Insightly vs D&B Hoovers

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

Insightly Software Tool

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.
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D&B Hoovers offers sales intelligence to help convert prospects by leveraging data and analytics. It enables faster communication between users and customers that helps businesses grow. It accelerates sales and combines comprehensive business data directly through Dun & Bradstreet Data Cloud along with analytics to deliver insight-driven outcomes.

Users can leverage it to plan sales calls to have more informed conversations, increase productivity and receive actionable data within their CRM dashboard for easy access. Real-time business intelligence, robust search capabilities and in-depth company profiles make targeting opportunities easier. The ability to reach people at the right time with the right message helps close business deals faster.
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$29/User, Monthly
Get a free price quote
Tailored to your specific needs
$49 Monthly
Get a free price quote
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
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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. 
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  • Informed Conversations: Hold informed conversations by accessing intelligence and insights in consideration of selling and marketing efforts. 
  • Extensive Insight and Analysis: Leverage the world's largest commercial data cloud with over 170 million business records and analytics to gain sales intelligence. 
  • Global Business Growth: Increase campaign performance by focusing on the most relevant opportunities that direct marketing and sales leads directly to a CRM or marketing automation platform. 
  • Suite Applications: Employ a range of products such as Email IQ, Buyer Intent, Risk Analytics and more to deliver greater efficiency and functionality and increase business performance. 
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  • 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. 
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  • Strategic Targeting: Provides powerful search and lead list building capabilities to help with leads in the pipeline. Dynamic lists assist in monitoring the market 24/7 and help ensure the maximum number of prospects in a list. 
  • Improved Sales Prospecting: Personalize sales pitches with in-depth sales intelligence on target accounts for better outcomes. Filter according to company profiles, industry analysis, technology and financial reports, buyer intent data and more. 
  • Enhanced Sales Productivity: Offers real-time trigger alerts, predictive indicators, industry-based analysis, market research reports and more to accelerate the sales process. 
  • Economic Integration: Increase alignment of sales and marketing inputs for better engagement by connecting internal tools and integrations. 
  • Prospecting Suite: Provides insight into an organization’s financial transactions and can help target companies based on those activities. 
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Product Ranking

#12

among all
CRM Software

#93

among all
CRM Software

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Analyst Rating Summary

70
we're gathering data
74
we're gathering data
81
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100
we're gathering data
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
D&B Hoovers
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 0 25 50 75 100
71%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
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User Sentiment Summary

Great User Sentiment 1732 reviews
Excellent User Sentiment 7 reviews
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.

97%
of users recommend this product

D&B Hoovers has a 'excellent' User Satisfaction Rating of 97% when considering 7 user reviews from 2 recognized software review sites.

4.6 (14)
n/a
4.1 (550)
n/a
4.0 (481)
4.75 (4)
n/a
5.0 (3)
4.6 (73)
n/a
4.0 (614)
n/a

Awards

No awards.

D&B Hoovers stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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.
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Extensive Company Data: Provides access to a vast database of company profiles, including financials, executives, technologies used, and corporate family trees, enabling comprehensive research and lead generation.
Advanced Search and Filtering: Allows users to precisely target their ideal customers using various criteria such as industry, location, company size, and revenue, streamlining the process of finding relevant leads.
Integrations: Seamlessly integrates with popular CRM systems like Salesforce and Microsoft Dynamics, facilitating data synchronization and workflow optimization.
News and Trigger Events: Delivers real-time news updates and trigger events, such as leadership changes or funding rounds, helping users identify timely sales opportunities.
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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.
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Cost: The platform can be expensive, especially for small businesses or those with limited budgets. The pricing structure can be complex and may involve hidden fees, making it difficult to predict the total cost of ownership.
Data Accuracy: Some users have reported issues with the accuracy and completeness of the data provided by D&B Hoovers. This can be a significant concern for businesses that rely on this data for critical decision-making.
User Interface: The user interface can be clunky and difficult to navigate, particularly for new users. This can lead to frustration and a steep learning curve.
Customer Support: Some users have expressed dissatisfaction with the level of customer support provided by D&B Hoovers. This can be a major issue for businesses that require timely assistance with technical problems or other issues.
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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.

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D&B Hoovers has been a big name in the biz for over a century, but how does it stack up in today's market? User reviews from the past year paint a picture of a platform with some serious strengths, but also a few drawbacks to consider. D&B Hoovers shines with its massive database of company info and insights. It's like having a crystal ball that helps you scope out potential customers and partners. Users rave about the platform's ease of use and the comprehensive data it provides, making market research and competitive analysis a breeze. But, there's a catch – the cost. Some users find the subscription fees a bit steep, especially smaller businesses or those with tighter budgets. Plus, while the data is generally reliable, there have been some grumbles about occasional inaccuracies or outdated info. Compared to alternatives like Apollo, users appreciate D&B Hoovers' user-friendly interface and extensive database, but Apollo might win out for those on a budget or needing more specific search capabilities. So, who should hop on the D&B Hoovers bandwagon? It's a solid choice for medium to large businesses that need a robust CRM solution with top-notch data and analytics. If you're willing to invest in a premium platform that can give you a leg up on the competition, D&B Hoovers is worth a look. However, smaller businesses or those just starting out might want to explore more budget-friendly options first. Remember, the CRM landscape is constantly evolving, so it's always a good idea to compare the latest offerings before making a decision.

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