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
Get Free Quote
|
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
Get Free Quote
|
Sponsored
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 Streak
Visit Website
|
Sponsored
90% 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 Close
Visit Website
|
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 | Vtiger all-in-one CRM stands out as a comprehensive solution designed to streamline and enhance the synchronization between the company's marketing, sales, and support teams by leveraging unified customer data through its One View feature. Simplifying CRM to its core, Vtiger equips businesses with the necessary tools and functionalities across crucial departments such as Sales, Help Desk, and Marketing. This enables a holistic view of customers, incorporating essential details like names, phone numbers, previous interactions, and account history for more informed decisions and strategies. By utilizing features such as landing pages, web forms, email campaigns, and customized sequences, Vtiger CRM aids in acquiring leads and fostering enduring relationships. The Process Designer feature further allows for the designing, automation, implementation, management, monitoring, and optimization of business processes, enhancing operational efficiency. Moreover, Vtiger's extensive collection of preloaded email and print templates streamlines communication and document customization, saving valuable time. Additionally, Vtiger simplifies appointment scheduling, enabling meetings to be arranged in just a few clicks, thereby ensuring that managing the business engagements is both efficient and hassle-free. 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 | Close is a CRM platform popular among salespeople which provides a sales workflow, ultimately used to close deals. Close gives you an overview of activities relating to your sales, bringing items to your attention according to their level of priority. It has a simple UI with a beautiful timeline view where every member of the sales team has complete access to every detail of the sales process. Close has features like built-in calling and SMS to let you reach your contacts quicker, an e-mail tool that lets you send e-mail sequences to specified contacts quicker and a powerful search engine that provides you with results at amazing speed. Additionally, Close provides an actionable report system, helping you measure team performance. Call automation, predictive dialing, bulk email and email sequences – Close handles them all. Close is can be integrated to other tools like Zapier, Zendesk to ensure users get the most out of its features. Read more |
Pricing Options |
|
|
|
|
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
|
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
|
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
|
90% 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
|
SaaSworthy Awards | # 6 Most Popular # 6 Most Popular | # 15 Highly Rated # 13 Fastest Growing | # 11 Highly Rated # 13 Most Popular | # 14 Most Popular # 6 Fastest Growing |
Total Features |
25 Features
|
26 Features
|
25 Features
|
23 Features
|
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
|
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
|
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
|
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
|
Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
Organization Types Supported |
|
|
|
|
Platforms Supported |
|
|
|
|
Modes of Support |
|
|
|
|
API Support |
|
|
|
|
User Rating |
|
|
|
|
Rating Distribution |
|
|
|
|
User Sentiments |
Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting |
Customization Options, Extensive Integrations, Excellent Customer Support, Comprehensive Feature Set Outdated User Interface, Mobile App Functionality, Slow Loading Times, Reporting Capabilities |
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 |
User-friendly Interface, Lead Management & Organization, Email Automation & Templates, Built-in Calling & SMS Reporting & Analytics limitations, Mobile App Functionality, Occasional Software Glitches & Crashes, Limited 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. |
Overall, users find the product easy to use and affordable, with good customer support. Many appreciate its customization options, mobile accessibility, integration capabilities, and reporting features. Frequent updates and a user-friendly interface are also praised. However, some users mention occasional technical glitches, limited customization options in certain areas, and a learning curve for new users. Reporting capabilities and analytics could also be improved, and some users find the interface outdated. |
Streak is a highly-rated CRM tool that integrates seamlessly with Gmail, making it easy for users to manage leads, track emails, schedule follow-ups, and collaborate with their team. Its intuitive interface and powerful features, such as email tracking and mail merge, have earned praise from users, particularly those who rely heavily on email for communication. However, some users have reported minor drawbacks, including occasional loading issues and limited mobile functionality. Overall, Streak is considered a user-friendly and efficient solution for managing customer relationships and boosting productivity. |
Overall, users praise Close for its user-friendly interface, ease of use, and robust sales pipeline management capabilities. They appreciate the customizable features, automation tools, and integrations with other business applications. Close is also commended for its excellent customer support and onboarding process. However, some users have expressed concerns about occasional bugs and glitches, limited reporting options, and the need for more advanced features. Additionally, a few users have mentioned that the learning curve can be steep for those new to sales CRMs. |
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 |
|
|
|
|
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 |
One Pilot Free One Growth $12.00 $12.00 per user / month One Professional $30.00 $42.00 per user / month One Enterprise $42.00 $58.00 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 |
Startup $49.00 $59.00 per user / month Professional $99.00 $109.00 per user / month Enterprise $139.00 $149.00 per user / month |
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
Zoho Marketing Automation
4.4 Based on 85 Ratings |
|
|||
Screenshots |
+ 8 More
|
+ 6 More
|
+ 6 More
|
|
Videos |
+ 5 More
|
+ 1 More
|
+ 1 More
|
+ 3 More
|
Company Details | Located in: San Francisco, California Founded in: 2012 | Located in: Bangalore, India Founded in: 2004 | Located in: San Francisco, California Founded in: 2011 | Located in: San Francisco, California Founded in: 2013 |
Contact Details |
+1 888-999-4039 https://www.insightly.com/ |
+91 9243602352 https://www.vtiger.com/ |
+1 312-420-4956 https://www.streak.com |
+1 833-462-5673 https://close.com/ |
Social Media Handles |
|
|
|
|
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.