Insightly vs Bright
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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
Bright offers a suite of industry-leading software solutions for accountants, bookkeepers and SMEs across the UK and Ireland.
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
No images available
Pricing
Starting from
US$29.00/month
- Free Version
- Free Trial
- Subscription
Starting from
£279.00/year
- 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
4.8/ 5Features
4.7/ 5Customer Service
4.8/ 5Value for Money
4.8/ 5Features
Total features 126
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Assignment Management
- Audit Management
- Audit Trail
- Bank Reconciliation
- Batch Processing
- Benefits Management
- Billing & Invoicing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- CRM
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Engagement
- Customer Segmentation
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Visualization
- Deal Management
- Direct Deposit
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Dynamic Modeling
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Database
- Employee Management
- Employee Portal
- Employee Profiles
- Employee Self Service
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- File Management
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- For Accountants
- For Insurance Industry
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- General Ledger
- Goal Setting/Tracking
- Graphical Data Presentation
- HR Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Invoice Processing
- Kanban Board
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Marketing Automation
- Messaging
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Currency
- Opportunity Management
- Payment Reconciliation
- Payroll Management
- Payroll Reporting
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Prioritization
- Process/Workflow Automation
- Profit/Loss Statement
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Tracking
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring Tasks
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Sick Leave Tracking
- Single Sign On
- Source Tracking
- Statistical Analysis
- Status Tracking
- Tagging
- Task Board View
- Task Editing
- Task Management
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Tax Compliance
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Time & Expense Tracking
- Time Off Management
- To-Do List
- Transaction History
- Vacation/Leave Tracking
- Visual Analytics
- Wage Garnishment
- Web Forms
- Web-based Deployment
- Workflow Management
Total features 68
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Assignment Management
- Audit Management
- Audit Trail
- Bank Reconciliation
- Batch Processing
- Benefits Management
- Billing & Invoicing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- CRM
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Engagement
- Customer Segmentation
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Visualization
- Deal Management
- Direct Deposit
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Dynamic Modeling
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Employee Database
- Employee Management
- Employee Portal
- Employee Profiles
- Employee Self Service
- Event Triggered Actions
- Expense Tracking
- Field Sales Management
- File Management
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- For Accountants
- For Insurance Industry
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- General Ledger
- Goal Setting/Tracking
- Graphical Data Presentation
- HR Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Invoice Processing
- Kanban Board
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Marketing Automation
- Messaging
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Currency
- Opportunity Management
- Payment Reconciliation
- Payroll Management
- Payroll Reporting
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Prioritization
- Process/Workflow Automation
- Profit/Loss Statement
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Tracking
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recurring Tasks
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Sick Leave Tracking
- Single Sign On
- Source Tracking
- Statistical Analysis
- Status Tracking
- Tagging
- Task Board View
- Task Editing
- Task Management
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Tax Compliance
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Time & Expense Tracking
- Time Off Management
- To-Do List
- Transaction History
- Vacation/Leave Tracking
- Visual Analytics
- Wage Garnishment
- Web Forms
- Web-based Deployment
- Workflow Management
Integrations
- 123FormBuilder
- AccountsIQ
- ActiveCampaign
- ActiveDEMAND
- Acuity Scheduling
- Aircall
- AnyMeeting
- Asana
- Benchmark Email
- Bidsketch
- BookingSync
- Box
- Brevo
- CallRail
- Campaign Monitor by Marigold
- Chargebee
- Clear Books
- Clio
- ConnectWise PSA
- Constant Contact
- Contactually
- Cyclr
- Dasheroo
- Direct Mail
- DirectIQ Email Marketing
- Dotdigital
- Drip
- Dropbox Business
- EZ Texting
- Emma by Marigold
- Everhour
- Evernote Teams
- 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
- Ignition
- Intercom
- Jotform
- Kanban Tool
- Kantata
- Keap
- Kixie PowerCall
- Kustomer
- Lead Gen & CRM (formerly SharpSpring)
- Lead Liaison
- Mad Mimi
- MailUp
- Mailchimp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Microsoft Power BI
- Modulr
- Mojo Helpdesk
- Myphoner
- OmniFocus
- OnceHub
- OneDrive
- Operations Hub
- Outreach
- PandaDoc
- PersistIQ
- Podio
- Portfolio Manager
- Process Street
- Proposable
- Proposify
- Pure Chat
- Quick File
- QuickBooks Online
- QuickBooks Online Advanced
- Quotient
- Recurly
- Reply
- Robly
- Salesforce Marketing Cloud Account Engagement
- SendGrid
- ServiceM8
- Setmore
- Shopify
- Sign In Scheduling
- Slack
- Slemma
- Smart Pensions
- Stripe
- SugarCRM
- SupportBee
- Teamwork Desk
- Teamwork.com
- TimeCamp
- Todoist
- Toky
- Toodledo
- TractionNext
- Trello
- Twinfield
- Typeform
- Wave
- Wishpond
- Wufoo
- Xero
- YouCanBook.me
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Books
- Zoho CRM
- Zoho Invoice
- dotloop
- noCRM.io
- 123FormBuilder
- AccountsIQ
- ActiveCampaign
- ActiveDEMAND
- Acuity Scheduling
- Aircall
- AnyMeeting
- Asana
- Benchmark Email
- Bidsketch
- BookingSync
- Box
- Brevo
- CallRail
- Campaign Monitor by Marigold
- Chargebee
- Clear Books
- Clio
- ConnectWise PSA
- Constant Contact
- Contactually
- Cyclr
- Dasheroo
- Direct Mail
- DirectIQ Email Marketing
- Dotdigital
- Drip
- Dropbox Business
- EZ Texting
- Emma by Marigold
- Everhour
- Evernote Teams
- 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
- Ignition
- Intercom
- Jotform
- Kanban Tool
- Kantata
- Keap
- Kixie PowerCall
- Kustomer
- Lead Gen & CRM (formerly SharpSpring)
- Lead Liaison
- Mad Mimi
- MailUp
- Mailchimp
- MailerLite
- Marketo Engage
- Membrain
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Microsoft Power BI
- Modulr
- Mojo Helpdesk
- Myphoner
- OmniFocus
- OnceHub
- OneDrive
- Operations Hub
- Outreach
- PandaDoc
- PersistIQ
- Podio
- Portfolio Manager
- Process Street
- Proposable
- Proposify
- Pure Chat
- Quick File
- QuickBooks Online
- QuickBooks Online Advanced
- Quotient
- Recurly
- Reply
- Robly
- Salesforce Marketing Cloud Account Engagement
- SendGrid
- ServiceM8
- Setmore
- Shopify
- Sign In Scheduling
- Slack
- Slemma
- Smart Pensions
- Stripe
- SugarCRM
- SupportBee
- Teamwork Desk
- Teamwork.com
- TimeCamp
- Todoist
- Toky
- Toodledo
- TractionNext
- Trello
- Twinfield
- Typeform
- Wave
- Wishpond
- Wufoo
- Xero
- YouCanBook.me
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Books
- Zoho CRM
- Zoho Invoice
- dotloop
- noCRM.io
