Insightly vs CS Professional Suite

Starting Price

$29.00/month/user

Not provided by vendor

Best For

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

Cloud-based & on-premise accounting solution that helps businesses of all sizes manage operations, taxes, auditing, documents, payroll, workflow and more via a self-service portal.

Product Features

  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking
  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

Ideal number of Users

1 - 1000+

1 - 1000+

Rating


3.9 / 5
(479)
Read All Reviews

3.8 / 5
(25)
Read All Reviews

Ease of Use


4 / 5


  • "Not easy to use but functional software that help me on my job. I like the features, manageable and have good system."

  • "I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM."


3.7 / 5


Customer Support


3.7 / 5


  • "Really really bad customer service. Continued charging me 3 months after I cancelled my account and I'm still trying to have them to stop charging me and issue my refund."

  • "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."


3.7 / 5


Features & Functionality


3.8 / 5


  • "The project management is somewhat confusing, because the workflow isn't intuitive."

  • "Perhaps Insightly doesn't have a more visual workflow management like other software of its kind has, but the reporting feature is, in my opinion, the strongest feature, it has."


3.9 / 5


  • "CS Professional Suite caused more problems than is solved."

  • "The integration between the products is top notch and so helpful. Most of the products are relatively intuitive to use."

Value for Money


3.9 / 5


  • "After trying for a month to get my team to adopt this tool they all complained. I contacted Insightly to request a pro-rated refund but they refused."

  • "It has the ability to create reports on a whim. Price is fair for the functionality and ability to customize to fit your industry's needs."


3.1 / 5


Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation

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Insightly vs CS Professional Suite

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