Insightly vs GoldMine

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Our analysts compared Insightly vs GoldMine based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Insightly Software Tool
GoldMine Software Tool

Product Basics

Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
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Suitable for businesses of all sizes, GoldMine Premium CRM offers a central platform to manage customer and prospect relationships efficiently. It ensures improved productivity and streamlined operations, and helps save money.

Users can leverage it for contact management and customer support. They can also manage marketing programs and sales pipelines. A database is available at several tiered levels for organizations with different requirements. Capabilities include sales automation, a help desk and call center and CTI applications, along with enhanced features like easy-to-use interface, marketing automation, web self-service, channel management, knowledge management and analytics.

Pros
  • Intuitive interface
  • Robust contact management
  • Strong email integration
  • Customizable features
  • Affordable pricing
Cons
  • Limited reporting options
  • Dated user interface
  • Lacks some advanced features
  • Potential for data syncing issues
  • Customer support could be better
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$29/User, Monthly
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Tailored to your specific needs
$25 Minimum 3 Users, Monthly
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Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Medium 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports. 
  • Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero. 
  • Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in. 
  • Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations. 
  • Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab. 
  • Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion. 
  • Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync. 
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  • Visibility: Build a central repository of information to boost productivity and share important contact and company details across departments. 
  • Central Platform: Manage interactions, schedules, relationships, customer service, sales forecasts and marketing campaigns — all from one place. 
  • Mobility: Ensure flexibility and real-time access with on-premise and cloud deployment. Access it via the cloud, web, local PC and smartphone. 
  • Enhanced Performance: Streamline work and improve performance by connecting with all popular third-party applications. 
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  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
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  • Streamlined Central Database: Achieve complete automation with assigned calls, tasks, emails and other activities. Manage the central database efficiently, drive business activities and track operations. 
  • Dashboards: Enjoy fast and easy access to significant metrics across all parts of the business. Completely customizable dashboards, charts, datasets and colors help maintain complete control of data. 
  • Sales Forecasting: Access sales forecasting in real time, import sales leads from various sources and assign those to sales reps for follow up. Track forecasted sales and opportunities through sales stages. 
  • Contact Management: Build targeted email lists with selection criteria and upload those to a Constant Contact account. Also, perform other activities like scheduling and reporting. 
  • Customer Service Management: Understand customers to provide better service and capture customer inquiries for follow up, ensuring timely responses. Design a strategic customer service plan as well. 
  • Integrations: Integrates with leading business applications for accounting, marketing and other relevant tasks. QuoteWerks, wMobile, Constant Contact and Connect Leader are a few examples. 
  • Custom Fields and Templates: Exclusive to GoldMine Premium. Access all significant data via custom fields and industry templates. Easy DIY customization ensures every field is reportable and searchable. A host of templates ensures a consistent look and feel as well as speeds up repetitive tasks. 
  • Marketing Campaign Manager: Provides tools to: 
    • Target the right contacts for every campaign and send marketing messages to groups and individuals with greater efficiency and ease.
    • Monitor each campaign’s pipeline in real time in order to generate more qualified leads and eventually convert those into sales.
    • Perform thorough campaign analysis by leveraging different dashboards and analysis functionalities to determine which campaigns are productive and which ones need to be refined.
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Product Ranking

#12

among all
CRM Software

#30

among all
CRM Software

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Analyst Rating Summary

70
we're gathering data
74
we're gathering data
81
we're gathering data
100
we're gathering data
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
GoldMine
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 0 25 50 75 100
71%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
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86%
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User Sentiment Summary

Great User Sentiment 1732 reviews
Good User Sentiment 370 reviews
81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

72%
of users recommend this product

GoldMine has a 'good' User Satisfaction Rating of 72% when considering 370 user reviews from 5 recognized software review sites.

4.6 (14)
5.0 (10)
4.1 (550)
3.6 (172)
4.0 (481)
3.6 (153)
4.6 (73)
4.3 (7)
4.0 (614)
3.2 (28)

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
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Intuitive Interface: Easy to learn and navigate, even for non-technical users.
Robust Contact Management: Powerful features for organizing and tracking leads, contacts, and opportunities, including detailed contact profiles, activity tracking, and customizable fields.
Seamless Email Integration: Send and receive emails directly within Goldmine, streamlining communication and keeping all customer interactions in one place.
Customization Options: Tailor Goldmine to your specific needs with custom fields, workflows, and reports to match your unique business processes.
Cost-Effective Solution: Affordable pricing plans compared to other CRM options, making it a viable choice for businesses of all sizes.
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Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
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Limited Reporting Options: Basic reporting capabilities compared to more advanced CRMs, making it difficult to gain in-depth insights.
Dated User Interface: Interface can feel clunky and outdated compared to modern CRM platforms.
Lacks Advanced Features: Missing some features found in other CRMs, such as marketing automation or social media integration.
Potential Data Syncing Issues: Users report occasional data syncing problems between Goldmine and other applications.
Customer Support Could Be Better: Customer support can be slow or unresponsive at times.
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Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

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Users describe Goldmine as a reliable workhorse for contact management and sales pipelines, but with a touch of aging clunkiness. Its strengths lie in simplicity and affordability, appealing to businesses who prioritize functionality over flashy interfaces. "It's not the prettiest CRM, but it's like the old truck that always gets you there," one user remarked. "Organizing contacts and tracking activities is a breeze, and the email integration saves me tons of time." The robust contact features are a clear favorite, with praise for detailed profiles, activity history, and customizable fields. "Goldmine lets me build a complete picture of my leads and customers, which helps me tailor my approach and close deals faster," shared another user. However, modernization emerges as a recurring critique. The interface is often described as dated and clunky, lacking the sleekness of newer competitors. "It feels like stepping back a decade," commented one reviewer. "Navigation isn't intuitive, and reports are basic at best." This perceived lack of sophistication extends to feature limitations. Compared to newer CRMs, Goldmine is sometimes seen as missing advanced functionalities like marketing automation or social media integration. "It's all about core sales functions," a user explained. "If you need fancy bells and whistles, look elsewhere." Ultimately, Goldmine finds a niche with users who value practicality and affordability. Those who prioritize ease of use, strong contact management, and a straightforward approach to sales pipelines find it a dependable companion. However, for businesses seeking a modern, feature-rich CRM experience, Goldmine might feel like a step back in time. "It's like a trusted old friend," concluded one user. "Maybe not the most exciting companion, but always there when you need it and gets the job done."

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