Insightly vs Perfex 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 (1241 Ratings)	81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Perfex CRM CRM Software	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 Software (5199 Ratings)	83% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove monday sales CRM by monday.com CRM Software
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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 (1241 Ratings)	81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Perfex CRM CRM Software	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 Software (5199 Ratings)	83% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove monday sales CRM by monday.com CRM Software
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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

Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. Project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time. They can even create one-click invoices, invoices with different taxation and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing tables, images, YouTube videos and more. Lead management is possible and is helped using kanban layouts and users can automatically import leads from emails. On top of all this, features for managing expenses and payments with automatic reports after each PayPal payment, task management, contract management, surveys, goal tracking, and more are available. ..show more

A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to customise software, Pipedrive CRM serves you the way you want to, according to your needs. The software is built around sales pipeline monitoring methodology, which offers a quality visual interface prompting users you to take appropriate action, stay organised and monitor challenging sales process. The email integration feature connects automatically to the contacts and displays everything that’s happening with a particular prospect at one place. ..show more

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

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

Strumica, Republic of Macedonia

New York, New York

Tel Aviv, Israel

API

N/A

Deployment
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
Mobile - Windows
Mobile - BlackBerry
Installed - Windows
Installed - Mac

Customers
Individuals
Freelancers
Large Enterprises
Medium Business
Small Business

Pricing

Pricing Model
Free Trial
Freemium
One-time license
Open-source
Subscription
Quotation Based

Plans
	Plus (CRM) $29 /User/Month billed Yearly Features Lead management Automated, customized emails Email templates Web-to-lead capture Kanban view Native Marketing and Service integration Real-time connector to Marketing Contact and organization management Opportunity management Customizable sales processes Task management Relationship linking: contacts, organizations Batch update records Attach files from the cloud Insightly mobile app Real-time data synchronization Mobile business card scanning Mobile contact and calendar integration Mobile voice notes Built-in business intelligence dashboards Configurable, customizable reports Convert won opportunities to projects Native project management Configurable, automated workflows Google, MS 365 integrations PandaDoc, QBO, and Xero integrations Role-based permissions: 2 Configurable profiles/page layouts: 2 Custom fields: 50 REST public API Professional (CRM) $49 /User/Month billed Yearly Features Includes features of Plus plan, plus Lead assignment and routing Schedule outbound emails Custom queues Customizable, real-time insight cards: 100 Role-based permissions: Unlimited Configurable profiles/page layouts: Unlimited Custom page layouts Custom fields: 100 Webhooks Complete workflow automation Custom objects Supports AppConnect low-code, no-code integration Enterprise (CRM) $99 /User/Month billed Yearly Features Includes features of Professional plan, plus Customizable real-time insight cards: Unlimited Custom fields: 200 Comprehensive audit logging Field-based permissions Calculated fields Products, pricebooks, and quotes Custom validation rules AWS lambda authoring and execution SAML and SCIM single-sign on Plus (Marketing) $99 /Month billed Yearly Record limit: 100,000 Features Marketing prospects included: 2000 Monthly email send volume: 5x prospects purchased Email marketing automation Journey builder Email health reporting Dynamic list segmentation Hosted files Hosted forms: 10 Hosted landing pages: 10 Preview email before sending A/B email testing Email and landing page designer Prospect scoring Native CRM and Service integration Real-time CRM connector Webinar integration Behavioral marketing analytics and automation REST API Built-in business intelligence dashboards Configurable, customizable reports Role-based permissions: 2 Configurable profiles and page layouts: 2 Custom fields: 50 Professional (Marketing) $499 /Month billed Yearly Record limit: 250,000 Features Marketing prospects included: 10,000 Monthly email send volume: 10x prospects purchased Includes features of Plus (Marketing) plan, plus Hosted forms : 50 Hosted landing pages : 50 Multivariate email testing Prospect profiles and grading Advanced prospect tracking Analytics tracking domains: 3 Webhooks Customizable, real-time insight cards: 100 Role-based permissions: Unlimited Configurable profiles and page layouts: Unlimited Custom fields: 100 Custom objects Zoom webinar registration Supports AppConnect low-code, no-code integration Enterprise (Marketing) $999 /Month billed Yearly Unlimited records Features Marketing prospects included: 20,000 Monthly email send volume: 15x prospects purchased Includes features of Professional (Marketing) plan, plus Hosted forms : Unlimited Hosted landing pages : Unlimited Comprehensive audit logging Analytics tracking domains: 20 AWS lambda authoring and execution Customizable, real-time insight cards: Unlimited Custom fields: 200 SAML and SCIM single-sign on Calculated fields Custom validation rules Insightly AppConnect $249 /Month 25K Plan : $249 per Account per Month billed Yearly 25,000 tasks per month 100K Plan : $799 per Account per Month billed Yearly 100,000 tasks per month 500K Plan : $3,499 per Account per Month billed Yearly 500,000 tasks per month Features Hundreds of App Connectors Speed and Simplicity Scalable and Secure Additional 25,000 tasks per month: $249 Required onboarding: $2500 Plus (Service) $29 /User/Month billed Yearly Features Comprehensive ticket editor Ticket auto-assignment Ticket email auto-response Escalation rules and queues Knowledge base SLA tracking and management Web-to-object and ticket Configurable email settings Built-in business intelligence dashboards Configurable, customizable reports Create new opptys and tasks from existing tickets Role-based permissions: 2 Configurable roles and page layouts: 2 Email templates Custom fields public API Macros Professional (Service) $49 /User/Month billed Yearly Features Includes features of Plus plan, plus Configurable roles and page layouts: Unlimited Custom ticket automations Portal customization Custom objects Custom queues Supports AppConnect low-code, no-code integration Enterprise (Service) $99 /User/Month billed Yearly Features Includes features of Professional plan, plus Comprehensive audit logging Role-based permissions: Unlimited Custom validation rules Calculated fields Unlimited brands and portals AWS lambda authoring and execution SAML and SCIM single-sign on Plus (Insightly All-in-One) $349 /Month billed Yearly Insightly CRM – Plus Insightly Marketing – Plus Insightly Service – Plus Insightly AppConnect – 25k Add-ons CRM users: 2 users included Additional CRM Users: $29 per User per Month Marketing prospects: 2,000 prospects included Additional Marketing prospects: Up to 100,000 Service agents: 2 agents included Additional Service agents: $29 per User per Month AppConnect onboarding – required: $2500 Guided product onboarding – required: $1500 Premier Success Program – required: 20% of license ($3,000 minimum annually) Professional (Insightly All-in-One) $899 /Month billed Yearly Insightly CRM – Professional Insightly Marketing – Professional Insightly Service – Professional Insightly AppConnect – 25k Add-ons CRM users: 5 users included Additional CRM Users: $49 per User per Month Marketing prospects: 10,000 prospects included Additional Marketing prospects: Up to 250,000 Service agents: 5 agents included Additional Service agents: $49 per User per Month AppConnect onboarding – required: $2500 Guided product onboarding – required: $1500 Premier Success Program – required: 20% of license ($3,000 minimum annually) Enterprise (Insightly All-in-One) $2599 /Month billed Yearly Insightly CRM – Enterprise Insightly Marketing – Enterprise Insightly Service – Enterprise Insightly AppConnect – 100k Add-ons CRM users: 10 users included Additional CRM Users: $99 per User per Month Marketing prospects: 20,000 prospects included Additional Marketing prospects: Up to 1,000,000 Service agents: 10 agents included Additional Service agents: $99 per User per Month AppConnect onboarding – required: $2500 Guided product onboarding – required: $1500 Premier Success Program – required: 20% of license ($3,000 minimum annually) View Price Page	Perfex CRM $59 Others 1. Regular License : $59 (6 months support) $79.25 (12 months support) 2. Extended License : $295 (6 months support) $396.25 (12 months support) Features Project Management Tool One Click Invoice Creation Create Estimates Proposals Leads Management Record Expenses Record Payments Support System Knowledge Base for Customers and Staff Members Built-in Staff Tasks Manage Contracts Send Surveys to Leads and Customers Calendar Company Newsfeed Goals Tracking Additional Custom Fields Reports for Quick Overview Survey Reports View Price Page	Essential $11.9 /User/Month Get organized and set up simple sales processes Features Lead, deal, calendar and pipeline management Simple data import and easy customization 24/7 support and 300+ integrations Advanced $24.9 /User/Month Scale quickly using easy-to-use email and automation Features Includes features of Essential plan, plus Full email sync with templates and scheduling Group emailing plus open and click tracking Workflow builder with triggered automations Professional $49.9 /User/Month Everything you need to boost performance and revenue Features Includes features of Advanced plan, plus Create, manage and eSign documents and contracts Revenue projections, forecasts and enhanced custom reporting Enterprise $74.9 /User/Month Customize without limits and access unrivaled support Features Includes features of Professional plan, plus Unlimited user permission and visibility settings Additional and heightened security preferences Implementation program and phone support No feature usage limits View Price Page	Individual CRM Free Upto 2 seats Store and visualize your own contacts Features Up to 2 team members Up to 1,000 contacts Web forms to capture leads Basic CRM $12.5 /User/Month For 3 Seats $30 per Month billed Yearly $37.5 per Month billed Mothly Organize all your team’s leads, contacts, & deals Features Unlimited customizable pipelines Unlimited contacts Unlimited boards Templates for lead, contact & deal management iOS & Android apps Unlimited free viewers Create a dashboard based on 1 board Based upon the Number of Seats, the pricing plan varies. Standard CRM $17 /User/Month For 3 Seats $42 per Month billed Yearly $51 per Month billed Monthly Automate sales processes and streamline communication Features Advanced account, contact, & deal management 2-way email integration with Gmail and Outlook Activity management Quotes & invoices Merge duplicate data Custom CRM automations (250 actions per month) Custom CRM integrations (250 actions per month) Create a dashboard that combines 5 boards Based upon the Number of Seats, the pricing plan varies. Pro CRM $30 /User/Month For 3 Seats $72 per Month billed Yearly $90 per Month billed Monthly Gain insights into your entire sales cycle and forecasting Features Sales forecasting Email tracking & automations Google Calendar sync Sales analytics Customizable email signatures Custom CRM automations (25,000 actions per month) Custom CRM integrations (25,000 actions per month) Create a dashboard that combines 10 boards Based upon the Number of Seats, the pricing plan varies. Enterprise CRM Custom Manage pre- to post-sales with enterprise-level features Features Lead scoring Team goals Advanced analytics (dashboards up to 50 boards) Account management Documents for sales Enterprise-scale automations & integrations Enterprise-grade security & governance Multi-level permissions HIPAA Compliance View Price Page

Compare Insightly vs Perfex CRM

Insightly

Perfex CRM

Pipedrive

monday sales CRM by monday.com

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES