Insightly
Insightly is a modern customer relationship management platform that combines sales tracking, marketing automation, and project management into a single solution to help you align teams and grow revenue.
Ortto
Ortto is a unified customer journey platform that combines marketing automation, customer data, and advanced analytics to help you attract, engage, and retain customers through personalized multi-channel experiences.
Quick Comparison
| Feature | Insightly | Ortto |
|---|---|---|
| Website | insight.ly | ortto.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $599/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2015 |
| Headquarters | San Francisco, USA | Sydney, Australia |
Overview
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from lead to delivery. Unlike basic CRMs that stop once a deal closes, you can convert won opportunities directly into projects. This ensures your post-sales teams have all the context they need to satisfy customers without manual data re-entry or messy handoffs.
You can track complex relationships between contacts, organizations, and emails using a flexible linking system. The platform scales with your business, offering specialized modules for marketing automation and customer service. It is particularly effective for growing mid-sized teams in professional services, manufacturing, and technology who need to bridge the gap between sales and execution.
Ortto
Ortto is a unified platform that brings your customer data, marketing automation, and analytics together in one place. Instead of jumping between disconnected tools, you can see exactly how your customers interact with your brand across every touchpoint. You can build complex automated journeys that trigger based on real-time behaviors, ensuring you always send the right message at the perfect moment.
The platform helps you break down data silos by connecting your existing tech stack—like your billing system, support desk, and website—into a single customer view. Whether you are a growing startup or an established enterprise, you can use these insights to personalize emails, SMS, and in-app messages. It simplifies the process of turning raw data into actionable marketing campaigns that drive measurable growth for your business.
Overview
Insightly Features
- Relationship Linking Map complex connections between contacts, companies, and projects to see exactly how your business network interacts.
- Lead Management Capture and route leads automatically to the right sales rep so you never miss a follow-up opportunity.
- Workflow Automation Create custom multi-step processes that trigger emails and update records automatically to save your team hours of manual work.
- Integrated Project Management Convert won deals into projects instantly to track milestones and deliverables without leaving your CRM environment.
- Email Tracking Send bulk emails and track opens or clicks in real-time so you know exactly when to reach out.
- Custom Reporting Build visual dashboards and scheduled reports to monitor your team's performance and forecast future revenue accurately.
Ortto Features
- Visual Journey Builder. Create sophisticated automated workflows with a drag-and-drop canvas to guide customers through personalized brand experiences.
- Unified Customer Profiles. See a complete timeline of every interaction a customer has with your business across all integrated platforms.
- Multi-channel Messaging. Reach your audience wherever they are by sending coordinated messages via email, SMS, and in-app notifications.
- Real-time Analytics. Track your campaign performance and ROI instantly with customizable dashboards that show exactly what drives conversions.
- Advanced Segmentation. Group your audience based on their behavior, traits, or purchase history to deliver highly relevant content.
- AI Content Generation. Speed up your campaign creation by using built-in AI tools to write high-performing email subject lines.
Pricing Comparison
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Contact management
- Project management basics
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and assignment
- Batch email templates
- Calendar and contact sync
- Mobile app access
Ortto Pricing
- Up to 10,000 contacts
- Unlimited users
- Email & SMS marketing
- Visual journey builder
- Custom dashboards
- Standard integrations
- Everything in Professional, plus:
- Up to 20,000 contacts
- Advanced security features
- Priority support access
- Custom activity tracking
- Advanced data retention
Pros & Cons
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly flexible custom fields and record linking
- Intuitive interface that is easy to navigate
- Strong integration with Google Workspace and Outlook
- Reliable mobile app for managing tasks remotely
Cons
- Customer support can be slow on lower tiers
- Reporting tools have a slight learning curve
- Pricing increases significantly for advanced automation features
Ortto
Pros
- Powerful data integration from multiple sources
- Highly intuitive visual journey mapping interface
- Excellent real-time reporting and attribution tools
- Consolidates multiple marketing tools into one
Cons
- Higher starting price point than competitors
- Learning curve for complex data mapping
- SMS credits require additional separate spend