Software Comparison
Insightly vs InsideView vs SalesforceIQ

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Listed in : CRM

Insightly is an easy but powerful application for small firms to control their clients, contacts, events and plans. With integration to Google Apps an... Learn More


Listed in : CRM

InsideView, the first provider of sales intelligence, boosts productivity and income by giving appropriate marketing and social insights at the point ... Learn More


Listed in : CRM

SalesforceIQ formerly (RelateIQ) automates, simplifies, and extends the way you connect with expert connections. Currently, the item you like is acces... Learn More

Pricing Starting From

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Insightly

CRM

$ 15
For 1 Month / 1 user(s)

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InsideView

CRM

Free Plan

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SalesforceIQ

CRM

$ 25
For 1 Month / 1 user(s)

Available Features

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Insightly

CRM

Unlimited Users

MailChimp Integration

Quickbooks Online Integration

Google Contact and Calendar Sync

Microsoft Exchange Calendar Sync

Custom Branding

250k Records

100 GB Storage

50,000 Rows File Import Limit

400 Custom Fields

Self-Service Knowledgebase

Priority Email Support

Personalized Onboarding Sessions

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InsideView

CRM

CRM Integration

Preview contacts

Track up to 50 companies or contacts

View personal connections

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SalesforceIQ

CRM

Effortless setup

Automatic data capture

Intelligent follow-up reminders

Personalized sales tracking

Shared address book

Mobile apps

Webinars and live trainings

Discover potential introductions

CRM data in your inbox

Sales and activity reports

Up to 3 direct integrations

Advanced pipeline reporting

Forecasting

Unlimited direct integrations

API access

Unlimited customizations

Unlimited custom apps

Multiple sandboxes

Additional data storage

24/7 toll-free support

Access to 100+ admin services

Unlimited online training

Sales Data

Sales Cloud Engage

Free Trial Availability

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Insightly

CRM
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InsideView

CRM
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SalesforceIQ

CRM

Most Favorable User Review

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Insightly

CRM
User review from
9
Steven Figueroa
Oct 21, 2015

I first learned about Insightly in researching CRMs for the furniture company, I was heading up marketing and assisting training new sales reps. Teaching old dogs new tricks is no simple task in sales and furniture sales, it's even more apparent. Most seasoned sales reps are anti-computer, so I needed a CRM that was easy to use and simple to reference. Insightly did the trick. I tried several before landing on Insightly. Some have more features but added complications that frustrated my test subjects. Our sales team needed a simple solution to capture customer info and the products they were interested in. The integration with our Gmail powered email service was the biggest selling point. I added it to our account, and everyone was able to add emails sent to the customer directly into the captured customer info in Insightly, so if that rep was to leave, I could reassign that lead to another rep. This came in handy and keeping the customer happy and making the transition to another sales rep seamless. I do wish the follow-up process was more hands off but for the price, it's worth that step's absence. Plus, your sales team should be reviewing their leads on a daily basis anyways, right? You can even test out Insightly with three free accounts and most of the features for free. I think that's pretty awesome as most companies don't let you use it without harassing you mercilessly until you decide to keep it or pass. I used Insightly for 2 months before handing off to the team of 300+ sales reps. And they liked it As with any new procedure, there is some training involved. But sales reps who are organized can see the benefits and adapt rather quickly. I was really surprised at how easy it was to get them to use it. I normally had to fight everyone to get them to use it. But that Google App integration puts it just a click away when anyone within the company was browsing the corporate intranet page I built. Younger sales teams may pose a greater demand on more robust CRMs with all kinds of features. But if you're looking for simplicity and are using the Google Apps for Work platform, I recommend giving Insightly a shot.

Pros :

  • Simple to use.
  • Easy GUI for seasoned sales teams.
  • Great customer service.
  • Same day responses to questions.
  • Great price!
  • Google Apps for Work integration.
  • Gmail integration is simple.

Cons :

  • Reminders are not automatic.
  • Emails to customers are not automatic like some CRMs.

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InsideView

CRM

No favorable user review available yet for InsideView.

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SalesforceIQ

CRM
User review from
10
Sean O'Connell
Mar 23, 2016

Recently, at my new company, we started using Salesforce IQ within our Gmail emails. We have been using Salesforce IQ for a handful of aspects, including tracking emails, understanding when someone opens our email, tying the emails back to Salesforce, providing times we are free to chat and sending emails out at a future time. I've been using Salesforce (the CRM) for over 5 years now, but Salesforce IQ tied to my email has made life much easier. Now, I don't need to to tie emails back to the account/lead/contact through the BCC "emailtosalesforce/...." which is nice. Along with that, I can specify how I want the tracking to work, and whether I want to tie it to the contact, the opportunity, or (if for some reason) we have multiple options on the email itself.

Pros :

  • Tracking: Being able to see who and when someone opens an email is a huge benefit when it comes to sales. The Salesforce IQ application gives the sales team insight into how emails are working, and when we should follow up.
  • Timing: one of the most tedious aspects of following up with prospects (or even contacts) is sending over times that you are available to speak, connect or demo. With the Salesforce IQ application, you can plug times directly into the email based on times you are free (synced to your work calendar).
  • Creating contacts/leads in SFDC: Salesforce IQ allows you to create new leads/contacts in Salesforce when they do not exist.

Cons :

  • Creating new contacts/leads - sometimes when you create a contact or lead (straight from Gmail), it doesn't allow you to edit the contact/lead right there. The problem with this, is that you end up creating a new point being - x - "contact@aol.com" x - First Name - contact@aol.com x - Last name - ______ x - email - contact@aol.com.
  • You cannot edit the subject lines in which it goes into Salesforce. With a long string, you end with a handful of "Re: xxxxx" when it would be nice to edit (from the source) and change it to "EE - meeting with management this week"

Most Unfavorable User Review

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Insightly

CRM

No unfavorable user review available yet for Insightly.

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InsideView

CRM
  • User review from
    4
    Steve Blankenship
    Mar 7, 2016

    InsideView provides a lot of useful data when trying to prospect specific companies within a certain industry at a defined revenue range. If you're looking for a tool that provides you detailed information on certain companies, this tool is worth investigating.If you're looking to prospect specific leads within these companies, however, InsideView may not be your best bet. You can keep up-to-date with changes in companies you follow, including leadership changes, new offerings, acquisitions, and partnerships. There is even a section to view Twitter posts from the company you are following or its employees.

    Pros :

    • This tool is an excellent source for company information such as employee count, revenue, headquarters information, and competitors.
    • The Salesforce plugin is very useful as it provides the information in one place, instead having to switch between tabs or windows.
    • The insights are very useful, allowing discussion points with prospects and leads.
    • It is also possible to build a list based on several factors, such as location, employee and revenue size, industry and business types and several others, for both companies and individuals.

    Cons :

    • There are a large amount of contacts that are out-of-date.
    • The contacts also have no direct dials - a VERY crucial piece of information for prospecting and outbound.
    • A large portion of my leads are generated through prospecting and outbound and without direct dials, it makes it more difficult to perform my job effectively.
    • Dialing directly to the prospect can cut a phone call down by as much as 10 mins - avoiding dial trees or being placed on hold.
    • Direct dials also decrease the chances of reaching gatekeepers, improving the chances your prospect will actually receive the message.
    • I have also experienced some of the headquarter numbers provided to be incorrect or just not in service.
    • There have been occasions in which the numbers were for a local branch or a customer service division that is unable to transfer calls.
    • Some of the individuals contact also no longer with the company and have not been for many years.

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    SalesforceIQ

    CRM

    No unfavorable user review available yet for SalesforceIQ.

    Most Favorable Critic Review

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    Insightly

    CRM
    75
    Heather Clancy , ZDNet

    Tuesday 05 March 2013

    If you're a small business using Google Apps, you should consider this cloud-delivered application that integrates tightly with Google Apps and Gmail.

    More about Insightly
    View all the Insightly Critic Reviews
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    InsideView

    CRM
    100
    Tim P. , G2 Crowd

    Wednesday 19 December 2012

    What do you like best?Super-easy to use, requires no maintenance. gives you a nice overview of the company. Especially like the up-to-date "buzz" section where social media posts are summarized and refreshed frequently What do you dislike?the social media element, while useful, can get overwhelming when looking at a large company - doesn't seem to be much in the way of filtering to remove all the "fluff"

    More about InsideView
    View all the InsideView Critic Reviews
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    SalesforceIQ

    CRM
    80
    Anonymous contribution , AppAppeal

    Tuesday 21 October 2014

    RelateIQ is designed for professionals in any industry within small, medium and large businesses alike. The app is suitable for sales teams, community managers, customer success reps and account managers who need a better way to manage and track the communications and contact details of their professional relationships. The app can be used by an entire team or just one person.

    More about SalesforceIQ
    View all the SalesforceIQ Critic Reviews

    Most Unfavorable Critic Review

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    Insightly

    CRM
    20
    Amit Dunsky ? , GetApp

    Saturday 25 April 2015

    I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email. I've missed a few critical milestones and lost a few deals because of that. I just didn't get reminder for tasks I managed at Insightly. So I approached Insightly customer support. Never got them to reply sooner than 48 hours post sending the ticket message, and I keep getting replies saying (in short): we can't help you! CRM is such an important aspect of business management, and I can't live with such an attitude. Am now actively looking for an alternative, although I like Insightly approach to CRM and acknowledge the time and effort it will most likely take to make the transition. Even so, can't work that way anymore. Truly am sad to say, I Would not recommend Insightly to anyone.

    More about Insightly
    View all the Insightly Critic Reviews
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    InsideView

    CRM

    No critic review available yet for InsideView .

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    SalesforceIQ

    CRM
    20
    Abhinai Srivastava , GetApp

    Monday 12 October 2015

    We signed up for RelateIQ 2 months ago and did not find it useful so we called the support guys to cancel our subscription. It was then that they informed us that we have no choice but to keep our subscription for a year because of some fine print that they never mentioned before.

    More about SalesforceIQ
    View all the SalesforceIQ Critic Reviews

    Demo Video

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    Insightly Demo Video

    CRM
    screenshot for InsideView

    InsideView Demo Video

    CRM
    screenshot for SalesforceIQ

    SalesforceIQ Demo Video

    CRM

    Typical Customer

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    Insightly

    CRM
    • Business
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    InsideView

    CRM
    • Business
    • Personal Use
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    SalesforceIQ

    CRM
    • Business

    Supported Devices

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    Insightly

    CRM
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    InsideView

    CRM
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    SalesforceIQ

    CRM

    Supported Languages

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    Insightly

    CRM
    • English
    • French
    • Spanish
    • Portuguese
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    InsideView

    CRM
    • English
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    SalesforceIQ

    CRM
    • English

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