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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.

Description

Effortlessly oversee and manage your leads and sales funnel with our comprehensive CRM solution! Boost your revenue by taking charge of your sales pipeline. Enhance and nurture client relationships by monitoring essential customer information. Foster better teamwork by delegating tasks, tracking challenges, and much more. Enjoy secure access to your data anytime and anywhere with our cloud-based platform. Cultivate stronger client connections. Enhance collaboration among team members. Resolve customer issues with greater efficiency. Organize and store vital customer data more effectively. Elevate your revenue and profitability by optimizing your sales pipeline. Experience significant savings in both time and money compared to more complex and costly CRM systems that offer unnecessary features. StarterCRM is specifically crafted for small business owners and aspiring entrepreneurs seeking simplicity, efficiency, and an easy-to-use interface—all at an affordable monthly rate! By choosing StarterCRM, you're investing in a tool that aligns with your business needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AppointmentCore Yes 
Aritic Sales Yes 
Bold BI Yes 
BugHerd Yes 
Chargebee Yes 
Chat Agents Yes 
FlowMate Yes 
GA Connector Yes 
Gust Yes 
Hipsocial Yes 
LeadMaster Yes 
Lighthouse Yes 
LiveHelpNow Yes 
Membrain Yes 
OmniFocus Yes 
Pabbly Connect Yes 
Scoop.it Yes 
ServiceM8 Yes 
Setmore Yes 
Zoho CRM Yes 

Integrations

AppointmentCore No 
Aritic Sales No 
Bold BI No 
BugHerd No 
Chargebee No 
Chat Agents No 
FlowMate No 
GA Connector No 
Gust No 
Hipsocial No 
LeadMaster No 
Lighthouse No 
LiveHelpNow No 
Membrain No 
OmniFocus No 
Pabbly Connect No 
Scoop.it No 
ServiceM8 No 
Setmore No 
Zoho CRM 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
Free Trial Yes 
Free Version Yes 

Pricing Details

$24.95 per month
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Insightly

Founded

2010

Country

United States

Website

www.insightly.com

Vendor Details

Company Name

Lodestar Technology Labs

Founded

1996

Country

United States

Website

www.startercrm.com

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 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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