TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    Maximizer CRM

    Score7 out of 10
    N/AMaximizer CRM is a customer relationship management (CRM) software built to maximize sales leads and calls.

    $29

    Per User / Month

    Pricing
    InsightlyMaximizer CRM
    Editions & Modules
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Small Office
    $29
    Per User / Month
    Business Plus
    $49
    Per User / Month
    Business Plus
    $49
    Per User / Month
    Insights
    $89
    Per User / Month
    Insights
    $89
    Per User / Month
    Offerings
    Pricing Offerings
    InsightlyMaximizer CRM
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup fee$29 per user/Month
    Additional Details—All pricing in USD. Monthly no contract subscription option available.
    More Pricing Information
    Community Pulse
    InsightlyMaximizer CRM
    Considered Both Products
    Unbounce
    Chose Insightly
    I like using insightly, I dont like using Maximizer or salesforce as they seem to not manage my workflow the same. With insighlty it's simply clicking through tasks, with salesforce it's cumbersome, and Maximizer required a genius to configure it. I would rather use only one …
    Incentivized
    Chose Insightly
    I've tried Maximizer, PlanPlus by Franklin Covey, Trello, Salesforce.com, and MS Outlook with business Contact Manager.all of them have their strengths and weaknesses, whether it be complexity, simplicity, pricing model, flexibility, configuration requirements, etc. I've used …
    Incentivized
    Maximizer Services, Inc.
    No answer on this topic
    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
    InsightlyMaximizer CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Maximizer CRM
    Feature
    Insightly
    7.3
    400 Ratings
    Maximizer CRM
    1.8
    5 Ratings
    Customer data management / contact management8.6383 Ratings1.15 Ratings
    Workflow management6.6351 Ratings1.14 Ratings
    Territory management6.874 Ratings1.14 Ratings
    Opportunity management8.7349 Ratings1.15 Ratings
    Integration with email client (e.g., Outlook or Gmail)6.7357 Ratings1.14 Ratings
    Contract management6.521 Ratings3.14 Ratings
    Quote & order management8.364 Ratings1.13 Ratings
    Interaction tracking5.7312 Ratings4.05 Ratings
    Channel / partner relationship management7.724 Ratings2.15 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly and Maximizer CRM
    Feature
    Insightly
    7.1
    13 Ratings
    Maximizer CRM
    1.1
    4 Ratings
    Case management7.011 Ratings1.14 Ratings
    Call center management7.28 Ratings1.13 Ratings
    Help desk management7.19 Ratings1.13 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Insightly and Maximizer CRM
    Feature
    Insightly
    4.9
    312 Ratings
    Maximizer CRM
    1.1
    5 Ratings
    Lead management5.3298 Ratings1.15 Ratings
    Email marketing4.4245 Ratings1.15 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Maximizer CRM
    Feature
    Insightly
    6.2
    385 Ratings
    Maximizer CRM
    1.1
    5 Ratings
    Task management6.3374 Ratings1.15 Ratings
    Billing and invoicing management6.039 Ratings1.13 Ratings
    Reporting6.4321 Ratings1.14 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly and Maximizer CRM
    Feature
    Insightly
    7.5
    343 Ratings
    Maximizer CRM
    1.1
    5 Ratings
    Forecasting7.092 Ratings1.15 Ratings
    Pipeline visualization8.0321 Ratings1.15 Ratings
    Customizable reports7.4307 Ratings1.15 Ratings
    Customization
    Comparison of Customization features of Insightly and Maximizer CRM
    Feature
    Insightly
    6.2
    345 Ratings
    Maximizer CRM
    1.1
    5 Ratings
    Custom fields6.4344 Ratings1.15 Ratings
    Custom objects6.1105 Ratings1.04 Ratings
    Scripting environment6.86 Ratings1.15 Ratings
    API for custom integration5.5178 Ratings1.15 Ratings
    Security
    Comparison of Security features of Insightly and Maximizer CRM
    Feature
    Insightly
    8.0
    295 Ratings
    Maximizer CRM
    1.1
    5 Ratings
    Single sign-on capability7.8262 Ratings1.13 Ratings
    Role-based user permissions8.2197 Ratings1.14 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and Maximizer CRM
    Feature
    Insightly
    7.4
    90 Ratings
    Maximizer CRM
    1.1
    3 Ratings
    Social data6.825 Ratings1.13 Ratings
    Social engagement8.078 Ratings1.13 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Insightly and Maximizer CRM
    Feature
    Insightly
    6.0
    146 Ratings
    Maximizer CRM
    1.0
    5 Ratings
    Marketing automation6.9146 Ratings1.05 Ratings
    Compensation management5.14 Ratings1.04 Ratings
    Platform
    Comparison of Platform features of Insightly and Maximizer CRM
    Feature
    Insightly
    4.7
    310 Ratings
    Maximizer CRM
    1.1
    5 Ratings
    Mobile access4.7310 Ratings1.15 Ratings
    User Ratings
    InsightlyMaximizer CRM
    Likelihood to Recommend
    7.1
    (420 ratings)
    1.1
    (5 ratings)
    Likelihood to Renew
    9.2
    (33 ratings)
    10.0
    (1 ratings)
    Usability
    7.4
    (156 ratings)
    1.0
    (1 ratings)
    Availability
    9.0
    (6 ratings)
    -
    (0 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    1.0
    (2 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    -
    (0 ratings)
    Configurability
    9.9
    (18 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (9 ratings)
    -
    (0 ratings)
    Professional Services
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    -
    (0 ratings)