Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
NewOrg
NewOrg is an all-in-one nonprofit management software providing integrated tools for constituent tracking, donor management, volunteer coordination, and clinical case management to streamline operations for mission-driven organizations.
Quick Comparison
| Feature | Insightly | NewOrg |
|---|---|---|
| Website | insightly.com | neworg.com |
| Pricing Model | Freemium | Custom |
| Starting Price | Free | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No 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 | 2006 |
| Headquarters | San Francisco, USA | Washington, DC, USA |
Overview
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
NewOrg
NewOrg provides you with a flexible, all-in-one platform designed specifically to handle the complex workflows of nonprofit organizations and social service agencies. You can move away from scattered spreadsheets and disconnected tools by centralizing your donor records, volunteer schedules, and client case notes in a single secure database. The software adapts to your specific mission, whether you are tracking sensitive clinical data or managing large-scale fundraising campaigns.
You can improve your reporting accuracy and save hours of administrative work with automated data collection and custom report builders. The platform focuses on longitudinal tracking, allowing you to see the long-term impact of your programs on the communities you serve. Because it is web-based, your team can access critical information from the office or out in the field, ensuring everyone stays aligned on your organization's goals.
Overview
Insightly Features
- Relationship Linking Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
NewOrg Features
- Constituent Management. Track every interaction with donors, volunteers, and clients in one unified profile to build stronger community relationships.
- Clinical Case Management. Manage sensitive client intake, HIPAA-compliant notes, and longitudinal outcomes to prove the effectiveness of your social programs.
- Volunteer Coordination. Schedule shifts, track hours, and manage volunteer applications through an integrated portal that syncs directly with your main database.
- Online Giving Tools. Process donations and event registrations directly through your website with forms that automatically update your financial records.
- Grant Tracking. Monitor application deadlines, reporting requirements, and fund disbursements to ensure you never miss a critical funding opportunity.
- Custom Report Builder. Generate complex impact reports for board members and foundations using a simple drag-and-drop interface with real-time data.
Pricing Comparison
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
NewOrg Pricing
Pros & Cons
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription
NewOrg
Pros
- Highly customizable to fit unique nonprofit workflows
- Excellent personalized customer support and implementation
- Strong HIPAA compliance for clinical case management
- Consolidates multiple disconnected tools into one system
Cons
- Initial setup requires significant time and planning
- Interface feels dated compared to modern consumer apps
- Steep learning curve for non-technical staff members