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Insightly vs Peek Pro Comparison

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Overview

Category Leaders

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies...

Category Leaders

Peek Pro is a world-class operating software for tour, activity and equipment rental operators looking to boost revenue and...

  • 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

Video & Screenshots

Pricing

Starting from

29

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Free

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.0

658

5

4

3

2

1

249

273

87

19

30

  • Value for money
  • Ease of use
  • Features
  • Customer support
89%
would recommend this app

4.7

776

5

4

3

2

1

643

87

16

10

20

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.
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 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.

Pros

The ease of scheduling new activities, its seamless integration into our website and effortless booking for our customers has been a winning combo.
Setting it up was super easy. The level of customization from email templates to booking flow is really impressive.
I like the all-inclusive feel of the check-out. I like the ability to customize emails, have waivers signed in the program itself and all the customer information tracked by booking.

Cons

If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
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 reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.

Cons

Requests to speak to managers are ignored. Unless you call and call there is no movement on your concerns and some customer support representatives are downright rude.
Possibly fraudulent - definitely misrepresenting their service and product.
Does not have all the functionality I need. What I really disliked most about this company is the accounting department.
  • Vendor responds to reviews
  • Last review15 days ago
  • Vendor responds to reviews
  • Last review24 days ago

Key features

  • Total features124
  • API
  • Access Controls/Permissions
  • Activities Booking
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Automated Scheduling
  • Availability Indicator
  • Availability Management
  • Batch Processing
  • Billing & Invoicing
  • Booking Management
  • Booking Notes
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Central Reservation System
  • Channel Management
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Discount Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Management
  • Event Scheduling
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • File Sharing
  • For Insurance Industry
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • GDS/OTA Integration
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Group Reservations
  • Group Scheduling
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Management
  • 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
  • Multi-Location
  • Online Booking
  • Online Payments
  • Opportunity Management
  • Package Creation
  • Payment Processing
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Pricing Management
  • Prioritization
  • Process/Workflow Automation
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Promotions Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Rate Management
  • Ratings/Reviews
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Reservations Management
  • Resource Management
  • Role-Based Permissions
  • SMS Messaging
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Territory Management
  • Third Party Booking
  • Third-Party Integrations
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Waiver Management
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Website Management
  • Workflow Management
  • Total features66
  • API
  • Access Controls/Permissions
  • Activities Booking
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Automated Scheduling
  • Availability Indicator
  • Availability Management
  • Batch Processing
  • Billing & Invoicing
  • Booking Management
  • Booking Notes
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Central Reservation System
  • Channel Management
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Discount Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Management
  • Event Scheduling
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • File Sharing
  • For Insurance Industry
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • GDS/OTA Integration
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Group Reservations
  • Group Scheduling
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Management
  • 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
  • Multi-Location
  • Online Booking
  • Online Payments
  • Opportunity Management
  • Package Creation
  • Payment Processing
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Pricing Management
  • Prioritization
  • Process/Workflow Automation
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Promotions Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Rate Management
  • Ratings/Reviews
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Reservations Management
  • Resource Management
  • Role-Based Permissions
  • SMS Messaging
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Territory Management
  • Third Party Booking
  • Third-Party Integrations
  • To-Do List
  • Vendor Management
  • Visual Analytics
  • Waiver Management
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Website Management
  • Workflow Management

Integrations

  • Total integrations275
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations24
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

CK
AvatarImg

Carl K.

Real Estate, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

Insightly logo

Insightly

This UI is very clunky. I could not get anyone on my team to adopt it.

Reviewed 6 years ago

After trying for a month to get my team to adopt this tool they all complained. I contacted Insightly to request a pro-rated refund but they refused. The free version does not offer the full capability to assess and the paid version is non-refundable. A typical SW scam.

Pros

Combined CRM and Project Management Tool. The video training is good and useful. Tool seems to do what you want until you actually try to use it.

Cons

The User Interface is extremely hard to use. I would NEVER recommend this tool for managing projects. It is nearly impossible to figure out the status of a project. Everything is hidden.