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At a Glance
Market Segments
Small-Business (73.0% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
Free
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 plansWorkbooks
Star Rating
(570)4.2 out of 5
Market Segments
Small-Business (60.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Workbooks excels in Customer Support, with a score of 8.6, highlighting the quality of support and the availability of a comprehensive Knowledge Base. In contrast, Insightly CRM received a lower score of 8.0, with reviewers mentioning that while support is adequate, it could be more responsive.
- Reviewers mention that Workbooks offers superior Data Exporting & Sharing Tools with a score of 9.1, making it easier for users to manage their data. Insightly CRM, while functional, scored lower at 8.6, with users noting some limitations in flexibility when exporting data.
- G2 users highlight that Workbooks provides a more robust Lead Management system, scoring 8.1, which includes features like Lead Scoring and Opportunity Scoring. Insightly CRM, with a score of 8.1, is seen as effective but lacks some advanced features that users of Workbooks appreciate.
- Users on G2 report that Workbooks shines in Customization, scoring 8.4, allowing for tailored workflows and user experiences. Insightly CRM, with a score of 7.9, is noted for its customization options but is perceived as less flexible in adapting to specific business needs.
- Reviewers mention that Workbooks has a strong Sales Force Automation feature set, particularly in Opportunity & Pipeline Management, scoring 8.2. Insightly CRM matches this score but users report that Workbooks provides a more intuitive interface for managing sales processes.
- Users say that Workbooks' Reporting & Analytics capabilities are superior, with a score of 8.2, offering detailed insights and customizable reports. Insightly CRM, scoring 7.9, is functional but users feel it lacks the depth and flexibility found in Workbooks' reporting features.
Pricing
Entry-Level Pricing
Free Trial
Insightly CRM
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.3
789
8.4
467
Ease of Use
8.4
794
8.4
471
Ease of Setup
8.3
351
7.9
227
Ease of Admin
8.5
336
8.1
234
Quality of Support
8.1
676
8.6
431
Has the product been a good partner in doing business?
8.5
321
8.7
221
Product Direction (% positive)
8.0
764
8.7
460
Features by Category
Sales Force Automation
8.5
621
|
Verified
8.5
345
|
Verified
Feature Not Available
8.0
208
8.3
595
|
Verified
8.2
318
|
Verified
8.1
623
|
Verified
8.2
346
|
Verified
7.5
350
|
Verified
7.9
220
|
Verified
8.0
452
|
Verified
8.1
283
|
Verified
7.5
339
|
Verified
7.9
253
|
Verified
7.6
349
|
Verified
8.1
249
|
Verified
8.0
423
|
Verified
8.1
256
|
Verified
Marketing Automation
7.6
406
|
Verified
7.9
269
|
Verified
Feature Not Available
7.8
290
|
Verified
8.1
523
|
Verified
8.0
310
|
Verified
7.6
340
|
Verified
8.0
216
|
Verified
Customer Support
7.8
395
8.4
277
|
Verified
7.8
400
8.1
246
|
Verified
7.9
460
8.2
266
|
Verified
7.6
326
|
Verified
8.1
202
|
Verified
7.8
362
8.2
208
|
Verified
Reporting & Analytics
7.9
527
|
Verified
8.2
343
|
Verified
7.9
550
|
Verified
8.1
343
|
Verified
7.6
388
|
Verified
8.0
254
|
Verified
Mobile & Social
7.8
357
|
Verified
7.8
169
|
Verified
7.7
353
|
Verified
7.7
165
|
Verified
7.8
416
|
Verified
7.5
208
|
Verified
Platform
7.9
315
|
Verified
8.4
187
|
Verified
8.1
310
|
Verified
8.2
155
|
Verified
8.4
321
|
Verified
8.5
185
|
Verified
8.0
215
|
Verified
8.0
108
|
Verified
7.3
88
8.3
109
|
Verified
7.6
250
|
Verified
7.8
130
|
Verified
8.3
320
|
Verified
8.5
188
|
Verified
7.6
215
|
Verified
8.2
145
|
Verified
Integration
8.0
288
|
Verified
8.3
184
|
Verified
7.6
237
|
Verified
8.2
138
|
Verified
7.3
224
|
Verified
7.7
114
Generative AI
6.8
28
6.9
17
Agentic AI - CRM
7.5
8
Not enough data
8.5
8
Not enough data
7.9
8
Not enough data
8.1
8
Not enough data
7.6
7
Not enough data
7.7
8
Not enough data
7.9
8
Not enough data
Lead Generation
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
Computing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Experimental Design
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - A/B Testing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
7.5
12
Not enough data
8.2
13
Not enough data
7.6
11
Discovery
Not enough data
8.1
13
Not enough data
7.4
12
Not enough data
7.5
12
Management
Not enough data
7.9
11
Not enough data
7.1
11
Platform
Not enough data
7.3
14
Not enough data
7.5
14
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Not enough data
6.7
9
Not enough data
6.7
8
Not enough data
6.3
9
Not enough data
6.8
11
Personalization
Not enough data
7.3
10
Not enough data
8.6
12
Not enough data
8.3
13
Not enough data
6.9
9
Administrative
Not enough data
8.0
11
Not enough data
7.6
11
Not enough data
7.5
10
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
8.1
12
8.6
43
8.8
14
8.3
35
7.9
12
8.7
40
8.3
15
8.0
36
8.4
16
Predictive Analytics
7.9
37
8.5
14
7.9
38
8.7
13
7.8
33
7.8
12
7.8
35
8.1
15
Sales Management
8.5
37
8.7
15
8.1
30
7.9
12
8.7
32
8.5
13
8.8
39
8.8
15
Categories
Categories
Shared Categories
Insightly CRM and Workbooks are categorized as CRM and Sales Analytics
Unique Categories
Insightly CRM has no unique categories
Reviews
Reviewers' Company Size
Insightly CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workbooks
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%
Information Technology and Services
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.2%
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
Which Email marketing products is Workbooks integrated with ?
2 Comments
IM
Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them...Read more
What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?
1 Comment
IM
Workbooks often provides all (and more) that a customer had or wanted from Salesforce with an easier to use interface and at 50-70% cheaper licensing. We...Read more
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