Top 5 Insightly CRM Alternatives in 2022! (with Pricing and Features)

Top 5 Insightly CRM Alternatives in 2022! (with Pricing and Features)

botpenguin

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’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.

Summary

Insightly CRM helps to manage your business and makes your customer happy by keeping track of them. Insightly CRM 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.


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 Features:

  • Document Management

    Email Marketing / SMS Marketing

    Inventory Management

    Marketing Automation

    Project Management

Insightly CRM pricing:

Plus

$29

Per user/month, billed annually


Professional

$49

Per user/month, billed annually


Enterprise

$99

Per user/month, billed annually


Insightly CRM integration:

  • Gmail

    Google Apps

    Google Drive

    Google Calendar

Five best options for Insightly CRM, along with its features and pricing

  • Zoho CRM

    Pipedrive

    Salesforce CRM

    Hubspot CRM

    Freshsales

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:

  1. Document Management
  2. Email Marketing / SMS Marketing
  3. Inventory Management
  4. Marketing Automation
  5. Project Management
  6. Territory Management
  7. Lead Management
  8. Workflow Management
  9. Lead Scoring
  10. Team Management
  11. Interaction Tracking
  12. Contact & Account Management
  13. Opportunity & Pipeline Management
  14. Task / Activity Management
  15. Desktop Integration
  16. Customer Contract Management
  17. Case Management
  18. Customer Support Portal
  19. Knowledge Base
  20. Social Collaboration Features
  21. Mobile User Support
  22. Reporting
  23. Dashboards
  24. Forecasting

Insightly CRM pricing:

Plus

$29

Per user/month, billed annually

Features:

  1. Find and manage leads
  2. Build stronger customer relationships
  3. Sell more productively
  4. Work from any device
  5. Deliver projects
  6. Business intelligence platform
  7. Collaborate across the company
  8. Model and automate business processes
  9. Connect to any application
  10. Get the most out of Insightly

Professional

$49

Per user/month, billed annually

Features: 

  1. Find and manage leads
  2. Build stronger customer relationships
  3. Sell more productively
  4. Work from any device
  5. Deliver projects
  6. Business intelligence platform
  7. Collaborate across the company
  8. Model and automate business processes
  9. Connect to any application
  10. Get the most out of Insightly

Enterprise

$99

Per user/month, billed annually

Features: 

  1. Find and manage leads
  2. Build stronger customer relationships
  3. Sell more productively
  4. Work from any device
  5. Deliver projects
  6. Business intelligence platform
  7. Collaborate across the company
  8. Model and automate business processes
  9. Connect to any application
  10. Get the most out of Insightly

Insightly CRM integration:

  1. Gmail
  2. Google Apps
  3. Google Drive
  4. Google Calendar
  5. INinbox
  6. Evernote
  7. Outlook 2013
  8. MailChimp
  9. Scorpio
  10. Quote Roller
  11. API Access
  12. 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:

  1. Drag & Drop
  2. Drip Campaigns
  3. Email Alerts
  4. Email Distribution
  5. Email Management
  6. Email Marketing
  7. Email Response Control
  8. Goal Management
  9. Graphical Data Presentation
  10. Help Desk Management
  11. Incentive Management
  12. Interaction Tracking
  13. Internal Chat Integration
  14. Landing Pages/Web Forms
  15. Lead Capture
  16. Lead Distribution
  17. Lead Generation
  18. Client Management
  19. Client Portal
  20. Client Tracking
  21. Collaboration Tools
  22. Communication Management
  23. Marketing Calendar
  24. Meeting Management
  25. Mobile Access
  26. Mobile Alerts
  27. 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 +

  1. Scoring Rules
  2. Workflows
  3. Multiple Pipelines
  4. Mass Email
  5. Custom Dashboards
  6. Canvas (1 view/org)

Professional

₹1,400

/user/month billed annually

Everything in STANDARD +

  1. SalesSignals
  2. Blueprint
  3. Web-to-Case Forms
  4. Validation Rules
  5. Inventory Management
  6. Canvas (3 views/org)

Entreprise

₹2,400

/user/month billed annually

Everything in PROFESSIONAL +

  1. Zia AI
  2. CommandCenter
  3. Multi-user Portals
  4. Advanced Customization
  5. Mobile SDK & MDM
  6. Canvas (5 views/module)

Ultimate

₹2,600

/user/month billed annually

Everything in ENTERPRISE +

  1. Advanced BI – bundled with Zoho Analytics
  2. Enhanced Feature Limits
  3. 30-day Trial
  4. 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:

  1. Text Analysis
  2. Third-Party Integrations
  3. Time on Site Tracking
  4. Transcripts/Chat History
  5. Transfers/Routing
  6. Visual Analytics
  7. Web-based Deployment
  8. Website Visitor Tracking
  9. Workflow Management
  10. Reporting & Statistics
  11. Reporting/Analytics
  12. Role-Based Permissions
  13. Sales Activity Management
  14. Sales Forecasting
  15. Sales Pipeline Management
  16. Sales Reports
  17. Scheduling
  18. Lead Nurturing
  19. Lead Qualification
  20. Lead Segmentation
  21. Live Chat
  22. Marketing Automation
  23. Medical History Records
  24. Meeting Management
  25. Mobile Access

Pipedrive Pricing:

Free 

  1. 14-day trial.
  2. No credit card is required.

Essential

Get organized and set up simple sales processes

US$11.90

Per user per month, billed monthly

  1. Lead, deal, calendar, and pipeline management
  2. Simple data import and easy customization
  3. 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

  1. Essential Plan +
  2. Full email sync with templates and scheduling
  3. Group emailing plus open and click tracking
  4. Workflow builder with triggered automation

Professional

US$49.90

Per user per month, billed monthly

  1. Advanced Plan +
  2. One-click calling and call tracking
  3. Create, manage, and eSign documents and contracts
  4. Revenue projections, forecasts, and enhanced custom reporting

Enterprise

Customize without limits and access unrivaled Support

US$74.90

Per user per month, billed monthly

  1. Professional Plan +
  2. Unlimited user permission and visibility settings
  3. Additional and heightened security preferences
  4. Implementation program and phone support
  5. 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:

  1. Communities for sales
  2. Marketing and sales leads
  3. Email integration
  4. Opportunities and quotes
  5. Build and run innovative apps
  6. Forecasting
  7. Engage customers everywhere
  8. Approvals and workflow
  9. Social accounts and contacts
  10. Chatter
  11. Analytics
  12. Mobile to stay connected
  13. Contact Manager
  14. Real-Time Visibility
  15. Dashboards
  16. Workflow

Salesforce CRM Pricing:

Essentials

$ 25

USD/user/month**

(billed annually)

  1. Account, Contact, Lead, and Opportunity Management 
  2. Email Integration with Gmail or Outlook 

Professional

$ 75

USD/user/month**

(billed annually)

  1. Account, Contact, Lead, and Opportunity Management 
  2. Email Integration with Gmail or Outlook 
  3. Pipeline and Forecast Management 

Enterprise

$ 150

USD/user/month**

(billed annually)

  1. Account, Contact, Lead, and Opportunity Management 
  2. Email Integration with Gmail or Outlook
  3.  Workflow and Approval Automation 
  4. Pipeline and Forecast Management 

Unlimited

$ 300

USD/user/month**

(billed annually)

  1. Account, Contact, Lead, and Opportunity Management 
  2. Email Integration with Gmail or Outlook 
  3. Workflow and Approval Automation 
  4. Pipeline and Forecast Management 
  5. Sales Engagement 
  6. Sales Insights 
  7. 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:

  1. Contact Management
  2. Website Activity Tracking
  3. Opportunity Pipeline
  4. Task Management
  5. Insights 
  6. Email Integrations And Tracking
  7. Call Integration 
  8. Extensive Marketplace 
  9. Custom Objects And Properties
  10. Prospects
  11. Snippets And Templates 
  12. Meeting Schedule Tool 
  13. Quotes And Management, And Payments
  14. Kpi Dashboard 
  15. Sales Automation 
  16. Abm Tool 
  17. Sequences 
  18. Leads Scoring
  19. Forecasting 
  20. Lead Rotation And Assignments 
  21. Play Books 
  22. Forms 
  23. Email Automation 
  24. Sms Automation 
  25. Ad Management And Retargeting
  26. Social Media Management Advanced Segmentation 
  27. Landing Pages 
  28. Duplication Tools 
  29. Company Scoring And Qualification

HubSpot CRM Pricing:

Starter

  1. It starts at 1,000 Marketing contacts
  2. Includes two paid users: HubSpot Sales Hub Starter
  3. 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

  1. It starts at 2,000 Marketing contacts
  2. Sales Hub Professional
  3. Includes five paid users: HubSpot Service Hub Professional
  4. 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

  1. It starts at 10,000 Marketing contacts
  2. Includes ten paid users: HubSpot Sales Hub Enterprise
  3. Includes ten paid users: HubSpot Service Hub Enterprise
  4. 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:

  1. Visual Sales Reports
  2. Revenue Analytics
  3. Deeper Analytics
  4. Preview Reports
  5. Sales Activity Reports
  6. Trendline Reports
  7. Territories and Territory Reports
  8. Sales First Inbox
  9. Open & Click Notifications
  10. Email Scheduling
  11. Calendar Sync
  12. 2 – way Email Sync
  13. Email-to-Lead, Forward Emails
  14. Click to Call
  15. Entire Conversation History
  16. Assign Phone Numbers
  17. Automated and manual Log Calls
  18. Personalized Messages
  19. Forward Call
  20. Record Calls
  21. Tasks & Appointments
  22. Call History
  23. Phone Activity reports
  24. Caller Display
  25. Email Tracking
  26. Sales Campaigns
  27. Personalize Templates
  28. Insightful Email Metrics

Freshsales Pricing:

Free

₹0

/user/month, billed annually

It includes:

  1. Contact & Account Management 
  2.  Contact Lifecycle Stages 
  3.  Built-in Chat, Email, & Phone 
  4.  24×5 Support 
  5.  Mobile App 

Growth

₹999 Per User, monthly, billed annually

₹1,199 Per User, monthly, billed annually

It includes:

  1. Visual Sales Pipeline 
  2. AI-powered Predictive Contact Scoring 
  3. Sales Sequences 
  4. Up to 2,000 Bot Sessions/Month FREDDY
  5. WhatsApp Business
  6. Contact & Account Management 
  7.  Contact Lifecycle Stages 
  8.  Built-in Chat, Email, & Phone 
  9.  24×5 Support 
  10.  Mobile App 

Pro (POPULAR) 

₹2,799 Per User, monthly, billed annually

₹3,399 Per User, monthly, billed annually

It includes:

  1. Multiple Sales Pipelines 
  2. Time-based Workflows 
  3. AI-powered Deal Insights & Next Best Action 
  4. Up to 3,000 Bot Sessions/Month FREDDY
  5. Sales Teams & Territory Management 
  6. Visual Sales Pipeline 
  7. AI-powered Predictive Contact Scoring 
  8. Sales Sequences 
  9. Up to 2,000 Bot Sessions/Month FREDDY
  10. 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:

  1. Custom Modules 
  2. AI-based Forecasting Insights 
  3. Audit Logs 
  4. Up to 5,000 Bot Sessions/Month FREDDY
  5. Dedicated Account Manager
  6. Multiple Sales Pipelines 
  7. Time-based Workflows 
  8. AI-powered Deal Insights & Next Best Action 
  9. 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.

Related Articles:

Insightly CRM vs salesforce vs agile CRM: Find out the winner of the CRM battle!

BotPenguin is a friendly chatbot that loves to make lively conversations and keeps your visitors and customers non-doozy! BotPenguin promised his fellow penguins with an oath to make the world a conversational playground for everyone and works 24*7, 365 to make it happen. BotPenguin is a huge Adele fan and loves to surf the internet to say hello to everyone. You can have a date with BotPenguin through its favorite channels.

Leave a Comment

Your email address will not be published.

You may use these HTML tags and attributes: <a href=""> <abbr> <acronym> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Copyright © 2018 - 2021
Relinns Technologies Pvt. Ltd.
All Rights Reserved.

Send a Message