Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities and delivering projects with Insightly.
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities and delivering projects with...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Modernize your FP&A process with an online workspace that’s built for collaboration and gives you real-time numbers and deeper strategic insights - all while working with familiar Excel functions.
Modernize your FP&A process with an online workspace that’s built for collaboration and gives you real-time numbers and deeper strategic insights -...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$29,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

3,9 /5
(490)
Ease of Use
3,9/5
Features & Functionality
3,8/5
Customer Service
3,7/5
Value for Money
3,9/5

Overall rating

4,5 /5
(19)
Ease of Use
4,6/5
Features & Functionality
4,4/5
Customer Service
4,8/5
Value for Money
4,8/5

Total features 178

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Automated Scheduling
  • Automatic Formatting
  • Automatic Lead Distribution
  • Batch Processing
  • Budgeting/Forecasting
  • Built-In Database
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Management
  • Call Routing
  • Call Tracking
  • Campaign Management
  • Cash Management
  • Cataloging/Categorization
  • Categorisation/Grouping
  • Charting
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Correlation Analysis
  • Currency Conversion
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Categories
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Delivery Tracking
  • Desktop Notifications
  • Document Management
  • Document Storage
  • Drag & Drop
  • Duplicate Detection
  • Dynamic Modeling
  • ERP
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Self Service
  • Event Scheduling
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • Financial Analysis
  • Forecasting
  • Full Text Search
  • Gantt/Timeline View
  • General Ledger
  • Geographic Maps
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • HR Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Inventory Tracking
  • Issue Management
  • Issue Tracking
  • Key Performance Indicators
  • Labeling
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Format Support
  • Multiple Projects
  • Natural Language Search
  • Opportunity Management
  • Order Management
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Productivity Analysis
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • Quantitative Analysis
  • Quota Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Revision History
  • Risk Alerts
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scheduling
  • Scorecards
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Self-Service Reporting
  • Shared Contacts
  • Shipping Management
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Supplier Management
  • Supply Chain Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • To-Do List
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Voice Mail
  • Web Forms
  • Workflow Management

Total features 93

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Automated Scheduling
  • Automatic Formatting
  • Automatic Lead Distribution
  • Batch Processing
  • Budgeting/Forecasting
  • Built-In Database
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Management
  • Call Routing
  • Call Tracking
  • Campaign Management
  • Cash Management
  • Cataloging/Categorization
  • Categorisation/Grouping
  • Charting
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Correlation Analysis
  • Currency Conversion
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Categories
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Delivery Tracking
  • Desktop Notifications
  • Document Management
  • Document Storage
  • Drag & Drop
  • Duplicate Detection
  • Dynamic Modeling
  • ERP
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Self Service
  • Event Scheduling
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • Financial Analysis
  • Forecasting
  • Full Text Search
  • Gantt/Timeline View
  • General Ledger
  • Geographic Maps
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • HR Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Inventory Tracking
  • Issue Management
  • Issue Tracking
  • Key Performance Indicators
  • Labeling
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Format Support
  • Multiple Projects
  • Natural Language Search
  • Opportunity Management
  • Order Management
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Productivity Analysis
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • Quantitative Analysis
  • Quota Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Revision History
  • Risk Alerts
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scheduling
  • Scorecards
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Self-Service Reporting
  • Shared Contacts
  • Shipping Management
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Supplier Management
  • Supply Chain Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • To-Do List
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Voice Mail
  • Web Forms
  • Workflow Management
  • 10to8
  • 123FormBuilder
  • ADP Globalview Payroll
  • ActiveCampaign
  • ActiveDEMAND
  • Acuity Scheduling
  • Acumatica Cloud ERP
  • Aircall
  • AnyMeeting
  • Asana
  • Automate.io
  • Benchmark Email
  • Bidsketch
  • BookingSync
  • Box
  • CallRail
  • Campaign Monitor
  • Chargebee
  • Clearlogin
  • Clio
  • ConnectWise Manage
  • Constant Contact
  • Contactually
  • Cyclr
  • Dasheroo
  • Dayforce HCM
  • Debitoor
  • Delivra
  • Direct Mail
  • DirectIQ
  • Domo
  • Drip
  • Dropbox Business
  • Dynamics 365
  • EZ Texting
  • Emma
  • Epicor ERP
  • Everhour
  • Evernote Business
  • Facebook
  • FinancialForce Accounting
  • Formstack Forms
  • FreeAgent
  • FreshBooks
  • Front
  • FullContact
  • GetResponse
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Google Forms
  • Google Workspace
  • Gravity Forms
  • Groove
  • Help Scout
  • HubSpot CRM
  • Hubstaff
  • IBM Cognos Analytics
  • INinbox
  • Infor Cloud ERP
  • Intercom
  • JD Edwards EnterpriseOne
  • JotForm
  • Kanban Tool
  • Keap
  • Kissflow Digital Workplace
  • Kixie PowerCall
  • Kustomer
  • Lead Liaison
  • LiquidPlanner
  • Mad Mimi
  • MailUp
  • Mailchimp
  • MailerLite
  • Marketo Engage
  • Mavenlink
  • Membrain
  • Microsoft 365
  • Microsoft Dynamics GP
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Mojo Help Desk
  • Myphoner
  • NetSuite
  • OmniFocus
  • OneDrive
  • Outreach
  • PandaDoc
  • Pardot
  • Paylocity
  • PersistIQ
  • PieSync
  • Podio
  • Practice Ignition
  • Process Street
  • Proposable
  • Proposify
  • Pure Chat
  • Qlik Sense
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Quote Roller
  • Quotient
  • Recurly
  • Reply
  • Robly
  • Sage 300 Construction and Real Estate
  • Sage Business Cloud
  • Sage Intacct
  • Salesforce Sales Cloud
  • SalesforceIQ
  • ScheduleOnce
  • SendGrid
  • Sendinblue
  • ServiceM8
  • SetMore
  • SharpSpring
  • Shopify
  • Slack
  • Slemma
  • Stripe
  • SugarCRM
  • SupportBee
  • Tableau
  • Teamwork
  • Teamwork Desk
  • TimeCamp
  • Todoist
  • Toky
  • Toodledo
  • TractionNext
  • Trello
  • Typeform
  • Wave Accounting
  • WebMerge
  • Wishpond
  • Workato
  • Wufoo
  • Xero
  • YouCanBook.me
  • Zapier
  • Zendesk
  • Zendesk Sell
  • Zoho Books
  • Zoho CRM
  • Zoho Invoice
  • dotdigital Engagement Cloud
  • dotloop
  • noCRM.io
  • 10to8
  • 123FormBuilder
  • ADP Globalview Payroll
  • ActiveCampaign
  • ActiveDEMAND
  • Acuity Scheduling
  • Acumatica Cloud ERP
  • Aircall
  • AnyMeeting
  • Asana
  • Automate.io
  • Benchmark Email
  • Bidsketch
  • BookingSync
  • Box
  • CallRail
  • Campaign Monitor
  • Chargebee
  • Clearlogin
  • Clio
  • ConnectWise Manage
  • Constant Contact
  • Contactually
  • Cyclr
  • Dasheroo
  • Dayforce HCM
  • Debitoor
  • Delivra
  • Direct Mail
  • DirectIQ
  • Domo
  • Drip
  • Dropbox Business
  • Dynamics 365
  • EZ Texting
  • Emma
  • Epicor ERP
  • Everhour
  • Evernote Business
  • Facebook
  • FinancialForce Accounting
  • Formstack Forms
  • FreeAgent
  • FreshBooks
  • Front
  • FullContact
  • GetResponse
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Google Forms
  • Google Workspace
  • Gravity Forms
  • Groove
  • Help Scout
  • HubSpot CRM
  • Hubstaff
  • IBM Cognos Analytics
  • INinbox
  • Infor Cloud ERP
  • Intercom
  • JD Edwards EnterpriseOne
  • JotForm
  • Kanban Tool
  • Keap
  • Kissflow Digital Workplace
  • Kixie PowerCall
  • Kustomer
  • Lead Liaison
  • LiquidPlanner
  • Mad Mimi
  • MailUp
  • Mailchimp
  • MailerLite
  • Marketo Engage
  • Mavenlink
  • Membrain
  • Microsoft 365
  • Microsoft Dynamics GP
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Mojo Help Desk
  • Myphoner
  • NetSuite
  • OmniFocus
  • OneDrive
  • Outreach
  • PandaDoc
  • Pardot
  • Paylocity
  • PersistIQ
  • PieSync
  • Podio
  • Practice Ignition
  • Process Street
  • Proposable
  • Proposify
  • Pure Chat
  • Qlik Sense
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Quote Roller
  • Quotient
  • Recurly
  • Reply
  • Robly
  • Sage 300 Construction and Real Estate
  • Sage Business Cloud
  • Sage Intacct
  • Salesforce Sales Cloud
  • SalesforceIQ
  • ScheduleOnce
  • SendGrid
  • Sendinblue
  • ServiceM8
  • SetMore
  • SharpSpring
  • Shopify
  • Slack
  • Slemma
  • Stripe
  • SugarCRM
  • SupportBee
  • Tableau
  • Teamwork
  • Teamwork Desk
  • TimeCamp
  • Todoist
  • Toky
  • Toodledo
  • TractionNext
  • Trello
  • Typeform
  • Wave Accounting
  • WebMerge
  • Wishpond
  • Workato
  • Wufoo
  • Xero
  • YouCanBook.me
  • Zapier
  • Zendesk
  • Zendesk Sell
  • Zoho Books
  • Zoho CRM
  • Zoho Invoice
  • dotdigital Engagement Cloud
  • dotloop
  • noCRM.io