reinstall the app whenever the app getting crashed. I did it once
    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
    Zight
    In all honesty I don't even have time to look for an alternative to CloudApp at this point in our business. CloudApp works for what we had planned to use it for and unless a competing service that offers the same quality and ease-of-use along with video screen capture comes out I will renew indefinitely.
    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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    Zight
    If someone is used to using internal screen capture software Zight may have a small learning curve. Luckily, once you get the hang of your new capture method, it is a quick process. Updates can be tedious. Although I am glad the team is working on the application and consistently improving it.
    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
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    Zight
    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.
    Incentivized
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    Zight
    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.
    Incentivized
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    Zight
    I would give cloud app a 9/10 score on overall support mostly because I have had very little need of any support at all being that the tool was designed almost to use itself. In my opinion this level of forethought is equal to customer support. As of yet I've only had one real problem with cloud app which was the loss of a 20 minute video screen capture. Unfortunately I have not had the time to contact support about this loss. The only other minor issues that I confronted was within the initial set up which I was able to resolve via their website's support pages.
    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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    Zight
    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
    Incentivized
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    Zight
    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
    Incentivized
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    Zight
    I was extremely satisfied with how quick and easy the implementation of Cloudapp was on my MacIntosh using MacOS Sierra was, along with how amazingly fast I was able to be up and going with the tool. most often with sass tools we are lucky if we can use 50% of the features without having to have consultations and a ton of back-and-forth email on how to use other features of the product. Cloud app has made it extremely user-friendly with almost no need for customer support. To My business, that equals time savings which as most business owners know, can be far more valuable than a few dollars saved.
    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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    Zight
    The tools I have used in the past weren't available in the tool selector! Basically, I've mostly used Jing which I found to be quite clunky. The user interface is unnecessarily complicated and sharing files is more difficult. Trying CloudApp once was enough to see how much more superior it was to Jing! Honestly, if you need a tool that will help you take screenshots to help you communicate better with your team, give it a try!
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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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    Zight
    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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    Zight
    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
    Incentivized
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    Zight
    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
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    Zight
    • The amount that I paid for it, I feel that it's paid for itself over and over and over multiple times, if for one reason, and that's time saved. If I have one app that does it all, quickly, and efficiently, that's my positive ROI.
    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

    Zight Screenshots

    Screenshot of screen capture with annotationsScreenshot of screen recordings and video editingScreenshot of GIFsScreenshot of webcam recordingScreenshot of collections to organize content