Compare Insightly and Document - Mar 2023

Shlomi Lavi

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Bottom Line: Which is Better - Insightly or Document?

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 CRM 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:

Insightly Vs. FileHold Systems Inc.

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.

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...

Who is more expensive? Insightly or Document Management software?

The real total cost of ownership (TCO) of CRM 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 Insightly and Document Management software.

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

Bottom line: Document Management software is more expensive than Insightly.

Which software includes more/better features?

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

Insightly: Collaboration, Marketing Automation, Sales Automation, Calendar Management, Custom User Interface, Customizable Fields, Inventory Management, Lease Administration.

Document Management software: Access and retrieval from anywhere, API Availability, Archiving and Retention, Automated Version Control, Collaboration Management.

Target customer size

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