Home > CRM Software > Insightly > Insightly vs Cirrus Insight

Insightly vs Cirrus Insight

Last Updated: November 18th, 2024

Our analysts compared Insightly vs Cirrus Insight based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.

Cirrus Insight makes it easy for Salesforce users to manage all sales and marketing tasks on one dashboard. Users can track emails, schedule meetings, set follow-ups and more from their inbox. Android and iOS apps enhance productivity. Users can create or update contact information, see email performance, check their inbox, mark meetings on calendars and view customer profiles.

Salesforce integration provides additional functionality for sales professionals, and 16 certified Salesforce Admins are available to answer questions. An organization-wide deployment model helps align work for all users and teams.

$29/User, Monthly

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$14/User, Monthly

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports.
Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero.
Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in.
Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations.
Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab.
Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion.
Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync.

Unified Integration: Easily handle commonly used apps through one Gmail account by integrating all required apps on a single dashboard. This helps track all activities through one single page so no tasks are missed. Syncs with all Salesforce applications, along with a few other commonly used ones such as Adobe, Ambition, Eloqua, Drawloop, HubSpot and many more.
Time Saver: Save hours of manual work by automatically syncing apps and useful data. It auto-updates data and sends notifications about tracked emails, scheduled meetings, upcoming follow-ups and a lot more.
Enterprise-Centric: Leverage a range of services for enterprise-level companies to enhance productivity and performance. Capabilities include validation rules, custom objects, record types and dependent picklists, which aid smarter work.
Free Trial: Use free for 14 days to gauge functionality and features and determine if the product is a good fit based on company needs. Doesn’t require entering credit card information.

Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality.
Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts.
Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality.
Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards.
Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation.
Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows.

Sales Insights:

Offers detailed insight into the customer buying journey with features such as link tracking, quotes and reminders on upcoming proposals.
Supports scheduling client meetings that avoid time zone conflicts and other issues.
Presents company information right across emails, helping gain fruitful sales and marketing outcomes.

Salesforce Integration: Makes usability and data more reliable and uncluttered.

Automatically sync inbox with Salesforce to create new leads, surface contact profiles while in the email interface and pull email templates from Salesforce.
Sync calendar events with Salesforce and updates contact records without having to log in to Salesforce.

Enterprise Scheduling: Simplifies the process of managing meetings and busy schedules. Allows scheduling meetings in advance and lets prospects choose a suitable date and time to reschedule another meeting.
Flight Plans: Helps users of any technical skill engage with prospects using drip campaigns and set up a timeline for productive results. Has capabilities for nurturing client relationships, such as email tracking, customized messaging, and one-click calls and meetings.
Attachment Tracking: Keeps sales and marketing teams aligned by providing a repository of approved content to use. Also provides analytics that measure reader engagement and allows taking back documents after they’ve been sent, making it easy to rectify errors.
Analytics: Delivers insights into prospect data, which managers can use to build and share useful marketing and sales collaterals with their teams.

Product Ranking

#12

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#79

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly

Cirrus Insight

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71%

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User Sentiment Summary

81%

of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

84%

of users recommend this product

Cirrus Insight has a 'great' User Satisfaction Rating of 84% when considering 1471 user reviews from 4 recognized software review sites.

4.6 (14)

5.0 (11)

4.1 (550)

4.2 (1312)

4.0 (481)

n/a

4.2 (102)

4.6 (73)

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4.0 (614)

4.1 (46)

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.

Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.

Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.

Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.

Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.

Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.

Integration: Connection with G Suite, Salesforce account management, streamlined admin assistance integrations and more make the product’s functionality easy, mention 100% of reviews about integrations.

Sync and Scheduling: Syncing with a calendar and adding client correspondence directly to Salesforce helps schedule meetings and collaborate with clients, according to 66% of reviews on this topic.

Navigation and Tracking: The software is easy to navigate and tracks emails opened, providing knowledge of engagement for the intended audience, note 87% of users mentioning these features.

Workflow: Aligned workflows help boost productivity in the experience of 80% of users mentioning workflows.

Automation: A map sync feature automatically records everything into Salesforce, saving time and making the application easy to use, according to 66% of users referring to automation.

Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.

Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.

Difficult Customization: Users can only assign one standard object besides the contact, which makes it difficult to customize, according to 66% of users writing about customization.

Cumbersome: The platform keeps logging out after each session, making the system slow, suggest 61% of users reviewing this feature.

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

Cirrus Insight helps Salesforce users track email activity and streamline tasks like scheduling calls. Its chief advantage is its extensive integrations, particularly with Salesforce, to help record data and provide actionable insights. The majority of users also cite its automation and workflows as key elements that save time and enhance productivity. However, customization is restricted and the system requires users to keep logging in for every session, which makes it tedious to use. It’s best for businesses looking to automate their operations and enhance their marketing and sales performance through seamless Salesforce integration.

Screenshots

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FAQ

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