Insightly

Insightly

By: Insightly, Inc

Insightly provides free online customer service management software for small business. It features lead and contact management, integrated project management, social CRM, business overview and reports, mobile apps, integrations, calendaring and events, automatic address book, and more. The software is provided by Insightly Inc., a company founded in 2009 and based in San Francisco, California.

From: USA Web Visibility: 61.25%
Based on 47 Votes
Top Insightly Alternatives
  • Salesforce
  • Act
  • Close
  • Microsoft Dynamics
  • Teamleader
  • Customer Relationship Management
  • amoCRM
  • Workbooks
  • Spiro
  • SugarCRM
  • Pipedrive
  • Highrise
  • Vtiger
  • bexio
  • Dolibarr
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Top Insightly Alternatives and Overview

1

Salesforce

Salesforce provides CRM cloud and cloud computing software that helps your business to grow sales faster.

By: salesforce.com, inc From USA
Based on 843 Votes
2

Act

Act provides affordable and easy-to-use contact management and email marketing software for small business.

By: Swiftpage ACT! LLC From USA
3

Close

Close is a Customer Relationship Management software for small and medium-sized businesses to improve their sales.

By: Close
Based on 14 Votes
4

Microsoft Dynamics

Microsoft Dynamics provides CRM and ERP software solutions for business. It features...

By: Microsoft Corporation From USA
5

Teamleader

Teamleader is an advanced customer relationship management (CRM) software that provides a total focus on making sure that customer's interactions with the companies are always fruitful, leading to better numbers and higher growth.

By: Teamleader
Based on 23 Votes
6

Customer Relationship Management

By: Sailotech
7

amoCRM

amoCRM is a Customer Relationship Management software that simplifies the task of handing leads, tasks related to them, and the sales department of the organization.

By: QSOFT LLC
Based on 14 Votes
8

Workbooks

Workbooks provide web-based CRM and business applications that help to accelerate your sales growth.

By: Workbooks Online Limited From UK
Based on 12 Votes
9

Spiro

Spiro is a Customer Relationship Management Software that helps organizations strengthen their workflow and redesign their platforms to attract more customers and generate more revenues intelligently and efficiently.

By: Spiro Technologies, Inc.
Based on 27 Votes
10

SugarCRM

SugarCRM provides online customer relationship management software with individualized CRM user experience.

By: Sugarcrm Inc From USA
Based on 33 Votes
11

Pipedrive

Pipedrive provides sales CRM and pipeline management software for small teams.

By: Pipedrive Inc From USA
Based on 197 Votes
12

Highrise

Highrise provides an easy-to-use contact manager for small business that helps you to track tasks, notes, and contacts.

By: Highrise HQ, LLC From USA
Based on 13 Votes
13

Vtiger

Vtiger provides affordable CRM software that helps small businesses win more deals by delivering delightful customer experience, improve marketing ROI, and grow sales.

By: Vtiger Systems (India) Private Limited From USA
14

bexio

Bexio is a business management tool that enables users to manage various facets of their business by providing a range of useful features.

By: bexio
Based on 2 Votes
15

Dolibarr

Dolibarr is an open source CRM and ERP platform that enables small businesses, freelancers, and charitable organizations to simplify their CRM and ERP processes and improve productivity on multiple fronts.

By: Dolicloud
Based on 11 Votes

Insightly Review and Overview

Insightly offers customer relationship management (CRM) tools to businesses of all sizes across various industries, for example, professional services, technology, consulting, media, manufacturing, non-profit, and many more. With more than 2 million clients and more than 30,000 organizations around the world, Insightly is the world's most famous CRM tool. It is a preferred CRM partner of Google, Apple, Facebook, and other multinational firms.

With sales, marketing, and project delivery groups all working from a unified client data dashboard, your company will quickly construct a clear image of your clients, their details, their necessities, and their inclinations. Comprehending what's useful for your clients helps grow your business. Insightly gives you all that you need to build a clear perspective of clients across the entire buying tenure.

Holistic View

Insightly allows you to implement CRM best practices to manage vendors, partners, suppliers, and customers with a 360-degree dashboard. Check the client’s email history, background, significant dates, and other information relevant to their upcoming opportunities or existing projects. Convert chances into projects regularly, without losing any data.

Marketing Automation

Create engaging encounters with clients over the whole cycle. Effectively address your crowds, convey powerful messages and content during each interaction, and use enterprise-grade dashboards and reports to quantify marketing campaign viability. Track achievements, oversee processes and coordinate with external systems to guarantee on-time delivery and cheerful customers.

Customized CRM

Insightly helps you to develop and understand the complex customer relations through adaptable record linking functionality. Clients' data, messages, and emails can be connected to existing contacts in your database, thus permitting you to understand clients' requirements, build a network and organizational structure.

Enhance your company profitability via automating work process, updating records, sending emails, firing webhooks, executing custom code, and substantially more utilizing Insightly. Include Insightly for your business needs and see your business growing exponentially!

Company Information

Company Name: Insightly, Inc

Company Address: 185 Berry Street Suite 1000, San Francisco, CA, USA

Founded in: 2012

Top Features

Core Features
  • Sales Opportunities
  • Reports & Analysis
  • Graphical Reports
  • Mobile Access
  • Admin & Security
  • Third-party Integration
  • API Access
Customer Relationship Management
  • Lead Management
  • Contact Management
  • Calendaring and Events
  • Automatic Address Book
  • Notes and Comments
  • Lightning Fast Search
  • Custom Fields and Filters
  • File Sharing
  • Web Access
  • Mass Email and Templates
Project Management
  • Tasks Creation
  • Automatic Email Reminders
  • Specify Roles
  • Tracking Email Correspondence
  • Inclued Files
  • Task and Event Reports