Trello vs Insightly Comparison

Remove All	94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Trello Project Management Software (24206 Ratings)	93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Insightly CRM Software (6478 Ratings)	92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Zoho Projects Project Management Software (1115 Ratings)	92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Wrike Project Management Software (4176 Ratings)
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Remove All	94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Trello Project Management Software (24206 Ratings)	93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Insightly CRM Software (6478 Ratings)	92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Zoho Projects Project Management Software (1115 Ratings)	92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Wrike Project Management Software (4176 Ratings)
Remove All	Start Free Trial	Get Free Quote	Start Free Trial	Start Free Trial

Overview

Summary

Organizes your projects and day-to-day tasks through creating notecards on dashboard. The software can also be used as a trip planner, a side project, a community bulletin, an event or an idea repository. Tasks and ideas can be noted on the Trello cards. Alongside, the work progress can also be tracked. The user can sort and organize these cards based upon their categories. A quick overview is displayed on the front of the cards, flipping which, the user can dive into more detailed information such as checklists, due dates, comments, attachments etc. There is a progress meter that adds a checklist to organize your to-do list. You can also attach documents and multimedia files to the cards. ..show more

Insightly stands out as a versatile and powerful CRM tool, adept at capturing and managing leads through every stage of the sales process. With Insightly, users benefit from comprehensive contact management capabilities, enabling them to effortlessly track essential lead information, including details derived from emails. The platform's seamless integration with popular cloud storage services like Dropbox, Box, Google Drive, and Microsoft OneDrive simplifies file uploads, ensuring a hassle-free experience. Beyond its CRM functionalities, Insightly features an inbuilt project management system that allows for continuous workflow monitoring and timely content publication. Its adaptability makes it an ideal choice for various sectors including accounting, construction, education, health, and real estate, solidifying its position as a fundamental tool for businesses aiming to streamline their operations and enhance productivity. ..show more

Helps in planning projects, assigning tasks, keeping track on the work progress, managing documents, communicating seamlessly with the team to get the work done on time. Navigates the workflow through mapping out Gantt Charts and time management sheets. Also useful for project budgeting and allocating it as per the resources available. Additionally, it tracks issues associated with the project and manages resolving them. Maintains a database in which, the whereabouts of the employees can be seen along with their skills and availability. You can add unlimited members to your project without spending any extra money. Moreover, a mobile application also available to manage your task on-the-go. ..show more

An all-in-one project management tool that helps to organize your complex work easily and flexibly. It is ideal for remotely located teams, mid-sized organizations and enterprise companies for managing teamwork and communicating with clients. With Wrike’s collaboration features and customization tools, you will be able to manage teamwork better and finish your work sooner. It helps the team leads and administrators collecting project requirements, creating and assigning tasks and visualizing schedules on the Gantt chart. Moreover, each team member will be aware of their work priorities with personal dashboards and real-time work updates so that you'll get an efficient and goal-oriented team. ..show more

TECHNICAL DETAILS

Access Monitoring
24/7 (Live rep)
Business Hours
Online

Contact Number/Address

New York, New York

San Francisco, California / +1 888-999-4039

Pleasanton, California - 94588 / +1 844-584-2497

San Jose, California / +1 877 779 7453

API

Deployment
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
Installed - Windows
Installed - Mac

Customers
Individuals
Freelancers
Large Enterprises
Medium Business
Small Business

Pricing

Pricing Model
Free Trial
Freemium
One-time license
Open-source
Subscription
Quotation Based

Plans
	Free Free Free for your whole team For individuals or teams looking to organize anything. Features Unlimited cards Up to 10 boards per Workspace Unlimited Power-Ups per board Unlimited storage (10MB/file) 250 Workspace command runs per month Custom backgrounds & stickers Unlimited activity log Assignee and due dates iOS and Android mobile apps 2-factor authentication Standard $6 /User/Month For small teams that need to manage work and scale collaboration. Features Includes features of Free plan, plus Unlimited boards Advanced checklists Custom Fields Unlimited storage (250MB/file) 1,000 Workspace command runs per month Single board guests Saved searches Premium $12.5 /User/Month For teams that need to track and visualize multiple projects in several ways, including boards, timelines, calendars, etc. Features Includes features of Standard plan, plus Views: Calendar, Timeline, Table, Dashboard, and Map Workspace views: Table and Calendar Unlimited Workspace command runs Admin and security features Workspace-level templates Collections Observers Simple data export Enterprise $17.5 /User/Month For 50 users $17.50 per User per Month billed Yearly ($210 per user per Year) For organizations that need to connect work across teams with more security and controls. Features Includes features of Premium plan, plus Unlimited Workspaces Organization-wide permissions Organization-visible boards Public board management Multi-board guests Attachment permissions Power-Up administration Free SSO and user provisioning with Atlassian Access Based upon the Number of Users. the pricing plan varies. View Price Page	Free Free Features Up to 2 users Up to 2,500 records 5 email templates 10 emails per day 2 custom fields Custom page layouts Plus (CRM) $29 /User/Month Billed Yearly Features Lead management Automated, customized emails Email templates Web-to-lead capture Kanban view Native Marketing and Service integration Real-time connector to Marketing Contact and organization management Opportunity management Customizable sales processes Task management Relationship linking: contacts, organizations Batch update records Attach files from the cloud Insightly mobile app Real-time data synchronization Mobile business card scanning Mobile contact and calendar integration Mobile voice notes Built-in business intelligence dashboards Configurable, customizable reports Convert won opportunities to projects Native project management Configurable, automated workflows Google, MS 365 integrations PandaDoc, QBO, and Xero integrations Role-based permissions: 2 Configurable profiles/page layouts: 2 Custom fields: 50 REST public API Professional (CRM) $49 /User/Month Billed Yearly Features Includes features of Plus plan, plus Lead assignment and routing Schedule outbound emails Custom queues Customizable, real-time insight cards: 100 Role-based permissions: Unlimited Configurable profiles/page layouts: Unlimited Custom page layouts Custom fields: 100 Webhooks Supports AppConnect low-code, no-code integration Complete workflow automation Custom objects Enterprise (CRM) $99 /User/Month Billed Yearly Features Includes features of Professional plan, plus Customizable real-time insight cards: Unlimited Custom fields: 200 Custom apps Field-based permissions Calculated fields Products, pricebooks, and quotes Custom validation rules AWS lambda authoring and execution SAML and SCIM single-sign on Comprehensive audit logging Sandboxes Plus (Marketing) $99 /Month Billed Yearly Record limit: 100,000 Features Marketing prospects included: 2000 Monthly email send volume: 5x prospects purchased Email marketing automation Journey builder Email health reporting Dynamic list segmentation Hosted files Hosted forms: 10 Hosted landing pages: 10 Preview email before sending A/B email testing Email and landing page designer Prospect scoring Native CRM and Service integration Real-time CRM connector Webinar integration Behavioral marketing analytics and automation REST API Built-in business intelligence dashboards Configurable, customizable reports Role-based permissions: 2 Configurable profiles and page layouts: 2 Custom fields: 50 Professional (Marketing) $499 /Month Billed Yearly Record limit: 250,000 Features Marketing prospects included: 10,000 Monthly email send volume: 10x prospects purchased Includes features of Plus (Marketing) plan, plus Hosted forms : 50 Hosted landing pages : 50 Custom prospect scoring models: 5 custom models Multivariate email testing Prospect profiles and grading Advanced prospect tracking Analytics tracking domains: 3 Webhooks Customizable, real-time insight cards: 100 Role-based permissions: Unlimited Configurable profiles and page layouts: Unlimited Custom fields: 100 Custom objects Zoom webinar registration Supports AppConnect low-code, no-code integration Enterprise (Marketing) $999 /Month Billed Yearly Unlimited records Features Marketing prospects included: 20,000 Monthly email send volume: 15x prospects purchased Includes features of Professional (Marketing) plan, plus Hosted forms : Unlimited Hosted landing pages : Unlimited Custom prospect scoring models: 10 custom models Comprehensive audit logging Analytics tracking domains: 20 AWS lambda authoring and execution Customizable, real-time insight cards: Unlimited Custom fields: 200 SAML and SCIM single-sign on Calculated fields Custom validation rules Supports AppConnect low-code, no-code integration Insightly AppConnect $249 /User/Month Per Account Per Month 25K Plan : $249 per Account per Month billed Yearly 25,000 tasks per month 100K Plan : $799 per Account per Month billed Yearly 100,000 tasks per month 500K Plan : $3,499 per Account per Month billed Yearly 500,000 tasks per month Features Hundreds of App Connectors Speed and Simplicity Scalable and Secure Additional 25,000 tasks per month: $249 Required onboarding: $2500 Plus (Service) $29 /User/Month Per Agent Per Month Billed Annually Features Comprehensive ticket editor Ticket auto-assignment Ticket email auto-response Escalation rules and queues Knowledge base SLA tracking and management Web-to-object and ticket Configurable email settings Built-in business intelligence dashboards Configurable, customizable reports Create new opptys and tasks from existing tickets Role-based permissions: 2 Configurable roles and page layouts: 2 Email templates Custom fields public API Macros Professional (Service) $49 /User/Month Per Agent Per Month Billed Annually Features Includes features of Plus plan, plus Customer satisfaction surveys Configurable roles and page layouts: Unlimited Custom ticket automations Portal customization Custom objects Custom queues Supports AppConnect low-code, no-code integration Enterprise (Service) $99 /User/Month Per Agent Per Month Billed Annually Features Includes features of Professional plan, plus Comprehensive audit logging Role-based permissions: Unlimited Configurable roles and page layouts: Unlimited Custom validation rules Calculated fields Unlimited brands and portals AWS lambda authoring and execution SAML and SCIM single-sign on Plus (Insightly All-in-One) $349 /Month billed Yearly Insightly CRM – Plus Insightly Marketing – Plus Insightly Service – Plus Insightly AppConnect – 25k Add-ons CRM users: 2 users included Additional CRM Users: $29 per User per Month Marketing prospects: 2,000 prospects included Additional Marketing prospects: Up to 100,000 Service agents: 2 agents included Additional Service agents: $29 per User per Month AppConnect technical setup – required: $3,000 Guided product onboarding – required: $1500 Premier Success Program – required: 20% of license ($3,000 minimum annually) Professional (Insightly All-in-One) $899 /Month Billed Yearly Insightly CRM – Professional Insightly Marketing – Professional Insightly Service – Professional Insightly AppConnect – 25k Add-ons CRM users: 5 users included Additional CRM Users: $49 per User per Month Marketing prospects: 10,000 prospects included Additional Marketing prospects: Up to 250,000 Service agents: 5 agents included Additional Service agents: $49 per User per Month AppConnect technical setup – required: $3,000 Guided product onboarding – required: $1500 Premier Success Program – required: 20% of license ($3,000 minimum annually) Enterprise (Insightly All-in-One) $2599 /Month Billed Yearly Insightly CRM – Enterprise Insightly Marketing – Enterprise Insightly Service – Enterprise Insightly AppConnect – 100k Add-ons CRM users: 10 users included Additional CRM Users: $99 per User per Month Marketing prospects: 20,000 prospects included Additional Marketing prospects: Up to 1,000,000 Service agents: 10 agents included Additional Service agents: $99 per User per Month AppConnect technical setup – required: $3,000 Guided product onboarding – required: $1500 Premier Success Program – required: 20% of license ($3,000 minimum annually) View Price Page	Free Free Up to 3 users Features 2 Projects Subtasks 5GB of storage space Premium $5 /User/Month Features Includes features of Free plan, plus Unlimited projects Project Templates Time Tracking Blueprints Enterprise $10 /User/Month Features Includes features of Premium plan, plus Read-only users Custom Fields & Status Custom Roles & Profiles Single Sign-On Two-Factor Authentication View Price Page	Free Free For teams getting started Intelligent task management Features Web, desktop, and mobile apps Project & task management AI content generation Board view Table view Active task limitations apply Team $9.8 /User/Month For growing teams Effective team management Features 2-25 users Unlimited projects Unlimited tasks & subtasks Unlimited custom fields Unlimited request forms 20 free collaborators Interactive Gantt charts Automations (50 actions/user/month) Custom workflows Chart view Calendar view Dashboards Use case templates Google Sign-In External requester collaboration Integrations & open API 2 GB storage per user Business $24.8 /User/Month For all teams across an organization Customizable platform for any use case Features 5-200 users Includes features of Team plan, plus Folder structure & nested projects Cross-tagging Project Blueprints Custom item types Automations (200 actions/user/month) AI risk prediction & work creation Approvals & guest approvals File and video proofing (30+ file formats) Resource management, workloads & time tracking Reports and Unlimited Dashboards User groups & permissions DAM Integrations and Cloud Content Connector Adobe Creative Cloud Extensions 5 GB storage per user Enterprise Custom For large teams Enterprise-grade security and scalability Features Includes features of Business plan, plus 5 to unlimited users SAML-based SSO Two-Factor Authentication (2FA) Password policies Custom access roles Customizable user types Admin permissions User audit reports Automations (1000 actions/user/month) 10 GB storage per user Pinnacle Custom For teams with complex work needs Advanced tools and analytics for complex work Features 5 to unlimited users Includes features of Enterprise plan, plus Locked Spaces Advanced reporting & BI Team utilization and performance dashboard Job roles Budgeting and billable hours Bookings (project-level effort & time planning) SharePoint and HTML5 proofing and approvals Automations (1500 actions/user/month) 15 GB storage per user View Price Page