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.
PublicInput
PublicInput is a comprehensive community engagement software designed for government agencies to centralize public participation, manage resident communications, and analyze feedback to make better data-driven decisions.
Quick Comparison
| Feature | Insightly | PublicInput |
|---|---|---|
| Website | insightly.com | publicinput.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 | 2014 |
| Headquarters | San Francisco, USA | Raleigh, 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.
PublicInput
PublicInput provides you with a unified toolkit to manage every aspect of community engagement from a single dashboard. Instead of juggling separate tools for surveys, email marketing, and meeting management, you can consolidate your efforts to reach more residents and build stronger relationships. You can launch multilingual surveys, host virtual public meetings, and track every interaction in a dedicated resident database.
The platform helps you solve the problem of fragmented data by automatically capturing participant information and sentiment across multiple channels. You can use these insights to generate professional reports for stakeholders and ensure your outreach meets equity requirements. It is specifically built for local, state, and regional government agencies looking to modernize how they listen to and communicate with the public.
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.
PublicInput Features
- Multichannel Surveys. Create accessible surveys that residents can complete via web, mobile, text message, or even interactive voice response.
- Resident CRM. Build a comprehensive database of your community members to track their interests, participation history, and contact preferences automatically.
- Virtual Meeting Suite. Host live public meetings with integrated closed captioning, real-time polling, and automatic recording for those who cannot attend.
- Equity Mapping. Visualize where your engagement is coming from on a map to ensure you are reaching underrepresented neighborhoods.
- Email & SMS Marketing. Send targeted updates to specific segments of your community to keep them informed about projects that matter to them.
- Automated Reporting. Generate visual charts and data summaries instantly to share community sentiment and participation metrics with your leadership team.
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
PublicInput 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
PublicInput
Pros
- Centralizes all engagement data in one accessible location
- Excellent mapping tools for tracking geographic participation
- Saves significant time on manual data entry and reporting
- Strong support for multilingual outreach and accessibility
Cons
- Initial setup requires time to configure complex workflows
- Learning curve for users unfamiliar with CRM systems
- Pricing may be high for very small municipalities