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At a Glance
Overview
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
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Close is an all-in-one CRM software that allows users to manage relationships with customers and leads. The platform offers sales automation features that can support lead generation efforts and internal sales processes. Close also makes it easy to communicate with and nurture leads. By providing... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
Images
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Pricing
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
Free trial available
Free plan available
Unit
Seat
Billing type
Recurring Subscription
Starter
$29.00
per seat / month
Basic
$69.00
per seat / month
Professional
$99.00
per seat / month
Business
$149.00
per seat / month
Pros and Cons
- 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
- Excellent support for sales team
- Free trial available for beginners
- Convenient and easy to use sales tracking
- SMS, video, calling, and other channels all in the same place
- Full context overview on every deal
- Not as well-known as some alternatives
- Fewer integrations than some competitors
Reviewer's Segments
Small Business
73.36%
Mid Market
19.64%
Enterprise
7.0%
Small Business
71.03%
Mid Market
28.08%
Enterprise
0.89%
Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Training
- In Person
- Live Online
- Webinars
- Documentation
- Videos
- In Person
- Live Online
- Webinars
- Documentation
- Videos
Integrations
Total integrations:
38
- ActiveCampaign for Marketing
- Airtable
- Allegrow
- AnyMeeting
- Asana
- Balto
- Basecamp
- Bento for Business
- Better Proposals
- Box
- Buffer
- BuiltWith
- COZYROC
- Calendly
- ChartMogul
- Clearbit
- Cloud Elements
- Constant Contact
- Custify
- Customer.io
- Drift
- Dropbox
- Eventbrite
- Evernote
- Fireflies.ai
- FreshBooks
- Geckoboard
- GetAccept
- Gmail
- GoToMeeting
- Gong
- Google Analytics
- Google Calendar
- Google Drive
- Google Sheets
- HelloSign
- Help Scout
- Hootsuite
- Hotjar
- HubSpot
- HubSpot Marketing Hub
- Hunter
- Integrately
- Intercom
- InvoiceBerry
- Jiminny
- JustCall
- LeadFuze
- LiveAgent
- MeisterTask
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Process Street
- Proposify
- QuickBooks Online
- QuotaPath
- Reply
- Shopify
- Signable
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- Trello
- Twilio
- Typeform
- Unbounce
- UpLead
- Wingman
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Total integrations:
47
- ActiveCampaign for Marketing
- Airtable
- Allegrow
- AnyMeeting
- Asana
- Balto
- Basecamp
- Bento for Business
- Better Proposals
- Box
- Buffer
- BuiltWith
- COZYROC
- Calendly
- ChartMogul
- Clearbit
- Cloud Elements
- Constant Contact
- Custify
- Customer.io
- Drift
- Dropbox
- Eventbrite
- Evernote
- Fireflies.ai
- FreshBooks
- Geckoboard
- GetAccept
- Gmail
- GoToMeeting
- Gong
- Google Analytics
- Google Calendar
- Google Drive
- Google Sheets
- HelloSign
- Help Scout
- Hootsuite
- Hotjar
- HubSpot
- HubSpot Marketing Hub
- Hunter
- Integrately
- Intercom
- InvoiceBerry
- Jiminny
- JustCall
- LeadFuze
- LiveAgent
- MeisterTask
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Process Street
- Proposify
- QuickBooks Online
- QuotaPath
- Reply
- Shopify
- Signable
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- Trello
- Twilio
- Typeform
- Unbounce
- UpLead
- Wingman
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Top Alternatives
Categories
Common categories include: CRM Software.
Company Details
- By Insightly, Inc.
- Located in San Francisco, California, United States
- Founded in 2009
- By Elastic Inc.
- Located in San Francisco, CA, United States
- Founded in 2013
