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Insightly vs Vtiger

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Our analysts compared Insightly vs Vtiger based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Insightly Software Tool
Vtiger Software Tool
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Product Basics

Analyst Rating

70 Detailed Analysis

User Sentiment

Great User Sentiment (1732 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Great User Sentiment (748 Reviews)
Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
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Vtiger is a cloud-based suite of marketing, sales and help desk offerings, which can be deployed separately or as an integrated, all-in-one ecosystem. It enables companies to eliminate silos and improve connections with customers.

Though designed to serve small and mid-sized businesses, it’s capable of handling the needs of Fortune 500 organizations. It’s accessible on Android and iOS devices, enabling work from anywhere.
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$29/User, Monthly
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$12 Monthly
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Small 
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Windows
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Linux
Android
Chromebook
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Linux
Android
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Cloud
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Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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Knowledge Base
24/7 Live Support

Product Insights

  • Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports. 
  • Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero. 
  • Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in. 
  • Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations. 
  • Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab. 
  • Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion. 
  • Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync. 
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  • Enhance the Sales Pipeline: Manage opportunities using a kanban view to easily visualize and track deals. Automatic alerts help sales reps accelerate deals, and filter lists provide visibility into the most important opportunities. 
  • Gain Data Insights: Assess performance across the organization. Sales insights include sales pipeline health and opportunities, win rate, pipeline value, sales cycle duration and more. Help desk KPIs reveal bottlenecks, cases due and ticket age, with the option to build reports based on help desk data. 
  • Provide Customer Self-Service: Simplify support efforts by providing a customer portal and public or private knowledge base. Offer multiple options including ticket submission and tracking, as well as FAQs based on common cases. 
  • Automate Workflows: Streamline recurring sales and help desk tasks, such as creating leads from form submissions, using rules to trigger a follow-up email, creating tasks, updating case fields, assigning tasks and sending alerts related to inactive cases. 
  • Manage Appointments Effectively: Handle appointments with prospects, customers and team members, with an appointment page link to make booking simple. Choose time slots, customize the design of the meeting page, schedule email reminders and send questionnaires beforehand to prepare. 
  • Improve Collaboration: With @mentions and real-time notifications, teams can communicate efficiently. Allows reassigning of tasks, opportunities or contacts to other team members. 
  • Extend Capabilities: Integrate with over 30 third-party apps including Dropbox, Mailchimp, QuickBooks, PayPal, Office 365, Zapier, Magento and DocuSign. 
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  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
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  • Contact Management: Provides: 
    • 360-degree customer view with contact records that store all personal information as well as historical communications, files, quotes and more.
    • One-click sending of notes, emails and calls.
    • Alerts for when a contact meets certain criteria, such as being idle for a month.
    • Contact import via email, forms, CSV file or external apps.
    • A search tool and filtered lists.
  • Email Marketing: Includes over 70 templates, campaign performance analytics, autoresponders and 25,000 free emails per month. Also offers a drag-and-drop interface to design templates, data on how each contact engages with campaigns and list segmentation. 
  • Project Management: Create projects for personal, team or customer use. Includes Gantt charts, milestones, tasks, internal and external collaboration, and notifications. 
  • Inventory Management: Provides price books, inventory management systems, quotes, invoices, online payments and more. 
  • Document Management: Provides a central, searchable location for storing and accessing documents. Users can exchange messages directly in the document viewer. Activity tracking shows how leads interact with documents, such as pages read. 
  • Forecasting: Predicts revenue based on best case, worst case and other scenarios, as well as forecasts for future periods using current opportunities and other factors. Forecasts can be exported as CSV files and then shared. 
  • Case Management: Generates cases from support requests and links them to the corresponding contact. Includes alerts and the option to automatically escalate cases. Assign cases to a support agent, view the time remaining based on the SLA, prioritize cases based on different criteria, provide support across multiple channels and access a FAQ for suggestions on resolution. 
  • Mobile App: Provides alerts, calendar summaries, record access and editing, and call logging (Android only). 
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Product Ranking

#12

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#32

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Analyst Rating Summary

70
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74
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81
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
Vtiger
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
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User Sentiment Summary

Great User Sentiment 1732 reviews
Great User Sentiment 748 reviews
81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

86%
of users recommend this product

Vtiger has a 'great' User Satisfaction Rating of 86% when considering 748 user reviews from 5 recognized software review sites.

4.6 (14)
5.0 (9)
4.1 (550)
4.3 (338)
4.0 (481)
n/a
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4.3 (292)
4.6 (73)
4.4 (85)
4.0 (614)
3.6 (24)

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
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Customization: The platform’s extensive customization for modules and fields is incredibly helpful for tailoring it to user needs, according to 100% of reviews mentioning customization.
Integrations: According to 66% of users who mention this feature, Vtiger has valuable integrations that enable quick updates and high configurability.
Cost Efficient: The solution is budget-friendly and offers a rich set of features, as noted by 100% of reviews on this aspect.
Support and Training: Of users who reviewed this element, 62% suggested the support was helpful and prompt, which made their usage pleasant.
Unified Dashboard: Vtiger saves time by organizing everything in one place, as indicated by 100% of reviewers referencing this feature.
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Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
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Complex Data Requirements: The platform could use self-read and capturing of data to make functionality easier, according to 60% of users who reviewed data requirements.
Subpar Performance: The platform has a few buggy features, as asserted by 58% of users who spoke of responsiveness and bugs.
Simple UI: The user interface is outdated and has no ability to properly manage inputs in the first go, as observed by 66% of reviews mentioning this feature.
Difficult Reporting: The reports feature is complicated, as observed by 75% of the users mentioning the topic.
Poor Device Compatibility: Vtiger lacks responsiveness in all web browsers, especially Safari and iOS apps, as noted by 50% of reviews on device compatibility.
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Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

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Vtiger offers a single dashboard to save a lot of time, as well as features such as lead capturing, team scores and campaign tracking. The platform lacks some basic data capabilities, can be buggy at times and needs better Apple device compatibility. It also has a complicated reporting feature and poor UI. However, it is budget-friendly, offers deep customization and a wealth of integrations to extend functionality. Given the drawbacks mentioned, it may not be the best choice, particularly for Apple users, but users looking for an affordable, flexible system should consider it.

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Screenshots

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