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Insightly vs Act! Comparison

Overview

Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities and...

Act! CRM is a comprehensive sales and marketing platform, providing everything you and your team need to successfully run...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$29/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$15/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

168

200

78

17

27

  • Value for money
  • Ease of use
  • Features
  • Customer support
88%
would recommend this app

5

4

3

2

1

237

183

95

60

67

  • Value for money
  • Ease of use
  • Features
  • Customer support
77%
would recommend this app

Pros

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.
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools.
I like that you can have two users for free. It's a great solution for small businesses that need capital for other things.

Pros

They also have a large number of plans available, are affordable, and there are a good number of independent technicians out there that can help you with your data, and design third party add-ons too.
Really excellent technical help if you want it. We use it for monitoring our membership, probably only using a few of its features.
Easy to use and easy to setup, the software is ready direct from installation and the built in reporting and functionality is fantastic.

Cons

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.
The activity view is really horrendous - when you mark a task complete, it doesn't disappear unless you refresh. When you delete a task, it takes you all the way out of the contact's record.
So many fake reviews - this software is horrible.

Cons

Sometimes switching between databases causes the software to crash. It has been a problem with most versions we have used.
We have been frustrated over the years by the number of crashes and freezes. Occasionally an import will not import correctly and the data in put into the wrong fields.
In my business my CRM is my navigator and used as a main part of my business day. The down time is ridiculous.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features178
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Assignment Management
  • Auto-Responders
  • Automatic Lead Distribution
  • Batch Processing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Management
  • Call Routing
  • Call Tracking
  • Campaign Management
  • Cataloging/Categorization
  • Categorization/Grouping
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable CTAs
  • Customizable Categories
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Delivery Tracking
  • Desktop Notifications
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Duplicate Detection
  • Dynamic Content
  • Dynamic Modeling
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Scheduling
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • Forecasting
  • Full Text Search
  • Gantt/Timeline View
  • Geographic Maps
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Historical Reporting
  • Image Library
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Inventory Tracking
  • Issue Management
  • Issue Tracking
  • Labeling
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Marketing Calendar
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Marketing
  • Multi-Currency
  • Multiple Projects
  • Multivariate Testing
  • Natural Language Search
  • Opportunity Management
  • Order Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Productivity Analysis
  • Progress Tracking
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduled / Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Single Sign On
  • Social Marketing
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Supplier Management
  • Supply Chain Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • To-Do List
  • Visual Analytics
  • Voice Mail
  • WYSIWYG Editor
  • Web Forms
  • Website Visitor Tracking
  • Workflow Management
  • Total features58
  • A/B Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Assignment Management
  • Auto-Responders
  • Automatic Lead Distribution
  • Batch Processing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Management
  • Call Routing
  • Call Tracking
  • Campaign Management
  • Cataloging/Categorization
  • Categorization/Grouping
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable CTAs
  • Customizable Categories
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Delivery Tracking
  • Desktop Notifications
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Duplicate Detection
  • Dynamic Content
  • Dynamic Modeling
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Scheduling
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • Forecasting
  • Full Text Search
  • Gantt/Timeline View
  • Geographic Maps
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Historical Reporting
  • Image Library
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Inventory Tracking
  • Issue Management
  • Issue Tracking
  • Labeling
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Marketing Calendar
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Marketing
  • Multi-Currency
  • Multiple Projects
  • Multivariate Testing
  • Natural Language Search
  • Opportunity Management
  • Order Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Productivity Analysis
  • Progress Tracking
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduled / Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Single Sign On
  • Social Marketing
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Supplier Management
  • Supply Chain Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • To-Do List
  • Visual Analytics
  • Voice Mail
  • WYSIWYG Editor
  • Web Forms
  • Website Visitor Tracking
  • Workflow Management

Integrations

  • Total integrations251
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations42
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Insightly

Great Potential, Lack of Foresight

Reviewed 5 years ago

In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities.

Pros

Great cost. Fairly powerful CRM system and reasonably intuitive to use.

Cons

Whenever you push events from your Google calendar to Insightly, the Insightly calendar makes it private with no display of time, so nobody else can see it. It just disappears for everyone else. Likewise, any event you put on Insightly marked private doesn't show on the calendar as busy. It just disappears for everyone else. So, this bug makes the calendar essentially useless for showing team member...

Overall Rating
  • Ease of use
  • Customer support

Share this review:

Act!

Best featured and Best value CRM for Small business

Reviewed 5 years ago

Firstly, I'm an Act! Certified Consultant and I sell and provide services around Act! and have done so since 2001. Although I'm not a client, I have continually had to make an assessment about whether Act! is the right product for our prospective and existing clients. My personal experience is that there is no single software product that is suitable for every business. If you are a big enterprise,...

Pros

No pros were added to this review

Cons

No cons were added to this review

Insightly vs. Act!

See how Insightly and Act! stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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10+ YEARS RECOMMENDING SOFTWARE

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