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
Insightly
LocaliQ
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
Insightly
LocaliQ
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
—
LocaliQ 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
Insightly
LocaliQ
Features
Insightly
LocaliQ
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 management
8.60 Ratings
00 Ratings
Workflow management
6.60 Ratings
00 Ratings
Territory management
6.80 Ratings
00 Ratings
Opportunity management
8.60 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
6.70 Ratings
00 Ratings
Contract management
6.50 Ratings
00 Ratings
Quote & order management
8.30 Ratings
00 Ratings
Interaction tracking
5.90 Ratings
00 Ratings
Channel / partner relationship management
7.70 Ratings
00 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 management
7.00 Ratings
00 Ratings
Call center management
7.20 Ratings
00 Ratings
Help desk management
7.10 Ratings
00 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 management
5.40 Ratings
00 Ratings
Email marketing
4.50 Ratings
00 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 management
6.30 Ratings
00 Ratings
Billing and invoicing management
6.00 Ratings
00 Ratings
Reporting
6.50 Ratings
00 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
Forecasting
7.00 Ratings
00 Ratings
Pipeline visualization
8.00 Ratings
00 Ratings
Customizable reports
7.50 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
6.2
Ratings
19% below category average
LocaliQ
-
Ratings
Custom fields
6.50 Ratings
00 Ratings
Custom objects
6.00 Ratings
00 Ratings
Scripting environment
6.80 Ratings
00 Ratings
API for custom integration
5.50 Ratings
00 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 capability
7.80 Ratings
00 Ratings
Role-based user permissions
8.20 Ratings
00 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 data
6.80 Ratings
00 Ratings
Social engagement
8.00 Ratings
00 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 automation
6.90 Ratings
00 Ratings
Compensation management
5.10 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
4.8
Ratings
42% below category average
LocaliQ
-
Ratings
Mobile access
4.80 Ratings
00 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 editor
00 Ratings
7.30 Ratings
Dynamic content
00 Ratings
6.60 Ratings
Ability to test dynamic content
00 Ratings
8.00 Ratings
Landing pages
00 Ratings
6.70 Ratings
A/B testing
00 Ratings
8.00 Ratings
Mobile optimization
00 Ratings
7.30 Ratings
Email deliverability reporting
00 Ratings
9.00 Ratings
List management
00 Ratings
7.10 Ratings
Triggered drip sequences
00 Ratings
8.60 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 automation
00 Ratings
8.40 Ratings
Lead scoring and grading
00 Ratings
6.70 Ratings
Data quality management
00 Ratings
8.20 Ratings
Automated sales alerts and tasks
00 Ratings
7.20 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Insightly
-
Ratings
LocaliQ
7.8
Ratings
5% below category average
Calendaring
00 Ratings
9.50 Ratings
Event/webinar marketing
00 Ratings
6.00 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 campaigns
00 Ratings
8.10 Ratings
Social profile integration
00 Ratings
7.60 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Insightly
-
Ratings
LocaliQ
8.0
Ratings
16% above category average
Dashboards
00 Ratings
7.80 Ratings
Standard reports
00 Ratings
8.10 Ratings
Custom reports
00 Ratings
8.20 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
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.
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.
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.
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.
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
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.
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
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.
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.
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.
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.
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
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
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
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.
(+) 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.
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
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!