Insightly vs Prophet CRM Comparison

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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

Insightly

CRM Software

4.1 6,478 user ratings

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88% 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

Prophet CRM

CRM Software

4.3 289 user ratings

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Capsule

CRM Software

4.4 482 user ratings

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Streak

CRM Software

4.6 900 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	Prophet CRM by Avidian is a platform used to manage sales & marketing teams using - Outlook. The software offers sales automation features to manage repetitive tasks with sales alerts. Measure the performance of data with interactive graphs and tables via dashboards. It supports Mobile Android and iOS. Marketers, Small and Medium companies make use of the software. Read more	Capsule is an online CRM software that incorporates a simple visual interface into a powerful CRM system. It works towards building a database with vital information of customers available at the user’s fingertip, from tracking sales to keeping a track of all the contacts which essentially gives its users a birds-eye view of everything they need to deliver a more personal experience to their customers. Companies can achieve a higher number in sales with the option to tailor their own pipelines, granting them the complete dashboard which indicates minute details like potential values and where they stand in the pipeline. This makes taking the next decisive step pretty easy. Capsule’s features include a simple and intuitive customer index within a visual overview of entire sales pipelines, aiding companies to keep a track of where their sales stand as they scale and grow. The software makes sure that not a single open sales opportunity is missed. Users can use features like Milestones to measure up their possible future sales prospects against the factors that are dialed in automatically by the software. Capsule helps team members to have the visibility and the clarity to create their own sales pipelines, making the operations clearer and easier for businesses. Read more	Streak is a CRM software that’s entirely integrated within your gmail inbox. It relieves you of a number of stress as it brings everything related to your CRM function at one place, i.e. in your inbox. With Streak’s support pipeline, you can get access to the entire support history of the customer you’re talking with, which will allow you to help that customer better or even pitch in a new deal. Streak’s email tracking notifies you when your proposal is read, thus, giving you an idea of when to follow up and close the deal. It also lets you know if your support message has resolved an issue or if the contact hasn’t yet read your helpful message. Read more
Pricing Options	Free Trial Not Available Starts at $29.0. Offers Free-forever plan.	Free Trial Not Available Starts at $25.0.	Free Trial Available Starts at $18.0. Offers Free-forever plan.	Free Trial Available Starts at $49.0. Offers Free-forever plan.
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 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 87% Momentum 65% Popularity 87%	88% 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 95% Reviews 78% Momentum 60% Popularity 69%	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 100% Reviews 89% Momentum 64% Popularity 78%	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 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 87% Momentum 70% Popularity 83%
SaaSworthy Awards	# 6 Most Popular # 6 Most Popular	Not Available	# 12 Highly Rated # 12 Highly Rated	# 11 Highly Rated # 13 Most Popular

Features

Total Features	25 Features	20 Features	26 Features	25 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 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 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 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 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
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 Installed - Windows	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows
Modes of Support	Business Hours Online	Business Hours Online	Business Hours Online	Business Hours Online
API Support	Available	Available	Available	Available

Reviews & Ratings

User Rating	4.1/5 6,478 user ratings	4.3/5 289 user ratings	4.4/5 482 user ratings	4.6/5 900 user ratings
Rating Distribution	Excellent 33% Very Good 46.6% Average 14.9% Poor 3.3% Terrible 2.2%	Excellent 52.2% Very Good 35.3% Average 7.3% Poor 1.4% Terrible 3.8%	Excellent 48.3% Very Good 44.6% Average 6.4% Poor 0.4% Terrible 0.2%	Excellent 64.2% Very Good 29% Average 4.8% Poor 1.4% Terrible 0.6%
User Sentiments	Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting	Not Available	User-Friendly Interface, Extensive Integrations, Excellent Customer Support, Flexible Customization Limited Reporting Functionality, Occasional Software Glitches, Lack of Bulk Editing Options, Limited Mobile App Functionality	Seamless Gmail Integration, Effective Email Tracking, Customizable Pipelines, Efficient Mail Merge Occasional Software Crashes, Limited Mobile App Functionality, Occasional Slow Loading Times, Inconsistent Third-Party Integrations
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.	Not Available	Overall, users report that the software is generally user-friendly and easy to use. Its dashboard is intuitive, and its features are straightforward and easy to navigate. Many users appreciate its customer support, finding them responsive and helpful. However, there are complaints about its limited customization options and reporting capabilities. Additionally, some users have experienced issues with data syncing and integration, particularly with other software and platforms.	Users generally agree that Streak is user-friendly, easy to set up, and seamlessly integrates with Gmail, making it a convenient tool for managing email communication and tasks. Many appreciate the robust features, such as customizable pipelines, email tracking, and task management capabilities. However, some users find the interface cluttered and report occasional glitches and bugs. Additionally, a few reviewers express concerns about the pricing structure, suggesting that it may not be suitable for small businesses or individuals with limited budgets.
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Pricing

Pricing Options	Free Trial Not Available Starts at $29.0. Offers Free-forever plan.	Free Trial Not Available Starts at $25.0.	Free Trial Available Starts at $18.0. Offers Free-forever plan.	Free Trial Available Starts at $49.0. Offers Free-forever plan.
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	Contact Manager $25.00 $25.00 per user / month Team $55.00 $55.00 per user / month Enterprise $75.00 $75.00 per user / month	Free Free Starter $18.00 $21.00 per user / month Growth $36.00 $38.00 per user / month Advanced $54.00 $60.00 per user / month Ultimate $72.00 $75.00 per user / month	Free Free Pro $49.00 $59.00 per user / month Pro+ $69.00 $89.00 per user / month Enterprise $129.00 $159.00 per user / month
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