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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insightly logo
CRM Software

4.1 6,036 user ratings

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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Nimble logo
CRM Software

4.5 396 user ratings

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Sponsored

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

monday sales CRM by monday.com logo

monday sales CRM by monday.com

CRM Software

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Sponsored

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zoho CRM logo

Zoho CRM

CRM Software

4.2 5,340 user ratings

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Overview

Description 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. Read more Nimble is a comprehensive Customer Relationship Management (CRM) solution for G Suite and Office 365 teams. It helps users connect with their customers wherever they are in the world and is the only CRM that works across every social network. It generates auto-enriched contact profiles by sourcing information from the internet. Users just need to search any name and the Nimble browser extension will present enough business insights, contact information and interaction history to get them started. The software helps its user gain a 360-degree view of their leads and customers by enabling them to allocate teams interaction history and contact information. Users can also update deal status in real-time, add notes to a record and access social handles. Nimble can also be utilised by personnel to forward personalised, template group emails from their own email account. Other important functionalities include email tracking, pipeline management, today page, to-dos management, calendars etc. Read 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. Read more Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $29.0. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $24.9.
  • Free Trial Available
  • Starts at $12.0. Offers Custom plan.
  • Free Trial Available
  • Starts at $14.0.
SW Score & Breakdown

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    86%
  • Momentum
    65%
  • Popularity
    87%

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    88%
  • Momentum
    64%
  • Popularity
    85%

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%
  • Reviews
    60%
  • Momentum
    65%
  • Popularity
    67%

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    94%
  • Momentum
    71%
  • Popularity
    90%
SaaSworthy Awards # 6 Most Popular # 6 Most Popular # 17 Highly Rated # 10 Most Popular
Not Available
# 1 Most Worthy # 5 Highly Rated

Features

Total Features
25 Features
25 Features
20 Features
27 Features
Common Features for All
    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
    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.
    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
    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
    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
  • + 17 More - Show Less
    • 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
      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.
      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
      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
      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
  • + 17 More - Show Less
    • 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
      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.
      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
      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
      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
  • + 14 More - Show Less
    • 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
      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.
      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
      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
      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
  • + 18 More - Show Less
  • Unique 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.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      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.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      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.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      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.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • Available
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.1/5 6,036 user ratings
    4.5/5 396 user ratings
    Not Available
    4.2/5 5,340 user ratings
    Ratings Distribution
    • Excellent

      33%
    • Very Good

      46.6%
    • Average

      14.9%
    • Poor

      3.3%
    • Terrible

      2.2%
    • Excellent

      60.7%
    • Very Good

      30.2%
    • Average

      7.1%
    • Poor

      1.2%
    • Terrible

      0.9%
    Not Available
    • Excellent

      45.5%
    • Very Good

      36.1%
    • Average

      12.7%
    • Poor

      3.4%
    • Terrible

      2.3%
    Review Summary

    Insightly users applaud its user-friendly interface, customization options, and efficient contact management. They appreciate the ease of tracking customer interactions, managing sales pipelines, and generating reports. The mobile app is praised for its convenience, allowing users to stay connected and productive on the go. However, some users mention occasional glitches and a learning curve for advanced features. Overall, Insightly is valued for its robust CRM capabilities, helping businesses enhance customer relationships and streamline sales processes.

    Nimble consistently earns praise for its user-friendly interface, intuitive design, seamless integration with popular business tools, and excellent customer support. Many reviewers highlight its effectiveness in managing contacts, tracking interactions, and fostering communication within sales teams. However, some users have expressed concerns regarding its limited reporting capabilities, occasional bugs, and the need for improved customization options. Overall, Nimble is widely recognized for its ease of use, efficient contact management, and seamless integration, making it a popular choice for businesses seeking a user-friendly CRM solution.

    Not Available

    Overall, reviewers found the software to be user-friendly, customizable, and scalable. Reviewers praised its affordability, extensive features, and ease of use. However, some users reported occasional glitches and a lack of advanced features. The software's customer support received mixed reviews, with some users lauding its responsiveness and others expressing dissatisfaction. Reviewers agreed the software is best suited for small and medium-sized businesses due to its simplicity and cost-effectiveness. The software was also seen as a capable solution for larger organizations, although it may lack some of the advanced features found in higher-priced competitors.

      Read All User Reviews Read All User Reviews Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $29.0. Offers Free-forever plan.
    • Free Trial Available
    • Starts at $24.9.
    • Free Trial Available
    • Starts at $12.0. Offers Custom plan.
    • Free Trial Available
    • Starts at $14.0.
    Pricing Plans
    Monthly Plans Annual Plans

    Free Free

    Plus (CRM) $29.00 $29.00 per user / month

    Professional (CRM) $49.00 $49.00 per user / month

    Enterprise (CRM) $99.00 $99.00 per user / month

    Plus (Marketing) $99.00 $99.00 per month

    Professional (Marketing) $499.00 $499.00 per month

    Enterprise (Marketing) $999.00 $999.00 per month

    Insightly AppConnect $249.00 $249.00 per user / month

    Plus (Service) $29.00 $29.00 per user / month

    Professional (Service) $49.00 $49.00 per user / month

    Enterprise (Service) $99.00 $99.00 per user / month

    Plus (Insightly All-in-One) $349.00 $349.00 per month

    Professional (Insightly All-in-One) $899.00 $899.00 per month

    Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month

    Nimble Business $24.90 $29.90 per user / month

    Basic CRM $12.00 $15.00 per user / month

    Standard CRM $17.00 $20.00 per user / month

    Pro CRM $28.00 $33.00 per user / month

    Enterprise CRM Custom

    Standard $14.00 $20.00 per user / month

    Professional $23.00 $35.00 per user / month

    Enterprise $40.00 $50.00 per user / month

    Ultimate $52.00 $65.00 per user / month

    CRM Plus $57.00 $69.00 per user / month

    CRM Flex $14.00 $14.00 per user / month

     
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    Screenshots & Videos

    Screenshots Marketing
    + 8 More
    Contact Record
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    Live Chat System
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    Videos Video Thumbnail
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    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2012 Located in: Santa Monica, California Founded in: 2008 Located in: Tel Aviv, Israel Located in: Pleasanton, California - 94588 Founded in: 2005
    Contact Details

    +1 888-999-4039

    https://www.insightly.com/

    +1 310-453-7722

    https://www.nimble.com/

    Not available

    https://monday.com/crm

    +1 877-834-4428

    https://www.zoho.com/crm/

    Social Media Handles

    Not available

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