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Compare Mogo CRM vs. Insightly

Choosing the most appropriate CRM Software for your business is hard with so many functions, choices, and offers to choose from. On the other hand, using our website will allow you to cut down the necessary steps by displaying all key software in a single place. As an illustration, you can match Mogo CRM and Insightly for their features and overall scores, in this case, 7.2 and 9.4, respectively. Likewise, you can see which software has higher general user satisfaction rating: 100% (Mogo CRM) and 98% (Insightly) to find out which one is the better choice for your business. Don’t just choose the solution with the most attractive price, but the service that gives the best value. At this time, the leading products in our CRM Software category are: Salesforce CRM, HubSpot CRM, Freshdesk.
Comparison

Mogo CRM

VS

Insightly

VS

Mogo CRM screenshot Insightly screenshot
Pricing Page

Our Score

Our Score

7.2 ?

Our Score

9.4 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

100% ?

Client Satisfaction

98% ?

Pricing

Pricing

$12

$29

Pricing Model

Pricing Model

Monthly payment Monthly payment | Annual Subscription
Complete Review

Complete Review

Product Info

Product Info

Mogo CRM makes it easy for users to communicate, collaborate, socialize, and close deals faster compared to traditional CRM platforms.
Insightly is the winner of our 2015 Best CRM Software Award. It is a service that integrates customer relationship with project management in mobile and social platforms.
Easy Links
Contact No.

Contact No.

866-407-4739 +1-888-999-4039
OS Supported

OS Supported

Android
iPhone/iPad
Web-based
Windows Mobile
Windows
Android
iPhone/iPad
Mac
Web-based
Company Email

Company Email

email@insight.ly
Vendor's Address

Vendor's Address

1901 Harrison St, Ste. 1100 PMB# 5
Oakland CA 94612-3648
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
Available Integrations

Available Integrations

Mogo CRM supports integrations with the following business systems and applications:

  • Gmail
  • Google Contracts
  • Google Calendar
  • Google Docs
  • Google Sites
  • Google Voice
  • Google Hangouts
  • MS Lync
  • Skype
  • SAP
  • Oracle
  • LinkedIn
  • Twitter

Insightly integrates with the following business systems and applications:

  • Google Apps
  • Gmail
  • Google Calendar
  • Google Drive
  • Evernote
  • INinbox
  • MailChimp
  • Outlook 2013
  • Quote Roller
  • Torpio
  • Zapier
  • API access
Customer Types

Customer Types

Small Business | Large Enterprises | Medium Business | Freelancers
Available Support

Available Support

Phone
Ticket Training
Phone
Ticket Training
Available Languages

Available Languages

English English
Available Features

Available Features

Mogo CRM FEATURES

  • Custom Branding
  • Contact Management
  • Product Management
  • Organization Management
  • ERP integration of Accounts, Contacts, Products, Quotes and Orders
  • Storage
  • Custom Fields
  • Number of records
  • API Access
  • Accounts Management
  • Order Management
  • Helpdesk and Support
  • Case Management
  • Sales Forecasting
  • Note Types( + custom)
  • One Click Appointments and Conference Calls
  • Automatic Call Notes Recording

Insightly FEATURES

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Insightly Notes, Evernotes and Comments
  • Fast Search
  • Custom Fields and Filters
  • File Sharing to keep related records together and accessible
  • Web to Contact forms
  • Tags by keywords, contacts, projects
  • Notification and Follow System
  • Linking
  • Mass Email Contacts with MailChimp Integration
  • Create Milestones, Pipelines and Tasks for Projects
  • Get Automatic Email Reminders
  • Specify Roles for Contacts
  • Track All Email Correspondence
  • View Completed Tasks and Events by Project
  • Include Any Files Associated with the Project
  • View Task and Event Reports
  • Easy file uploads
  • Google Apps & Gmail
  • Google Drive
  • Evernote
  • Other applications via the Insightly API
  • Dashboard for quick lookups
  • Tasks and Milestones
  • Pipeline Activity Sets
  • Opportunity Reports
  • Easy to invite new users
  • Set up teams
  • Create user permissions
  • Set up relationships, pipelines, and activity sets
  • Add custom fields
  • 128bit SSL security (military grade AES-256 encryption)
  • Automatic backups
  • Mobile site
  • iOS app
  • Android app
  • Auto detection of email address, Twitter, and LinkedIn profiles
  • Single click to see contact’s public online information
  • REST-based Application Programming Interface (API)
  • JSON and XML support
  • Limited OData support
  • HTTP Basic authentication to monitor calls to API
  • Partnership with Logical Operations
  • Simple, clear training course materials
  • Unlimited customer support
Prominent Clients

Prominent Clients

Pygmalion. Santa Fe Way, Hatch Realty, Navigos InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Pricing Info

Pricing Info

Mogo CRM provides three priced editions and a free version as well.

Free

  • Contact management
  • 500MB storage

Premium – $12/month

All Free Features plus:

  • 1GB storage
  • Custom Branding
  • Product Management
  • Organization Management

Business – $48/month

All Premium features plus:

  • 5GB storage
  • API Access
  • Accounts Management
  • Order Management
  • Helpdesk and Support
  • Case Management
  • Sales Forecasting
  • Note Types( + custom)
  • One-Click Appointments and Conference Calls
  • Automatic Call Notes Recording

Enterprise – $96/month

All Business features plus

  • Unlimited Storage
  • Unlimited Custom Fields
  • ERP integration of Accounts, Contacts, Products, Quotes and Orders

Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.

Here are the details of Insightly’s available subscription plans:

Free Plan

  • Up to 2 users
  • 10 Mass Emails per day
  • 2 Custom Fields per record type
  • 2,500 Record Limit
  • Self-Service support
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations
  • OAuth Single Sign-On (SSO)

Plus Plan – $29/month per user billed annually or $35/month per user billed monthly

  • 100,000 record limit
  • 2,500 mass emails per day
  • 50 custom fields per record type
  • Email support
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

Professional Plan – $49/month per user billed annually or $59/month per user billed monthly

  • 250,000 record limit
  • 5,000 mass emails per day
  • 100 custom fields per record type
  • Priority email support
  • Role-based permissions
  • Lead assignment rules
  • Workflow automation
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly

  • Unlimited records
  • 10,000 mass emails per day
  • 200 custom fields per record type
  • Priority email support
  • SAML-based Single Sign-ON (SSO)
  • Role-based permissions
  • Lead assignment rules
  • Workflow automation
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations
Pricing Page

Pricing Page

Learn more about Mogo CRM pricing Learn more about Insightly pricing
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Popular Alternatives

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QUICK LINKS

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If you research different CRM Software products you shouldn’t just look at their list of features and offered pricing plans. Consider that the solution must be adjusted to your requirements and team so the more flexible their offer the better. Find our what systems are supported by Mogo CRM and Insightly and be certain you will get mobile support for whichever devices you use in your company. It may also be a good idea to examine which languages and geographies are supported, because this may be a critical factor for many companies.