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Insightly VS Formstack

Compare Insightly VS Formstack and see what are their differences

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Contents:
  1. ยป Base Details
  2. ยป Videos
  3. ยป Reviews
  4. ยป Alternatives

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

Formstack logo Formstack

Use our drag and drop online form builder for surveys, registrations, payment collections, lead generation and more. Our online forms offer robust features and 50+ integrations that allow you to automate workflows, capture leads & more.
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Formstack Landing page
    Landing page //
    2023-04-21

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.

Formstack features and specs

  • Ease of Use
    Formstack offers a user-friendly interface that makes it easy for non-technical users to create forms without the need for coding knowledge.
  • Variety of Templates
    The platform provides a wide range of customizable templates for various purposes such as surveys, contact forms, and event registrations, which can save time for users.
  • Integrations
    Formstack integrates seamlessly with a plethora of third-party applications including CRM systems, email marketing tools, and payment gateways, enhancing its versatility.
  • Security Features
    With advanced security measures like SSL, data encryption, and compliance with standards such as GDPR and HIPAA, Formstack ensures data privacy and integrity.
  • Powerful Analytics
    The platform provides robust analytics and reporting tools, which help users to gain insights from form submissions and improve decision-making processes.

Possible disadvantages of Formstack

  • Cost
    Formstack can be relatively expensive, especially for small businesses or individual users, with tiered pricing plans that might not fit all budgets.
  • Learning Curve for Advanced Features
    While basic form creation is straightforward, some of the more advanced features and functionalities may require a steeper learning curve for new users.
  • Customer Support
    Some users have reported that customer support can be slow or unresponsive at times, which can be a drawback when immediate assistance is needed.
  • Form Limits
    Lower-tier plans come with limitations on the number of forms, storage, and submissions, which can be restrictive for users with high-volume needs.
  • Customization Restrictions
    Although Formstack offers a range of templates, customization options can be somewhat limited without access to higher-tier plans or additional purchases.

Analysis of Formstack

Overall verdict

  • Formstack is a reputable and reliable form-building tool that caters to a variety of needs, from simple form creation to complex workflow automation. It is well-suited for users looking for an intuitive and versatile platform to manage data collection effectively.

Why this product is good

  • Formstack is considered good for several reasons. It offers a user-friendly interface that allows individuals and businesses to create forms without extensive technical expertise. The platform also provides a wide range of customization options, integrations with various third-party applications, and robust data management features. Furthermore, its security measures ensure that user data is protected, making it a trustworthy option for sensitive information gathering.

Recommended for

  • Small to medium-sized businesses seeking easy-to-use form solutions.
  • Organizations requiring secure data collection and storage.
  • Marketing teams looking to integrate form data with CRM tools.
  • Non-profits and educational institutions that need to gather and manage data efficiently.
  • Event planners and coordinators who need to manage registrations and RSVPs.

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

Formstack videos

+ Add

Formstack Review - Build Payment Forms

More videos:

  • Review - How it works | Formstack Workflows Add-on
  • Review - Hi, we're Formstack!

Category Popularity

0-100% (relative to Insightly and Formstack)

Insightly

Formstack

CRM
100 100%
CRM
0% 0
Forms And Surveys
0 0%
Forms And Surveys
100% 100
Sales
100 100%
Sales
0% 0
Form Builder
0 0%
Form Builder
100% 100

User comments

Share your experience with using Insightly and Formstack. For example, how are they different and which one is better?
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Reviews

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

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 Salesforceโ€™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. Insightlyโ€™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: Hereโ€™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

Formstack Reviews

10 SurveyMonkey Alternatives and Competitors in 2024
From simple contact forms to complex surveys and event registrations, Formstack Forms offers a versatile platform to collect feedback and organize data effectively. This SurveyMonkey alternative provides more advanced features like conditional logic, data routing, and third-party integrations with popular apps, ensuring seamless data flow and automation.
Source: clickup.com
10 Better Alternatives to Survey Monkey for Comprehensive Data Collection
Formstack emerges as a strong alternative to Survey Monkey, particularly for users who prioritize versatile form-building capabilities, robust integration options, and advanced security features. Its emphasis on data security and compliance makes it a reliable choice for organizations in regulated industries. While it offers a free trial, the paid plans provide a...
Source: www.zoho.com
19 Best Online Documentation Software & Tools for 2023
Formstack is another documentation tool that eliminates all the paperwork and automates the document creation process. It is a simple document creator that lets you produce different kinds of documents, right from proposals and applications to business contracts and agreements. With a drag-and-drop interface, you can build dynamic documents from a single source and upload...
Source: www.proprofskb.com
Typeform Alternatives: Tools for Surveys, Forms, and Quizzes
Overall, Formstack gets great reviews regarding administering the tool and customer support. While Formstackโ€™s pricing is not very competitive, they have fewer restrictions on the number of forms and responses you can receive.
Source: survicate.com
27 Best Typeform Alternatives In 2022 (Free & Paid)
Formstack's pricing is higher than Typeform's ... and the majority of alternatives on our list. It's a truly enterprise-grade product, and so if you're an entrepreneur or a small business, you might need to look for more affordable options.
Source: marketsplash.com

Social recommendations and mentions

Based on our record, Formstack seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Insightly mentions (0)

We have not tracked any mentions of Insightly yet. Tracking of Insightly recommendations started around Mar 2021.

Formstack mentions (1)

  • [FOR HIRE] Senior Software Engineer - Full Stack
    Tired of paying $50 monthly for form mail on your website from https://formstack.com. Source: about 5 years ago

What are some alternatives?

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

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.

Typeform - Create beautiful, next-generation online forms with Typeform, the form & survey builder that makes asking questions easy & human on any device. Try it FREE!

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Survey Monkey - Create and publish online surveys in minutes, and view results graphically and in real time. SurveyMonkey provides free online questionnaire and survey software.

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.

Google Forms - Simple web forms from Google.

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