Insightly vs LiquidPlanner

Starting Price

$29.00/month/user

$45.00/month/user

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.

Technology teams that need to track time, manage resources, collaborate, schedule multiple projects, manage project portfolios & upload documents in one easy location.

Rating


3.9 / 5
(470)
Read All Reviews

4.3 / 5
(622)
Read All Reviews

Ideal number of Users

1 - 1000+

2 - 1000+

Ease of Use


3.9 / 5


  • "Insightly is awesome for it's ease of use, deep Google integration and their mobile app."

  • "Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye."


3.9 / 5


  • "It is a good web solution that is relatively easy to use. We have had success in logging employee time against tasks, projects, and clients."

  • "I like that you can set up project folders, tasks and milestones. The functionality is comprehensive and easy to use."

Customer Support


3.7 / 5


  • "I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of."

  • "Great for sales cycles and customer service alike."


4.4 / 5


  • "Once I caught on I got great information from it and the customer service is always excellent."

  • "The on boarding and customer support has been some of the best I have seen in relation to some of the other IT tools we have purchased."

Features & Functionality


3.8 / 5


  • "The mobile app is also a big help, with its elegant interface that makes it easy to create a lead and opportunity on the go."

  • "Nice app with many intuitive features including the ability to have many-to-many relationships between contacts and Organizations."


4.1 / 5


  • "Overall, we are very happy with LiquidPlanner and are especially excited to see how it will grow with our needs."

  • "All our clients are happy and we could deliver the best to them with the help of LiquidPlanner."

Value for Money


3.9 / 5


  • "Amazingly Good with Great Features and Low Cost."

  • "For the money (free) this is a great cloud based product that can be used right away."


4 / 5


  • "Generally good, but a bit pricey. It would be nice if the cheap version had more features."

  • "It keeps all of our projects focused and on track for timely on-budget completion with easy collaboration between team members."

Product Features

  • close Agile Methodologies
  • check Budget Management
  • check Client Portal
  • check Collaboration Tools
  • close Cost-to-Completion Tracking
  • close Customizable Templates
  • close Gantt Charts
  • check Idea Management
  • check Kanban Board
  • check Milestone Tracking
  • check Portfolio Management
  • check Resource Management
  • check Time & Expense Tracking
  • close Traditional Methodologies
  • check Agile Methodologies
  • check Budget Management
  • check Client Portal
  • check Collaboration Tools
  • check Cost-to-Completion Tracking
  • check Customizable Templates
  • check Gantt Charts
  • check Idea Management
  • check Kanban Board
  • check Milestone Tracking
  • check Portfolio Management
  • check Resource Management
  • check Time & Expense Tracking
  • check Traditional Methodologies

Screenshots

View 4 screenshots 88571 thumb
View 5 screenshots 25193 thumb

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
  • check Documentation

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Insightly vs LiquidPlanner

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