CRM Assistant for Gmail™ vs. Insightly

CRM Assistant for Gmail™

2 Reviews and Ratings

Insightly

824 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
CRM Assistant for Gmail™	Score10 out of 10	N/A	CRM Assistant for Gmail™ introduces features designed to streamline customer relationship management workflows. The plugin is designed to elevate the SuiteCRM experience by integrating it with Gmail. By enabling users to save customer information, email correspondence, and other data into SuiteCRM from within Gmail, it helps to enhance efficiency, minimize redundancy, and offers a user-friendly cross-platform experience.	$8 per month per user
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

CRM Assistant for Gmail™

Insightly

Monthly: $8
per month per user
Yearly: $80
per year 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

Pricing Offerings
CRM Assistant for Gmail™	Insightly
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	Yes

No setup fee

No setup fee

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Community Pulse
Key User Insights
	CRM Assistant for Gmail™	Insightly
Considered Both Products	RT Dynamic No answer on this topic	Unbounce Cora Hulse Territory Manager/Assistant in Sales at Pacific Resource Brokers (Architecture & Planning, 1-10 employees) Chose Insightly 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 … Incentivized Helpful? Lauren Burke Marketing Coordinator/Executive Assistant in Finance and Accounting at Pacific Resource Brokers (Building Materials, 1-10 employees) Chose Insightly I have used no other CRM programs and my company is too ingrained in Insightly to switch to a different program at this point. 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

CRM Assistant for Gmail™

Insightly

Comparison of Sales Force Automation features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 7.3 400 Ratings
Customer data management / contact management	00 Ratings	8.6383 Ratings
Workflow management	00 Ratings	6.6351 Ratings
Territory management	00 Ratings	6.874 Ratings
Opportunity management	00 Ratings	8.7349 Ratings
Integration with email client (e.g., Outlook or Gmail)	00 Ratings	6.7357 Ratings
Contract management	00 Ratings	6.521 Ratings
Quote & order management	00 Ratings	8.364 Ratings
Interaction tracking	00 Ratings	5.7312 Ratings
Channel / partner relationship management	00 Ratings	7.724 Ratings

Comparison of Customer Service & Support features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 7.1 13 Ratings
Case management	00 Ratings	7.011 Ratings
Call center management	00 Ratings	7.28 Ratings
Help desk management	00 Ratings	7.19 Ratings

Comparison of Marketing Automation features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 4.8 312 Ratings
Lead management	00 Ratings	5.3298 Ratings
Email marketing	00 Ratings	4.4245 Ratings

Comparison of CRM Project Management features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 6.2 385 Ratings
Task management	00 Ratings	6.3374 Ratings
Billing and invoicing management	00 Ratings	6.039 Ratings
Reporting	00 Ratings	6.4321 Ratings

Comparison of CRM Reporting & Analytics features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 7.5 343 Ratings
Forecasting	00 Ratings	7.092 Ratings
Pipeline visualization	00 Ratings	8.0321 Ratings
Customizable reports	00 Ratings	7.4307 Ratings

Comparison of Customization features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 6.2 345 Ratings
Custom fields	00 Ratings	6.4344 Ratings
Custom objects	00 Ratings	6.1105 Ratings
Scripting environment	00 Ratings	6.86 Ratings
API for custom integration	00 Ratings	5.5178 Ratings

Comparison of Security features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 8.0 295 Ratings
Single sign-on capability	00 Ratings	7.8262 Ratings
Role-based user permissions	00 Ratings	8.2197 Ratings

Comparison of Social CRM features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 7.4 90 Ratings
Social data	00 Ratings	6.825 Ratings
Social engagement	00 Ratings	8.078 Ratings

Comparison of Integrations with 3rd-party Software features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 6.0 146 Ratings
Marketing automation	00 Ratings	6.9146 Ratings
Compensation management	00 Ratings	5.14 Ratings

Comparison of Platform features of CRM Assistant for Gmail™ and Insightly
Feature	CRM Assistant for Gmail™ - Ratings	Insightly 4.7 310 Ratings
Mobile access	00 Ratings	4.7310 Ratings

User Ratings
	CRM Assistant for Gmail™	Insightly
Likelihood to Recommend	10.0 (1 ratings)	7.1 (420 ratings)
Likelihood to Renew	- (0 ratings)	9.2 (33 ratings)
Usability	10.0 (1 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)