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Methodology
Insightly CRM
4.2
( 886 )
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At a Glance
Overview
Accelo is a professional services automation software featuring an end-to-end cloud-based platform that manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing, and more, regardless of where you are. Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
Images
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Popular among small to medium sized enterprises, Insightly is a SassS-based CRM platform with 1.5 million users globally. Users rely on the solution to manage customer data in a central platform, manage and nurture customer relationships, boost sales, and deliver projects in a timely manner. The ... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
Images
View 6 images
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Pricing
Free trial available
Free plan available
Unit
Seat
Billing type
Recurring Subscription
Plus
$30.00
per seat / month
Premium
$49.00
per seat / month
Premium
$49.00
per seat / month
Free trial available
Free plan available
Unit
Seat
Billing type
Recurring Subscription
Plus
$29.00
per seat / month
Professional
$49.00
per seat / month
Enterprise
$99.00
per seat / month
Pros and Cons
Not enough data available.
Not enough data available.
- Compatible with Android and iOS devices
- Visual dashboards for tracking important metrics
- Data integrity, security, and regulatory compliance
- Highly flexible appointments, calendaring, and events
- Automated tracking and updates
- No live chat support
- Only available in one language
Reviewer's Segments
Small Business
73.84%
Mid Market
19.32%
Enterprise
6.84%
Small Business
73.36%
Mid Market
19.64%
Enterprise
7.0%
Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
Training
- Documentation
- Documentation
Integrations
Total integrations:
17
- AnyMeeting
- Asana
- Basecamp
- Box
- Buffer
- Campaign Monitor
- Constant Contact
- Drift
- Dropbox
- Eventbrite
- Evernote
- Expensify
- FreshBooks
- GoToMeeting
- Google Analytics
- Google Workspace
- Gusto
- Hootsuite
- Hotjar
- HubSpot
- HubSpot CRM
- HubSpot Marketing Hub
- Intercom
- Intuit Mailchimp
- Jira
- Microsoft Power BI
- Microsoft Teams
- Mixpanel
- NinjaOne
- Olark
- PandaDoc
- Pinecone
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- SharpSpring from Constant Contact
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- SysTools IMAP Migration Tool
- Trello
- Twilio
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Total integrations:
38
- AnyMeeting
- Asana
- Basecamp
- Box
- Buffer
- Campaign Monitor
- Constant Contact
- Drift
- Dropbox
- Eventbrite
- Evernote
- Expensify
- FreshBooks
- GoToMeeting
- Google Analytics
- Google Workspace
- Gusto
- Hootsuite
- Hotjar
- HubSpot
- HubSpot CRM
- HubSpot Marketing Hub
- Intercom
- Intuit Mailchimp
- Jira
- Microsoft Power BI
- Microsoft Teams
- Mixpanel
- NinjaOne
- Olark
- PandaDoc
- Pinecone
- Proposify
- QuickBooks Online
- QuickBooks Online Advanced
- SharpSpring from Constant Contact
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- SysTools IMAP Migration Tool
- Trello
- Twilio
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Top Alternatives
Categories
Common categories include: CRM Software.
Company Details
- By Accelo Inc
- Located in San Francisco, California, United States
- Founded in 2011
- By Insightly, Inc.
- Located in San Francisco, California, United States
- Founded in 2009
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