Compare Workbooks vs. Insightly

To ensure that you find the most efficient and productive CRM Software for your business, you should compare products available on the market. For example, here it is possible to match Workbooks’s overall score of 9.0 against Insightly’s score of 9.4. You may also compare their general user satisfaction: Workbooks (91%) vs. Insightly (98%). In addition, you can compare their strengths and weaknesses feature by feature, including their contract conditions and rates. By comparing products you are more likely to pick the best software for your company. It goes without saying you have to know your particular requirements to realize which solution meets those needs. We did our best to review all popular CRM Software services offered out there, but among all the ones we reviewed these three deserved our special attention: HubSpot CRM, Pipedrive, Freshdesk.
Product

Workbooks

VS

Insightly

VS

Workbooks screenshot Insightly screenshot
Pricing Page

Our Score

Our Score

9.0 ?

Our Score

9.4 ?

Client Experience

Client Experience

Client Experience

91% ?

Client Experience

98% ?

Price

Price

$30

$29

Pricing Type

Pricing Type

Monthly payment Monthly payment | Annual Subscription
Complete Review

Complete Review

Product Info

Product Info

Workbooks helps sales leaders, sales people, and marketers with the necessary tools to create leads, handle the sales pipeline and close more deals.
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.
Quick Links
Pricing Plans

Pricing Plans

Free Plan:

  • 2 users completely free
  • Free online support
  • Contact management
  • Sales force automation
  • Marketing automation
  • Customer support
  • Order management
  • Invoicing & credit notes
  • Reporting & views

Workbooks.com CRM: $30/user/month

  • Most free package features
  • Unlimited users
  • Optional Add-ons

Workbooks.com Business: $70/user/month

  • All features from previous packages
  • Unlimited users
  • Unlimited platform and support options

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
Company's Address

Company's Address

Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
List of Features

List of Features

Workbooks FEATURES

  • Campaign Membership
  • Campaign Management
  • Lead and Opportunity Management
  • Quotas, and Forecast
  • Case or ticket assignment
  • Automatic ticket numbers
  • Fully Featured Reporting Functionality
  • Foreign Currency & Exchange Rates
  • Manage Products and Pricing Schemes
  • Sales Order Processing
  • Unlimited Customizable Dashboards
  • Notes, Activities and Notifications
  • Capacity to send Outbound Emails

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
Integrations

Integrations

  • Barbour ABI
  • Box.net
  • CCH Software
  • Constant Contact
  • Creditsafe
  • dotMailer
  • EventHQ
  • Google Docs
  • HelloSign
  • Hubspot
  • Lead Forensics
  • MailChimp
  • MPZMail
  • Workbooks Outlook Connector
  • PieSync
  • Postcode Anywhere
  • SageLink

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 Customers

Prominent Customers

Amstore, ClinkClink, Megatech Ltd InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Company Email

Company Email

info@workbooks.com email@insight.ly
OS Supported

OS Supported

Windows
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Windows
Android
iPhone/iPad
Mac
Web-based
Pricing Page

Pricing Page

Learn more about Workbooks pricing Learn more about Insightly pricing
Customer Support

Customer Support

Phone Live Support
Ticket Training
Phone
Ticket Training
Available Languages

Available Languages

English English
Customer Types

Customer Types

Small Business | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Contact Phone

Contact Phone

44 (0)118 303 0100 +1-888-999-4039
Compare Products

Compare Products

Compare with RevampCRM
Compare with OBS
Compare with Roambi
Compare with Maximizer CRM
Compare with Teamleader
Compare with Batchbook
Compare with Get Satisfaction
Compare with uProc
Compare with amoCRM
Compare with OnContact
Compare with MagHub
Compare with eWay-CRM
Compare with Sandglaz
Compare with Remotia CRM
Compare with PieSync
Compare with COVERAGEBOOK
Compare with Smartsheet
Compare with SpiraPlan
Compare with Dimelo Digital
Compare with Velocify
Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

Page last modified

It may not always be sufficient to simply compare Workbooks and Insightly with one another. Even though reliable functionalities, pricing and customer comments are all important and should be considered when making a final decision, you should also pay attention to the recognition and awards won by each service. Frequently a less known service may turn out to be a great choice that was distinguished with B2B awards such as our Supreme Software Award which reveals that despite limited market presence it’s a worthy contender to the apps that rule the market.