Tracking customer interactions is a business imperative when you are planning to scale up. It helps you understand customer demands and serve them accordingly. Entrepreneurs are investing in relevant CRM tools to automate their process and run omnichannel marketing campaigns hassle-free.
But, the question is which CRM tool works best for the business.Since no businesses operate in the same line, the requirements are also different. While some need a contact management tool, the other needs something that can manage sales, marketing and customer support better.
Here comes the comparison between Insightly, one of the most hyped software of the recent times and ConvergeHub.
| ConvergeHub | Agile |
|---|---|
| ConvergeHub CRM’s basic version does an all-comprising job. It comes up with extensive marketing automation features, cutting-edge emailing technology (comprising email tracking), project management, billing, customer support, and seamless integrations with the most noted apps, rich analytics and reporting features for the growth of small and medium businesses. | The basic version of Insightly is more of a contact management tool. For all-in-one enterprise grade features and automation, users need to opt for professional or enterprise subscription which is quite expensive. It’s certainly not an ideal choice for startups & SMBs with limited budget. |
ConvergeHub offers an attractive pricing point
As already mentioned, Insightly is not an ideal option for startups. In its basic level it is just a contact management tool that too comes at $29 per user per month. The all-in-one version with CRM , marketing and service comes at $349 per month per user. While ConvergeHub’s basic version is just $9 per user per month. No doubt, ConvergeHub offers more competitive pricing to help startups and SMBs create superior customer journeys to drive more business, revenue, and growth.
Insightly offers five types of subscription plans for CRM, Marketing, AppConnect, Service and Insightly all-in-one. While the Plus (standard) version’s price range is between $29 to $349 in each case, the Enterprise version (Professional) ranges between $99 to $3499. To access Insightly’s advanced tools, you need to subscribe for Enterprise version of the tool.
There is no free trial plan when it comes to Insightly.On the contrary, ConvergeHub’s basic plan offers several key features which help you create an ultra-connected experience and achieve strategic business outcomes. It starts with $9 per user. It also serves as a centralized, organized hub enabling consistent communication with customers as well as with employees.
Keep exploring!
| Insightly | ConvergeHub | |
|---|---|---|
| CRM Features | ||
| Timeline for setup | Within a few days | Within a few hours |
| Marketing Automation | ||
| Ease of Access | Moderate | Extremely Simple |
| Pricing | Starts at $9 per user/month | Starts at $9 per user/month |
| Plans | Monthly/Yearly contract | Quarterly contract |
While Insightly CRM is only good for contact management, ConvergeHub CRM offers all of the marketing automation and sales features that are essential to any modern business, wanting to scale the smart way. With far more superior and advanced marketing automation features such as Multi-step Campaigns, Auto Responders, Automated Lead Scoring, Life-cycle & Drip Marketing, Behavior-Based Segmentation, and Automatic Campaign Triggering, ConvergeHub CRM is the most powerful and affordable Insightly alternative.
| Insightly | ConvergeHub | |
|---|---|---|
| Multi-step Campaigns | ||
| Auto Responders | ||
| Automated Lead Scoring | ||
| Life-cycle & Drip Marketing | ||
| Behavior-Based Segmentation | ||
| Automatic Campaign Triggering |
Insightly CRM users cannot make use of predefined email templates and themes. Additionally, ConvergeHub CRM offers more by allowing its users to personalize their emails by customizing their templates as per their needs.
| Insightly | ConvergeHub | |
|---|---|---|
| Email Templates & Themes | ||
| Email Personalization |
Gain instant access to contact-level web analytics like never before with ConvergeHub CRM. All ConvergeHub accounts include sophisticated email tracking with email opening notifications when contacts click and browse through your website.
In addition, ConvergeHub also offers highly insightful growth report and sales funnel charts that showcase timely performance, which establishes ConvergeHub CRM as an extremely dependable Insightly alternative.
| Insightly | ConvergeHub | |
|---|---|---|
| Email Tracking | ||
| Email Open Notifications | ||
| Web Visitor Tracking |
ConvergeHub offers a billing module, which has estimation, invoicing, and payment tracking capabilities. Moreover, we are constantly adding new and improved integrations for facilitating greater use of our CRM. Insightly does not have this module integrated into their CRM.
| Insightly | ConvergeHub | |
|---|---|---|
| Billing/Invoicing | ||
| Payment Tracking |
Unqualified prospect management and Knowledge Base
ConvergeHub CRM makes your sales and marketing funnel work perfectly by dividing your database into suspect, prospects, and accounts, which is also available with Insightly.
However, unlike ConvergeHub customer relationship management application, Insightly CRM is devoid of any canned messages in its customer service module, which can help account representatives reply to most asked questions, using pre-composed messages that are intuitively managed in the CRM.
| Insightly | ConvergeHub | |
|---|---|---|
| Prospect Module | ||
| Canned Messages |
Project Module and SalesProcess Management
ConvergeHub helps you to manage projects of any scale with the help of its Project Module, which is also available for the users of Insightly CRM.
ConvergeHub also helps users to custom workflow with sales process management tools. Create automated reminders so that users can get informed about their checklist of actions necessary for conversion and the leads do not fall through the crack. However, this functionality is not available to the users of Insightly CRM platform.
| Insightly | ConvergeHub | |
|---|---|---|
| Project Module | ||
| Automated Reminders | ||
| Sales Process Management |
Areas where Insightly Fall Short
Insightly Lacks Efficient Reporting Features
You need actual, verifiable data that quantifies development rather than making assumptions. Having reports enables you to keep a track of what’s running in your business and how your customers are responding.
Insightly lacks in-depth reporting features that could capture valuable data in real time.The tool hardly helps in forecasting trends and your future course of action. The lack of robust reporting features affects your business decisions for sure.
Insightly Has No Helpdesk
There will be queries and complaints from your customers, no matter which business sector you are working in. The ideal method for addressing and responding to these inquiries is helpdesk. Without a help desk, your customers practically will have no way to connect with your customer service agents via phone, live chat, or email. And, this is certainly one of the biggest drawbacks , especially when the platform itself deals with customer relationship management or CRM. Without an issue being resolved or customers’ mails left unanswered, there’s practically no support or assistance available.
But you can check these Insightly Alternatives for your
Startup or SMB
Zoho CRM
Zoho CRM is a cloud-based customer relationship management (CRM) software that offers features like sales and marketing automation, customer support, project management and business intelligence.
Zoho CRM has a free trial and pricing starts at $9 per user per month.
HubSpot
HubSpot is a full-service CRM. If you’re looking for something to help with marketing automation and lead generation, HubSpot is a great option. It has over 31 integrations with other tools, including Salesforce and Zendesk. In addition to their paid plans (which start at $29 per month), they also have a free version that provides access to all of their features except reporting, which requires an annual subscription fee of $99 per year or $399 if you want it delivered via email instead of on the website.
HubSpot has been around since 2010 and has seen huge growth over time because they specialize in helping small businesses grow their sales through online marketing strategies such as keyword research, web design consulting services & more!
Freshsales
Freshsales is a CRM tool that integrates with email and calendar. It has a free plan and a paid plan, which starts at $19/month. The interface is nice, but it’s hard to find the information you need if you don’t know where to look.
Pipedrive
Pipedrive is a CRM that focuses on sales and marketing automation. It’s easy to use, has integration with many other tools, and has a good mobile app.
Pipedrive is not the only alternative available for Insightly users—you can also check out Salesforce Marketing Cloud or Eloqua Sales Navigator if you prefer something else.
Agile CRM
Agile CRM is a cloud-based tool that’s easy to use and has a lot of features. It’s also affordable, with plans starting at $15 per user per month.
The most notable feature of Agile CRM is its integration with other tools. You can send leads directly from Google AdWords, work on an iPad or iPhone with the mobile apps (available for iOS and Android), and even schedule calls from Slack messages! This makes it great for small businesses because it allows you to do all your work in one place without having to spend time setting up each integration individually.
Agile CRM has integrations with Salesforce, Zendesk, Gmail/Gmail Apps for Businesses (formerly known as Gmail) and many others—so if you’re looking add one more piece onto your marketing arsenal then this should be on top of your list too!
Keap
Keap is a free CRM tool that’s cloud-based, meaning you don’t have to download anything. It’s easy to use and has many features, including the ability to integrate with other tools like Salesforce or Slack.
Keap has an excellent mobile app available on both Apple Store and Google Play that allows you to do everything from your phone or tablet while on the go!
To get started with Keap, just click here!
Salesforce
Salesforce is one of the most popular CRM systems, and for good reason. Salesforce is a cloud-based tool that offers an abundance of features and integrations with other SaaS products. It’s also quite expensive, though it can be free if you have less than 5 users at your company.
The complexity of this platform has led to many complaints about how difficult it can be to use; however, Salesforce does offer resources like guides and templates in order to help new users get up and running quickly without much effort (and without getting bogged down by all those features). The learning curve may not be as steep as some would expect; however, if you’re looking for a tool that will give your team complete control over their data while still allowing them access across multiple platforms within one system—then look no further!
ConvergeHub: Powerful Insightly Alternative to Fast-Track your Startup’s Growth
As a small business owner, you know that time is money. Keeping this in mind, ConvergeHub is developed. Startups with limited marketing budgets also need a tool that helps them manage sales, marketing and support at one go. It saves time, money and resources that could be otherwise spent in more crucial areas.
That’s where ConvergeHub makes a winning choice for the SMBs. It allows you to work with just one tool for everything from customer relationship management (CRM) to sales pipeline management.
Sign up for a free trial and a ConvergeHub expert will contact you.
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