Insightly vs Agile CRM Comparison

Overview

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

Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage...

  • 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
$29.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$8.99/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

168

198

73

16

27

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

5

4

3

2

1

193

125

44

15

12

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
would recommend this app

Pros

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.
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.
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

It has a good & clear interface and user friendly. It has a very widespread marketing automation solution that allows you to mind map your workflow.
I really like how this tool has a good very plan for small businesses like mines. You get basic crm features like sales management and some email marketing automation.
Most companies will try to lock you into a one year commitment, but it is perfectly reasonable to know everything works together in harmony. Question 3: Is this the right price for me.

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

Some services hard to navigate, trying to work out the Auto part was a bit tricky. Also the additional cost to loose agile from my emails was a bit annoying.
The support team is very patient and they have schedules available for training 24*7 for each module and there is no restriction for training.
I had major trouble canceling my free trial and was eventually charged for two months of subscription. I am updating this review as I was able to receive a refund for those two months.
  • Vendor responds to reviews
  • Last review16 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features141
  • A/B Testing
  • API
  • Access Control
  • Accounting Integration
  • Action Planning
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Assignment Management
  • Auto-Dialer
  • Auto-Responders
  • Automated Sales
  • Automatic Lead Distribution
  • Automatic Notifications
  • Behavior Tracking
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Center Management
  • Call Recording
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Categorization
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Commenting
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Custom Charts
  • Custom Fields
  • Custom Forms
  • Custom Landing Pages
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Delivery Tracking
  • Desktop Notifications
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Drip Marketing
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Event Calendar
  • Event Scheduling
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Gamification
  • Geographic Maps
  • Goal Setting / Tracking
  • Help Desk Management
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Labeling
  • Landing Page Templates
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Alerts
  • Mobile Integration
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multiple Projects
  • Natural Language Search
  • Newsletter Management
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Prioritizing
  • Productivity Reporting
  • Project Estimating
  • Project Management
  • Project Notes
  • Project Planning
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Prospecting Tools
  • Quote Management
  • ROI Analytics
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Scheduled Reporting
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Support Ticket Management
  • Support Ticket Tracking
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • Timeline Management
  • To-Do List
  • Visual Analytics
  • Voice Mail
  • WYSIWYG Editor
  • Web Analytics