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Contactually VS Insightly

Compare Contactually VS Insightly and see what are their differences

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The most intuitive platform to manage projects and teamwork featured
Contents:
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  2. » Videos
  3. » Reviews
  4. » Alternatives

Contactually logo Contactually

Contactually is a web-based CRM tool that will help maximize your network ROI, get more referrals & gain more repeat business. Start your free trial today!

Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
  • Contactually Landing page
    Landing page //
    2022-07-10

  www.contactually.comSoftware by Contactually

  • Insightly Landing page
    Landing page //
    2023-07-14

Contactually features and specs

  • User-Friendly Interface
    Contactually offers an intuitive and easy-to-navigate interface, which makes it simple for users to manage their contacts and communication.
  • Bucket System
    The bucket system allows users to categorize contacts into different segments for targeted communication and better organization.
  • Automated Follow-Ups
    Contactually helps users automate follow-up emails, ensuring that no important contact falls through the cracks.
  • Integration Capabilities
    The platform integrates with various other tools and services like email, CRM systems, and social media channels, enhancing its utility.
  • Analytics and Reporting
    Users can access detailed analytics and reporting to track the effectiveness of their outreach and relationship-building efforts.

Possible disadvantages of Contactually

  • Pricing
    Contactually can be expensive for small businesses or individual users compared to other CRM solutions available in the market.
  • Limited Customization
    Some users may find the customization options for buckets and templates limited, restricting their ability to personalize the software to their specific needs.
  • Learning Curve
    Although the interface is user-friendly, there can be a learning curve for new users to fully understand and utilize all the features effectively.
  • Email Tracking Issues
    Some users have reported inconsistencies and issues with the email tracking feature, which can affect the reliability of tracking engagement.
  • Customer Support
    Customer support has been noted to be not as responsive or helpful as some users would prefer, potentially delaying issue resolution.

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

Analysis of Contactually

Overall verdict

  • Contactually was generally considered a good CRM solution, especially for small to medium-sized businesses and professionals who prioritize relationship building. However, since Contactually was acquired by Compass and subsequently discontinued as a standalone product in 2020, it is no longer available. As a result, users are recommended to consider alternatives or see how Compass has integrated its features.

Why this product is good

  • Contactually was a popular CRM tool designed to help users manage and strengthen their professional relationships. It aimed to streamline contact management through features like automated follow-ups, lead nurturing, and the ability to organize contacts into buckets for better segmentation. The platform was particularly valued for its user-friendly interface and effective email tracking capabilities, making it a helpful tool for professionals in relationship-driven industries.

Recommended for

    Contactually was ideal for real estate agents, consultants, and other professionals who needed to manage a large volume of relationships and wanted a CRM that offered more personal interaction capabilities. For current alternatives, users should assess CRM tools that emphasize relationship-focused features similar to those Contactually offered.

Contactually videos

+ Add

Contactually CRM Review

More videos:

  • Review - Contactually: Fast, Easy CRM Review @contactually
  • Review - Contactually Review

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Category Popularity

0-100% (relative to Contactually and Insightly)

Contactually

Insightly

CRM
13 13%
CRM
87% 87
Sales
13 13%
Sales
87% 87
Small Business CRM
100 100%
Small Business CRM
0% 0
CRM Platforms
0 0%
CRM Platforms
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Contactually and Insightly

Contactually Reviews

7 Best Personal CRM Systems in 2020
Pros: Contactually is available via mobile and desktop. By connecting your email you can sync your contacts and communication history. This software allows you to prioritize the relationships that will be the most valuable to you. Contactually helps you create email templates and automation to simplify your workflow. You can group your clients into groups Contactually calls...
Source: zoowho.com
13 Personal CRM systems for your everyday life
https://www.contactually.com/ Contactually is a lite CRM that does a fantastic job of keeping you on top of your relationships. With a mobile and web based solution, Contactually provides a great system to grow and nurture the relationships that drive your business.
Source: ryzeapp.co

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

What are some alternatives?

When comparing Contactually and Insightly, you can also consider the following products

HubSpot CRM - Free CRM software for small businesses.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Keap - Grow Sales. Save Time. Get Organized.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Less Annoying CRM - A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

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