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Insightly VS Method

Compare Insightly VS Method and see what are their differences

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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

Method logo Method

Be organized. Stay on top of what each customer needs so nothing gets missed.
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Method Landing page
    Landing page //
    2023-09-10

We're the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed. Plus, our 100% customizable platform means you can get the perfect CRM for your unique business needs.

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.

Method features and specs

  • Integrations
    QuickBooks
  • Integrations
    Gmail, MailChimp, Google Calendar
  • CRM
    Lead management, sales pipeline, self-serve customer portals
  • Integartions
    Zapier

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

Method videos

+ Add

Welcome to Method:CRM, the #1 Rated CRM for QuickBooks

Category Popularity

0-100% (relative to Insightly and Method)

Insightly

Method

CRM
98 98%
CRM
2% 2
Sales
98 98%
Sales
2% 2
Sales Workflow
94 94%
Sales Workflow
6% 6
CRM Platforms
100 100%
CRM Platforms
0% 0

User comments

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Reviews

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

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

Method Reviews

We have no reviews of Method yet.
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What are some alternatives?

When comparing Insightly and Method, 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.

Asana - Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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!

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.

Keap - Grow Sales. Save Time. Get Organized.

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