Insightly is a customer relationship management (CRM) platform with marketing automation and project management features. The unified platform enables companies to keep all data for sales, marketing, and customer service teams safe in a single place. For users looking for Insightly alternatives, other CRM solutions more suitable for their needs are available.
Table of Contents
- Insightly Alternatives: What to Look for
- Top Software Alternatives to Insightly
- What Is Insightly?
- Ready to Try an Insightly Alternative?
Insightly Alternatives: What to Look for
Insightly is CRM software that provides a platform for teams to capture, manage, and gain insight from customer data and interactions. Teams in search of Insightly CRM alternatives should itemize and assess each feature offered to check if that feature will help them learn more about their customers.
- Ease of setup and use
- Responsive customer support
- Lead management and other sales CRM tools
- Quick access to centralized information
- Email integration
- Project management tool integration
- Automated data tracking for real-time updates
- Workflow automation and customization
- Information organization through links, labels, and task dependencies
- Easy integration with external systems and services
- Multiple work views, customizable dashboards, and flexible reporting tools
- Mobile apps
- Compliance to security standards and data privacy
- Scalable pricing plans
Top Software Alternatives to Insightly
Insightly CRM software helps companies align their teams around a single source of customer information. But users looking for Insightly alternatives to better manage their enterprise, software development, or construction projects should check out our top software recommendations.
Fully-customizable Zoho CRM provides unified solutions for businesses of all types and sizes. Conduct your Sales & Marketing analytics to gain insights using Dashboard views and Automate your daily routines. Customize your CRM theme based on your industry needs using Canvas, Omnichannel communication for streamlined communication between teams and customers, handle customer support from within the platform to improve customer relationships. Get Started with Zoho CRM now!
HubSpot is an intuitive CRM that makes managing your sales pipeline a breeze. Everything you need to track important metrics, set up time-saving flows and automations, manage clients seamlessly, and grow your business is available in one tidy dashboard. Plans are available for businesses at every stage of growth, starting at 100% free. Start taking the guesswork out of business management today with HubSpot CRM.
monday.com is the CRM software your team needs to close deals faster! monday.com helps you efficiently manage all your leads, customer relationships, sales pipeline, and tasks in one place so you can focus on closing the deals and not other things around. With monday.com, you can organize all your work, whether it’s contacts, leads, opportunities, or projects. Collaborate with your team members in context so that everyone is aligned, knows where things stand and what they should do to move work forward. Customize the form, and add the questions you want to ask, embed it into your site to capture leads. That’s it! All the submissions from your website will be collected directly into your board. Use our Kanban view to manage your sales pipeline. Know at a glance what you should do next.
Effectively manage every part of your sales pipeline with Kintone’s custom CRM solution. Organize your customer info into customizable databases that track what you want. Set your team up for success with streamlined processes that remove duplicate steps and automate task handoffs and deadline reminders. You can also generate custom reports on any part of your pipeline for complete visibility on your performance. Over 25,000 companies trust Kintone to achieve their business goals–why not yours?
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Zoho CRM
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HubSpot CRM
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monday Sales CRM
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Kintone
What Is Insightly?
Insightly is a cloud-based platform for businesses of all sizes that brings together CRM, sales automation, marketing automation, and project management in one application. It offers several products on top of the platform, so companies purchase only the tools they need.
With Insightly, Sales teams can reach their customers wherever they are in the sales pipeline. Marketing teams can attract customers with email marketing and other automation tools. Customer service teams can solve tickets quickly and create sales opportunities using the same CRM tool.
Insightly CRM software enables users to build lasting relationships with customers. Using a tool that can seamlessly convert a deal into a project, businesses ensure that what teams sell to customers truly gets delivered. It provides a rich feature set that allows a user to set milestones, clarify details, check inventories, and assign tasks automatically. Custom project dashboards let users track progress in every stage using a web browsers or mobile apps.
Ready to Try an Insightly Alternative?
Unified CRM platforms with integrated sales, marketing, customer service, and project management apps like Insightly give users multiple software capabilities in a single tool. Users in search of suitable Insightly CRM alternatives should check out our recommended picks today.
