My top 3 Insightly alternatives
By Frédéric Laffont, Chief Technology Officer
Salesforce Sales Cloud
Salesforce Sales Cloud is another robust alternative to Insightly. This platform is designed to support sales, service, and marketing in both B2B and B2C contexts. It offers a wide range of features including contact management, opportunity management, customizable reports, email integration and more. A large enterprise could use Salesforce Sales Cloud to manage their complex sales cycles, track customer interactions across multiple channels, and generate detailed reports to inform their business strategy.
Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95% satisfaction rating from our customers, Pipedrive is easy to use and helps to keep focus on the activities that drive deals to close. For instance, a real estate agency might use Pipedrive to track their leads, manage their property listings, and streamline their sales process.
HubSpot
HubSpot is an all-in-one platform designed to help businesses grow by seamlessly integrating marketing, sales, and customer service tools. At its core is a completely free CRM, supported by a range of powerful yet easy-to-use features. Each tool works great on its own—but together, they're even more effective. For example, small businesses can easily manage customer relationships, track their sales pipeline, and run targeted marketing campaigns—all from a single platform.
Given its user friendly interface, robust capabilities, and seamless integration across departments, HubSpot is an excellent alternative to Insightly, especially if you're looking for a more streamlined and intuitive experience.
List of Alternatives to Insightly
Here are some of Insightly's top competitors in the CRM category: Salesforce Sales Cloud, Pipedrive, Monday or Zoho.
Salesforce Sales Cloud is a CRM platform that helps sales teams manage their sales processes, track customer interactions, and close deals faster. By using AI, it streamlines and optimizes sales efforts, enhancing productivity and driving revenue growth.
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Lead and opportunity management
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Mobile app
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Shipping management
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Safety management
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Call logging
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Data management
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Sales forecasting
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Collaborative selling
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Integration
Salesforce Sales Cloud compared to Insightly
Salesforce Sales Cloud has more positive reviews than Insightly: 89 vs 77
Salesforce Sales Cloud is more versatile than Insightly: 206 vs 126
Why is Salesforce Sales Cloud a good alternative to Insightly?
I find Insightly a great alternative to Salesforce Sales Cloud because of its user-friendly interface and cost-effectiveness. Unlike Salesforce, which can be complex and expensive, Insightly offers an intuitive design that makes it easy to navigate and use. It provides all the essential CRM features such as contact management, project management, and detailed sales reports, without overwhelming the user with too many options.
Moreover, Insightly's pricing plans are more affordable, making it a better choice for small businesses or startups on a tight budget. It also integrates seamlessly with other popular business applications like Gmail, Outlook, and Slack, enhancing productivity and efficiency. Lastly, their customer support is highly responsive and helpful. Therefore, for its simplicity, affordability, and excellent customer service, I consider Insightly a good alternative to Salesforce Sales Cloud.
What are the differences between Salesforce Sales Cloud and Insightly?
I have noticed several key differences between Insightly and Salesforce Sales Cloud. Insightly is typically more user-friendly with a simpler interface, making it ideal for small to mid-size businesses or those new to CRM software. It also offers project management features, which Salesforce does not. However, Salesforce Sales Cloud offers more advanced features and customizability, better suited for larger businesses with more complex needs.
While both platforms offer excellent customer support, Salesforce has a broader range of support options. In terms of integration, Salesforce provides more options, including integration with third-party apps. Pricing is another difference; Insightly generally offers lower cost plans than Salesforce.
Ultimately, the choice between Insightly and Salesforce Sales Cloud depends on the specific needs, size, and budget of your business.
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Get deal for freePipedrive is the easy to install and use CRM software that will allow your sales team to save time and stay focused on their activities to make more sales.
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Customizable sales inbox
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Track your teams' communications
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Manage your prospects efficiently
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Insights and reports
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AI sales assistant
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Personalized deal pages
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Automate your tasks
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LeadBooster
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Sales forecasting
Lite
$24 per user per monthGrowth
$49 per user per monthPremium
$79 per user per monthUltimate
$99 per user per monthClear sales pipeline
Pipedrive provides a clear and practical way to manage leads, deals, activities, and follow-ups in one sales workspace. The visual pipeline makes it easy to understand where each opportunity stands, identify stalled conversations, and keep the next action visible for the team. Email synchronization, templates, activity reminders, reporting, and workflow automations reduce manual CRM work and help maintain a more consistent sales process. It also complements Google Workspace well: business email and calendars can remain in Google Workspace while relevant conversations, contacts, meetings, and deal history are organized in Pipedrive. The platform works best when pipeline stages and data-entry standards are defined early, but it is a strong CRM for keeping sales operations structured as the business grows
September 20, 2026
Why is Pipedrive a good alternative to Insightly?
I find Insightly to be a great alternative to Pipedrive because it offers a comprehensive suite of features that cater to diverse business needs. Insightly's project management capabilities set it apart, allowing you to manage sales and post-sales activities in one place. It also offers robust customization options that can be tailored to your specific business processes. Furthermore, Insightly's integration with popular platforms like Gmail, Outlook, and MailChimp enhances its functionality.
Insightly also shines in its reporting capabilities, providing detailed insights on team performance and sales trends. Its user-friendly interface makes it easy to navigate and use, even for those with little technical know-how. Lastly, Insightly offers a free plan for up to two users, making it an affordable choice for startups or small businesses looking for a CRM solution.
What are the differences between Pipedrive and Insightly?
I have found that Insightly and Pipedrive, while both being CRM (Customer Relationship Management) tools, offer different features and functionalities. Insightly provides a comprehensive suite of tools including project management, mass emailing, and detailed sales reports. It's more suitable for businesses looking to manage customer interactions along with project management within one platform.
In contrast, Pipedrive focuses purely on sales pipeline management. It offers a visual sales pipeline which makes it easy to track deals and progress. Pipedrive is designed with simplicity and ease-of-use in mind, making it ideal for small to medium-sized businesses that solely want to improve their sales process.
In terms of pricing, Pipedrive generally offers more affordable plans compared to Insightly. However, the choice between the two would largely depend on the specific needs and budget of your business.
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Get deal for freemonday.com lets you manage projects from planning to delivery on a single platform, utilizing AI to streamline workflows and enhance team collaboration, ensuring you can track everyone's progress effectively.
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Kanban and Gantt Softwares
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Integrate all your tools
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Visualize your data
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Streamline your workflow
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Keep track of all your projects
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Collaborate in real-time
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Manage all your files
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Automate your tasks
Free
$0 (Freemium)Enterprise
Custom pricingBasic
$12 per user per monthStandard
$14 per user per monthPro
$25 per user per month
Why is Monday a good alternative to Insightly?
I believe Insightly is a great alternative to Monday.com due to several reasons. Firstly, Insightly offers a more comprehensive CRM (Customer Relationship Management) system, which is essential for businesses that need to manage customer interactions and data. It provides detailed reports and analytics, helping businesses make data-driven decisions. Secondly, Insightly's project management features are robust and user-friendly. It allows for task assignment, tracking, and collaboration, making it easier to manage projects of all sizes. Thirdly, Insightly offers a more flexible pricing structure compared to Monday.com, making it a cost-effective solution for small to medium-sized businesses. Lastly, Insightly integrates seamlessly with popular apps like Gmail, Outlook, and Slack, enhancing productivity and efficiency. Therefore, for businesses looking for a comprehensive, user-friendly, and cost-effective project management and CRM tool, Insightly is an excellent choice.
What are the differences between Monday and Insightly?
I have used both Insightly and Monday for project management and found that they have distinct differences. Insightly is a customer relationship management (CRM) tool that focuses on helping businesses track interactions with customers and leads. It offers features like contact management, sales pipeline tracking, and project management. On the other hand, Monday is a visual project management tool that emphasizes team collaboration. It provides a board system where you can create tasks, assign them to team members, and track their progress visually. While both tools offer project management features, Monday is more focused on task management and team collaboration, whereas Insightly is more geared towards CRM with an emphasis on sales and customer interactions. Therefore, the choice between the two would depend on the specific needs of your business.
The Zoho platform brings together in a single tool all the functionalities your startup needs to manage and optimize customer relations on a daily basis.
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Optimize your company finances
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Centralize your needs
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Collaborate seamlessly
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Offer quality customer service
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Manage employees
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Manage your projects efficiently
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Develop customized applications
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Accelerate sales across all channels
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Deploy marketing campaigns
Free
$0 (Freemium)Standard
$14 per user per monthProfessional
$35 per user per monthEnterprise
$40 per user per monthUltimate
$52 per user per month
Software suite for sales, marketing, and customer service teams
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Get deal for freeFreshworks leverages AI to centralize, share, and understand data across your business. By utilizing AI, your marketing, sales, and customer service teams can work on the same data to provide a unique and personalized experience to each lead and customer.
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Collaboration
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Multilingual support
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Personalize interactions with your leads and customers
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AI-powered chatbots
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Analytics and reporting
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Omnichannel support
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Improved ticket management
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Automate your sales process
EngageBay allows you to manage the entire customer lifecycle, from prospect to loyal customer, with a single tool. This, plus all the features you need from contact management to marketing automation, to support.
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Provide quick and efficient support
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Create personalized customer journeys
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AI-powered lead scoring
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Seamless team collaboration
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Integrations
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Automate marketing tasks with ease
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Streamline sales with a powerful CRM
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Improve customer satisfaction
Free
Basic
$14 / user / monthGrowth
$64 / user / monthPro
$119 / user / month
Freshsales Suite uses the power of artificial intelligence to make salespeople's jobs easier with more complete and reliable automations (lead generation, lead qualification, automated scenarios, lead scoring, etc.).
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Transaction management
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Sales campaigns & events tracking
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Sales forecasting
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Automate sequences & workflows
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Reporting & Analytics
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Mobile app
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Artificial intelligence
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Contact management
Free
$0 (Freemium)Growth
$11 / user / monthPro
$47 / user / monthEnterprise
$71 / user / month
noCRM is the ideal tool for your sales team; it will improve their organization preventing them from losing time, allow them to better follow-up on their leads and, above all, close more deals.
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Email integration
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Mobile app
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Automated lead scoring
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Manage your prospection lists
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Collaborate with your whole team.
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Customize and plan your sales steps and the following activities
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Access key statistics and sales reports
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Sales Script Generator
Starter Kit
$12 / user / monthSales Experts
$22 / user / monthDream Team
$32 / user / month
Keap brings value by providing a CRM and marketing automation software that helps small businesses manage their customer interactions, streamline their sales process, and automate their marketing campaigns.
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Publishing options
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Real-time insights into your business performance
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Stay on top of your to-dos and free up your time
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Pricing and cost calculations
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Visualize your sales process and close more deals
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Shopping cart
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Attract and engage your prospects with ease
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Promotions Management
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Automagician
Keap compared to Insightly
Keap has better positive reviews than Insightly: 78 vs 77
Insightly is easier to set up than Keap: 4.0 vs 3.5
Insightly is more suitable for small businesses thanks to its good value for money than Keap: 4.0 vs 3.8
Keap is more versatile than Insightly: 145 vs 126
Copper is an AI-powered customer relationship management (CRM) software solution designed to streamline and enhance clients interactions for businesses of all sizes.
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Activity tracking
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Reporting and analytics
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Google Workspace integration
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Customizable pipelines
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Automated data entry
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Mobile app
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Task management
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Lead scoring
Starter
$12 / user / monthBasic
$29 / user / monthProfessional
$69 / user / monthBusiness
$134 / user / month
The all-in-one sales solution for modern businesses.
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Get deal for freeHubspot Sales Hub leverages AI to streamline sales processes, enhance customer relationship management, and drive revenue growth. It offers tools like email tracking, email templates, deal pipelines, and contact management, enabling businesses to manage their sales pipelines efficiently and close deals faster.
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Smart email tracking
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Meeting scheduling made simple
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Sales documents
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Seamless email integration
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Deal pipeline
Sales Hub Starter
$15 / user / monthSales Hub Professional
$90 / user / monthSales Hub Enterprise
$150 / user / month
Dynamics 365 is a comprehensive business solution software that integrates multiple applications, including CRM and ERP, to provide businesses with actionable insights using AI, streamline processes, enhance productivity, and improve customer engagement.
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Sales trend analysis
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Powerful marketing automation
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Seamless collaboration and communication
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Financial reporting
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Pipeline management
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360-Degree view of customers
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Intelligent business insights
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Streamlined sales process
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Performance metrics
Dynamics 365 compared to Insightly
Dynamics 365 has better positive reviews than Insightly: 87 vs 77
Dynamics 365 is more suitable for small businesses thanks to its good value for money than Insightly: 4.1 vs 4.0
Insightly has more functions than Dynamics 365: 126 vs 113
Nutshell is a versatile CRM and sales automation platform designed to streamline sales processes, enhance team collaboration, and manage customer relationships efficiently.
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Integrations
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Reports and analysis
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Customer Relationship Management (CRM)
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Mobile accessibility
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Sales automation
Nutshell CRM compared to Insightly
Nutshell CRM has better positive reviews compared to Insightly: 84 vs 77
Nutshell CRM is better at value for money than Insightly: 4.3 vs 4.0
Insightly is more versatile than Nutshell CRM: 126 vs 88
Workbooks is a cloud-based customer relationship management (CRM) and marketing automation platform. It provides tools for sales management, customer support, order processing, and business intelligence. Its features include contact management, email marketing, lead generation, reporting and analytics. It's suitable for small to midsize businesses across various industries. Workbooks helps streamline business processes, improve customer engagement and drive revenue growth.
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Comprehensive CRM and Marketing Automation
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Customizable Software
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Robust Reporting and Automation
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Seamless Integration
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Customer Interaction Management
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Get deal for freeZendesk leverages AI to ensure you can be available on any channel, at any time, quickly addressing your customers' requests and resolving their problems.
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Knowledge base
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Integration
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Multichannel support
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Ticketing system
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Customization and branding
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Reporting and analytics
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Customer engagement
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Automation and workflow
Suite Enterprise
Contact salesSuite Team
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Enhance team communication and collaboration.
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Get deal for freeEasily collaborate, stay organized, and boost productivity with Slack — the intelligent platform that brings together your team’s messages, projects, tools, and AI into one streamlined workspace.
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Video and voice calls
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Direct messaging
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File sharing
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Channels
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Search and archiving
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Threads
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Integrations
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AI and automation tools
Enterprise Grid
Contact salesFree
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Get dealThe HubSpot suite leverages AI to streamline managing your customer throughout their life cycle: from website visits and form completions to phone calls, email exchanges, quote signing, support, and upsells.
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Integrations and API
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Predictive lead scoring
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Content management
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Sales pipeline management
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Sales email tracking and templates
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Automation and workflows
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Lead scoring and segmentation
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Reporting and analytics
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Get deal for freeAttio is a versatile and dynamic CRM tool, designed to be highly customizable and adaptable to various business needs. It emphasizes the ability to create, refine, work, and report within a CRM environment tailored to specific workflows and data structures.
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Advanced security
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Real-time collaboration
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Insightful analytics
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Integration capabilities
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Customizable views and filters
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Data enrichment
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Task and pipeline management
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Customizable workspaces
Enterprise
Custom pricingFree
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$36 / user / monthPro
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OneHash is an all-in-one software to manage your business, from lead generation to operations and human resources management.
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Intuitive system setup tailored to your needs
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Efficient business operations with OneHash ERP
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Automated workflow interaction for enhanced productivity
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Seamless calendar management with OneHash Cal
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Boost your sales enablement with OneHash CRM
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Reliable CRM analytics for enhanced performance
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Streamlined communication and customer support with OneHash Chat
OneHash compared to Insightly
OneHash has better positive reviews compared to Insightly: 95 vs 77
OneHash is better at customer service than Insightly: 4.5 vs 4.0
OneHash is easier to use than Insightly: 4.5 vs 4.0
OneHash is more suitable for small businesses thanks to its good value for money than Insightly: 4.7 vs 4.0
OneHash is more versatile than Insightly: 149 vs 126
Covve App is a powerful contact management application that helps users organize, update and maintain their professional network. It offers features such as contact syncing, reminders for important dates, news alerts about contacts, and advanced search. The app also provides AI-powered suggestions for keeping in touch, making it an effective tool for networking and relationship building.
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Contact Categorization
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Private CRM and Integration
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Reminders and Communication Tracking
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Intuitive Interface
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AI-powered News Alerts
Welcome to the leader in cutting edge data intelligence since 2014.
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Automated outreach campaigns
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CRM integration
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Find specific people using account-based search
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Advanced lead scoring
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Email signature generator
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Lead capture forms
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Hyper-target leads using market-based search
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LinkedIn integration
Custom
Contact salesScaling
$147 / monthUnlimited
$397 / month
LeadFuze compared to Insightly
LeadFuze has better positive reviews than Insightly: 96 vs 77
LeadFuze is better at customer support than Insightly: 4.5 vs 4.0
LeadFuze is better at ease to use than Insightly: 4.5 vs 4.0
LeadFuze is better at value for money than Insightly: 4.5 vs 4.0
Insightly has more features than LeadFuze: 126 vs 9
Smith.ai is an artificial intelligence software that provides virtual receptionist and chat services for businesses. It offers features such as call handling, appointment scheduling, lead intake, and client screening. The software also integrates with various platforms for seamless workflow. It's designed to improve customer service, increase productivity, and reduce operational costs.
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Live Chat Feature
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AI Technology
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Call Management
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Integration Capability
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Appointment Scheduling
Smith ai compared to Insightly
Smith ai has better positive reviews than Insightly: 100 vs 77
Smith ai is better at customer support than Insightly: 5.0 vs 4.0
Smith ai is easier to set up than Insightly: 5.0 vs 4.0
Smith ai is more suitable for small businesses thanks to its good value for money than Insightly: 4.9 vs 4.0
Insightly has more options than Smith ai: 126 vs 109
Jumppl is a cloud-based project management software designed to streamline business operations. It provides tools for task management, team collaboration, time tracking, and reporting. The platform allows users to assign tasks, set deadlines, track progress and generate reports in real time. It also integrates with various third-party apps to enhance its functionality. Suitable for businesses of all sizes, Jumppl aims to increase productivity and efficiency in project handling.
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File Sharing
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Task Management
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Collaboration Tools
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Integration capabilities
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Time Tracking
Endorsal is a digital platform that automizes the collection and display of testimonials. It streamlines the process of acquiring customer reviews, making it easier for businesses to build trust and credibility. The software also provides features like automatic review requests, testimonial widgets for websites, and the ability to import existing reviews from other platforms. It's an effective tool for improving online reputation and boosting sales.
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Automated Testimonial Collection
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Social Proof Popups
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Review Management
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Integration Capabilities
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Customizable Forms
CentraHub CRM is a robust, cloud-based customer relationship management software. It offers sales automation, marketing automation, and service automation features. This tool provides real-time data analytics and reporting, helping businesses track customer interactions, streamline processes, and improve sales efficiency. It's designed to cater to businesses of all sizes across various industries. CentraHub CRM also supports integration with multiple third-party applications for enhanced functionality.
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Analysis and Reporting
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Customer Relationship Management
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Marketing Automation
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Sales Automation
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Service Automation
Qualityze Suite is a cloud-based quality management software designed to help businesses streamline their quality control processes. It offers features such as non-conformance tracking, audit management, document control, and corrective action planning. The platform is scalable, customizable, and compliant with industry standards like ISO 9001, FDA 21 CFR Part 11, and more.
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Cloud-based
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Scalability
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Compliance Management
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User-friendly Interface
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Integrated Modules
Qualityze suite compared to Insightly
Qualityze suite is a better solution based on percentage of positive reviews than Insightly: 100 vs 77
Qualityze suite is a better solution for customer support than Insightly: 5.0 vs 4.0
Qualityze suite is better at ease to use than Insightly: 5.0 vs 4.0
Qualityze suite is better at value for money than Insightly: 5.0 vs 4.0
Insightly has more functions than Qualityze suite: 126 vs 93
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