Insightly vs SecretActionCRM 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 (953 Ratings)	74% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove SecretActionCRM CRM Software	91% 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 Freshsales CRM Software (2043 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 (7067 Ratings)
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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 (953 Ratings)	74% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove SecretActionCRM CRM Software	91% 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 Freshsales CRM Software (2043 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 (7067 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

SecretActionCRM is a Customer Relationship Management (CRM) software for sales, marketing, and gamification. The tool places a focus on the simplicity of use and software smartness. It combines CRM and work management tools in a neat package. There are four tabs in the software where users can browse active due works, future works, completed works, and canceled works. Users can even search for a specific customer or work. The tool also helps users with basic and advanced marketing functions and collects customer information such as name, mobile number, and email without duplicate data. Users can create email or text campaigns in the panel and send texts or notifications to any customer individually, which can be generated by the tool automatically. It is possible for users to track their teams' working times using the optional clock-in and clock-off feature. Users can also change the status of their open tasks to completed or canceled and can even add notes. ..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

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

N/A

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

New York, NY

API

N/A

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	SecretActionCRM Custom Features Sales Marketing Gamification View Price Page	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	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 SecretActionCRM

Insightly

SecretActionCRM

Freshsales

Pipedrive CRM

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES