Insightly vs GeoCRM Comparison

Remove All	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 CRM Software (577 Ratings)	83% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove GeoCRM CRM Software	82% 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 monday sales CRM by monday.com CRM Software	92% 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 (863 Ratings)
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Remove All	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 CRM Software (577 Ratings)	83% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove GeoCRM CRM Software	82% 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 monday sales CRM by monday.com CRM Software	92% 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 (863 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

GeoCRM is a geographic Customer Relationship Management for all CRM related tasks that help you to manage your clients more effectively. The web and mobile platforms are accessible from anywhere, ensuring all your business data is securely stored on their trusted cloud-based storage. With color-coded pins to assist you to identify potential leads and sale opportunities, it has the capacity to increase sale volume using GeoCRM maps. You are in control of all your customer interactions as you are able to record customer notes, visits and even timeline of customer calls. Harnessing all these together with the GeoCRM analytics and insights can help make valuable sales driven decisions. Using the lead form feature of the GeoCRM software, you can capture promising leads at conferences, meetings e.t.c. and with the SMS Campaign Wizzard, you can send relevant marketing SMS based on your leads and customer interests. You can also upload customer details onto your customers’ profile and add new customers to your marketing database through the GeoCRM mobile app for safe-keeping and future reference to never lose out on sale opportunities. ..show more

Customer relationship management (CRM) can be summarised at its most basic level as the activity of managing contacts with customers and potential customers in order to boost sales and customer satisfaction. It also has the impact of improving the company's customer and market reputation. Companies used spreadsheets and lists to manage this process a few decades ago. CRM technology began to evolve in the early 1980s, with the advent of database marketing and the first contact management system. Without any development expertise, you can easily customise your CRM to work for you. You can edit deal stages, add as many columns as you like, manage many pipelines at the same time, and more. Integrate your email to communicate with your connections more effectively. Save time by automatically logging sent emails, keeping track of conversations, and using custom email templates. Receive automatic notifications when a lead opens or responds to an email so you can follow up at the appropriate moment. ..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

Cape Town , Western Cape

Tel Aviv, Israel

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

API

N/A

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	SingleUser Free Ideal for single users Features Web platform access Mobile platform access Map clients Capture notes Record visits SMS Campaigns Store Client Documents Set Reminders Record customer phone calls Dynamic Timelines Track Invoices Create customer directory Manage leads and opportunities Team $19 /User/Month Ideal for organizations Features Includes features of Single User plan, plus Team support Team PRO $49 /User/Month Ideal for organizations requiring an integrated CRM solution Features Includes features of Team plan, plus Integrate with your current client base Integrate with your product list View Customer Sales History Personal Customizations View Price Page	Individual CRM Free Upto 2 seats Store and visualize your own contacts Features Up to 2 team members Up to 1,000 contacts Web forms to capture leads Basic CRM $12.5 /User/Month For 3 Seats $30 per Month billed Yearly $37.5 per Month billed Mothly Organize all your team’s leads, contacts, & deals 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 Based upon the Number of Seats, the pricing plan varies. Standard CRM $17 /User/Month For 3 Seats $42 per Month billed Yearly $51 per Month billed Monthly Automate sales processes and streamline communication Features Advanced account, contact, & deal management 2-way email integration with Gmail and Outlook 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 Based upon the Number of Seats, the pricing plan varies. Pro CRM $30 /User/Month For 3 Seats $72 per Month billed Yearly $90 per Month billed Monthly Gain insights into your entire sales cycle and forecasting Features Sales forecasting Email tracking & automations 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 Based upon the Number of Seats, the pricing plan varies. Enterprise CRM Custom Manage pre- to post-sales with enterprise-level features 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	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 GeoCRM

Insightly

GeoCRM

monday sales CRM by monday.com

Freshsales

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES