While Insightly CRM only offers contact management at its basic level, ConvergeHub CRM 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.
| 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 billing module, which has an 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 |
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 |
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 |
