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Top 10 Alternatives to Insightly: Leading Online CRM Software Providers

Are you looking for good alternatives to Insightly? If yes, this article can help you. To start, Insightly is a leading CRM platform that offers benefits such as improved information organization, enhanced communication, better customer service, automation of routine tasks, and greater work efficiency. If you want more choices, check out these top 10 alternatives to Insightly.

Top Alternatives to Insightly

Let’s take a look at revealing stats on online CRM software: 91% of businesses that employ more than 11 workers now utilize CRM software. Providing mobile access is proved to enhance productivity by 15%. In 2018, 87% of companies used cloud-based CRM solutions which was a big boost from just 12% 10 years prior. Digital marketers spend most of their budget focusing on email marketing as it provides an impressive return of $40 on every $1 spent.

Source: Soffront.com

Continuing with the stats: 81% of effective sales companies are likely to be using a CRM or similar system. CRM solutions are known to boost sales by up to 29% and sales productivity by up to 34%. 81% of CRM users utilize multiple types of devices to access the system. 47% of CRM users said the platform had a huge impact on customer retention and satisfaction. Finally, there is plenty of room for the CRM software market to grow at 40% of sales professionals still use old-fashioned methods such as email programs and spreadsheets to store customer data.

Now that you have learned about the importance of online CRM software, it’s time to get down to business and select a suitable solution for your needs. First, get a primer on CRM software to learn about the factors and features you should be looking for. To further help you, this article details the main functionalities and benefits of Insightly as well as the top 10 alternatives to Insightly from which you can make an informed choice.

What is Insightly?

insightly dashboard example

Insightly is a top online CRM software that boasts more than 500,000 users worldwide. This cloud-based solution is designed for small business but also offers enterprise-level modules for multi-level organizations and large companies.

The platform’s key features include task management, pipeline management, and contact management. These functionalities help you collaborate effectively, enhance customer communication, monitor your deliverables to customers, get clear sales visibility and overview of your company, and boost efficiency and productivity. Insightly offers mobile platforms for Android, Kindle, and iOS devices, and it integrates seamlessly with leading apps such as Outlook, Office, MailChimp, Evernotes, Gmail, and Google Apps.

Benefits of Insightly

  1. The software is easy to use as it offers intuitive tools that you can utilize to secure data, customize features, and invite new users.
  2. It provides integrated project management all stages of customer engagement. You can create project tasks, pipelines, and milestones, track project performance, monitor email correspondence, set automated email alerts, and more.
  3. Insightly allows you to go social easily as all you need to do is enter an email address and the system automatically detects its linked social networks such as Facebook, LinkedIn, Twitter, and Google+, and other places where the email account has participated.
  4. Features such as dashboard, pipeline activity, opportunity reports, and tasks/milestones give you a real-time micro or macro overview of your company’s activities.
  5. You can enroll for class-based Insightly End User Curriculum training to learn to maximize the tool to meet your business goals.
  6. Finally, you can use the conventional HTTP REST API to integrate the CRM with other solutions. The vendor supports XML- and JSON-based requests, and offers technical details.

If you wish to look beyond Insightly at other CRM solutions, don’t go away. We also provide you with the essential details about top 10 alternatives to Insightly as well as 3 good reasons why you should opt for the alternative app instead of Insightly and vice versa.

1. HubSpot CRM

hubspot crm dashboard example

A simple-to-use platform, HubSpot CRM enables sales teams to start quickly without making changes to their existing processes. This software is ideal for businesses that wish to explore the potential of a CRM tool as well as those that are unable to maximize the effectiveness of their current CRM. The best part is HubSpot CRM offers all the essential features without complicating things with needless functionality. The vendor actually offers the app for free. You can sign up for the HubSpot CRM free app here.

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The program helps you effortlessly create detailed company and contact profiles, and tidily organizes all records of customer communication. You can utilize it to efficiently assign and track your deals, and monitor the performance of your reps. However, if you are looking for a wider choice, check out these HubSpot CRM alternatives.

Why opt for HubSpot CRM over Insightly?

  1. You can link it to all the locations where your sales processes are taking place.
  2. Enjoy unlimited storage and as many as 1 million contacts for free.
  3. The software runs quietly in the background of all the solutions you are using, and you can trigger it when needed.

Why opt for Insightly over HubSpot CRM?

  1. It offers flexible calendaring and events.
  2. It provides an automatic address book.
  3. It presents custom fields and filters.

2. Pipedrive

pipedrive dashboard example

Pipedrive has been designed by expert web app developers and sales professionals. It neatly organizes your business leads to provide you a great overview of your sales, and enables you to concentrate on priority deals. You can set up your account in a minute and get started immediately when you sign up for the Pipedrive free trial here.

The platform is mobile optimized to help you be productive on the go. Plus, it integrates smoothly with leading third-party business solutions such as Google Contacts, Google Calendar, and other Google applications. The best part is Pipedrive allows you to personalize your approach to each important lead and give it full attention. For other good choices, browse these Pipedrive alternatives.

Why opt for Pipedrive over Insightly?

  1. It offers a great sales pipeline view as well as timeline view.
  2. It facilitates email integration.
  3. It provides a robust API for seamless integration.

Why opt for Insightly over Pipedrive?

  1. It offers a notification and follow system.
  2. It facilitates mass email contacts with MailChimp integration.
  3. It allows you to view all completed events and tasks by project.

3. Freshsales

freshsales dashboard example

Freshsales was developed by the parent company as a solution for its own needs of managing diverse elements of the sales process and to avoid the use of multiple programs for the job. The software offers all features of legacy CRM solutions as well as its own unique way to prioritize pipeline opportunities and optimize sales. If you want to investigate the features closely you can easily do so when you sign up for a Freshsales free trial here.

It provides deep sales insights and enables companies to use them effectively. The advantages of Freshsales are simple and uncomplicated setup procedures, cloud-based operations, and multiple seamless integrations. The best part is you can learn where your leads are coming from which is invaluable info for sales teams. If you are not satisfied, take a look at these Freshsales alternatives.

Why opt for Freshsales over Insightly?

  1. It enables advanced lead scoring.
  2. It facilitates interactive pipeline management.
  3. It allows you to personalize templates.

Why opt for Insightly over Freshsales?

  1. It provides a clear dashboard for quick lookups.
  2. It sends you automatic email reminders.
  3. It allows you to specify roles for contacts.

4. Zoho CRM

zoho crm dashboard example

We have included Zoho CRM is this list of top 10 alternatives to Insightly as this solution is designed to help companies attract, retain, and satisfy customers to boost their business. Core functionality includes purchase control, sales pipeline management, and contact and lead management. Zoho CRM offers an easy-to-use interface and allows you to customize its dashboard for your specific business needs. With this platform, you can automate routine activities, monitor sales, and engage customers on multiple channels. In addition, its mobile platform allows you to take the CRM in the field to get real-time updates and close deals on the go. Finally, the tool integrates easily with other Zoho productivity solutions as well as with Google Apps, ConstantConnect, QuickBooks, MailChimp, MS Outlook, and more. If you wish to scout for other products, view these Zoho CRM alternatives.

Why opt for Zoho CRM over Insightly?

  1. It enables you to capture leads from your website.
  2. It automates your lead management process.
  3. It fast-tracks the lead to deal process.

Why opt for Insightly over Zoho CRM?

  1. It provides automatic backups.
  2. It uses 128bit SSL security (military grade AES-256 encryption) to keep your data secure.
  3. It presents auto detection of email address, LinkedIn, and Twitter profiles.

5. bpm’online CRM

bpmonline dashboard example

Bpm’online CRM is an agile CRM solution for midsize and large enterprises. It enables them to accelerate their marketing, sales, operations, and service processes. This program aligns teams, processes, and data to help users better connect with their customers and quickly adapt to their needs. With bpm’online CRM, you can accelerate implementation using its out-of-the-box functionalities, speed up adoption with the user-friendly and smart UX, accelerate change utilizing its agile low-code platform, and speed up organizational alignment with cross-functional orchestration and by automating manual processes.  If you wish to look at other options, browse these bpm’online CRM alternatives.

Why opt for bpm’online CRM over Insightly?

  1. It offers customer data management integrated with LinkedIn, Facebook, and Twitter.
  2. It presents lead management with export function (website, MS Excel and other sources).
  3. It provides document management compatible with MS Word.

Why opt for Insightly over bpm’online CRM?

  1. It offers clear and simple training course materials.
  2. It allows you to add custom fields.
  3. It enables you to create user permissions.

6. Salesforce CRM

salesforce crm dashboard example

Salesforce CRM allows you to track all customer interactions and info in one place to follow more leads. You can track these leads until conversion using its Partner Management, Sales Data, Marketing Automation, and Lead Management modules. With this software, you can improve your sales team’s productivity wherever they work – online, at the office, or in the field. The vendor offers mobile apps for iOS and Android devices that feature real-time data from custom reports and dashboards. Plus, the apps have a Feed First feature that displays the most important info based on your settings. Finally, the system provides you more flexibility by integrating seamlessly with leading business solutions such as Zendesk, Zuora, and TeamSupport as well as with other major sales, accounting, and CRM platforms. If you are not satisfied, browse these Salesforce CRM alternatives.

Why opt for Salesforce CRM over Insightly?

  1. Its Opportunity Management module gives you more insight on sales opportunities.
  2. You can track clicks, launch campaigns, and automate the process to generate hot leads.
  3. Use the dashboards and reports to collect data for in-depth analysis and reporting.

Why opt for Insightly over Salesforce CRM?

  1. It offers a REST-based Application Programming Interface (API) for smooth integrations.
  2. You can view your contact’s public online information with a single click.
  3. It allows you to set up pipelines, relationships, and activity sets.

7. ProsperWorks

prosperworks dashboard example

ProsperWorks is an online CRM platform designed for Google Apps users. It helps you improve customer engagement in quick time and maximize the effectiveness of your digital activities. Agents get the tools they need to automate key operations and address the requirement for quality decisions. The best part is there is no need for installation or training, and Gmail users can get full visibility on their data from day one. With this tool, they can send emails, track leads, automate tedious tasks, get complete visibility on the activities and pipeline of each team member, and utilize the helpful VoIP calling functionality. In short, ProsperWorks assists you to convert sales bottlenecks into clear selling opportunities. If you are not impressed, try these ProsperWorks alternatives.

Why opt for ProsperWorks over Insightly?

  1. It integrates easily with your G Suite applications.
  2. All your data is pre-populated in the platform, which eliminates the risk of valuable leads slipping through the cracks.
  3. It offers a Google Chrome extension.

Why opt for Insightly over ProsperWorks?

  1. It provides self-service support options to users.
  2. It offers custom email and mass email templates.
  3. It presents custom charts and reports.

8. Nimble

nimble dashboard example

Nimble is a popular CRM platform that enables users to develop better work relationship utilizing multiple channels. It provides a quick and smart way to engage, track, and nurture business contacts as it offers the needed context to conversations. The software gathers your contacts, collaborations, communications, and calendar in one secure hub. It gets info from leading social media sites such as Facebook, Twitter, and LinkedIn, and automatically links this function to your business contacts. Enterprises do not have to invest in multiple solutions as they can utilize this single platform to find companies and individuals pertinent to their business, engage these contacts effectively, nurture the relationships, and convert opportunities for sales deals. For more good choices, take a look at these Nimble alternatives.

Why opt for Nimble over Insightly?

  1. It facilitates social Listening and engagement to help you generate new leads.
  2. You can categorize easily with the program’s handy Tags and Searches feature.
  3. Effortlessly schedule events and coordinate calendars.

Why opt for Insightly over Nimble?

  1. It provides a notification and follow system.
  2. It offers a clear dashboard for quick lookups.
  3. It facilitates automatic backups.

9. Nutshell CRM

nutshell dashboard example

Nutshell CRM is an intelligent software platform that helps sales agents become more successful and small businesses to get more deals quickly. The solution integrates smoothly with the existing software of small businesses such as MS Office/Outlook and Gmail/G Suite. The best part is you don’t need a CRM administrator or implementation consultant as you can be up and running with the solution in less than a day. The vendor provides onboarding help and knowledgeable customer support to resolve any issues promptly. You can utilize the handy 14-day free trial to check out the application’s features before deciding to upgrade to any of the affordable pricing packages. If you want more choices, view these Nutshell CRM alternatives.

Why opt for Nutshell CRM over Insightly?

  1. It provides tools for lead relationship management.
  2. It presents robust sales analytics reports.
  3. It offers bulk email templates.

Why opt for Insightly over Nutshell CRM?

  1. It presents an automatic address book.
  2. It sends you automatic email reminders.
  3. It utilizes advanced security and encryption measures to keep your data secure.

10. Base CRM

base crm dashboard example

Base CRM provides the needed sales tools to enhance your sales team’s productivity and grow your company. You can improve customer relationships by syncing and storing all emails, notes, recordings, and call records that you have shared with them. In addition, you can customize sales stages and collaborate with your team on different activities and opportunities. Base CRM allows you to effortlessly delegate leads to the right sales agents. It enables you to gauge the strengths and weak points in your business processes to accurately forecast sales and improve sales performance. Finally, you can utilize this platform in popular social networks to engage your customers in an environment familiar to them. If you are not impressed, view these Base CRM alternatives for other choices.

Why opt for Base CRM over Insightly?

  1. It provides full visibility into existing opportunities in your sales pipeline.
  2. You can track and sort emails automatically.
  3. It facilitates auto-updating of contacts.

Why opt for Insightly over Base CRM?

  1. It offers a free plan for up to 2 users.
  2. It provides custom fields and filters.
  3. It enables you to look at all completed tasks and events by project.
Adam Goldberg

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.

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