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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

    SAP Sales Cloud

    Score8.3 out of 10
    N/ASAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.N/A
    Pricing
    InsightlySAP Sales Cloud
    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
    InsightlySAP Sales Cloud
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    InsightlySAP Sales Cloud
    Considered Both Products
    Unbounce
    Chose Insightly
    Zoho CRM, Salesforce, MS Dynamics
    Incentivized
    SAP
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    96 Answers
    89%
    Would buy again
    87 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    85 Answers
    94%
    Delivers good value for the price
    79 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    96 Answers
    97%
    Happy with the feature set
    95 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    61 Answers
    94%
    Lived up to sales and marketing promises
    72 Answers
    Implementation went as expected
    92%
    Implementation went as expected
    72 Answers
    88%
    Implementation went as expected
    71 Answers
    Features
    InsightlySAP Sales Cloud
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.3
    400 Ratings
    5% below category average
    SAP Sales Cloud
    8.3
    120 Ratings
    7% above category average
    Customer data management / contact management8.6383 Ratings8.8117 Ratings
    Workflow management6.6351 Ratings8.6118 Ratings
    Territory management6.874 Ratings7.2105 Ratings
    Opportunity management8.7349 Ratings8.0114 Ratings
    Integration with email client (e.g., Outlook or Gmail)6.7357 Ratings7.9110 Ratings
    Contract management6.521 Ratings8.3112 Ratings
    Quote & order management8.364 Ratings8.3109 Ratings
    Interaction tracking5.8312 Ratings8.5111 Ratings
    Channel / partner relationship management7.724 Ratings8.6110 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.1
    13 Ratings
    6% below category average
    SAP Sales Cloud
    8.1
    103 Ratings
    7% above category average
    Case management7.011 Ratings7.998 Ratings
    Call center management7.28 Ratings8.692 Ratings
    Help desk management7.19 Ratings8.095 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    4.9
    312 Ratings
    43% below category average
    SAP Sales Cloud
    7.5
    107 Ratings
    1% below category average
    Lead management5.3298 Ratings7.3106 Ratings
    Email marketing4.4245 Ratings7.694 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    6.2
    385 Ratings
    20% below category average
    SAP Sales Cloud
    8.2
    115 Ratings
    8% above category average
    Task management6.3374 Ratings8.1111 Ratings
    Billing and invoicing management6.039 Ratings8.196 Ratings
    Reporting6.4321 Ratings8.6105 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.5
    343 Ratings
    1% below category average
    SAP Sales Cloud
    8.4
    114 Ratings
    10% above category average
    Forecasting7.092 Ratings8.3107 Ratings
    Pipeline visualization8.0321 Ratings8.4107 Ratings
    Customizable reports7.5307 Ratings8.5110 Ratings
    Customization
    Comparison of Customization features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    6.2
    345 Ratings
    19% below category average
    SAP Sales Cloud
    7.7
    111 Ratings
    3% above category average
    Custom fields6.5344 Ratings8.0111 Ratings
    Custom objects6.0105 Ratings7.3107 Ratings
    Scripting environment6.86 Ratings7.794 Ratings
    API for custom integration5.5178 Ratings7.899 Ratings
    Security
    Comparison of Security features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    8.0
    295 Ratings
    4% below category average
    SAP Sales Cloud
    8.6
    114 Ratings
    3% above category average
    Single sign-on capability7.8262 Ratings8.8109 Ratings
    Role-based user permissions8.2197 Ratings8.3108 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    7.4
    90 Ratings
    1% above category average
    SAP Sales Cloud
    7.2
    83 Ratings
    2% below category average
    Social data6.825 Ratings7.383 Ratings
    Social engagement8.078 Ratings7.281 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    6.0
    146 Ratings
    20% below category average
    SAP Sales Cloud
    7.7
    97 Ratings
    5% above category average
    Marketing automation6.9146 Ratings8.093 Ratings
    Compensation management5.14 Ratings7.480 Ratings
    Platform
    Comparison of Platform features of Insightly and SAP Sales Cloud
    Feature
    Insightly
    4.8
    310 Ratings
    42% below category average
    SAP Sales Cloud
    7.5
    99 Ratings
    2% above category average
    Mobile access4.8310 Ratings7.599 Ratings
    Best Alternatives
    InsightlySAP Sales Cloud
    Small Businesses
    Salesflare
    Score6 out of 10
    Salesflare
    Score6 out of 10
    Medium-sized Companies
    Zendesk Sell
    Score8.8 out of 10
    Zendesk Sell
    Score8.8 out of 10
    Enterprises
    Daylite
    Score7.6 out of 10
    Daylite
    Score7.6 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlySAP Sales Cloud
    Likelihood to Recommend
    7.1
    (420 ratings)
    8.5
    (131 ratings)
    Likelihood to Renew
    9.2
    (33 ratings)
    8.6
    (7 ratings)
    Usability
    7.4
    (156 ratings)
    6.7
    (7 ratings)
    Availability
    9.0
    (6 ratings)
    8.0
    (1 ratings)
    Performance
    7.9
    (25 ratings)
    8.0
    (1 ratings)
    Support Rating
    8.9
    (34 ratings)
    8.8
    (10 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    7.0
    (2 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    8.0
    (1 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)
    8.3
    (91 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)
    User Testimonials
    InsightlySAP Sales Cloud
    Likelihood to Recommend
    Unbounce
    If a business has a simple workflow for purchasing a product or service for a customer and they want to keep track of this workflow then Insightly is very useful. The more complex a business operation is then Insightly starts to become difficult to use. I would recommend Insightly for small and medium sized businesses. Large businesses might have issues delegating tasks across many different users in a large company
    Incentivized
    Read full review
    SAP
    1. Better understanding of customer choice and sales insights. 2. High chance that we can convert the lead into sales as SAP analyzes the customer's need and behavior. 3. As it analyzes the data behind the scenes, a better price deal closing is possible, as it gives that level of insight.
    Incentivized
    Read full review
    Pros
    Unbounce
    • The ability to set up filters to generate lists based on just the categories I am interested in.
    • It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
    • The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.
    Incentivized
    Read full review
    SAP
    • I love its ability to automate the entire sales process for us.
    • Another thing I love is how it combines data from different touchpoints to provide a 360-degree view of the customer.
    • What I like best about SAP Sales Cloud is the real-time analytics it provides for my organization.
    Incentivized
    Read full review
    Cons
    Unbounce
    • Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
    • The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
    • Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
    Incentivized
    Read full review
    SAP
    • One area of concern is the many data silos that are present within SAP sales cloud
    • While creating filters for accessing sales lead reports, the accuracy is missing sometimes.
    • The product is quite vast and a lot more learning material and knowledge base documents are required.
    Read full review
    Likelihood to Renew
    Unbounce
    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
    Read full review
    SAP
    SAP sales enables organizations to manage their sales activities, such as inquiries, quotations, orders, deliveries, billing, and payments. Also integrates with other SAP modules, such as finance, logistics, and marketing, to provide a comprehensive solution for managing the entire sales cycle. thats makes SAP a good choice
    Incentivized
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    Usability
    Unbounce
    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.
    Incentivized
    Read full review
    SAP
    In short, SAP CRM is a complete service that will help improve marketing strategy and productivity. It covers various topics, from big data analytics to resource management and housing sales data. SAP CRM has a long list of features and can do them all.
    Incentivized
    Read full review
    Reliability and Availability
    Unbounce
    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.
    Incentivized
    Read full review
    SAP
    Product was mostly available. A couple accessibility issues did exist when sending API calls, and there was either no response, or a delayed response.
    Read full review
    Performance
    Unbounce
    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.
    Incentivized
    Read full review
    SAP
    No answers on this topic
    Support Rating
    Unbounce
    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.
    Incentivized
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    SAP
    SAP's customer service is quick and efficient, with a response time of fewer than some minutes. In either case, you'll get instant help from the vendor or online forums. In addition, the vendor provides excellent global support for this tool. Like Salesforce, SugarCRM, etc., it's probably fine as a standalone CRM option.
    Read full review
    In-Person Training
    Unbounce
    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.
    Incentivized
    Read full review
    SAP
    No answers on this topic
    Online Training
    Unbounce
    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
    Incentivized
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    SAP
    Training was mostly completed over a couple conference calls, and reading the API documentation. Our developers were able to implement quickly after reading the documentation.
    Read full review
    Implementation Rating
    Unbounce
    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
    Incentivized
    Read full review
    SAP
    I would rate the implementation a 7. While the process overall was successful, there were challenges related to data migration, integration with other systems, and initial user adoption. However, the support from SAP during the implementation phase was helpful, and we were able to resolve the major issues as the process progressed.
    Incentivized
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    Alternatives Considered
    Unbounce
    Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
    Incentivized
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    SAP
    Sap sales cloud has boosted the supply chain network . Sap Sales cloud has seamlessly unified the backend business processes into more transparent effective ones.The customer satisfaction have also increased with better customer collaboration and relationship.The vendor management process has also been significantly impacted and all for good. Customers are really happy with it
    Incentivized
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    Contract Terms and Pricing Model
    Unbounce
    I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
    Incentivized
    Read full review
    SAP
    No answers on this topic
    Scalability
    Unbounce
    (+) 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.
    Incentivized
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    SAP
    We can effectively manage sales and achieve scalable segmentation and targeting with SAP Sales Cloud, all with little training required. The program is incredibly user-friendly and enables additional ERP system integration. The automated authorization system, which has made permissions management easier and can be implemented in the cloud by several cloud service tenants—each of whom is a cloud service provider—was something I really appreciated. For users who don't want to click on three links to launch each relevant CRM program, this is quite helpful.
    Incentivized
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    Professional Services
    Unbounce
    Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
    Incentivized
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    SAP
    No answers on this topic
    Return on Investment
    Unbounce
    • Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
    Incentivized
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    SAP
    • Positive Impact: SAP Sales Cloud can lead to increased sales efficiency by automating manual tasks, streamlining workflows, and providing real-time access to customer data. This can result in sales teams spending more time on revenue-generating activities.
    • Negative Impact: The initial costs associated with implementing SAP Sales Cloud, including licensing, customization, and training, can be significant. If not managed properly, this may impact the short-term financials and the expected payback period.
    • Negative Impact: The comprehensive features of SAP Sales Cloud might result in a steeper learning curve for users. If not addressed through adequate training and change management, this complexity can temporarily impact productivity.
    Incentivized
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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.Product screenshotProduct screenshot

    SAP Sales Cloud Screenshots

    Screenshot of the SAP Sales Cloud dashboard, where users can can automate critical selling processes and give sellers AI-based recommendations. The dashboard features:
Cloud deployment
A unified view of customers
An optimised mobile selling experience
AI-driven insights, recommendations, and analytics
Embedded generative AI highlights and summarization