Home > CRM Software > Insightly > Insightly vs RepairShopr

Insightly vs RepairShopr

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Our analysts compared Insightly vs RepairShopr 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
RepairShopr 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 (244 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 specifically for repair shops and IT support businesses, RepairShopr offers an easy-to-use platform to manage invoicing, ticketing, point of sale (POS) and marketing. It helps build and maintain customer relationships, ensure repeat business, attract new customers and increase shop efficiency with a streamlined workflow.

It offers appointment, inventory, database management and web management capabilities, along with billing summary and invoice records, customer credit tracking, and barcode creation.
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$29/User, Monthly
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$49.99 Monthly, Freemium
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Product Assistance

Documentation
In Person
Live Online
Videos
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Email
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FAQ
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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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  • Free of Cost: A free version of the software is available for users to test things out. This lets them check whether or not the solution is a fit for their business. 
  • Enhanced Capabilities: The platform integrates with third-party apps including niche industry software like d7, RepairTech, Max Focus, Toggl and TeamViewer. It also connects with Zapier, Office 365, Slack, Dropbox, Xero, Stripe, Authorize.net, PayPal, Google Calendar, Google Cloud Print and Quickbooks. 
  • Field Support: Users can view calendar appointments while in the field by enabling the two-way Google Calendar sync. 
  • Customization: A customizable template system offers the flexibility to edit the HTML-based PDF templates. Users can add HTML tags to create new layouts and personalized PDF templates. It allows users to edit emails, add shop terms and disclaimers, and create professional invoices, estimates and tickets. 
  • Localization: The software caters to non-U.S. companies, offering international currency and cash denomination support, worldwide SMS support and tax inclusive pricing with VAT invoice support. It also provides localized dates, spellings and languages (only for the customer portal). 
  • Multiple Location Management: The platform supports supervision of multiple stores at different locations from a single account. Users can stay organized and keep track of critical data with location-based documents and consolidated reports. 
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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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  • Core CRM: RepairShopr allows users to access the entire database instantly. It’s equipped with email marketing, a calendar and reminders, SMS and email integration, summary billing statements, tracking of referral sources, segmentation, document storage, marketing automation integration, quotes and proposals, auto-print barcode labels and internal chat integration. 
  • Integrated Marketing: This tool helps companies bring in new business by sending automated customer follow ups and auto-emails. It includes custom built lists, custom campaigns for sales and promotions, automatic collection of social media links and one-click follow up emails. 
  • Leads: This customizable wizard enables one-click customer conversion and creates a seamless flow that helps increase business from web traffic. Notifications alert support agents to customer issues so they can respond quickly, and it allows customers to create tickets from the website. 
  • Reporting: Insights and detailed reports are available for different areas like ticketing, invoicing, CRM and inventory. All reporting features are updated regularly. 
  • Customer Web Portal: Companies can serve users better by providing service statuses and invoice histories, as well as approving or declining estimates. Customers can view their account history and can download PDFs of previous tickets and invoices.
  • Customer Map: Using this tool, users can visualize data to glean insights and quickly analyze the geographical distribution of their target customers. 
  • Ticket Management: Users can filter tickets by assigned tech and current ticket status; organize the tickets by problem type, status or customer; and track tickets by due date or creation date. The lightweight workflow prompts users on what to work on next without slowing things down. 
  • Ticket Dashboard: This feature offers a centralized overview of the status breakdown and ticket quantity to help prioritize jobs. Configurable color coding ensures visibility for urgent items. 
  • Ticket Tracker: Support agents can keep customers updated with the ticket progress bar. They can create custom ticket fields, make single-step updates to the status, use the built-in timer for tracking, send automatic updates or prevent sharing and add other details as required. It includes inbound and outbound email and SMS integration, and one-click creation of invoices from ticket charges. 
  • Image and File Attachment: Users can fetch documents from different platforms and attach images using Dropbox, a webcam or mobile devices. 
  • Customizable Intake Form: These forms automatically fit into the ticket workflow and let customers sign physical or digital copies. 
  • Invoicing: This module allows users to scan serial numbers to invoices for warranty tracking, access recurring invoicing, scan barcodes for line items and insert payment links in emailed invoices. They can send invoices via email, SMS and snail mail. The software provides smooth checkout with payment types that are customizable, digital signatures for touchscreens, and a deposit and cart system. 
  • POS: Directly integrated with the inventory module, the POS system calculates changes automatically, manages multiple cash registers and supports barcode scanning. It offers reporting for individual retail shops and store chains. 
  • Inventory Management: This module offers batch tracking, return tracking and vendor information. Users can monitor stock levels, receive reminders about reorders, check barcode labels, specify both non-taxed and taxed items, and add warranties. It's equipped with a vendor and PO system, along with customizable product categories with reporting. It allows users to average the cost for variable price items as well as manage retail and wholesale pricing. 
  • Tracking Part Orders: This feature allows users to check part orders at different stages — from ticket raising to invoicing. They can track one-off purchases, associate them with a ticket and have them charge automatically upon invoicing. 
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Product Ranking

#12

among all
CRM Software

#88

among all
CRM Software

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Analyst Rating Summary

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

Insightly
RepairShopr
+ 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

88%
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User Sentiment Summary

Great User Sentiment 1732 reviews
Excellent User Sentiment 244 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.

90%
of users recommend this product

RepairShopr has a 'excellent' User Satisfaction Rating of 90% when considering 244 user reviews from 2 recognized software review sites.

4.6 (14)
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4.1 (550)
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4.0 (481)
4.52 (122)
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4.5 (122)
4.6 (73)
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4.0 (614)
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Awards

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RepairShopr 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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Streamlined Ticket Management: RepairShopr offers efficient ticket creation, assignment, and tracking, ensuring smooth workflow management for customer support teams.
Customizable Interface: Users appreciate the ability to tailor the platform to their specific needs, including custom fields, workflows, and branding options.
Integrations: RepairShopr integrates with various third-party tools, such as QuickBooks and Xero, for seamless data synchronization and enhanced functionality.
Mobile App: The mobile app allows technicians to access and update tickets, manage inventory, and communicate with customers while on the go.
Reporting and Analytics: RepairShopr provides comprehensive reporting tools to track key metrics, identify trends, and gain insights into business performance.
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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: RepairShopr's interface and workflow might feel restrictive for businesses with unique or complex processes, as it offers limited options for customization to tailor the platform to specific needs.
Reporting Challenges: Generating custom reports or extracting specific data insights can be cumbersome due to the platform's reporting limitations, potentially hindering data-driven decision-making.
Mobile App Shortcomings: The mobile app's functionality may not fully mirror the web version, potentially impacting technicians or users who rely on mobile access for field work or remote operations.
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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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Is your business in need of a tune-up? RepairShopr might just be the wrench in the works you need. RepairShopr users rave about its comprehensive features, especially inventory management and its built-in POS system, which simplifies the sales process and keeps track of every nut and bolt. The ability to create custom fields and workflows is a major plus, allowing businesses to tailor the software to their specific needs. RepairShopr's customer support also receives high marks, with users praising the team's responsiveness and helpfulness. However, some users find the interface a bit clunky and dated, and the mobile app could use some improvement. Compared to competitors like ServiceTitan and Housecall Pro, RepairShopr is often seen as a more affordable option with a wider range of features, making it a solid choice for small to medium-sized businesses looking for a one-stop shop to manage their operations. But for larger enterprises or those needing industry-specific features, other platforms might be a better fit. Overall, RepairShopr appears to be a reliable and versatile tool that can help businesses streamline their repair processes and boost efficiency. Keep in mind that software is constantly evolving, so it's always a good idea to check the latest reviews and comparisons before making a decision.

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