TOP 16 Insightly CRM Systems: Overview and Selection

LP-CRM - CRM for product business, e-commerce and services. Optimize sales, automate order processing, manage customers and increase profits. Great solution for small and medium business.

What you get

• Understandable interface. Easy navigation, intuitive functions for quick team adaptation.
• Accurate customer accounting. All customer information in one place, easy search and segmentation.
• Sales automation. Optimizes sales funnel, increases conversion and profit.
• Analytics and reports. Detailed reports on key indicators for informed decision making.

Features

• Insightly: overview, prices, functions
• LP-CRM: for e-commerce
• Sales automation
• Integration with services
• User-friendly LP-CRM interface

SalesDrive - CRM for e-commerce: automate sales! Integrations with marketplaces, delivery services, payment systems and warehouse. Optimize your online store with SalesDrive!

What you get

• Економія часу. Automate routine, free up time for clients.
• Convenient integration. Easily connect marketplaces, delivery, payments.
• Centralized management. Manage the entire business from a single place.
• Sales growth. Optimize processes, increase profit with SalesDrive.

Features

• Insightly CRM: powerful overview
• SalesDrive: CRM for e-commerce
• Sales automation
• Integration with marketplaces
• Easy warehouse management

Creatio (Sales) - low-code CRM platform for automating sales business processes. Flexible customization and integration. Extend CRM capabilities with minimal code. Optimize your sales funnel!

What you get

• Flexible automation. Automate business processes without coding.
• Quick adaptation. Change the system to suit your needs without involving developers.
• Improved productivity. Increase team efficiency and profitability.
• All-in-one management. Get full control over sales and marketing.

Features

• Insightly: ease of use
• Insightly: integration with Google
• Creatio: flexible automation
• Creatio: low code
• Creatio: process scalability

CPAshka - CRM for dropshipping. Automates accounting for dropshippers, orders and payments. Optimize your dropshipping business with CPAshka!

What you get

• Automatic calculation. Accurate accounting of dropshippers and their orders, without manual processing.
• Convenient management. All information about dropshippers in one place, easy search and filtering.
• Payment optimization. Automated calculation of commissions and payments to dropshippers, minimizing errors.
• Reporting and analytics. Detailed reports on dropshipper performance to improve strategy.

Features

• Insightly CRM Overview
• CPAshka: CRM drop
• Automatic partner calculation
• Sales analytics
• User-friendly interface

Odoo CRM is part of the powerful Odoo ERP platform. It offers a comprehensive solution for managing customer relationships, integrated with other business processes: sales, marketing, accounting, and more. Suitable for companies looking for a single system to automate their business.

What you get

• Full integration. All data in one system, avoiding duplication and errors.
• Scalability. Grows with your business, adding new features as needed.
• Customization Flexibility. Adaptation to the unique needs of the business, without restrictions.
• Sales automation. Sales funnel optimization, increased profitability.

Features

• Insightly: Ease of implementation
• Email integrations
• Odoo CRM: Full ERP integration
• Customization Flexibility
• Open Source

Insightly - CRM for small and medium-sized businesses, combining CRM, project management, and integrations. Streamline sales, marketing, and service in one place. Learn more about Insightly's capabilities!

What you get

• Data centralization. All customer and project information in one place for better coordination.
• Marketing automation. Attract more customers with targeted campaigns.
• Integration with other tools. Easily connect your favorite apps for seamless operation.
• Project management. Track project progress and allocate resources effectively.

Features

• CRM for SMB
• Project management
• Integrations
• Simple interface
• Sales automation

NetHunt CRM is a CRM system integrated into Gmail. Manage leads, sales funnels, and automate processes without leaving your familiar email. An ideal solution for those looking for an Insightly alternative with a focus on simplicity and integration with Google Workspace.

What you get

• Gmail integration. Manage leads, deals, and tasks directly from your email, without switching between tabs.
• Sales automation. Create sales funnels, automate tasks and reminders, increasing team efficiency.
• Personalization. Customize NetHunt CRM to your business needs, customize fields and reports.
• Improved collaboration. Share customer information with colleagues, coordinate actions and achieve better results.

Features

• Insightly: detailed overview
• NetHunt: CRM in Gmail
• Sales automation
• User-friendly interface
• Email integration

Vtiger CRM - It's the only platform for sales, marketing, and customer support. An integrated solution to streamline business processes, improve communication, and increase team efficiency. An alternative to Insightly with a broader set of features.

What you get

• Single platform. Unifies Sales, Marketing, and Help Desk for coordinated work.
• Communication optimization. Improves customer interaction at all stages.
• Increased productivity. Automation of routine tasks frees up team time.
• Real-time analytics. Track key metrics and make informed decisions.

Features

• Insightly: CRM for small businesses
• Vtiger: All-in-one platform
• Insightly Overview: Simplicity and price
• Vtiger: 360° Customer Support
• CRM Vtiger: Sales, Marketing, Help Desk

Streak CRM is a CRM system integrated directly into Gmail. Create custom sales pipelines, manage contacts and deals without leaving your inbox. A great solution for those who actively use Gmail at work.

What you get

• Integration with Gmail. Work with clients directly from your email without switching tabs.
• Custom pipelines. Customize sales stages to fit your unique business process.
• Deal tracking. Monitor the progress of each deal and never miss an opportunity.
• Collaboration. Easily share information with your team for better coordination.

Features

• Insightly: Feature analysis
• Insightly: Prices and plans
• Streak CRM: Gmail integration
• Streak CRM: Convenient pipelines
• Streak CRM: Process customization

Copper is a CRM for Google Workspace that is tightly integrated with Gmail. Simplifies managing clients, deals, and tasks directly in your email. Looking for an Insightly alternative with deep Google integration? Copper might be a great choice.

What you get

• Deep Integration. Copper works seamlessly with Gmail, keeping everything in one place.
• Automatic data collection. Contact and deal information is collected automatically.
• User-friendly interface. Intuitive, easy to use for the whole team.
• Google Workspace Native. Full compatibility with Google Workspace, without extra effort.

Features

• Insightly: Overview, pricing, features
• Copper: Gmail Integration
• Insightly: Ease of Use
• Copper: Sales automation
• Insightly: Small business solution

Nutshell CRM: Simple solution for B2B, combining CRM and email marketing. Optimize sales and marketing on one platform. Insightly alternative? Consider Nutshell for your team!

What you get

• Integration with email. Send personalized emails directly from the platform, track opens and clicks.
• Simple interface. Nutshell is an intuitive tool for B2B teams that allows for quick adaptation.
• Clear analytics. Track key sales metrics and marketing campaign performance.
• Sales automation. Free up time to communicate with customers by delegating routine tasks to Nutshell.

Features

• Insightly: CRM for small business
• Nutshell: B2B CRM with email
• Insightly email integration
• Nutshell: Simple interface
• Nutshell Sales Automation

Agile CRM - This is a CRM that unifies sales, marketing, and customer support in one convenient interface. Considering Insightly? Evaluate how Agile CRM can optimize your business processes!

What you get

• All in one place. Integrated space for sales, marketing, and customer support, increasing efficiency.
• Full automation. Automates routine tasks, freeing up time for strategy and business development.
• Intuitive interface. Intuitive platform, easy to use for the whole team, quick learning curve.
• 360° support. Get a complete view of the customer for better service and personalization.

Features

• Insightly: CRM for Growth
• Agile CRM: All in one place
• Sales Automation
• Marketing Integration
• 360° Customer Support

Binotel SmartCRM - CRM from Binotel that provides a complete overview of customers. 360° card, analytics, tasks and convenient integration with PBX. Optimize sales and improve customer service!

What you get

• 360° customer profile. The entire interaction history in one place for better service.
• Complete analytics. Make decisions based on data, not intuition.
• Task automation. Free up team time by delegating routine tasks to the system.
• Integration with telephony. Process calls more efficiently with customer data.

Features

• Insightly CRM Overview
• Binotel SmartCRM 360°
• CRM systems analysis
• Integration with telephony
• Sales automation

monday sales CRM - CRM based on the monday.com platform that adapts to the needs of your sales team. Flexible customization, process automation, and integration with other tools for effective deal and customer management.

What you get

• Full monday.com integration. Use all the features of the monday.com platform for sales.
• Flexible settings. Adapt the CRM to the unique needs of your business.
• Improved team collaboration. Shared data access and easy communication.
• Routine automation. Free up the team's time from repetitive tasks.

Features

• Insightly: Email integration
• User-friendly interface
• Process automation
• Sales analytics
• Customer support

Capsule CRM is a simple and user-friendly CRM for small businesses. Manage contacts, deals, and projects in one place. Insightly alternative? Experience the ease of Capsule CRM!

What you get

• Easy to use. Intuitive interface for quick learning.
• Contacts, deals, projects. All in one place for effective management.
• Convenient collaboration. Share and exchange information with the team.
• Easy start. Quick deployment and integration with other tools.

Features

• Insightly: CRM for small business
• Insightly: Integrations and APIs
• Capsule CRM: Easy to use
• Capsule CRM: Contact management
• Capsule CRM: Sales management

OneBox OS - CRM/ERP platform for business automation: processes, telephony, warehouse, document management - all in one solution! Insightly alternative with broader functionality. Learn more!

What you get

• Management of everything in one. Full control of business processes, from sales to warehouse, without disparate tools.
• Effective telephony. Telephony integration for easy communication with customers and call control.
• Document flow optimization. Simplifying document creation and processing, minimizing paperwork.
• Clear automation. Easy process setup to improve team productivity.

Features

• Insightly: a detailed overview of CRM
• OneBox OS: CRM+ERP in one system
• Automation of business processes
• Telephony and CRM integration
• Effective warehouse management