GoldMine vs. Insightly: Which is Best? - Wheelhouse

GoldMine vs. Insightly: Which is Best?

GoldMine vs. Insightly Best Overall: Insightly

In our comparison of GoldMine vs. Insightly, Insightly is the best option with a higher overall Wheelhouse Score. Wheelhouse Score uses a combination of feature and pricing comparison data, average user ratings, and editorial reviews to score software vendors on a scale of 1-10.

Quick Info

GoldMine Quick Info
WH Score:
8.1
Pricing Score:
7.6
Feature Score:
7.6
Usability Score:
7.3
Company Size:Small Business, Mid Market
Platforms:
Insightly Quick Info
WH Score:
8.8
Pricing Score:
8.2
Feature Score:
8.0
Usability Score:
8.1
Company Size:All Sizes
Platforms:

Pricing

GoldMine Pricing
Own Your CRM
Free
per user / per year
Cloud Based CRM
$65
per user / per month
Insightly Pricing
Plus
$29
per user / per month
Professional
$49
per user / per month
Enterprise
$99
per user / per month

Features

GoldMine Features
  • Case Management
  • Territory Management
  • Lead Generation
  • Virtual Event Planning
  • Service Analytics
  • Dashboard
  • Voice
  • Email
  • Softphone
  • Webinars
  • Estimates & Quotations
  • Order/Delivery Management
  • Custom Fields
  • Custom Forms
  • Team Calendar
Insightly Features
  • Case Management
  • Territory Management
  • Lead Generation
  • Virtual Event Planning
  • Service Analytics
  • Dashboard
  • Voice
  • Email
  • Softphone
  • Webinars
  • Estimates & Quotations
  • Order/Delivery Management
  • Custom Fields
  • Custom Forms
  • Team Calendar

Pros & Cons

GoldMine Pros & Cons
Pros
  • Largely, GM performed what it required us to perform, we managed to maintain adequate profiles on all of our potential students plus our past communication with them, on the systems left hand side, you could also see a running list of the student profiles you were formerly viewing, thus, moving back to their page was simple when necessary.
Cons
  • Lack of incorporation features in the version we're using.
Insightly Pros & Cons
Pros
  • Contacting my links and clients, integration with Outlook, and a lot of opportunities are loved by me.
Cons
  • It is buggy, the user interface is old fashioned, poor customer support, very very expensive, and no tutorials or guides are available online.

Reviews

GoldMine Reviews
Top Favorable Review
J
Judith
Reviewed on Jul 2, 2021

We moved to another software due to GMs restricted incorporation abilities despite the software largely performing majority of the job.

Largely, GM performed what it required us to perform, we managed to maintain adequate profiles on all of our potential students plus our past communication with them, on the systems left hand side, you could also see a running list of the student profiles you were formerly viewing, thus, moving back to their page was simple when necessary.

Not very intuitive, has an outdated interface, its integration abilities are very limited-it wouldn't allow us to interact with potential students straightway from the system nor would it allow us to plan their visits to campus-leading to a decline in the effectiveness of our office's work.

Top Critical Review
B
Brenda
Reviewed on Jul 2, 2021

We're able to maintain a detailed accounting of our past client interactions and special pricing and relationship-based data. Further, it helps us to recollect the crucial information for tailored service.

It helps is keeping track of our client relationships and recording vital client details and history.

Lack of incorporation features in the version we're using.

Insightly Reviews
Top Favorable Review
W
William
Reviewed on Jul 2, 2021

It is a great organizer that reminds you of what you need to do.

Contacting my links and clients, integration with Outlook, and a lot of opportunities are loved by me.

I wish their customer service gets better. Emails also need an update.

Top Critical Review
M
Michael
Reviewed on Jul 2, 2021

My company was already using it so I used it too.

It is buggy, the user interface is old fashioned, poor customer support, very very expensive, and no tutorials or guides are available online.

Alternatives

GoldMine Alternatives
8.7
8.6
Insightly Alternatives
8.7
8.6
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GoldMine vs. Insightly: Detailed Comparison

GoldMine vs. Insightly Top Ratings & Reviews: Insightly

In our rating and review comparison of GoldMine vs. Insightly, Insightly has 105 user reviews and GoldMine has 34. The average star rating for Insightly is 4.06 while GoldMine has an average rating of 3.85. Insightly has more positive reviews than GoldMine. Comparing GoldMine vs. Insightly reviews, Insightly has stronger overall reviews.

GoldMine vs. Insightly Best Features & Functionality: Insightly

GoldMine vs. Insightly both offer a strong set of features and functionality including Customer Management, Lead Management, Event Management, Reporting & Analytics, Supported Channels, Accounting Features, Customizable Items, Collaboration Tools, File Management, Project Management Features, Identity and Access Management (IAM), Integration Options, Third-Party Integrations, After-Sales Service. In our feature comparison of GoldMine vs. Insightly, Insightly offers more of the most popular features and tools than GoldMine.

GoldMine vs. Insightly Best Pricing: Insightly

In our pricing comparison of GoldMine vs. Insightly, Insightly's pricing starts at $29/month and is more affordable compared to Insightly's starting cost of $29/month.

GoldMine vs. Insightly Best Usability: Insightly

Our comparison of GoldMine vs. Insightly shows that Insightly scores higher in usability for ease of use, meets requirements, learning curve, ease of admin. GoldMine scores higher in setup & support, quality of support, but Insightly has the best scores overall for system usability.

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