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Teamleader VS Insightly

Compare Teamleader VS Insightly and see what are their differences

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Teamleader logo Teamleader

CRM, invoicing & project planning in a single tool for SME's

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
  • Teamleader Landing page
    Landing page //
    2023-09-19
  • Insightly Landing page
    Landing page //
    2023-07-14

Teamleader

Website
teamleader.eu
Pricing URL
Official Teamleader Pricing
Release Date
2012 January
Startup details
Country
Belgium
State
Oost-Vlaanderen
City
Gent
Founder(s)
Jeroen De Wit
Employees
100 - 249
Edit details

Insightly

Website
insightly.com
Pricing URL
Official Insightly Pricing
Release Date
-
Edit details

Teamleader features and specs

  • Integrated Platform
    Teamleader provides a suite of tools that integrate CRM, project management, and invoicing, which allows for seamless workflow across different business functions.
  • User-Friendly Interface
    The platform is designed with an intuitive interface that makes it easy for users to navigate and use its features without requiring extensive training.
  • Customization
    Teamleader offers customizable options for workflows and templates, enabling businesses to tailor the platform according to their specific needs.
  • Support and Resources
    Teamleader provides extensive customer support and a robust library of resources including tutorials, webinars, and documentation to help users maximize their use of the platform.
  • Automation Features
    The platform includes automation functionalities that can help reduce manual tasks and improve efficiency, such as automated invoicing and follow-up reminders.

Possible disadvantages of Teamleader

  • Cost
    While Teamleader offers a range of features, the pricing may be considered high for small businesses or startups with limited budgets.
  • Learning Curve for Advanced Features
    Although the basic interface is user-friendly, some of the more advanced features can have a steep learning curve, requiring additional time and resources to master.
  • Limited Third-Party Integrations
    Compared to other platforms, Teamleader has a limited range of third-party integrations, which might be a drawback for businesses using a variety of specialized tools.
  • Mobile App Limitations
    The mobile version of Teamleader does not offer all the functionalities available in the desktop version, which might be inconvenient for users who need to manage tasks on-the-go.
  • Reporting Capabilities
    Some users feel that the reporting features could be enhanced to provide more in-depth insights and analytics, making it easier to measure performance and outcomes.

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 Teamleader

Overall verdict

  • Teamleader is a solid choice for businesses seeking an all-in-one tool to manage projects, sales, and customer relations. Its variety of features can greatly enhance productivity and organization, particularly for small to medium-sized enterprises.

Why this product is good

  • Teamleader is valued for its comprehensive suite of tools that streamline business processes, enabling efficient management of tasks such as project planning, invoicing, and customer relationship management. It offers a user-friendly interface and integrates with a wide range of third-party applications, making it a flexible choice for businesses of varying sizes.

Recommended for

  • Small businesses looking for an integrated CRM and project management tool.
  • Medium-sized enterprises needing efficient invoicing and sales management.
  • Teams that require a simple interface with robust third-party integrations.

Teamleader videos

+ Add

REVIEW Teamleader CRM (2020)

More videos:

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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 Teamleader and Insightly)

Teamleader

Insightly

CRM
3 3%
CRM
97% 97
Accounting
100 100%
Accounting
0% 0
Sales
0 0%
Sales
100% 100
Time Tracking
100 100%
Time Tracking
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 Teamleader and Insightly

Teamleader Reviews

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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 Teamleader and Insightly, you can also consider the following products

Odoo - An all-integrated business app suite to unleash your growth potential.

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.

ERPNext - The ERP Software that helps you take full control of your business. ERPNext is both powerful and easy to use.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Exact for Time & Billing - Time tracking, invoicing, timesheet management accounting & CRM in 1.

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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