Apollo vs Insightly Comparison

Overview

Apollo is project management and CRM tool for small business. It also includes time management, and a powerful Google-like...

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

Screenshots

Pricing

Starting from
$14.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$29.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.7

(6)

5

4

3

2

1

4

2

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

5

4

3

2

1

168

199

74

16

27

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

Pros

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.

Cons

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.
  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last review9 days ago

Key features

  • Total features3
  • API
  • Access Control
  • Accounting Integration
  • Action Planning
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Assignment Management
  • Automatic Lead Distribution
  • Automatic Notifications
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Center Management
  • Call Routing
  • Call Tracking
  • Categorization
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Commenting
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Custom Charts
  • Custom Fields
  • 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
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Event Logs
  • Event Scheduling
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • Goal Setting / Tracking
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Alerts
  • Mobile Integration
  • Multi-Currency
  • Multiple Projects
  • Natural Language Search
  • 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
  • Quote Management
  • 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
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • Timer
  • To-Do List
  • Visual Analytics
  • Voice Mail
  • Web Forms
  • Workflow Management
  • Total features141
  • API
  • Access Control
  • Accounting Integration
  • Action Planning
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Assignment Management
  • Automatic Lead Distribution
  • Automatic Notifications
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Center Management
  • Call Routing
  • Call Tracking
  • Categorization
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Commenting
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Custom Charts
  • Custom Fields
  • 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
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Event Logs
  • Event Scheduling
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • Goal Setting / Tracking
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Alerts
  • Mobile Integration
  • Multi-Currency
  • Multiple Projects
  • Natural Language Search
  • 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
  • Quote Management
  • 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
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • Timer
  • To-Do List
  • Visual Analytics
  • Voice Mail
  • Web Forms
  • Workflow Management

Integrations

  • Total integrations1
  • Asana
  • Basecamp
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • VisitorTrack
  • Zapier
  • Zendesk
  • Total integrations254
  • Asana
  • Basecamp
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • VisitorTrack
  • 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