Insightly vs Scoro
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Overview
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Run your consultancy, agency or any other professional services business on one seamlessly integrated platform. Optimize operations, manage resources, deliver profitable projects, and gain total visibility across your business.
Run your consultancy, agency or any other professional services business on one seamlessly integrated platform. Optimize operations, manage resources,...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
US$29.00/month
- Free Version
- Free Trial
- Subscription
Starting from
US$26.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.0/ 5Features
3.9/ 5Customer Service
3.8/ 5Value for Money
4.0/ 5Ease of Use
4.4/ 5Features
4.4/ 5Customer Service
4.5/ 5Value for Money
4.3/ 5Features
Total features 126
- @mentions
- API
- Access Control
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Agile Methodologies
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Assignment Management
- Automated Quoting
- Availability Management
- Bar Chart
- Batch Processing
- Billable & Non-Billable Hours
- Billable Items Tracking
- Billing & Invoicing
- Budget Management
- Budget Tracking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Capacity Management
- Catalog Management
- Change Management
- Charting
- Client Management
- Client Portal
- Collaboration Tools
- Color Codes/Icons
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contingency Billing
- Contract/License Management
- Cost-to-Completion Tracking
- Credit Note
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Support
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Aggregation
- Data Connectors
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deadline Management
- Deal Management
- Demand Forecasting
- Dependency Tracking
- Discount Management
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Dynamic Modeling
- Dynamic Pricing
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Email-to-Task Conversion
- Employee Activity Monitoring
- Employee Management
- Employee Scheduling
- Estimating
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- File Management
- File Sharing
- File Transfer
- Financial Management
- For Insurance Industry
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gantt/Timeline View
- Goal Setting/Tracking
- Graphical Data Presentation
- Hourly Billing
- Idea Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Issue Management
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leave Tracking
- Marketing Automation
- Meeting Management
- Milestone Tracking
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Currency
- Multi-Department/Project
- Multi-Language
- Multiple Billing Rates
- Multiple Data Sources
- Multiple Projects
- No-Code
- Online Invoicing
- Online Time Tracking Software
- Opportunity Management
- Order Management
- Overtime Calculation
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Portfolio Management
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Prioritization
- Private Dashboards
- Process/Workflow Automation
- Product Configurator
- Productivity Analysis
- Profitability Analysis
- Progress Tracking
- Project Accounting
- Project Billing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Purchasing & Receiving
- QuickBooks Integration
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring Tasks
- Recurring/Subscription Billing
- Referral Tracking
- Reimbursement Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Requirements Management
- Resource Allocation & Planning
- Resource Management
- Resource Scheduling
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduled/Automated Reports
- Scheduling
- Search/Filter
- Segmentation
- Self Service Data Preparation
- Self Service Portal
- Shared Contacts
- Single Page View
- Single Sign On
- Skills Tracking
- Source Tracking
- Sprint Planning
- Statistical Analysis
- Status Tracking
- Summary Reports
- Tagging
- Task Board View
- Task Editing
- Task Import
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Time & Expense Tracking
- Time Clock
- Time Off Management
- Time Tracking
- Time Tracking by Project
- Timeline Management
- Timer
- Timesheet Management
- To-Do List
- Traditional Methodologies
- User Management
- Utilization Reporting
- Vacation/Leave Tracking
- Vendor Management
- Visual Analytics
- Visualization
- Web Forms
- Web-based Deployment
- Widgets
- Workflow Configuration
- Workflow Management
Total features 211
- @mentions
- API
- Access Control
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Agile Methodologies
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Assignment Management
- Automated Quoting
- Availability Management
- Bar Chart
- Batch Processing
- Billable & Non-Billable Hours
- Billable Items Tracking
- Billing & Invoicing
- Budget Management
- Budget Tracking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Capacity Management
- Catalog Management
- Change Management
- Charting
- Client Management
- Client Portal
- Collaboration Tools
- Color Codes/Icons
- Commenting/Notes
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contingency Billing
- Contract/License Management
- Cost-to-Completion Tracking
- Credit Note
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Support
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Aggregation
- Data Connectors
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deadline Management
- Deal Management
- Demand Forecasting
- Dependency Tracking
- Discount Management
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Dynamic Modeling
- Dynamic Pricing
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Email-to-Task Conversion
- Employee Activity Monitoring
- Employee Management
- Employee Scheduling
- Estimating
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- File Management
- File Sharing
- File Transfer
- Financial Management
- For Insurance Industry
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gantt/Timeline View
- Goal Setting/Tracking
- Graphical Data Presentation
- Hourly Billing
- Idea Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Issue Management
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leave Tracking
- Marketing Automation
- Meeting Management
- Milestone Tracking
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Channel Communication
- Multi-Currency
- Multi-Department/Project
- Multi-Language
- Multiple Billing Rates
- Multiple Data Sources
- Multiple Projects
- No-Code
- Online Invoicing
- Online Time Tracking Software
- Opportunity Management
- Order Management
- Overtime Calculation
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Portfolio Management
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Prioritization
- Private Dashboards
- Process/Workflow Automation
- Product Configurator
- Productivity Analysis
- Profitability Analysis
- Progress Tracking
- Project Accounting
- Project Billing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Purchasing & Receiving
- QuickBooks Integration
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring Tasks
- Recurring/Subscription Billing
- Referral Tracking
- Reimbursement Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Requirements Management
- Resource Allocation & Planning
- Resource Management
- Resource Scheduling
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduled/Automated Reports
- Scheduling
- Search/Filter
- Segmentation
- Self Service Data Preparation
- Self Service Portal
- Shared Contacts
- Single Page View
- Single Sign On
- Skills Tracking
- Source Tracking
- Sprint Planning
- Statistical Analysis
- Status Tracking
- Summary Reports
- Tagging
- Task Board View
- Task Editing
- Task Import
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Time & Expense Tracking
- Time Clock
- Time Off Management
- Time Tracking
- Time Tracking by Project
- Timeline Management
- Timer
- Timesheet Management
- To-Do List
- Traditional Methodologies
- User Management
- Utilization Reporting
- Vacation/Leave Tracking
- Vendor Management
- Visual Analytics
- Visualization
- Web Forms
- Web-based Deployment
- Widgets
- Workflow Configuration
- Workflow Management
Integrations
- 123FormBuilder
- ActiveCampaign
- ActiveDEMAND
- Acuity Scheduling
- Aircall
- Airtable
- AnyMeeting
- Asana
- BambooHR
- Basecamp
- Benchmark Email
- Bidsketch
- BookingSync
- Box
- Brevo
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Chargebee
- Clio
- ConnectWise PSA
- Constant Contact
- Contactually
- Cyclr
- Dasheroo
- Direct Mail
- DirectIQ Email Marketing
- Dotdigital
- Drift
- Drip
- Dropbox Business
- EZ Texting
- Emma by Marigold
- Eventbrite
- Everhour
- Evernote Teams
- Exact Online Accounting
- Exact for Accounting
- Expensify
- Formstack Forms
- FreeAgent
- FreshBooks
- Freshdesk
- Front
- FullContact
- G2 Track
- GetResponse
- GitHub
- Gmail
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Docs
- Google Drive
- Google Forms
- Google Workspace
- Gravity Forms
- Groove
- Harvest
- Help Scout
- Hootsuite
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Hubstaff
- Ignition
- Intercom
- Jira
- Jotform
- Kanban Tool
- Kantata
- Keap
- Kixie PowerCall
- Kustomer
- Lead Gen & CRM (formerly SharpSpring)
- Lead Liaison
- LiquidPlanner
- Mad Mimi
- MailUp
- Mailchimp
- MailerLite
- Make
- Marketo Engage
- Membrain
- Memtime
- Meta for Business
- Microsoft 365
- Microsoft Exchange
- Microsoft Outlook
- Microsoft Power BI
- Mojo Helpdesk
- Myphoner
- Okta
- OmniFocus
- OnceHub
- OneDrive
- Operations Hub
- Outreach
- PandaDoc
- PayPal
- PersistIQ
- Pipedrive
- Podio
- Process Street
- Proposable
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Quotient
- Recurly
- Reply
- Robly
- Sage Intacct
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- SendGrid
- ServiceM8
- Setmore
- SharePoint Azure AD Connect
- Shopify
- Shopify Plus
- Sign In Scheduling
- Slack
- Slemma
- Stripe
- Stripe Invoicing
- SugarCRM
- SupportBee
- SurveyMonkey
- Teamwork Desk
- Teamwork.com
- TimeCamp
- Todoist
- Toggl Track
- Toky
- Toodledo
- TractionNext
- Trello
- Twilio
- Typeform
- Unbounce
- Wave
- Wishpond
- WooCommerce
- WordPress
- Wufoo
- Xero
- YouCanBook.me
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- dotloop
- noCRM.io
- 123FormBuilder
- ActiveCampaign
- ActiveDEMAND
- Acuity Scheduling
- Aircall
- Airtable
- AnyMeeting
- Asana
- BambooHR
- Basecamp
- Benchmark Email
- Bidsketch
- BookingSync
- Box
- Brevo
- Calendly
- CallRail
- Campaign Monitor by Marigold
- Chargebee
- Clio
- ConnectWise PSA
- Constant Contact
- Contactually
- Cyclr
- Dasheroo
- Direct Mail
- DirectIQ Email Marketing
- Dotdigital
- Drift
- Drip
- Dropbox Business
- EZ Texting
- Emma by Marigold
- Eventbrite
- Everhour
- Evernote Teams
- Exact Online Accounting
- Exact for Accounting
- Expensify
- Formstack Forms
- FreeAgent
- FreshBooks
- Freshdesk
- Front
- FullContact
- G2 Track
- GetResponse
- GitHub
- Gmail
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Docs
- Google Drive
- Google Forms
- Google Workspace
- Gravity Forms
- Groove
- Harvest
- Help Scout
- Hootsuite
- HubSpot CRM
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Hubstaff
- Ignition
- Intercom
- Jira
- Jotform
- Kanban Tool
- Kantata
- Keap
- Kixie PowerCall
- Kustomer
- Lead Gen & CRM (formerly SharpSpring)
- Lead Liaison
- LiquidPlanner
- Mad Mimi
- MailUp
- Mailchimp
- MailerLite
- Make
- Marketo Engage
- Membrain
- Memtime
- Meta for Business
- Microsoft 365
- Microsoft Exchange
- Microsoft Outlook
- Microsoft Power BI
- Mojo Helpdesk
- Myphoner
- Okta
- OmniFocus
- OnceHub
- OneDrive
- Operations Hub
- Outreach
- PandaDoc
- PayPal
- PersistIQ
- Pipedrive
- Podio
- Process Street
- Proposable
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Quotient
- Recurly
- Reply
- Robly
- Sage Intacct
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- SendGrid
- ServiceM8
- Setmore
- SharePoint Azure AD Connect
- Shopify
- Shopify Plus
- Sign In Scheduling
- Slack
- Slemma
- Stripe
- Stripe Invoicing
- SugarCRM
- SupportBee
- SurveyMonkey
- Teamwork Desk
- Teamwork.com
- TimeCamp
- Todoist
- Toggl Track
- Toky
- Toodledo
- TractionNext
- Trello
- Twilio
- Typeform
- Unbounce
- Wave
- Wishpond
- WooCommerce
- WordPress
- Wufoo
- Xero
- YouCanBook.me
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- dotloop
- noCRM.io
