# Insightly CRM vs WORKetc Comparison --- ## AI Generated Summary - **G2 reviewers report** that Insightly CRM excels in user-friendliness, with many users appreciating its **intuitive design** and ease of navigation. One user highlighted how the platform helps them manage customer details and track sales leads effectively, making it a great choice for those who prioritize simplicity. - **Users say** that WORKetc shines in its comprehensive CRM capabilities, allowing for detailed tracking of customer interactions. Reviewers noted the ability to see all customer-related information, such as tickets and invoices, in one place, which enhances their workflow and client management. - **According to verified reviews** , Insightly CRM offers valuable features like **bulk editing** and reporting, which save users significant time. One user mentioned that the bulk editing function allows them to update multiple records simultaneously, streamlining their daily tasks. - **Reviewers mention** that WORKetc provides exceptional support, with a high quality of customer service being a standout feature. Users have expressed satisfaction with the responsiveness and helpfulness of the support team, which can be crucial for businesses needing quick resolutions. - **G2 reviewers highlight** that while Insightly CRM has a lower entry-level price, it still delivers solid performance for small businesses. Users appreciate the affordability, especially given its robust features for managing tasks and projects, making it a cost-effective option for startups. - **Users report** that WORKetc's strong focus on project management and task tracking is a significant advantage, with features that help keep teams organized and on task. One user praised the platform for its ability to manage everything from sales pitches to quotes, all within a single interface. | | Insightly CRM | WORKetc | |---|---|---| | **Star Rating** | 4.2 out of 5 | 4.6 out of 5 | | **Total Reviews** | 942 | 53 | | **Largest Market Segment** | Small-Business (73.2% of reviews) | Small-Business (87.0% of reviews) | | **Entry Level Price** | $29/ user, per month (billed annually) | $78.00 2 Users 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) ### WORKetc **Not enough data** --- ## Ratings Comparison | Rating | Insightly CRM | WORKetc | |---|---|---| | **Meets Requirements** | 8.3 (800 reviews) | 8.9 (45 reviews) | | **Ease of Use** | 8.4 (805 reviews) | 8.3 (45 reviews) | | **Ease of Setup** | 8.3 (361 reviews) | 7.8 (29 reviews) | | **Ease of Admin** | 8.5 (337 reviews) | 8.6 (30 reviews) | | **Quality of Support** | 8.0 (685 reviews) | 9.5 (45 reviews) | | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 9.3 (28 reviews) | | **Product Direction (% positive)** | 8.0 (773 reviews) | 9.7 (45 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 ### WORKetc #### Entry-Level Pricing Plan: Starter Price: $78.00 2 Users Per Month Description: Use the software you'll need tomorrow without blowing the budget today (2 user max) Key Features: - Unlimited Projects & Templates - Customized Workflows - Complete Customer History [Browse all 3 editions](https://www.g2.com/products/worketc/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | 7.8/10 | 732 | | **WORKetc** | 8.3/10 | 28 | #### Sales Force Automation | Feature | Insightly CRM | WORKetc | |---|---|---| | **Contact & Account Management** | 8.5 (628 reviews) ✓ Verified | 9.2 (24 reviews) ✓ Verified | | **Opportunity & Pipeline Mgmt.** | 8.3 (598 reviews) ✓ Verified | 8.5 (22 reviews) ✓ Verified | | **Task / Activity Management** | 8.1 (627 reviews) ✓ Verified | 8.7 (25 reviews) ✓ Verified | | **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | 8.1 (14 reviews) ✓ Verified | | **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 8.0 (21 reviews) ✓ Verified | | **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | 8.3 (21 reviews) ✓ Verified | | **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | 8.3 (20 reviews) ✓ Verified | | **Customer Contract Management** | 8.0 (423 reviews) ✓ Verified | 8.5 (18 reviews) ✓ Verified | #### Marketing Automation | Feature | Insightly CRM | WORKetc | |---|---|---| | **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 8.0 (18 reviews) ✓ Verified | | **Campaign Management** | Feature Not Available | 8.0 (19 reviews) ✓ Verified | | **Lead Management** | 8.1 (523 reviews) ✓ Verified | 9.1 (19 reviews) ✓ Verified | | **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 8.1 (13 reviews) ✓ Verified | #### Customer Support | Feature | Insightly CRM | WORKetc | |---|---|---| | **Case Management** | 7.8 (394 reviews) | 9.0 (26 reviews) ✓ Verified | | **Customer Support Portal** | 7.8 (400 reviews) | 8.7 (24 reviews) ✓ Verified | | **Knowledge Base** | 7.9 (460 reviews) | 8.3 (26 reviews) ✓ Verified | | **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 8.8 (12 reviews) ✓ Verified | | **Support Analytics** | 7.8 (361 reviews) | 8.9 (16 reviews) ✓ Verified | #### Reporting & Analytics | Feature | Insightly CRM | WORKetc | |---|---|---| | **Reporting** | 7.9 (531 reviews) ✓ Verified | 8.8 (26 reviews) ✓ Verified | | **Dashboards** | 7.9 (554 reviews) ✓ Verified | 8.5 (27 reviews) ✓ Verified | | **Forecasting** | 7.6 (387 reviews) ✓ Verified | 8.5 (19 reviews) ✓ Verified | #### Mobile & Social | Feature | Insightly CRM | WORKetc | |---|---|---| | **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 7.2 (15 reviews) ✓ Verified | | **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 7.0 (16 reviews) ✓ Verified | | **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 7.0 (23 reviews) ✓ Verified | #### Platform | Feature | Insightly CRM | WORKetc | |---|---|---| | **Customization** | 7.9 (317 reviews) ✓ Verified | 8.8 (19 reviews) ✓ Verified | | **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 8.9 (19 reviews) ✓ Verified | | **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 9.2 (19 reviews) ✓ Verified | | **Internationalization** | 8.0 (215 reviews) ✓ Verified | 8.2 (12 reviews) ✓ Verified | | **Sandbox / Test Environments** | 7.2 (87 reviews) | 6.7 (7 reviews) ✓ Verified | | **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | Feature Not Available | | **Performance and Reliability** | 8.3 (319 reviews) ✓ Verified | 9.1 (19 reviews) ✓ Verified | | **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 8.2 (13 reviews) ✓ Verified | #### Integration | Feature | Insightly CRM | WORKetc | |---|---|---| | **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 8.3 (16 reviews) ✓ Verified | | **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 8.0 (14 reviews) ✓ Verified | | **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 6.8 (14 reviews) ✓ Verified | #### Generative AI | Feature | Insightly CRM | WORKetc | |---|---|---| | **AI Text Generation** | 6.9 (27 reviews) | Not enough data | #### Agentic AI - CRM | Feature | Insightly CRM | WORKetc | |---|---|---| | **Autonomous Task Execution** | 7.6 (7 reviews) | Not enough data | | **Multi-step Planning** | 8.3 (7 reviews) | Not enough data | | **Cross-system Integration** | 8.1 (8 reviews) | Not enough data | | **Adaptive Learning** | 8.3 (8 reviews) | Not enough data | | **Natural Language Interaction** | 8.1 (7 reviews) | Not enough data | | **Proactive Assistance** | 7.4 (7 reviews) | Not enough data | | **Decision Making** | 7.6 (7 reviews) | Not enough data | ### Invoice Management | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | N/A | N/A | | **WORKetc** | N/A | N/A | #### Invoice Generation | Feature | Insightly CRM | WORKetc | |---|---|---| | **Templates** | Not enough data | Not enough data | | **Digital Invoices** | Not enough data | Not enough data | | **Recurring Invoices** | Not enough data | Not enough data | #### Invoice Processing | Feature | Insightly CRM | WORKetc | |---|---|---| | **Approvals** | Not enough data | Not enough data | | **Batch Processing** | Not enough data | Not enough data | | **Consolidation** | Not enough data | Feature Not Available | | **Match Invoices** | Not enough data | Not enough data | #### Analytics | Feature | Insightly CRM | WORKetc | |---|---|---| | **Due Dates** | Not enough data | Not enough data | | **Cashflow** | Not enough data | Not enough data | | **KPIs** | Not enough data | Not enough data | | **Payment Tracking** | Not enough data | Not enough data | #### Integration | Feature | Insightly CRM | WORKetc | |---|---|---| | **Accounting** | Not enough data | Not enough data | | **Payments** | Not enough data | Not enough data | | **ERP** | Not enough data | Not enough data | | **Account Sync** | Not enough data | Not enough data | #### Agentic AI - Invoice Management | Feature | Insightly CRM | WORKetc | |---|---|---| | **Cross-system Integration** | Not enough data | Not enough data | | **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 | | **WORKetc** | N/A | N/A | #### Automation | Feature | Insightly CRM | WORKetc | |---|---|---| | **Workflows** | Not enough data | Not enough data | | **Customization** | Not enough data | Not enough data | | **Data repository** | Not enough data | Not enough data | #### Administration | Feature | Insightly CRM | WORKetc | |---|---|---| | **Permissions** | Not enough data | Not enough data | | **Procedures** | Not enough data | Not enough data | | **Remote Work** | Not enough data | Not enough data | #### Project management | Feature | Insightly CRM | WORKetc | |---|---|---| | **Task Prioritization** | Not enough data | Not enough data | | **Dependencies** | Not enough data | Not enough data | | **Planning** | Not enough data | Not enough data | | **Views** | Not enough data | Not enough data | | **Scheduling** | Not enough data | Not enough data | | **Critical Path** | Not enough data | Not enough data | | **Dashboards** | Not enough data | Not enough data | #### Workload | Feature | Insightly CRM | WORKetc | |---|---|---| | **Resource Allocation** | Not enough data | Not enough data | | **Workspace** | Not enough data | Not enough data | | **Configuration** | Not enough data | Not enough data | | **Insights** | Not enough data | Not enough data | #### Communication & Collaboration | Feature | Insightly CRM | WORKetc | |---|---|---| | **Communication Channels** | Not enough data | Not enough data | | **Document Management** | Not enough data | Not enough data | | **Collaboration** | Not enough data | Not enough data | #### Cost Management | Feature | Insightly CRM | WORKetc | |---|---|---| | **Project Budgeting** | Not enough data | Not enough data | | **Time & Expense** | Not enough data | Not enough data | | **Profitability** | Not enough data | Not enough data | #### Integration | Feature | Insightly CRM | WORKetc | |---|---|---| | **Front Office** | Not enough data | Not enough data | | **Back Office** | Not enough data | Not enough data | | **External data** | Not enough data | Not enough data | #### Generative AI | Feature | Insightly CRM | WORKetc | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | #### Agentic AI - Work Management | Feature | Insightly CRM | WORKetc | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | ### Billing | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | N/A | N/A | | **WORKetc** | N/A | N/A | #### Bill Generation | Feature | Insightly CRM | WORKetc | |---|---|---| | **Templates** | Not enough data | Not enough data | | **Digital Billing** | Not enough data | Not enough data | | **Recurring Billing** | Not enough data | Feature Not Available | #### Bill Processing | Feature | Insightly CRM | WORKetc | |---|---|---| | **Consolidation** | Not enough data | Feature Not Available | | **Batch Invoicing** | Not enough data | Feature Not Available | | **Management** | Not enough data | Not enough data | #### Integration | Feature | Insightly CRM | WORKetc | |---|---|---| | **Accounting** | Not enough data | Not enough data | | **Payments** | Not enough data | Not enough data | | **ERP** | Not enough data | Feature Not Available | #### Agentic AI - Billing | Feature | Insightly CRM | WORKetc | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | 8.3/10 | 47 | | **WORKetc** | N/A | N/A | #### Agentic AI - Sales Analytics | Feature | Insightly CRM | WORKetc | |---|---|---| | **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 | WORKetc | |---|---|---| | **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 | WORKetc | |---|---|---| | **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 | WORKetc | |---|---|---| | **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 | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | N/A | N/A | | **WORKetc** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Insightly CRM | WORKetc | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## 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 WORKetc (3):** [Billing Software](https://www.g2.com/categories/billing), [Invoice Management Software](https://www.g2.com/categories/invoice-management), [Work Management Software](https://www.g2.com/categories/work-management) --- ## Reviewer Demographics ### By Company Size | Segment | Insightly CRM | WORKetc | |---|---|---| | **Small-Business** | 73.2% | 87.0% | | **Mid-Market** | 20.2% | 8.7% | | **Enterprise** | 6.6% | 4.3% | ### 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:** 3.3% - **Non-Profit Organization Management:** 2.7% - **Accounting:** 2.5% - **Education Management:** 2.5% - **Other:** 56.7% #### WORKetc - **Information Technology and Services:** 16.0% - **Computer Software:** 10.0% - **Hospital & Health Care:** 10.0% - **Marketing and Advertising:** 8.0% - **Management Consulting:** 6.0% - **Internet:** 6.0% - **Human Resources:** 6.0% - **Professional Training & Coaching:** 4.0% - **Environmental Services:** 4.0% - **Accounting:** 2.0% - **Other:** 28.0% --- ## 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 (25816 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13825 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3056 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 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 (1431 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 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 WORKetc - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25816 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3056 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 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 (1431 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews) - [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews) - [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 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..." ### WORKetc No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-worketc)