Software Comparison
WorkETC vs Insightly

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Listed in : CRM

WORKetc, a small business software and CRM platform, takes the frameworks and routes your organizations uses consistently and makes them accessible th... Learn More


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

Pricing Starting From

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WorkETC

CRM

$ 78
For 1 Month / 2 user(s)

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Insightly

CRM

$ 15
For 1 Month / 1 user(s)

Available Features

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WorkETC

CRM

20,000 Contacts

50GB Storage

Social Media

Email Marketing

Customer Portal

Accounting Integrations

Reporting

Contractor Portal

Deep Reporting

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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

Free Trial Availability

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WorkETC

CRM
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Insightly

CRM

Most Favorable User Review

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WorkETC

CRM
User review from
8
toto
Apr 7, 2015

Great software

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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.

Most Favorable Critic Review

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WorkETC

CRM
100
Anonymous contribution , SmallBizCRM

Wednesday 31 December 1969

WORKetc helps avoid many of the problems faced by businesses using business management software today. WORKetc is extremely affordable, and easy to learn. The intuitive interface of WORKetc helps users get things done in an efficient manner, and yet is heavily customizable to fit the dynamic needs of every business. Having everything in one place brings a level of efficiency seen by few other applications. Definitely recommended for those looking to get a head start and avoid software problems. WORKetc is particularly suited to smaller businesses with a longer, complex sales cycle or project management aspect to their processes. WORKetc is the ideal CRM solution for engineering companies for example.

More about WorkETC
View all the WorkETC Critic Reviews
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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

Most Unfavorable Critic Review

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WorkETC

CRM
40
Anonymous contribution , GetApp

Saturday 23 February 2013

The software boasts superior functions that are marketed to increase productivity. Although, this may be true in the long run, the amount of time and lack of support on the front end makes adoption an issue. From the start, the system would not accept a conversion from free trial to paid account. When calling sales, there was a sales agent available even at night- WOW! Little did I know that this does not filter down to support! The webinars are overall good; but, the time allotted per webinar is not adequate to cover the material and allow time for questions. They are free though! Once you join and begin using the software, the first thing is to load the data. OK, where is the import tools- there they are! The system will upload the data and respond back that the contacts are already there and when your check, there are no contacts. This stops you cold as contacts are the basis for the system's first step in programming. Support! Ah, here lies the issue. The company failed to respond for over 24 hours to support emails and their own form. They do not provide a phone number for support. In fact, the support comes from an "unknown number." When calling the main number, you will simply be told that no one is "available to help you." Again, the only way to get a support tech is to make a fuzz. Who really has time for that in business? 2 starts for the product- would have been higher if I could actually have gotten to use it. 0 starts for support 5 stars for sales and marketing. Does this seem a little off balance to anyone? Not recommended!

More about WorkETC
View all the WorkETC Critic Reviews
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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

Demo Video

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WorkETC Demo Video

CRM
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Insightly Demo Video

CRM

Typical Customer

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WorkETC

CRM
  • Business
  • Personal Use
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Insightly

CRM
  • Business

Supported Devices

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WorkETC

CRM
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Insightly

CRM

Supported Languages

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WorkETC

CRM
  • English
  • French
  • Spanish
  • Italian
  • German
  • Russian
  • Japanese
  • Chinese
  • Norwegian
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Insightly

CRM
  • English
  • French
  • Spanish
  • Portuguese

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