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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insightly logo
CRM Software

4.1 6,478 user ratings

Get Free Quote

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

BlueCamroo logo
CRM Software

4.8 10 user ratings

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Sponsored

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Act! logo

Act!

CRM Software

3.7 800 user ratings

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Sponsored

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Streak logo

Streak

CRM Software

4.6 900 user ratings

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Overview

Description Insightly stands out as a versatile and powerful CRM tool, adept at capturing and managing leads through every stage of the sales process. With Insightly, users benefit from comprehensive contact management capabilities, enabling them to effortlessly track essential lead information, including details derived from emails. The platform's seamless integration with popular cloud storage services like Dropbox, Box, Google Drive, and Microsoft OneDrive simplifies file uploads, ensuring a hassle-free experience. Beyond its CRM functionalities, Insightly features an inbuilt project management system that allows for continuous workflow monitoring and timely content publication. Its adaptability makes it an ideal choice for various sectors including accounting, construction, education, health, and real estate, solidifying its position as a fundamental tool for businesses aiming to streamline their operations and enhance productivity. Read more BlueCamroo software is a platform used to track customer’s entire journey with deals and upselling opportunities. The software offers Email Marketing tools to engage your clients for better experiences. Collaborate with your team with access controls to generate bills. Track expenses to measure the performance of business workflows. It integrates with Google Calendar, Slack. Gmail, and more. Marketers, Small and Medium companies make use of the software. Read more Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with Act! by using its interactive visual dashboard which displays snapshots of real-time metrics. You can also customize these reports in your unique way to get a better understanding of it. With Act! CRM, you get a number of powerful marketing and sales features that help you fuel your business growth. You can also send mobile-friendly campaigns that can drive sales to your contacts and groups. Read more Streak is a CRM software that’s entirely integrated within your gmail inbox. It relieves you of a number of stress as it brings everything related to your CRM function at one place, i.e. in your inbox. With Streak’s support pipeline, you can get access to the entire support history of the customer you’re talking with, which will allow you to help that customer better or even pitch in a new deal. Streak’s email tracking notifies you when your proposal is read, thus, giving you an idea of when to follow up and close the deal. It also lets you know if your support message has resolved an issue or if the contact hasn’t yet read your helpful message. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $29.0. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $5.0.
  • Free Trial Available
  • Starts at $30.0.
  • Free Trial Available
  • Starts at $49.0. Offers Free-forever plan.
SW Score & Breakdown

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    87%
  • Momentum
    65%
  • Popularity
    87%

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    96%
  • Reviews
    70%
  • Momentum
    63%
  • Popularity
    75%

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    82%
  • Momentum
    66%
  • Popularity
    86%

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    87%
  • Momentum
    70%
  • Popularity
    83%
SaaSworthy Awards # 6 Most Popular # 6 Most Popular
Not Available
# 11 Most Popular # 9 Most Popular # 11 Highly Rated # 13 Most Popular

Features

Total Features
25 Features
22 Features
24 Features
25 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 17 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 14 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 17 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 17 More - Show Less
  • Unique Features
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • Available
    • Available
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.1/5 6,478 user ratings
    4.8/5 10 user ratings
    3.7/5 800 user ratings
    4.6/5 900 user ratings
    Rating Distribution
    • Excellent

      33%
    • Very Good

      46.6%
    • Average

      14.9%
    • Poor

      3.3%
    • Terrible

      2.2%
    • Excellent

      80%
    • Very Good

      20%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      38.5%
    • Very Good

      27.3%
    • Average

      15.4%
    • Poor

      3.8%
    • Terrible

      15.1%
    • Excellent

      64.2%
    • Very Good

      29%
    • Average

      4.8%
    • Poor

      1.4%
    • Terrible

      0.6%
    User Sentiments

      Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features

      Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting

      Not Available

      Ease of Use, Comprehensive Contact Management, Excellent Customer Support, Customizable Database

      Software Glitches/Bugs, Outlook Integration Issues, Outdated User Interface, Limited Third-Party Integrations

      Seamless Gmail Integration, Effective Email Tracking, Customizable Pipelines, Efficient Mail Merge

      Occasional Software Crashes, Limited Mobile App Functionality, Occasional Slow Loading Times, Inconsistent Third-Party Integrations

    Review Summary

    Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness.

    Not Available

    Overall, reviewers commend the software's user-friendly interface, comprehensive features, and solid customer support. Users appreciate its customization options, ease of use, and helpful reporting capabilities. They also highlight its effective contact management, sales tracking, and marketing automation capabilities. Many users find the software beneficial for managing customer relationships and streamlining sales processes. However, some users mention occasional technical glitches and limited integration options as areas for improvement.

    Users generally agree that Streak is user-friendly, easy to set up, and seamlessly integrates with Gmail, making it a convenient tool for managing email communication and tasks. Many appreciate the robust features, such as customizable pipelines, email tracking, and task management capabilities. However, some users find the interface cluttered and report occasional glitches and bugs. Additionally, a few reviewers express concerns about the pricing structure, suggesting that it may not be suitable for small businesses or individuals with limited budgets.

      Read All User Reviews Read All User Reviews Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $29.0. Offers Free-forever plan.
    • Free Trial Available
    • Starts at $5.0.
    • Free Trial Available
    • Starts at $30.0.
    • Free Trial Available
    • Starts at $49.0. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Free Free

    Plus (CRM) $29.00 $29.00 per user / month

    Professional (CRM) $49.00 $49.00 per user / month

    Enterprise (CRM) $99.00 $99.00 per user / month

    Plus (Marketing) $99.00 $99.00 per month

    Professional (Marketing) $499.00 $499.00 per month

    Enterprise (Marketing) $999.00 $999.00 per month

    Insightly AppConnect $249.00 $249.00 per user / month

    Plus (Service) $29.00 $29.00 per user / month

    Professional (Service) $49.00 $49.00 per user / month

    Enterprise (Service) $99.00 $99.00 per user / month

    Plus (Insightly All-in-One) $349.00 $349.00 per month

    Professional (Insightly All-in-One) $899.00 $899.00 per month

    Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month

    CRM $5.00 $6.00 per user / month

    Sales $21.00 $25.00 per user / month

    Projects $21.00 $25.00 per user / month

    Support $8.00 $10.00 per user / month

    Complete CRM $41.00 $49.00 per user / month

    Act! Premium Cloud $30.00 $30.00 per user / month

    Act! Premium Desktop $37.50 $37.50 per user / month

    AMA Select (Marketing Automation Plan) $79.00 $79.00 per user / month

    Free Free

    Pro $49.00 $59.00 per user / month

    Pro+ $69.00 $89.00 per user / month

    Enterprise $129.00 $159.00 per user / month

     
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    Screenshots & Videos

    Screenshots Marketing
    + 8 More
    BlueCamroo screenshot
    + 3 More
    Not Available CRM for Hiring
    Videos Video Thumbnail
    + 5 More
    Video Thumbnail
    + 2 More
    Video Thumbnail
    + 4 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2012 Located in: Ontario, Canada Founded in: 2009 Located in: Denver, Colorado Founded in: 2001 Located in: San Francisco, California Founded in: 2011
    Contact Details

    +1 888-999-4039

    https://www.insightly.com/

    Not available

    https://www.bluecamroo.com/

    +1 866-873-2006

    https://www.act.com/

    +1 312-420-4956

    https://www.streak.com

    Social Media Handles

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