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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75% 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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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
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89% 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 Sage CRM
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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 | Notion Personal CRM is an easiest way to keep tracking the contacts and related conversations. This tool for organizational harmony that helps to filter through the often chaotic world of networking! This template is the perfect solution to increase productivity and ensure that all of the contacts are where and when need them. With Notion Personal CRM, contact management is a breeze. Without leaving the comfort of one page, keep track of things like people’s names and contact details, past conversations and notes from meetings, plus any follow-up tasks or action items that need to be done. With everything laid out in front of , never forget what was discussed or needed to be done afterwards! 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 | By providing tools to manage both new and current client connections, Sage CRM is a cloud-based customer relationship management solution created to help small and medium enterprises maximise their customer experience. Applications come with integrated modules for social CRM, customer service, help desk, sales and marketing automation, and more. Sage CRM has strong mobile capabilities as well. Both on-premises and cloud deployments of the software are options. Sage CRM can be used to arrange meetings, forecast trends, and track the effectiveness of sales representatives. The reporting and analytical tools of the dashboard assist in anticipating sales performance and monitoring new opportunities while providing visibility into active sales negotiations. Campaigners can organise and carry out marketing and promotion campaigns with the use of marketing tools. Campaigns across many channels can be managed by the solution. Sending newsletters and promotional emails to contacts is possible thanks to the built-in email marketing tool. It also facilitates integration with a number of third-party programmes. To enable your staff to perform more quickly and intelligently, avoid duplicating work duties. Everyone engaged is more effective and productive with a single solution. 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
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75% 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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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
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89% 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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# 14 Most Popular # 6 Fastest Growing |
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Total Features |
25 Features
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5 Features
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23 Features
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23 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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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 |
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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 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. |
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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 |
Personal CRM $5.00 $5.00 Personal CRM Master Bundle $20.00 $20.00 |
Startup $49.00 $59.00 per user / month Professional $99.00 $109.00 per user / month Enterprise $139.00 $149.00 per user / month |
Sage CRM Custom |
View Detailed Pricing
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View Detailed Pricing
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View Detailed Pricing
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View Detailed Pricing
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Zoho Marketing Automation
4.4 Based on 85 Ratings |
OfficeClip Contact Manager
4.7 Based on 27 Ratings Notion Personal CRM Vs OfficeClip Contact Manager |
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Screenshots |
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Videos |
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Company Details | Located in: San Francisco, California Founded in: 2012 |
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Located in: San Francisco, California Founded in: 2013 | Located in: New Castle, Delaware |
Contact Details |
+1 888-999-4039 https://www.insightly.com/ |
Not available https://iamsourabhshen.gumroad.com/l/personal_crm |
+1 833-462-5673 https://close.com/ |
+1 866-996-7243 https://www.sage.com/en-us/products/sage-crm/ |
Social Media Handles |
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