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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 plansInsightly CRM vs Workbooks
When assessing the two solutions, reviewers found them equally easy to use. However, Insightly CRM is easier to set up While Workbooks is easier to do business with overall. and administer.
- Reviewers felt that Workbooks meets the needs of their business better than Insightly CRM.
- When comparing quality of ongoing product support, reviewers felt that Workbooks is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Workbooks over Insightly CRM.
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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