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Insightly vs iHomefinder

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Our analysts compared Insightly vs iHomefinder 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
Insightly Software Tool
iHomefinder Software Tool
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Product Basics

Analyst Rating

70 Detailed Analysis

User Sentiment

Great User Sentiment (1732 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Great User Sentiment (21 Reviews)
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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Designed for real estate professionals, iHomeFinder is a sales and marketing platform that offers efficient IDX property search and technology-driven functionalities. The offerings include email marketing, lead capture and nurturing, analytical stats, insightful reports, vast integrations, and more. Users can attract opportunities, find new prospects, bring in leads, close deals and ensure repeat business.
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$29/User, Monthly
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$144.95 Monthly
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Tailored to your specific needs
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Chromebook
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Product Assistance

Documentation
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Live Online
Videos
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Email
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Knowledge Base
24/7 Live Support
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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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  • Attract Prospects: Gain a competitive edge by ensuring easy search, sharing insights of local markets, highlighting selected listings with images and promoting active and sold listings. 
  • Increase User Engagement: Let buyers and sellers discover the business by using indexed IDX content. Boost SEO through social media sharing and backlinks. Supply consistent visitor flow using an optional website traffic service. 
  • Build Loyalty: Offer personalized content, including real-time market activity reports and statistics to educate customers, boosting trust. Keep subscribers updated with the latest price changes and sold listings. Send emails with customized content. 
  • Enhance Conversion: Convert search results and listings into lead capture opportunities by sending new and sold listing alerts, saving favorite searches for quick access, requesting listing information and property valuation, scheduling showings, and embedding contact us forms. 
  • Optimize Opportunities: Import and forward leads to streamline opportunities. Build a leads pipeline by entering contact details in device and email campaigns for easy follow up. Optimize marketing strategies by identifying traffic sources that generate conversions. 
  • Establish Brand Voice: Make a strong brand presence by incorporating branding elements and large listing photos into emails. Active and sold listing alerts, detailed market reports and automated follow-up campaigns enable clients to plan their next steps. 
  • Ensure Repeat Business: Encourage clients to return by sharing updates on market activities, neighborhood stats and trends via monthly email reports. Reach out to them on their birthdays and anniversaries. 
  • Grow Referral Network: Create newsletters for past clients, reminding them of the latest blog content. Ask them to forward important emails to prospective buyers or sellers. 
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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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  • Property Search: Ensure an easy search experience using advanced lead capture technology. 
    • Eureka Search: Included with Premium and Premium Plus plans. Search properties by address, location and MLS ID, with the option to refine results by features or locations. Define a custom search location by drawing polygons as well. 
    • Virtual Tours: Enable buyers to explore virtual content for listings. Highlight specific properties in search results and feature virtual tour links on listing details pages. View videos on YouTube, Matterport and Vimeo directly. Display scheduled virtual open house events such as livestream open houses on search result pages. Enable visitors to locate listings using the virtual tour search option, offer email subscriptions and display galleries. 
    • Analytics and Insights: Use lead activities such as searches, email clicks and listing views to prioritize and plan follow-up tasks. Track lead sources to learn which marketing channels are producing leads. 
    • Registration Prompts: Trigger customized pop-up forms throughout the search experience with controlled settings. 
    • Gated Content: Collect new leads from selected website content or file downloads by adding a registration form shortcode. Available only in WordPress websites. 
  • Real Estate CRM: Track tasks and activities, and control business growth through efficient work processes using a real estate CRM built-in to IDX website accounts or through an IDX plugin. 
    • For Agents: Attract and manage new leads and keep them coming back. Add the plugin to WordPress, Wix, Squarespace or a custom website. Deliver automated follow-up with listing recommendations and market insights based on leads’ search activity, boost website traffic and post new blogs. Stay connected with leads and spend time on the right ones. See due and upcoming tasks in a synced calendar app. 
    • For Teams: Receive instant insights about leads and deals to meet business goals. Optimize marketing strategies by identifying profitable lead sources, and make informed decisions. Follow action plans to close processes smoothly. Identify members who need assistance and top performers. Consolidate all leads and assign them to agents appropriately. 
  • Email Marketing: Build customized emails using an editor to add images and videos. Schedule messages with a few clicks and rearrange them via drag-and-drop when needed. 
    • Follow-ups: Send market data and automated listing recommendations based on search and viewing behavior of leads. Engage with personalized and dynamic follow-ups. 
    • Automated Assignment: Create rules to assign leads to specific campaigns according to their sources. 
    • Detailed Insights: Check campaign performance and subscriber activities with integrated stats about opens, clicks and more. 
    • Lead Aggregation: Import leads from different sources, such as Zillow, Trulia, Realtor.com and other lead generation services. 
    • Audience Selection: Create recipient lists by selecting contacts manually or using profile filters or tags. 
    • Relationship Building:  Automate newsletters, announcements and greetings on customer birthdays and closing anniversaries to establish loyal relationships. 
  • Market Statistics: Focus on sales using fresh data. Define local target customers using search options or by drawing locations on a map. Display real-time listings for sold, open and active properties. Keep the site updated with the latest data about inventory, prices and timing. 
  • Mobile App: Access important lead activities and information through IDX account to make informed business decisions. Connect with leads immediately. 
    •  Access, update and add leads quickly. 
    •  Check the live feed of IDX site activities. 
    •  Manage tags, contact details and lead stages. 
    •  Review and add time-stamped notes. 
    •  View and add subscriptions and campaigns. 
  • Integrations: Support any workflow using seamless integrations and exchange lead information. A lead forwarding option is available with Chime CRM, Ixact Contact, Mailchimp, Wise Agent and more. Import new leads from AgentMarketing, BoomTown, Trulia, Zillow and more. 
  • Custom IDX Data API: Comes as a standalone service. Access a complete set of IDX listing data through a downloaded data feed. Active agents or brokers managing multiple boards can simplify processes and use the data for applications that include search algorithms or analytics. Include sold listings in the Bulk Data API at an additional fee. Add pending and contingent listings if the data provider allows. 
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Product Ranking

#12

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#174

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Analyst Rating Summary

70
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74
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81
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
iHomefinder
+ 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
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 1732 reviews
Great User Sentiment 21 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.

89%
of users recommend this product

iHomefinder has a 'great' User Satisfaction Rating of 89% when considering 21 user reviews from 1 recognized software review sites.

4.6 (14)
n/a
4.1 (550)
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4.0 (481)
4.43 (21)
4.6 (73)
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4.0 (614)
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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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Lead Generation: iHomefinder offers IDX websites and widgets that capture leads directly, eliminating the need for manual data entry.
Email Marketing: The platform provides tools for creating and sending email campaigns, including drip campaigns and market reports, to nurture leads and stay connected with clients.
Contact Management: iHomefinder helps organize and manage contacts efficiently, allowing users to track interactions, schedule appointments, and set reminders.
Reporting and Analytics: Users can gain insights into their website traffic, lead generation, and marketing campaign performance through comprehensive reporting and analytics tools.
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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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Limited Customization: Users have expressed frustration with the lack of flexibility in customizing the platform to fit their specific branding and workflow needs. For example, customizing email templates or integrating with other business tools can be challenging.
Usability Challenges: Some users find the interface to be clunky and outdated, leading to a steeper learning curve and decreased efficiency. Navigating through different features and finding specific information can be time-consuming.
Mobile App Limitations: The mobile app's functionality is reportedly limited compared to the desktop version, hindering agents who rely on mobile access for managing leads and properties on the go.
Customer Support Concerns: There have been reports of slow response times and difficulty reaching customer support, which can be frustrating for users who need timely assistance with technical issues or other inquiries.
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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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iHomefinder has been a mainstay in the real estate industry for over two decades, boasting a large user base and a reputation for reliability. Recent user reviews paint a picture of a product with both strengths and weaknesses. On the one hand, users appreciate its user-friendly interface and its ability to streamline task management, making their lives easier. On the other hand, some users find the feature set lacking compared to competitors and feel the price tag is a bit steep. What sets iHomefinder apart is its tight integration with IDX property search and marketing automation tools, creating a comprehensive solution for real estate professionals. This integration allows agents to seamlessly manage leads, track interactions, and automate follow-up campaigns, ultimately boosting their conversion rates. However, some users have noted that the learning curve can be a bit steep, especially for those new to CRM systems. Overall, iHomefinder appears to be a good fit for established real estate agents and teams who value a user-friendly CRM with robust marketing automation capabilities. If you're a tech-savvy agent looking for a comprehensive solution to manage your business, iHomefinder might be worth checking out. However, if you're on a tight budget or require a more extensive feature set, you may want to explore other options. Keep in mind that the software landscape is constantly evolving, so it's always a good idea to compare the latest offerings before making a decision.

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