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Insightly vs Less Annoying CRM

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Our analysts compared Insightly vs Less Annoying CRM 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
Less Annoying CRM Software Tool
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Product Basics

Analyst Rating

70 Detailed Analysis

User Sentiment

Great User Sentiment (1732 Reviews)

Analyst Rating

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Detailed Analysis

User Sentiment

Excellent User Sentiment (748 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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Less Annoying CRM is designed to help small businesses make it simple and efficient to handle activities surrounding leads and customers. It gives companies an easy-to-use, cloud-based platform for storing contacts, tracking leads and managing tasks to help close more deals.
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$29/User, Monthly
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$15/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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Windows
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Linux
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Chromebook
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
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Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
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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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  • User-Friendly: Use a simple product made for small business users. The lack of unnecessary features keeps the interface uncluttered and removes the need for technical expertise to set up and use the system. 
  • Collaboration: Support as many users as needed. Each user receives personal login information, and permission settings help determine the level of access for every individual. 
  • Customization: Configure the system according to unique business requirements, be it significant setup changes or minor tweaks. Includes notifications, name and color scheme, pipeline fields, contact fields, and access permissions. 
  • Import and Export Capability: Import existing contacts list by uploading spreadsheets. One-click export helps keep offline copies that include notes, companies and contacts from the CRM. 
  • Data Security: Data is stored on Amazon’s infrastructure, backed up two different ways and comes with 256-bit encryption. Backup copies are stored in multiple locations. 
  • Free Trial: Test the software for 30 days to determine if it’s a good fit. 
  • Mobile Access: Use anywhere across tablets, desktops and smartphones via web browser, without syncing or installing an app. 
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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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  • Contact Management: Store all contacts, including individuals or businesses, in a central place. Filter the views to quickly find or group certain types of contacts. Each individual record houses company and contact info, an activity list, files, notes and pipeline status. 
  • Pipeline Management: Includes four default pipeline stages, with the option to add more. Use editable templates for specific pipelines, such as orders, projects, billing and other scenarios. When adding contacts to a pipeline, it’s possible to include a task, such as following up on a specific day. 
  • Workspace: Acts as a summary dashboard, with an overview of all necessary information, from the day’s events and tasks to a pipeline report and an activity feed. 
  • Groups: Segment contacts into different groups, attach them to an existing group or create a new one. To email a particular segment, connect Less Annoying CRM to Mailchimp and then sync an audience in Mailchimp to a specific group. Groups can be public or private. 
  • Built-in Calendar: Create events and tasks within the platform via the calendar feature. Subcalendars permit greater categorization by grouping elements, such as having separate subcalendars for different levels of task priorities. Calendar sharing and sync with Google Calendar are supported. 
  • Email Log and Agenda: Store email conversations and attach them to the corresponding contact records for a complete history of interactions. Choose to receive a daily email with a checklist of any scheduled events and tasks. 
  • Integrations: Connects with third-party apps to add capabilities like lead forms, call tracking and logging, invoicing, and more. Native integrations include Mailchimp, Google Calendar and Google Contacts, while integrating with LeadsBridge and Pie Sync grants access to hundreds more apps, such as QuickBooks, Facebook Lead Ads and Shopify. Using third-party apps or Mailchimp incurs extra costs. 
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Product Ranking

#12

among all
CRM Software

#6

among all
CRM Software

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Analyst Rating Summary

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

Insightly
Less Annoying CRM
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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
Excellent User Sentiment 748 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.

96%
of users recommend this product

Less Annoying CRM has a 'excellent' User Satisfaction Rating of 96% when considering 748 user reviews from 4 recognized software review sites.

4.6 (14)
5.0 (9)
4.1 (550)
4.9 (393)
4.0 (481)
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4.7 (334)
4.6 (73)
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4.0 (614)
4.1 (12)

Awards

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Less Annoying CRM 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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Ease of Use: 99% of reviewers referencing usability mentioned the system is user-friendly, with an intuitive and uncluttered interface.
Customer Service: The support reps are easy to reach, patient and informative, as noted by every user who mentioned this aspect.
Easy to Learn: Every user who references this aspect noted minimum or no training is required, and there are short, helpful videos to understand the software.
Customization: Customizing the system is easy, according to 90% of the reviewers who talk about this feature.
Cost: The system is quite affordable, as observed by 95% of the reviewers who mention price.
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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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Integrations: The scope of integration is limited, and it lacks integrations with platforms such as Constant Contact and LinkedIn Sales Navigator, as noted by more than 55% of the reviewers who reference this feature.
Mobile App: According to 60% of reviewers who mentioned this aspect, the system needs a dedicated mobile app.
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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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Less Annoying CRM’s straightforward design caters to small business users, making it easy to use and eliminating much of the learning curve that comes with more advanced CRM platforms. It’s easy to customize, the customer support is strong and the platform is quite inexpensive as well, as noted by most reviewers. However, it lacks a robust mobile app and some important integrations. Overall, it’s an efficient system for small businesses looking for basic CRM functionality without unnecessary bells and whistles.

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Screenshots

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