Home > CRM Software > Insightly > Insightly vs Top Producer

Insightly vs Top Producer

Last Updated:

Our analysts compared Insightly vs Top Producer 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
Top Producer Software Tool
Get Free Demo Demo    Request Pricing Pricing
Get Free Demo Demo    Request Pricing Pricing

Product Basics

Analyst Rating

70 Detailed Analysis

User Sentiment

Great User Sentiment (1732 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Poor User Sentiment (153 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.
read more...
Top Producer offers a set of cloud-based solutions tailored for the real estate industry, enabling brokers and agents to be more effective with their marketing and sales efforts. A tiered pricing model provides flexibility based on an agency’s needs.

It’s mainly used by small businesses but can support larger companies as well. Capabilities include a client database, contact profiles, website builder, lead generation, automated email marketing, reports, lead management and integrations.
read more...
$29/User, Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
$299 Monthly
Free Trial is unavailable →
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
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. 
read more...
  • Easily Create a Website: Take the hassle out of creating an agent website with prebuilt designs, easy-to-use tools and an intuitive interface. 
  • Connect With Leads: Ensure leads don’t fall through the cracks by leveraging real-time engagement guidance to follow up promptly. 
  • Keep Clients Informed of Market Changes: Stay on top of the latest price reductions, new job listings and sold properties via connection with MLS sources. 
  • Drive More Leads: Increase the number of leads by integrating Zapier automatically for importing leads generated from Google forms, Facebook ads and other sources outside the CRM. 
  • Obtain Free Assistance: The support team provides coaching, and will assist with website setup if needed. 
read more...
  • 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. 
read more...
  • Database: This feature keeps contacts organized and makes it easy to track down information with rich profiles that give a complete view of each lead, including the history of interactions. It also simplifies data entry by offering import and export options that retain tags and notes attached to the contact. 
  • Follow Up Coach: Streamline the follow-up process with real-time reminders to contact leads. Receive recommended discussion topics and suggestions on the best time to reach out. 
  • Email Marketing: Boost open and click-through rates with prebuilt templates and performance insights. 
  • Mobility: A responsive design for mobile and tablets increases productivity through the option to access the system no matter where or what device is used. 
  • Communication Tools: Connect with leads more effectively by sending relevant messages based on their stage. In-platform email and text apps further aid and streamline communication. 
read more...

Product Ranking

#12

among all
CRM Software

#15

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

70
we're gathering data
74
we're gathering data
81
we're gathering data
100
we're gathering data
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
Top Producer
+ 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%
0%
29%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
69%
8%
23%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
40%
40%
20%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
57%
0%
43%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
43%
0%
57%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
63%
13%
24%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
0%
0%
100%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
10%
23%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
33%
11%
56%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
38%
0%
62%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
50%
0%
50%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
0%
12%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

User Sentiment Summary

Great User Sentiment 1732 reviews
Poor User Sentiment 153 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.

59%
of users recommend this product

Top Producer has a 'poor' User Satisfaction Rating of 59% when considering 153 user reviews from 2 recognized software review sites.

4.6 (14)
n/a
4.1 (550)
2.1 (68)
4.0 (481)
n/a
n/a
3.6 (85)
4.6 (73)
n/a
4.0 (614)
n/a

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.
Show more
Workflow: 60% of reviews on this feature said the platform’s streamlined workflows makes it easier to use.
Customer Support: Top Producer’s customer service helps users through everything from product queries to understanding the features, leading to a better experience, according to 50% of reviews about support.
Business Management: 58% of reviewers mentioning this feature indicated that they were able to align work processes and manage tasks without any difficulty.
Show more
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.
Show more
Integration: 62% of reviews about integration mentioned the platform lacks basic integrations such as texting features, support for Google Voice and an email interface.
Syncing: Problems syncing the calendar and contacts, along with duplicate contacts, forced users to spend time manually removing extra data, as noted by 55% of reviews on the topic.
Not User-Friendly: 65% of users referring to usability asserted that the platform is complex, difficult to use and outdated.
Not Intuitive: 70% of users referring to this aspect said the software lacks intuitive functionality and is clunky.
Lack of Features: There aren’t enough features for the price charged, according to 66% of users who mention this element.
Show more

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.

Show more

Top Producer offers CRM capabilities for the real estate industry, including client management, website development and free MLS integration. It helps streamline tasks via workflows and enables users to align tasks and goals using business process management tools. However, many reviewers found it difficult to use and not intuitive. It’s also missing important third-party integrations, and reviewers felt it needs more features to justify the cost. Real estate professionals may find it useful to enhance their operations, but there are enough drawbacks that buyers should look into other solutions as well.

Show more

Screenshots

Top Alternatives in CRM Software

Copper CRM
Creatio
Dynamics 365 Sales
Freshsales
HubSpot Sales
monday sales CRM
Nimble CRM
Oracle Sales Cloud
Pipedrive
Pipeliner CRM
Salesforce Sales Cloud
SAP Sales Cloud
Sugar Sell
Zendesk Sell
Zoho CRM

Related Categories

Accounting CRM Software
Android CRM Software
Automotive CRM Software
Casino CRM Software
Channel Management Software
Church CRM Software
Cloud CRM Software
Complaint Management Software
Construction CRM Software
CRM For Commercial Real Estate
CRM For Consulting
CRM For Macs
CRM Insurance
CRM Software For Project Management
Custom CRM Software
Customer Analytics Software
Customer Data Platforms
Customer Database Software
Customer Engagement Platforms
Customer Journey Mapping Software
Customer Profile Software
Customer Retention Software
Customer Success Software
Distribution CRM Software
Ecommerce CRM Software
Email Tracking Software
Financial Services CRM Software
Fundraising CRM Software
Higher Education CRM Software
Hotel CRM Software
Influencer Marketing Software
IT Ticketing Systems
Knowledge Base Software
Lead Management Software
Legal CRM Software
Market Intelligence Software
Marketing Agency Software
Marketing Analytics Software Tools
Marketing Attribution Software
Marketing Automation Software
Marketing Resource Management Software
Mortgage CRM Software
Nonprofit CRM Software
Online CRM Software
Pharmaceutical CRM Software
Press Release Distribution Software
Restaurant CRM Software
Retail CRM Software
Sales Force Automation Software
Sales Management Software
Sales Mapping Software
Travel Agency Software
Venue Management Software
Show more
Accounting CRM Software
Android CRM Software
Automotive CRM Software
Casino CRM Software
Channel Management Software
Church CRM Software
Cloud CRM Software
Complaint Management Software
Construction CRM Software
CRM For Commercial Real Estate
CRM For Consulting
CRM For Macs
CRM Insurance
CRM Software For Project Management
Custom CRM Software
Customer Analytics Software
Customer Database Software
Customer Engagement Platforms
Customer Journey Mapping Software
Customer Profile Software
Customer Retention Software
Customer Success Software
Distribution CRM Software
Ecommerce CRM Software
Email Tracking Software
Financial Services CRM Software
Fundraising CRM Software
Higher Education CRM Software
Hotel CRM Software
Influencer Marketing Software
IT Ticketing Systems
Knowledge Base Software
Lead Management Software
Legal CRM Software
Marketing Analytics Software Tools
Marketing Attribution Software
Mortgage CRM Software
Online CRM Software
Pharmaceutical CRM Software
Press Release Distribution Software
Restaurant CRM Software
Retail CRM Software
Sales Acceleration Software
Sales Management Software
Sales Mapping Software
Travel Agency Software
Venue Management Software
Show more

Head-to-Head Comparison

Insightly VS Copper CRM
Insightly VS Creatio
Insightly VS Dynamics 365 Sales
Insightly VS EngageBay
Insightly VS Freshsales
Insightly VS HubSpot Sales
Insightly VS Infor CloudSuite CRM
Insightly VS Nimble CRM
Insightly VS Oracle Sales Cloud
Insightly VS Pega CRM

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

SelectHub Products Reporting and Analytics
Build Your Requirements
SelectHub Products Cost and Pricing Guide
Get Your Free Comparison Report
Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
    Table settings