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Compare Apptivo, WorkBook, and Insightly CRM

Pricing

 
Starter
Free
BASIC
$19
user/month
Plus
$29
/ user, per month (billed annually)
 
Premium
$10
user/month
Professional
$49
/ user, per month (billed annually)
 
Ultimate
$25
user/month
Enterprise
$99
/ user, per month (billed annually)
 
Enterprise
Contact Us
 
Free Trial
Free Trial Unavailable
Free Trial
Apptivo
Starter
Free
Premium
$10user/month
Ultimate
$25user/month
Enterprise
Contact Us
Free Trial
WorkBook
BASIC
$19user/month
Free Trial Unavailable
Insightly CRM
Plus
$29/ user, per month (billed annually)
Professional
$49/ user, per month (billed annually)
Enterprise
$99/ user, per month (billed annually)
Free Trial

Ratings

Meets Requirements
Meets Requirements
7.8
8.6
7.9
Ease of Use
Ease of Use
7.4
7.7
8.2
Ease of Setup
Ease of Setup
7.2
6.7
8.2
Ease of Admin
Ease of Admin
7.4
7.8
8.4
Quality of Support
Quality of Support
8.2
8.2
7.6
Ease of Doing Business With
Ease of Doing Business With
8.3
8.1
8.4
Product Direction (% positive)
Product Direction (% positive)
7.3
7.3
7.6
Meets Requirements
Apptivo
7.8
WorkBook
8.6
Insightly CRM
7.9
Ease of Use
Apptivo
7.4
WorkBook
7.7
Insightly CRM
8.2
Ease of Setup
Apptivo
7.2
WorkBook
6.7
Insightly CRM
8.2
Ease of Admin
Apptivo
7.4
WorkBook
7.8
Insightly CRM
8.4
Quality of Support
Apptivo
8.2
WorkBook
8.2
Insightly CRM
7.6
Ease of Doing Business With
Apptivo
8.3
WorkBook
8.1
Insightly CRM
8.4
Product Direction (% positive)
Apptivo
7.3
WorkBook
7.3
Insightly CRM
7.6

Reviewers' Company Size

Small-Business (50 or fewer emp.)
Small-Business
(50 or fewer emp.)
82.7%
27.3%
81.1%
Mid-Market (51-1000 emp.)
Mid-Market
(51-1000 emp.)
13.5%
45.5%
13.9%
Enterprise (> 1000 emp.)
Enterprise
(> 1000 emp.)
3.8%
27.3%
5.0%
Apptivo
Small-Business
82.7%
Mid-Market
13.5%
Enterprise
3.8%
WorkBook
Small-Business
27.3%
Mid-Market
45.5%
Enterprise
27.3%
Insightly CRM
Small-Business
81.1%
Mid-Market
13.9%
Enterprise
5.0%

Reviewers' Industry

 
Marketing and Advertising
10.7%
Marketing and Advertising
11.6%
Marketing and Advertising
13.2%
 
Real Estate
7.1%
Hospital & Health Care
7.0%
Information Technology and Services
8.3%
 
Information Technology and Services
6.0%
Higher Education
7.0%
Computer Software
4.7%
 
Media Production
4.8%
Computer Networking
7.0%
Real Estate
4.6%
 
Non-Profit Organization Management
3.6%
Pharmaceuticals
4.7%
Internet
4.2%
 
Other
67.9%
Other
62.8%
Other
65.0%
Apptivo
Marketing and Advertising
10.7%
Real Estate
7.1%
Information Technology and Services
6.0%
Media Production
4.8%
Non-Profit Organization Management
3.6%
Other
67.9%
WorkBook
Marketing and Advertising
11.6%
Hospital & Health Care
7.0%
Higher Education
7.0%
Computer Networking
7.0%
Pharmaceuticals
4.7%
Other
62.8%
Insightly CRM
Marketing and Advertising
13.2%
Information Technology and Services
8.3%
Computer Software
4.7%
Real Estate
4.6%
Internet
4.2%
Other
65.0%

Reviews

Most Helpful Favorable Review
Most Helpful Favorable Review
Vernessa T.
Consultant 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...

G2 User

I love the mileage feature! It makes my work trips so much easier to track.

Ruban K.
Administrator in Information Technology and Services

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
Most Helpful Critical Review
David C.
Agency in Marketing and Advertising

Slow, no real on-going development, support is weak.

G2 User in Building Materials

Takes some getting use to. Not user friendly right away

Lili B.
User in Facilities Services

They did an upgrade now there are glitches. They erased a years worth of my work, there is no back up and they do not care nor do they apologize.

 
Apptivo
Most Helpful Favorable Review
Vernessa T.
Consultant 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
David C.
Agency in Marketing and Advertising

Slow, no real on-going development, support is weak.

WorkBook
Most Helpful Favorable Review
G2 User

I love the mileage feature! It makes my work trips so much easier to track.

Most Helpful Critical Review
G2 User in Building Materials

Takes some getting use to. Not user friendly right away

Insightly CRM
Most Helpful Favorable Review
Ruban K.
Administrator in Information Technology and Services

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
Lili B.
User in Facilities Services

They did an upgrade now there are glitches. They erased a years worth of my work, there is no back up and they do not care nor do they apologize.

Screenshots

 
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Videos

 

A general introduction to Apptivo as a whole.

No videos provided

Insightly's the first and most popular G Suite-integrated CRM. Discover why 1.5 million Insightly users download our Google Apps & G-Suite CRM.

Do you have a G-Suite account? Simplify business management with our Google Apps & G-Suite CRM. With single-sign on to Insightly CRM via your Google Apps account, use your existing Google App accounts and share one address book of customer contacts across your entire company. Plus, attaching Google Docs, Sheets, or Slides files to customer records is easy. Simply drag-and-drop the file to add it to an Insightly CRM contact record.

Apptivo

A general introduction to Apptivo as a whole.

WorkBook
No videos provided
Insightly CRM

Insightly's the first and most popular G Suite-integrated CRM. Discover why 1.5 million Insightly users download our Google Apps & G-Suite CRM.

Do you have a G-Suite account? Simplify business management with our Google Apps & G-Suite CRM. With single-sign on to Insightly CRM via your Google Apps account, use your existing Google App accounts and share one address book of customer contacts across your entire company. Plus, attaching Google Docs, Sheets, or Slides files to customer records is easy. Simply drag-and-drop the file to add it to an Insightly CRM contact record.

Downloads

Ask Apptivo a QuestionContact ApptivoAsk WorkBook a QuestionContact WorkBookAsk Insightly CRM a QuestionContact Insightly CRM