Insightly vs Cirrus Insight Comparison

Salesforce Sales Cloud

Basecamp

Zoho CRM

MailTrack

Yesware

Saleshandy

The gmail app is very weak. It doesn't pick up email contacts in forwarded emails. If you don't start your account as a Google apps account you can't add it later. It turns on the service for everyone in your domain which got my technical team pretty pissed off. I also have encountered major issues with the plug-in saying it cannot authenticate.  I'm used to Cirrus Insight which has phenomenal gmail integration.

To make it worse, Insightly has very weak customer service. You don't hear back from them for 24 hours and even then they use a help service that is full of noise and hard to follow.  

Very risky software. Really look into the whole suite of services before you subject your sales team to major headaches. 

Gmail app is horrid and customer service is really slow

At this  you cannot convert an Insightly web account (i.e. not integrated with Google Apps) to an Insightly account for Google Apps -- they are two separate types of accounts.  We are working to reduce the turnaround time for our support response.  Also we use  Zendesk for our help application so sorry that you had issues working with us through Zendesk.  Thanks.

Helps me keep track of all my customers and manage their lifecycles. Gives me insight into my customer base with basic reports

Good CRM for small businesses or independents, but a little limited

A very wonderful experience and still like you

Features of communication

We recommend insightly to everyone we can speak to its that good! 

Insightly Review

If I had more funds, this program would be great. Lots of solid tools and good client tracking! I enjoyed the interface the most... I know silly but if its not easy to look at.. why spend 9 hrs a day looking at it right?

A modern and hip program that is easy to understand and rock with.

Compare Insightly and Cirrus Insight based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.

Basecamp is a collaborative project management, team communication, and daily task tracking application suitable for use by teams of all sizes, from freelancers and SMBs to large enterprises.

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat.

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Activity/News Feed

Alerts/Notifications

Appointment Scheduling

Assignment Management

Batch Processing

Budgeting/Forecasting

Business Card/Badge Scanning

Calendar Sync

Calendar/Reminder System

Campaign Management

Collaboration Tools

Commenting/Notes

Commission Management

Configurable Workflow

Contact Database

Contact Management

Contract/License Management

Customer Database

Customer Engagement

Customer Segmentation

Customer Support

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Import/Export

Data Visualization

Deal Management

Document Management

Document Storage

Drag & Drop

Dynamic Modeling

Email Management

Email Marketing

Email Templates

Email Tracking

Event Triggered Actions

Field Sales Management

File Management

File Sharing

For Insurance Industry

For iPad Devices

For Mac Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Forecasting

Goal Setting/Tracking

Graphical Data Presentation

Interaction Tracking

Internal Chat Integration

Kanban Board

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Marketing Automation

Mobile Access

Mobile App

Modeling & Simulation

Monitoring

Multi-Currency

Opportunity Management

Percent-Complete Tracking

Performance Metrics

Pipeline Management

Pipeline Reports

Prioritization

Process/Workflow Automation

Project Planning

Project Planning/Scheduling

Project Templates

Project Tracking

Proposal Generation

Prospecting Tools

Quotes/Estimates

Real Time Reporting

Real-Time Analytics

Real-Time Data

Real-Time Notifications

Real-Time Updates

Recurring Tasks

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Reporting/Project Tracking

Role-Based Permissions

Sales Activity Management

Sales Forecasting

Insightly

Android

Web-based

Windows

iPad

iPhone

API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.

Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.

If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.

I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.

There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.

It is quite pricey for the intended market and the lack of office integration is a no no.

Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.

It's easy to find information about  proposals and opportunities that coworkers are working on. It's easy to link  contacts, leads, and opportunities.

The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.

The interface looks like something from 1998. The icons are goofy and the learning curve is terrible.

Cloud-based - I liked the ability to use on my handheld.

Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.

It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.

Great for contact management from the perspective of customer support.

Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters.

Overall, the system is good for a smaller organization that is not putting large stresses on their CRM.

In general, navigating the software is unnecessarily difficult.

Too many pebbles in the shoe. They move on with the sizzle, but ignore the steak.

Insightly screenshot: Gain valuable insight into the most important aspects of the business with reports and dashboards

Insightly screenshot: Powerful and flexible pipelines that automate your sales process

Insightly screenshot: Manage business relationships - customers, vendors and employees in one place

Insightly screenshot: Track lead activity and status so nothing falls through the crack

Insightly screenshot: Reports provide insight into sales and productivity performance

Insightly screenshot: Use pipelines or milestones to track project deliverables and progress

Insightly screenshot: Manage your business on the go with Insightly's mobile app

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Small Business

Saleshandy is a cold email outreach platform for teams who want to make significant, faster & humanistic sales engagement.

How sales teams do meaningful email outreach at scale.

MailTrack is a free email tracking solution designed to help users manage their emails across Gmail. View email activity, receive real-time notification on updates within emails and track which emails have been opened with MailTrack.

Instantly view Salesforce leads, contacts, activities, cases, opportunities and more right in Gmail. Log emails with a click. Easily create new leads, tasks, and events. Sync Salesforce with Google Contacts and Google Calendar. 30-second install for Chrome or Firefox. 30-day free trial. *Contact and Calendar Sync are coming soon!

Automated Scheduling

Click Tracking

Data Capture and Transfer

Data Extraction

Data Synchronization

Email Address Extraction

Email Distribution

Email Monitoring

Engagement Tracking

Image Capture

Location Tracking

Response Management

Sales Pipeline Management

Scheduling

Search/Filter

Social Media Integration

Task Management

Team Management

Template Management

Territory Management

Whitelisting/Blacklisting

Workflow Management

Cirrus Insight

Linux

And the best part is, it happens within my Gmail Inbox. I do not have to go to Salesforce, but can review emails, opens, clicks, contacts, opportunities, accounts and more all from within Gmail.

Customer support is terrible. No training upon initiation.

Being an IT Administrator, I'm constantly looking at different ways to help my users gain productivity and integration with our other services. As a nonprofit, the price for this app cannot be beat.

Nothing there are a lot of other good competitors out there.

I like the ability that Cirrus links to SalesForce and Gmail and locates recipients in the SalesForce database and links emails to the Account/Contact activity log.

Very difficult to use, flight paths malfunction frequently, can't view templates alone, have to compose an email to edit any templates.

It helps facilitate communications with your prospects, saves time, and is easy to use.

However occasionally the chrome add-on will conflict with other add-ons and there is difficulty with having the software program load up within the email program.

Ease of use, UI, and streamlined ability to update records and activity in Salesforce.

It is easy to use and they are updating and adding features often to stay competitive with Salesforce Inbox.

Technical support is good at sending 'canned' responses.

Great little tool to get started before you use SalesLoft or Outreach.io.

This more than makes the investment worth it, but the email open/click tracking is also super useful, as is the ability to create follow-up tasks and set delayed send times.

The features in this product were great, but lacked  in a couple areas needed for our customer support department. Our sales team is pretty happy with it, though.

Cirrus Insight has saved us a lot of time since our team has implemented it and has done wonders for our calendar and contact integration with our CRM.

I don't know why this is. Maybe its my orgs security, but it is annoying and not clear why its happening.

Insightly vs Cirrus Insight Comparison

Insightly

Cirrus Insight

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives