Insightly vs. LocaliQ

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
LocaliQ
Score 9.0 out of 10
N/A
LocaliQ is a marketing platform that helps businesses attract and retain ideal customers with a suite of AI lead management and digital agents, marketing automation, omnichannel campaign management, advanced reporting, and expert-led services.N/A
Pricing
InsightlyLocaliQ
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
No answers on this topic
Offerings
Pricing Offerings
InsightlyLocaliQ
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional DetailsLocaliQ offers both self-serve and premium solutions. LocaliQ’s free, self-serve experience provides access to Free Website Grader, Free Inbound Call Recorder, Chatbot (free and $9.99/month options available), Scheduling Technology (free and $9.99/month options available), and Listings solutions ($9.99/month and $14.99/month options available). For LocaliQ's premium solutions, users are partnered with a LocaliQ expert to create the best marketing plan for their businesses that utilizes a full suite of marketing products.
More Pricing Information
Community Pulse
InsightlyLocaliQ
Features
InsightlyLocaliQ
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.3
Ratings
5% below category average
LocaliQ
-
Ratings
Customer data management / contact management8.60 Ratings00 Ratings
Workflow management6.60 Ratings00 Ratings
Territory management6.80 Ratings00 Ratings
Opportunity management8.60 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)6.70 Ratings00 Ratings
Contract management6.50 Ratings00 Ratings
Quote & order management8.30 Ratings00 Ratings
Interaction tracking5.90 Ratings00 Ratings
Channel / partner relationship management7.70 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Insightly
7.1
Ratings
6% below category average
LocaliQ
-
Ratings
Case management7.00 Ratings00 Ratings
Call center management7.20 Ratings00 Ratings
Help desk management7.10 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Insightly
4.9
Ratings
43% below category average
LocaliQ
-
Ratings
Lead management5.40 Ratings00 Ratings
Email marketing4.50 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
6.3
Ratings
19% below category average
LocaliQ
-
Ratings
Task management6.30 Ratings00 Ratings
Billing and invoicing management6.00 Ratings00 Ratings
Reporting6.50 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
7.5
Ratings
1% below category average
LocaliQ
-
Ratings
Forecasting7.00 Ratings00 Ratings
Pipeline visualization8.00 Ratings00 Ratings
Customizable reports7.50 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
6.2
Ratings
19% below category average
LocaliQ
-
Ratings
Custom fields6.50 Ratings00 Ratings
Custom objects6.00 Ratings00 Ratings
Scripting environment6.80 Ratings00 Ratings
API for custom integration5.50 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
8.0
Ratings
4% below category average
LocaliQ
-
Ratings
Single sign-on capability7.80 Ratings00 Ratings
Role-based user permissions8.20 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
Ratings
1% above category average
LocaliQ
-
Ratings
Social data6.80 Ratings00 Ratings
Social engagement8.00 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Insightly
6.0
Ratings
20% below category average
LocaliQ
-
Ratings
Marketing automation6.90 Ratings00 Ratings
Compensation management5.10 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
4.8
Ratings
42% below category average
LocaliQ
-
Ratings
Mobile access4.80 Ratings00 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Insightly
-
Ratings
LocaliQ
7.6
Ratings
3% above category average
WYSIWYG email editor00 Ratings7.30 Ratings
Dynamic content00 Ratings6.60 Ratings
Ability to test dynamic content00 Ratings8.00 Ratings
Landing pages00 Ratings6.70 Ratings
A/B testing00 Ratings8.00 Ratings
Mobile optimization00 Ratings7.30 Ratings
Email deliverability reporting00 Ratings9.00 Ratings
List management00 Ratings7.10 Ratings
Triggered drip sequences00 Ratings8.60 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Insightly
-
Ratings
LocaliQ
7.6
Ratings
12% above category average
Lead nurturing automation00 Ratings8.40 Ratings
Lead scoring and grading00 Ratings6.70 Ratings
Data quality management00 Ratings8.20 Ratings
Automated sales alerts and tasks00 Ratings7.20 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Insightly
-
Ratings
LocaliQ
7.8
Ratings
5% below category average
Calendaring00 Ratings9.50 Ratings
Event/webinar marketing00 Ratings6.00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
Insightly
-
Ratings
LocaliQ
7.8
Ratings
16% above category average
Social sharing and campaigns00 Ratings8.10 Ratings
Social profile integration00 Ratings7.60 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Insightly
-
Ratings
LocaliQ
8.0
Ratings
16% above category average
Dashboards00 Ratings7.80 Ratings
Standard reports00 Ratings8.10 Ratings
Custom reports00 Ratings8.20 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Insightly
-
Ratings
LocaliQ
9.0
Ratings
34% above category average
Customizability00 Ratings9.00 Ratings
Best Alternatives
InsightlyLocaliQ
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
HubSpot Marketing Hub
HubSpot Marketing Hub
Score 8.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.7 out of 10
HubSpot Marketing Hub
HubSpot Marketing Hub
Score 8.8 out of 10
Enterprises
Creatio
Creatio
Score 9.7 out of 10
Kentico Xperience
Kentico Xperience
Score 8.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyLocaliQ
Likelihood to Recommend
7.1
(0 ratings)
8.9
(0 ratings)
Likelihood to Renew
9.2
(0 ratings)
-
(0 ratings)
Usability
7.4
(0 ratings)
8.5
(0 ratings)
Availability
9.0
(0 ratings)
-
(0 ratings)
Performance
7.9
(0 ratings)
-
(0 ratings)
Support Rating
8.9
(0 ratings)
-
(0 ratings)
In-Person Training
9.1
(0 ratings)
-
(0 ratings)
Online Training
9.0
(0 ratings)
-
(0 ratings)
Implementation Rating
8.2
(0 ratings)
-
(0 ratings)
Configurability
9.9
(0 ratings)
-
(0 ratings)
Ease of integration
9.0
(0 ratings)
-
(0 ratings)
Product Scalability
9.0
(0 ratings)
8.5
(0 ratings)
Vendor post-sale
9.1
(0 ratings)
-
(0 ratings)
Vendor pre-sale
7.8
(0 ratings)
-
(0 ratings)
User Testimonials
InsightlyLocaliQ
Likelihood to Recommend
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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LocaliQ is phenomenal at s multichannel marketing approach. It is incredibly effective and efficient to run all of these simultaneous campaigns through one company. As a small nonprofit, we would not have been able to have the reach LocaliQ gave us if we had opted to use multiple companies. It would have been too much for our staff to handle.
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Pros
  • 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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  • ThriveHive is a smaller marketing team dedicated to helping small to medium sized businesses perfect their marketing messages. ThriveHive is particularity good at understanding how Google, and other search engines work, and have been instrumental in helping my company to grow and evolve.
  • With ThriveHive, you get a dedicated coach who is matched to your type of business. This experience with similar businesses gives your coach a better understanding of your business and the challenges your company faces.
  • My coach is very good at responding to my needs within 1 to 2 business days. Email contacts are fluent and as often as I need, to discuss ideas or questions. I can only speak of my relationship with my coach, and I am very pleased.
  • I feel that ThriveHive makes every effort to take excellent care of their clients, and makes you feel like you are their most important customer. I definitely believe that this is one of ThriveHives' greatest assets.
Read full review
Cons
  • 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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  • The email content editor could use some additional bells and whistles, it cannot handle some more advanced functions, but for the basics it is more than adequate.
  • Options for website creation are a bit limited and the turnaround time can be a bit lengthy at times because of the volume they do.
  • Tracked phone lines can be a bit pricey, but not exorbitant.
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Likelihood to Renew
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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No answers on this topic
Usability
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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Overall usability pretty good. If we would have gotten better return on our advertising dollar I would have continued with them - their dashboard was very easy to use and the recaps they provided were helpful. They try to put data in bite-sized pieces for the client that are understandable (unlike google's reporting page itself which can be a bit difficult to understand at times). Their team was friendly, semi-responsive, and provided explanations when requested
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Reliability and Availability
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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No answers on this topic
Performance
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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No answers on this topic
Support Rating
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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No answers on this topic
In-Person Training
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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No answers on this topic
Online Training
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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No answers on this topic
Implementation Rating
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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No answers on this topic
Alternatives Considered
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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LocaliQ is more economical that marketing agencies we've used in the past. Our dollar goes farther. We've also used services from phonebook providers that were getting into the online advertising field. At the time, it was just being introduced so the reps knowledge on the topic was quiet limited.
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Scalability
(+) 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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As mentioned prior, their ability to utilize and maximize our resources so that we receive the best results on all avenues of marketing and advertising. We see better lead generation, brand recognition and top of mind awareness due to LocaliQ efforts
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Return on Investment
  • 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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  • Local print advertising enhanced our community presence and strengthened brand loyalty.
  • The automation of PPC and display campaigns has saved our marketing team at least 15-20 hours per week of work monitoring campaigns.
  • Service fees feel steep for the campaigns we run, especially for a business with constrained budgets.
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ScreenShots

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

LocaliQ Screenshots

Screenshot of the Dash lead management dashboard and engagement centerScreenshot of the Marketing Dashboard, which provides access to reports 24/7, or can be used to listen to phone calls and recordings, and manage a lead inbox. LocaliQ customers receive access to the Marketing Dashboard with the purchase of any other products at no additional cost. Upgrades available for automated lead nurture solutions.Screenshot of LocaliQ’s search ad technology includes expertise from account setup and keyword creation to data analysis and reporting across multiple search engines.Screenshot of Social ads, based on a business's unique goals and budget.Screenshot of LocaliQ listings solutions to get a business accurately listed, with lower cost or premium options.Screenshot of the AI-powered Dash SMS Agent that qualifies leads and convert customers. AI responses are generated using website content to provide a customer experience as good or better than a human interaction.