get-free-advice
Clara Icon MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
Get Started
/*
Loading...
*/
Zoho Books logo

Zoho Books

  Add to Compare

74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Freshworks 360 logo
View Details

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insightly logo
CRM Software

4.1 6,036 user ratings

Visit Website

Overview

Description Freshworks 360 is a customer engagement software that offers integration between the marketing, sales and support team to provide a seamless experience to the customers. It provides a 360-degree view of the targeted customers and centralizes all customer conversation from multiple media, marketing, and sales channels at single place. Freshworks 360 ensures full collaboration among teams to help them give quality customer services and support timely. Customer data and interaction history are easily accessible, and brands can track social media mentions as well. Freshworks 360 is customizable and is flexible enough for any team size. This omnichannel CRM tool can also serve as a helpdesk tool. Read more Insightly stands out as a versatile and powerful CRM tool, adept at capturing and managing leads through every stage of the sales process. With Insightly, users benefit from comprehensive contact management capabilities, enabling them to effortlessly track essential lead information, including details derived from emails. The platform's seamless integration with popular cloud storage services like Dropbox, Box, Google Drive, and Microsoft OneDrive simplifies file uploads, ensuring a hassle-free experience. Beyond its CRM functionalities, Insightly features an inbuilt project management system that allows for continuous workflow monitoring and timely content publication. Its adaptability makes it an ideal choice for various sectors including accounting, construction, education, health, and real estate, solidifying its position as a fundamental tool for businesses aiming to streamline their operations and enhance productivity. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Starts at $29.0. Offers Free-forever plan.
SW Score & Breakdown

74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    69%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    63%

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    85%
  • Momentum
    66%
  • Popularity
    80%
SaaSworthy Awards
Not Available
# 6 Most Popular # 6 Most Popular

Features

Total Features
3 Features
25 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 17 More - Show Less
  • Unique Features
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    Not Available
    4.1/5 6,036 user ratings
    Rating Distribution
    Not Available
    • Excellent

      32.8%
    • Very Good

      46.9%
    • Average

      15%
    • Poor

      3.3%
    • Terrible

      2%
    User Sentiments
      Not Available

      Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features

      Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting

    Review Summary
    Not Available

    Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness.

      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Starts at $29.0. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Freshworks 360 Custom

    Free Free

    Plus (CRM) $29.00 $29.00 per user / month

    Professional (CRM) $49.00 $49.00 per user / month

    Enterprise (CRM) $99.00 $99.00 per user / month

    Plus (Marketing) $99.00 $99.00 per month

    Professional (Marketing) $499.00 $499.00 per month

    Enterprise (Marketing) $999.00 $999.00 per month

    Insightly AppConnect $249.00 $249.00 per user / month

    Plus (Service) $29.00 $29.00 per user / month

    Professional (Service) $49.00 $49.00 per user / month

    Enterprise (Service) $99.00 $99.00 per user / month

    Plus (Insightly All-in-One) $349.00 $349.00 per month

    Professional (Insightly All-in-One) $899.00 $899.00 per month

    Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Have Questions? We can help!

    Get personalized recommendations from our experts on call

    Call Me

    Trusted by more than 5 Million users across the globe.

    Thank you for the enquiry. One of our software analysts will contact you soon.

    Screenshots & Videos

    Screenshots Not Available Marketing
    + 8 More
    Videos Video Thumbnail
    + 3 More
    Video Thumbnail
    + 5 More

    Vendor information

    Company Details Located in: San Mateo, California Founded in: 2010 Located in: San Francisco, California Founded in: 2012
    Contact Details

    +1 650 513 0514

    https://www.freshworks.com/360-customer-engagement/

    +1 888-999-4039

    https://www.insightly.com/

    Social Media Handles

    Not available

    We understand SaaS better

    SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

    icon

    Buyers

    Looking for the right SaaS

    We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

    icon

    Makers

    Want more customers?

    Our experts will research about your product and list it on SaaSworthy for FREE.

    Get Listed