Overview
ProductRatingMost Used ByProduct SummaryStarting Price
amoCRM
Score 7.1 out of 10
Small Businesses (1-50 employees)
amoCRM is a cloud-based sales management solution designed for small to medium sized businesses. Some key features include: Webform Integration, Pipeline Management and Tasks Management.
$15
/user/month
Insightly
Score 7.4 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.
$29
per month (billed annually) per user
Pricing
amoCRMInsightly
Editions & Modules
Basic
$15
/user/month
Advanced
$25.00
/user/month
Enterprise
$45
/user/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
amoCRMInsightly
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsNo minimum amount of users. Free set-up assistance with your own personal amoCRM expert.
More Pricing Information
Community Pulse
amoCRMInsightly
Features
amoCRMInsightly
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
amoCRM
8.8
Ratings
13% above category average
Insightly
7.3
Ratings
5% below category average
Customer data management / contact management10.00 Ratings8.50 Ratings
Workflow management8.40 Ratings6.60 Ratings
Opportunity management8.00 Ratings8.60 Ratings
Integration with email client (e.g., Outlook or Gmail)8.40 Ratings6.70 Ratings
Interaction tracking9.00 Ratings6.00 Ratings
Territory management00 Ratings6.80 Ratings
Contract management00 Ratings6.50 Ratings
Quote & order management00 Ratings8.30 Ratings
Channel / partner relationship management00 Ratings7.70 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
amoCRM
8.4
Ratings
11% above category average
Insightly
7.1
Ratings
6% below category average
Call center management8.40 Ratings7.20 Ratings
Case management00 Ratings7.00 Ratings
Help desk management00 Ratings7.10 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
amoCRM
8.8
Ratings
15% above category average
Insightly
5.0
Ratings
41% below category average
Lead management10.00 Ratings5.40 Ratings
Email marketing7.70 Ratings4.60 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
amoCRM
6.3
Ratings
19% below category average
Insightly
6.3
Ratings
19% below category average
Task management8.20 Ratings6.30 Ratings
Billing and invoicing management5.00 Ratings6.00 Ratings
Reporting5.70 Ratings6.50 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
amoCRM
7.5
Ratings
1% below category average
Insightly
7.5
Ratings
1% below category average
Forecasting7.20 Ratings7.00 Ratings
Pipeline visualization10.00 Ratings8.00 Ratings
Customizable reports5.10 Ratings7.60 Ratings
Customization
Comparison of Customization features of Product A and Product B
amoCRM
8.5
Ratings
13% above category average
Insightly
6.2
Ratings
19% below category average
Custom fields10.00 Ratings6.60 Ratings
Scripting environment7.00 Ratings6.80 Ratings
API for custom integration8.40 Ratings5.50 Ratings
Custom objects00 Ratings6.00 Ratings
Security
Comparison of Security features of Product A and Product B
amoCRM
9.2
Ratings
10% above category average
Insightly
7.9
Ratings
5% below category average
Single sign-on capability10.00 Ratings7.80 Ratings
Role-based user permissions8.40 Ratings8.10 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
amoCRM
10.0
Ratings
31% above category average
Insightly
7.4
Ratings
1% above category average
Social data10.00 Ratings6.80 Ratings
Social engagement10.00 Ratings8.00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
amoCRM
8.4
Ratings
14% above category average
Insightly
6.0
Ratings
20% below category average
Marketing automation8.40 Ratings6.90 Ratings
Compensation management00 Ratings5.10 Ratings
Platform
Comparison of Platform features of Product A and Product B
amoCRM
8.4
Ratings
14% above category average
Insightly
4.9
Ratings
40% below category average
Mobile access8.40 Ratings4.90 Ratings
User Ratings
amoCRMInsightly
Likelihood to Recommend
8.2
(0 ratings)
7.1
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.2
(0 ratings)
Usability
-
(0 ratings)
7.3
(0 ratings)
Availability
-
(0 ratings)
9.0
(0 ratings)
Performance
-
(0 ratings)
7.9
(0 ratings)
Support Rating
-
(0 ratings)
8.9
(0 ratings)
In-Person Training
-
(0 ratings)
9.1
(0 ratings)
Online Training
-
(0 ratings)
9.0
(0 ratings)
Implementation Rating
-
(0 ratings)
8.2
(0 ratings)
Configurability
-
(0 ratings)
10.0
(0 ratings)
Ease of integration
-
(0 ratings)
9.0
(0 ratings)
Product Scalability
-
(0 ratings)
9.0
(0 ratings)
Vendor post-sale
-
(0 ratings)
9.1
(0 ratings)
Vendor pre-sale
-
(0 ratings)
7.8
(0 ratings)
User Testimonials
amoCRMInsightly
Likelihood to Recommend
amoCRM is a great tool for midsize companies to build business processes of managing leads and work with clients in one place. It's very easy to integrate with your products because it has a lot of ready integrations with popular services. Also, a lot of companies offer a custom developed solution based on amoCRM to fit your business needs. amoCRM might not be so great of a solution for a small company because of its price and when you have less than 15-20 new leads per day. Also, you should definitely check API documentation if you need a fully customizable solution, it might not fit your needs.
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For what we use it for and the ease of use I am happy to recommend Insightly however I can appreciate that others may have more complex feature requirements than I use. As such I would mainly only recommend it to people who I feel would use it in a similar capacity to me.
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Pros
  • Easy to use interface. You can customize your lead's view to show the most important information for amoCRM users.
  • Ready to use Integrations. You can integrate amoCRM with your virtual PBX service, end-to-end analytics service, mailing services.
  • Rich API. You can easily export all leads from amoCRM to different services and work with this data.
  • Customization. You can add your own fields to lead card to fit your needs.
  • Access management. You can set up different rights for different users, so only several users can, for example, delete leads or export data.
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  • Customization. Although there are some limitations, the world is almost your oyster with Insightly's customizations.
  • Simplicity. I appreciate when policy screens are not loaded with too much going on. Insightly looks clean.
  • Support. Their help center and the Insightly team is amazing.
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Cons
  • Room for improvement would be that you need to manually integrate some of the apps for use.
  • Adding information to different fields is timely, and having an auto-fill would be very useful for a lot of the text fields. Perhaps using AI platforms could help identify what content should flow where on the platform.
  • Allow for Twitter integration. Grabbing leads from twitter is very important, using it for FB Messenger is great, but what about other platforms?
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  • The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
  • The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
  • The customizable objects and fields are very useful but the System Settings interface could be more user-friendly
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Likelihood to Renew
No answers on this topic
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
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Usability
No answers on this topic
Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.
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Reliability and Availability
No answers on this topic
The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
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Performance
No answers on this topic
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
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Support Rating
No answers on this topic
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
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In-Person Training
No answers on this topic
Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
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Online Training
No answers on this topic
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
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Implementation Rating
No answers on this topic
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
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Alternatives Considered
We have used Google Analytics, which is less of a direct competitor. Google Analytics does a lot more of tracking client data and engagement after it has happened. Google Analytics is not live like amoCRM can be and provide minute by minute data. This is where amoCRM has true benefit is in the up to the minute updates. Google Analytics gives me information after it has happened, which is great, but not enough to increase leads or sales.
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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 data fields. Microsoft and Google do not provide equivalent programs or services. Insightly customer service is quick to respond and address issues. It just takes quite a few emails in order to properly specify an issue or request
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Scalability
No answers on this topic
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
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Return on Investment
  • Positive impact is on time, the mobile app makes it easy to implement on all devices. For students, it helps to improve their communication skills.
  • Positive, the leads you can gather all in one place makes it much more of an efficient process to track communication, so it saves time, and as a result, saves money.
  • Negative, it seems to take up a lot of data on our mobile devices. Overall it does not have a major impact on the business, but on a mobile device it does drain the battery more than other apps do.
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  • For negative impact, the time setting up the various data fields and making sure the data was right and how it showed was not easy.
  • Having the integrations available has saved all of us time jumping from platform to platform. Definitely assisted with focus and probably scrubbed at least one meeting.
  • For the few issues we had setting up and customizing the tool, the ease of adoption across all the departments has been truly spectacular and beyond expectations.
  • Hoping the team will make it more plug and play for future rollouts and work on the mobile app and then this platform would be 100!
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ScreenShots

amoCRM Screenshots

Screenshot of Digital Pipeline (Automated lead warming and follow-up)Screenshot of Customizable pipeline is easy to learn and navigate. It's refreshed in live time, so you're always up-to-date.Screenshot of Quick and intuitive Salesbot builder will help you in getting your own chatbot in no time. Save time and effort by getting rid of repetitive tasks and providing 24/7 communication line with your business.Screenshot of Take your business with you wherever you go. Our mobile app is capable of lead tracking, calls, sending emails and much more.Screenshot of Tons of integrations with different services, as well as the most popular communication channels can be connected to amoCRM for free.Screenshot of Lead profile with click to call, email, and chat

Insightly Screenshots

Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.Screenshot of the reporting feature, which provides insight into sales and productivity performance.Screenshot of the Insightly Opportunities dashboard.Screenshot of Insightly on mobile.Screenshot of Screenshot of