Software
We've compiled a list of 30 free and paid alternatives to Insightly CRM. The primary competitors include Salesforce, Zoho CRM. In addition to these, users also draw comparisons between Insightly CRM and Pipedrive, Freshsales, Agile CRM. Also you can look at other similar options here: CRM Software, Construction CRM Software.
We've compiled a list of 30 free and paid alternatives to Insightly CRM. The primary competitors include Salesforce, Zoho CRM. In addition to these, users also draw comparisons between Insightly CRM and Pipedrive, Freshsales, Agile CRM. Also you can look at other similar options here: CRM Software, Construction CRM Software.
A low-code development ecosystem for building enterprise apps that streamline operations, enhance customer engagement, and integrate workflows.
Cloud-based CRM platform empowering businesses to streamline processes and foster enduring customer connections.
Pipedrive is a customer relationship management (CRM) tool that focuses on helping sales teams manage their leads and deals effectively. It provides a visual pipeline interface that allows users to track and prioritize deals through various stages o…
Freshsales is an AI-enabled sales CRM that simplifies sales processes and enhances productivity. It offers tools for intelligent sales campaigns, lead management, and AI-driven insights, allowing teams to close deals more efficiently, with features …
Close is an all-in-one CRM platform designed to elevate sales team efficiency with integrated sales emails, calling, and task management. Streamlining processes, it optimizes the sales cycle from initial contact to deal closure, making it ideal for …
ChurnZero is a platform for managing and reducing customer loss (churn) in companies. It provides tools for interacting with customers, tracking their activity, and analyzing data to respond to signs of possible customer loss in a timely manner. Chu…
Zoho Desk allows organizations to effectively interact with customers, track requests, manage workflows, and provide support through various channels such as email, chat, and phone.
Creatio is a no-code platform and CRM solution that enables businesses to automate workflows and sales processes. With Creatio you can streamline their entire sales cycle, from lead generation to repeat sales, and manage processes of any type and co…
Teamleader is a comprehensive CRM and project management solution designed to optimize business processes. It includes features to manage customer data, create invoices, generate proposals, and track projects. Teamleader helps companies improve effi…
Insightly CRM offers robust tools for organizing contacts, sales pipelines, and projects. It includes features like Google Drive integration, custom fields, two-way Google contact sync, Gmail integration, and SSL security. Boost sales and customer satisfaction with intuitive tools, notifications, and easy access via web and mobile apps.
Insightly CRM offers robust tools for organizing contacts, sales pipelines, and projects. It includes features like Google Drive integration, custom fields, two-way Google contact sync, Gmail integration, and SSL security. Boost sales and customer satisfaction with intuitive tools, notifications, and easy access via web and mobile apps.
Mac
iPad
iPhone
Windows
Web-Based
Android
Insightly CRM is a cloud-based customer relationship management platform designed for small and mid-sized businesses. It combines CRM, project management, and marketing automation to improve customer interactions and business growth. The platform offers workflow automation, pipeline management, and integrations with G Suite, Microsoft 365, and other tools.
With AI-driven analytics, email tracking, and custom dashboards, Insightly enhances sales and marketing efficiency. Its flexible API allows businesses to extend functionalities, while security features ensure data protection. Additionally, it provides mobile access, role-based permissions, and advanced reporting to optimize team collaboration and performance tracking.
Workflow Management
To-Do List
Third Party Integrations
Recurring Tasks
Modeling & Simulation
Lead Nurturing
File Sharing
File Management
Email Tracking
Email Marketing
Dynamic Modeling
Drag & Drop
Data Import/Export
Dashboard
Customizable Branding
Customer Support
Contract/License Management
Business Card/Badge Scanning
Batch Processing
Field Sales Management
Territory Management
Commission Management
Graphical Data Presentation
Shared Contacts
For Mac Devices
Prospecting Tools
Lead Qualification
Percent-Complete Tracking
Source Tracking
Marketing Automation
Lead Segmentation
Internal Chat Integration
For iPad Devices
For Insurance Industry
Customer Engagement
Referral Tracking
Lead Distribution
For Startups
Appointment Scheduling
Dashboard Creation
Web-based Deployment
Project Planning
Forecasting
Configurable Workflow
Lead Management
Opportunity Management
Pipeline Management
Segmentation
Sales Trend Analysis
Sales Pipeline Management
Sales Forecasting
Sales Activity Management
Pipeline Reports
Lead Capture
Event Triggered Actions
Campaign Management
Calendar/Reminder System
Interaction Tracking
Email Templates
Proposal Generation
Project Tracking
Visual Analytics
Real Time Data
Data Visualization
Statistical Analysis
Real Time Analytics
Data Synchronization
Tagging
Real Time Updates
Real Time Notifications
Prioritization
Goal Setting/Tracking
Commenting/Notes
Assignment Management
Task Progress Tracking
Role-Based Permissions
Reminders
Project Workflow
Project Templates
Customizable Fields
Status Tracking
Search/Filter
Sales Reports
Performance Metrics
Multi-Currency
For Small Businesses
Email Management
Document Management
Customizable Reports
Contact Database
Template Management
Reporting & Statistics
Real Time Reporting
Quotes/Estimates
Document Storage
Customer Database
Contact Management
Alerts/Notifications
Activity Tracking
Access Controls/Permissions
Reporting/Analytics
Lead Generation
Customer Segmentation
Web Forms
Task Scheduling
CRM
Calendar Sync
API
Slemma
Salesforce Marketing Cloud Account Engagement
Robly
123FormBuilder
HubSpot Marketing Hub
Google Drive
Hubstaff
Seamless.AI
Cyclr
Google Calendar
Joomag
Zendesk Sell
APIANT
ActiveCampaign
TimeCamp
Podio
Slack
Wufoo
Zoho CRM
UpLead
Box
MailerLite
Bidsketch
Asana
Visitor Queue
Stripe
Shopify
PageCloud
GetResponse
Iterop
Direct Mail
CANDDi
Gmail
Help Scout
Wishpond
Todoist
Proposify
Cyfe
Teamwork Desk
Tidio
Front
Kanban Tool
Google Contacts
CallRail
Acuity Scheduling
Mojo Helpdesk
TrackingTime
Dotdigital
Constant Contact
Typeform
Chargebee
Leadberry
Drip
Xero
Clio
Contactually
Cognito Forms
Zapier
Zoho Analytics
Recurly
TrackVia
ClicData
WhatConverts
Rocketspark
Outreach
Trello
Mailchimp
OmniFocus
Keap
Reply
MailUp
PandaDoc
Everhour
Contractbook
Tempo Portfolio Manager (LiquidPlanner)
Aircall
Membrain
Badger Maps
Squarespace
Zoho Books
Zluri
ServiceM8
SupportBee
HoneyBook
Quickbooks Online
Google Workspace
Zoho Invoice
BugHerd
Avaza
Intercom
Pipefy
Kixie PowerCall
Freshdesk
Toky
Process Street
AnyMeeting
Yesware
Share your opinion about the software, leave a review and help make it even better!
Sales Forecasting Software Customer Engagement Software Lead Management Software Sales Force Automation Software Contact Management Software Sales Acceleration Platforms Sales Platforms Software Sales Analytics Software Sales Engagement Software Task Management Software Project Management Software Other CRM Software Construction CRM Software
Suggest Changes
Your Feedback
Your vote has been counted.
Do you have experience using this software?
