Home/CRM Software/Insightly vs Oracle Engagement CloudUpdated on: April 12, 2024

Compare Insightly vs Oracle Engagement Cloud

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
Insightly CRM Software (511 Ratings)
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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
Freshsales
Freshsales CRM Software (1618 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 Remove
Zoho CRM
Zoho CRM CRM Software (5704 Ratings)
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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

Insightly

CRM Software (511 Ratings)
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
Freshsales

Freshsales

CRM Software (1618 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 Remove
Zoho CRM

Zoho CRM

CRM Software (5704 Ratings)
Get Free Quote

Get Free Quote

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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 Engagement Cloud is a tool that provides an extensive set of capabilities that assist the users to transit smoothly from sales planning and execution to customer onboarding, support services, and account management. It brings powerful and robust sales and services capabilities that are built on a single platform. Through the customer-friendly mobile access and native AI, the tool can predict the user’s winning probability, thus recommending the next best possible actions. The tool empowers the users and their partners, including partners and channel reps, to win more customers and retain them using contextual tools. The inbuilt sales foundation enables organizations to manage the entire sales lifecycle including accounts, opportunities, leads, activities, contacts, and assessments. It helps the sales team know the customer better, find related content, stay productive, analyze team performance, forecast, and campaign aggressively. Oracle Engagement Cloud is designed to keep connections at the core. The tool can be used in any industry such as Retail Banking, Corporate Banking, Insurance, Hospitality, Wealth Management, and High-Tech Manufacturing. ..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

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

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, CA / +1 (650) 506-7000

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

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

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
Standard Cloud
$65 /User/Month

Features

  • Sales Force Automation
    • Leads and Opportunities
    • Activities, Notes, and Attachments
    • Sales Coach and Assessments
    • Mobile App
    • Email Integration
    • Sales Forecast Management
    • Analytics and Dashboard
  • Sales Performance Management
    • Territory Management
  • Digital Sales Assistant2
  • Adaptive Intelligent Apps for Sales2
  • Marketing Tools for Sales
    • Campaign Management Integration3
  • Contact Center
    • Service Request Management
  • Platform
    • Customer Data Management
    • Address Enrichment2
    • Contact and Company Enrichment2
    • Test Environment
Enterprise Cloud
$150 /User/Month

Features

  • Includes features of Standard Cloud plan, plus
  • Sales Force automation
    • Asset management
  • Sales performance management
    • Incentive compensation
    • Quota management
    • Sales planning
  • Marketing tools for Sales
    • Eloqua sales tools
  • CPQ and Subscription
    • Quote management
    • Subscription Management
  • Contact center
    • Omnichannel Routing
    • Service Entitlement and Service-Level Agreement Milestones
    • Service Logistics
    • Cobrowse
    • Chat
    • IoT Service Monitoring for Connected Assets
  • Digital Customer Service
  • Knowledge Management
  • Add On CX Industry Choice
    • Financial services
    • Communincations
    • Consumer goods
    • Hi Tech and Manufacturing
    • Higher education
Premium Cloud
$300 /User/Month

Features

  • Includes Enterprise Cloud Plus
  • Sales Force Automation
    • Sales contracts
    • Business Plans
  • Contact Center
    • Cobrowse
    • Chat
  • Includes CX Industry choice
    • Financial Services
    • Communications
    • Consumer Goods
    • High Tech and Manufacturing
    • Higher Education

Free
Free

For Upto 3 Users

Features

  • Kanban View for Contacts, Accounts, and Deals
  • Contact Lifecycle Stages
  • Built-in Chat, Email, & Phone
  • Email Templates
  • Custom Fields
  • Sales Dashboard
  • Mobile App
  • 24x5 Support
Growth
Others

₹1,199 Per User Per Month Billed Monthly

₹999 Per User Per Month Billed Yearly

Features

  • Includes features of Free plan, plus
  • AI-powered Contact Scoring
  • Sales Sequences
  • Workflows
  • Custom Sales Activities
  • Product Catalog
  • 1 CPQ License

Add-On :

  • Freshbots: ₹7,999 for 1000 Freshbots sessions
    • Buy additional Freshbots session packs to engage with customers across channels seamlessly
    • Chatbots are available on all plans.
    • All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session.
    • The validity of the sessions purchased aligns with your payment cycle.
  • CPQ (Beta): ₹1,299 Per User Per Month
    • Rich document builder
    • Built-in eSignature
    • Accurate quote generation
Pro
Others

₹3,399 Per User Per Month Billed Monthly

₹2,799 Per User Per Month Billed Yearly

Features

  • Includes features of Growth plan, plus
  • Multiple Sales Pipelines
  • Time-based Workflows
  • Auto-assignment Rules for Contacts, Accounts, Deals
  • Sales Teams & Territory Management
  • AI-powered Deal Insights & Next Best Action

Add-On :

  • Freshbots: ₹7,999 for 1000 Freshbots sessions
    • Buy additional Freshbots session packs to engage with customers across channels seamlessly
    • Chatbots are available on all plans.
    • All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session.
    • The validity of the sessions purchased aligns with your payment cycle.
  • CPQ (Beta): ₹1,299 Per User Per Month
    • Rich document builder
    • Built-in eSignature
    • Accurate quote generation
Enterprise
Others

₹5,999 Per User Per Month Billed Monthly

₹4,999 Per User Per Month Billed Yearly

Features

  • Includes features of Pro plan, plus
  • Custom Modules
  • AI-based Forecasting Insights
  • Audit Logs
  • Field-level Permissions
  • Dedicated Account Manager
  • Sandbox

Add-On :

  • Freshbots: ₹7,999 for 1000 Freshbots sessions
    • Buy additional Freshbots session packs to engage with customers across channels seamlessly
    • Chatbots are available on all plans.
    • All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session.
    • The validity of the sessions purchased aligns with your payment cycle.
  • CPQ (Beta): ₹1,299 Per User Per Month
    • Rich document builder
    • Built-in eSignature
    • Accurate quote generation
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

SCREENSHOTS

Insightly Screenshots
View 9 screenshot(s)
Oracle Engagement Cloud Screenshots
View 5 screenshot(s)
Freshsales Screenshots
View 40 screenshot(s)
Zoho CRM Screenshots
View 13 screenshot(s)

INTEGRATIONS

  • Cisco Webex Teams
  • Google Cloud Dialogflow
  • Slack
  • Confluence
  • Sage Intacct
  • Drift
  • Jira Service Desk
  • Statuspage
  • Guru
  • Aircall
  • Cisco Webex Meetings
  • UiPath RPA
  • FullStory
  • SupportBee
  • Zapier
  • Automate.io
  • Amazon SES
  • PieSync
  • MessageMedia
  • Google Calendar
  • Vendr
  • Quip
  • MailChimp
  • Adobe Sign
  • Evernote
  • Amazon Lex
  • Pigeonhole Live
  • YouCanBook.me
  • AfterShip
  • Calendly
  • Tradeshift
  • Gmail
  • Asana
  • Miro
  • SolarWinds Pingdom
  • Segment
  • BigCommerce
  • Hubstaff
  • Mattermost
  • Greenhouse
  • Splunk Cloud
  • ADP Workforce Now
  • SalesLoft
  • Workday HCM
  • Quickbooks
  • PandaDoc
  • Zoom
  • Xero
  • Intercom
  • Freshdesk
  • Datadog APM
  • Zendesk Sunshine
  • NetSuite
  • Google Slides
  • Freshservice
  • GoToWebinar
  • Everhour
  • Google Drive
  • WooCommerce
  • TimeCamp
  • Shopify
  • Quote Roller
    NA
  • Gmail
  • Freshchat
  • Freshdesk
  • Dialpad Talk
  • Slack
  • Segment
  • MailChimp
  • DocuSign
  • Gong
  • PayPal
  • TeamViewer
  • Front
  • Freshdesk Contact Center (Formerly Freshcaller)
  • PandaDoc
  • Quickbooks
  • Zapier
  • Shopify
  • Zoom
  • Xero
  • Leadfeeder
  • Slack
  • Box
  • Zoho Creator
  • Zoho SalesIQ
  • Google Sheets
  • Zoho Desk
  • Saasu
  • Zapier
  • ClickDesk
  • Zoho Sign
  • Zoho Projects
  • PieSync
  • Knowlarity
  • GotoMeeting
  • MailChimp
  • Adobe Sign
  • Zoho Expense
  • DocuSign
  • Constant Contact
  • Zoho Campaigns
  • GetResponse
  • Front
  • Dropbox Business
  • SurveyMonkey
  • Zoho Survey
  • QuoteWerks
  • Quickbooks
  • PandaDoc
  • Zoho Books
  • Zoom
  • Eventbrite
  • Xero
  • Zoho Forms
  • iQuoteXpress
  • Zoho Cliq
  • ActiveCampaign
  • RingCentral Office
  • Twilio Flex
  • Zoho Meeting
  • Zoho Billing
  • Unbounce
  • GoToWebinar
  • Google Drive
  • Proposify
  • Shopify
  • Zoho Social

ALTERNATIVES

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