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Insightly : Affordable CRM Optimized for Small Business

Insightly : Affordable CRM Optimized for Small Business

Insightly : Affordable CRM Optimized for Small Business

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4.1
Based on +200 reviews
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Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.

Insightly: in summary

What is Insightly?

Insightly is a lightweight online CRM that meets all the needs of small businesses (VSEs and self-employed entrepreneurs). This solution allows, among other things, to centralize your contacts in one place, and is accessible from any device. Its perfect integration with Google Apps (Gmail, Calendar, Contacts, Drive) makes it an incredibly efficient tool for your internal organization and the management of your external relations.

Insightly also allows you to manage the entire sales chain from lead acquisition to lead conversion and sales opportunity management. The software also offers a very nice interface inspired by Google Apps. The contact profiles are complete and the event management is clear. In the end, you can create marketing campaigns to send personalized emails to your contacts in mass.

Features

  • Contact and company management 

  • Multi-criteria search, filtering, and segmentation 

  • Viewing of interaction history 

  • Tasks, reminders, and appointments 

  • Customizable pipeline 

  • Automated scoring 

  • Email campaigns (optional)

  • Email automation 

  • Quotes

Insightly - Insightly: On-site training, support (phone, email, ticket), Tasks and Notes Insightly - Insightly: On-site training, support (phone, email, ticket), Tasks and Notes
Insightly - Insightly: standard advanced encryption (AES), fields, Tasks and Notes Insightly - Insightly: standard advanced encryption (AES), fields, Tasks and Notes
Insightly - Insightly: support (phone, email, ticket), Task Management & Alerts, Project Planning Insightly - Insightly: support (phone, email, ticket), Task Management & Alerts, Project Planning
Insightly - Insightly: Contact Management, Basic knowledge (tutorials, demos), Daily Backup Insightly - Insightly: Contact Management, Basic knowledge (tutorials, demos), Daily Backup
Insightly - Insightly: Online training (webinar), Secure Sockets Layer (SSL), Conversations and posts Insightly - Insightly: Online training (webinar), Secure Sockets Layer (SSL), Conversations and posts
Insightly - Insightly-screenshot-0 Insightly - Insightly-screenshot-0
Insightly - Insightly-screenshot-1 Insightly - Insightly-screenshot-1
Insightly - Insightly-screenshot-2 Insightly - Insightly-screenshot-2

Insightly: its rates

Base

US$12.00

/month /user

Plus

US$29.00

/month /user

Professionnel

US$49.00

/month /user

Clients alternatives to Insightly

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star star star star star-half-outlined
4.4
Based on +200 reviews
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Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
check-circle Free trial
check-circle Free demo

Paid version from €25.00 /month

Streamline customer data and insights with powerful CRM software, improving sales efficiency and customer satisfaction.

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Utilize customizable dashboards and reports to gain a comprehensive view of your sales pipeline, track progress and forecast future sales trends. Collaborate with team members and automate routine tasks to focus on building strong customer relationships.

Read our analysis about Salesforce Sales Cloud

Benefits of Salesforce Sales Cloud

check Improves sales team productivity and performance

check Enables data-driven decision making

check Enhances customer experience and loyalty

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Salesforce Starter

The complete CRM & marketing suite for start-ups, VSEs and SMEs

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Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
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Pricing on request

Customer relationship management software offering a turnkey solution for customer tracking and analysis.

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Salesforce Starter is positioned as an essential customer relationship management (CRM) solution, particularly suited to small and medium-sized businesses looking to boost their customer follow-up. Featuring advanced analysis, contact management, sales opportunity tracking and an intuitive dashboard, it helps companies personalise their approach to customers and optimise their sales strategies.

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Axonaut

The Best all-in-one solution for small businesses !

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4.6
Based on +200 reviews
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Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
check-circle Free trial
check-circle Free demo

Paid version from €41.99 /month

Streamline your customer interactions with a powerful CRM software. Manage your leads, deals, and tasks all in one place.

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Increase your sales efficiency with Axonaut's CRM software. Automate your workflow, track customer interactions, and get detailed reports to make informed decisions. With Axonaut, you can focus on building relationships with your customers and growing your business.

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Benefits of Axonaut

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Customer reviews about Insightly

star star star star star-half-outlined
4.1
Based on +200 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.

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