Link copied to clipboard

# Apptivo vs Insightly CRM Comparison - What are their main differences?

Share
[
Export
](/compare/apptivo/insightly-crm/export.csv)

ApptivoInsightly CRM[+ Add Product](#)

Reviews

**Apptivo** [

4.4/5(225)

](https://www.g2.com/products/apptivo/reviews#reviews)

**Insightly CRM** [

4.2/5(946)

](https://www.g2.com/products/insightly-crm/reviews#reviews)

Pricing

**Apptivo**
Free Trial

**$20.00** 1 User Per Month · Lite

**Insightly CRM**
Free Trial

**$29** / user, per month (billed annually) · Plus

**Pricing Insights**
from reviews

Time to Implement

**Apptivo**
2 months

Based on 61 responses

**Insightly CRM**
1 monthFaster

Based on 207 responses

Return on Investment

**Apptivo**
11 months

Based on 43 responses

**Insightly CRM**
11 months

Based on 154 responses

Perceived Cost

**Apptivo**
$$$$$

**Insightly CRM**
$$$$$

Average Discount

**Apptivo**
6%

**Insightly CRM**
9%3% more

 ![Apptivo](https://images.g2crowd.com/uploads/product/hd_favicon/1506091930/apptivo.svg "Apptivo")

 ![Insightly CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Insightly CRM")

G2 offers free advice on this comparison.

Chat with an expert

How do we contact you?

 ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message

 ![](/assets/advisor_router/phone_call-c9171db19e0526ecaea5fcbe1122f2ba459d8ab314c830a23440e5a1a536d62f.svg)Phone Call

Who do you want to talk with?

 ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg)AI Agent

 ![](/assets/advisor_router/human-26a980d7eed0089d422337af1b2588329a59f3fec5a0eff6d1b43312553d4c7b.svg)Human

Pros & Cons

**Apptivo**
[
Customer Support (33)
](https://www.g2.com/products/apptivo/reviews?filters%5Bsentiment_snippet%5D=1362522&qs=pros-and-cons#reviews)[
Helpful (21)
](https://www.g2.com/products/apptivo/reviews?filters%5Bsentiment_snippet%5D=1362443&qs=pros-and-cons#reviews)[
Learning Curve (11)
](https://www.g2.com/products/apptivo/reviews?filters%5Bsentiment_snippet%5D=1359584&qs=pros-and-cons#reviews)[
Missing Features (11)
](https://www.g2.com/products/apptivo/reviews?filters%5Bsentiment_snippet%5D=1361624&qs=pros-and-cons#reviews)

**Insightly CRM**
[
Ease of Use (20)
](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564738&qs=pros-and-cons#reviews)[
Easy Customization (8)
](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564723&qs=pros-and-cons#reviews)[
Learning Curve (7)
](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564351&qs=pros-and-cons#reviews)[
Limited Customization (7)
](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564006&qs=pros-and-cons#reviews)

Integrations

**Apptivo**
Not enough data

**Insightly CRM**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_03f4c2e785b8fc7c8fb27969776e8cfc/engage-by-cloudresearch.png "Product Avatar Image")

Engage by CloudResearch

](https://www.g2.com/products/engage-by-cloudresearch/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e6691c2017a7f50824d2f1f0375bdbd8/harvest.png "Product Avatar Image")

Harvest

](https://www.g2.com/products/harvest/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8e123398655ea08944802dc11fbc74e6/intuit-mailchimp-email-marketing.png "Product Avatar Image")

Intuit Mailchimp Email...

](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_69054bc7d40597b06fc3905720ccc914/microsoft-outlook.png "Product Avatar Image")

Outlook

](https://www.g2.com/products/microsoft-outlook/reviews)[
View all
](https://www.g2.com/products/insightly-crm/integrations)

Screenshots

**Apptivo**
 ![Apptivo screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/69103/bg1-_1_.png)

**Insightly CRM**
 ![Insightly CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/100041/Insightly-dashboard-2020.png)

Ratings

Meets Requirements

**Apptivo**

8.4

8.4177

**Insightly CRM**

8.2

8.2804

Ease of Use

**Apptivo**

8.3

8.3183

**Insightly CRM**

8.4

8.4809

Ease of Setup

**Apptivo**

7.8

7.8112

**Insightly CRM**

8.3

8.3365

Ease of Admin

**Apptivo**

8.1

8.1106

**Insightly CRM**

8.5

8.5339

Quality of Support

**Apptivo**

9.0

9.0175

**Insightly CRM**

8.0

8.0687

Has the product been a good partner in doing business?

**Apptivo**

8.9

8.9104

**Insightly CRM**

8.5

8.5323

Product Direction (% positive)

**Apptivo**

8.7

8.7176

**Insightly CRM**

8.0

8.0776

Features

CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);)

7.4

135

7.8

737

Sales Force Automation

Contact & Account Management

8.3

107

|

Verified

8.5(won by 0.2)

631

|

Verified

Opportunity & Pipeline Mgmt.

7.7

100

|

Verified

8.3(won by 0.6)

602

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Task / Activity Management

8.1(tied score)

94

|

Verified

8.1(tied score)

629

|

Verified

Territory & Quota Management

7.1

63

|

Verified

7.5(won by 0.4)

349

|

Verified

Desktop Integration

7.2

75

|

Verified

8.0(won by 0.8)

452

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Product & Price List Management

7.7(won by 0.2)

78

|

Verified

7.5

338

|

Verified

Quote & Order Management

7.7(won by 0.1)

76

|

Verified

7.6

348

|

Verified

Customer Contract Management

7.6

77

|

Verified

8.0(won by 0.4)

423

|

Verified

Partner Relationship Mgmt. (PRM)

6.6(won by default)

67

Feature Not Available

Contract/License Management

Not enough data

Not enough data

Marketing Automation

Email Marketing

6.9

77

|

Verified

7.6(won by 0.7)

406

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Lead Management

7.9

91

|

Verified

8.1(won by 0.2)

524

|

Verified

Marketing ROI Analytics

6.3

62

7.5(won by 1.2)

339

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Campaign Management

7.1(won by default)

69

|

Verified

Feature Not Available

Email Management

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Deal Management

Not enough data

Not enough data

Customer Support

Case Management

7.6

75

|

Verified

7.8(won by 0.2)

394

Customer Support Portal

8.0(won by 0.2)

76

|

Verified

7.8

400

Knowledge Base

7.6

74

|

Verified

7.9(won by 0.3)

461

Call Center Features

7.9(won by 0.3)

70

7.6

325

|

Verified

Support Analytics

7.7

66

|

Verified

7.8(won by 0.1)

361

Workflow Management

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Pipeline Management

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Channel Management

Not enough data

Not enough data

Commission Management

Not enough data

Not enough data

Field Sales Management

Not enough data

Not enough data

Reporting & Analytics

Reporting

7.0

85

|

Verified

7.9(won by 0.9)

531

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Dashboards

7.8

86

|

Verified

7.9(won by 0.1)

554

|

Verified

Forecasting

6.5

63

|

Verified

7.6(won by 1.1)

387

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Mobile & Social

Social Collaboration Features

6.4

63

7.8(won by 1.4)

356

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Social Network Integration

6.6

65

7.7(won by 1.1)

352

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Mobile User Support

7.4

71

|

Verified

7.8(won by 0.4)

416

|

Verified

Third-Party Integrations

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Customer Support

Not enough data

Not enough data

Multi-Channel Social Integration

Not enough data

Not enough data

Platform

Customization

8.1(won by 0.2)

82

|

Verified

7.9

317

|

Verified

Workflow Capability

7.7

73

|

Verified

8.1(won by 0.4)

311

|

Verified

User, Role, and Access Management

8.2

78

|

Verified

8.4(won by 0.2)

323

|

Verified

Internationalization

7.0

61

8.0(won by 1.0)

215

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Sandbox / Test Environments

6.0

55

7.2(won by 1.2)

87

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Document & Content Mgmt.

7.1

64

|

Verified

7.6(won by 0.5)

252

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Performance and Reliability

8.1

72

|

Verified

8.3(won by 0.2)

322

|

Verified

Output Document Generation

7.4

66

|

Verified

7.6(won by 0.2)

214

|

Verified

Mobile Access

Not enough data

Not enough data

Lead Generation

Not enough data

Not enough data

Integration

Data Import & Export Tools

7.5

70

|

Verified

8.0(won by 0.5)

289

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Integration APIs

6.8

59

|

Verified

7.6(won by 0.8)

237

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Breadth of Partner Applications

6.6

54

7.3(won by 0.7)

223

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Third-Party Integration

Not enough data

Not enough data

Internal Chat Integration

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Generative AI

AI Text Generation

6.9(tied score)

24

6.9(tied score)

27

Generative AI

Not enough data

Not enough data

Proposal Generation

Not enough data

Not enough data

Agentic AI - CRM

Autonomous Task Execution

Not enough data

7.6(won by default)

7

Multi-step Planning

Not enough data

8.3(won by default)

7

Cross-system Integration

Not enough data

7.9(won by default)

7

Adaptive Learning

Not enough data

8.1(won by default)

7

Natural Language Interaction

Not enough data

7.8(won by default)

6

Proactive Assistance

Not enough data

7.4(won by default)

7

Decision Making

Not enough data

7.6(won by default)

7

Calendar/Reminder System

Not enough data

Not enough data

Additional Functionality

Search/Filter

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Batch Processing

Not enough data

Not enough data

Email Tracking

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Pipeline Reports

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Segmentation

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

Referral Tracking

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Customer Journey Mapping

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Data Security

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Calendar Sync

Not enough data

Not enough data

For Startups

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

For iPad Devices

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

For Mac Devices

Not enough data

Not enough data

Landing Pages/Web Forms

Not enough data

Not enough data

Lead Nurturing

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Web-based Deployment

Not enough data

Not enough data

Softphone

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Email Sequences

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Lead Assignment

Not enough data

Not enough data

For Small Businesses

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Business Card/Badge Scanning

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Customer Social Profiles

Not enough data

Not enough data

Social Promotion

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Social Media Monitoring

Not enough data

Not enough data

Customer Engagement

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

Brand Tracking

Not enough data

Not enough data

Audience Targeting

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Time Tracking[Hide 85 FeaturesShow 85 Features](javascript:void(0);)

8.6

27

Not enough data

Additional Functionality

Data Import/Export

Not enough data

Not enough data

Estimating

Not enough data

Not enough data

Timer

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Projections

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Budgeting/Forecasting

Not enough data

Not enough data

Resource Allocation & Planning

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Summary Reports

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Automatic Time Capture

Not enough data

Not enough data

Overtime Calculation

Not enough data

Not enough data

Clock In/Out

Not enough data

Not enough data

Productivity Analysis

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Employee Scheduling

Not enough data

Not enough data

Employee Database

Not enough data

Not enough data

Billable & Non-Billable Hours

Not enough data

Not enough data

Usage Tracking/Analytics

Not enough data

Not enough data

Time Tracking

Ease of Completing Timesheets

7.5(won by default)

19

Not enough data

Tracking Time to Project/Task

8.2(won by default)

21

Not enough data

Billable Time Rate Management

7.9(won by default)

19

Not enough data

Reimbursement Management

Not enough data

Not enough data

Task Progress Tracking

Not enough data

Not enough data

Client Invoicing

Invoice Creation and Delivery

9.2(won by default)

15

Not enough data

Electronic Payments

9.2(won by default)

14

Not enough data

Project Accounting / Revenue Recognition

Feature Not Available

Not enough data

Biometric Recognition

Not enough data

Not enough data

Optical Character Recognition

Not enough data

Not enough data

Mobile Time Tracking

Project Time Tracking

8.0(won by default)

16

Not enough data

Expense Tracking

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Time Tracking by Client

Not enough data

Not enough data

Project Tracking

Not enough data

Not enough data

Billable Items Tracking

Not enough data

Not enough data

Attendance Tracking

Not enough data

Not enough data

Vacation/Leave Tracking

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Leave Tracking

Not enough data

Not enough data

Budget Tracking

Not enough data

Not enough data

Online Time Tracking

Not enough data

Not enough data

Offline Time Tracking

Not enough data

Not enough data

Location Tracking

Not enough data

Not enough data

Administration

Business Tool Integration

8.3(won by default)

16

Not enough data

Workflow

8.2(won by default)

17

Not enough data

Automated Reminders

8.6(won by default)

17

Not enough data

Policy Compliance Management

8.6(won by default)

14

Not enough data

User, Role, and Access Management

8.8(won by default)

17

Not enough data

Timesheet Management

Not enough data

Not enough data

Payroll Management

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Platform

Reporting

8.5(won by default)

17

Not enough data

APIs / Integration

9.4(won by default)

14

Not enough data

Internationalization

9.0(won by default)

13

Not enough data

Performance and Reliability

9.0(won by default)

17

Not enough data

Mobile User Support

8.4(won by default)

15

Not enough data

Offline

Feature Not Available

Not enough data

Accounting Integration

Not enough data

Not enough data

QuickBooks Integration

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Payroll Integration

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Help Desk[Hide 74 FeaturesShow 74 Features](javascript:void(0);)

8.7

17

Not enough data

Ticket and Case Management

Ticket Creation User Experience

9.3(won by default)

10

|

Verified

Not enough data

Ticket Response User Experience

9.3(won by default)

10

|

Verified

Not enough data

Workflow

8.6(won by default)

12

|

Verified

Not enough data

Automated Response

8.6(won by default)

11

|

Verified

Not enough data

Service Level Agreement (SLA) Management

7.8(won by default)

10

Not enough data

Attachments/Screencasts

8.2(won by default)

10

|

Verified

Not enough data

Ticket Collaboration

8.2(won by default)

11

Not enough data

Customer/Contact Database

8.9(won by default)

12

|

Verified

Not enough data

Workflow Management

Not enough data

Not enough data

Knowledge Base Management

Not enough data

Not enough data

Ticket Management

Not enough data

Not enough data

Call Center Management

Not enough data

Not enough data

Queue Management

Not enough data

Not enough data

Inbox Management

Not enough data

Not enough data

Support Ticket Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

Not enough data

AI Text Summarization

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Agentic AI - Help Desk

Autonomous Task Execution

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Communication Channels

Customer Portal

8.3(won by default)

10

|

Verified

Not enough data

Email to Case

8.8(won by default)

11

|

Verified

Not enough data

Live Chat Support

9.1(won by default)

11

Not enough data

Social Media Integration

7.8(won by default)

10

Not enough data

Voice

7.7(won by default)

10

|

Verified

Not enough data

Video Chat

Not enough data

Not enough data

Platform

Mobile User Support

9.2(won by default)

6

|

Verified

Not enough data

Customization 

9.0(won by default)

8

|

Verified

Not enough data

User, Role, and Access Management

9.6(won by default)

8

|

Verified

Not enough data

Third-Party Integrations

6.3(won by default)

5

|

Verified

Not enough data

Reporting

9.7(won by default)

10

|

Verified

Not enough data

Activity Dashboard

9.0(won by default)

10

|

Verified

Not enough data

Mobile Access

Not enough data

Not enough data

Additional Functionality

Automated Routing

Not enough data

Not enough data

Chatbot

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Autoresponders

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Conversation Intelligence

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Key Performance Indicators

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Voice Recognition

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Task Automation

Not enough data

Not enough data

IVR

Not enough data

Not enough data

Language Detection

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

API

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Data Security

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Macros/Templated Responses

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Automated Responses

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Personalization

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Project Management[Hide 144 FeaturesShow 144 Features](javascript:void(0);)

8.1

27

Not enough data

Tasks

Creation & Assignment

8.3(won by default)

21

|

Verified

Not enough data

Due Dates

8.2(won by default)

21

|

Verified

Not enough data

Task Prioritization

8.3(won by default)

22

|

Verified

Not enough data

To-Do Lists

8.4(won by default)

20

|

Verified

Not enough data

Dependencies

8.1(won by default)

21

|

Verified

Not enough data

Drag & Drop

8.3(won by default)

21

|

Verified

Not enough data

Mass Updates

Feature Not Available

Not enough data

Recurring Tasks

Feature Not Available

Not enough data

Real-Time Updates

Not enough data

Not enough data

Projects

Planning

8.7(won by default)

19

|

Verified

Not enough data

Project Map

8.4(won by default)

19

|

Verified

Not enough data

GANTT

7.7(won by default)

17

|

Verified

Not enough data

Calendar View

8.0(won by default)

19

|

Verified

Not enough data

Views

8.2(won by default)

21

|

Verified

Not enough data

Templates

8.7(won by default)

20

|

Verified

Not enough data

Time & Expense

7.8(won by default)

18

|

Verified

Not enough data

Methodologies

7.5(won by default)

17

|

Verified

Not enough data

Project Budgeting

Feature Not Available

Not enough data

Issue Tracking

Feature Not Available

Not enough data

Critical Path

Feature Not Available

Not enough data

Project Time Tracking

Not enough data

Not enough data

Bug Tracking

Not enough data

Not enough data

Milestone Tracking

Not enough data

Not enough data

Task Progress Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Project Tracking

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Agile Methodologies

Not enough data

Not enough data

Sprint Planning

Not enough data

Not enough data

Project Planning

Not enough data

Not enough data

Release Planning

Not enough data

Not enough data

Multiple Projects

Not enough data

Not enough data

Multi-Department/Project

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Project Templates

Not enough data

Not enough data

Gantt/Timeline View

Not enough data

Not enough data

Percent-Complete Tracking

Not enough data

Not enough data

Reporting/Project Tracking

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Time Tracking

Not enough data

Not enough data

Traditional Methodologies

Not enough data

Not enough data

Task Planning

Not enough data

Not enough data

Traditional Methodologies

Not enough data

Not enough data

Resource Management

Resource Definiton

8.2(won by default)

18

|

Verified

Not enough data

Capacity

8.0(won by default)

18

|

Verified

Not enough data

Scheduling

7.9(won by default)

21

|

Verified

Not enough data

Task Scheduling

Not enough data

Not enough data

Project Planning/Scheduling

Not enough data

Not enough data

Project Monitoring

Baselining / KPIs

7.9(won by default)

16

|

Verified

Not enough data

Resource Allocation

7.9(won by default)

16

|

Verified

Not enough data

Activity Dashboard

8.6(won by default)

20

|

Verified

Not enough data

Activity Dashboard

Not enough data

Not enough data

Generative AI

AI Text Generation

7.1(won by default)

7

Not enough data

AI Text Summarization

7.1(won by default)

7

Not enough data

Generative AI

Not enough data

Not enough data

Agentic AI - Project Management

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

File Transfer

Not enough data

Not enough data

Additional Functionality

Backlog Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Retrospectives Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Supports Scrum

Not enough data

Not enough data

Team Management

Not enough data

Not enough data

Kanban Board

Not enough data

Not enough data

Request Management

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Charting

Not enough data

Not enough data

@mentions

Not enough data

Not enough data

Planning Tools

Not enough data

Not enough data

Projections

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Project Workflow

Not enough data

Not enough data

Deadline Management

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Resource Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Negative Feedback Management

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Progress Reports

Not enough data

Not enough data

Budget Management

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Requirements Management

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Issue Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Release Management

Not enough data

Not enough data

For IT Project Management

Not enough data

Not enough data

Product Roadmapping

Not enough data

Not enough data

Change Management

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Portfolio Management

Not enough data

Not enough data

Testing/QA Management

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Web-based Deployment

Not enough data

Not enough data

Idea Management

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Availability Management

Not enough data

Not enough data

Productivity Analysis

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Key Performance Indicators

Not enough data

Not enough data

Remote Support

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Network Diagram

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Visualization

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Time Clock

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Daily Reports

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Roadmapping

Not enough data

Not enough data

Iteration Management

Not enough data

Not enough data

Timeline Management

Not enough data

Not enough data

KPI Monitoring

Not enough data

Not enough data

For Small Businesses

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

Messaging

Not enough data

Not enough data

Billing[Hide 90 FeaturesShow 90 Features](javascript:void(0);)

8.4

20

Not enough data

Bill Generation

Templates

8.8(won by default)

17

Not enough data

Digital Billing

8.7(won by default)

18

Not enough data

Recurring Billing

8.6(won by default)

16

Not enough data

Hourly Billing

Not enough data

Not enough data

Contingency Billing

Not enough data

Not enough data

Project Billing

Not enough data

Not enough data

Multi-Period Recurring Billing

Not enough data

Not enough data

Recurring/Subscription Billing

Not enough data

Not enough data

Deferred Billing

Not enough data

Not enough data

Bill Processing

Consolidation

8.6(won by default)

17

Not enough data

Batch Invoicing

7.9(won by default)

15

Not enough data

Management

8.3(won by default)

17

Not enough data

Compliance Management

Not enough data

Not enough data

Purchase Order Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Dunning Management

Not enough data

Not enough data

Master Data Management

Not enough data

Not enough data

Refund Management

Not enough data

Not enough data

Discount Management

Not enough data

Not enough data

Sales Tax Management

Not enough data

Not enough data

Subscription Management

Not enough data

Not enough data

Recurring Invoicing

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Integration

Accounting

8.3(won by default)

16

Not enough data

Payments

8.8(won by default)

16

Not enough data

ERP

7.7(won by default)

15

Not enough data

Mobile Payments

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Agentic AI - Billing

Autonomous Task Execution

Not enough data

Not enough data

Additional Functionality

File Encryption

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Purchasing & Receiving

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Customizable Invoices

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Credit Card Processing

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Fraud Detection

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Dynamic Pricing

Not enough data

Not enough data

Credit Note

Not enough data

Not enough data

Duplicate Detection

Not enough data

Not enough data

Invoice History

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Billing Portal

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Backup and Recovery

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Bulk Send

Not enough data

Not enough data

Invoice Creation

Not enough data

Not enough data

Time & Expense Tracking

Not enough data

Not enough data

API

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Projections

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Event Logs

Not enough data

Not enough data

Invoice Processing

Not enough data

Not enough data

Automated Receipt Matching

Not enough data

Not enough data

Tax Calculation

Not enough data

Not enough data

Payment Processing

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Email Reminders

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Bank Reconciliation

Not enough data

Not enough data

Transaction History

Not enough data

Not enough data

Customer Accounts

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

PCI Compliance

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Multiple Payment Options

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

ACH Payment Processing

Not enough data

Not enough data

Third-Party Integration

Not enough data

Not enough data

Payment Tracking

Not enough data

Not enough data

Batch Processing

Not enough data

Not enough data

Approval Workflow

Not enough data

Not enough data

For Small Businesses

Not enough data

Not enough data

Tax Compliance

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Field Service Management[Hide 118 FeaturesShow 118 Features](javascript:void(0);)

7.9

26

Not enough data

Generative AI

AI Text Summarization

6.9(won by default)

6

Not enough data

AI Image-to-Text

6.9(won by default)

6

Not enough data

Generative AI

Not enough data

Not enough data

Before the Job

Calendar

9.0(won by default)

23

Not enough data

Dispatch

7.8(won by default)

20

Not enough data

Roles

8.1(won by default)

24

Not enough data

Booking

8.2(won by default)

20

Not enough data

On the Job

Location

7.8(won by default)

20

Not enough data

Employee Communication

7.9(won by default)

21

Not enough data

Behavior Monitoring

8.0(won by default)

19

Not enough data

Client Notifications

7.9(won by default)

21

Not enough data

Field Sales

8.3(won by default)

18

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Multi-Location

Not enough data

Not enough data

Payment Collection in the Field

Not enough data

Not enough data

After the Job

Reports

7.9(won by default)

22

Not enough data

Analytics

7.0(won by default)

20

Not enough data

Billing & Invoicing

8.3(won by default)

20

Not enough data

CRM Integrations

8.5(won by default)

21

Not enough data

Accounting Integration

Not enough data

Not enough data

QuickBooks Integration

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Agentic AI - Field Service Management

Autonomous Task Execution

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Additional Functionality

Work Order Management

Not enough data

Not enough data

Checklists

Not enough data

Not enough data

Maintenance Scheduling

Not enough data

Not enough data

Parts Management

Not enough data

Not enough data

Service History

Not enough data

Not enough data

Residential Properties

Not enough data

Not enough data

Vendor Management

Not enough data

Not enough data

Customizable Forms

Not enough data

Not enough data

Purchase Order Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Dispatch Management

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Asset Tracking

Not enough data

Not enough data

Technician Management

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

API

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Job Management

Not enough data

Not enough data

Preventive Maintenance

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Commercial Properties

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Historical Reporting

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Barcode/Ticket Scanning

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Facility Scheduling

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Inspection Management

Not enough data

Not enough data

Inventory Management

Not enough data

Not enough data

Predictive Maintenance

Not enough data

Not enough data

Routing

Not enough data

Not enough data

Forms Management

Not enough data

Not enough data

Chatbot

Not enough data

Not enough data

Documentation Management

Not enough data

Not enough data

File Storage

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

Service Level Agreement (SLA) Management

Not enough data

Not enough data

Personalization and Recommendation

Not enough data

Not enough data

Resource Allocation

Not enough data

Not enough data

GPS

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Scheduling

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Online Time Clock

Not enough data

Not enough data

Workforce Management

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

Productivity Analysis

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Price and Cost Calculations

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Equipment Tracking

Not enough data

Not enough data

Data Capture and Transfer

Not enough data

Not enough data

Time Tracking

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Location Tracking

Not enough data

Not enough data

Route Optimization

Not enough data

Not enough data

Offline Access

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

Knowledge Management

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Customer History

Not enough data

Not enough data

Inventory Control

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Driver ETA

Not enough data

Not enough data

Job Tracking

Not enough data

Not enough data

Automated Scheduling

Not enough data

Not enough data

Customer Management

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Work Order Creation

Not enough data

Not enough data

Equipment Maintenance

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Recurring Appointments

Not enough data

Not enough data

Contractor Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Sales Analytics[Hide 58 FeaturesShow 58 Features](javascript:void(0);)

Not enough data

8.3

47

Agentic AI - Sales Analytics

Autonomous Task Execution

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

CRM Integration

Not enough data

Not enough data

Data Sourcing

Data Sourcing

Not enough data

8.2(won by default)

35

Exporting & Sharing Data

Not enough data

8.6(won by default)

43

Multi-Device Data Visualization

Not enough data

8.3(won by default)

35

Interactive Dashboards

Not enough data

8.7(won by default)

41

Data Segmentation

Not enough data

8.0(won by default)

36

Predictive Analytics

Lead Scoring

Not enough data

7.9(won by default)

37

Opportunity Scoring

Not enough data

7.9(won by default)

38

Risk Analysis

Not enough data

7.8(won by default)

33

Live Forecasting

Not enough data

7.8(won by default)

35

Budgeting/Forecasting

Not enough data

Not enough data

Correlation Analysis

Not enough data

Not enough data

Competitive Analysis

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

Statistical Analysis

Not enough data

Not enough data

Sales Management

Live Pipeline Management

Not enough data

8.5(won by default)

37

Sales Gamification

Not enough data

8.1(won by default)

30

Account-Based Analytics

Not enough data

8.7(won by default)

32

Activity Tracking

Not enough data

8.8(won by default)

39

Predictive Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Additional Functionality

Dynamic Modeling

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

API

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Modeling & Simulation

Not enough data

Not enough data

Exception Reporting

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Graphical Data Presentation

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Business Process Control

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Pipeline Reports

Not enough data

Not enough data

Show 1 feature category with incomplete data

Accounting & Finance[Hide 1 FeatureShow 1 Feature](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Accounting & Finance

Autonomous Task Execution

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Apptivo](https://images.g2crowd.com/uploads/product/hd_favicon/1506091930/apptivo.svg "Apptivo")](https://www.g2.com/products/apptivo/reviews)

Apptivo

Small-Business(50 or fewer emp.)

82.0%

Mid-Market(51-1000 emp.)

13.8%

Enterprise(\> 1000 emp.)

4.1%

[![Insightly CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Insightly CRM")](https://www.g2.com/products/insightly-crm/reviews)

Insightly CRM

Small-Business(50 or fewer emp.)

73.1%

Mid-Market(51-1000 emp.)

20.3%

Enterprise(\> 1000 emp.)

6.6%

Small-Business

(50 or fewer emp.)

82.0%

73.1%

Mid-Market

(51-1000 emp.)

13.8%

20.3%

Enterprise

(\> 1000 emp.)

4.1%

6.6%

Reviewers' Industry

[![Apptivo](https://images.g2crowd.com/uploads/product/hd_favicon/1506091930/apptivo.svg "Apptivo")](https://www.g2.com/products/apptivo/reviews)
Apptivo

Construction

6.5%

Information Technology and Services

6.5%

Marketing and Advertising

6.0%

Computer Software

3.7%

Telecommunications

3.7%

Other

73.6%

[![Insightly CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Insightly CRM")](https://www.g2.com/products/insightly-crm/reviews)
Insightly CRM

Marketing and Advertising

9.9%

Information Technology and Services

6.2%

Construction

4.8%

Computer Software

4.0%

Financial Services

3.9%

Other

71.3%

FAQs

## Apptivo vs Insightly CRM FAQs

Generated using AI

Last updated: August 14, 2026

### What is the difference between Apptivo vs Insightly CRM?

Apptivo stands out for its higher Quality of Support and broader feature set, while Insightly CRM is rated higher for Ease of Setup and Ease of Use.

| [Apptivo](https://www.g2.com/products/apptivo/reviews) | [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) |
| --- | --- |
| 4.4/5 (224 reviews) | 4.2/5 (945 reviews) |
| Small-Business | Small-Business |
| 7.8 | 8.3 |
| 9.0 | 8.0 |
| Customer Support (33 all-time mentions) | Ease of Use (28 all-time mentions) |

### How do the pricing models of Apptivo and Insightly CRM compare?

Apptivo is rated as the stronger value on price and cost satisfaction, with reviewers consistently highlighting its affordability.

- **Apptivo:** Reviewers frequently cite Apptivo as affordable and cost-effective, with several noting its value for small businesses and a free starter plan.
- **Insightly CRM:** Reviewers describe Insightly CRM as cost-effective but mention that advanced features are locked behind higher-tier plans and that pricing can be high for some organizations.
- **Switching-reason:** Recent reviews mention switching to Apptivo for its lower cost and broader feature set, while some Insightly CRM users have transitioned away due to perceived stagnation and pricing concerns.

### What are the best alternatives to Apptivo and Insightly CRM?

The top 3 alternatives to Apptivo and Insightly CRM are Agentforce Sales, HubSpot Sales Hub, and Vtiger All-In-One CRM.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Apptivo](https://www.g2.com/products/apptivo/reviews) | 4.4/5 (224) | Small-Business | Reviewers highlight affordability and cost-effectiveness | Customer Support (33 all-time mentions) |
| [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) | 4.2/5 (945) | Small-Business | Cost-effective, but advanced features require higher tiers | Ease of Use (28 all-time mentions) |
| [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25,876) | Mid-Market | — | Extensive customization and scalability |
| [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5 (13,909) | Small-Business | — | Ease of use and robust automation |
| [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) | 4.3/5 (415) | Small-Business | — | All-in-one functionality and flexibility |

### Which CRM features should I prioritize when comparing Apptivo and Insightly CRM?

Buyers should prioritize Customer Support, Customization, Integrations, Reporting, and Project Management when comparing Apptivo and Insightly CRM.

- **Customer Support:** Apptivo (33 all-time mentions), Insightly CRM (8 all-time mentions)
- **Customization:** Apptivo (14 all-time mentions), Insightly CRM (9 all-time mentions)
- **Integrations:** Apptivo (6 all-time mentions), Insightly CRM (9 all-time mentions)
- **Reporting:** Apptivo (—), Insightly CRM (6 all-time mentions)
- **Project Management:** Both products are frequently cited for project management capabilities in recent reviews

### What are the pros and cons of Apptivo vs Insightly CRM?

Apptivo's headline strength is its customer support, while Insightly CRM is most recognized for its ease of use.

- **Apptivo strengths:** Customer Support (33 all-time mentions), Customization (14), Ease of Use (18), Affordable (7), Integrations (6)
- **Apptivo trade-offs:** Learning Curve (11), Missing Features (11), Limited Features (10), Integration Issues (8)
- **Insightly CRM strengths:** Ease of Use (28), Easy Customization (11), Integrations (9), Feature Richness (9), Reporting (6)
- **Insightly CRM trade-offs:** Learning Curve (9), Limited Customization (7), Limited Features (7), Time-Consuming (6)

### Is Apptivo or Insightly CRM better for small businesses?

Apptivo is the better fit for small businesses, with a strong small-business segment and reviewers highlighting its affordability and support.

- **Apptivo:** Largest segment is Small-Business; reviewers consistently cite ease of use, affordability, and responsive support as key benefits for small teams.
- **Insightly CRM:** Largest segment is Small-Business; reviewers note ease of setup and use, but mention that advanced features may require higher-tier plans, which can impact value for smaller organizations.

### Which CRM platform has better integrations?

Insightly CRM is favored for integrations, with more reviewer-cited integration mentions and broader third-party tool support.

- **Apptivo:** Reviewers mention integrations with G Suite, Office 365, and Slack, with 6 all-time mentions for integrations.
- **Insightly CRM:** Reviewers cite integrations with QuickBooks, Slack, and Mailchimp, with 9 all-time mentions for integrations and additional mentions of Microsoft Teams and marketing automation tools.

### How do Apptivo and Insightly CRM compare on customer support?

Apptivo leads on Quality of Support by a full point (9.0 vs 8.0), a material difference in reviewer satisfaction.

- **Apptivo:** Reviewers consistently praise live, knowledgeable support agents, rapid response times, and personalized assistance, with 33 all-time mentions for customer support.
- **Insightly CRM:** Reviewers describe support as helpful and responsive, but note occasional delays and reliance on automated resources, with 8 all-time mentions for customer support.

### Which is easier to implement, Apptivo or Insightly CRM?

Insightly CRM scores higher on Ease of Setup (8.3 vs 7.8), indicating a smoother implementation experience for most reviewers.

- **Apptivo:** Reviewers describe setup as straightforward for basic use but note a steeper learning curve and more time required for advanced customization and integrations.
- **Insightly CRM:** Reviewers highlight easy and quick setup, minimal training required, and a user-friendly onboarding process, especially for small teams.

### Which product has better Management?

Management is the most frequently mentioned feature across both products, with both Apptivo and Insightly CRM receiving strong reviewer sentiment for management capabilities.

- **Apptivo:** Management is cited as a core benefit in recent reviews, with reviewers highlighting centralized customer, project, and workflow management.
- **Insightly CRM:** Management is frequently praised for organizing contacts, projects, and sales pipelines, with reviewers noting its impact on daily operations and project tracking.

Alternatives

**Apptivo Alternatives**

 ![Vtiger All-In-One CRM](https://images.g2crowd.com/uploads/product/hd_favicon/a2d86d62568770fda034ac56c6e7b87b/vtiger-all-in-one-crm.svg "Vtiger All-In-One CRM")

[
Vtiger All-In-One CRM
](/products/vtiger-all-in-one-crm/reviews)

 ![Bitrix24](https://images.g2crowd.com/uploads/product/hd_favicon/b341f1fc6e58241db30cd7f55f9a4f31/bitrix24.svg "Bitrix24")

[
Bitrix24
](/products/bitrix24/reviews)

 ![Creatio](https://images.g2crowd.com/uploads/product/hd_favicon/1930c008594df667c29cb97114fb1d5a/creatio.svg "Creatio")

[
Creatio
](/products/creatio/reviews)

 ![Salesforce Sales Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Salesforce Sales Cloud")

[
Salesforce Sales Cloud
](/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

**Insightly CRM Alternatives**

 ![Salesforce Sales Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Salesforce Sales Cloud")

[
Salesforce Sales Cloud
](/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

 ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub")

[
HubSpot Sales Hub
](/products/hubspot-sales-hub/reviews)

 ![Pipedrive](https://images.g2crowd.com/uploads/product/hd_favicon/4012f2359ca0b1f88b2455f83adaa4ef/pipedrive.svg "Pipedrive")

[
Pipedrive
](/products/pipedrive/reviews)

 ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM")

[
Zoho
](/products/zoho-crm/reviews)