Who doesn't want their businesses to be at the top? 66% of clients expect companies to realize their needs. Business leaders agree that prioritizing worker happiness gives companies a competitive advantage and makes it easier to retain talent. Insightly CRM helps to manage your business and makes your customer happy by keeping track of them. It is recognized as a 2018 Gartner Peer Insights Customers' Choice for Sales Force Automation. With more than 1.5 million users and over 25,000 companies worldwide, the world's world's most popular CRM software for Google and Office 365 users is Insightly CRM. It is designed for customer management and allows some project management functionality.
But Insightly CRM lacks in certain places; you won't identify its fault from the surface. As you dig deeper, you will realize it too has problems. Companies need comprehensive all-in-one software that offers a 360-degree view of each customer, but this customer management tool is not one of them, so people need alternatives. Follow this blog to learn about the five best options for unsightly CRM.
What is Insightly CRM?
Insightly CRM is an all-in-one, easy-to-use customer management tool mainly designed for agile or midsized businesses. Insightly CRM is a platform that helps businesses grow by integrating with other software.
Insightly CRM Features:
- Document Management
- Email Marketing / SMS Marketing
- Inventory Management
- Marketing Automation
- Project Management
- Territory Management
- Lead Management
- Workflow Management
- Lead Scoring
- Team Management
- Interaction Tracking
- Contact & Account Management
- Opportunity & Pipeline Management
- Task / Activity Management
- Desktop Integration
- Customer Contract Management
- Case Management
- Customer Support Portal
- Knowledge Base
- Social Collaboration Features
- Mobile User Support
- Reporting
- Dashboards
- Forecasting
Insightly CRM pricing:
Plus
$29
Per user/month, billed annually
Features:
- Find and manage leads
- Build stronger customer relationships
- Sell more productively
- Work from any device
- Deliver projects
- Business intelligence platform
- Collaborate across the company
- Model and automate business processes
- Connect to any application
- Get the most out of Insightly
Professional
$49
Per user/month, billed annually
Features:
- Find and manage leads
- Build stronger customer relationships
- Sell more productively
- Work from any device
- Deliver projects
- Business intelligence platform
- Collaborate across the company
- Model and automate business processes
- Connect to any application
- Get the most out of Insightly
Enterprise
$99
Per user/month, billed annually
Features:
- Find and manage leads
- Build stronger customer relationships
- Sell more productively
- Work from any device
- Deliver projects
- Business intelligence platform
- Collaborate across the company
- Model and automate business processes
- Connect to any application
- Get the most out of Insightly
Insightly CRM integration:
- Gmail
- Google Apps
- Google Drive
- Google Calendar
- INinbox
- Evernote
- Outlook 2013
- MailChimp
- Scorpio
- Quote Roller
- API Access
- Zapier.
Five best alternatives to Insightly CRM, along with its features and pricing
Zoho CRM
Zoho CRM facilitates your sales, marketing, and customer service activities and simplifies your process, policy, and people in a single platform.
Zoho CRM features:
- Drag & Drop
- Drip Campaigns
- Email Alerts
- Email Distribution
- Email Management
- Email Marketing
- Email Response Control
- Goal Management
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Communication Management
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile Alerts
- Modeling & Simulation
Zoho CRM Pricing:
Free
Zoho provides a free edition for up to three people with minimal functionality.
Standard
₹800
/user/month billed annually
Everything is FREE +
- Scoring Rules
- Workflows
- Multiple Pipelines
- Mass Email
- Custom Dashboards
- Canvas (1 view/org)
Professional
₹1,400
/user/month billed annually
Everything in STANDARD +
- SalesSignals
- Blueprint
- Web-to-Case Forms
- Validation Rules
- Inventory Management
- Canvas (3 views/org)
Entreprise
₹2,400
/user/month billed annually
Everything in PROFESSIONAL +
- Zia AI
- CommandCenter
- Multi-user Portals
- Advanced Customization
- Mobile SDK & MDM
- Canvas (5 views/module)
Ultimate
₹2,600
/user/month billed annually
Everything in ENTERPRISE +
- Advanced BI - bundled with Zoho Analytics
- Enhanced Feature Limits
- 30-day Trial
- Canvas (25 views/module)
Pipedrive
Pipedrive is a cloud-based software or a sales customer management tool to manage your sales and customers efficiently. It allows businesses to monitor deals and plan the sale processes.
Pipedrive features:
- Text Analysis
- Third-Party Integrations
- Time on Site Tracking
- Transcripts/Chat History
- Transfers/Routing
- Visual Analytics
- Web-based Deployment
- Website Visitor Tracking
- Workflow Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
Pipedrive Pricing:
Free
- 14-day trial.
- No credit card is required.
Essential
Get organized and set up simple sales processes
US$11.90
Per user per month, billed monthly
- Lead, deal, calendar, and pipeline management
- Simple data import and easy customization
- 24/7 support and 300+ integrations
Advanced
Scale quickly using easy-to-use email and automation
US$24.90
Per user per month, billed monthly
- Essential Plan +
- Full email sync with templates and scheduling
- Group emailing plus open and click tracking
- Workflow builder with triggered automation
Professional
US$49.90
Per user per month, billed monthly
- Advanced Plan +
- One-click calling and call tracking
- Create, manage, and eSign documents and contracts
- Revenue projections, forecasts, and enhanced custom reporting
Enterprise
Customize without limits and access unrivaled Support
US$74.90
Per user per month, billed monthly
- Professional Plan +
- Unlimited user permission and visibility settings
- Additional and heightened security preferences
- Implementation program and phone support
- No feature usage limits
Salesforce CRM
Salesforce is an integrated customer relationship management tool that provides you with real-time visibility with email integration. Salesforce CRM helps small businesses to grow by providing them with valuable features.
Salesforce CRM Features:
- Communities for sales
- Marketing and sales leads
- Email integration
- Opportunities and quotes
- Build and run innovative apps
- Forecasting
- Engage customers everywhere
- Approvals and workflow
- Social accounts and contacts
- Chatter
- Analytics
- Mobile to stay connected
- Contact Manager
- Real-Time Visibility
- Dashboards
- Workflow
Salesforce CRM Pricing:
Essentials
$ 25
USD/user/month**
(billed annually)
- Account, Contact, Lead, and Opportunity Management
- Email Integration with Gmail or Outlook
Professional
$ 75
USD/user/month**
(billed annually)
- Account, Contact, Lead, and Opportunity Management
- Email Integration with Gmail or Outlook
- Pipeline and Forecast Management
Enterprise
$ 150
USD/user/month**
(billed annually)
- Account, Contact, Lead, and Opportunity Management
- Email Integration with Gmail or Outlook
- Workflow and Approval Automation
- Pipeline and Forecast Management
Unlimited
$ 300
USD/user/month**
(billed annually)
- Account, Contact, Lead, and Opportunity Management
- Email Integration with Gmail or Outlook
- Workflow and Approval Automation
- Pipeline and Forecast Management
- Sales Engagement
- Sales Insights
- 24/7 Support
HubSpot CRM
Hubspot CRM is a marketer of software products and services. It provides you more or less with everything which you need to have to get more sales.
HubSpot CRM Features:
- Contact Management
- Website Activity Tracking
- Opportunity Pipeline
- Task Management
- Insights
- Email Integrations And Tracking
- Call Integration
- Extensive Marketplace
- Custom Objects And Properties
- Prospects
- Snippets And Templates
- Meeting Schedule Tool
- Quotes And Management, And Payments
- Kpi Dashboard
- Sales Automation
- Abm Tool
- Sequences
- Leads Scoring
- Forecasting
- Lead Rotation And Assignments
- Play Books
- Forms
- Email Automation
- Sms Automation
- Ad Management And Retargeting
- Social Media Management Advanced Segmentation
- Landing Pages
- Duplication Tools
- Company Scoring And Qualification
HubSpot CRM Pricing:
Starter
- It starts at 1,000 Marketing contacts
- Includes two paid users: HubSpot Sales Hub Starter
- Limits
- Email send limit: 5X marketing contacts
- One shared inbox
- 25 active & 1,000 static lists
- Ten reporting dashboards
- 1,000 custom properties
- Ten automated email actions
Professional
- It starts at 2,000 Marketing contacts
- Sales Hub Professional
- Includes five paid users: HubSpot Service Hub Professional
- Limits:
- Email send limit: 10X marketing contacts
- 100 shared inboxes
- 1,000 active & 1,000 static lists
- 25 reporting dashboards
- 1,000 custom properties
- Unlimited automated email actions
Enterprise
- It starts at 10,000 Marketing contacts
- Includes ten paid users: HubSpot Sales Hub Enterprise
- Includes ten paid users: HubSpot Service Hub Enterprise
- Limits:
- Email send limit: 20X marketing contacts
- 100 shared inboxes
- 1,500 active & 1,500 static lists
- 50 reporting dashboards
- 1,000 custom properties
- Unlimited automated email actions
Freshsales
Freshsales is an all in all sales and marketing solution that unifies your business processes under one platform. It is a sales automation solution that helps you to attract quality leads.
Freshsales Features:
- Visual Sales Reports
- Revenue Analytics
- Deeper Analytics
- Preview Reports
- Sales Activity Reports
- Trendline Reports
- Territories and Territory Reports
- Sales First Inbox
- Open & Click Notifications
- Email Scheduling
- Calendar Sync
- 2 – way Email Sync
- Email-to-Lead, Forward Emails
- Click to Call
- Entire Conversation History
- Assign Phone Numbers
- Automated and manual Log Calls
- Personalized Messages
- Forward Call
- Record Calls
- Tasks & Appointments
- Call History
- Phone Activity reports
- Caller Display
- Email Tracking
- Sales Campaigns
- Personalize Templates
- Insightful Email Metrics
Freshsales Pricing:
Free
₹0
/user/month, billed annually
It includes:
- Contact & Account Management
- Contact Lifecycle Stages
- Built-in Chat, Email, & Phone
- 24x5 Support
- Mobile App
Growth
₹999 Per User, monthly, billed annually
₹1,199 Per User, monthly, billed annually
It includes:
- Visual Sales Pipeline
- AI-powered Predictive Contact Scoring
- Sales Sequences
- Up to 2,000 Bot Sessions/Month FREDDY
- WhatsApp Business
- Contact & Account Management
- Contact Lifecycle Stages
- Built-in Chat, Email, & Phone
- 24x5 Support
- Mobile App
Pro (POPULAR)
₹2,799 Per User, monthly, billed annually
₹3,399 Per User, monthly, billed annually
It includes:
- Multiple Sales Pipelines
- Time-based Workflows
- AI-powered Deal Insights & Next Best Action
- Up to 3,000 Bot Sessions/Month FREDDY
- Sales Teams & Territory Management
- Visual Sales Pipeline
- AI-powered Predictive Contact Scoring
- Sales Sequences
- Up to 2,000 Bot Sessions/Month FREDDY
- WhatsApp Business
Enterprise
CRM your way with advanced customization, governance, and controls
₹4,999
/user/month, billed annually
₹5,999
/user/month, billed monthly
It includes:
- Custom Modules
- AI-based Forecasting Insights
- Audit Logs
- Up to 5,000 Bot Sessions/Month FREDDY
- Dedicated Account Manager
- Multiple Sales Pipelines
- Time-based Workflows
- AI-powered Deal Insights & Next Best Action
- Up to 3,000 Bot Sessions/Month FREDDY
To sum it up
After all, is said and done, now we conclude this blog. Insightly CRM offers mass Email Contacts with MailChimp Integration, Get Automatic Email Reminders, Create Milestones, Pipelines, and Tasks for Projects, and Specify Roles for Contacts, and Contact & accounts Management.
Insightly, CRM can be a leading solution for many companies but maybe not all. Its few features are pretty much expensive as compared to others. Insightly CRM users are underprivileged of helpdesks, live chat, and detailed reporting.
So is it the best CRM out there? But the answer is not so simple; it depends on your business, which will suit the most. Study the features, pricing, and benefits of the alternatives mentioned above. That'sThat's where your answer is waiting for you.
Go check out BotPenguin. It is free.
