Insightly vs Bigin by Zoho CRM Comparison

Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize.

No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.

Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow

lacks many features I found needed in other programs like Salesforce, prosper works CRM or Zoho CRM.

Inslightly offers competitive prices and is pretty user friendly for most users. It now offers a free base level subscription which is a great incentive if you're not sure which CRM to choose.

I like the user-friendliness that Insightly offers, but feel that it is missing a lot of the extras provided by other CRM competitors.

Insightly was the first CRM I have ever used. It's is very simple to use and takes a few minutes to understand how it works, even for a unexperienced user.

Insightly lacks many features I found needed. The CRM is a bit slow, and can't be tweaked into a personal tailor-made CRM.

Extremely inexpensive software for small business with good bulk mailing features and document storage.

Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the functions.

I love the way I can access my emails, events and notes by multiple channels including opportunities, projects, contacts or companies. As a company with two principals, this has everything we need in a CRM to share information.

Linking my calendar is the most difficult part of this software but even that is not that big of deal.

Insightly is a very powerful toolkit, and incorporates both CRM and project management into the same application.  This makes it easier to keep track of status, and gives a single list of tasks which can show everything that needs to happen organized by person or by project. Insightly has more powerful sales pipeline management, strong task management, and integrates CRM and projects.   I use Google Apps for Business. Insightly has a direct integration with Google Apps.  This makes user management simple, and allows me some "extras" because their tool works nicely with Gmail.

On the negative side, the permissions are more "liberal" than some competitors making it harder to block people from access to project information. You need to have a user account for every person working on each project, which may mean you have to buy a larger number of users than are in your organization.

Easy and low price. For it's cost its good, but there are better options on the market

there are not much options to integrate it with third party apps

The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past.

More features to prevent duplicates getting entered into the CRM would be helpful.

CRM & transaction management in one program, integrates well with gmail, ability to customize, email task reminders, mobile app

Since the new upgrades were released, they have nested information together rather than having a separate button for notes, tasks, files etc. It's cumbersome to get to Notes & they are automatically sorted oldest first so I'm always having to resort them to get to the most recent. Tasks are jumbles in with emails instead of having each separate. Frustrating!

it's a good, cost effective CRM option for small business.

It is somewhat limited due to it being a smaller, lesser know CRM.

Insightly does everything I need a CRM to do without paying a single dollar. For a solo business owner like me, that's huge. It lets me keep track of my customers and prospects without limiting functionality or putting up a pay wall. It's also worth noting that I originally chose Insightly because it integrates with a lot of other software I currently use or plan to use in the future.

If you haven't used a CRM system before, it can be a little confusing to use. I imagine Insightly will be a first CRM system for many entrepreneurs/freelancers, so just be aware of that.

Easy to use, the user interface allow to see the client easily Web based allow you to work from anywhere.

The insurance part need more features, No CSIO download, No automated edocs filling. the policies are not managed as policies.

Amazingly fast and easy to use and learn. The interface is very well organized. It anticipates what you need to do next and makes it available. You can type a few characters in the Search field and immediately jump to a matching Contact, Deal, etc. It integrates with Drip, a powerful Email Service Provider and works well with any email services like Office 365, webmail, Gmail and others.

The pricing jumped this year. Our old pricing is still good, but new customers pay the new prices. They also get some powerful new customization features.

Unlike some CRM platforms that require robust training or certifications to customize to meet your business needs, Insightly is very easy to use platform. Implementation is a breeze with customer success managers who dive in to help understand your business and how the platform can be leveraged.

They are a great company to work with for your CRM and business needs.

I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton.

There were some nonintuitive ways of connecting organizations and people and opportunities but overall it wasn't too difficult to learn.

Insightly assures that my entire CRM based tasks are completely managed or not by it is bundle of features. Tracking all my deliverables and furthermore you know more about the needs and demands of customers is so much flexible through its enhanced features and functionalities.

Since we are attached with this product. We did not faced any issue. Even it is becoming more powerful and user-friendly.

Hi Alice, thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!

Some nice features for CRM good integration with calendars

The email system is really poor with no hard integration just a forwarding system that doesn't really cut the mustard. Followed up to get a refund/cancel my subscription and they haven't offered claiming I paid but didn't select the trial option. So i got charged instantly with even having a trial which seems a very odd way to go about things in my opinion!

CRM and project management rolled into one is great!

Features are extremely lacking. Can't print ANYTHING. Upon requesting the feature, was told to just copy and paste data into word and print from there. :( :(

Key for us was the ability to tag. I looked at many CRMs and talked to sales reps as well and the tagging system in ZD for our purposes made this the best choice.

We've noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team. It would also be great to keep all notes in all areas, orgs, tasks, and opportunities, instead of confining the notes to the individual portal.

The product is extremely easy to use and customize. The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies. Everything is very well connected together and the system makes links that show intel to grow off of.

There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow. Pulling a report that connects multiple objects is also very tricky and sometimes impossible which then calls for a lot of manual work outside of the CRM that can be timely.

Its a very basic CRM to keep track of information

The search feature is unbearable to use. There is limited capabilities for working with multilocation groups. Lead management is difficult because its hard to stay organized in insightly compared to Salesforce

Has all the basic CRM functionality you need in a growing startup, opportunities, contacts. Intuitive and easy to use for a CRM. Great for tracking of Sales and Business Development Pipeline.

If you want really complex things, or are a really large organization, the software becomes a little clunky to use, reporting gets a bit tricky.

Mobile capability is excellent. Great value for the money. Wonderful ability to track projects and open opportunities. And produce reports.

Mobile app lags a bit. Also the interaction with the Phone application on the iPhone could function smoother. You have to push three different buttons in order to make a phone call through the application.

It was a good starter CRM for our small company to get us more organized and move from an excel spreadsheet into a more feature-rich platform. It has the basic functionality of what you would expect from a CRM platform nowadays, with automatic email logging, contact management, as well as an integration with Quickbooks.

I felt like we outgrew it quickly. We were only on the free plan, but with the features that we used, and after analyzing the cost of upgrading versus the competitors, we couldn't justify the additional cost of upgrading Insightly.