# Insightly CRM vs Scoro Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Scoro excels in overall user satisfaction, reflected in its higher G2 Score of 60.23 compared to Insightly CRM's 51.57. Users appreciate Scoro's speed and customizability, which contribute to a more intuitive experience.
- **Users say** that Insightly CRM offers a unique advantage with its integrated project management features, allowing for seamless tracking of customer interactions from lead to delivery. This combination is particularly praised for its clean workflows and strong email integration.
- **Reviewers mention** that Scoro's user interface is notably clean and intuitive, making it easier for new users to adapt quickly. This is a significant factor in its positive reception, especially among those transitioning from other CRMs.
- **According to verified reviews** , Insightly CRM shines in its ease of setup, with many users highlighting the straightforward implementation process. This is a key benefit for small businesses looking to get started without extensive training.
- **G2 reviewers note** that Scoro provides superior support quality, with users rating it higher than Insightly CRM. This is crucial for businesses that rely on timely assistance to resolve issues and optimize their use of the software.
- **Users report** that while both platforms cater well to small businesses, Insightly CRM has a larger share of reviews from this segment, indicating a strong focus on the needs of smaller teams. However, Scoro's broader feature set may appeal to those looking for more comprehensive business management tools.



| | Insightly CRM | Scoro | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 944 | 495 | 
| **Largest Market Segment** | Small-Business (73.2% of reviews) | Small-Business (65.7% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | $19.90 Per Month | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

### Scoro

Pros:
- Ease of Use (54 reviews)
- Project Management (49 reviews)

Cons:
- Learning Curve (28 reviews)
- Not Intuitive (13 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | Scoro | 
|---|---|---|
  | **Meets Requirements** | 8.3 (802 reviews) | 8.8 (380 reviews) | 
  | **Ease of Use** | 8.4 (807 reviews) | 8.8 (398 reviews) | 
  | **Ease of Setup** | 8.3 (363 reviews) | 7.7 (173 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 8.5 (133 reviews) | 
  | **Quality of Support** | 8.0 (686 reviews) | 8.9 (328 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 9.0 (127 reviews) | 
  | **Product Direction (% positive)** | 8.0 (775 reviews) | 9.1 (370 reviews) | 

---
## Pricing

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

### Scoro

#### Entry-Level Pricing

Plan: Core

Price: $19.90 Per Month

Description: For businesses looking to consolidate data, minimize manual data exports, and gain better visibility into their projects as a result.

Key Features:
- Minimum 5 users
- Projects & task management
- Quotes, invoices, and bills

[Browse all 4 editions](https://www.g2.com/products/scoro/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 734 |
| **Scoro** | 8.2/10 | 100 |

#### Sales Force Automation

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Contact & Account Management** | 8.5 (630 reviews) ✓ Verified | 8.7 (72 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 8.4 (59 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (600 reviews) ✓ Verified | 8.6 (70 reviews) | 
| **Task / Activity Management** | 8.1 (629 reviews) ✓ Verified | 9.0 (77 reviews) | 
| **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | 8.5 (59 reviews) | 
| **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 8.5 (68 reviews) | 
| **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | 8.8 (73 reviews) | 
| **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | 8.7 (74 reviews) | 
| **Customer Contract Management** | 8.0 (424 reviews) ✓ Verified | 8.2 (70 reviews) | 

#### Marketing Automation

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Email Marketing** | 7.6 (407 reviews) ✓ Verified | Feature Not Available | 
| **Lead Management** | 8.1 (524 reviews) ✓ Verified | Feature Not Available | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | Feature Not Available | 

#### Customer Support

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | Feature Not Available | 
| **Customer Support Portal** | 7.8 (400 reviews) | Feature Not Available | 
| **Knowledge Base** | 7.9 (460 reviews) | Feature Not Available | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | Feature Not Available | 
| **Support Analytics** | 7.8 (361 reviews) | Feature Not Available | 

#### Reporting & Analytics

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Reporting** | 7.9 (532 reviews) ✓ Verified | 8.8 (70 reviews) | 
| **Dashboards** | 7.9 (555 reviews) ✓ Verified | 8.9 (76 reviews) | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 8.3 (63 reviews) | 

#### Mobile & Social

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | Feature Not Available | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | Feature Not Available | 
| **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 7.7 (59 reviews) | 

#### Platform

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 8.3 (50 reviews) | 
| **Workflow Capability** | 8.1 (311 reviews) ✓ Verified | 8.5 (45 reviews) | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.8 (50 reviews) | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 8.2 (41 reviews) | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | Feature Not Available | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 7.9 (40 reviews) | 
| **Performance and Reliability** | 8.3 (320 reviews) ✓ Verified | 8.9 (49 reviews) | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 7.6 (46 reviews) | 

#### Integration

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 8.0 (46 reviews) | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 7.9 (42 reviews) | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 7.6 (41 reviews) | 

#### Generative AI

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 7.5 (14 reviews) | 

#### Agentic AI - CRM

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 6.9 (7 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 7.4 (7 reviews) | 
| **Cross-system Integration** | 8.1 (8 reviews) | 7.4 (7 reviews) | 
| **Adaptive Learning** | 8.3 (8 reviews) | 7.1 (7 reviews) | 
| **Natural Language Interaction** | 8.1 (7 reviews) | 7.4 (7 reviews) | 
| **Proactive Assistance** | 7.4 (7 reviews) | 6.9 (7 reviews) | 
| **Decision Making** | 7.6 (7 reviews) | 7.4 (7 reviews) | 

### Project Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Scoro** | 8.3/10 | 158 |

#### Tasks

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Creation & Assignment** | Not enough data | 9.1 (130 reviews) ✓ Verified | 
| **Due Dates** | Not enough data | 8.9 (135 reviews) ✓ Verified | 
| **Task Prioritization** | Not enough data | 8.7 (133 reviews) ✓ Verified | 
| **To-Do Lists** | Not enough data | 8.6 (131 reviews) ✓ Verified | 
| **Dependencies** | Not enough data | 8.6 (102 reviews) | 
| **Mass Updates** | Not enough data | 8.6 (96 reviews) | 
| **Drag & Drop** | Not enough data | 8.5 (119 reviews) ✓ Verified | 
| **Recurring Tasks** | Not enough data | 8.5 (117 reviews) ✓ Verified | 

#### Projects

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Planning** | Not enough data | 8.8 (117 reviews) ✓ Verified | 
| **Project Map** | Not enough data | 8.6 (108 reviews) ✓ Verified | 
| **GANTT** | Not enough data | 8.4 (99 reviews) ✓ Verified | 
| **Calendar View** | Not enough data | 8.5 (124 reviews) ✓ Verified | 
| **Views** | Not enough data | 8.6 (109 reviews) ✓ Verified | 
| **Project Budgeting** | Not enough data | 8.8 (109 reviews) ✓ Verified | 
| **Issue Tracking** | Not enough data | 8.3 (95 reviews) ✓ Verified | 
| **Templates** | Not enough data | 8.5 (114 reviews) ✓ Verified | 
| **Critical Path** | Not enough data | Feature Not Available | 
| **Time & Expense** | Not enough data | 8.4 (116 reviews) ✓ Verified | 
| **Methodologies** | Not enough data | 8.6 (89 reviews) ✓ Verified | 

#### Resource Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Resource Definiton** | Not enough data | 8.3 (100 reviews) ✓ Verified | 
| **Capacity** | Not enough data | 8.7 (100 reviews) ✓ Verified | 
| **Scheduling** | Not enough data | 8.6 (117 reviews) ✓ Verified | 

#### Project Monitoring

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Baselining / KPIs** | Not enough data | 8.6 (101 reviews) ✓ Verified | 
| **Resource Allocation** | Not enough data | 8.6 (101 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.8 (111 reviews) ✓ Verified | 

#### Generative AI

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.0 (24 reviews) | 
| **AI Text Summarization** | Not enough data | 6.8 (24 reviews) | 

#### Agentic AI - Project Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (15 reviews) | 
| **Multi-step Planning** | Not enough data | 7.0 (15 reviews) | 
| **Cross-system Integration** | Not enough data | 7.1 (16 reviews) | 
| **Adaptive Learning** | Not enough data | 6.9 (15 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.2 (15 reviews) | 
| **Proactive Assistance** | Not enough data | 6.9 (15 reviews) | 
| **Decision Making** | Not enough data | 7.3 (15 reviews) | 

### Project and Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Scoro** | 8.3/10 | 116 |

#### Portfolio Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Portfolio Types** | Not enough data | 8.7 (68 reviews) ✓ Verified | 
| **Planning** | Not enough data | 8.6 (83 reviews) ✓ Verified | 
| **Alignment** | Not enough data | 8.5 (73 reviews) ✓ Verified | 
| **Portfolio Mix** | Not enough data | 8.6 (68 reviews) ✓ Verified | 

#### Project Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Dependencies** | Not enough data | 8.8 (52 reviews) ✓ Verified | 
| **Priorities** | Not enough data | 8.8 (89 reviews) ✓ Verified | 
| **Lean Management** | Not enough data | 8.5 (75 reviews) ✓ Verified | 

#### Resource Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Definition** | Not enough data | 8.6 (78 reviews) ✓ Verified | 
| **Allocation** | Not enough data | 8.3 (82 reviews) ✓ Verified | 
| **Optimization** | Not enough data | 8.6 (80 reviews) ✓ Verified | 

#### Data & Analytics

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Data Consolidation** | Not enough data | 8.6 (85 reviews) ✓ Verified | 
| **Visualizations** | Not enough data | 8.5 (87 reviews) ✓ Verified | 
| **Performance** | Not enough data | 8.7 (90 reviews) ✓ Verified | 
| **Risk Analysis** | Not enough data | 8.5 (68 reviews) ✓ Verified | 

#### Strategy - Project and Portfolio Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Simulation** | Not enough data | 7.4 (13 reviews) | 
| **Tracking** | Not enough data | 7.9 (12 reviews) | 
| **Planning** | Not enough data | 8.1 (12 reviews) | 
| **Objectives** | Not enough data | 7.6 (12 reviews) | 
| **Visiblity** | Not enough data | 7.9 (13 reviews) | 
| **Alignment** | Not enough data | 7.6 (12 reviews) | 
| **Risk Management** | Not enough data | 7.8 (12 reviews) | 
| **Implementation** | Not enough data | 8.1 (12 reviews) | 
| **Optimization** | Not enough data | 7.7 (13 reviews) | 
| **Prioritization** | Not enough data | 8.1 (12 reviews) | 

### Workflow Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Scoro** | 7.5/10 | 34 |

#### Setup

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Activities** | Not enough data | 8.6 (29 reviews) | 
| **Flows** | Not enough data | 8.3 (29 reviews) | 
| **Dependencies** | Not enough data | 8.3 (27 reviews) | 
| **Notifications** | Not enough data | 8.2 (31 reviews) | 

#### Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Updates** | Not enough data | 8.6 (30 reviews) | 
| **Audit Trail** | Not enough data | 8.3 (27 reviews) | 
| **Integration** | Not enough data | 7.8 (29 reviews) | 

#### Generative AI

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.0 (10 reviews) | 

#### Agentic AI - Workflow Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.9 (7 reviews) | 
| **Multi-step Planning** | Not enough data | 6.9 (7 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (7 reviews) | 
| **Adaptive Learning** | Not enough data | 6.9 (7 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.7 (7 reviews) | 
| **Proactive Assistance** | Not enough data | 6.9 (7 reviews) | 
| **Decision Making** | Not enough data | 6.9 (7 reviews) | 

### Resource Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Scoro** | 7.9/10 | 19 |

#### Planning

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Resource Definiton** | Not enough data | 8.1 (13 reviews) | 
| **Capacity** | Not enough data | 8.5 (13 reviews) | 
| **Scheduling** | Not enough data | 8.0 (15 reviews) | 

#### Optimization

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Performance** | Not enough data | 8.3 (15 reviews) | 
| **Forecasting** | Not enough data | 6.9 (13 reviews) | 
| **Corrections** | Not enough data | 7.3 (13 reviews) | 

### Professional Services Automation

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Scoro** | 8.7/10 | 51 |

#### Customer Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Customer Profiles** | Not enough data | 8.5 (41 reviews) ✓ Verified | 
| **Sales** | Not enough data | 8.9 (38 reviews) ✓ Verified | 
| **Marketing** | Not enough data | Feature Not Available | 
| **Client Portal** | Not enough data | 8.5 (31 reviews) ✓ Verified | 

#### Project Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Project Planning** | Not enough data | 8.6 (41 reviews) ✓ Verified | 
| **Project Tracking** | Not enough data | 9.0 (43 reviews) ✓ Verified | 
| **Resource Definition** | Not enough data | 8.8 (35 reviews) ✓ Verified | 
| **Resource Management** | Not enough data | 8.6 (38 reviews) ✓ Verified | 

#### Accounting

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Revenue Recognition** | Not enough data | 8.9 (40 reviews) | 
| **Invoice Management** | Not enough data | 9.2 (39 reviews) ✓ Verified | 
| **Payments** | Not enough data | 9.1 (37 reviews) | 
| **Project Accounting** | Not enough data | 9.0 (36 reviews) | 
| **Budget Tracking** | Not enough data | 8.5 (35 reviews) ✓ Verified | 

#### Portfolio Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Portfolio Definition** | Not enough data | 8.7 (32 reviews) | 
| **Portfolio Performance** | Not enough data | 8.2 (32 reviews) ✓ Verified | 
| **Risk** | Not enough data | 8.4 (27 reviews) | 
| **Portfolio Mix** | Not enough data | 8.2 (30 reviews) ✓ Verified | 

#### Analytics

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Forecasting** | Not enough data | 8.6 (30 reviews) | 
| **Reporting** | Not enough data | 8.7 (35 reviews) ✓ Verified | 
| **KPIs** | Not enough data | 8.6 (34 reviews) ✓ Verified | 

#### Administration

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Standard Integrations** | Not enough data | 8.6 (33 reviews) ✓ Verified | 
| **Workflow** | Not enough data | 8.6 (36 reviews) ✓ Verified | 
| **Access Management** | Not enough data | 8.9 (37 reviews) ✓ Verified | 

#### Platform

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **APIs** | Not enough data | 8.9 (28 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 8.4 (29 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 9.1 (40 reviews) ✓ Verified | 
| **Mobile** | Not enough data | 7.8 (41 reviews) ✓ Verified | 
| **Offline Access** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.5 (8 reviews) | 
| **AI Text Summarization** | Not enough data | 8.5 (8 reviews) | 

#### Artificial Intelligence - Professional Services Automation

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **Smart task suggestions** | Not enough data | Not enough data | 
| **Automated workflows** | Not enough data | Not enough data | 

#### Agentic AI - Professional Services Automation

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Work Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Scoro** | 8.4/10 | 89 |

#### Automation

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Workflows** | Not enough data | 8.6 (66 reviews) | 
| **Customization** | Not enough data | 8.6 (67 reviews) | 
| **Data repository** | Not enough data | 8.5 (55 reviews) | 

#### Administration

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Permissions** | Not enough data | 8.9 (66 reviews) | 
| **Procedures** | Not enough data | 8.5 (59 reviews) | 
| **Remote Work** | Not enough data | 8.9 (67 reviews) | 

#### Project management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Task Prioritization** | Not enough data | 8.6 (68 reviews) | 
| **Dependencies** | Not enough data | 8.5 (57 reviews) | 
| **Planning** | Not enough data | 8.9 (68 reviews) | 
| **Views** | Not enough data | 8.6 (63 reviews) | 
| **Scheduling** | Not enough data | 8.7 (65 reviews) | 
| **Critical Path** | Not enough data | Feature Not Available | 
| **Dashboards** | Not enough data | 8.6 (68 reviews) | 

#### Workload

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Resource Allocation** | Not enough data | 8.8 (60 reviews) | 
| **Workspace** | Not enough data | 8.7 (56 reviews) | 
| **Configuration** | Not enough data | 8.6 (55 reviews) | 
| **Insights** | Not enough data | 8.5 (55 reviews) | 

#### Communication & Collaboration

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Communication Channels** | Not enough data | 7.8 (57 reviews) | 
| **Document Management** | Not enough data | 8.4 (57 reviews) | 
| **Collaboration** | Not enough data | 8.9 (60 reviews) | 

#### Cost Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Project Budgeting** | Not enough data | 8.8 (55 reviews) | 
| **Time & Expense** | Not enough data | 8.7 (59 reviews) | 
| **Profitability** | Not enough data | 8.6 (57 reviews) | 

#### Integration

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Front Office** | Not enough data | 8.6 (51 reviews) | 
| **Back Office** | Not enough data | 8.3 (56 reviews) | 
| **External data** | Not enough data | 8.4 (47 reviews) | 

#### Generative AI

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.4 (13 reviews) | 
| **AI Text Summarization** | Not enough data | 7.3 (13 reviews) | 

#### Agentic AI - Work Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.1 (8 reviews) | 
| **Multi-step Planning** | Not enough data | 7.5 (8 reviews) | 
| **Cross-system Integration** | Not enough data | 7.3 (8 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (8 reviews) | 

### Project Collaboration

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Scoro** | 8.1/10 | 90 |

#### Communication

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Chat** | Not enough data | Feature Not Available | 
| **Discussions** | Not enough data | 8.2 (53 reviews) | 
| **External** | Not enough data | 8.0 (50 reviews) | 
| **Feedback** | Not enough data | Feature Not Available | 
| **Announcements** | Not enough data | 8.1 (53 reviews) | 

#### Content & Documents

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **File Sharing** | Not enough data | 8.7 (65 reviews) | 
| **Notes** | Not enough data | 8.6 (63 reviews) | 
| **Search** | Not enough data | 8.6 (70 reviews) | 
| **Versioning** | Not enough data | Feature Not Available | 

#### Controls

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Custom Views** | Not enough data | 8.5 (64 reviews) | 
| **Followers** | Not enough data | 8.4 (52 reviews) | 
| **User Management** | Not enough data | 8.9 (67 reviews) | 
| **Calendars** | Not enough data | 8.5 (71 reviews) | 
| **Public Sharing** | Not enough data | Feature Not Available | 

#### Project Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Task Management** | Not enough data | 9.0 (77 reviews) | 
| **Planning** | Not enough data | 8.7 (73 reviews) | 
| **Visibility** | Not enough data | 8.8 (72 reviews) | 
| **Integration** | Not enough data | 8.3 (58 reviews) | 

#### Remote Collaboration

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Alignment** | Not enough data | 8.6 (60 reviews) | 
| **Accountability** | Not enough data | 8.9 (65 reviews) | 
| **Connectivity** | Not enough data | 8.6 (59 reviews) | 
| **Offline Mode** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.7 (14 reviews) | 
| **AI Text Summarization** | Not enough data | 6.8 (14 reviews) | 

#### Agentic AI - Project Collaboration

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Multi-step Planning** | Not enough data | 5.7 (9 reviews) | 
| **Cross-system Integration** | Not enough data | 5.7 (9 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 8.3/10 | 47 |
| **Scoro** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **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 | 

#### Data Sourcing

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.6 (43 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.7 (41 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (36 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | Not enough data | 
| **Opportunity Scoring** | 7.9 (38 reviews) | Not enough data | 
| **Risk Analysis** | 7.8 (33 reviews) | Not enough data | 
| **Live Forecasting** | 7.8 (35 reviews) | Not enough data | 

#### Sales Management

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | Not enough data | 
| **Sales Gamification** | 8.1 (30 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.7 (32 reviews) | Not enough data | 
| **Activity Tracking** | 8.8 (39 reviews) | Not enough data | 

### Time Tracking

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Scoro** | 8.4/10 | 139 |

#### Time Tracking

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Ease of Completing Timesheets** | Not enough data | 8.7 (80 reviews) | 
| **Tracking Time to Project/Task** | Not enough data | 8.9 (90 reviews) | 
| **Billable Time Rate Management** | Not enough data | 8.7 (68 reviews) | 

#### Client Invoicing

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Invoice Creation and Delivery** | Not enough data | 8.8 (103 reviews) | 
| **Electronic Payments** | Not enough data | 8.5 (66 reviews) | 
| **Project Accounting / Revenue Recognition** | Not enough data | 8.3 (90 reviews) | 

#### Mobile Time Tracking

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Time Tracking** | Not enough data | 8.0 (77 reviews) | 

#### Administration

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Business Tool Integration** | Not enough data | 8.3 (99 reviews) | 
| **Workflow** | Not enough data | 8.5 (108 reviews) | 
| **Automated Reminders** | Not enough data | Feature Not Available | 
| **Policy Compliance Management** | Not enough data | 8.4 (79 reviews) | 
| **User, Role, and Access Management** | Not enough data | 8.7 (111 reviews) | 

#### Platform

| Feature | Insightly CRM | Scoro | 
|---|---|---|
| **Reporting** | Not enough data | 8.5 (107 reviews) | 
| **APIs / Integration** | Not enough data | 8.2 (87 reviews) | 
| **Internationalization** | Not enough data | 8.1 (52 reviews) | 
| **Performance and Reliability** | Not enough data | 8.7 (110 reviews) | 
| **Mobile User Support** | Not enough data | 7.4 (89 reviews) | 
| **Offline** | Not enough data | Feature Not Available | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)

**Unique to Scoro (8):** [Project Collaboration Software](https://www.g2.com/categories/project-collaboration), [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation), [Resource Management Software](https://www.g2.com/categories/resource-management), [Project Management Software](https://www.g2.com/categories/project-management), [Work Management Software](https://www.g2.com/categories/work-management), [Workflow Management Software](https://www.g2.com/categories/workflow-management), [Project and Portfolio Management Software](https://www.g2.com/categories/project-and-portfolio-management), [Time Tracking Software](https://www.g2.com/categories/time-tracking-software)


---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | Scoro | 
|---|---|---|
| **Small-Business** | 73.2% | 65.7% | 
| **Mid-Market** | 20.2% | 23.4% | 
| **Enterprise** | 6.6% | 10.9% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

#### Scoro

- **Marketing and Advertising:** 24.6%
- **Information Technology and Services:** 8.3%
- **Management Consulting:** 4.1%
- **Architecture & Planning:** 3.8%
- **Higher Education:** 3.8%
- **Construction:** 3.0%
- **Telecommunications:** 2.8%
- **Design:** 2.6%
- **Computer Software:** 2.4%
- **Media Production:** 2.1%
- **Other:** 42.5%

---
## Alternatives

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13841 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3065 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1620 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

### Alternatives to Scoro

- [Accelo](https://www.g2.com/products/accelo/reviews) — 4.4/5 stars (554 reviews)
- [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4530 reviews)
- [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) — 4.4/5 stars (1215 reviews)
- [monday Work Management](https://www.g2.com/products/monday-com/reviews) — 4.7/5 stars (15431 reviews)
- [ClickUp](https://www.g2.com/products/clickup/reviews) — 4.6/5 stars (12596 reviews)
- [BigTime](https://www.g2.com/products/bigtime/reviews) — 4.5/5 stars (1693 reviews)
- [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) — 4.2/5 stars (1512 reviews)
- [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13677 reviews)
- [Avaza](https://www.g2.com/products/avaza/reviews) — 4.5/5 stars (384 reviews)
- [Smartsheet](https://www.g2.com/products/smartsheet/reviews) — 4.4/5 stars (22292 reviews)

---
## Top Discussions

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

### Scoro

- Title: [WILL SCORO REPLACE OUTLOOK?](https://www.g2.com/discussions/getting-started-543492aa-ed40-4fe7-afb8-55138badde60) — 2 comments, 2 upvotes
  > **Top comment:** "I feel like Outlook has the capacity to do a few of what Scoro can do, but the tools that scoro provides like automatically generating quotations and weekly..."
- Title: [Any plans of creating platform for community to share best practises, tips and knowledge?](https://www.g2.com/discussions/27411-any-plans-of-creating-platform-for-community-to-share-best-practises-tips-and-knowledge) — 1 comment *(includes official response)*
  > **Top comment:** "This is definitely in our future plans. In the meantime, keep an eye on our blog (scoro.com/blog) to see the latest product updates and compelling topics. If..."
- Title: [How do I integrate Scoro with QuickBooks - and maintain the ability to download all my QB data?](https://www.g2.com/discussions/12673-how-do-i-integrate-scoro-with-quickbooks-and-maintain-the-ability-to-download-all-my-qb-data) — 1 comment, 1 upvote
  > **Top comment:** "Comment deleted by user."
- Title: [DO YOU HAVE MANUALS/VIDEOS?](https://www.g2.com/discussions/manuals) — 1 comment, 2 upvotes *(includes official response)*
  > **Top comment:** "Yes, Scoro has an extensive Help Center that includes manuals and videos:  https://help.scoro.com/"
- Title: [DO YOU HAVE AN IOS/ANDROID APP?](https://www.g2.com/discussions/app-b46a5851-be80-4f73-9051-e4cb3df089ba) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, Scoro is available as a mobile app on all Android and iOS devices.

Android:..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-scoro)