Commence vs. Insightly Comparison


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		Related Products Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website D&B Connect Realize the true potential of your first-party data. D&B Connect is a customizable, self-service master data management solution built to scale. Eliminate data silos across the organization and bring all your data together using the D&B Connect family of products. Benchmark, cleanse, and enrich your data using our database of hundreds of millions of records. The result is an interconnected, single source of truth that empowers your teams to make more confident business decisions. Drive growth and reduce risk with data you can trust. With a clean, complete data foundation, your sales and marketing teams can align territories with a full view of account relationships. Reduce internal conflict and confusion over incomplete or bad data. Strengthen segmentation and targeting. Increase personalization and the quality/quantity of marketing-sourced leads. Improve accuracy of reporting and ROI analysis. 188 Ratings Visit Website Centrex Software Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 18 Ratings Visit Website ActiveCampaign ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology 17,400 Ratings Visit Website Aesthetic Insight Aesthetic Insight is a cloud-based, HIPAA-compliant, all-in-one software solution purpose-built for medical spas and aesthetic clinics that consolidates scheduling, online booking, point-of-sale, memberships/packages, automated digital intake and consent forms, custom treatment charting, integrated ecommerce, automated marketing campaigns, and client engagement tools into a single platform. It enables clinics to offer online booking with resource-based availability, digitize their intake, consent, and after-care workflows, manage bundled service and product memberships with automated billing, sell products online through an integrated store, and nurture client relationships through tailored marketing messages and campaigns, all while centralizing front-desk operations, treatment records, and inventory under one interface. The system also supports calendar management, client segmentation, automated reminders, and tracking of package redemption. 10 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. 1,729 Ratings Visit Website Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 8,791 Ratings Visit Website ServoDesk Award winning, easy to use Help Desk software for service departments challenged to do more with less. ServoDesk delivers flexible solutions for all support teams regardless of size incorporating AI. - Manage multiple data channels from one easy to use interface. - Roles based access to tickets. - Email integration with automated ticket creation and acknowledgements. - Feature rich reporting tool and dynamic dashboards. - Customer Portal theme-able by Department / Customer organization. - Powerful but simple to create business rules and workflows to drive automation. Not to mention our market leading support, don't waste time reviewing thousands of documents online give us a call. 25 Ratings Visit Website Martus Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! 187 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 57 Ratings Visit Website
About Commence, a cloud-based customer relationship management (CRM) software, is ideal for small to mid-size businesses. With Commence, users are able to manage communication with existing and potential customers. Commence features include lead management, marketing automation, customer portal, help desk functionality, reporting, and project management. Commence features marketing automation that allows users to launch targeted campaigns with a customizable budget.	About Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Small to midsize businesses.	Audience Organizations in any industry
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29.00/month/user Starting price $29.00/month/user Free Version Not Supported Free Trial Supported	Pricing $29.00/month/user Plus - $29 per user per month Professional -$49 per user per month Enterprise - $99 per user per month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 4.3 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
Pros & Cons from Real Users Pros Robust functionality that rivals enterprise players at half the cost. Highly customizable without programmer intervention. Excellent sales automation and lead management. Good reporting. Very easy to use. Rapid ROI. Cons No multi language support - we were hoping for not only an English version but Dutch as well. Integration with 3rd party programs a bit limited, but can use Zappier for other integrations	Pros & Cons from Real Users Pros Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments. The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members. Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running. Cons First few days of onboarding this platform seems complicated due to its UI. The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks. I think there could be more advanced features for a CRM.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Commence Founded: 1988 United States www.commence.com	Company Information Insightly Founded: 2010 United States www.insightly.com
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Categories CRM Supported	Categories Business Management Supported Construction CRM Supported Contact Management Supported CRM Supported Healthcare CRM Supported Lead Management Supported Project Management Supported Sales Enablement Supported Sales Force Automation Supported Sales Forecasting Supported Sales Tracking Supported Task Management Supported
CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Show More Features Business Management Features Billing & Invoicing Not Supported CRM Supported Employee Management Not Supported Financial Management Not Supported Inventory Management Not Supported Marketing Management Not Supported Order Management Not Supported Point of Sale (POS) Not Supported Project Management Not Supported Purchasing Not Supported Scheduling Not Supported Time & Expense Tracking Not Supported Training Management Not Supported Vendor Management Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Healthcare CRM Features Audience Targeting Not Supported Campaign Management Not Supported Marketing Automation Not Supported Medical History Records Not Supported Patient Communications Supported Patient Management Supported Physician Management Not Supported Predictive Analytics Supported Lead Management Features Activity Tracking Supported Campaign Management Not Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Not Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported Sales Force Automation Features Call Management Not Supported Campaign Management Not Supported Channel Management Not Supported Commission Management Supported Contact Management Supported Contract Management Not Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Sales Forecasting Features Competitor Analysis Not Supported Correlation Analysis Not Supported Dashboard Supported Dynamic Modeling Supported Exception Reporting Not Supported Graphical Data Presentation Supported Modeling & Simulation Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Supported Task Management Features Collaboration Supported Create Subtasks Supported Gamification Supported Gantt Charts Not Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported
Integrations Ariglad Not Supported ElectroNeek Not Supported Facebook Messenger Not Supported Flatly Not Supported Formstack Not Supported GPTBots.ai Not Supported Infraspeak Not Supported Intulse Not Supported Jotform Not Supported Motileo Not Supported Pimex Not Supported Saleshub Not Supported ScoreApp Not Supported SyncSmart Not Supported T-Max Phone Systems Not Supported Tidio Not Supported Toodledo Not Supported Xero Not Supported dotdigital Engagement Cloud Not Supported noCRM.io Not Supported Show More Integrations	Integrations Ariglad Supported ElectroNeek Supported Facebook Messenger Supported Flatly Supported Formstack Supported GPTBots.ai Supported Infraspeak Supported Intulse Supported Jotform Supported Motileo Supported Pimex Supported Saleshub Supported ScoreApp Supported SyncSmart Supported T-Max Phone Systems Supported Tidio Supported Toodledo Supported Xero Supported dotdigital Engagement Cloud Supported noCRM.io Supported Show More Integrations View All 342 Integrations
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