Compare Preact vs. Insightly

There are many CRM Software products out there these days. The best way to find out which one fits your needs best is to check them side by side. As an example, here you can assess Preact and Insightly for their overall score (8.0 vs. 9.8, respectively) or their user satisfaction rating (94% vs. 98%, respectively). You can also review their capabilities and pricing conditions as well as other valuable facts below. When matching products make sure you examine their related functions and mark their differences to obtain a clearer picture of both deals. What is more bear in mind to check secondary issues such as security, backup, ease-of-use, and customer service. We did our best to prepare reviews of all popular Business Intelligence Software solutions offered on the market, but among all the ones we reviewed these three caught our special attention: Looker, GoodData, Sisense.
Comparison

Preact

VS

Insightly

VS

Preact screenshot Insightly screenshot
Pricing Page

Our Score

Our Score

8.0 ?

Our Score

9.5 ?

Customer Experience

Customer Experience

Customer Experience

94% ?

Customer Experience

98% ?

Pricing

Pricing

by quote

$12

Price Scheme

Price Scheme

Quote-based Monthly payment | Annual Subscription
Full Review

Full Review

General Info

General Info

Preact's data science makes it easy to decode customer behavior, so you can reduce churn and drive revenue with precision.
Insightly won our 2015 Best CRM Software Award. It's a service integrating customer relationship with project management in mobile and social platforms.
Quick Links
Customer Support

Customer Support

Phone
Training
Phone
Ticket Training
List of Features

List of Features

Preact FEATURES

  • Churn signal discovery
  • Customer activity scores
  • Automated alerts
  • Marketing campaigns
  • Proactive churn prevention
  • Team and portfolio analysis
  • Event-based triggered actions
  • Individual user predictions
  • Visual charts
  • Machine learning algorithms
  • Customer health scores
  • Drill down into metrics
  • Task creation
  • Live activity stream
  • Product usage analysis
  • Metric alerts
  • Customer success workflows
  • Net promoter score
  • Integrations with Salesforce, Zendesk, Desk.com and more
  • Predict customer health
  • Powerful data science
  • Product usage analysis
  • Fast deployment

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
Client Types

Client Types

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Pricing Page

Pricing Page

Learn more about Preact pricing Learn more about Insightly pricing
Supported Integrations

Supported Integrations

Preact integrates with the following business systems and applications:

  • Zendesk
  • Responsys
  • Act-On
  • Salesforce
  • MailChimp
  • Eloqua
  • HubSpot
  • Marketo

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
Prominent Clients

Prominent Clients

Bitium, Handshake, UserVoice InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Phone No.

Phone No.

1 (716) 989 6531 +1-888-999-4039
Company's Address

Company's Address

290 King St #10, San Francisco, CA, United States 94107 434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
Devices Supported

Devices Supported

Windows
Android
iPhone/iPad
Mac
Windows
Android
iPhone/iPad
Mac
Web-based
Available Plans

Available Plans

Pricing available by quote only. Contact the company directly for pricing details.

Insightly offers monthly or yearly subscription with the option to cancel any time. It accepts Visa, MasterCard, American Express, and Discover Card and billing is in US dollars. Subscription are available in five different SMB and enterprise pricing plans.

Give the details a look, and select your plan:

Free Plan

  • Free for up to 2 users
  • Email Templates (5)
  • Mass Email (max send 10/day)
  • 10 Custom Fields (2 per record)
  • 2,500 Records
  • Up to 200 MB Storage
  • 500 Rows File Import Limit
  • Online Community Support
  • Advanced Reports (max 10)
  • No Scheduled Reports
  • No Smart Alerts

Basic Plan – $12/user/month

  • $12 per user/month (billed annually)
  • $15/user/month (billed monthly)
  • Mobile App
  • Business Card Scanner (5 cards/user/month)
  • Email Templates (50)
  • Mass Email (max send 500/day)
  • 50 Custom Fields (10 per record)
  • 25k Records
  • 1 GB Storage
  • 5,000 Rows File Import Limit
  • Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports and
  • Smart Alerts (max 5)

Plus Plan – $29/user/month

  • $29 per user/month (billed annually)
  • $35/user/month (billed monthly)
  • Mobile App
  • Business Card Scanner (15 cards/user/month)
  • Email Templates (100)
  • Mass Email (max send 2,500/day)
  • 250 Custom Fields (50 per record)
  • 100k Records
  • 10 GB Storage
  • 25,000 Rows File Import Limit
  • Priority Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports
  • Smart Alerts (max 25)

Professional Plan -$49/user/month

  • $49 per user/month (billed annually)
  • $59/user/month (billed monthly)
  • Mobile App
  • Business Card Scanner (25 cards/user/month)
  • Email Templates (unlimited)
  • Mass Email (max send 5,000/day)
  • 500 Custom Fields (100 per record)
  • 250k Records
  • 100 GB Storage
  • 50,000 Rows File Import Limit
  • Priority Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports
  • Smart Alerts (max 100)

Enterprise Plan – $99/user/month

  • $99 per user/month (billed annually)
  • $129/user/month (billed monthly)
  • Mobile App
  • Business Card Scanner (50 cards/user/month)
  • Email Templates (unlimited)
  • Mass Email (max send 10,000/day)
  • 1000 Custom Fields (200 per record)
  • 500k Records
  • 250 GB Storage
  • 50,000 Rows File Import Limit
  • Priority Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports
  • Smart Alerts (max 250)
Email Address

Email Address

contact@preact.com email@insight.ly
Available Languages

Available Languages

USA, Canada USA, UK, Canada, International
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QUICK LINKS

QUICK LINKS

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In case you are still having doubts about which service will perform best for your business it may be a good idea to examine each service’s social metrics. Such metrics are quite often an indicator of how popular a given product is and how wide is its online presence.For example, if you look at Preact LinkedIn page you’ll find out that they are followed by 93 users. In case of Insightly the number of followers on their LinkedIn page is 0.