Home/CRM Software/Insightly vs eWay-CRM
Updated on: May 26, 2022

Compare Insightly vs eWay-CRM

93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Insightly
Insightly CRM Software
(1235 Ratings)
86% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Remove
79% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Lifetime Deal πŸš€

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93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Insightly

Insightly

CRM Software
(1235 Ratings)
86% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Remove
79% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Start Free Trial

Start Free Trial

Lifetime Deal πŸš€

Lifetime Deal πŸš€

Overview

Summary

Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online without any upsets and conveniently. The inbuilt project management system helps you continuously monitor the workflow and publish at the right time. Unquestionably, this tool fits in different sectors like accounting, construction, education, health, real estate and many more. ..read more

eWay-CRM software is a platform that allows you to keep track of and exchange information about all of your customers and clients. The software includes features for keeping track of sales through emails, notes, and documents. With eWay-CRM, you may cooperate with your team to automate your sales pipeline for business workflows by collaborating on follow-up tasks. Your team has access to all of your contacts and businesses. It contains categories and custom fields, and it syncs with your smartphone. It has a built-in email tracking system. You get all deals and leads in one spot for your sales-related support. It works with Power BI, QuickBooks, and other programmes. It is compatible with Android and iOS mobile devices. It also provides you with reminders and automated workflows. You can keep track of your delivery and manage your tasks. A summary view of projects displays individual management goals, project profitability, invoicing and human resource planning, as well as financial results based on request type.. You can also control your company's marketing objectives. You can split your database and then quickly select a respondent list based on particular criteria. ..read more

Macanta is a customer relationship management (CRM) software that enables business owners to build a personalised platform for automating and developing their systems. These custom CRM can be created without any coding. Business owners can create custom data objects to display the information about their business, and not just their contacts and opportunities available. Macanta also comes with powerful automation capabilities that rightly match users’ requirements. The software enables business owners to apply notes to their contacts and track their history and progress. It allows users to create custom Dashboards, from where team members can get an overview of the key data points of business as well as learn what needs to be done to complete a certain task. Apart from dashboards, Kanban-style boards can also be created to represent different processes and business progress. Finally, custom interface layouts, inline editing, trigger conditions, trigger actions, email actions, field actions, open API and more are some of the other features available. ..read more

OneHash CRM is a software-as-a-service (SaaS) CRM and ERP solution that helps you increase sales, enroll clients faster and accomplish more with less. It assists the users in building long-term client connections by simplifying and automating operations and enhancing cooperation and communication among the parties involved. OneHash CRM reduces the expense of human lead assignment by using the power of logical sequencing to allocate leads automatically. It helps in improving pipeline management, and increasing income by combining cutting-edge technology with an aesthetically pleasing UI. It further enables the user in tracking leads and in creating invoices and estimates. You can also increase your audience engagement with better content and manage campaigns with OneHash. Users can additionally manage their contacts along with monitoring their call logging with OneHash. The software can easily be integrated with multiple other websites like Shopify, Slack, and much more. It also supports Android and iOS for better functioning of operations. They offer three pricing plan variations: the Startup plan is free, while the unlimited and ultimate plans are $10 and $25 per user per month respectively. ..read more

Features

Call Logging

Contact Management

Customer Support

Lead Scoring

List Management

Marketing Automation

Product Catalog

Project Management

Quotes (Proposals)

Referral Tracking

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California / +1 888-999-4039

Kansas City, MO / +1 (816) 286-4322

London, England

Delaware / +1 647 614 2152

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Plus (CRM)
$29 /User/Month

billed Yearly

Features

  • Lead management
  • Automatic duplicate detection
  • Mass emailing
  • Email templates
  • Visualize leads with kanban
  • Web to lead capture
  • Automatic social profile enrichment
  • Contact and organization management
  • Task and event management
  • Relationship linking
  • Attach files from cloud storage
  • Opportunity management
  • Customizable sales processes
  • Apply task and event activity sets
  • Assign sales teams
  • Batch update records with ease
  • Native Android and iOS mobile apps
  • Real-time mobile data synchronization
  • Mobile business card scanning: 15
  • Mobile contact and calendar integration
  • Mobile voice notes
  • Integrated project management
  • Milestones and associated task tracking
  • Calendar synchronization
  • Configurable project processes
  • Convert won opportunities to projects
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Integration with Google G-Suite Login, Calendar, and Docs
  • Integration with Microsoft Office 365 Login, Calendar, and OneDrive
  • Slack integration with AI bot
  • Insightly Outlook add-on
  • Insightly Gmail add-on
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • Over 250 integrations to business apps
  • Published web services API
  • Calendar sync
  • Contact sync
  • Gmail integration
  • Outlook integration
  • Cloud file storage integration
  • Standard support plan
Professional (CRM)
$49 /User/Month

billed Yearly

Features

  • Includes features of Plus plan, plus
  • Lead assignment and routing
  • Schedule outbound emails
  • Integrated phone dialer and call logging (Additional Cost)
  • Automatic call analysis and reporting (Additional Cost)
  • Mobile business card scanning: 25
  • Customizable real-time insight cards: 100
  • Build and share customized BI dashboards
  • Complete workflow automation
  • Custom object creation
  • Roles and permissions: Unlimited
  • Configurable profiles and page layouts: Unlimited
  • Configurable webhooks
  • Configurable outbound webhooks
  • Customized Support & Services Plan (Additional Cost)
  • Professional services(Additional Cost)
  • Developer API support (Additional Cost)
Enterprise (CRM)
$99 /User/Month

billed Yearly

Features

  • Includes features of Professional plan, plus
  • Mobile business card scanning: 50
  • Customizable real-time insight cards: Unlimited
  • Products, Price Books and Quotes
  • Custom validation rules
  • Calculated fields on any object
  • Deploy custom apps on any platform
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • Schedule serverless lambda functions
Plus (Marketing)
$299 /Month

billed Yearly

10,000 contacts included

Features

  • Email marketing
  • Mobile optimized content creation
  • Dynamic list segmentation
  • External form tracking
  • Hosted forms: 10
  • Hosted landing pages: 10
  • Journey builder
  • Lead nurturing
  • Lead de-duplication
  • Lead scoring and grading
  • Real-time CRM connector
  • Automation rules: 10
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • File hosting: 100 MB
  • Integration with Google G-Suite login
  • Integration with Microsoft Office 365 login
  • Standard support plan
Professional (Marketing)
$599 /Month

billed Annually

10,000 contacts included

Features

  • Includes features of Plus (Marketing) plan, plus
  • Email client rendering preview (Additional Cost)
  • Hosted forms : 50
  • Hosted landing pages : 50
  • Advanced prospect tracking
  • Analytics tracking domains : 3
  • Automation rules : 50
  • Customizable real-time insight cards : 100
  • Build and share customized BI dashboards
  • Advanced email analytics
  • Website traffic analysis
  • Custom object creation
  • Configurable webhooks
  • Roles and permissions : Unlimited
  • Configurable profiles and page layouts : Unlimited
  • File hosting : 500 MB
  • Zoom webinar integration
  • Customized Support and Service Plans (Additional Cost)
Enterprise (Marketing)
$1299 /Month

billed Annually

10,000 contacts included

Features

  • Includes features of Professional (Marketing) plan, plus
  • Email client rendering preview
  • Hosted forms : Unlimited
  • Hosted landing pages : Unlimited
  • Multiple scoring categories
  • Event based segmentation
  • Custom event triggering and reporting
  • Analytics tracking domains : 20
  • Automation rules : 100
  • Customizable real-time insight cards : Unlimited
  • Calculated fields
  • Custom validation rules
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • File hosting : 10 GB
  • SAML Single Sign-on
Insightly AppConnect
$249 /Month

25K Plan : $249 per Account per Month billed Yearly

  • 25,000 tasks per month

100K Plan : $799 per Account per Month billed Yearly

  • 100,000 tasks per month

500K Plan : $3,499 per Account per Month billed Yearly

  • 500,000 tasks per month

Features

  • Hundreds of App Connectors
  • Speed and Simplicity
  • Scalable and Secure
  • Additional 25,000 tasks per month for $249
  • Onboarding fee, $2500
Plus (Service)
$29 /User/Month

billed Yearly

Features

  • Custom ticket automations
  • Macros
  • Custom and scheduled reports
  • Service Level Agreement (SLA) management (some features included)
  • Business hours (single schedule in Plus) (some features included)
  • Dashboard cards (customize with Pro and Enterprise) (some features included)
  • Knowledge base articles (multiple versions, languages with Pro and Enterprise) (some features included) (some features included)
  • Customizable role-based permissions (some features included)
Professional (Service)
$49 /User/Month

billed Yearly

Features

  • Custom ticket automations
  • Macros
  • Custom and scheduled reports
  • Service Level Agreement (SLA) management
  • Business hours (single schedule in Plus)
  • Dashboard cards (customize with Pro and Enterprise)
  • Knowledge base articles (multiple versions, languages with Pro and Enterprise)
  • Customizable role-based permissions
  • Configurable page layouts
  • Community forums
  • Portal customization
  • Custom objects
  • Custom queues
  • Field-level security
  • Ticket sentiment and keyword analysis* (coming soon)
  • Customer satisfaction surveys* (coming soon)
  • Integrations
Enterprise (Service)
$99 /User/Month

billed Yearly

Features

  • Custom ticket automations
  • Macros
  • Custom and scheduled reports
  • Service Level Agreement (SLA) management
  • Business hours (single schedule in Plus)
  • Dashboard cards (customize with Pro and Enterprise)
  • Knowledge base articles (multiple versions, languages with Pro and Enterprise)
  • Customizable role-based permissions
  • Configurable page layouts
  • Community forums
  • Portal customization
  • Custom objects
  • Custom queues
  • Field-level security
  • Ticket sentiment and keyword analysis* (coming soon)
  • Customer satisfaction surveys* (coming soon)
  • Integrations
  • Custom validation rules
  • Calculated fields
  • Custom apps
  • Dynamic page layouts
  • Unlimited brands and portals
  • Comprehensive audit logging
View Price Page
Free
Free

For One User Only

Features

  • 200 MB Cloud Storage
  • No Mobile / Web Apps
  • Email Support Only
Basic
$24 /User/Month

$24 per User per Month billed Monthly

  • 10 GB Cloud Space (per company)

One-Time Payment : $369

  • Host on Your Own Server

Features

  • Outlook (Windows Only)
  • Supports Multiple Users
  • Advanced Customizations
  • Custom Fields
  • Custom Forms
  • Drop-Down Menus
  • Workflows
  • User Permissions
  • Premium Support
  • Free Updates
  • All Future Upgrades
  • Phone and Email Support
Essential
$28 /User/Month

$28 per User per Month billed Monthly

  • 10 GB Cloud Space (per company)
  • Mobile (iOS and Android)

One-Time Payment : $399

  • Host on Your Own Server
  • Mobile (iOS and Android)*

Features

  • Outlook (Windows Only)
  • Supports Multiple Users
  • 10 GB Cloud Space (per company)
  • Advanced Customizations
  • Custom Fields
  • Custom Forms
  • Drop-Down Menus
  • Workflows
  • User Permissions
  • Premium Support
  • Free Updates
  • All Future Upgrades
  • Phone and Email Support

Note : eWay-CRM Mobile* (a part of selected eWay-CRM Premium plans) is only provided to customers with on-going System Support. eWay-CRM Mobile update is not compatible with your old eWay-CRM Premium, will lose access to your mobile app.

Enterprise
$38 /User/Month

$38 per User per Month billed Monthly

  • 10 GB Cloud Space (per company)
  • Mobile (iOS and Android)

One-Time Payment : $539

  • Host on Your Own Server
  • Mobile (iOS and Android)*

Features

  • Outlook (Windows Only)
  • Mobile (iOS and Android)
  • Web
  • Add-in for Outlook 365
  • Supports Multiple Users
  • Advanced Customizations
  • Custom Fields
  • Custom Forms
  • Drop-Down Menus
  • Workflows
  • User Permissions
  • Premium Support
  • Free Updates
  • All Future Upgrades
  • Phone and Email Support
View Price Page
Macanta
Others

£ 59 Per Month, Per Active User

Features

  • Data Objects
  • Relationships
  • Automation Engine
  • Contact Notes and Tasks
  • Advanced Search
  • Dashboard Widgets
  • Workflow boards
  • Custom Interface Layout
  • Queries
  • Iniine Editing
  • Trgger Conditions
  • Trigger Actions
  • Webhooks Actions
  • Email Actions
  • Field Actions
  • Contact Actions
  • Open API
  • Template
  • Branding
  • SMS/Text
View Price Page
Startup
Free

Upto 7 Users / Month

Features

  • Multi Company
  • Multi Country
  • Multi Currency
  • Automation
  • Alerts
  • Notification
  • Workflows
  • Comment
  • List View
  • Calendar View
  • Kanban View
  • Tree View
  • Role Permission
  • Hierarchy Control
  • Sharing
  • Assigning
  • Attachments
  • Audit Trail
  • Logs
  • Dashboard
  • CEOs Cockpit
  • Charts
  • Data Table
  • Gantt Chart
  • Drip Campaign
  • Email & SMS
  • Integrations
  • APIs
  • Document Follow
  • User Permissions & Levels
  • Auto Repeat
  • Data Privacy
  • Calendar
  • To Do
  • Notes
  • Customer Self Service Portal
  • Chat
  • Global Search Tags
  • Filter
  • Reviewing
  • Versioning
  • Keyboard Shortcut
  • Web Chat
  • Email
  • User Guide / Knowledgebase
  • Implementation (Optional) : Starts from $1,000
Unlimited
$10 /User/Month

Plan comes with all features for all users

Features

  • Multi Company
  • Multi Country
  • Multi Currency
  • Automation
  • Alerts
  • Notification
  • Workflows
  • Comment
  • List View
  • Calendar View
  • Kanban View
  • Tree View
  • Role Permission
  • Hierarchy Control
  • Sharing
  • Assigning
  • Attachments
  • Audit Trail
  • Logs
  • Dashboard
  • CEOs Cockpit
  • Charts
  • Data Table
  • Gantt Chart
  • Drip Campaign
  • Email & SMS
  • Integrations
  • APIs
  • Document Follow
  • User Permissions & Levels
  • Auto Repeat
  • Data Privacy
  • Calendar
  • To Do
  • Notes
  • Customer Self Service Portal
  • Chat
  • Global Search Tags
  • Filter
  • Reviewing
  • Versioning
  • Keyboard Shortcut
  • Web Chat
  • Email
  • User Guide / Knowledgebase
  • Implementation (Optional) : Starts from $1,000
Ultimate
$25 /User/Month

Plan comes with all features for all users

Features

  • Multi Company
  • Multi Country
  • Multi Currency
  • Automation
  • Alerts
  • Notification
  • Workflows
  • Comment
  • List View
  • Calendar View
  • Kanban View
  • Tree View
  • Role Permission
  • Hierarchy Control
  • Sharing
  • Assigning
  • Attachments
  • Audit Trail
  • Logs
  • Dashboard
  • CEOs Cockpit
  • Charts
  • Data Table
  • Gantt Chart
  • Drip Campaign
  • Email & SMS
  • Integrations
  • APIs
  • Document Follow
  • User Permissions & Levels
  • Auto Repeat
  • Data Privacy
  • Calendar
  • To Do
  • Notes
  • Customer Self Service Portal
  • Chat
  • Global Search Tags
  • Filter
  • Reviewing
  • Versioning
  • Keyboard Shortcut
  • Web Chat
  • Email
  • User Guide / Knowledgebase
  • Phone / Voice
  • Screen Share
  • Dedicated Customer Success Manager
  • Implementation (Optional) : 20+ Users Billed Annually
View Price Page

SCREENSHOTS

Insightly Screenshots
View 9 screenshot(s)
eWay-CRM Screenshots
View 0 screenshot(s)
Macanta Screenshots
View 0 screenshot(s)
OneHash CRM Screenshots
View 9 screenshot(s)

INTEGRATIONS

  • Gmail
  • Google Calendar
  • Slack
  • Hubstaff
  • MailChimp
  • Evernote
  • Everhour
  • Google Drive
  • TimeCamp
  • Quickbooks
  • PandaDoc
  • SupportBee
  • Zapier
  • Automate.io
  • PieSync
  • Quote Roller
  • Xero
  • WordPress
  • Microsoft Power BI
  • 3CX
  • TeamViewer
  • Tableau
  • Quickbooks
  • Zapier
  • Poll Everywhere
  • Integrately
  • Zapier
  • Razorpay
  • Dropbox Business
  • Stripe Payments
  • PayPal
  • Slack
  • WooCommerce
  • Shopify
  • Plaid

ALTERNATIVES

Top alternatives to Insightly

Zoho CRM
Zoho CRM
Freshsales
Freshsales
MailChimp
MailChimp
Nutshell Apps
Nutshell Apps
Pipedrive
Pipedrive

Top alternatives to eWay-CRM

Zoho CRM
Zoho CRM
Salesforce
Salesforce
Pipedrive
Pipedrive
SugarCRM
SugarCRM
Keap
Keap