TrustRadius: an HG Insights company

ConvergeHub vs. Insightly

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ConvergeHub

    Score8 out of 10
    Small Businesses (1-50 employees)
    ConvergeHub is a converged CRM for SMBs. According to the vendor, this solution can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The vendor’s value proposition is that the features are optimized for small to medium-sized businesses that have the same needs as large corporations–but don’t have massive budgets to integrate or pay for expensive add-ons. All ConvergeHub CRM…

    $9

    per user - per month

    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
    ConvergeHubInsightly
    Editions & Modules
    Lite
    $9
    per user - per month
    Professional
    $29
    per user - per month
    Premium
    $59
    per user - per month
    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
    ConvergeHubInsightly
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details
    More Pricing Information
    Features
    ConvergeHubInsightly
    Sales Force Automation
    Comparison of Sales Force Automation features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    8.3
    1 Ratings
    Insightly
    7.3
    400 Ratings
    Customer data management / contact management9.01 Ratings8.6383 Ratings
    Workflow management9.01 Ratings6.6351 Ratings
    Territory management8.01 Ratings6.874 Ratings
    Opportunity management9.01 Ratings8.7349 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.01 Ratings6.7357 Ratings
    Contract management8.01 Ratings6.521 Ratings
    Quote & order management9.01 Ratings8.364 Ratings
    Interaction tracking8.01 Ratings5.8312 Ratings
    Channel / partner relationship management8.01 Ratings7.724 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    7.0
    1 Ratings
    Insightly
    7.1
    13 Ratings
    Case management7.01 Ratings7.011 Ratings
    Call center management00 Ratings7.28 Ratings
    Help desk management00 Ratings7.19 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    9.0
    1 Ratings
    Insightly
    4.9
    312 Ratings
    Lead management9.01 Ratings5.3298 Ratings
    Email marketing9.01 Ratings4.4245 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    9.0
    1 Ratings
    Insightly
    6.2
    385 Ratings
    Task management9.01 Ratings6.3374 Ratings
    Billing and invoicing management9.01 Ratings6.039 Ratings
    Reporting9.01 Ratings6.4321 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    8.0
    1 Ratings
    Insightly
    7.5
    343 Ratings
    Pipeline visualization8.01 Ratings8.0321 Ratings
    Customizable reports8.01 Ratings7.5307 Ratings
    Forecasting00 Ratings7.092 Ratings
    Customization
    Comparison of Customization features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    7.5
    1 Ratings
    Insightly
    6.2
    345 Ratings
    Custom fields8.01 Ratings6.5344 Ratings
    API for custom integration7.01 Ratings5.5178 Ratings
    Custom objects00 Ratings6.0105 Ratings
    Scripting environment00 Ratings6.86 Ratings
    Platform
    Comparison of Platform features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    9.0
    1 Ratings
    Insightly
    4.8
    310 Ratings
    Mobile access9.01 Ratings4.8310 Ratings
    Security
    Comparison of Security features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    9.0
    1 Ratings
    Insightly
    8.0
    295 Ratings
    Role-based user permissions9.01 Ratings8.2197 Ratings
    Single sign-on capability00 Ratings7.8262 Ratings
    Social CRM
    Comparison of Social CRM features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    -
    Ratings
    Insightly
    7.4
    90 Ratings
    Social data00 Ratings6.825 Ratings
    Social engagement00 Ratings8.078 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of ConvergeHub and Insightly
    Feature
    ConvergeHub
    -
    Ratings
    Insightly
    6.0
    146 Ratings
    Marketing automation00 Ratings6.9146 Ratings
    Compensation management00 Ratings5.14 Ratings
    User Ratings
    ConvergeHubInsightly
    Likelihood to Recommend
    8.0
    (1 ratings)
    7.1
    (420 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.2
    (33 ratings)
    Usability
    -
    (0 ratings)
    7.4
    (156 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (6 ratings)
    Performance
    -
    (0 ratings)
    7.9
    (25 ratings)
    Support Rating
    -
    (0 ratings)
    8.9
    (34 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (8 ratings)
    Implementation Rating
    -
    (0 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)