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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
Monday CRM |
| Description | Insightly stands out as a versatile and powerful CRM tool, adept at capturing and managing leads through every stage of the sales process. With Insightly, users benefit from comprehensive contact management capabilities, enabling them to effortlessly track essential lead information, including details derived from emails. The platform's seamless integration with popular cloud storage services like Dropbox, Box, Google Drive, and Microsoft OneDrive simplifies file uploads, ensuring a hassle-free experience. Beyond its CRM functionalities, Insightly features an inbuilt project management system that allows for continuous workflow monitoring and timely content publication. Its adaptability makes it an ideal choice for various sectors including accounting, construction, education, health, and real estate, solidifying its position as a fundamental tool for businesses aiming to streamline their operations and enhance productivity. Read more | UPilot is a sales customer relationship management platform that helps small to mid-sized businesses forecast, automate, and generate reports. Sync all your contact’s emails and manage communication through an inbuilt next-generation email system. Get visibility into all your team’s communications with the prospects. A Visual Pipeline built on the principles of Kanban. Built-in a way to simplify your sales process and drive more intelligent sales through insights and clarity. Contact Lists and Views helps you segregate and arrange contacts as per your commercial, relationship, or bucket goals. Read more | ClickUp is a simple, cloud-based collaboration and project management tool created for all user types. With ClickUp, you have all the features needed to help simplify and streamline your processes including sales, marketing, design and development. ClickUp features an agile board view that allows you to monitor every task on your team in one board and assign tasks to various members of the team. Tasks progress can be viewed in form of percentage and can be marked either “resolved” or “in progress” or users can alternatively customize their task progress statuses. A Gantt chart lets you view your tasks in timeline by list or person and automatically add updates in real time. ClickUp organizes task management in a hierarchal manner and allows you to sort tasks according to their priority. This property allows for improved productivity and lets you to structure your projects by assigning tasks to groups and arranging those groups under different categories. The software can be seamlessly integrated to Slack and similar apps through Zapier. The machine learning capability of the software assists project managers give realistic timeframes for completion of projects and lets teams accomplish their tasks before the deadline. Read more | Maximize their sales potential with monday sales CRM by monday.com, an innovative sales platform where customization meets efficiency no coding required. Ideal for the dynamic sales professional aiming to transcend traditional CRM boundaries, this tool empowers them to convert ideas and meetings into immediate, actionable tasks, propelling deal advancement with exceptional speed. Harness the power of AI-driven smart email templates that assure impactful correspondence, ensuring them strike the perfect tone with every client interaction. With monday sales CRM's intuitive design, them can effortlessly personalize their CRM experience to suit their unique workflow. The platform’s versatility allows for full customization; edit deal stages, introduce unlimited columns, and manage multiple pipelines simultaneously, tailoring the experience entirely to their business needs. The ability to adapt quickly and efficiently in the ever-evolving sales landscape is paramount, and monday sales CRM places that capability squarely in their hands. Whether you’re a solo entrepreneur or part of a bustling sales team, they’ll find that each feature within monday sales CRM is designed to streamline their process and make their job easier. Step into a world of organized, personalized, and smarter sales management with monday sales CRM. Take charge of their sales strategy and witness their productivity soar as every lead and deal is managed with precision and agility. It's more than just a CRM; it's their partner in sales success. Read more |
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| SW Score & Breakdown |
95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| SaaSworthy Awards | # 6 Most Popular # 6 Most Popular |
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# 1 Most Worthy # 7 Highly Rated |
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Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting |
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Customizable Workspaces, Extensive Integrations, User Friendly Interface, Comprehensive Task Management Mobile App Performance, Slow Loading Times, Steep Learning Curve, Limited Free Plan Functionality |
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| Review Summary |
Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness. |
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Users appreciate ClickUp's user-friendly interface, customization options, and comprehensive features, making it suitable for teams of various sizes and industries. It excels in project management, task tracking, and collaboration. However, some users have experienced occasional technical glitches and limitations in reporting and integrations. Additionally, the pricing structure can be complex for some users. Overall, ClickUp is a popular choice for project management, offering a range of features and customization options, but users should be aware of potential technical issues and pricing complexities. |
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| Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Free Free Plus (CRM) $29.00 $29.00 per user / month Professional (CRM) $49.00 $49.00 per user / month Enterprise (CRM) $99.00 $99.00 per user / month Plus (Marketing) $99.00 $99.00 per month Professional (Marketing) $499.00 $499.00 per month Enterprise (Marketing) $999.00 $999.00 per month Insightly AppConnect $249.00 $249.00 per user / month Plus (Service) $29.00 $29.00 per user / month Professional (Service) $49.00 $49.00 per user / month Enterprise (Service) $99.00 $99.00 per user / month Plus (Insightly All-in-One) $349.00 $349.00 per month Professional (Insightly All-in-One) $899.00 $899.00 per month Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month |
Take Off $29.00 $29.00 per user / month The Climb $49.00 $49.00 per user / month Cruise Control Custom |
Free Free Unlimited $7.00 $10.00 per user / month Business $12.00 $19.00 per user / month Enterprise Custom |
Basic CRM $12.00 $15.00 per user / month Standard CRM $17.00 $20.00 per user / month Pro CRM $28.00 $33.00 per user / month Enterprise CRM Custom |
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| Company Details | Located in: San Francisco, California Founded in: 2012 | Located in: Sunnyvale, California | Located in: San Diego, CA Founded in: 2016 | Located in: Tel Aviv, Israel |
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+1 888-999-4039 |
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