95% 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
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81% 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
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96% 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 Keap
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86% 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
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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 | PROMYS software is an all-in-one platform to offer better customer experience. The software offers tools to manage companies, contacts and addresses from a single point. Track sales with opportunities to gain real-time visibility into revenue, margin, and resource planning. Collaborate with your team to manage tasks with alerts for workflows. It supports Mobile Android and iOS. Read more | Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by businesses to enhance their sales and save time as well. Companies get to generate more leads, sort them out and forward the right kind of messages to the right people. They can also trust on the particular to generate a robust customer experience and gather loyal patrons. Its inbuilt features and functionality include email marketing, reporting and analytics, sales pipeline, CRM, sales and marketing automation, appointments, payments and more. Users can leverage Keap to generate custom forms and embed them within their landing pages and websites. This also helps them trigger automated actions in real-time. Inbuild SMS and Email marketing feature help users forward broadcast messages to individual target groups, driving in greater sales. They can also automate the entire sales follow-up and enhance lead conversion rates through the sales pipeline. 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 |
Pricing Options |
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SW Score & Breakdown |
95% 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
|
81% 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
|
96% 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
|
86% 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
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SaaSworthy Awards | # 6 Most Popular # 6 Most Popular |
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# 9 Highly Rated # 3 Most Popular |
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Total Features |
25 Features
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7 Features
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27 Features
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20 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting |
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Email Marketing Automation, Customer Relationship Management (CRM), Ease of Use, Extensive Integrations Complex learning curve, Limited Landing Page Builder, Mobile App Functionality, Lack of Invoice Customization |
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Review Summary |
Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness. |
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Overall, users find the software easy to use and helpful for managing customer relationships. They appreciate the features for tracking leads, managing sales pipelines, and automating marketing campaigns. However, some users have reported issues with customer support and occasional bugs or glitches. Additionally, some users have expressed concerns about the pricing, feeling that it is somewhat expensive compared to similar products. |
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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 Options |
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Pricing Plans
Monthly Plans
Annual Plans
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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 |
Enterprise License Custom Technician License Custom |
Pro $159.00 $199.00 per month Max $229.00 $299.00 per month Ultimate $229.00 $299.00 per 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 |
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View Detailed Pricing
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Zoho Marketing Automation
4.4 Based on 85 Ratings |
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Screenshots |
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Videos |
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Company Details | Located in: San Francisco, California Founded in: 2012 | Located in: Ontario, Canada | Located in: Chandler, AZ - 85286 Founded in: 2001 | Located in: Tel Aviv, Israel |
Contact Details |
+1 888-999-4039 https://www.insightly.com/ |
1-855-430-2288 https://promys.com/ |
+1 866-800-0004 https://keap.com/ |
Not available https://monday.com/crm |
Social Media Handles |
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