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.
Scoro
Scoro is an all-in-one business management software that helps professional service teams manage projects, track time, automate billing, and view real-time financial performance in a single integrated platform.
Quick Comparison
| Feature | Insightly | Scoro |
|---|---|---|
| Website | insightly.com | scoro.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $26/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 | 2013 |
| Headquarters | San Francisco, USA | London, UK |
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.
Scoro
Scoro is a comprehensive platform designed to bring your entire workflow into one place. Instead of toggling between disconnected tools for projects, sales, and finances, you can manage your professional services business from a single dashboard. You can track projects from the initial proposal through to final invoicing, ensuring nothing falls through the cracks while maintaining a clear view of your team's capacity.
The software solves the problem of fragmented data by linking your CRM, task management, and billing systems. You can monitor your profit margins in real-time, automate recurring invoices, and use advanced resource planning to prevent burnout. It is specifically built for agencies, consultancies, and professional service firms that need to streamline operations and improve their bottom line through better data visibility.
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.
Scoro Features
- Holistic Project Management. Manage your tasks, timelines, and dependencies in one place while tracking actual progress against your initial budget.
- Real-Time Gantt Charts. Plan your projects visually and update schedules instantly to see how changes impact your team's overall workload.
- Automated Billing. Convert quotes into invoices automatically and set up recurring billing to save hours on manual administrative work.
- Resource Planning. View your team’s availability across all projects so you can assign tasks effectively and avoid overbooking your staff.
- Financial Dashboards. Track your key performance indicators and profit margins in real-time with customizable boards that show your business health.
- Time Tracking. Log your billable and non-billable hours directly within tasks to ensure every minute is accounted for in your reports.
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
Scoro Pricing
- Projects and tasks
- Collaborative shared calendar
- Quotes and invoices
- Personal dashboards
- Summary financial reports
- Work and time tracking
- Everything in Essential, plus:
- Gantt charts and dependencies
- Phases and milestones
- Purchase orders and costs
- Late invoice reminders
- Multiple currencies
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
Scoro
Pros
- Eliminates the need for multiple separate software subscriptions
- Excellent visibility into project profitability and margins
- Highly customizable dashboards for different team roles
- Strong automation for recurring billing and invoicing
Cons
- Significant learning curve due to deep feature set
- Initial setup and configuration requires dedicated time
- Mobile app has limited functionality compared to desktop