Compare Apptivo and Insightly CRM 
At a Glance
Market Segments
Small-Business (82.5% of reviews)
Small-Business (73.0% of reviews)
Entry-Level Pricing
$20.00 1 User Per Month
$29/ user, per month (billed annually)
Apptivo
Star Rating
(206)4.4 out of 5
Market Segments
Small-Business (82.5% of reviews)
Entry-Level Pricing
$20.00 1 User Per Month
Browse all 4 pricing plansInsightly CRM
Star Rating
(915)4.2 out of 5
Market Segments
Small-Business (73.0% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Apptivo excels in Quality of Support with a score of 9.0, while Insightly CRM falls behind at 8.0. Reviewers mention that Apptivo's support team is responsive and helpful, making it easier for small businesses to resolve issues quickly.
- Reviewers mention that Apptivo's Sales Force Automation features, particularly in Opportunity & Pipeline Management, scored 7.7, which is lower than Insightly CRM's 8.2. Users on G2 highlight that Insightly provides a more intuitive interface for tracking sales opportunities.
- Users say that Apptivo shines in Customer Contract Management with a score of 7.5, compared to Insightly's 8.0. Reviewers mention that Insightly offers better tools for managing contracts and tracking customer agreements effectively.
- G2 users report that Apptivo's Email Marketing capabilities, particularly in Automated Email Responses, scored 7.8, while Insightly CRM scored higher at 7.6. Users mention that Apptivo's email automation features are straightforward and user-friendly.
- Reviewers mention that Apptivo's Task Management features, especially in Recurring Tasks, scored an impressive 8.9, while Insightly's features in this area are less robust. Users report that Apptivo makes it easy to set up and manage recurring tasks, which is crucial for daily operations.
- Users on G2 highlight that Apptivo's Integration capabilities, particularly in Data Import & Export Tools, scored 8.0, while Insightly's scored 7.5. Reviewers mention that Apptivo provides a more seamless experience for importing and exporting data, which is essential for businesses looking to maintain accurate records.
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Pricing
Entry-Level Pricing
Apptivo
Lite
$20.00
1 User Per Month
- 18 Apps
- 100 Custom Fields per app
- 25 Workflows
Free Trial
Apptivo
Free Trial is available
Insightly CRM
Free Trial is available
Ratings
Meets Requirements
8.5
162
8.2
773
Ease of Use
8.3
168
8.4
778
Ease of Setup
7.8
100
8.3
334
Ease of Admin
8.1
98
8.5
332
Quality of Support
9.0
161
8.0
661
Has the product been a good partner in doing business?
9.0
96
8.5
317
Product Direction (% positive)
8.6
162
7.9
748
Features by Category
Sales Force Automation
8.3
98
|
Verified
8.4
607
|
Verified
6.6
60
Feature Not Available
7.7
92
|
Verified
8.2
582
|
Verified
8.1
85
|
Verified
8.1
610
|
Verified
7.1
56
|
Verified
7.5
336
|
Verified
7.1
68
|
Verified
8.0
439
|
Verified
7.6
71
|
Verified
7.5
325
|
Verified
7.7
69
|
Verified
7.6
335
|
Verified
7.5
70
|
Verified
8.0
409
|
Verified
Marketing Automation
6.9
69
|
Verified
7.6
393
|
Verified
7.0
61
|
Verified
Feature Not Available
7.9
83
|
Verified
8.1
510
|
Verified
6.4
55
7.5
326
|
Verified
Customer Support
7.4
67
|
Verified
7.8
380
7.9
68
|
Verified
7.8
385
7.5
66
|
Verified
7.9
445
7.7
63
7.6
311
|
Verified
7.5
58
|
Verified
7.8
347
Reporting & Analytics
7.1
77
|
Verified
7.9
513
|
Verified
7.8
79
|
Verified
7.9
536
|
Verified
6.5
57
|
Verified
7.6
374
|
Verified
Mobile & Social
6.3
56
7.8
343
|
Verified
6.5
59
7.8
339
|
Verified
7.5
64
|
Verified
7.8
403
|
Verified
Platform
8.2
73
|
Verified
7.9
304
|
Verified
7.6
64
|
Verified
8.1
299
|
Verified
8.1
70
|
Verified
8.4
310
|
Verified
7.0
54
7.9
205
|
Verified
6.0
48
7.2
78
7.0
57
|
Verified
7.6
240
|
Verified
8.2
65
|
Verified
8.3
311
|
Verified
7.3
59
|
Verified
7.6
205
|
Verified
Integration
7.5
63
|
Verified
8.0
278
|
Verified
6.7
52
|
Verified
7.7
228
|
Verified
6.5
47
7.3
217
|
Verified
Generative AI
Feature Not Available
Feature Not Available
Email Marketing
6.9
17
Not enough data
7.8
20
Not enough data
7.9
16
Not enough data
7.3
18
Not enough data
8.1
21
Not enough data
7.3
15
Not enough data
7.8
15
Not enough data
7.3
11
Not enough data
5.9
13
Not enough data
Reporting & Analytics
6.7
15
Not enough data
7.8
19
Not enough data
Platform
7.5
10
Not enough data
6.0
8
Not enough data
7.9
11
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Integration
8.0
11
Not enough data
5.6
6
Not enough data
5.5
7
Not enough data
6.5
9
Not enough data
5.3
6
Not enough data
4.7
5
Not enough data
Ticket and Case Management
9.0
7
|
Verified
Not enough data
9.3
7
|
Verified
Not enough data
8.5
8
|
Verified
Not enough data
8.3
7
|
Verified
Not enough data
7.4
7
Not enough data
7.6
7
|
Verified
Not enough data
7.9
8
Not enough data
9.0
8
|
Verified
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Communication Channels
8.1
7
|
Verified
Not enough data
8.5
8
|
Verified
Not enough data
8.8
8
Not enough data
7.4
7
Not enough data
6.9
7
|
Verified
Not enough data
Platform
Not enough data
Not enough data
9.0
5
|
Verified
Not enough data
9.7
5
|
Verified
Not enough data
Not enough data
Not enough data
9.8
7
|
Verified
Not enough data
8.6
7
|
Verified
Not enough data
Tasks
8.5
17
|
Verified
Not enough data
8.3
17
|
Verified
Not enough data
8.5
18
|
Verified
Not enough data
8.5
16
|
Verified
Not enough data
8.1
17
|
Verified
Not enough data
Feature Not Available
Not enough data
8.2
17
|
Verified
Not enough data
Feature Not Available
Not enough data
Projects
8.6
15
|
Verified
Not enough data
8.3
15
|
Verified
Not enough data
7.7
14
|
Verified
Not enough data
8.1
15
|
Verified
Not enough data
8.2
17
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.6
16
|
Verified
Not enough data
Feature Not Available
Not enough data
8.0
14
|
Verified
Not enough data
7.8
13
|
Verified
Not enough data
Resource Management
8.5
14
|
Verified
Not enough data
8.2
14
|
Verified
Not enough data
7.9
17
|
Verified
Not enough data
Project Monitoring
8.2
12
|
Verified
Not enough data
8.1
12
|
Verified
Not enough data
9.0
16
|
Verified
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Bill Generation
8.9
12
Not enough data
8.6
13
Not enough data
8.5
11
Not enough data
Bill Processing
8.8
12
Not enough data
8.2
10
Not enough data
8.8
12
Not enough data
Integration
8.5
11
Not enough data
8.9
11
Not enough data
7.7
10
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Before the Job
9.1
20
Not enough data
7.7
17
Not enough data
8.0
21
Not enough data
8.4
17
Not enough data
On the Job
8.0
17
Not enough data
8.1
18
Not enough data
8.1
16
Not enough data
8.0
18
Not enough data
8.1
15
Not enough data
After the Job
8.1
19
Not enough data
7.1
17
Not enough data
8.0
17
Not enough data
8.7
18
Not enough data
Data Sourcing
Not enough data
8.2
30
Not enough data
8.6
38
Not enough data
8.3
30
Not enough data
8.7
35
Not enough data
8.0
31
Predictive Analytics
Not enough data
8.1
32
Not enough data
8.0
33
Not enough data
8.1
28
Not enough data
7.9
30
Sales Management
Not enough data
8.5
33
Not enough data
8.1
26
Not enough data
8.8
28
Not enough data
8.8
35
Time Tracking
7.3
17
Not enough data
8.0
18
Not enough data
7.9
17
Not enough data
Client Invoicing
9.1
13
Not enough data
9.0
12
Not enough data
Feature Not Available
Not enough data
Mobile Time Tracking
8.1
14
Not enough data
Administration
8.5
14
Not enough data
8.3
15
Not enough data
8.4
15
Not enough data
8.6
12
Not enough data
8.8
15
Not enough data
Platform
8.4
15
Not enough data
9.4
12
Not enough data
8.9
11
Not enough data
9.0
15
Not enough data
8.6
13
Not enough data
Feature Not Available
Not enough data
Categories
Categories
Shared Categories
Apptivo and Insightly CRM are categorized as CRM
Unique Categories
Apptivo is categorized as Time Tracking, Billing, Help Desk, Field Service Management, Project Management, and Email Marketing
Insightly CRM is categorized as Sales Analytics and Sales Platforms
Reviews
Reviewers' Company Size
Apptivo
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Insightly CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Construction
7.0%
Information Technology and Services
6.5%
Marketing and Advertising
6.0%
Financial Services
4.0%
Computer Software
4.0%
Other
72.6%
Marketing and Advertising
10.1%
Information Technology and Services
6.1%
Construction
4.6%
Computer Software
4.1%
Financial Services
4.0%
Other
71.1%
Most Helpful Reviews
Apptivo
Most Helpful Favorable Review
Vernessa T.
Verified User in Writing and Editing
I like how detail views are available from most places; call logs, projects, tasks, notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One...
Most Helpful Critical Review
Cara F.
Verified User in Biotechnology
Basic reporting - no "bells and whistles" / "fancy" reports
Insightly CRM
Most Helpful Favorable Review
Ruban K.
Verified User in Accounting
Add opportunity => add task => create organizations => add contacts => create projects => set pipe lines => synchronize emails is what Insightly can do for you. It looks very simple at first. I tried Insightly for Google apps and hence the Google...
Most Helpful Critical Review
Verified User in Information Services
The support model is just terrible. Email support ONLY where as a paying customer youre lucky if you get a response once every 10 days. Syncing with Exchange 2010 doesnt work properly Reporting is hideous and amateurish and there are no custom reports...
Vernessa T.
Verified User in Writing and Editing
I like how detail views are available from most places; call logs, projects, tasks, notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One...
Ruban K.
Verified User in Accounting
Add opportunity => add task => create organizations => add contacts => create projects => set pipe lines => synchronize emails is what Insightly can do for you. It looks very simple at first. I tried Insightly for Google apps and hence the Google...
Cara F.
Verified User in Biotechnology
Basic reporting - no "bells and whistles" / "fancy" reports
Verified User in Information Services
The support model is just terrible. Email support ONLY where as a paying customer youre lucky if you get a response once every 10 days. Syncing with Exchange 2010 doesnt work properly Reporting is hideous and amateurish and there are no custom reports...
Alternatives
Discussions
Do I have to pay for each app I use?
1 comment
Official Response from Apptivo
No, all apps are included within the single monthly price, offering unparalleled value for your business.Read more
Can I access Apptivo Apps using my Mobile phone?
1 comment
Official Response from Apptivo
Apptivo is accessible through all mobile phones using our Android, iOS, or Windows apps. You can also use your mobile web browser to access Apptivo as well.Read more
Do I need an experienced IT consultant to setup/manage my account?
1 comment
Official Response from Apptivo
No that’s not needed. If you are just getting started, you should be able to navigate around the various Apps and get started with the ones that are most...Read more
What is the best of linking email to insightly?
2 comments
MK
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 comment
CL
Insightly has integration capabilities with MailChimp.Read more
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