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Insightly
3.9
(496)

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CRM for lifelong customer relationships.

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Reviews

Alternatives

Integrations

Insightly Alternatives

How do Insightly alternatives compare?

Salesforce Sales Cloud and Pipedrive stand out as its top competitors based on similarity, popularity and user reviews. When comparing Insightly to its top 100 alternatives, Trello has the highest rating, with Salesforce Sales Cloud as the runner-up, and Insightly ranking 33rd place. Trello has the most reviews with a total of 20,224, while Insightly has 496. Users say Trello tops the list for value for money followed by Asana, while Insightly comes in 35th. Users also say Trello and Basecamp are the easiest to use, while Insightly takes 29th place.

What are the top 5 alternatives to Insightly?

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Features

Pricing model

Devices supported

User rating

Organization types

Integrated with

Industry

Company size

Top 100 Alternatives & Competitors to Insightly

Salesforce Sales Cloud

4.4
(16.3K)

Cloud-based CRM & Sales Automation

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Compare

Features

Total

85

154

124

features in common

85

features in common

Salesforce Sales Cloud's unique features

  • Patient Communications

  • Conversion Rate Optimization

  • Medical History Records

  • Training Management

Insightly's unique features

  • Task Scheduling

  • Template Management

  • Progress Tracking

  • Alerts/Notifications

Value for money

4.0

0.1

3.9

What users say about Salesforce Sales Cloud's value for money

Read all reviews

Pretty good, I’m fairly new to the system but it was pretty easy to learn and maneuver which is very important with the position that I am in.

LA

Lucy A.

My experience has been excellent I love the software, its speed, the easy way to enter, the information, everything is very good.

LP

Laura P.

Pipedrive

4.5
(2.3K)

CRM built by salespeople, for salespeople

visit website
Compare

Features

Total

87

146

124

features in common

87

features in common

Pipedrive's unique features

  • Medical History Records

  • Team Assignments

  • Pageview Tracking

  • Website Visitor Tracking

Insightly's unique features

  • Project Tracking

  • Proposal Generation

  • Status Tracking

  • Real Time Reporting

Starting from

$12.5/month

Value for money

4.4

0.5

3.9

What users say about Pipedrive's value for money

Read all reviews

The quote management function is the best part of this, reminding you of outstanding quotes and previous approved deals.

JB

John B.

Customer Service is Amazing and Responsive. I love how far PipeDrive has came compared to when they started.

JJ

Janet J.

Zoho CRM

4.3
(5.1K)

CRM software that helps you sell smarter, better, faster.

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Features

Total

100

200

124

features in common

100

features in common

Zoho CRM's unique features

  • Wiki

  • Client Tracking

  • Multi-Channel Data Collection

  • Feedback Management

Insightly's unique features

  • Self Service Portal

  • Reporting/Project Tracking

  • Recurring Tasks

  • Goal Setting / Tracking

Starting from

$20/month

Value for money

4.3

0.4

3.9

What users say about Zoho CRM's value for money

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I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive.

BW

B. W. B.

I would totally recommend Zoho as a solid good CRM to anyone looking for a CRM that is powerful and has a great team supporting it.

David M.

Bitrix24

4.0
(485)

100% free CRM, collaboration and communication tool suite

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Features

Total

92

363

124

features in common

92

features in common

Bitrix24's unique features

  • Supports Scrum

  • Call Monitoring

  • Employee Directory

  • Video Conferencing

Insightly's unique features

  • Search/Filter

  • Reporting/Project Tracking

  • Projections

  • Graphical Data Presentation

Starting from

$49/month

Value for money

4.2

0.3

3.9

What users say about Bitrix24's value for money

Read all reviews

Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.

ER

Eric R.

Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.

AD

Ajay D.

HubSpot CRM

4.5
(2.8K)

Everything you need to sell in one integrated suite

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Compare

Features

Total

57

67

124

features in common

57

features in common

HubSpot CRM's unique features

  • Client Tracking

  • Relationship Tracking

  • Live Chat

  • Landing Pages/Web Forms

Insightly's unique features

  • Data Visualization

  • Customizable Fields

  • Role-Based Permissions

  • Goal Setting / Tracking

Starting from

$50/month

Value for money

4.4

0.5

3.9

What users say about HubSpot CRM's value for money

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It is popular and used by a few other businesses that we know, so we considered it and the functionality is good.

CH

Cherie H.

Love the software and would highly recommend for your clients marketing and having ability to send out 2000 mailers per month free was a great thing.

MP

Mark P.

Nimble

4.4
(1.6K)

Contact management & social relationship software

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Features

Total

36

38

124

features in common

36

features in common

Nimble's unique features

  • Monitoring

  • For Financial Institutions

Insightly's unique features

  • Activity Dashboard

  • Dashboard Creation

  • Self Service Portal

  • Data Visualization

Starting from

$19/month

Value for money

4.3

0.4

3.9

What users say about Nimble's value for money

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We have been with Nimble for 5+ years and would recommend them to anyone looking for a fast, reliable storage solution with great customer support.

JG

Jeffrey G.

Nimble is a great app that helps to keep great interactions with our customers. It helps to track the relationship between each clients and what they need in real time.

akinlotan s.

Vtiger CRM

4.3
(306)

All-in-one CRM for small businesses

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Features

Total

63

82

124

features in common

63

features in common

Vtiger CRM's unique features

  • For Small Businesses

  • Customer Surveys

  • Knowledge Management

  • Appointment Management

Insightly's unique features

  • Batch Processing

  • Dynamic Modeling

  • Customer Segmentation

  • CRM

Starting from

$42/month

Value for money

4.5

0.6

3.9

What users say about Vtiger CRM's value for money

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The best part of the software is when I can add opportunities for my clients revenue for my future projects. It helps me to understand and work easily for my future revenue.

AR

Anonymous Reviewer

This Software has the nice capabilities of assigning the workflow and also to know the status of the work. Search tool has the good performance enhancements.

AN

Anand N.

LionDesk

4.1
(90)

CRM, marketing & transaction management for real estate

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Features

Total

45

49

124

features in common

45

features in common

LionDesk's unique features

  • Client Management

  • Accounting

  • Campaign Analytics

  • Drip Campaigns

Insightly's unique features

  • Quotes/Estimates

  • Projections

  • Calendar Sync

  • Dashboard

Starting from

$25/month

Value for money

4.1

0.2

3.9

What users say about LionDesk's value for money

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While I was using it, I found LionDesk very useful. It had a great database feature, the drip campaigns went out seamlessly, and it was very easy to keep up with all documents imported into system.

MH

Maria H.

Had the solution less than 5 minutes and was tricked into signing up, customer service is the worst and their policies are terrible.

BM

Brian M.

DealCloud

4.5
(19)

Deals, relationship, and firm management software

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Compare

Features

Total

39

59

124

features in common

39

features in common

DealCloud's unique features

  • Client Management

  • Real Estate

  • Strategic Planning

  • Project Management

Insightly's unique features

  • Customer Support

  • Web-based Deployment

  • Status Tracking

  • Email Tracking

Value for money

4.2

0.3

3.9

What users say about DealCloud's value for money

Read all reviews

DealCloud has been an amazing addition to our company and we are so happy with our choice.

AR

Anonymous Reviewer

It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem.

AR

Anonymous Reviewer

monday.com

4.6
(2.4K)

Project Management Made Easy

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Features

Total

102

497

124

features in common

102

features in common

monday.com's unique features

  • Agile Methodologies

  • For Financial Institutions

  • Bid Management

  • Document Generation

Insightly's unique features

  • Projections

  • Email Response Control

  • Web Forms

  • Business Card/Badge Scanning

Starting from

$10/month

Value for money

4.3

0.4

3.9

What users say about monday.com's value for money

Read all reviews

When navigating the user-interface, it can have lagged. Its desktop version for mac is troublesome as compared to the online version and is annoying.

Poppy S.

Monday is very easy to use, has excellent help and tutorials, and extremely responsive tech support. They regularly add new features and improvements.

MG

Mitch G.

Trello

4.5
(20.2K)

Visual collaboration tool for shared project perspectives

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Features

Total

56

142

124

features in common

56

features in common

Trello's unique features

  • Marketing Calendar

  • Automatic Backup

  • Task Tagging

  • Spreadsheet View

Insightly's unique features

  • Email Tracking

  • Customer Support

  • Email Response Control

  • Batch Processing

Starting from

$5/year

Value for money

4.6

0.7

3.9

What users say about Trello's value for money

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So natural to utilize Very visual Price is correct Easy to add/eliminate individuals Search ability is superb.

AR

Anonymous Reviewer

The accidental "drag/move/delete" is scary for us because you can accidentally move a card when you're just trying to scroll over on the screen and that can be problematic.

ML

Meghan L.

Basecamp

4.3
(13.2K)

Flexible project management & team communication tool

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Features

Total

38

59

124

features in common

38

features in common

Basecamp's unique features

  • Project Management

  • Multiple Projects

  • Create Subtasks

  • Communication Management

Insightly's unique features

  • Customizable Fields

  • For iPad Devices

  • Recurring Tasks

  • For Startups

Starting from

$99/month

Value for money

4.2

0.3

3.9

What users say about Basecamp's value for money

Read all reviews

Our company likes the ability to share content with the entire team no matter where anyone is in the world. Simple secure login from any computer and poof instant content for all to read & share.

PC

Patrick C.

They all love it and enjoy the interface, the ease of use, and the productivity improvements because we're using it regularly.

Doug S.

Agile CRM

4.1
(416)

Sales and marketing CRM for growing businesses

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Compare

Features

Total

85

231

124

features in common

85

features in common

Agile CRM's unique features

  • Mobile Alerts

  • Expiry Notifications

  • Click Tracking

  • Team Management

Insightly's unique features

  • Budget Management

  • Customizable Reports

  • Progress Tracking

  • Commission Management

Starting from

$8.99/month

Value for money

4.2

0.3

3.9

What users say about Agile CRM's value for money

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It has powerful features and many integrations. I like the freedom to customize and the many campaign nodes make campaigns and flows very powerful.

Dd

Danie d.

Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.

BD

Brandon D.

RAYNET CRM

4.9
(21)

The most easy-to-use CRM solution with lovely customer care!

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Features

Total

22

25

124

features in common

22

features in common

RAYNET CRM's unique features

  • Call List Management

  • Performance Management

  • Data Management

Insightly's unique features

  • Real Time Analytics

  • Opportunity Management

  • Projections

  • Activity Dashboard

Starting from

$19/month

Value for money

5.0

1.1

3.9

What users say about RAYNET CRM's value for money

Read all reviews

Clear dashboard, brilliant analyses, everything in one place. Also the customer care is very professional, quick and always willing to help.

AR

Anonymous Reviewer

We are very happy with the software. It has improved the effectiveness of entire company.

TB

Tomas B.

amoCRM

4.4
(137)

Messenger-based sales tool for SMBs and entrepreneurs

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Compare

Features

Total

87

146

124

features in common

87

features in common

amoCRM's unique features

  • Campaign Personalization

  • Email Distribution

  • Knowledge Management

  • XML / RSS

Insightly's unique features

  • Budget Management

  • Task Planning

  • Quotes/Estimates

  • Project Planning/Scheduling

Starting from

$15/month

Value for money

4.5

0.6

3.9

What users say about amoCRM's value for money

Read all reviews

There are flaws that are associated with lack of integration and low speed. In the standard version there is no normal environment for working with mail, an insufficient level of technical support.

JV

Julia V.

I like that it is very easy to use and intuitive, features drag and drop approach in their user interface, provides great capabilities for collaboration between teams, and is relevantly affordable.

Iurii K.

Really Simple Systems CRM

4.4
(313)

The Powerful CRM for Growing Teams

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Features

Total

83

123

124

features in common

83

features in common

Really Simple Systems CRM's unique features

  • Analytics/ROI Tracking

  • Knowledge Management

  • Mobile Optimized Emails

  • Proposal Management

Insightly's unique features

  • Project Templates

  • Business Card/Badge Scanning

  • Lead Distribution

  • File Management

Starting from

$14/month

Value for money

4.5

0.6

3.9

What users say about Really Simple Systems CRM's value for money

Read all reviews

The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.

CD

Charlie D.

I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.

Marie W.

Salesflare

4.7
(119)

Intelligent CRM for small and medium sized B2B businesses

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Compare

Features

Total

97

151

124

features in common

97

features in common

Salesflare's unique features

  • Behavior Tracking

  • Monitoring

  • Meeting Management

  • For Sales Teams/Organizations

Insightly's unique features

  • Recurring Tasks

  • File Sharing

  • Project Planning/Scheduling

  • Project Templates

Starting from

$29/month

Value for money

4.8

0.9

3.9

What users say about Salesflare's value for money

Read all reviews

Overall love the product and ease of use and have recommended to several friends at other companies.

KC

Kimberly C.

We love Customer Support as CSR is always there to help us. And it has so many awesome features which will help you in saving money on cold email campaign tools.

Gourav M.

Teamleader

4.4
(36)

Sell, bill and organise work in one place.

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Compare

Features

Total

45

53

124

features in common

45

features in common

Teamleader's unique features

  • Project Time Tracking

  • Client Tracking

  • Sales Approval

  • Scheduling

Insightly's unique features

  • Reporting/Project Tracking

  • Real Time Analytics

  • Tagging

  • Lead Nurturing

Starting from

€50/month

Value for money

4.5

0.6

3.9

What users say about Teamleader's value for money

Read all reviews

It is so frustrating you still can not upload multiple files at once for one customer, you still have to upload one by one, wich is time consuming and sometimes frustrating.

Frederic D.

I think it is a nice on-line customer based system with a good overall user experience.

Frederic D.

Freshsales

4.6
(481)

Sales management solution

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Features

Total

79

141

124

features in common

79

features in common

Freshsales' unique features

  • Live Chat

  • Audience Targeting

  • Performance Management

  • Knowledge Management

Insightly's unique features

  • Progress Tracking

  • To-Do List

  • Real Time Data

  • Lead Generation

Starting from

$15/month

Value for money

4.5

0.6

3.9

What users say about Freshsales' value for money

Read all reviews

The best thing we like is the interoperability of freshsales with our helpdesk (freshdesk). The synchronization of activity helps us keep track of the issues our customers have had with our products.

FQ

Farhan Q.

It is pretty easy to use. The ability to set up sales sequencing was nice and pretty easy to do.

MB

Matt B.

EngageBay

4.6
(132)

Integrated sales & marketing software for growing teams

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Features

Total

78

215

124

features in common

78

features in common

EngageBay's unique features

  • Online Forms

  • Task Editing/Updating

  • Sales Automation

  • Performance Management

Insightly's unique features

  • Contract/License Management

  • Data Visualization

  • Visual Analytics

  • Project Tracking

Starting from

$10.79/month

Value for money

4.8

0.9

3.9

What users say about EngageBay's value for money

Read all reviews

Easy to use email marketing platform. The best part is you have all the powerful tools like landing pages, autoresponders, email broadcast, sequences even in the free.

SK

Sudip K.

Got the hang of EngageBay in a matter of hours due to its ease of use and excellent customer support. Any question is answered in a matter of seconds.

CV

Carlos V.

Less Annoying CRM

4.8
(486)

A simple CRM built just for small businesses

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Compare

Features

Total

43

54

124

features in common

43

features in common

Less Annoying CRM's unique features

  • Product Catalog

  • Call List Management

  • Data Management

  • Channel Management

Insightly's unique features

  • File Sharing

  • Event Triggered Actions

  • Reminders

  • Data Visualization

Starting from

$15/month

Value for money

4.9

1.0

3.9

What users say about Less Annoying CRM's value for money

Read all reviews

I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.

JM

Jessica M.

The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.

DW

David W.

Salesforce Essentials

4.3
(146)

CRM for small business

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Features

Total

54

81

124

features in common

54

features in common

Salesforce Essentials' unique features

  • Support Ticket Tracking

  • Call Center Management

  • Lead Verification/Validation

  • Sentiment Analysis

Insightly's unique features

  • Alerts/Notifications

  • Customizable Fields

  • Email Tracking

  • Goal Setting / Tracking

Starting from

$25/month

Value for money

3.9
3.9

What users say about Salesforce Essentials' value for money

Read all reviews

The code quality was awesome and the staff was super helpful. I think I'm getting the value for my money using this product.

TP

Tanay P.

It was a fantastic experience and an essential for a company looking to better engage and retain customers on digital platforms.

JP

Jillian P.

FreeAgent CRM

4.7
(71)

CRM + Work Management | Work's better

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Compare

Features

Total

64

87

124

features in common

64

features in common

FreeAgent CRM's unique features

  • Billing & Invoicing

  • Team Assignments

  • Email Distribution

  • Personalization

Insightly's unique features

  • Percent-Complete Tracking

  • File Sharing

  • To-Do List

  • Data Synchronization

Value for money

4.8

0.9

3.9

What users say about FreeAgent CRM's value for money

Read all reviews

I have never in my 30 years of being in the mortgage industry and sales seen a rep care more about making a system work for a client than she has. She has been absolutely amazing.

JK

Jack K.

The package is perfect for not only customer retention but for opportunity revenue tracking and forecasting. One other fab feature of free agent is the easy integration of mail chimp.

RB

Rebecca B.

Onpipeline

4.5
(2)

Customer relationship management (CRM) with visual pipeline

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Features

Total

51

71

124

features in common

51

features in common

Onpipeline's unique features

  • Project Management

  • Knowledge Management

  • Appointment Management

  • Team Assignments

Insightly's unique features

  • Collaboration Tools

  • Real Time Analytics

  • Activity Dashboard

  • Percent-Complete Tracking

CloudBlue PSA

4.5
(22)

The next generation of professional services automation.

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Features

Total

98

303

124

features in common

98

features in common

CloudBlue PSA's unique features

  • Agile Methodologies

  • Multi-Period Recurring Billing

  • Request Escalation

  • Campaign Analytics

Insightly's unique features

  • Web-based Deployment

  • Commission Management

  • Modeling & Simulation

  • Field Sales Management

Starting from

$65/month

Value for money

4.4

0.5

3.9

What users say about CloudBlue PSA's value for money

Read all reviews

The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had to be done outside of the system and we were losing valuable information.

SM

Shawn McGee ,.

Harmony is a fully featured, and incredibly well supported PSA software. Our platform team had spent countless hours investigating the best possible solution for our unique requirements.

BC

Bryan C.

HoneyBook

4.9
(420)

Client management for freelancers & SMBs

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Features

Total

50

116

124

features in common

50

features in common

HoneyBook's unique features

  • Invoice History

  • Document Templates

  • Mobile Payments

  • Summary Reports

Insightly's unique features

  • Commission Management

  • Dashboard Creation

  • Self Service Portal

  • Percent-Complete Tracking

Starting from

$9/month

Value for money

4.7

0.8

3.9

What users say about HoneyBook's value for money

Read all reviews

I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.

aw

alina w.

Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.

ES

Ether S.

SugarCRM

3.8
(352)

Customizable customer relationship management software

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Features

Total

49

55

124

features in common

49

features in common

SugarCRM's unique features

  • Process/Workflow Automation

  • Predictive Analytics

  • Knowledge Management

  • Customizable Scoring

Insightly's unique features

  • Collaboration Tools

  • Real Time Analytics

  • Tagging

  • Percent-Complete Tracking

Starting from

$40/month

Value for money

3.8

0.1

3.9

What users say about SugarCRM's value for money

Read all reviews

SugarCRM is the best CRM, easy to use, solid and robust, easy of integration with ERP, VoIP and Jaspersoft and Revolution.

PG

Patricio G.

Which is ridiculous, any permission system should be deny by default. The email module which we use heavily is unreliable.

CM

Chris M.

Zendesk Sell

4.3
(134)

All-in-one sales platform for sales teams.

visit website
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Features

Total

86

114

124

features in common

86

features in common

Zendesk Sell's unique features

  • Support Ticket Management

  • Meeting Management

  • Knowledge Management

  • Live Chat

Insightly's unique features

  • Contract/License Management

  • Business Card/Badge Scanning

  • Customizable Reports

  • Dynamic Modeling

Starting from

$19/month

Value for money

4.1

0.2

3.9

What users say about Zendesk Sell's value for money

Read all reviews

If you are already a Zendesk user, then I definitely recommend choosing Zendesk Sell as a way to expand reach and get higher quality leads. As with Zendesk, I love the simplicity of the program.

OS

Olivia S.

Base CRM has the best mobile apps seamless integrations with phonecalls, emails. Best feautures are Contactclipper, Outlook plugin, gmail support and superb integrations with other webbased apps.

Per E.

Pipeliner CRM

4.7
(168)

The Better CRM - Built For Sales, Used By Sales!

visit website
Compare

Features

Total

59

68

124

features in common

59

features in common

Pipeliner CRM's unique features

  • Content Management

  • XML / RSS

  • Live Chat

  • SSL Security

Insightly's unique features

  • Data Visualization

  • Reminders

  • Project Templates

  • Email Response Control

Value for money

4.6

0.7

3.9

What users say about Pipeliner CRM's value for money

Read all reviews

I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up.

Karen C.

So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.

CN

Charles N.

Capsule

4.5
(136)

Take care of your customers and sales opportunities

visit website
Compare

Features

Total

77

84

124

features in common

77

features in common

Capsule's unique features

  • Business Process Control

  • Predictive Analytics

  • Monitoring

  • Client Management

Insightly's unique features

  • Task Planning

  • Percent-Complete Tracking

  • Business Card/Badge Scanning

  • Real Time Data

Starting from

$18/month

Value for money

4.5

0.6

3.9

What users say about Capsule's value for money

Read all reviews

This software is very easy to use, and we have had great success with using it to communicate internally to better serve our clients.

KP

Kate P.

What initially attracted us to this CRM was its cost effectiveness. I was impressed by how easy it was to deploy and run.

Ilia T.

Close

4.7
(137)

The CRM for high-performance sales teams.

visit website
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Features

Total

74

118

124

features in common

74

features in common

Close's unique features

  • Automated Scheduling

  • Channel Management

  • Multi-Channel Communication

  • Call Center Management

Insightly's unique features

  • Budget Management

  • Role-Based Permissions

  • File Management

  • Graphical Data Presentation

Starting from

$25/month

Value for money

4.3

0.4

3.9

What users say about Close's value for money

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User-friendly, great support staff that reaches out to the user, making sure they have everything they need to be more successful.

AR

Anonymous Reviewer

The only negative thing I have to say is that close.io does not work really well with HTML emails.

Nir A.