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Ontraport vs Insightly CRM (2024 Comparison)

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Author

Anastasia Belyh

Last Update

Nov 08, 2024

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Excellent Value For Price
4.3

0

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Ontraport

Ontraport offers a powerful all-in-one solution for automating marketing and sales processes. Its comprehensive features and robust reporting make it ideal for businesses seeking efficiency and growth.

  • Comprehensive automation features
  • Strong email marketing tools
  • Robust reporting capabilities
  • Steep learning curve
  • Higher cost for small businesses

Free plan?

Yes

Starting price

$24 per month
Good Value For Price
4.1

0

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Insightly CRM

Insightly CRM provides a user-friendly platform with excellent project management and integration capabilities. It's perfect for businesses looking to enhance their CRM and streamline operations.

  • User-friendly interface
  • Excellent project management
  • Wide range of integrations
  • Limited automation features
  • Basic email marketing capabilities

Free plan?

Yes

Starting price

$29 per user / month

What is Ontraport?

Ontraport is a comprehensive business automation software designed to streamline your marketing, sales, and business processes. It offers a suite of tools including CRM, email marketing, and e-commerce functionalities, all in one platform. This integration helps businesses manage their customer relationships more effectively, automate repetitive tasks, and ultimately drive growth. Whether you're a small business owner or a marketer, Ontraport provides the flexibility and power to tailor your workflows, making your daily operations smoother and more efficient.

What is Insightly CRM?

Insightly CRM is a robust customer relationship management tool that helps businesses manage their contacts, sales, and projects efficiently. It offers features like lead management, project management, and workflow automation, making it a versatile choice for businesses looking to enhance their customer interactions. Insightly CRM is particularly beneficial for small to medium-sized businesses, providing them with the tools needed to streamline operations, improve customer service, and drive sales growth. Its user-friendly interface and integration capabilities make it a valuable asset in daily business operations.

Pros and Cons of Ontraport vs Insightly CRM

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Pros & Cons of Ontraport

Comprehensive automation features
  • Ontraport offers extensive automation capabilities, allowing businesses to streamline their marketing and sales processes effectively. This feature is particularly beneficial for companies looking to enhance efficiency and productivity.
Strong email marketing tools
  • With Ontraport, you can create personalized and targeted email campaigns with ease. Its advanced email marketing tools help businesses engage with their audience more effectively, driving better results.
Robust reporting capabilities
  • Ontraport provides detailed analytics and reporting features, enabling businesses to gain valuable insights into their performance. This helps in making informed decisions and optimizing strategies for better outcomes.
Steep learning curve
  • Ontraport's extensive features can be overwhelming for new users, requiring time and effort to master. This may pose a challenge for businesses looking for a quick and easy setup.
Higher cost for small businesses
  • The pricing of Ontraport may be on the higher side for small businesses, making it less accessible for those with limited budgets. This could be a deterrent for startups and small enterprises.
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Pros & Cons of Insightly CRM

User-friendly interface
  • Insightly CRM is known for its intuitive and easy-to-navigate interface, making it accessible for users of all skill levels. This feature enhances user experience and adoption rates.
Excellent project management
  • With Insightly CRM, businesses can manage projects and tasks efficiently, thanks to its robust project management features. This is ideal for teams looking to streamline their workflows.
Wide range of integrations
  • Insightly CRM offers a vast array of integrations, allowing seamless connectivity with other tools and platforms. This enhances its versatility and adaptability to various business needs.
Limited automation features
  • While Insightly CRM offers basic automation capabilities, it may not be sufficient for businesses looking for advanced automation solutions. This could limit its appeal for certain users.
Basic email marketing capabilities
  • Insightly CRM's email marketing features are relatively basic, which may not meet the needs of businesses looking for comprehensive email marketing solutions. This could be a drawback for marketing-focused teams.

Ontraport vs Insightly CRM: At A Glance

Decision FactorOntraportInsightly CRM
Value to Price
Excellent4.5
Good4.2
Ease of Use
Good4.2
Excellent4.3
Functionality
Excellent4.4
Good4.1
Scalability
Excellent4.3
Good4.0
Integrations
Good4.1
Excellent4.4
Customer Support
Good4.2
Good4.0
Security
Excellent4.3
Good4.2
Overall Rating
Excellent4.3
Good4.1

Value to Price

Ontraport offers a comprehensive suite of tools that provide excellent value for the price, especially for businesses looking to integrate marketing and sales processes. Insightly CRM, while slightly more affordable, offers a robust CRM solution with project management capabilities. If you're looking for a more integrated solution, Ontraport might be the better choice.

Ease of Use

Insightly CRM is known for its user-friendly interface, making it easy for teams to adopt and use effectively. Ontraport, while powerful, may require a bit more time to master due to its extensive features. If ease of use is your priority, Insightly CRM could be the better option.

Functionality

Ontraport excels in functionality with its all-in-one platform that combines CRM, marketing automation, and e-commerce. Insightly CRM offers strong CRM and project management features but lacks some of the marketing automation capabilities. For businesses needing comprehensive functionality, Ontraport is the superior choice.

Scalability

Both Ontraport and Insightly CRM offer scalable solutions, but Ontraport's extensive feature set makes it more suitable for growing businesses that need to expand their marketing and sales efforts. Insightly CRM is ideal for small to medium-sized businesses looking for a reliable CRM solution.

Integrations

Insightly CRM shines with its wide range of integrations, allowing seamless connectivity with other tools. Ontraport also offers integrations but focuses more on providing an all-in-one solution. If integrations are crucial, Insightly CRM is the better choice.

Customer Support

Ontraport provides solid customer support with various resources and assistance options. Insightly CRM also offers good support but may not be as comprehensive. If customer support is a deciding factor, Ontraport might be more appealing.

Security

Both Ontraport and Insightly CRM prioritize security, ensuring data protection and compliance. Ontraport's security measures are robust, making it a reliable choice for businesses handling sensitive information. Insightly CRM also offers strong security features, suitable for most business needs.

Overall Rating

Ontraport scores higher overall due to its comprehensive feature set and integration capabilities, making it ideal for businesses seeking an all-in-one solution. Insightly CRM is a strong contender for those prioritizing ease of use and integrations.

Ontraport vs Insightly CRM: A Detailed Breakdown of Key Features

FeaturesOntraportInsightly CRM
Email Marketing
Excellent4.5
Good4.0
Lead Management
Excellent4.3
Excellent4.4
Project Management
Good4.0
Excellent4.5
Automation
Excellent4.4
Good4.1
Reporting
Excellent4.3
Good4.2
Customization
Good4.2
Excellent4.3

Email Marketing

Ontraport offers a robust email marketing platform with advanced automation features, allowing you to create personalized campaigns effortlessly. Insightly CRM provides basic email marketing capabilities, which are suitable for smaller campaigns. If you're looking for a powerful email marketing tool, Ontraport is the better choice.

Lead Management

Insightly CRM excels in lead management with its intuitive interface and comprehensive tracking features. Ontraport also offers strong lead management capabilities but focuses more on automation. If lead management is your priority, Insightly CRM might be more suitable.

Project Management

Insightly CRM stands out with its project management features, allowing you to manage tasks and projects seamlessly. Ontraport offers basic project management tools but focuses more on marketing automation. For project management needs, Insightly CRM is the superior choice.

Automation

Ontraport shines in automation, providing extensive options to automate marketing and sales processes. Insightly CRM offers basic automation features, which may not be as comprehensive. If automation is crucial, Ontraport is the better option.

Reporting

Both Ontraport and Insightly CRM offer robust reporting features, but Ontraport provides more detailed analytics and insights. Insightly CRM's reporting is user-friendly and sufficient for most needs. For in-depth reporting, Ontraport is the preferred choice.

Customization

Insightly CRM offers excellent customization options, allowing you to tailor the platform to your needs. Ontraport also provides customization but focuses more on pre-built solutions. If customization is key, Insightly CRM is the better choice.

Pricing Comparison of Ontraport and Insightly CRM

We’ve compiled the pricing tables and highlighted the key features of both Ontraport and Insightly CRM to aid in your decision-making process. Let’s explore what each platform has to offer.

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Ontraport Pricing Plans

Basic
For Small Businesses
$24

per month

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Basic includes:
  • Web forms and pages to capture leads effectively.
  • Scalable platform designed for business growth.
  • Drag-and-drop marketing automation for ease of use.
  • Unlimited email sending to reach a wider audience.
Plus
For Growing Businesses
$83

per month

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Includes Basic, plus:
  • Add payments and memberships for monetization.
  • Website personalization to enhance user experience.
  • 2-way SMS marketing for interactive communication.
  • Lead scoring to prioritize potential customers.
Pro
For Established Enterprises
$124

per month

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Includes Plus, plus:
  • Marketing tracking and testing for performance insights.
  • Partner programs to expand business reach.
  • User roles and permission management for security.
  • Custom contact and email limits for flexibility.
Enterprise
For Large Enterprises
$249

per month

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Includes Pro, plus:
  • Enterprise-grade security for data protection.
  • Private infrastructure available for dedicated resources.
  • 1-on-1 email deliverability consulting for optimal reach.
  • Quarterly account reviews for continuous improvement.
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Insightly CRM Pricing Plans

Plus
for small businesses
$29

per user / month

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Plus includes:
  • Project management tools to streamline business processes.
  • Advanced reports for insightful data analysis.
  • Pre-built business dashboards for quick access to metrics.
  • Free 14-Day Trial to explore features before purchase.
Professional
for mid-sized businesses
$49

per user / month

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Includes Plus, plus:
  • Workflow automation to reduce manual tasks.
  • Custom page layouts for personalized user experience.
  • Free 14-Day Trial to test advanced features.
  • Enhanced data management with custom fields.
Enterprise
for large enterprises
$99

per user / month

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Includes Professional, plus:
  • Products, pricebooks, and quotes for sales management.
  • Comprehensive audit logging for security and compliance.
  • Contact sales for tailored solutions and pricing.
  • Advanced integration capabilities with REST API.

Our Rating Methodology

We thoroughly evaluate each CRM tool, focusing on key aspects like functionality, ease of use, and integrations. By analyzing user feedback and conducting in-depth testing, we ensure our recommendations align with your business needs. Each factor is weighted to provide a reliable final rating, helping you make informed decisions.

Decision FactorScoring Weight
Value to Price
20%
20%
Ease of Use
20%
15%
Functionality
20%
25%
Scalability
20%
15%
Integrations
20%
10%
Customer Support
20%
10%
Security
20%
5%

Ontraport or Insightly CRM: Which One Matches Your Business Needs?

Choose Ontraport If You Need ...

  • Comprehensive automation solution

    If you are looking for a **comprehensive automation solution** that integrates marketing, sales, and e-commerce, Ontraport is the ideal choice. Its extensive features and robust reporting capabilities make it perfect for businesses seeking efficiency and growth.

  • Advanced email marketing

    If you need **advanced email marketing tools** to create personalized and targeted campaigns, Ontraport is the better option. Its powerful email marketing features help businesses engage with their audience more effectively, driving better results.

Choose Insightly CRM If You Need ...

  • User-friendly CRM

    If you are looking for a **user-friendly CRM** with excellent project management capabilities, Insightly CRM is the ideal choice. Its intuitive interface and robust project management features make it perfect for teams looking to streamline their workflows.

  • Wide range of integrations

    If you need a CRM with a **wide range of integrations** to connect with other tools and platforms, Insightly CRM is the better option. Its extensive integration capabilities enhance its versatility and adaptability to various business needs.

Frequently Asked Questions

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Author

Anastasia Belyh

Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.