Home/CRM Software/Insightly vs eWay-CRMUpdated on: April 13, 2024

Compare Insightly vs eWay-CRM

92% 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 (511 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
eWay-CRM
eWay-CRM CRM Software (1 Ratings)
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Pipedrive CRM
Pipedrive CRM CRM Software (4989 Ratings)
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
monday sales CRM by monday.com
monday sales CRM by monday.com CRM Software
Get Free Quote

Get Free Quote

Get Free Quote

Get Free Quote

92% 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 (511 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
eWay-CRM

eWay-CRM

CRM Software (1 Ratings)
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Pipedrive CRM

Pipedrive CRM

CRM Software (4989 Ratings)
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
monday sales CRM by monday.com

monday sales CRM by monday.com

CRM Software
Get Free Quote

Get Free Quote

Get Free Quote

Get Free Quote

Overview

Summary

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. ..show 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. ..show more

Pipedrive revolutionizes the sales process by providing a comprehensive platform that lets to track the sales pipeline, manage leads, and automate tasks all in one place. This high-powered tool ensures that never miss a follow-up and that focus is always on the right leads with its automated sales conversation capabilities. Real-time sales reports deliver insights directly to the fingertips, offering full transparency into the nuanced dynamics of the sales funnel. With Pipedrive, equipped with superior forecasting, explicit goal-setting, team monitoring, and advanced sales metrics tools that empower to make data-driven decisions swiftly and with confidence. The kanban-style dashboard is not just visually intuitive but also matches each step of the buyer's journey, allowing to seamlessly adjust the pipelines in alignment with deal progression, while timely notifications keep on top of follow-ups. Integration with essential apps streamlines the workflow, while importing data from spreadsheets or other software is a breeze, ensuring a smooth transition. With Pipedrive, not just managing a pipeline; are overseeing a seamlessly integrated sales ecosystem, where linking products or services to deals is simple, giving the leverage to navigate negotiations effectively and paint the bigger picture of the business achievements. ..show more

Maximize their sales potential with monday sales CRM by monday.com, an innovative sales platform where customization meets efficiency no coding required. Ideal for the dynamic sales professional aiming to transcend traditional CRM boundaries, this tool empowers them to convert ideas and meetings into immediate, actionable tasks, propelling deal advancement with exceptional speed. Harness the power of AI-driven smart email templates that assure impactful correspondence, ensuring them strike the perfect tone with every client interaction. With monday sales CRM's intuitive design, them can effortlessly personalize their CRM experience to suit their unique workflow. The platform’s versatility allows for full customization; edit deal stages, introduce unlimited columns, and manage multiple pipelines simultaneously, tailoring the experience entirely to their business needs. The ability to adapt quickly and efficiently in the ever-evolving sales landscape is paramount, and monday sales CRM places that capability squarely in their hands. Whether you’re a solo entrepreneur or part of a bustling sales team, they’ll find that each feature within monday sales CRM is designed to streamline their process and make their job easier. Step into a world of organized, personalized, and smarter sales management with monday sales CRM. Take charge of their sales strategy and witness their productivity soar as every lead and deal is managed with precision and agility. It's more than just a CRM; it's their partner in sales success. ..show more

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.

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

Customization Helps to customize the system for use in industry-specific use cases

Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Document Management Ability to store and manage various information and documents in electronic format.

IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis

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

Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.

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

Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

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

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

New York, NY

Tel Aviv, Israel

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

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

Free
Free

Features

  • Up to 2 users
  • Up to 2,500 records
  • 5 email templates
  • 10 emails per day
  • 2 custom fields
  • Custom page layouts
Plus (CRM)
$29 /User/Month

Billed Yearly

Features

  • Lead management
  • Automated, customized emails
  • Email templates
  • Web-to-lead capture
  • Kanban view
  • Native Marketing and Service integration
  • Real-time connector to Marketing
  • Contact and organization management
  • Opportunity management
  • Customizable sales processes
  • Task management
  • Relationship linking: contacts, organizations
  • Batch update records
  • Attach files from the cloud
  • Insightly mobile app
  • Real-time data synchronization
  • Mobile business card scanning
  • Mobile contact and calendar integration
  • Mobile voice notes
  • Built-in business intelligence dashboards
  • Configurable, customizable reports
  • Convert won opportunities to projects
  • Native project management
  • Configurable, automated workflows
  • Google, MS 365 integrations
  • PandaDoc, QBO, and Xero integrations
  • Role-based permissions: 2
  • Configurable profiles/page layouts: 2
  • Custom fields: 50
  • REST public API
Professional (CRM)
$49 /User/Month

Billed Yearly

Features

  • Includes features of Plus plan, plus
  • Lead assignment and routing
  • Schedule outbound emails
  • Custom queues
  • Customizable, real-time insight cards: 100
  • Role-based permissions: Unlimited
  • Configurable profiles/page layouts: Unlimited
  • Custom page layouts
  • Custom fields: 100
  • Webhooks
  • Supports AppConnect low-code, no-code integration
  • Complete workflow automation
  • Custom objects
Enterprise (CRM)
$99 /User/Month

Billed Yearly

Features

  • Includes features of Professional plan, plus
  • Customizable real-time insight cards: Unlimited
  • Custom fields: 200
  • Custom apps
  • Field-based permissions
  • Calculated fields
  • Products, pricebooks, and quotes
  • Custom validation rules
  • AWS lambda authoring and execution
  • SAML and SCIM single-sign on
  • Comprehensive audit logging
  • Sandboxes
Plus (Marketing)
$99 /Month

Billed Yearly

Record limit: 100,000

Features

  • Marketing prospects included: 2000
  • Monthly email send volume: 5x prospects purchased
  • Email marketing automation
  • Journey builder
  • Email health reporting
  • Dynamic list segmentation
  • Hosted files
  • Hosted forms: 10
  • Hosted landing pages: 10
  • Preview email before sending
  • A/B email testing
  • Email and landing page designer
  • Prospect scoring
  • Native CRM and Service integration
  • Real-time CRM connector
  • Webinar integration
  • Behavioral marketing analytics and automation
  • REST API
  • Built-in business intelligence dashboards
  • Configurable, customizable reports
  • Role-based permissions: 2
  • Configurable profiles and page layouts: 2
  • Custom fields: 50
Professional (Marketing)
$499 /Month

Billed Yearly

Record limit: 250,000

Features

  • Marketing prospects included: 10,000
  • Monthly email send volume: 10x prospects purchased
  • Includes features of Plus (Marketing) plan, plus
  • Hosted forms : 50
  • Hosted landing pages : 50
  • Custom prospect scoring models: 5 custom models
  • Multivariate email testing
  • Prospect profiles and grading
  • Advanced prospect tracking
  • Analytics tracking domains: 3
  • Webhooks
  • Customizable, real-time insight cards: 100
  • Role-based permissions: Unlimited
  • Configurable profiles and page layouts: Unlimited
  • Custom fields: 100
  • Custom objects
  • Zoom webinar registration
  • Supports AppConnect low-code, no-code integration
Enterprise (Marketing)
$999 /Month

Billed Yearly

Unlimited records

Features

  • Marketing prospects included: 20,000
  • Monthly email send volume: 15x prospects purchased
  • Includes features of Professional (Marketing) plan, plus
  • Hosted forms : Unlimited
  • Hosted landing pages : Unlimited
  • Custom prospect scoring models: 10 custom models
  • Comprehensive audit logging
  • Analytics tracking domains: 20
  • AWS lambda authoring and execution
  • Customizable, real-time insight cards: Unlimited
  • Custom fields: 200
  • SAML and SCIM single-sign on
  • Calculated fields
  • Custom validation rules
  • Supports AppConnect low-code, no-code integration
Insightly AppConnect
$249 /User/Month

Per Account Per 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: $249
  • Required onboarding: $2500
Plus (Service)
$29 /User/Month

Per Agent Per Month Billed Annually

Features

  • Comprehensive ticket editor
  • Ticket auto-assignment
  • Ticket email auto-response
  • Escalation rules and queues
  • Knowledge base
  • SLA tracking and management
  • Web-to-object and ticket
  • Configurable email settings
  • Built-in business intelligence dashboards
  • Configurable, customizable reports
  • Create new opptys and tasks from existing tickets
  • Role-based permissions: 2
  • Configurable roles and page layouts: 2
  • Email templates
  • Custom fields
  • public API
  • Macros
Professional (Service)
$49 /User/Month

Per Agent Per Month Billed Annually

Features

  • Includes features of Plus plan, plus
  • Customer satisfaction surveys
  • Configurable roles and page layouts: Unlimited
  • Custom ticket automations
  • Portal customization
  • Custom objects
  • Custom queues
  • Supports AppConnect low-code, no-code integration
Enterprise (Service)
$99 /User/Month

Per Agent Per Month Billed Annually

Features

  • Includes features of Professional plan, plus
  • Comprehensive audit logging
  • Role-based permissions: Unlimited
  • Configurable roles and page layouts: Unlimited
  • Custom validation rules
  • Calculated fields
  • Unlimited brands and portals
  • AWS lambda authoring and execution
  • SAML and SCIM single-sign on
Plus (Insightly All-in-One)
$349 /Month

billed Yearly

  • Insightly CRM – Plus
  • Insightly Marketing – Plus
  • Insightly Service – Plus
  • Insightly AppConnect – 25k

Add-ons

  • CRM users: 2 users included
  • Additional CRM Users: $29 per User per Month
  • Marketing prospects: 2,000 prospects included
  • Additional Marketing prospects: Up to 100,000
  • Service agents: 2 agents included
  • Additional Service agents: $29 per User per Month
  • AppConnect technical setup – required: $3,000
  • Guided product onboarding – required: $1500
  • Premier Success Program – required: 20% of license ($3,000 minimum annually)
Professional (Insightly All-in-One)
$899 /Month

Billed Yearly

  • Insightly CRM – Professional
  • Insightly Marketing – Professional
  • Insightly Service – Professional
  • Insightly AppConnect – 25k

Add-ons

  • CRM users: 5 users included
  • Additional CRM Users: $49 per User per Month
  • Marketing prospects: 10,000 prospects included
  • Additional Marketing prospects: Up to 250,000
  • Service agents: 5 agents included
  • Additional Service agents: $49 per User per Month
  • AppConnect technical setup – required: $3,000
  • Guided product onboarding – required: $1500
  • Premier Success Program – required: 20% of license ($3,000 minimum annually)
Enterprise (Insightly All-in-One)
$2599 /Month

Billed Yearly

  • Insightly CRM – Enterprise
  • Insightly Marketing – Enterprise
  • Insightly Service – Enterprise
  • Insightly AppConnect – 100k

Add-ons

  • CRM users: 10 users included
  • Additional CRM Users: $99 per User per Month
  • Marketing prospects: 20,000 prospects included
  • Additional Marketing prospects: Up to 1,000,000
  • Service agents: 10 agents included
  • Additional Service agents: $99 per User per Month
  • AppConnect technical setup – required: $3,000
  • Guided product onboarding – required: $1500
  • Premier Success Program – required: 20% of license ($3,000 minimum annually)
View Price Page
Free
Free

Lite version with limited features. Great for startups, non-profits, or teams with limited budgets.

For unlimited users

Features

  • Manual email saving
  • Convert email to contact, task, deal
  • Synchronization with Outlook calendar (1 calendar)
  • User Views (1 per module)
  • Workflows - Basic (1 per module)
  • Custom fields (10 in total)
  • Custom forms (1 per module)
  • Zapier
  • PowerBI
  • WordPress
  • Online resources
  • Community support
  • 200 MB for your documents and emails
Basic
$20 /User/Month

$216 per User per Year

$15 ($540) per User billed 3 Years

Starting edition for small teams that need basic customizations and live support.

Features

  • Includes features of Free plan, plus
  • Caller identification (iOS, Android)
  • Task reminders
  • Synchronization with Outlook calendar (3 calendars)
  • Row summaries
  • User views (3 per module)
  • Workflows - Basic (3 per module)
  • Custom fields (30 in total)
  • Custom forms (3 per module)
  • Basic permissions
  • Important fields (3 per module)
  • Mandatory fields (3 per module)
  • Live Support
    • Email
    • Helpdesk
  • 10 GB for your documents and emails
Professional
$27 /User/Month

$288 per User per Year

$20 ($720) per User billed 3 Years

Advanced plan for teams that need professional CRM and phone support.

Features

  • Includes features of Basic plan, plus
  • Automatic email saving
  • Recurrent tasks
  • Synchronization with Outlook calendar (5 calendars)
  • Synchronization with Outlook contacts
  • Duplicity checker
  • Conditional formatting
  • Shared views (5 per module)
  • User views (5 per module)
  • Workflows - Basic or Advanced (5 per module)
  • Workflow rules and actions
  • Custom fields (50 in total)
  • Custom forms (5 per module)
  • User groups and module permissions
  • Important fields (5 per module)
  • Mandatory fields (5 per module)
  • API
  • 3CX
  • QuickBooks
  • Phone support ("Book a call")
  • 25 GB for your documents and emails (extendable)
Enterprise
$40 /User/Month

$432 per User per Year

$30 ($1080) per User billed 3 Years

Ultimate plan for those who want all features without compromises.

Features

  • Includes features of Professional plan, plus
  • Force automatic email saving for all team members
  • Subtasks
  • Synchronization with Outlook calendar (unlimited)
  • Add-ins for Word and Excel
  • Document versioning
  • Private items
  • Shared views (unlimited)
  • User views (unlimited)
  • Workflows - Basic or Advanced (unlimited)
  • Workflow group-level actions
  • Custom fields (unlimited)
  • Field level permissions
  • Custom forms (unlimited)
  • Important fields (unlimited)
  • Mandatory fields (unlimited)
  • Unique fields (unlimited)
  • Currencies (unlimited)
  • eWay-Gate
  • PBX TAPI
  • Phone support ("Call any time")
  • 50 GB for your documents and emails (extendable)
View Price Page
Essential
$24 /User/Month

Get organized and set up simple sales processes quickly

Features

  • Lead, deal, contact, calendar, and pipeline management
  • Seamless data import and 400+ integrations
Advanced
$39 /User/Month

Never miss the next step with easy-to-use email and automations

Features

  • Includes features of Essential plan, plus
  • Full email sync with templates, open and click tracking, and group emailing
  • Automation builder, including email sequences
  • Meeting, email, and video call scheduling
Professional
$64 /User/Month

Optimize performance with more customizations and reporting

Features

  • Includes features of Advanced plan, plus
  • Streamlined lead routing and account access controls for teams
  • Document and contract management with e-signatures
  • Revenue forecasts and deeper reporting capabilities
  • Extra deal and field customization options
Power
$79 /User/Month

Empower larger teams with flexible collaboration and support

Features

  • Includes features of Professional plan, plus
  • Project planning, tracking, and delivery
  • Phone support
  • Scalable control of account permissions and visibilities
  • Ideal for increasingly busy pipelines and complex team structures
Enterprise
$129 /User/Month

Experience Pipedrive without limits and have ultimate peace of mind

Features

  • Includes features of Power plan, plus
  • Enhanced security preferences
  • Complete access to all features
  • Unlimited reports and customizations
  • Double the number of automations per seat
View Price Page
Basic CRM
$15 /User/Month
  • For 3 Seats, Pricing varies based on number of seats
  • $36 per Month billed Yearly
  • $45 per Month billed Mothly

Features

  • Unlimited customizable pipelines
  • Unlimited contacts
  • Unlimited boards
  • Templates for lead, contact & deal management
  • iOS & Android apps
  • Unlimited free viewers
  • Create a dashboard based on 1 board
Standard CRM
$20 /User/Month
  • For 3 Seats, pricing varies based on number of seats
  • $51 per Month billed Yearly
  • $60 per Month billed Monthly

Features

  • Advanced account, contact, & deal management
  • 2-way email integration with Gmail and Outlook
  • AI email generator
  • Activity management
  • Quotes & invoices
  • Merge duplicate data
  • Custom CRM automations (250 actions per month)
  • Custom CRM integrations (250 actions per month)
  • Create a dashboard that combines 5 boards
Pro CRM
$33 /User/Month
  • For 3 Seats, pricing varies based on number of Seats
  • $84 per Month billed Yearly
  • $99 per Month billed Monthly

Features

  • Sales forecasting
  • Email templates with custom parameters
  • Email tracking & automations
  • Mass emails
  • HTML editor for mass email
  • Mass email tracking
  • Google Calendar sync
  • Sales analytics
  • Customizable email signatures
  • Custom CRM automations (25,000 actions per month)
  • Custom CRM integrations (25,000 actions per month)
  • Create a dashboard that combines 10 boards
Enterprise CRM
Custom

Features

  • Lead scoring
  • Team goals
  • Advanced analytics (dashboards up to 50 boards)
  • Account management
  • Documents for sales
  • Enterprise-scale automations & integrations
  • Enterprise-grade security & governance
  • Multi-level permissions
  • HIPAA Compliance
View Price Page

SCREENSHOTS

Insightly Screenshots
View 9 screenshot(s)
eWay-CRM Screenshots
Pipedrive CRM Screenshots
View 6 screenshot(s)
monday sales CRM by monday.com Screenshots
View 3 screenshot(s)

INTEGRATIONS

  • Cisco Webex Teams
  • Google Cloud Dialogflow
  • Slack
  • Confluence
  • Sage Intacct
  • Drift
  • Jira Service Desk
  • Statuspage
  • Guru
  • Aircall
  • Cisco Webex Meetings
  • UiPath RPA
  • FullStory
  • SupportBee
  • Zapier
  • Automate.io
  • Amazon SES
  • PieSync
  • MessageMedia
  • Google Calendar
  • Vendr
  • Quip
  • MailChimp
  • Adobe Sign
  • Evernote
  • Amazon Lex
  • Pigeonhole Live
  • YouCanBook.me
  • AfterShip
  • Calendly
  • Tradeshift
  • Gmail
  • Asana
  • Miro
  • SolarWinds Pingdom
  • Segment
  • BigCommerce
  • Hubstaff
  • Mattermost
  • Greenhouse
  • Splunk Cloud
  • ADP Workforce Now
  • SalesLoft
  • Workday HCM
  • Quickbooks
  • PandaDoc
  • Zoom
  • Xero
  • Intercom
  • Freshdesk
  • Datadog APM
  • Zendesk Sunshine
  • NetSuite
  • Google Slides
  • Freshservice
  • GoToWebinar
  • Everhour
  • Google Drive
  • WooCommerce
  • TimeCamp
  • Shopify
  • Quote Roller
  • WordPress
  • Microsoft Power BI
  • 3CX
  • TeamViewer
  • Tableau
  • Quickbooks
  • Zapier
  • Adobe Sign
  • Poll Everywhere
  • Intercom
  • Gmail
  • Microsoft Teams
  • Asana
  • Slack
  • Trello
  • Google Drive
  • HubSpot CRM
  • Google Meet
  • PandaDoc
  • Quickbooks
  • Zapier
  • Zoom
  • MailChimp

ALTERNATIVES

Top alternatives to Insightly

Monday Hero
Monday Hero
Zoho CRM
Zoho CRM
Pipedrive CRM
Pipedrive CRM
Salesforce
Salesforce
HubSpot CRM
HubSpot CRM

Top alternatives to eWay-CRM

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