The email system is really poor with no hard integration just a forwarding system that doesn't really cut the mustard.

If you have a problem with Insightly, it will likely not be fixed.

I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.

The software graphics were somewhat childish initially, but they have updated the graphics over time.

We are still in the trial process, I couldn't find much things to dislike. Maybe pricing should be more flexible in terms of the needed features.

Had all the Crm and database features you could want. Good training and onboarding process and good pricing.

The lack of customer service is what lost them the sale.

Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate.

In short I would say all these features are good enough to maintain my workflow in a very stunning way.

How can you call yourself Customer Relationship Management if you can not manage email communication. Finally, beware the have a no refund policy.

You need to watch it first their tutorial if beginner because you might confuse while using it.

With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business.

The drag and drop functionality seems a little more difficult than say other similar drag and drop functions like Tableau.

It was functional after frustration because of lack of support.

It is quite pricey for the intended market and the lack of office integration is a no no.

I like how easy it is to integrate Insightly with other software that I use, like Google Apps. This makes messaging easy.

It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.

So i got charged instantly with even having a trial which seems a very odd way to go about things in my opinion.

We've noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team.

To make it worse, Insightly has very weak customer service. You don't hear back from them for 24 hours and even then they use a help service that is full of noise and hard to follow.

In general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing.

It has allowed us to successfully  engage  our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

I liked that it was easy to search for our clients, but that was less easy after they did the big overhaul of the software.

Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary).

Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment.

They charged [SENSITIVE CONTENT HIDDEN] for a budgeting tool that I couldn't use even after 6 months. If you have Sage Intacct:  OnPlan is not a partner.

It was difficult to get set up and integrate with QB Enterprise.

The platform allowed us to quickly provide our investors with accurate monthly reporting and beautiful dashboards that helped us build a solid financial infrastructure in one place.

The built in reporting functionality is great, but they have also made it easy to export to Excel where further manipulation and reporting can be completed.

There are a number of key features for me. Ability to quickly run as many scenarios as I want, and to compare these to each other.

OnPlan's ability to rapidly generate budget versus actuals is the best of any CPM software that I have used. The user interface is clean and modern and feels like a big upgrade over Adaptive Planning.

The model is robust, yet flexible and allows us to make changes ourselves, if we deem it necessary. Using OnPlan to generate management reports and KPI's could not be easier.

While the cost savings are great, I simply enjoy managing my own finances as much as possible. Added bonus that the OnPlan team is super responsive and happy to help if and when I have questions.

The sales person did a good job selling a product that did not work.

Ease of creating reports to provide to the financial team.

As a result, we are able to help our clients much more easily integrate finance into their decision making.

US Dollar

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 helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.  

LongDescription

File Management

Commenting/Notes

Third-Party Integration

Real-Time Analytics

Cataloging/Categorization

Project Workflow

Forecasting

Business Card/Badge Scanning

Status Tracking

Internal Chat Integration

Project Templates

Lead Capture

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Progress Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Calendar/Reminder System

Project Planning/Scheduling

Task Planning

Gantt/Timeline View

Lead Distribution

Projections

Pipeline Management

Customer Database

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Template Management

Data Import/Export

Email Tracking

Customer Support

Graphical Data Presentation

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Real-Time Data

Performance Metrics

Routing

Territory Management

Dynamic Modeling

Shared Contacts

Marketing Automation

Role-Based Permissions

Social Media Integration

Lead Segmentation

Real-Time Notifications

Workflow Management

Real-Time Updates

Email Management

Source Tracking

Project Tracking

Percent-Complete Tracking

Event Triggered Actions

Visual Analytics

Field Sales Management

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Data Visualization

Reminders

Modeling & Simulation

Reporting/Project Tracking

Customizable Templates

Calendar Sync

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Real Time Reporting

Kanban Board

Customizable Branding

To-Do List

Commission Management

Goal Setting/Tracking

Free: 
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Insightly

Live Online

Webinars

Documentation

Videos

OnPlan is a sales forecasting and budgeting solution that helps businesses create financial models using what-if scenarios and SaaS benchmarks. Features include rolling financial forecasts, template management, scenario planning, performance tracking, budgeting and more.


Using various pre-defined dashboards and templates, administrators can create specific models for sales, marketing and staffing processes. The application facilitates integration with Microsoft Excel, which enables businesses to synchronize data, implement Excel formulas and download forecasting reports to share with stakeholders. Additionally, it includes roles and permissions management module to allocate data read or write access among employees for collaboration purposes.


OnPlan allows integration with Xero, Zapier, Pipedrive, Google Analytics, Salesforce, Google Sheets, and QuickBooks. The application's BVA tool allows users to compare budgets with actual results and track business performance through variance analysis.



Milestone Tracking

General Ledger

Financial Analysis

Publishing/Sharing

Ad hoc Reporting

Scenario Planning

For Nonprofits

Strategic Planning

Chart of Accounts

Consolidation/Roll-Up

Audit Trail

Version Control

Profitability Analysis

Scorecards

Multi-Department/Project

Self-Service Reporting

Data Connectors

Trend/Problem Indicators

Multi-Company

Benchmarking

Roadmapping

KPI Monitoring

Project Accounting

Key Performance Indicators

Budgeting/Forecasting

Expense Management

Predictive Analytics

Cash Management

Correlation Analysis

Metadata Management

Income & Balance Sheet

Asset Lifecycle Management

"What If" Scenarios

Customizable Dashboard

Ad hoc Analysis

Business Process Control

Drag & Drop

Exception Reporting

Sales Forecasting

Financial Reporting

Profit/Loss Statement

OnPlan pricing starts at $12,500 per year. They do not have a free version. OnPlan offers a free trial and customized demonstrations.
The software is available across 3 pricing tiers (Essentials, Growth, and Growth+).  Details seen here: https://onplan.co/pricing/ 



Insightly vs OnPlan

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