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Ricochet360 vs Insightly: Which is a better fit?

Updated on January 19th, 2025
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What's your intended use case?
Summary
Key features rated by users
Features selected based on 14,198 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
--
Contact Management
4.7
Lead Management
4.9
Sales Pipeline Management
NA
Reminders
NA
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.4
Lead Management
4.2
Sales Pipeline Management
4.1
Reminders
--
User satisfaction
4.8
User reviews54
Ease of use
4.7
Functionality
4.7
Value for money
4.7
Customer support
4.8
4.0
User reviews660
Ease of use
4.0
Functionality
3.9
Value for money
4.0
Customer support
3.8
Price starts from
/user
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

Ricochet360 is the All-In-One sales and marketing automation platform is ideal for SMB, SME, and Large Enterprise companies looking to efficiently scale their sales operations.

Fast-growing businesses in every vertical who want a cloud-based, powerful, affordable, scalable CRM.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-788e2e7c-3d9a-4120-63ff-08da1e72e5bf
Nik K
Agency Owner
5.0

Nick: Hi, my name is Nick. I'm an insurance agency owner. I give Ricochet360 five stars, go ahead and click below. Prior to using Ricochet360, we're always bouncing around trying to find the right CRM and adding different pieces of technology towards tech stack. In a Facebook group that I have for other insurance agents, one of them recommended that we tried looking at Ricochet360. We went ahead, we did a demo and we found that Ricochet360 really filled the needs of what we were looking to do in terms of the marketing campaigns that we wanted to run. It's all encompassing, it was able to automate a lot of our tasks and the service people that we have working for us really enjoy using it. We chose Ricochet360 for one specific reason. In the insurance industry, it's all about lead generation and we wanted to run a specific marketing campaign using a dialer system that would be efficient all encompassing into one ecosystem and Ricochet360 really filled that need for us. Ricochet was very easy in terms of the onboarding process. Their team was very, very specific in terms of what we needed in order to begin with the onboarding process. So I was the point of contact with getting everybody set up. It was very easy, very streamlined. They walked us through the process. If we had any questions, they always made sure to answer our questions for us. However, there's a little bit of a learning curve and that goes to say for almost any piece of new software, Ricochet is very robust. There's a lot of features that you can utilize with the platform. So you need to keep using it. And the more you keep using it, the more you familiarize yourself with all the features, you'll learn to love it as much as we have. What I recommend before anyone signs up, not just with Ricochet, but any softwares, schedule a demo. It's really important. I know for us, when we scheduled a demo, I was able to pilot the software. We were very specific with what we wanted to do with our marketing campaigns. And I really wanted to see how the dialer system would work. So the representative, he walked us through exactly how that process works. As a visual guy, it really helped me understand what it is that we're signing up for. So definitely stress the demo. And the second part is join a Facebook group for Ricochet360 members. This will give you a chance to ask questions that you may never have thought of. You also will have the ability to find out a little bit about the cons of the system too. What people don't like about it, no system is ever perfect. However, it's important to hear both sides of things. So definitely I would recommend a demo and the Facebook group, and you'll be able to make an educated decision moving forward.

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Zach C
CTO
3.0

Zach C.: Hi, my name is Zach. I'm a CTO and I give Insightly three out of five stars. For more reviews like this, click below. So before using Insightly, we didn't actually have a CRM platform. We were just using an Excel spreadsheet to keep track of all of our clients, but we were in a growth phase and we had started to outgrow that and we needed more functionality, more tracking. So at that moment, we decided that Insightly was our best choice. And we used that and it helped us through the next phase, but then we ended up outgrowing that and we were looking for a different CRM. And so, we ended up switching to HubSpot CRM. So we chose Insightly because it was convenient to us for several reasons, for the price point. Since it was our first CRM within our small company, we just wanted something simple and easy to use. We weren't looking for really that much of the advanced tools or automation at that moment. We just wanted to really start keeping track and grouping and tagging all of our growing contact list and growing client base. And a lot of it had to do with the price point. It was a really a great option at that point to get in with Insightly, with just the few number of users that we needed and the number of contacts that we had in our database. It made sense at the time. Overall, I'd say it was a pretty easy process getting started with Insightly. A lot of the difficulties or learning curve just really had to do with our unfamiliarity with CRM software at the moment, but we were able to import our contacts from our Excel spreadsheet, start with that as a base and start adding different contact properties, data points, tagging notes. And yeah, we got all that up and running pretty quickly. If you're considering using Insightly, nowadays, there's so many CRM platforms out there. I think it's really important to consider where you want to go. What's your trajectory? Start trying to think a few years in advance of where you want to grow into, how many contacts you're going to have. Obviously, a lot of the CRMs are based... The pricing plans are based off of a number of contacts, not all of them, but some of them are. And Insightly has integrated a lot more sort of advanced tools and marketing tools and automation since we left them. But it's really important to kind of understand the business use cases that you want to have. Not just what is going to solve today, but try to imagine and be creative of what you could potentially do with this in a couple years. Because changing CRMs is something that is entirely possible and not a huge feat, but still something that is a little bit of a setback for any company. And another thing that I would consider is if you are in some sort of very specific industry, there also might be specialized CRMs solutions that are really targeted at that industry. So Insightly is a all around general CRM that can be adapted and customized really to fit any industry. But sometimes those specialized CRMs, industry specific CRMs, might end being the right solution for you.

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User interface
141932 video thumbnail}
1 Video
130671 video thumbnail}
1 Video
141932
3 screenshots
130671
5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Ricochet360

27/37
  • Calendar Management
  • Customer Journey Mapping
  • Customizable Fields
  • Drag & Drop
  • Email Templates
  • Forecasting
  • Lead Scoring
  • Quotes/Estimates
  • Reminders
  • Sales Pipeline Management
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Campaign Management
  • Contact Management
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Document Storage
  • Email Management
  • Email Marketing
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Referral Tracking
  • Reporting/Analytics
  • Sales Reports
  • Segmentation
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

Insightly

Top Features
33/37
Show CRM Software Features +
Ricochet360
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Insightly
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Ricochet360
  • By Ricochet360
  • Located in United States
  • Founded in 2009
Insightly
  • By Insightly
  • Located in United States
  • Founded in 2010
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