Insightly Marketing vs. Mautic (open source)

Insightly works wonderfully for teams who need to share customer data easily and also share and track information. It's great for sales teams as it allows information to flow between multiple team members. Insightly allows you to just scratch the surface by acting as a CRM database, or you can go more in depth and track leads, opportunities, projects, and more. It is also well suited for individuals who have a large customer base and just need to keep track of customer data in an organized fashion.

Incentivized

Mautic is well suited for users who do not require a lot of maintenance on the technical areas and have only the general requirements of the email marketing sector. In case the users have more precise requirements and are more focussed on the quality and a proper quantitative analysis, Mautic would not be an ideal choice. In other words for small companies Mautic would be an idea choice where the budget is a constraint and the extent of use is low but in cases where budget is not really a constraint against the performance and quality, Mautic would not be an ideal choice.

• Custom workflows
• Easy to search and find
• Good interface

Incentivized

• Mautic is very good at the tagging system.
• Mautic is very good at tracking website visitors. Visitors are first marked as unknown, however, once you get a signup Mautic automatically updates their profile.

Incentivized

• Integrate better with Outlook
• Integrate with Campaign Monitor
• Integrate with ProCore
• Integrate with Building Connected

Incentivized

• Reporting can be very misleading sometimes, but you just need to get the hang of it
• When emailing, you need to know the exact time zone the server is set on, because it may not send the task when you think it would.
• We think it may have more room to add more templates, the one the platform has turned boring over time— I think it would be an interesting update.

Incentivized

There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

Incentivized

Easy to check the phases and notes while EP is more for the project [management].

Incentivized

Salesforce and Dynamics may be fine if you can afford them, but don't offer much more than what you get from Mautic, for free and with total control and longer term active development. SugarCRM ended development and maintenance of their Community Edition around 2018. The long-term roadmaps for free versions of SugarCRM or its forks were very unclear

• Doubled the time it takes to execute any marketing campaign, in my opinion- we build in “Insightly management” into project plans
• Reduced confidence in data, given it is often wrong, I've found.

Incentivized

• Automating interactions with clients in an early funnel stage
• Focusing your sales team on the best qualified leads
• Influencing purchase decisions along the customer journey