TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Agile CRM

    Score9.8 out of 10
    N/AAgile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

    $14.99

    per month per user

    Insightly

    Score7.4 out of 10
    N/AInsightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

    $348

    per year per user

    Pricing
    Agile CRMInsightly
    Editions & Modules
    Starter
    $14.99
    per month per user
    Regular
    $49.99
    per month per user
    Enterprise
    $79.99
    per month per user
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Offerings
    Pricing Offerings
    Agile CRMInsightly
    Free Trial
    NoYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscount available for annual billing (34%), and additional discounts available for 2-year plans (40%).—
    More Pricing Information
    Community Pulse
    Agile CRMInsightly
    Considered Both Products
    Agile CRM
    Chose Agile CRM
    Saleforce - Too expensive.
    SugarCRM - Versatile. Free. But Slow.
    Filemaker - Originally designed my own CRMWhich gave me full control of all functionality. But having an online system that is hosted in the cloud provides considerable advantages particularly when allowing access …
    Incentivized
    Unbounce
    Chose Insightly
    The email syncing is what sets Agile CRM and Insightly CRM apart. With Agile CRM, you can set it to capture each and every email sent and received and that connects them to a contact in a time line feature, which is great when another team member wants to get up to speed …
    Incentivized
    Chose Insightly
    It's cheaper than Salesforce CRM. Much better and quick. My business has begun to expand and I can see that it quickens up the processes. It's worth experimenting with just to check whether its a fit with your organization, as the cost is kind of reasonable. Its the cheapest in …
    Incentivized
    Chose Insightly
    I moved from Batchbook about 3.5 years ago, because it had increased its price significantly. Insightly was a good fit with the bonus of the project manager. It was pretty simple to use back then, although it didn't really allow me to manage clients the way I wanted to. …
    Incentivized
    Chose Insightly
    • More cost effective.
    • Easier to manage
    • More user-friendly.
    Incentivized
    Chose Insightly
    We stayed with insightly because it suited our needs and our platform was already built in there.
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    Agile CRMInsightly
    Sales Force Automation
    Comparison of Sales Force Automation features of Agile CRM and Insightly
    Feature
    Agile CRM
    3.2
    19 Ratings
    Insightly
    7.3
    400 Ratings
    Customer data management / contact management3.619 Ratings8.6383 Ratings
    Workflow management5.516 Ratings6.6351 Ratings
    Territory management2.311 Ratings6.874 Ratings
    Opportunity management3.416 Ratings8.7349 Ratings
    Integration with email client (e.g., Outlook or Gmail)1.118 Ratings6.7357 Ratings
    Contract management4.211 Ratings6.521 Ratings
    Quote & order management3.512 Ratings8.364 Ratings
    Interaction tracking3.718 Ratings5.8312 Ratings
    Channel / partner relationship management1.79 Ratings7.724 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Agile CRM and Insightly
    Feature
    Agile CRM
    1.8
    16 Ratings
    Insightly
    7.1
    13 Ratings
    Case management1.814 Ratings7.011 Ratings
    Call center management1.814 Ratings7.28 Ratings
    Help desk management1.816 Ratings7.19 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Agile CRM and Insightly
    Feature
    Agile CRM
    3.3
    19 Ratings
    Insightly
    4.9
    312 Ratings
    Lead management5.518 Ratings5.3298 Ratings
    Email marketing1.119 Ratings4.4245 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Agile CRM and Insightly
    Feature
    Agile CRM
    3.6
    17 Ratings
    Insightly
    6.2
    385 Ratings
    Task management4.915 Ratings6.3374 Ratings
    Billing and invoicing management1.410 Ratings6.039 Ratings
    Reporting4.417 Ratings6.4321 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Agile CRM and Insightly
    Feature
    Agile CRM
    1.4
    18 Ratings
    Insightly
    7.5
    343 Ratings
    Forecasting1.314 Ratings7.092 Ratings
    Pipeline visualization1.916 Ratings8.0321 Ratings
    Customizable reports1.117 Ratings7.5307 Ratings
    Customization
    Comparison of Customization features of Agile CRM and Insightly
    Feature
    Agile CRM
    4.1
    19 Ratings
    Insightly
    6.2
    345 Ratings
    Custom fields3.919 Ratings6.5344 Ratings
    Custom objects6.013 Ratings6.0105 Ratings
    Scripting environment1.49 Ratings6.86 Ratings
    API for custom integration5.011 Ratings5.5178 Ratings
    Security
    Comparison of Security features of Agile CRM and Insightly
    Feature
    Agile CRM
    5.9
    16 Ratings
    Insightly
    8.0
    295 Ratings
    Single sign-on capability5.915 Ratings7.8262 Ratings
    Role-based user permissions5.916 Ratings8.2197 Ratings
    Social CRM
    Comparison of Social CRM features of Agile CRM and Insightly
    Feature
    Agile CRM
    3.0
    12 Ratings
    Insightly
    7.4
    90 Ratings
    Social data3.012 Ratings6.825 Ratings
    Social engagement3.012 Ratings8.078 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Agile CRM and Insightly
    Feature
    Agile CRM
    5.2
    14 Ratings
    Insightly
    6.0
    146 Ratings
    Marketing automation6.514 Ratings6.9146 Ratings
    Compensation management3.89 Ratings5.14 Ratings
    Platform
    Comparison of Platform features of Agile CRM and Insightly
    Feature
    Agile CRM
    8.3
    14 Ratings
    Insightly
    4.8
    310 Ratings
    Mobile access8.314 Ratings4.8310 Ratings
    User Ratings
    Agile CRMInsightly
    Likelihood to Recommend
    4.1
    (20 ratings)
    7.1
    (420 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    9.2
    (33 ratings)
    Usability
    2.1
    (10 ratings)
    7.4
    (156 ratings)
    Availability
    10.0
    (1 ratings)
    9.0
    (6 ratings)
    Performance
    10.0
    (1 ratings)
    7.9
    (25 ratings)
    Support Rating
    1.1
    (10 ratings)
    8.9
    (34 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    10.0
    (1 ratings)
    9.0
    (8 ratings)
    Implementation Rating
    10.0
    (1 ratings)
    8.2
    (26 ratings)
    Configurability
    10.0
    (1 ratings)
    9.9
    (18 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.4
    (3 ratings)
    Ease of integration
    10.0
    (1 ratings)
    9.0
    (10 ratings)
    Product Scalability
    10.0
    (1 ratings)
    9.0
    (9 ratings)
    Professional Services
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    10.0
    (1 ratings)
    9.1
    (3 ratings)
    Vendor pre-sale
    10.0
    (1 ratings)
    7.8
    (3 ratings)