TrustRadius: an HG Insights company

Insightly vs. vCita

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Insightly

824 Reviews and Ratings

vCita

15 Reviews and Ratings

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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

    vCita

    Score8.5 out of 10
    		N/AvCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…

    $29

    per month

    Pricing
    InsightlyvCita
    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
    Essentials
    $29
    per month
    Business
    $59
    per month
    Platinum
    $99
    per month
    Offerings
    Pricing Offerings
    InsightlyvCita
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    InsightlyvCita
    Considered Both Products
    Unbounce
    No answer on this topic
    WiseStamp
    David Cook
    Owner in Information Technology at Frontier PC Tutoring (Education Management, 1-10 employees)
    Chose vCita
    vCita is a platform which is still developing and falls short of dedicated CRM platforms in some ways however it shines where it counts for any business wanting to provide more power to their customer to make bookings and manage their profile. Other platforms such as Insightly …
    Incentivized
    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
    InsightlyvCita
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and vCita
    Feature
    Insightly
    7.3
    400 Ratings
    vCita
    8.8
    5 Ratings
    Customer data management / contact management8.6383 Ratings9.55 Ratings
    Workflow management6.6351 Ratings8.04 Ratings
    Territory management6.874 Ratings00 Ratings
    Opportunity management8.7349 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)6.7357 Ratings00 Ratings
    Contract management6.521 Ratings00 Ratings
    Quote & order management8.364 Ratings00 Ratings
    Interaction tracking5.8312 Ratings00 Ratings
    Channel / partner relationship management7.724 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly and vCita
    Feature
    Insightly
    7.1
    13 Ratings
    vCita
    -
    Ratings
    Case management7.011 Ratings00 Ratings
    Call center management7.28 Ratings00 Ratings
    Help desk management7.19 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Insightly and vCita
    Feature
    Insightly
    4.9
    312 Ratings
    vCita
    7.0
    3 Ratings
    Lead management5.3298 Ratings00 Ratings
    Email marketing4.4245 Ratings7.03 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and vCita
    Feature
    Insightly
    6.2
    385 Ratings
    vCita
    8.0
    5 Ratings
    Task management6.3374 Ratings00 Ratings
    Billing and invoicing management6.039 Ratings9.05 Ratings
    Reporting6.4321 Ratings7.03 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly and vCita
    Feature
    Insightly
    7.5
    343 Ratings
    vCita
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization8.0321 Ratings00 Ratings
    Customizable reports7.5307 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and vCita
    Feature
    Insightly
    6.2
    345 Ratings
    vCita
    6.8
    7 Ratings
    Custom fields6.5344 Ratings6.67 Ratings
    Custom objects6.0105 Ratings00 Ratings
    Scripting environment6.86 Ratings00 Ratings
    API for custom integration5.5178 Ratings7.02 Ratings
    Security
    Comparison of Security features of Insightly and vCita
    Feature
    Insightly
    8.0
    295 Ratings
    vCita
    9.7
    6 Ratings
    Single sign-on capability7.8262 Ratings00 Ratings
    Role-based user permissions8.2197 Ratings9.76 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and vCita
    Feature
    Insightly
    7.4
    90 Ratings
    vCita
    -
    Ratings
    Social data6.825 Ratings00 Ratings
    Social engagement8.078 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Insightly and vCita
    Feature
    Insightly
    6.0
    146 Ratings
    vCita
    -
    Ratings
    Marketing automation6.9146 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and vCita
    Feature
    Insightly
    4.8
    310 Ratings
    vCita
    8.6
    7 Ratings
    Mobile access4.8310 Ratings8.67 Ratings
    User Ratings
    InsightlyvCita
    Likelihood to Recommend
    7.1
    (420 ratings)
    9.7
    (10 ratings)
    Likelihood to Renew
    9.2
    (33 ratings)
    -
    (0 ratings)
    Usability
    7.4
    (156 ratings)
    9.5
    (4 ratings)
    Availability
    9.0
    (6 ratings)
    -
    (0 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    8.5
    (4 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)