Apptivo vs. Insightly

Apptivo

8 Reviews and Ratings

Insightly

824 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Apptivo	Score8.1 out of 10	N/A	Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.	$10 Per User per Month
Insightly	Score7.4 out of 10	N/A	Insightly 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

Apptivo

Insightly

Premium: $10
Per User per Month
Ultimate: $25
Per User per Month
Starter: Free
Per User per Month
Enterprise: N/A

Plus: $29
per month (billed annually) per user
Professional: $49
per month (billed annually) per user
Enterprise: $99
per month (billed annually) per user

Pricing Offerings
Apptivo	Insightly
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	Yes

Optional

No setup fee

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Community Pulse
Key User Insights
	Apptivo	Insightly
Considered Both Products	Apptivo Inc No answer on this topic	Unbounce Leonardo Hernandez sap dev engineer in Professional Services at Satrack (Computer Software, 51-200 employees) Chose Insightly Insightly CRM could stand to offer more functionality for larger organizations. But what Insightly CRM does, it does very well, with a few minor caveats. The user interface (UI) is easy to follow, and there are plenty of customizations and integrations. However, it cannot … Incentivized Helpful? Vince McConville Advisor / Director at Consiliosa Ltd (Information Technology and Services, 1-10 employees) Chose Insightly For me, Insightly works for the Basic price point subscription (lucky to have been on this subscription level before they closed it to new customers). Also, like the Gmail interface and the ability to manage both sales and projects. Incentivized Helpful? Aleese Gulick Program Manager 2 in Customer Service at University of Houston (Higher Education, 10,001+ employees) Chose Insightly It does everything that the above products do but it does them better and with more ease of use. The user interface is easy to follow and there are plenty of customizations that are available. We selected it specifically for this purpose since we have a wide variety of … Incentivized Helpful?
	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

Apptivo

Insightly

Comparison of Sales Force Automation features of Apptivo and Insightly
Feature	Apptivo 7.7 4 Ratings	Insightly 7.3 400 Ratings
Customer data management / contact management	10.04 Ratings	8.6383 Ratings
Workflow management	6.82 Ratings	6.6351 Ratings
Territory management	4.51 Ratings	6.874 Ratings
Opportunity management	10.03 Ratings	8.7349 Ratings
Integration with email client (e.g., Outlook or Gmail)	9.14 Ratings	6.7357 Ratings
Contract management	10.02 Ratings	6.521 Ratings
Quote & order management	7.43 Ratings	8.364 Ratings
Interaction tracking	1.81 Ratings	5.7312 Ratings
Channel / partner relationship management	9.13 Ratings	7.724 Ratings

Comparison of Customer Service & Support features of Apptivo and Insightly
Feature	Apptivo 9.7 4 Ratings	Insightly 7.1 13 Ratings
Case management	9.14 Ratings	7.011 Ratings
Call center management	10.02 Ratings	7.28 Ratings
Help desk management	10.03 Ratings	7.19 Ratings

Comparison of Marketing Automation features of Apptivo and Insightly
Feature	Apptivo 10.0 3 Ratings	Insightly 4.8 312 Ratings
Lead management	10.03 Ratings	5.3298 Ratings
Email marketing	10.03 Ratings	4.4245 Ratings

Comparison of CRM Project Management features of Apptivo and Insightly
Feature	Apptivo 8.9 4 Ratings	Insightly 6.2 385 Ratings
Task management	8.34 Ratings	6.3374 Ratings
Billing and invoicing management	9.13 Ratings	6.039 Ratings
Reporting	9.14 Ratings	6.4321 Ratings

Comparison of CRM Reporting & Analytics features of Apptivo and Insightly
Feature	Apptivo 10.0 2 Ratings	Insightly 7.5 343 Ratings
Forecasting	10.02 Ratings	7.092 Ratings
Pipeline visualization	10.02 Ratings	8.0321 Ratings
Customizable reports	10.02 Ratings	7.4307 Ratings

Comparison of Customization features of Apptivo and Insightly
Feature	Apptivo 7.2 3 Ratings	Insightly 6.2 345 Ratings
Custom fields	5.73 Ratings	6.4344 Ratings
Custom objects	6.63 Ratings	6.1105 Ratings
API for custom integration	9.12 Ratings	5.5178 Ratings
Scripting environment	00 Ratings	6.86 Ratings

Comparison of Security features of Apptivo and Insightly
Feature	Apptivo 10.0 4 Ratings	Insightly 8.0 295 Ratings
Single sign-on capability	10.04 Ratings	7.8262 Ratings
Role-based user permissions	10.04 Ratings	8.2197 Ratings

Comparison of Platform features of Apptivo and Insightly
Feature	Apptivo 7.9 4 Ratings	Insightly 4.7 310 Ratings
Mobile access	7.94 Ratings	4.7310 Ratings

Comparison of Integrations with 3rd-party Software features of Apptivo and Insightly
Feature	Apptivo - Ratings	Insightly 6.0 146 Ratings
Marketing automation	00 Ratings	6.9146 Ratings
Compensation management	00 Ratings	5.14 Ratings

User Ratings
	Apptivo	Insightly
Likelihood to Recommend	10.0 (4 ratings)	7.1 (420 ratings)
Likelihood to Renew	- (0 ratings)	9.2 (33 ratings)
Usability	9.1 (3 ratings)	7.4 (156 ratings)
Availability	- (0 ratings)	9.0 (6 ratings)
Performance	- (0 ratings)	7.9 (25 ratings)
Support Rating	9.1 (2 ratings)	8.9 (34 ratings)
In-Person Training	- (0 ratings)	9.1 (1 ratings)
Online Training	- (0 ratings)	9.0 (8 ratings)
Implementation Rating	3.6 (1 ratings)	8.2 (26 ratings)
Configurability	- (0 ratings)	9.9 (18 ratings)
Contract Terms and Pricing Model	- (0 ratings)	8.4 (3 ratings)
Ease of integration	- (0 ratings)	9.0 (10 ratings)
Product Scalability	- (0 ratings)	9.0 (9 ratings)
Professional Services	- (0 ratings)	10.0 (1 ratings)
Vendor post-sale	- (0 ratings)	9.1 (3 ratings)
Vendor pre-sale	- (0 ratings)	7.8 (3 ratings)