Insightly vs Oracle CX Sales 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 (6478 Ratings)	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Oracle CX Sales CRM Software (37 Ratings)	98% 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 Zoho CRM CRM Software (6128 Ratings)	95% 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 (6249 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 (6478 Ratings)	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Oracle CX Sales CRM Software (37 Ratings)	98% 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 Zoho CRM CRM Software (6128 Ratings)	95% 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 (6249 Ratings)
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Overview

Summary

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. ..show more

Oracle CX Sales guides sellers with the most intelligent and relevant recommendations for sales. The set of tools provided by Oracle CX Sales is all powered by machine learning that mostly focuses on clean and reliable customer data for clients to trust on. The platform further enables clients to automate every task related to product and work management, allowing sales representatives to access critical records easily. So that client organisations can focus their real concern towards information and more time selling. The featured functions thus include sales force automation, sales planning, customer data management, data fox data management, sales performance management and virtual sales capabilities. Further, it enables clients to unify instant customer intelligence with data sourced from ERP and HR systems for generating ideal quotas, aligning sales compensation and managing territories to meet and, of course, exceed immediate business goals. Some of the notable tools include digital sales assistants, adaptive search and a lot more of them that provide a seamless B2B or B2C experience. ..show 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. ..show more

Pipedrive revolutionizes the sales process by providing a comprehensive platform that lets to track the sales pipeline, manage leads, and automate tasks all in one place. This high-powered tool ensures that never miss a follow-up and that focus is always on the right leads with its automated sales conversation capabilities. Real-time sales reports deliver insights directly to the fingertips, offering full transparency into the nuanced dynamics of the sales funnel. With Pipedrive, equipped with superior forecasting, explicit goal-setting, team monitoring, and advanced sales metrics tools that empower to make data-driven decisions swiftly and with confidence. The kanban-style dashboard is not just visually intuitive but also matches each step of the buyer's journey, allowing to seamlessly adjust the pipelines in alignment with deal progression, while timely notifications keep on top of follow-ups. Integration with essential apps streamlines the workflow, while importing data from spreadsheets or other software is a breeze, ensuring a smooth transition. With Pipedrive, not just managing a pipeline; are overseeing a seamlessly integrated sales ecosystem, where linking products or services to deals is simple, giving the leverage to navigate negotiations effectively and paint the bigger picture of the business achievements. ..show more

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.
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
Customization Helps to customize the system for use in industry-specific use cases
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.
IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
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
Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
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
Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
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

TECHNICAL DETAILS

Access Monitoring
24/7 (Live rep)
Business Hours
Online

Contact Number/Address

San Francisco, California / +1 888-999-4039

Redwood Shores, California / +1 650-506-7000

Pleasanton, California - 94588 / +1 877-834-4428

New York, NY

API

Deployment
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
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
	Free Free Features Up to 2 users Up to 2,500 records 5 email templates 10 emails per day 2 custom fields Custom page layouts 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 Supports AppConnect low-code, no-code integration Complete workflow automation Custom objects Enterprise (CRM) $99 /User/Month Billed Yearly Features Includes features of Professional plan, plus Customizable real-time insight cards: Unlimited Custom fields: 200 Custom apps Field-based permissions Calculated fields Products, pricebooks, and quotes Custom validation rules AWS lambda authoring and execution SAML and SCIM single-sign on Comprehensive audit logging Sandboxes 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 Custom prospect scoring models: 5 custom models 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 Custom prospect scoring models: 10 custom models 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 Supports AppConnect low-code, no-code integration Insightly AppConnect $249 /User/Month Per Account Per 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 Per Agent Per Month Billed Annually 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 Per Agent Per Month Billed Annually Features Includes features of Plus plan, plus Customer satisfaction surveys 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 Per Agent Per Month Billed Annually Features Includes features of Professional plan, plus Comprehensive audit logging Role-based permissions: Unlimited Configurable roles and page layouts: 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 technical setup – required: $3,000 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 technical setup – required: $3,000 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 technical setup – required: $3,000 Guided product onboarding – required: $1500 Premier Success Program – required: 20% of license ($3,000 minimum annually) View Price Page	Oracle CX Sales Custom Features Sales Force Automation Sales Planning Sales Performance Management Customer-specific catalogs and pricing Account and contact management Delegated administration Account hierarchies Recurring orders Approval workflows Customer payments Punchout API-first, headless Optimized sales channels Intuitive configuration Error-free orders Improved margin control Automated approval workflows Professional quotes and proposals Subscription ordering Flexible, scalable, enterprise-ready Sales, Commerce, and ERP Integration Subscription-based quotes and orders Automatic billing and payments Comprehensive renewal capabilities Varied pricing model support Coverage services management Warranties Flexible, comprehensive revenue recognition support AI-driven analytics Fixed, recurring, and hybrid orders support Handle mixed orders of hard goods and services Partner portal Partner recruiting and onboarding Joint go-to-market tools Market Development Fund (MDF) management Partner cobranding Lead and order management Integrated customer support Connected business intelligence View Price Page	Standard $20 /User/Month Automate and optimize your sales cycle Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Automation and Process Management Workflow rules Email notifications Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Marketing Automation Email templates Email authentication Mass email Social profile integration Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Professional $35 /User/Month Improve customer acquisition and accelerate growth Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Enterprise $50 /User/Month Manage global CX operations with the complete CRM Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) Ultimate $65 /User/Month Scale exponentially with dedicated BI capabilities Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Zoho Analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) CRM Plus $69 /User/Month Unify sales, service, and marketing on one platform Features Eight apps, all features included Users have access to all apps Fully integrated CRM Flex $14 /User/Month billed Yearly Build a custom sales, service, and marketing bundle Features Select the apps you need Select editions and users for each app Fully integrated View Price Page	Essential $24 /User/Month Get organized and set up simple sales processes quickly Features Lead, deal, contact, calendar, and pipeline management Seamless data import and 400+ integrations Advanced $39 /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 Automation builder, including email sequences Meeting, email, and video call scheduling Professional $64 /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 $79 /User/Month Empower larger teams with flexible collaboration and support Features Includes features of Professional plan, plus Project planning, tracking, and delivery Phone support Scalable control of account permissions and visibilities Ideal for increasingly busy pipelines and complex team structures Enterprise $129 /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 seat View Price Page

Compare Insightly vs Oracle CX Sales

Insightly

Oracle CX Sales

Zoho CRM

Pipedrive CRM

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES