amoCRM vs. Insightly

amoCRM is a great tool for midsize companies to build business processes of managing leads and work with clients in one place. It's very easy to integrate with your products because it has a lot of ready integrations with popular services. Also, a lot of companies offer a custom developed solution based on amoCRM to fit your business needs. amoCRM might not be so great of a solution for a small company because of its price and when you have less than 15-20 new leads per day. Also, you should definitely check API documentation if you need a fully customizable solution, it might not fit your needs.

Incentivized

For what we use it for and the ease of use I am happy to recommend Insightly however I can appreciate that others may have more complex feature requirements than I use. As such I would mainly only recommend it to people who I feel would use it in a similar capacity to me.

Incentivized

• Easy to use interface. You can customize your lead's view to show the most important information for amoCRM users.
• Ready to use Integrations. You can integrate amoCRM with your virtual PBX service, end-to-end analytics service, mailing services.
• Rich API. You can easily export all leads from amoCRM to different services and work with this data.
• Customization. You can add your own fields to lead card to fit your needs.
• Access management. You can set up different rights for different users, so only several users can, for example, delete leads or export data.

Incentivized

• Customization. Although there are some limitations, the world is almost your oyster with Insightly's customizations.
• Simplicity. I appreciate when policy screens are not loaded with too much going on. Insightly looks clean.
• Support. Their help center and the Insightly team is amazing.

Incentivized

• Room for improvement would be that you need to manually integrate some of the apps for use.
• Adding information to different fields is timely, and having an auto-fill would be very useful for a lot of the text fields. Perhaps using AI platforms could help identify what content should flow where on the platform.
• Allow for Twitter integration. Grabbing leads from twitter is very important, using it for FB Messenger is great, but what about other platforms?

Incentivized

• The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
• The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
• The customizable objects and fields are very useful but the System Settings interface could be more user-friendly

Incentivized

Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers

Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.

Incentivized

The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.

Incentivized

Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.

Incentivized

We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.

Incentivized

Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.

Incentivized

I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable

Incentivized

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Incentivized

We have used Google Analytics, which is less of a direct competitor. Google Analytics does a lot more of tracking client data and engagement after it has happened. Google Analytics is not live like amoCRM can be and provide minute by minute data. This is where amoCRM has true benefit is in the up to the minute updates. Google Analytics gives me information after it has happened, which is great, but not enough to increase leads or sales.

Incentivized

Insightly actually have many different fields and customization options for data management. Other programs do not have the ability to organize data in this way. It is easy to manage customer contact information, phone call and email tracking, company management and many other data fields. Microsoft and Google do not provide equivalent programs or services. Insightly customer service is quick to respond and address issues. It just takes quite a few emails in order to properly specify an issue or request

Incentivized

(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.

Incentivized

• Positive impact is on time, the mobile app makes it easy to implement on all devices. For students, it helps to improve their communication skills.
• Positive, the leads you can gather all in one place makes it much more of an efficient process to track communication, so it saves time, and as a result, saves money.
• Negative, it seems to take up a lot of data on our mobile devices. Overall it does not have a major impact on the business, but on a mobile device it does drain the battery more than other apps do.

Incentivized

• For negative impact, the time setting up the various data fields and making sure the data was right and how it showed was not easy.
• Having the integrations available has saved all of us time jumping from platform to platform. Definitely assisted with focus and probably scrubbed at least one meeting.
• For the few issues we had setting up and customizing the tool, the ease of adoption across all the departments has been truly spectacular and beyond expectations.
• Hoping the team will make it more plug and play for future rollouts and work on the mobile app and then this platform would be 100!

Incentivized