Insightly vs eWay-CRM Comparison

Remove All	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 CRM Software (1241 Ratings)	85% 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 CRM Software	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Act! CRM Software (441 Ratings)	93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Freshsales CRM Software (1395 Ratings)
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Remove All	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 CRM Software (1241 Ratings)	85% 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 CRM Software	91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Act! CRM Software (441 Ratings)	93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Freshsales CRM Software (1395 Ratings)
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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. ..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

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. ..show more

Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc. ..show more

Features

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
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
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
Referral Tracking Track and manage your referred customers.

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

Denver, Colorado / +1 866-873-2006

San Mateo, California / +1 650-513-0514

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 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 Complete workflow automation Custom objects Supports AppConnect low-code, no-code integration Enterprise (CRM) $99 /User/Month billed Yearly Features Includes features of Professional plan, plus Customizable real-time insight cards: Unlimited Custom fields: 200 Comprehensive audit logging Field-based permissions Calculated fields Products, pricebooks, and quotes Custom validation rules AWS lambda authoring and execution SAML and SCIM single-sign on 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 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 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 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: $249 Required onboarding: $2500 Plus (Service) $29 /User/Month billed Yearly 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 billed Yearly Features Includes features of Plus plan, plus 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 billed Yearly Features Includes features of Professional plan, plus Comprehensive audit logging Role-based permissions: 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 onboarding – required: $2500 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 onboarding – required: $2500 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 onboarding – required: $2500 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	Act! Premium Desktop $37.5 /User/Month CRM + Marketing Automation* Experience the security and control of an on-premises solution where you deploy and manage the software. Features Act! Marketing Automation (Basic tier) Rich account management Calendar & activity tracking Dynamic sales pipeline management Act! Insight analytics Office, Outlook®, & Google™ integration Act! Companion mobile app Data import tool Expert technical support3 Act! Premium Cloud $30 /User/Month $40 (w/desktop sync) CRM + Marketing Automation* Enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details. Features Includes features of Act! Premium Desktop plan, plus Automatic upgrades Nightly backups Disaster recovery 6GB Cloud storage Desktop sync (optional $) View Price Page	Free Free Get sales teams organized and engage leads fast with built-in chat, email, and phone Features Contact & Account Management Contact Lifecycle Stages Built-in Chat, Email, & Phone 24x5 Support Mobile App Growth $18 /User/Month Powerful CRM automation to help growing sales teams avoid repetitive work and spend more time selling Features Includes features of Free plan, plus Visual Sales Pipeline AI-powered Predictive Contact Scoring Sales Sequences Up to 2,000 Bot Sessions/Month (Freddy) WhatsApp Business Add-On : CPQ (Beta): $19 per user per month Create document templates Sync invoices with deals Track document activity Pro $47 /User/Month Everything you need to manage multiple sales teams and grow revenue like a pro Features Includes features of Growth plan, plus Multiple Sales Pipelines Time-based Workflows AI-powered Deal Insights & Next Best Action Up to 3,000 Bot Sessions/Month (Freddy) Sales Teams & Territory Management Includes features of Add-ons Enterprise $83 /User/Month CRM your way with advanced customization, governance, and controls Features Includes features of Pro plan, plus Custom Modules AI-based Forecasting Insights Audit Logs Up to 5,000 Bot Sessions/Month (Freddy) Dedicated Account Manager View Price Page

Compare Insightly vs eWay-CRM

Insightly

eWay-CRM

Act!

Freshsales

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES