Compare Document and Insightly - Mar 2023

Shlomi LaviShlomi Lavi / Mar 07, 2023

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Bottom Line: Which is Better - Document or Insightly?

Document is more expensive to implement (TCO) than Insightly, and Insightly is rated higher (87/100) than Document (76/100). Document offers users more features (27) than Insightly (8).

Looking for the right Document Management solution for your business? Buyers are primarily concerned about the real total cost of implementation (TCO), the full list of features, vendor reliability, user reviews, and the pros and cons. In this article we compare between the two software products:

FileHold Systems Inc. Vs. Insightly

FileHold Systems Inc.: Document management software from FileHold Systems is the Microsoft; .NET based, fast track to the “Paperless Office”. FileHold document management software can turn cabinets of paper or desktops of electronic information into an organized, searchable electronic library. Users can securely access their documents via the web or from Microsoft Office...

Insightly: We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, MailChimp, LinkedIn and Twitter, and with great mobile apps for tablets and smart phones, Insightly is the leading customer management system for small business.

Who is more expensive? Document or Insightly?

The real total cost of ownership (TCO) of Document Management software includes the software license, subscription fees, software training, customizations, hardware (if needed), maintenance and support and other related services. When calculating the TCO, it's important to add all of these ”hidden costs” as well. We prepared a TCO (Total Cost) calculator for Document and Insightly.

Document price starts at $750 per user/year , On a scale between 1 to 10 Document Management software is rated 6, which is similar to the average cost of Document Management software. Insightly price starts at $29 per user/month , When comparing Insightly to its competitors, the software is rated 2 - much lower than the average Document Management software cost.

Bottom line: Document is more expensive than Insightly.

Which software includes more/better features?

We've compared Document Vs. Insightly based on some of the most important and required Document Management features.

Document: this software is considered "feature-rich" with more than 10 important features, here is a partial list: Access and retrieval from anywhere, API Availability, Archiving and Retention, Automated Version Control, Collaboration Management, Compliant With HIPAA, Compliant With ISO, Compliant with SEC.

Insightly: Collaboration, Marketing Automation, Sales Automation, Calendar Management, Custom User Interface.

Target customer size

Customers of the software include businesses of all sizes and a wide range of types. Insightly was designed specifically with small businesses in mind: businesses with few sales, and small number of customers and employees.



Document

ITQlick rating
(3.8/5)

starts at $750 per user/year

FileHold is a document management solution for businesses of all sizes. Its capabilities include version control, metadata management, audit tracking, document linking, and others. The software was desig...

Categories: Document Management.

Insightly

ITQlick rating
(4/5)

starts at $29 per user/month

Insightly is a cloud-based customer relationship management and project management solution designed for small and medium-size businesses. The solution core features include lead management, project management,...

Categories: Channel Management, Complaint Management, Customer Relationship Management, Customer Loyalty, Customer Service.

Compare specifications

Compare features

Document: 27 Features

Access and retrieval from anywhere
API Availability
Archiving and Retention
Automated Version Control
Collaboration Management
Compliant With HIPAA
Compliant With ISO
Compliant with SEC
Compliant With SOX
Custom User Interface
Document Check-In/Check-Out
Document Comparison
Document Indexing
Document Publishing
Document Tagging
Document Versioning
Edits Tracking
Full Text Searching
Functions with e-Mail Systems
GUI Business Process
Integration with Office
Integration with Outlook
Mobile Access
Remote Document Access
Search by Metadata
User Access Controls
Version Rollback

Insightly: 8 Features

Collaboration
Marketing Automation
Sales Automation
Calendar Management
Custom User Interface
Customizable Fields
Inventory Management
Lease Administration
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100, the calculation is based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 (10 is high cost), based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Functionality score
Software review
Compare
Document
ITQlick rating
3.8/5
Score
76/100
Pricing
6.4/10
License pricing
$750 per user/year
Functionality
28
Compare
Insightly
ITQlick rating
4/5
Score
87/100
Pricing
2/10
License pricing
$29 per user/month
Functionality
29
Box
ITQlick rating
4.3/5
Score
92/100
Pricing
2/10
License pricing
$15 per user/month
Functionality
26
Review
SmartFile
ITQlick rating
4.9/5
Score
92/100
Pricing
6.4/10
License pricing
$10 per user/month
Functionality
3
Scan123
ITQlick rating
4.2/5
Score
92/100
Pricing
4/10
License pricing
$349 per month
Functionality
3

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.