Insightly vs Method CRM 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)	88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Method CRM CRM Software (124 Ratings)	96% 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 Pipedrive CRM CRM Software (2742 Ratings)	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)	88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Method CRM CRM Software (124 Ratings)	96% 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 Pipedrive CRM CRM Software (2742 Ratings)	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

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups. ..show more

Pipedrive is a sales-focused CRM tool that teams of all sizes love using. With 100,000+ paying customers spanning 179 countries, sales teams are drawn in by our CRM's simple yet powerful design that prioritizes usability. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling, with a CRM software that's both agile and powerful. ..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

Ontario, Canada / +1 888-925-6238

New York, New York

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	Contact Management $28 /User/Month Simple lead and customer management to help you close deals and drive repeat business. Features QuickBooks integration Lead management Contact management Online portals Communication & productivity Reports Customization Integrations Support Administration & extras Professional customization services (Additional Cost) CRM Pro $49 /User/Month Powerful QuickBooks CRM to help you simplify your sales process and get paid faster. Features QuickBooks integration Lead management Financial management Contact management Sales pipeline Online portals Communication & productivity Reports Customization Integrations Support Administration & extras Professional customization services (Additional Cost) CRM Enterprise $85 /User/Month For growing businesses who want to automate every workflow from sales management to customer service. Features QuickBooks integration Lead management Financial management Contact management Sales pipeline Online portals Communication & productivity Reports Customization Integrations Support Administration & extras Professional customization services (Additional Cost) View Price Page	Essential $21.9 /User/Month Get organized and set up simple sales processes Features Lead, deal, contact, calendar and pipeline management Seamless data import and 400+ integrations 24/7, multi-language support Advanced $37.9 /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 Automations builder, including email sequences Meeting, email and video call scheduling Professional $59.9 /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 $74.9 /User/Month Empower larger teams with flexible collaboration and support Features Includes features of Professional plan, plus Project planning, tracking and delivery Phone support and CRM implementation Scalable control of account permissions and visibilities Ideal for increasingly busy pipelines and complex team structures Enterprise $119 /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 user 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 Method CRM

Insightly

Method CRM

Pipedrive CRM

Freshsales

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES