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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 
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76% 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 
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98% 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 
Zoho CRM |
| Description | 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 | Aurea CRM (customer relationship management) solution that lets you drive customer engagement tools deep into your sales organization. ACRM gives sales an AWS-powered holistic view of every interaction and every contact with deep analytic insights. The Aurea hybrid cloud deployment model utilizes the best of AWS to deliver improved availability over on-premise deployments, greater scalability, and lower TCO. Aurea’s mobile CRM solutions mean you can access customer information, process orders, and comprehensively manage your accounts wherever and whenever, whether on the road, at a point of sale, or in a meeting. These user-friendly mobile solutions are made for the mobile devices you use every day eg smartphones, tablets, iPads, and laptops. With 6x faster performance than the standard edition, streamlined UX, additional add-ons and integrations, and Platinum Support, it offers a superior platform for growth and innovation. With sales intelligence, sales reps know where to spend their time and how, using predictive analytics to identify deal threats and accelerators. Predictive CRM helps to rapidly identify your most promising prospects, built hyper-targeted segments, and personalize outreach at scale which results in a significant increase in conversion rates on inbound and outbound campaigns. Read more | Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more | ClickUp is a simple, cloud-based collaboration and project management tool created for all user types. With ClickUp, you have all the features needed to help simplify and streamline your processes including sales, marketing, design and development. ClickUp features an agile board view that allows you to monitor every task on your team in one board and assign tasks to various members of the team. Tasks progress can be viewed in form of percentage and can be marked either “resolved” or “in progress” or users can alternatively customize their task progress statuses. A Gantt chart lets you view your tasks in timeline by list or person and automatically add updates in real time. ClickUp organizes task management in a hierarchal manner and allows you to sort tasks according to their priority. This property allows for improved productivity and lets you to structure your projects by assigning tasks to groups and arranging those groups under different categories. The software can be seamlessly integrated to Slack and similar apps through Zapier. The machine learning capability of the software assists project managers give realistic timeframes for completion of projects and lets teams accomplish their tasks before the deadline. Read more |
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| SW Score & Breakdown |
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
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76% 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
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98% 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
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| SaaSworthy Awards | # 6 Most Popular # 6 Most Popular |
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# 1 Most Worthy # 5 Highly Rated | # 1 Most Worthy # 7 Highly Rated |
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| User Sentiments |
Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting |
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Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization |
Customizable Workspaces, Extensive Integrations, User Friendly Interface, Comprehensive Task Management Mobile App Performance, Slow Loading Times, Steep Learning Curve, Limited Free Plan Functionality |
| Review Summary |
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. |
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Zoho CRM receives positive reviews for its user-friendly interface and affordability. Users appreciate its comprehensive features, including lead tracking, contact management, and automation capabilities. However, some users report a steep learning curve and occasional glitches, particularly with advanced features. While customer support receives mixed feedback, Zoho CRM is highly recommended for businesses seeking an all-in-one solution to improve efficiency and customer relationships. |
Users appreciate ClickUp's user-friendly interface, customization options, and comprehensive features, making it suitable for teams of various sizes and industries. It excels in project management, task tracking, and collaboration. However, some users have experienced occasional technical glitches and limitations in reporting and integrations. Additionally, the pricing structure can be complex for some users. Overall, ClickUp is a popular choice for project management, offering a range of features and customization options, but users should be aware of potential technical issues and pricing complexities. |
| Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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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 |
Aurea CRM Custom |
Standard $14.00 $20.00 per user / month Professional $23.00 $35.00 per user / month Enterprise $40.00 $50.00 per user / month Ultimate $52.00 $65.00 per user / month |
Free Free Unlimited $7.00 $10.00 per user / month Business $12.00 $19.00 per user / month Enterprise Custom test $10.00 $12.00 per user / month |
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| Company Details | Located in: San Francisco, California Founded in: 2012 | Located in: Austin, Texas Founded in: 2012 | Located in: Pleasanton, California - 94588 Founded in: 2005 | Located in: San Diego, CA Founded in: 2016 |
| Contact Details |
+1 888-999-4039 |
Not available https://www.aurea.com/library/customer-relationship-management/ |
+1 877-834-4428 |
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