Home/CRM Software/Insightly vs eWay-CRMUpdated on: March 23, 2023

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 Remove
Insightly
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
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Act!
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 Remove
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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 (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
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Act!

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 Remove
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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

SCREENSHOTS

Insightly Screenshots
View 9 screenshot(s)
eWay-CRM Screenshots
View 0 screenshot(s)
Act! Screenshots
View 0 screenshot(s)
Freshsales Screenshots
View 40 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
  • Adobe Sign
  • Poll Everywhere
  • Gmail
  • Google Calendar
  • DocuSign
  • Zoom
  • Gmail
  • Freshchat
  • Freshdesk
  • Slack
  • Segment
  • MailChimp
  • DocuSign
  • Gong
  • PayPal
  • Freshdesk Contact Center (Formerly Freshcaller)
  • PandaDoc
  • Quickbooks
  • Zapier
  • Freshconnect
  • Zoom
  • Xero

ALTERNATIVES

Top alternatives to Insightly

Freshsales
Freshsales
Zoho CRM
Zoho CRM
Zoho Books
Zoho Books
Monday Hero
Monday Hero
Pipedrive
Pipedrive

Top alternatives to eWay-CRM

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