Apptivo vs Insightly

Detailed side-by-side comparison

Apptivo

Free

Apptivo is an all-in-one cloud-based CRM and business management platform tailored for small to medium-sized businesses. It offers a comprehensive suite of integrated apps including CRM, project management, invoicing, and help desk functionality, with highly affordable pricing including a robust free tier for up to 3 users.

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Insightly

From $29/mo

Insightly is a comprehensive CRM and project management platform designed for small to mid-sized businesses that need integrated customer relationship and project delivery management. It combines sales pipeline tracking with built-in project management capabilities in an intuitive interface, though at a higher price point than some competitors.

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Feature Comparison

Feature	Apptivo	Insightly
Contact & Lead Management	Provides 360-degree customer views with contact and lead management integrated across all business apps in the ecosystem	Offers contact and lead management with relationship linking capabilities to map connections between contacts and organizations
Project Management	Includes project management and task tracking as part of the broader app ecosystem with integration to other business functions	Features tightly integrated project management with task assignments built directly into the CRM, creating a unified experience for managing customer projects
Email Integration	Integrates with Gmail and Outlook for basic email synchronization and communication tracking	Provides email tracking and integration with Gmail and Outlook, allowing users to track email opens and engagement
Workflow Automation	Offers customization options and flexible configurations across apps, though automation capabilities may be more limited in lower tiers	Includes workflow automation and custom business processes to streamline repetitive tasks and standardize operations
Reporting & Analytics	Provides reporting capabilities but with limited advanced analytics in lower-tier plans, requiring upgrades for comprehensive insights	Features custom reporting and dashboards with more robust analytics capabilities across pricing tiers
Mobile Experience	Offers dedicated mobile apps for both iOS and Android with reasonable functionality for on-the-go access	Provides mobile apps but with limited functionality compared to the desktop version, which may impact field users

Pricing Comparison

Apptivo offers significantly more budget-friendly options starting at $0/month with a free tier for up to 3 users, making it ideal for bootstrapped startups and very small teams. Insightly starts at $29/month per user with no free tier, positioning it as a premium option that can become expensive as teams grow, though it may justify the cost with more polished features and easier usability.

Verdict

Choose Apptivo if...

Choose Apptivo if you're a small business or startup with a tight budget that needs a comprehensive suite of business apps beyond just CRM (invoicing, help desk, etc.) and you're willing to invest time learning a more complex system with extensive customization options.

Choose Insightly if...

Choose Insightly if you need a more intuitive, polished platform that tightly integrates CRM with project management, you have budget for per-user licensing, and you prioritize ease of use and workflow automation over having the lowest possible price point.

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CRM

Pros & Cons

Apptivo

Pros

+ Highly affordable pricing with robust free tier for up to 3 users
+ Extensive customization options and flexible app ecosystem
+ Includes multiple business apps beyond CRM (invoicing, help desk, project management)
+ Good integration capabilities with popular third-party tools

Cons

- Interface can feel dated and less intuitive compared to modern competitors
- Steeper learning curve due to extensive features and customization options
- Limited advanced reporting and analytics in lower-tier plans

Insightly

Pros

+ Unified CRM and project management in a single platform
+ Strong integration capabilities with popular business tools
+ Intuitive interface with relatively easy learning curve
+ Flexible customization options for fields and workflows

Cons

- Can become expensive as team size grows
- Advanced features require higher-tier plans
- Mobile app functionality is limited compared to desktop version