Compare Insightly vs. Teamgate

It’s a good idea to use our scoring system to give you a general idea which CRM Software product is more suitable for your business. For overall product quality, Teamgate received 8.5 points, while Insightly earned 9.1 points. At the same time, for user satisfaction, Teamgate scored 100%, while Insightly scored 98%. Information regarding their features, tools, supported platforms, customer service, plus more are provided below to help you get a more versatile assessment. Keep in mind to choose only the functions that you need so as not to waste resources for tools which are redundant. Those of you who want to save some time or want a CRM Software suggestion from our team may want to examine these top choices for the current year: Pipedrive, Salesforce CRM, Insightly.
Software

Insightly

VS

Teamgate

VS

Score

Our Score

9.6 ?

Our Score

8.5 ?

Client Experience

Client Experience

98% ?

Client Experience

100% ?

Pricing

$12

$9

Pricing Model

Monthly payment | Annual Subscription Monthly payment | Annual Subscription
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Detailed Review

General Description

Insightly won our 2015 Best CRM Software Award. It's a service integrating customer relationship with project management in mobile and social platforms.
Winner of our 2015 Great User Experience Award. A service that can increase your sales and your sales reps' performance and efficiency.

Contact Address

434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
11, Cundy Road, London
E16 3DJ
UK

List of Features

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

Teamgate FEATURES

  • Sales pipeline tracking
  • Lead management
  • Multi-process management
  • Lead capturing
  • Goals and Quotas
  • Accounts and Contacts
  • Customer unique card
  • History and timetable
  • Customization, Filters, Tags and Fields
  • Goals & KPI’s
  • Personal and group Sales Activities
  • Sales Forecast
  • Risk zone
  • Dashboard for your Wall TV
  • Collaboration area
  • Files storage & Google Drive
  • Email Automation
  • Google Apps
  • Open API
  • Task management

Prominent Clients

InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud Avis, EuroCash, BNI, LP Express, FranklinCovey, Bauer, Eurospedition

Supported Integrations

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

Teamgate integrates with the following systems and applications:

  • Google Authentication Appliance
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft Outlook
  • Zapier

OS Supported

Windows
Android
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
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Types of Support

Phone
Ticket Training
Phone Live Support
Training

Available Plans

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)

Teamgate offers a flexible payment scheme with several SMB and enterprise pricing plans. A free 14-days trial is also available for all packages. Below are the details of paid plans:

Starter – $9/user/month (billed annually)

  • Startups and small businesses up to 5 users

Professional – $22/user/month (billed annually)

  • Complete CRM functionality with focus on sales processes and visual dashboards for growing businesses with unlimited users.

Enterprise – $39/user/month (billed annually)

  • All-in-One Sales stack with advanced features and more automation for sales driven companies with unlimited users.

Phone Number

+1-888-999-4039 +44-203-5148-635

Contact Email

email@insight.ly info@teamgate.com

Available Languages

USA, UK, Canada, International USA, UK, Canada, International, China, Germany, India, Japan

Types of Customers

Small Business | Large Enterprises | Medium Business | Freelancers Small Business | Medium Business | Freelancers

Pricing Details

Learn more about Insightly pricing Learn more about Teamgate pricing
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When you pick a product that you think will be an actual asset for your team you shouldn’t only limit yourself to what reviewers have to say about it. Quite frequently personal experience with the solution may change, depending on specific goals and work processes. That’s why in our reviews we also give our User Satisfaction Rating for each solution to give you a quick overview of how actual users of Teamgate and Insightly rate their experience with the software. Our algorithm is based on advanced analysis of product appearances on other websites, social networks and blogs, so you are going to obtain a complete and credible overview of what other users think about each software. In this example Teamgate got a total satisfaction rating at 100% while for Insightly 98% of people express they had an enjoyable experience with it.