25 Best Alternatives to Insightly in May 2024

Description

Easily collaborate and organize your team's work with Slack; share information and organize your projects.

Slack compared to Insightly

Slack: Pros & Cons

Best features

• - Channels

• - Direct messaging

• - File sharing

• - Integrations

• - Search and archiving

• - Notifications and alerts

• - Threads

• - Video and voice calls

Slack pricing

Description

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.

Zoho compared to Insightly

Zoho: Pros & Cons

Best features

• - Centralize your needs

• - Accelerate sales across all channels

• - Optimize your company finances

• - Collaborate seamlessly

• - Manage employees

• - Manage your projects efficiently

• - Deploy marketing campaigns

• - Offer quality customer service

• - Develop customized applications

Zoho pricing

Description

The HubSpot suite makes it easy to manage your customer throughout their life cycle: web site visit, form completion, phone call and emails exchange, quote signing, support and upsell.

HubSpot compared to Insightly

HubSpot: Pros & Cons

Best features

• - Automation and workflows

• - Reporting and analytics

• - Lead scoring and segmentation

• - Content management

• - Integrations and API

• - Sales pipeline management

• - Sales email tracking and templates

• - Predictive lead scoring

Description

Pipedrive 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.

Pipedrive compared to Insightly

Pipedrive: Pros & Cons

Best features

• - Manage your prospects efficiently

• - Automate your tasks

• - Personalized deal pages

• - Track your teams' communications

• - Customizable sales inbox

• - Insights and reports

• - LeadBooster

• - Sales forecasting

Pipedrive pricing

Description

With monday.com you can completely manage your projects from one platform: from planning to delivering. Create the right workflow that suits you and get your team to collaborate so you keep track of everyone's progress.

Monday compared to Insightly

Monday: Pros & Cons

Best features

• - Manage all your files

• - Keep track of all your projects

• - Integrate all your tools

• - Automate your tasks

• - Kanban and Gantt Softwares

• - Streamline your workflow

• - Collaborate in real-time

• - Visualize your data

Monday pricing

Description

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.).

Freshsales Suite compared to Insightly

Freshsales Suite: Pros & Cons

Best features

• - Contact management

• - Transaction management

• - Sales campaigns & events tracking

• - Automate sequences & workflows

• - Reporting & Analytics

• - Mobile app

• - Sales forecasting

• - Artificial intelligence

Freshsales Suite pricing

Description

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.

EngageBay compared to Insightly

EngageBay: Pros & Cons

Best features

• - Automate marketing tasks with ease

• - Provide quick and efficient support

• - Improve customer satisfaction

• - Integrations

• - Seamless team collaboration

• - AI-powered lead scoring

• - Streamline sales with a powerful CRM

• - Create personalized customer journeys

EngageBay pricing

Description

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.

noCRM compared to Insightly

noCRM: Pros & Cons

Best features

• - Email integration

• - Mobile app

• - Collaborate with your whole team.

• - Customize and plan your sales steps and the following activities

• - Sales Script Generator

• - Manage your prospection lists

• - Automated lead scoring

• - Access key statistics and sales reports

noCRM pricing

Description

Zendesk allows you to be available on any channel, at any time, to rapidly answer your customers' requests and resolve any problems.

Zendesk compared to Insightly

Zendesk: Pros & Cons

Best features

• - Knowledge base

• - Automation and workflow

• - Reporting and analytics

• - Customer engagement

• - Customization and branding

• - Ticketing system

• - Multichannel support

• - Integration

Description

Freshworks makes it easy to centralize, share and understand data across your business. Your marketing, sales and customer service teams work on the same data to offer a unique and personalized experience to each of your leads and customers.

Freshworks compared to Insightly

Freshworks: Pros & Cons

Best features

• - Improved ticket management

• - Collaboration

• - Analytics and reporting

• - Automate your sales process

• - Omnichannel support

• - AI-powered chatbots

• - Multilingual support

• - Personalize interactions with your leads and customers

Description

Salesforce Sales Cloud is a customer relationship management (CRM) platform that enables sales teams to effectively manage their sales process, track customer interactions and close deals faster. Essentially, it helps businesses streamline and optimize their sales efforts, leading to increased productivity and revenue growth.

Salesforce Sales Cloud compared to Insightly

Salesforce Sales Cloud: Pros & Cons

Best features

• - Safety management

• - Call logging

• - Shipping management

• - Data management

• - Integration

• - Lead and opportunity management

• - Sales forecasting

• - Collaborative selling

• - Mobile app

Description

Dynamics 365 is a comprehensive business solution software that integrates multiple applications, including CRM and ERP, to provide businesses with actionable insights, streamline processes, enhance productivity, and improve customer engagement.

Dynamics 365 compared to Insightly

Dynamics 365: Pros & Cons

Best features

• - Seamless collaboration and communication

• - Financial reporting

• - Performance metrics

• - Pipeline management

• - Powerful marketing automation

• - 360-Degree view of customers

• - Streamlined sales process

• - Intelligent business insights

• - Sales trend analysis

Description

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.

Keap compared to Insightly

Keap: Pros & Cons

Best features

• - Attract and engage your prospects with ease

• - Stay on top of your to-dos and free up your time

• - Automagician

• - Real-time insights into your business performance

• - Promotions Management

• - Pricing and cost calculations

• - Visualize your sales process and close more deals

• - Shopping cart

• - Publishing options

Description

As an AI-powered CRM platform, Copper brings value to businesses by simplifying and automating various sales and marketing tasks, providing insightful analytics and reporting, and enhancing overall collaboration and communication among team members.

Copper compared to Insightly

Copper: Pros & Cons

Best features

• - Time-saving automation

• - Powerful integrations

• - Insightful reporting

• - Track progress

• - Manage revenue

• - Store files

• - Plan projects

• - Streamlined contact management

• - Real-time collaboration

Description

Nutshell brings value by providing entrepreneurs with a marketplace for amazing SaaS deals, unique content, SaaS experts, and access to a worldwide network of entrepreneurs.

Nutshell compared to Insightly

Nutshell: Pros & Cons

Best features

• - Customer Relationship Management (CRM)

• - Sales Automation

• - Integrations

• - Reports and analysis

• - Mobile accessibility

Description

Hubspot Sales Hub brings value by providing entrepreneurs with powerful tools and features to streamline their sales processes, enhance customer relationship management, and drive revenue growth. With features like email tracking, email templates, deal pipelines, and contact management, Hubspot Sales Hub helps businesses effectively manage their sales pipelines and close deals faster. It also offers insightful analytics and reporting, enabling entrepreneurs to make data-driven decisions and optimize their sales strategies. Additionally, Hubspot Sales Hub integrates seamlessly with other Hubspot tools and third-party applications, offering a comprehensive solution for sales teams to enhance productivity and achieve business success.

Hubspot sales hub compared to Insightly

Hubspot sales hub: Pros & Cons

Best features

• - Seamless Email Integration

• - Smart Email Tracking

• - Deal Pipeline

• - Meeting Scheduling Made Simple

• - Sales Documents

Description

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.

Workbooks compared to Insightly

Workbooks: Pros & Cons

Best features

• - Comprehensive CRM and Marketing Automation

• - Customizable Software

• - Customer Interaction Management

• - Robust Reporting and Automation

• - Seamless Integration

Description

Welcome to the leader in cutting edge data intelligence since 2014.

LeadFuze compared to Insightly

LeadFuze: Pros & Cons

Best features

• - Find specific people using account-based search

• - Email signature generator

• - Advanced lead scoring

• - Hyper-target leads using market-based search

• - CRM integration

• - Lead capture forms

• - Automated outreach campaigns

• - LinkedIn integration

LeadFuze pricing

Description

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.

Jumppl compared to Insightly

Jumppl: Pros & Cons

Best features

• - Task Management

• - Time Tracking

• - File Sharing

• - Collaboration Tools

• - Integration capabilities

Description

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.

Covve app compared to Insightly

Covve app: Pros & Cons

Best features

• - AI-powered News Alerts

• - Contact Categorization

• - Reminders and Communication Tracking

• - Private CRM and Integration

• - Intuitive Interface

Description

OneHash is an all-in-one software to manage your business, from lead generation to operations and human resources management.

OneHash compared to Insightly

Best features

• - Efficient business operations with OneHash ERP

• - Automated workflow interaction for enhanced productivity

• - Boost your sales enablement with OneHash CRM

• - Streamlined communication and customer support with OneHash Chat

• - Seamless calendar management with OneHash Cal

• - Reliable CRM analytics for enhanced performance

• - Intuitive system setup tailored to your needs

Description

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.

Endorsal compared to Insightly

Endorsal: Pros & Cons

Best features

• - Automated Testimonial Collection

• - Customizable Forms

• - Review Management

• - Social Proof Popups

• - Integration Capabilities

Description

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.

Qualityze suite compared to Insightly

Qualityze suite: Pros & Cons

Best features

• - Cloud-based

• - User-friendly Interface

• - Compliance Management

• - Scalability

• - Integrated Modules

Description

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.

Smith ai compared to Insightly

Smith ai: Pros & Cons

Best features

• - AI Technology

• - Live Chat Feature

• - Call Management

• - Appointment Scheduling

• - Integration Capability

Description

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.

Centrahub crm compared to Insightly

Centrahub crm: Pros & Cons

Best features

• - Customer Relationship Management

• - Sales Automation

• - Marketing Automation

• - Service Automation

• - Analysis and Reporting