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Second CRM vs Insightly Comparison

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Overview

Cloud based easy to use software to improve customer relationships, increase sales and much more.

Category Leaders

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

$

10

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

$

29

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

5

4

3

2

1

169

205

79

17

27

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

Pros

Not enoughreviews yet

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.

NA

Nawar A.

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.

MP

Melinda P.

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.

AR

Anonymous Reviewer

Cons

Not enoughreviews yet

Cons

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

Iain M.

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

AR

Anonymous Reviewer

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.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last review12 days ago

Key features

  • Total features36
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Budget Management
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Cataloging/Categorization
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • File Sharing
  • For Mac Devices
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • 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
  • Modeling & Simulation
  • Multi-Currency
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • 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
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • Total features124
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Budget Management
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Cataloging/Categorization
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • File Sharing
  • For Mac Devices
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • 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
  • Modeling & Simulation
  • Multi-Currency
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • 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
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations10
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations259
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk