Insightly vs Siebel CRM

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Our analysts compared Insightly vs Siebel 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.

Insightly Software Tool
Siebel CRM 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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Siebel CRM is a comprehensive software solution designed to manage customer interactions and relationships. It caters to mid-sized and large enterprises across various industries, particularly those with complex sales and service processes. Key benefits include improved customer acquisition, retention, and satisfaction through automated workflows, data-driven insights, and personalized experiences. Popular features include sales opportunity management, contact management, service request management, and reporting and analytics. User reviews highlight the platform's robust functionality, scalability, and customization options. However, some users report a steeper learning curve compared to other CRM solutions. Pricing varies depending on the deployment model, number of users, and additional modules required. Annual subscription fees typically range from tens of thousands to hundreds of thousands of dollars. Overall, Siebel CRM offers a powerful and comprehensive solution for managing customer relationships, particularly for larger organizations with complex needs. However, its steeper learning curve and higher price point might not be suitable for small businesses or those with simpler requirements.

Pros
  • Robust functionality
  • Scalable and customizable
  • Data-driven insights
  • Improved customer satisfaction
  • Automated workflows
Cons
  • Steeper learning curve
  • High price point
  • Complex for simple needs
  • Limited mobile functionality
  • Customization can be time-consuming
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$29/User, Monthly
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$50/User, Monthly
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Small 
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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
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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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  • Deploy in the Cloud: Available via the Oracle Compute Cloud Service (OCCS). Reduce TCO, scale environments as needed, accelerate the start-up time and achieve a minimum uptime of 99.95%. 
  • Increase Agility: A continuous release model ensures regular updates that provide faster access to new features and security improvements. Also simplifies the updating process to minimize maintenance costs. 
  • Build on a Flexible Platform: Siebel Open UI uses one framework that supports multiple use cases, such as mobile, touch and employee-facing, offering a tailored user experience based on role. 
  • Gain Sales Insights: Gain visibility into pipeline and sales performance. Seamless integration with the other Siebel applications helps phase deployments. Segment sales regions, identify where to take action and offer tailored coaching to team members. 
  • Make Better Decisions: A 360-degree, real-time view of all sales activities enhances decision making. 
  • Execute Multichannel Campaigns: Integrate workflows, collaborate on approvals and use financial models to optimize marketing spend. Easily track campaigns via a command center. Up-to-date customer info enables the creation of personalized, targeted campaigns. 
  • Enhance Customer Service: Contact center teams can view historical customer interactions and respond to emails automatically. They can also ensure timely, comprehensive service for any customer or employee problems via a native help desk. 
  • Facilitate Mobile Service: Manage field service activities such as scheduling and contract management, as well as streamline and improve claims processes. 
  • Connect CRM With Social Media: An integrated framework connects the system with Oracle Social Relationship Management Cloud Service. View all contact info, address issues on social networks, transfer social media leads into Siebel CRM and more. 
  • Extend Capabilities: Integration with Oracle’s BI applications provides a range of analytics functionality. Additionally, connect with the Oracle CX Cloud Suite to provide a unified ecosystem, ensuring customer-centric experiences. 
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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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  • Sales Tools: On-the-go sales reps can access information while in person, respond to inquiries faster and increase sales. Capturing quotes and orders makes tracking products easier and offers insights that optimize product bundle targeting, prices, and cross-sell and upsell. 
  • Marketing Capabilities: Manage everything from events to email marketing and web marketing. Plan and track budgets while analyzing marketing activities via the resource management module. 
  • Dynamic Catalog: Define selling rules and maintain catalogs with this module. It integrates product selection and configuration to support comprehensive search options, configurations, and targeted upsell and cross-sell offers. 
  • Pricing Analytics: Make context-based decisions using consistent data. Determine product demand and gauge the overall effectiveness and pricing impact across various regions and offers such as discounts, incentives and more. 
  • Quote and Order Lifecycle Management: Ensure order completion, validity and accuracy. Support pricing and product configurations. Approve quotes, verify credit and payment, and analyze orders for greater understanding of the process and pipeline. 
  • Mobile Access: Maintain flexible access to key data: 
    • Remote capabilities support mobile devices such as laptops and tablets.
    • Siebel Mobile lets field workers view key data from iOS and Android devices as well as pagers.
    • The server sync feature integrates Microsoft Exchange Server and Siebel CRM’s database for automatic data syncing.
    • Wireless and handheld solutions cover mobility needs.
  • Loyalty Management: Build campaigns that drive loyalty without the need for IT expertise. Leverage marketing, analytics and service tools to boost profits and cut expenses while getting the most out of each customer relationship. 
  • Partner Management: Facilitate management of partner relationships by: 
    • Sharing information and streamlining processes for marketing, sales and other areas.
    • Overseeing partner relationships with tools for lead tracking, forecasting, partner progress assessments, complex pricing and channel operations management.
    • Supporting partner communities via a partner portal.
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Product Ranking

#12

among all
CRM Software

#24

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
Siebel CRM
+ 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
Good User Sentiment 485 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.

72%
of users recommend this product

Siebel CRM has a 'good' User Satisfaction Rating of 72% when considering 485 user reviews from 5 recognized software review sites.

4.6 (14)
4.8 (10)
4.1 (550)
3.4 (367)
4.0 (481)
4.6 (11)
4.6 (73)
4.2 (13)
4.0 (614)
4.0 (84)

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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Centralized Customer Data: Siebel CRM provides a single platform for managing all customer data, offering a 360-degree view of customer interactions and relationships across sales, marketing, and service.
Improved Sales Efficiency: Siebel CRM automates workflows, streamlines opportunity management, and provides data-driven insights to improve sales forecasting and close rates.
Enhanced Customer Service: Siebel CRM facilitates collaboration between different departments, ensuring consistent and efficient service delivery across all touchpoints.
Increased Customer Satisfaction: By providing a personalized customer experience and resolving issues quickly, Siebel CRM helps businesses improve customer satisfaction and loyalty.
Scalability and Flexibility: Siebel CRM can be easily scaled to accommodate the needs of growing businesses and can be customized to meet specific industry requirements.
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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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Steeper Learning Curve: Siebel CRM's extensive functionality can be complex to learn and navigate, particularly for users with limited experience with CRM systems.
High Price Point: The cost of licensing, implementation, and maintenance for Siebel CRM can be significantly higher than other CRM solutions, making it less accessible for small businesses and startups.
Limited Mobile Functionality: While mobile apps are available, some users report limitations in functionality and user experience compared to the desktop version.
Overkill for Simple Needs: For businesses with straightforward sales processes and limited customer data, Siebel CRM's extensive features may be unnecessary and cumbersome.
Customization Can Be Time-Consuming: Although highly customizable, tailoring Siebel CRM to specific workflows and needs can be a complex and time-intensive process.
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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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Siebel CRM receives mixed reviews, with users praising its robust features and scalability while criticizing its steep learning curve and high price point. One user noted that "Siebel is like the Cadillac of CRMs – powerful and feature-rich," but also acknowledged that "it's not for the faint of heart and requires significant training." Conversely, others found it overwhelming compared to simpler alternatives, lamenting that "it's like trying to drive a Formula One race car to the grocery store." When comparing Siebel to competitors like Salesforce, users often highlighted the difference in focus. They recognized Salesforce's user-friendliness and flexibility for small businesses, but believed Siebel offered deeper functionality and customization options for complex sales processes. One user commented, "Salesforce feels like a friendly neighborhood store, while Siebel is like a high-end boutique with everything you could ever need – but only if you can afford it and know how to use it." Ultimately, Siebel appears best suited for large enterprises with complex needs and the resources to invest in its implementation and ongoing maintenance. As one user summarized, "If you're a small business or have simple needs, there are better options out there. But if you're a large organization with a lot of data and complex workflows, Siebel is the most powerful and customizable tool on the market."

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