|
|
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
|
79% 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
View Details
|
| 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 | OneHash CRM is a software-as-a-service (SaaS) CRM and ERP solution that helps you increase sales, enroll clients faster and accomplish more with less. It assists the users in building long-term client connections by simplifying and automating operations and enhancing cooperation and communication among the parties involved. OneHash CRM reduces the expense of human lead assignment by using the power of logical sequencing to allocate leads automatically. It helps in improving pipeline management, and increasing income by combining cutting-edge technology with an aesthetically pleasing UI. It further enables the user in tracking leads and in creating invoices and estimates. You can also increase your audience engagement with better content and manage campaigns with OneHash. Users can additionally manage their contacts along with monitoring their call logging with OneHash. The software can easily be integrated with multiple other websites like Shopify, Slack, and much more. It also supports Android and iOS for better functioning of operations. They offer three pricing plan variations: the Startup plan is free, while the unlimited and ultimate plans are $10 and $25 per user per month respectively. Read more |
| Pricing Options |
|
|
| 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
|
79% 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
|
| SaaSworthy Awards | # 6 Most Popular # 6 Most Popular |
Not Available
|
| Total Features |
25 Features
|
6 Features
|
| Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
| Unique Features |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
| Organization Types Supported |
|
|
| Platforms Supported |
|
|
| Modes of Support |
|
|
| API Support |
|
|
| User Rating |
|
|
| Rating Distribution |
|
|
| User Sentiments |
Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting |
Comprehensive CRM Functionality, Extensive Integrations, Customizable Features, Excellent Customer Support Steep Learning Curve, Mobile App Functionality, Complex User Interface, Limited Documentation |
| 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. |
Based on reviews from G2, Capterra, and Trustpilot, users generally find the product easy to use, with intuitive navigation and a clean interface. Many users appreciate the detailed reporting and analytics features, which provide valuable insights into their business performance. The customer support team is praised for being responsive and helpful, providing prompt assistance when needed. Some users mention occasional glitches and limitations in customization, but overall, the product is well-received for its user-friendliness, reporting capabilities, and reliable customer support. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
|
|
|
Pricing Plans
Monthly Plans
Annual Plans
|
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 |
Startup Free Unlimited $10.00 $10.00 per user / month Ultimate $25.00 $25.00 per user / month |
|
View Detailed Pricing
|
View Detailed Pricing
|
Get personalized recommendations from our experts on call
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 |
+ 8 More
|
+ 8 More
|
| Videos |
+ 5 More
|
|
| Company Details | Located in: San Francisco, California Founded in: 2012 | Located in: Delaware |
| Contact Details |
+1 888-999-4039 |
+1 647 614 2152 |
| Social Media Handles |
|
|
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.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.