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Compare Apptivo and Insightly CRM 
At a Glance
Market Segments
Small-Business (82.3% of reviews)
Small-Business (73.1% of reviews)
Entry-Level Pricing
$20.00 1 User Per Month
$29/ user, per month (billed annually)
Apptivo
Star Rating
(214)4.4 out of 5
Market Segments
Small-Business (82.3% of reviews)
Entry-Level Pricing
$20.00 1 User Per Month
Browse all 4 pricing plansInsightly CRM
Star Rating
(922)4.2 out of 5
Market Segments
Small-Business (73.1% 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 Contact & Account Management (8.3), are slightly less robust than Insightly's (8.4). Users on G2 appreciate Insightly's intuitive interface for managing customer relationships.
- Users say that Apptivo's Ease of Setup is rated at 7.8, which some find challenging compared to Insightly's 8.3. Reviewers mention that Insightly provides a more straightforward onboarding process, making it easier for new users to get started.
- G2 users report that Apptivo's Task Management features, particularly Recurring Tasks (8.9), are highly rated, while Insightly's capabilities in this area are not as strong. Users appreciate the flexibility and ease of use in Apptivo's task management system.
- Reviewers mention that Insightly CRM shines in Marketing Automation, especially in Lead Management (8.1), compared to Apptivo's 7.9. Users report that Insightly's tools for tracking and nurturing leads are more effective for their marketing strategies.
- Users on G2 highlight that Apptivo's Customization options (8.2) are more versatile than Insightly's (7.9). Reviewers say that Apptivo allows for greater flexibility in tailoring the software to meet specific business needs, which is a significant advantage for many small businesses.
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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
171
8.2
780
Ease of Use
8.3
177
8.4
785
Ease of Setup
7.8
107
8.3
341
Ease of Admin
8.1
103
8.5
335
Quality of Support
9.1
169
8.0
667
Has the product been a good partner in doing business?
9.0
101
8.5
320
Product Direction (% positive)
8.7
171
7.9
755
Features by Category
Sales Force Automation
8.3
103
|
Verified
8.5
612
|
Verified
6.6
65
Feature Not Available
7.6
97
|
Verified
8.2
587
|
Verified
8.1
90
|
Verified
8.1
615
|
Verified
7.1
61
|
Verified
7.5
341
|
Verified
7.2
73
|
Verified
8.0
444
|
Verified
7.7
76
|
Verified
7.5
330
|
Verified
7.7
74
|
Verified
7.6
340
|
Verified
7.5
75
|
Verified
8.0
414
|
Verified
Marketing Automation
6.9
75
|
Verified
7.6
398
|
Verified
7.1
67
|
Verified
Feature Not Available
7.9
89
|
Verified
8.1
515
|
Verified
6.3
60
7.5
331
|
Verified
Customer Support
7.6
73
|
Verified
7.8
385
8.0
74
|
Verified
7.8
390
7.6
72
|
Verified
7.9
450
7.8
68
7.6
316
|
Verified
7.6
64
|
Verified
7.8
352
Reporting & Analytics
7.0
82
|
Verified
7.9
517
|
Verified
7.8
84
|
Verified
7.9
540
|
Verified
6.5
62
|
Verified
7.6
378
|
Verified
Mobile & Social
6.4
61
7.8
347
|
Verified
6.6
64
7.8
343
|
Verified
7.5
69
|
Verified
7.8
407
|
Verified
Platform
8.1
80
|
Verified
8.0
310
|
Verified
7.7
71
|
Verified
8.1
305
|
Verified
8.2
76
|
Verified
8.4
316
|
Verified
7.1
59
8.0
210
|
Verified
6.0
53
7.3
83
7.1
62
|
Verified
7.6
245
|
Verified
8.2
70
|
Verified
8.3
316
|
Verified
7.4
64
|
Verified
7.6
210
|
Verified
Integration
7.5
68
|
Verified
8.0
283
|
Verified
6.8
57
|
Verified
7.7
232
|
Verified
6.6
52
7.3
220
|
Verified
Generative AI
7.0
23
6.6
20
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Ticket and Case Management
9.3
10
|
Verified
Not enough data
9.3
10
|
Verified
Not enough data
8.6
11
|
Verified
Not enough data
8.7
10
|
Verified
Not enough data
7.8
10
Not enough data
8.2
10
|
Verified
Not enough data
8.2
11
Not enough data
9.1
11
|
Verified
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Help Desk
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication Channels
8.3
10
|
Verified
Not enough data
8.8
11
|
Verified
Not enough data
9.1
11
Not enough data
7.8
10
Not enough data
7.7
10
|
Verified
Not enough data
Platform
9.2
6
|
Verified
Not enough data
9.0
8
|
Verified
Not enough data
9.6
8
|
Verified
Not enough data
6.3
5
|
Verified
Not enough data
9.7
10
|
Verified
Not enough data
9.0
10
|
Verified
Not enough data
Tasks
8.4
20
|
Verified
Not enough data
8.3
20
|
Verified
Not enough data
8.4
21
|
Verified
Not enough data
8.5
19
|
Verified
Not enough data
8.3
20
|
Verified
Not enough data
Feature Not Available
Not enough data
8.2
20
|
Verified
Not enough data
Feature Not Available
Not enough data
Projects
8.6
18
|
Verified
Not enough data
8.3
18
|
Verified
Not enough data
7.7
17
|
Verified
Not enough data
8.1
18
|
Verified
Not enough data
8.3
20
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.8
19
|
Verified
Not enough data
Feature Not Available
Not enough data
7.9
17
|
Verified
Not enough data
7.6
16
|
Verified
Not enough data
Resource Management
8.3
17
|
Verified
Not enough data
8.0
17
|
Verified
Not enough data
7.9
20
|
Verified
Not enough data
Project Monitoring
8.0
15
|
Verified
Not enough data
8.0
15
|
Verified
Not enough data
8.7
19
|
Verified
Not enough data
Generative AI
7.5
6
Not enough data
7.5
6
Not enough data
Agentic AI - Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Bill Generation
8.8
17
Not enough data
8.7
18
Not enough data
8.6
16
Not enough data
Bill Processing
8.6
17
Not enough data
7.9
15
Not enough data
8.3
17
Not enough data
Integration
8.3
16
Not enough data
8.8
16
Not enough data
7.7
15
Not enough data
Agentic AI - Billing
Not enough data
Not enough data
Generative AI
6.9
6
Not enough data
6.9
6
Not enough data
Before the Job
9.0
23
Not enough data
7.8
20
Not enough data
8.1
24
Not enough data
8.2
20
Not enough data
On the Job
7.8
20
Not enough data
7.9
21
Not enough data
8.0
19
Not enough data
7.9
21
Not enough data
8.3
18
Not enough data
After the Job
7.9
22
Not enough data
7.0
20
Not enough data
8.3
20
Not enough data
8.5
21
Not enough data
Agentic AI - Field Service Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.3
31
Not enough data
8.6
39
Not enough data
8.4
31
Not enough data
8.8
36
Not enough data
8.0
32
Predictive Analytics
Not enough data
8.1
33
Not enough data
8.1
34
Not enough data
8.2
29
Not enough data
8.0
31
Sales Management
Not enough data
8.5
34
Not enough data
8.1
27
Not enough data
8.9
29
Not enough data
8.8
36
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Time Tracking
7.5
19
Not enough data
8.1
20
Not enough data
7.9
19
Not enough data
Client Invoicing
9.2
15
Not enough data
9.2
14
Not enough data
Feature Not Available
Not enough data
Mobile Time Tracking
8.0
16
Not enough data
Administration
8.3
16
Not enough data
8.2
17
Not enough data
8.6
17
Not enough data
8.6
14
Not enough data
8.8
17
Not enough data
Platform
8.5
17
Not enough data
9.4
14
Not enough data
9.0
13
Not enough data
9.0
17
Not enough data
8.4
15
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, and Project Management
Insightly CRM is categorized as Sales Analytics
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
Information Technology and Services
6.7%
Construction
6.7%
Marketing and Advertising
6.2%
Telecommunications
3.8%
Real Estate
3.8%
Other
72.9%
Marketing and Advertising
10.0%
Information Technology and Services
6.1%
Construction
4.7%
Computer Software
4.1%
Financial Services
4.0%
Other
71.2%
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
Jonathan C.
Verified User in Events Services
i think some change on Graphical user Interface to make it more pleasant on the eyes of new user
Insightly CRM
Most Helpful Favorable Review
Andrés S.
Verified User in Construction
What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the...
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...
Andrés S.
Verified User in Construction
What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the...
Jonathan C.
Verified User in Events Services
i think some change on Graphical user Interface to make it more pleasant on the eyes of new user
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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