Compare Apptivo and Insightly CRM
At a Glance
Market Segments
Small-Business (81.9% of reviews)
Small-Business (73.3% of reviews)
Entry-Level Pricing
$20.00 1 User Per Month
$29/ user, per month (billed annually)
Apptivo
Star Rating
(222)4.4 out of 5
Market Segments
Small-Business (81.9% of reviews)
Pros & Cons
Entry-Level Pricing
$20.00 1 User Per Month
Browse all 4 pricing plans
Insightly CRM
Star Rating
(941)4.2 out of 5
Market Segments
Small-Business (73.3% of reviews)
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plans
Apptivo vs Insightly CRM
When assessing the two solutions, reviewers found Insightly CRM easier to use, set up, and administer. However, reviewers preferred doing business with Apptivo overall.
- Reviewers felt that Apptivo meets the needs of their business better than Insightly CRM.
- When comparing quality of ongoing product support, reviewers felt that Apptivo is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Apptivo over Insightly CRM.
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
175
8.2
799
Ease of Use
8.3
181
8.4
804
Ease of Setup
7.8
110
8.3
360
Ease of Admin
8.1
105
8.5
337
Quality of Support
9.0
173
8.0
684
Has the product been a good partner in doing business?
8.9
103
8.5
321
Product Direction (% positive)
8.7
174
8.0
772
Features by Category
Sales Force Automation
8.3
106
|
Verified
8.5
627
|
Verified
6.6
67
Feature Not Available
7.7
100
|
Verified
8.3
598
|
Verified
8.1
93
|
Verified
8.1
626
|
Verified
7.1
63
|
Verified
7.5
349
|
Verified
7.2
75
|
Verified
8.0
452
|
Verified
7.7
78
|
Verified
7.5
338
|
Verified
7.7
76
|
Verified
7.6
348
|
Verified
7.6
77
|
Verified
8.0
422
|
Verified
Marketing Automation
6.9
77
|
Verified
7.6
406
|
Verified
7.1
69
|
Verified
Feature Not Available
7.9
91
|
Verified
8.1
523
|
Verified
6.3
62
7.5
339
|
Verified
Customer Support
7.6
75
|
Verified
7.8
394
8.0
76
|
Verified
7.8
400
7.6
74
|
Verified
7.9
460
7.9
70
7.6
325
|
Verified
7.7
66
|
Verified
7.8
361
Reporting & Analytics
7.0
84
|
Verified
7.9
530
|
Verified
7.8
86
|
Verified
7.9
553
|
Verified
6.5
63
|
Verified
7.6
387
|
Verified
Mobile & Social
6.4
63
7.8
356
|
Verified
6.6
65
7.7
352
|
Verified
7.4
71
|
Verified
7.8
416
|
Verified
Platform
8.1
82
|
Verified
7.9
317
|
Verified
7.7
73
|
Verified
8.1
310
|
Verified
8.2
78
|
Verified
8.4
322
|
Verified
7.0
61
8.0
215
|
Verified
6.0
55
7.2
87
7.1
64
|
Verified
7.6
252
|
Verified
8.1
72
|
Verified
8.3
319
|
Verified
7.4
66
|
Verified
7.6
214
|
Verified
Integration
7.5
70
|
Verified
8.0
288
|
Verified
6.8
59
|
Verified
7.6
237
|
Verified
6.6
54
7.3
223
|
Verified
Generative AI
6.9
24
6.9
27
Agentic AI - CRM
Not enough data
7.6
7
Not enough data
8.3
7
Not enough data
7.9
7
Not enough data
8.1
7
Not enough data
7.8
6
Not enough data
7.4
7
Not enough data
7.6
7
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
8.3
21
|
Verified
Not enough data
8.2
21
|
Verified
Not enough data
8.3
22
|
Verified
Not enough data
8.4
20
|
Verified
Not enough data
8.1
21
|
Verified
Not enough data
Feature Not Available
Not enough data
8.3
21
|
Verified
Not enough data
Feature Not Available
Not enough data
Projects
8.7
19
|
Verified
Not enough data
8.4
19
|
Verified
Not enough data
7.7
17
|
Verified
Not enough data
8.0
19
|
Verified
Not enough data
8.2
21
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.7
20
|
Verified
Not enough data
Feature Not Available
Not enough data
7.8
18
|
Verified
Not enough data
7.5
17
|
Verified
Not enough data
Resource Management
8.2
18
|
Verified
Not enough data
8.0
18
|
Verified
Not enough data
7.9
21
|
Verified
Not enough data
Project Monitoring
7.9
16
|
Verified
Not enough data
7.9
16
|
Verified
Not enough data
8.6
20
|
Verified
Not enough data
Generative AI
7.1
7
Not enough data
7.1
7
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
8.2
35
Not enough data
8.6
43
Not enough data
8.3
35
Not enough data
8.7
41
Not enough data
8.0
36
Predictive Analytics
Not enough data
7.9
37
Not enough data
7.9
38
Not enough data
7.8
33
Not enough data
7.8
35
Sales Management
Not enough data
8.5
37
Not enough data
8.1
30
Not enough data
8.7
32
Not enough data
8.8
39
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Time Tracking
7.5
19
Not enough data
8.2
21
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
6.5%
Construction
6.5%
Marketing and Advertising
6.1%
Financial Services
3.7%
Telecommunications
3.7%
Other
73.4%
Marketing and Advertising
10.0%
Information Technology and Services
6.1%
Construction
4.8%
Computer Software
4.0%
Financial Services
3.9%
Other
71.2%
Alternatives
Discussions
Is Apptivo compatible with all Browsers?
1 Comment
Official Response from Apptivo
Apptivo works with FireFox, Chrome, Safari and Internet Explorer. We strive hard to keep up with browser releases, but there is generally a lag between a new...Read more
How do I restrict the Apps that each employee can access?
1 Comment
Official Response from Apptivo
There is a ‘Roles’ section in the employee definition/maintenance page. You can assign the appropriate roles for each employee, which will ensure they have...Read more
How secure is my data?
1 Comment
Official Response from Apptivo
We are an SSAE16 certified organization which employs several levels of security to ensure that your data is safe and secure:
Communication Layer
All the...Read more
What is Insightly CRM used for?
2 Comments
B
The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship...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 sales anayltics options come with the platform?
1 Comment
Official Response from Insightly CRM
Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand...Read more
