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Average Ratings 3 Ratings
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Description
Utilizing a comprehensive integrated application allows you to oversee numerous aspects such as contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, and procurement, among others. By consolidating information and files with selective access rights for each user, your team can significantly boost productivity, while specialized applications facilitate specific tasks, such as conducting mass mailings, and enable seamless project coordination with both internal and external stakeholders. Furthermore, your organization can preserve valuable knowledge and experience by documenting essential business processes in templates, which can be continuously refined and updated through iterative use. The flexibility of our system means that all your business data can be tailored to fit your unique data model—whether in terms of the number, type, or names of fields—without needing any programming, as customization is achieved through user-friendly form creation. This adaptability ensures that your business can respond promptly to changing needs and maintain efficient operations.
Description
Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
Asana
No
BI Book
No
Bitium
No
COZYROC SSIS+ Suite
No
Desktop.com
No
FormKeep
No
Hippo
No
Ketch
No
PageCloud
No
Process Street
No
Integrations
Asana
Yes
BI Book
Yes
Bitium
Yes
COZYROC SSIS+ Suite
Yes
Desktop.com
Yes
FormKeep
Yes
Hippo
Yes
Ketch
Yes
PageCloud
Yes
Process Street
Yes
Pricing Details
$50 per month
Free Trial
No
Free Version
No
Pricing Details
$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Calvi Systems
Founded
2007
Country
Spain
Website
www.exxpertapps.com
Vendor Details
Company Name
Insightly
Founded
2010
Country
United States
Website
www.insightly.com
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
No
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Campaign Management
Channel Management
No
Contact Database
Yes
Email Marketing
Yes
Event Triggered Actions
Yes
Lead Management
Yes
Multi-Campaign
Yes
Collaboration
Brainstorming
No
Calendar Management
Yes
Chat / Messaging
No
Contact Management
Yes
Content Management
No
Document Management
Yes
Project Management
Yes
Real Time Editing
No
Task Management
Yes
Version Control
No
Video Conferencing
No
Conference
Abstract Management
No
Attendee Management
Yes
Badge Management
Yes
Catering Management
No
Client Management
Yes
Registration Management
Yes
Social Promotion
No
Space / Room Setup
No
Speaker Management
Yes
Sponsorship Management
No
Surveys & Feedback
Yes
Ticketing
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
Yes
Drip Campaigns
No
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
Yes
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
No
Reporting/Analytics
Yes
Subscriber Management
No
Template Management
Yes
WYSIWYG Email Editor
Yes
Event Management
Attendee Management
Yes
Badge Management
Yes
Conferences / Conventions
No
Exhibit / Vendor Management
No
Gamification
No
Room Block Management
No
Social Media Promotion
No
Sponsorship Management
No
Surveys & Feedback
Yes
Ticketing
Yes
Volunteer Management
No
Weddings / Parties
No
Internal Communications
App Integration
No
Blogs
No
Chat/Messaging
Yes
Email Management
Yes
Employee Directory
Yes
Event Calendar
Yes
Newsletter Management
Yes
Photo Gallery
Yes
Social Sharing
No
Survey Management
Yes
Telephony
No
Video Chat
No
Voice Chat
No
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
Yes
Content Management
No
Decision Tree
No
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
No
Self Service Portal
No
Landing Page
A/B Testing
No
Analytics
No
Drag & Drop
Yes
Form Creation
Yes
Real Time Editing
Yes
Responsive
Yes
SEO Management
No
Templates
Yes
Meeting
Action Item Tracking
Yes
Agenda Management
Yes
Attendee Management
Yes
Board Meetings
Yes
Committee Meetings
Yes
Internal Meetings
Yes
Invitation Management
Yes
Legislative Meetings
No
Materials Management
Yes
Meeting Feedback
No
Meeting Preparation Tools
Yes
Meeting Room Booking
Yes
Minutes Management
Yes
Post-Meeting Tools
Yes
Scheduling
Yes
Travel Management
No
Voting Management
No
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
No
Sales Force Automation
Call Management
No
Campaign Management
Yes
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No
Task Management
Collaboration
No
Create Subtasks
Yes
Gamification
No
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
Yes
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
Yes
Spreadsheet View
No
Task Board View
Yes
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
No
To-Do List View
Yes
Product Features
Business Management
Billing & Invoicing
No
CRM
Yes
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
Yes
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Healthcare CRM
Audience Targeting
No
Campaign Management
No
Marketing Automation
No
Medical History Records
No
Patient Communications
Yes
Patient Management
Yes
Physician Management
No
Predictive Analytics
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
No
Proposal Management
Yes
Territory Management
No
Training Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
Yes
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
Yes
Dynamic Modeling
Yes
Exception Reporting
No
Graphical Data Presentation
Yes
Modeling & Simulation
Yes
Performance Metrics
Yes
Sales Trend Analysis
Yes
Statistical Analysis
Yes
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
Yes
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
Yes
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
Yes
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes
