A comprehensive list of competitors and best alternatives to Insightly.
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
What is Monday CRM and how does it work?
monday sales CRM allows business owners, sales teams, and RevOps to automate and manage the entire sales cycle from pre- to post-sales - streamlining all customer data in one centralized place. With the intuitive, powerful, and easy-to-use platform, one can capture leads from any source, easily manage contact information and communication, automate manual processes with no code automations, and track every deal's status so that no opportunities or deals slip through the cracks. You can view your deals with one simple click, and analyze your sales processes using real-time data and updates with customizable dashboards. Once a deal is won, all post-sales activities can be managed directly from monday sales CRM, making it truly unique and unlike other CRMs. Connecting all company stakeholders, such as finance, legal, and account managers to all necessary information in one place, ensures smooth billing, contracting, and onboarding.
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What is ClickUp and how does it work?
ClickUp is a simple, cloud-based collaboration and project management tool created for all user types.
94% 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
What is Streak and how does it work?
Streak is a CRM software that’s entirely integrated within your gmail inbox. It relieves you of a number of stress as it brings everything related to your CRM function at one place, i.e. in your inbox. With Streak’s support pipeline, you can get access to the entire support history of the customer you’re talking with, which will allow you to help that customer better or even pitch in a new deal. Streak’s email tracking notifies you when your proposal is read, thus, giving you an idea of when to follow up and close the deal. It also lets you know if your support message has resolved an issue or if the contact hasn’t yet read your helpful message.
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94% 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
What is Freshsales and how does it work?
Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc.
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98% 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
What is Zoho CRM and how does it work?
Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process.
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80% 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
What is WAPlus - WhatsApp CRM and how does it work?
WAPlus is the ultimate solution for boosting your WhatsApp productivity. With the latest AI technique, the WAPlus CRM plugin takes the WhatsApp experience to the next level. This revolutionary tool provides a seamless integration with the WhatsApp web version, allowing them to manage customers and conversations effortlessly, all in one place. No more toggling between apps, no more wasting time. WAPlus is not just a productivity tool, it's a powerful assistant for them and the team. With its rich customer management tools, WAPlus helps them stay organized and on top of all their interactions on WhatsApp. From sales leads to support inquiries, WAPlus has them covered. And for small and medium-sized businesses, WAPlus is a game changer. These marketing automation and service automation features give them the edge they need to generate more business opportunities on WhatsApp.
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93% 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
What is Odoo CRM and how does it work?
Odoo CRM is an advanced CRM software that helps businesses with their sales opportunity enhancement and organisational efficiency management. Insights provided by the same help companies make smarter decisions in real-time, allowing users to create custom dashboards of their own and get access to quick information at a glance. Apart from that, detailed reports and flow charts are also available with the platform facilitating deeper data insights and real-time sharing protocols with fellow team members. Odoo CRM allows businesses to schedule activities based on sales scripts, inclusive of meetings, calls, quotations and mailing. Moreover, they can also gather required information about mail received, website, pages viewed, etc. For supervisors, a real-time overview of integrated performances, scheduled activities and team-based actions are of great help. At last, companies can also depend on the same to find out how they have performed as compared to pre-scheduled monthly targets.
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90% 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
What is SalesNexus and how does it work?
SalesNexus is an easy-to-use CRM and marketing automation tool for companies that prefer solutions with multiple delivery points. The CRM system enables users to manage their customers, companies, leads, and partners at a centralized location. On the other hand, the marketing system allows them to engage with leads and nurture them into paying customers. Users can easily track and manage leads to realize maximum possible conversion rates. Automation can also be leveraged to trigger customer processes automatically. This includes automated delegation of calls, tasks, and emails to the most relevant team members. Users can automatically manage new leads, recent proposals or meetings, new clients, renewing past clients, handling lost clients, and more. By syncing right into the Outlook or Google Calendar of teams, users can delegate tasks to the respective team members. The tool can also easily integrate with all leading accounting, ERP, website, and legacy systems.
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91% 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
What is Close and how does it work?
Close is a CRM platform popular among salespeople which provides a sales workflow, ultimately used to close deals. Close gives you an overview of activities relating to your sales, bringing items to your attention according to their level of priority. It has a simple UI with a beautiful timeline view where every member of the sales team has complete access to every detail of the sales process. Close has features like built-in calling and SMS to let you reach your contacts quicker, an e-mail tool that lets you send e-mail sequences to specified contacts quicker and a powerful search engine that provides you with results at amazing speed. Additionally, Close provides an actionable report system, helping you measure team performance. Call automation, predictive dialing, bulk email and email sequences – Close handles them all. Close is can be integrated to other tools like Zapier, Zendesk to ensure users get the most out of its features.
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92% 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
What is HubSpot CRM and how does it work?
A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people which allows more work with less data entry. The interactions are tracked down automatically and a separate visual dashboard displays deals for total visibility. Now handle upto 1,000,000 contacts, users and storage without any expiration date all of it without paying a penny. With Hubspot CRM, you can also send emails in a personalized sequence which is delivered as per the schedule you set. Get notified whenever any lead opens your email so that you know how to follow-up with that particular lead.
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93% 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
What is Zendesk Sell and how does it work?
Zendesk Sell is a salesforce automation software to make better decisions in Sales. It is simple, user-friendly, and designed to help sales reps to keep selling. Focused on increasing productivity, the software gives quick access to relevant deal data to facilitate ease of analysis and collaboration. Data capture is automatic, and therefore, agents and sales reps can always stay on the same page when handling customer accounts. It streamlines the building and management of sales pipelines so that reps can prioritize prospects and customers. The greatest USP of the software is enabling users to send emails, make calls, view deal history, and schedule meetings in a few clicks. SmartList is another fantastic feature that allows for the segmentation and filtering of deals and leads in real-time. Businesses can integrate their everyday tools with the platform or create their own Zendesk apps to be used exclusively. Zendesk Sell’s SDKs and APIs provide the foundation for the successful project integrations.
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96% 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
What is Salesforce and how does it work?
Salesforce is a futuristic Customer Relationship Management Software bringing companies and their customers together. The integrated software helps departments like commerce, marketing, sales and service to get a unified view of each client. Moreover, companies can also leverage on the particular to deliver amazing shopping experiences to individual buyers, automate time-consuming jobs, assure quick resolution to queries raised from the customers front and strategise personalised marketing schemes. The solution serves organisations scattered across industries like retail, automotive, higher education, public sector, media, communication, hospitality and transportation, nonprofit and more. With Salesforce, organisations get the advantage of joining the 150,000+ like-minded companies where they can find a massive community of experts ready to help in their company’s growth, besides offering an estimate of their Return on Investment (ROI). Lastly, AI technology equipped chatbot (Einstein) within the software helps companies reassess past interactions with individual clients and better understand raised queries.
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96% 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
What is Act! and how does it work?
Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with Act! by using its interactive visual dashboard which displays snapshots of real-time metrics. You can also customize these reports in your unique way to get a better understanding of it. With Act! CRM, you get a number of powerful marketing and sales features that help you fuel your business growth. You can also send mobile-friendly campaigns that can drive sales to your contacts and groups.
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88% 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
What is Commence CRM and how does it work?
Commence CRM is a customer relationship management platform that manages your service ticket management, customer relationships, integrated project management, sales and marketing lead generation services, and automation. It assists clients in increasing sales via sales automation and customer relationship management. With Commence CRM, you get a comprehensive collection of tools that includes project management, contact management, customer service, lead management, campaign management, sales opportunity management, marketing, activity management, and more. Every feature is closely linked to help you develop your company quicker by allowing you to manage current and new clients from a single platform that eliminates data silos. With extensive analytics and reporting options, the integrated ecosystem gives you visibility into every client and leads collaboration throughout your business. It gives you an in-depth picture of a customer's account, sales, and service history right at your fingertips. It keeps track of sales operations and offers management with meaningful and pertinent sales data. Additionally, you can automate the generation of client segments across a number of data sources, and approach each kind of customer with messaging that addresses their individual pain points.
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91% 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
What is Workbooks CRM and how does it work?
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services
SW Score Breakdown
92% 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
What is IXACT Contact and how does it work?
IXACT Contact is a real estate management system that makes all the processes related to real estate easy and effective. Trusted by thousands of real estate agents and brokers, IXACT Contact is like a smart assistant. It helps you administer your contacts and business, keep in touch with scenarios and clients, find and raise leads, and help you reach your goals. CRM for real estate agents of IXACT Contact is extremely easy to use with its effective and efficient features. They help build an attractive user interface and a personalized home page suiting your work portfolio and ethics. They aid contact rich profiles and further categorize and specify as per different aesthetics. They automate your tasks and appointments and sync connections with Google, Outlook, and more keeping all your works to your knowledge. With IXACT Contact, you’ll be supervising your leads and keeping in touch through calls and email, as well as carry on your marketing procedures; you can now run your business easier than you ever imagined. They also provide the customers a free trial session to check their features and opt for their services after being satisfied.
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98% 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
What is Pipedrive CRM and how does it work?
Pipedrive revolutionizes the sales process by providing a comprehensive platform that lets to track the sales pipeline, manage leads, and automate tasks all in one place. This high-powered tool ensures that never miss a follow-up and that focus is always on the right leads with its automated sales conversation capabilities. Real-time sales reports deliver insights directly to the fingertips, offering full transparency into the nuanced dynamics of the sales funnel. With Pipedrive, equipped with superior forecasting, explicit goal-setting, team monitoring, and advanced sales metrics tools that empower to make data-driven decisions swiftly and with confidence. The kanban-style dashboard is not just visually intuitive but also matches each step of the buyer's journey, allowing to seamlessly adjust the pipelines in alignment with deal progression, while timely notifications keep on top of follow-ups. Integration with essential apps streamlines the workflow, while importing data from spreadsheets or other software is a breeze, ensuring a smooth transition. With Pipedrive, not just managing a pipeline; are overseeing a seamlessly integrated sales ecosystem, where linking products or services to deals is simple, giving the leverage to navigate negotiations effectively and paint the bigger picture of the business achievements.
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94% 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
What is SuperOffice CRM and how does it work?
SuperOffice CRM is a customer relationship management (CRM) system for midsize enterprises in a variety of industries, including financial services, recruiting, manufacturing, and hospitality. Contact management, project and document management, email marketing, automatic ticket routing, and live chat integration are all important aspects. Users may manage their sales funnels, marketing initiatives, and customer support services using SuperOffice's central repository. Sales tools such as sales guides, quotation management, dashboards, and reports completely equip sales teams to achieve their goals by helping them to make data-driven decisions and work in a more organised and efficient manner. SuperOffice is available as an on-premise or cloud-hosted solution. The solution also integrates with a variety of third-party programs, including Office 365, GSuite, and others. The services are available on a monthly subscription basis and include phone and email assistance. Monthly fees are charged per user and are payable annually.
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97% 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
What is Nutshell and how does it work?
Nutshell is a sales automation CRM and email marketing tool for B2B teams to help them optimise their efforts and focus more on building good relationships. Its marketing solution seamlessly connects with users CRM data, enabling them to get their sellers and marketers to a point where both get benefited. The tool also automates the process of personal email sequences and provides funnel and activity reports to users in real-time. Nutshell can be used to design and send marketing emails to thousands of contacts in one go. It helps users to create highly targeted audiences based on their customer data. The impact of email marketing campaigns can also be tracked in real-time. Nutshell makes the work a lot easier by bringing multiple tools for sales and marketing in one place. It is the most flexible CRM solution for sales reps, offering four different views, list, chart, board and map, to manage the work pipeline.
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94% 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
What is Bigin by Zoho CRM and how does it work?
Bigin is a pipeline-focused CRM software designed particularly for small businesses. The software’s design is minimal and comes with a clean dashboard that shows all the relevant information to the user. It gives an all-round view of all the contacts along with every bit of relevant information organized in one place. This 360-degree overview helps the users to connect with the prospects easily through email, phone, Twitter, and other web forums as well. Users can have better pipeline visibility with the application’s user-friendly pipeline management tools. Being customizable, it enables the addition of relevant fields to get specific results easily. Besides, there is also a smart filter tool that can quickly sort data so that one does not have to go through the entire record every time. Easy to create workflows can automate many routine tasks, help inefficient tracking of deals, etc. Bigin by Zoho CRM allows the creation of product lists and gives the option to associate new deals with them and all these without leaving the platform. The feature set, along with data management and security systems like import/export, role management, audit logs, and GDPR compliance, make Bigin one of the best CRM solutions for small firms.
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90% 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
What is Agile CRM and how does it work?
Agile CRM is a gamification-driven software that offers excellent customer relationship management functionalities as well. It can provide Marketing, Sales and Service automation in a single platform. The software comes featured with gamification features like collaboration tools, leaderboards or activity tracking and is perfectly suitable for sales. Free version and free trial of the software are available. It comes with three deployment options, which include Cloud, SaaS Web; Mobile - Android Native and Mobile-iOS Native. Besides gamification features, Agile CRM also features web analytics, contact management, telephony, sales tracking, marketing automation, two-way emails, etc.
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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
What is HighLevel and how does it work?
HighLevel is on a mission to propel agencies and professionals in numerous industries beyond their benchmarks for success by enhancing automation, improving communication, and fostering scalable growth in a user-friendly manner. The AI-powered all-in-one platform is at the core—crafted for sales, marketing, CRM, and more. They offer a white-labeled version for branding, strengthening market positions, and maximizing profitability. HighLevel leaves an indelible mark on the tech community, the SaaS industry, and a diverse clientele. Initiatives like online communities underscore their commitment to knowledge sharing, collaboration, and industry empowerment. Beyond software, the comprehensive support includes accessible virtual meetings via video call and a wealth of resources, ensuring the customers succeed and excel. At HighLevel, they are not just shaping the future of marketing, SaaS, and more; they are collaboratively empowering success—one innovative solution at a time.
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