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Insightly
Top 10 Insightly CRM Alternatives
Are you looking for a good CRM software solution? You may find many options available in the market. We understand that most large and even small companies need customer relationship management software to manage interaction with their customers and boost sales. CRM software can increase the sales of a company by up to 29%. Many companies are providing VoIP CRM software solutions, so you may find it difficult to choose one as a potential user.
Insightly is a leading CRM platform that provides beneficial features and can increase your company’s work efficiency. It has more than 500,000 customers globally. The key features of Insightly software are contact management, pipeline management and task management. Insightly offers different plans, and you can choose one according to the size of your company and the features required. It might be possible that the features or pricing plan of Insightly do not meet your CRM needs. If you want to look beyond Insightly and explore top insightly CMR alternatives software, don’t go anywhere else.
Here are the top Insightly alternatives for 2021
1
Pipedrive CRM
(275) 4.4 out of 5
4.4/5
The Nextiva technology platform is a state-of-the-art telecommunications infrastructure that allows a company’s employees to conduct their business from anywhere.
customer service from account manager and enterprise technical support
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Pipedrive, one of the top insightly CRM alternatives, is a cloud-based sales management tool designed by expert web app developers and sales professionals. It provides you with the predictive actions to simplify your sales process and reduce the time to achieve your sales target. It organises your business leads to provide you a clear overview of your sales, so that you can concentrate on priority deals. Pipedrive offers a free trial and you can start using it by creating your account in minutes. This CRM software is easy to use and your sales managers can access it on their mobile devices or PC. Moreover, it integrates with third party business solutions such as Google Calendar and Google Contacts. You can use this software to manage your organisation’s sale efficiently.
Pipedrive offers four different pricing plans along with free trials. Basic pricing plan is named as Essential and starts from £12.50 per user per month if billed annually.
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Pros
- Free application that companies can use at no cost.
- You can enjoy unlimited storage and over 1 million contacts for free.
- The software automatically tracks customer data and provides a better insight.
- Smooth integration with leading business solutions.
Cons
- It is a relatively new platform. That is why there is a limitation to features.
- The software may not be suitable for large businesses.
- You have to pay separately to get technical support.
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2
Hubspot CRM
(672) 4.3 out of 5
4.3/5
The business phone system with the simplest, most elegant interface you’ve ever experienced.
The seamless transition has been great. When the world shut down, because we were already running Dialpad, it was very easy for us to transition our office staff to a remote working plan.
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Hubspot is one of today’s best-known top insightly CRM platforms. It allows your sales team to work efficiently without changing their workflow. It is easy to use and can be linked to your email service providers, websites and social media profiles. By using Hubspot CRM, you can close more deals because it tracks and organises each aspect of your sales pipeline. The best thing about this CRM software is that it provides all the essential features without making things complicated. It helps you to create detailed contacts and company profiles and organises all records of customer communication. It tracks your deals, manages employees performance, and provides a dashboard where team members can follow company activities.
Hubspot offers transparent and flexible pricing plans. There are three different plans so that customers can choose one that suits their budget. Its pricing plan starts from £38 per user per month.
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Pros
- Free application that companies can use at no cost.
- You can enjoy unlimited storage and over 1 million contacts for free.
- The software automatically tracks customer data and provides a better insight.
- Smooth integration with leading business solutions.
Cons
- It is a relatively new platform. That is why there is a limitation to features.
- The software may not be suitable for large businesses.
- You have to pay separately to get technical support.
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3
Zoho CRM
(643) 4.5 out of 5
4.5/5
Easy when I am not in the office, to use my cell phone or PC.
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Zoho CRM is a competitive top Insightly alternative as it empowers a global network of over 1,50,000 businesses to engage with more customers, increase conversion and grow their revenue. This software is popular because it successfully meets the needs of small and large businesses. Zoho CRM offers an easy to use interface and enables you to customise the dashboard according to your business needs. It is also mobile optimised it means that the agents can receive updates on their mobiles and close deals on the go. Furthermore, the platform is well-integrated with useful business apps such as ConstantConnect, Google Apps, Microsoft Outlook and QuickBooks.
Zoho CRM provides four different pricing plans named as standard, professional, enterprise and ultimate. Its pricing started from £10 per user per month and billed annually. Use this platform to monitor sales, automate routine activities and engage more customers.
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Pros
- It offers a 15 days free trial.
- Provides customised features to fit the needs of the company.
- It automates your lead management process.
- It offers a user-friendly interface.
- You can easily import or export customer data.
Cons
- Pricing is a bit expensive for small businesses.
- Customer support is not available on weekends.
- Integrating the Zoho system with other Zoho products is complicated.
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4
Salesfore CRM
(352) 4.4 out of 5
4.3/5
3CX is an open standards communications solution that replaces proprietary PBX’s. Built for business connectivity and collaboration it integrates video conferencing, live chat and apps for Android, iOS, and the web. Available on premise (Windows / Linux) or hosted as a cloud solution.
The convenience of the product range and the efficiency of the services to cater to my company’s needs. The 3CX product works brilliantly in-office and remotely.
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Salesforce provides a robust CRM solution to centralise tracking of all customers information and interaction at a single platform so that you can easily follow leads. You can track these leads until conversion by using marketing automation, sales data and lead management modules of this software. Salesforce can be a top insightly CRM alternative and offers mobile apps for Android and iOS devices. The software keeps an up to date in a single location so that you can easily prioritise and make decisions. A unique feature of this app is a feed first feature that displays the most important information on the basis of your settings.
The company provides a free trial along with four different pricing plans. You can choose a plan according to the needs and size of your business. The basic pricing plan starts from £20 per user month.
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Pros
- It allows you to track clicks and launch campaigns.
- This software is extremely easy to manage.
- You can collect detailed data from dashboards and reports.
- You can get more insights into sales opportunities through its opportunity management module.
Cons
- When you add advanced features, it becomes costly.
- For small businesses, it may be difficult to manage such powerful software.
- Occasional delays in getting technical support.
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5
Freshsales CRM
(352) 4.4 out of 5
4.3/5
3CX is an open standards communications solution that replaces proprietary PBX’s. Built for business connectivity and collaboration it integrates video conferencing, live chat and apps for Android, iOS, and the web. Available on premise (Windows / Linux) or hosted as a cloud solution.
The convenience of the product range and the efficiency of the services to cater to my company’s needs. The 3CX product works brilliantly in-office and remotely.
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Freshsales is the latest addition to the growing lineup of products from Freshworks. This software works as top insightly CRM alternative and offers all the essential features of a CRM software solution as well as optimise sales and prioritise pipeline opportunities in its own unique way. It provides detailed sales insights and enables you to use them efficiently. Freshsales do not utilise complicated and overwhelming procedures. It offers a number of integrations in different apps. The core features of this CRM software include direct calling, email event tracking, reporting and analytical solutions, along with wonderful customer support.
It offers three pricing plans for its customers. Pricing starts from £25 per user per month if you pay annually. And if you pay monthly, the pricing starts from £29.
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Pros
- It presents lead management with export functions.
- It offers a highly interactive interface.
- It provides document management that is compatible with MS Word.
- You can have lead management with an export function.
Cons
- Email integration is tricky with outlook.
- No out of box support is available for tagging attachments.
- The system is difficult to understand at the start.
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6
Bpm'online CRM
(352) 4.4 out of 5
4.3/5
3CX is an open standards communications solution that replaces proprietary PBX’s. Built for business connectivity and collaboration it integrates video conferencing, live chat and apps for Android, iOS, and the web. Available on premise (Windows / Linux) or hosted as a cloud solution.
The convenience of the product range and the efficiency of the services to cater to my company’s needs. The 3CX product works brilliantly in-office and remotely.
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It is one of the most top-rated Insightly CRM alternatives. bpm’online CRM is an agile solution for medium and large size businesses. This CRM software can help you to streamline your company processes and increase the productivity of employees. Currently, it offers three modules: bpm’online marketing, bpm’online sales, and bpm’online. With these modules, users can manage their CRM efforts without investing in multiple programmes. By using this single CRM software, businesses can align their teams, processes and data to connect with their customers in a better way.
Bpm’online offers different pricing plans, and you can choose one that meets all the requirements of your business.
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Pros
- It presents lead management with export functions.
- It offers a highly interactive interface.
- It provides document management that is compatible with MS Word.
- You can have lead management with an export function.
Cons
- Email integration is tricky with outlook.
- No out of box support is available for tagging attachments.
- The system is difficult to understand at the start.
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7
Nimble
(352) 4.4 out of 5
4.3/5
3CX is an open standards communications solution that replaces proprietary PBX’s. Built for business connectivity and collaboration it integrates video conferencing, live chat and apps for Android, iOS, and the web. Available on premise (Windows / Linux) or hosted as a cloud solution.
The convenience of the product range and the efficiency of the services to cater to my company’s needs. The 3CX product works brilliantly in-office and remotely.
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Nimble is a popular insightly CRM alternative software that enables its users to develop a better work relationship by using multiple channels. It is known as a simple and insightful customer relationship manager. It provides you with a user friendly and easy to use interface. This app brings all your contacts, calendar, communications and collaborations in one single platform. It gets information from leading social media sites such as Twitter, LinkedIn, and Facebook to automatically link this function to your business contacts. It also offers mobile-based sales force automation and a browser widget. Furthermore, the software includes an integrated social listening app that allows businesses to track which customers are following, mentioning or engaging with them.
Nimble pricing plan starts from $12 per user per month. It also offers a free trial for the ease of customers.
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Pros
- A super-fast and easy setup.
- Affordable pricing for all small businesses.
- Simple full-feature plans without any hidden cost.
Cons
- It uses an existing phone line.
- It does not provide video conferencing
- There is no option for team messaging.
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8
Prosperworks CRM
(352) 4.4 out of 5
4.3/5
3CX is an open standards communications solution that replaces proprietary PBX’s. Built for business connectivity and collaboration it integrates video conferencing, live chat and apps for Android, iOS, and the web. Available on premise (Windows / Linux) or hosted as a cloud solution.
The convenience of the product range and the efficiency of the services to cater to my company’s needs. The 3CX product works brilliantly in-office and remotely.
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ProsperWorks is a cloud-based top insightly CRM alternative that is designed to solidify and streamline sales and marketing processes. This software helps you to improve customer engagement and enhance the effectiveness of digital marketing activities in a minimum time. The platform provides you with the tools that are necessary to automate the key processes and address the requirements for quality decisions. With this tool, you can track leads, send emails, automate tasks, get complete visibility of marketing activities and utilise the helpful VoIP functionality.
Prosperwork provides a free trial of 14 days and offers three different pricing plans starting from $25 per user per month.
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Pros
- It provides a Google Chrome extension.
- It offers greater visibility of business operations.
- It efficiently integrates with your G Suite applications.
- Advanced features help you to quickly convert leads into a source of income.
Cons
- The app needs a telephone integration.
- The reporting options and export for the activity log can be improved.
- There is no option for internal automatic email.
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9
Base CRM
(352) 4.4 out of 5
4.3/5
3CX is an open standards communications solution that replaces proprietary PBX’s. Built for business connectivity and collaboration it integrates video conferencing, live chat and apps for Android, iOS, and the web. Available on premise (Windows / Linux) or hosted as a cloud solution.
The convenience of the product range and the efficiency of the services to cater to my company’s needs. The 3CX product works brilliantly in-office and remotely.
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Base CRM provides you with the right tools to enhance the productivity of your sales team and allow you to grow your business. It helps you to improve customer relationships by storing and syncing all notes, emails and call records. This platform also allows you to customise the stages of your sales and help you to collaborate with your team on various activities. Base CRM has features that enable you to transfer leads to the right agent. Through this top insightly CRM alternative, you can identify flaws and strengths in your business processes to accurately improve sales performance. It offers three different pricing plans, and pricing starts from £19 per user per month.
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Pros
- Easy to use and understandable system.
- It provides automatic email sorting and tracking.
- Seamless integration with third-party software.
Cons
- You can not search anything within the system without main keywords.
- It does not provide any bulk deletion option for untracked emails.
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10
Nutshell
(352) 4.4 out of 5
4.3/5
3CX is an open standards communications solution that replaces proprietary PBX’s. Built for business connectivity and collaboration it integrates video conferencing, live chat and apps for Android, iOS, and the web. Available on premise (Windows / Linux) or hosted as a cloud solution.
The convenience of the product range and the efficiency of the services to cater to my company’s needs. The 3CX product works brilliantly in-office and remotely.
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Nutshell CRM is an intelligent software that helps you to attract and retain customers. This is suitable for businesses of all sizes, and it is a preferred choice of growing sales companies. It smoothly integrates with the existing software such as Outlook, MS Office and G Suite. Features of Nutshell CRM includes sales automation, contact management, pipeline management, team collaboration, performance tracking and reporting. All these features make it a competitive Insightly CRM Alternative. Nutshell offers an affordable sales and marketing plan with no hidden costs. It has two different pricing plans, and pricing starts from $19 per user per month.
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Pros
- It provides robust sales analytics reports.
- It has the flexibility to fit every business model.
- It offers interactive pipeline management.
Cons
- Navigation from one section to another is quite lengthy.
- It offers a limited official API.
- Multi-Language options are limited.
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Now that you have learned all the details about the top 10 Insightly Alternatives. Every CRM software has its own pros and cons. After understanding the features and pricing plan, it is easier for you to select the one that best suits your business requirements.