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At a Glance
Market Segments
Small-Business (73.0% of reviews)
Small-Business (74.7% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
$65.00 3 User Per Year
Insightly CRM
Star Rating
(931)4.2 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plansMaximizer
Star Rating
(657)4.0 out of 5
Market Segments
Small-Business (74.7% of reviews)
Pros & Cons
Entry-Level Pricing
$65.00 3 User Per Year
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Maximizer excels in Contact & Account Management with a score of 8.2, while Insightly CRM offers a slightly higher score of 8.4, indicating that Insightly may provide a more user-friendly experience in managing customer relationships.
- Reviewers mention that Insightly CRM shines in Lead Management with a score of 8.1 compared to Maximizer's 7.2, suggesting that Insightly offers more robust tools for tracking and nurturing leads effectively.
- G2 users highlight that Maximizer's Pipeline Management is rated at 5.8, which is significantly lower than Insightly's 8.2, indicating that users may find Insightly's pipeline features more comprehensive and easier to navigate.
- Users on G2 report that Insightly CRM has superior Customer Support features, with a case management score of 7.8 compared to Maximizer's 7.6, suggesting that Insightly may provide better assistance and resources for users in need of help.
- Reviewers say that Maximizer's Data Sourcing capabilities are strong, with a score of 8.2, but Insightly's overall data management features, including exporting and sharing data, score higher at 8.6, indicating a more versatile approach to data handling.
- Users report that Insightly CRM's Mobile User Support is rated at 7.8, which is significantly better than Maximizer's 6.7, suggesting that Insightly offers a more effective mobile experience for users on the go.
Pricing
Entry-Level Pricing
Maximizer
Base Edition
$65.00
3 User Per Year
- Advanced Contact Management
- Lead & Opportunity Handling
- Task Management
Free Trial
Insightly CRM
Free Trial is available
Maximizer
No trial information availableRatings
Meets Requirements
8.3
789
8.3
573
Ease of Use
8.4
794
7.9
579
Ease of Setup
8.3
351
7.7
318
Ease of Admin
8.5
336
7.9
195
Quality of Support
8.1
676
8.2
551
Has the product been a good partner in doing business?
8.5
321
8.1
193
Product Direction (% positive)
8.0
764
7.9
571
Features by Category
Sales Force Automation
8.5
621
|
Verified
8.3
416
|
Verified
Feature Not Available
7.0
221
8.3
595
|
Verified
7.4
319
|
Verified
8.1
623
|
Verified
7.9
394
|
Verified
7.5
350
|
Verified
6.4
216
|
Verified
8.0
452
|
Verified
7.7
355
|
Verified
7.5
339
|
Verified
Feature Not Available
7.6
349
|
Verified
Feature Not Available
8.0
423
|
Verified
7.5
272
Marketing Automation
7.6
406
|
Verified
6.9
288
Feature Not Available
6.7
241
8.1
523
|
Verified
7.2
270
7.6
340
|
Verified
6.3
189
Customer Support
7.8
395
7.5
262
7.8
400
Feature Not Available
7.9
460
7.2
274
7.6
326
|
Verified
Feature Not Available
7.8
362
7.2
219
Reporting & Analytics
7.9
527
|
Verified
7.3
306
|
Verified
7.9
550
|
Verified
7.6
310
|
Verified
7.6
388
|
Verified
6.7
209
|
Verified
Mobile & Social
7.8
357
|
Verified
6.1
108
7.7
353
|
Verified
5.7
107
7.8
416
|
Verified
6.6
267
|
Verified
Platform
7.9
315
|
Verified
8.0
245
|
Verified
8.1
310
|
Verified
7.6
232
8.4
321
|
Verified
8.1
240
|
Verified
8.0
215
|
Verified
6.9
159
7.3
88
6.7
139
7.6
250
|
Verified
7.5
198
8.3
320
|
Verified
8.0
226
|
Verified
7.6
215
|
Verified
6.9
130
Integration
8.0
288
|
Verified
7.4
222
|
Verified
7.6
237
|
Verified
6.6
160
|
Verified
7.3
224
|
Verified
6.6
151
|
Verified
Generative AI
6.8
28
5.6
93
Agentic AI - CRM
7.5
8
5.6
13
8.5
8
5.9
13
7.9
8
5.7
14
8.1
8
6.2
13
7.6
7
5.8
12
7.7
8
6.3
14
7.9
8
6.3
14
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
8.2
35
Not enough data
8.6
43
Not enough data
8.3
35
Not enough data
8.7
40
Not enough data
8.0
36
Not enough data
Predictive Analytics
7.9
37
Not enough data
7.9
38
Not enough data
7.8
33
Not enough data
7.8
35
Not enough data
Sales Management
8.5
37
Not enough data
8.1
30
Not enough data
8.7
32
Not enough data
8.8
39
Not enough data
Content
Not enough data
6.0
67
Platform Additional Functionality
Not enough data
Feature Not Available
Not enough data
7.2
68
Not enough data
6.7
68
Not enough data
6.5
67
Not enough data
5.5
68
Platform Reporting and Analytics
Not enough data
6.5
67
Not enough data
5.2
66
Customer Support
Not enough data
6.6
65
Not enough data
Feature Not Available
Not enough data
6.8
65
Not enough data
6.4
65
Marketing Automation
Not enough data
6.3
64
Not enough data
6.5
64
Not enough data
5.5
64
Sales Force Automation
Not enough data
6.4
65
Not enough data
7.7
67
Not enough data
Feature Not Available
Not enough data
5.5
64
Not enough data
5.8
62
Agentic AI - Financial Services CRM
Not enough data
4.7
6
Categories
Categories
Shared Categories
Insightly CRM and Maximizer are categorized as CRM
Unique Categories
Insightly CRM is categorized as Sales Analytics
Maximizer is categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Insightly CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Maximizer
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
Marketing and Advertising
10.1%
Information Technology and Services
6.0%
Construction
4.8%
Computer Software
4.1%
Financial Services
4.0%
Other
71.0%
Financial Services
36.3%
Investment Management
4.2%
Insurance
3.4%
Information Technology and Services
2.9%
Marketing and Advertising
2.7%
Other
50.6%
Alternatives
Discussions
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
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
Do you integrate with any marketing automations platforms like Marketo?
1 Comment
MD
Maximizer neglected to future-proof Maximizer CRM Live and their self-hosted CRM by not providing any open keys for self serve integration with powerful...Read more
INPUT CSV LEAD FILES
1 Comment
MR
Lead sheets in the form of a web inquiry page can be integrated into Maximizer using the 'web to lead' technology provided in the product as standard. It is...Read more
INTEGRATION
1 Comment
MR
Maximizer CRM 2017 has integrations for MS Office products (Outlook, Word, Excel) these are included as add-ons with the product. The Web APIs for Maximizer...Read more
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