Recently, numerous Insightly alternatives and competitors have been available in the market. Insightly is well-known CRM software for businesses of all sizes.
Due to the development of technology, much other software has more strong features and capabilities at competitive prices than Insightly software.
When selecting the best software for your company comparable to Insightly, you need to consider several vital elements, such as the key features of each solution, the user interface, and the cost.
There are many software available in the market, each with advantages and disadvantages. So, you must carefully examine the option to choose the best insightly alternatives to suit your company’s needs. Here you can see the best insightly alternatives in 2023:
1. EngageBay
EngageBay is one of the greatest options when it comes to insightly alternatives. EngageBay’s CRM services are always free and it is considered as its notable advantage.
EngageBay was established as an affordable alternative to costly CRM software. You receive a software package combining marketing, sales, and customer support functions, eliminating the necessity for numerous isolated systems.
Many people have praised EngageBay for its affordable prices and free offerings. EngageBay’s free CRM offers call integration, a lead scoring system, CRM, email syncing, and the capabilities.
Additionally, you receive leaderboards and gamification for the sales team, sales automation, contact lists that are simple to access, automatic data entry, task creation and assignment, meeting scheduling, and a clear sales pipeline.
You can interact with your customers through email, the phone, SMS, social media, and the web when you use multichannel marketing. The centralized CRM gathers and shows each interaction’s data as a timeline.
Pros
- Streamline sales with a powerful CRM
- Automate marketing tasks with ease
- Provide quick and efficient support
- Improve customer satisfaction
- Seamless team collaboration
Cons
- No automation in the free plan
- Native integrations are limited
- Custom reports with Pro only
Read Also –Top 5 Teachable Alternatives
2. HubSpot
The familiar platforms like HubSpot provides a centralized database that enables users to coordinate their marketing, sales, and customer support operations and also considered as the best alternatives to insightly. HubSpot helps users speed up sales and marketing processes while on the move without significantly altering current structures.
HubSpot is incredibly user-friendly and includes many less complicated capabilities than those in other CRM options. With HubSpot, you can create extremely eye-catching online operation for your business and arrange every significant aspect of communication with your leads, prospects, and clients.
Additionally, HubSpot provides reporting dashboards, contact management tools, pipeline management, deal monitoring, and email templates.
With a current ceiling of one million contacts, HubSpot CRM doesn’t aim to limit how many you can add. It is great that HubSpot offers unlimited data for free CRM, which makes it a competitive choice for newly established companies.
One of the greatest paid plans in the market is offered by HubSpot, and numerous wealthy businesses prefer it to other Insightly alternatives.
Pros
- Robust cross-functional CRM
- Over 1,000 app integrations
- Free CRM has unlimited seats
- Incredibly user-friendly dashboards
Cons
- The platform itself is not that flexible
- Reporting capabilities lacking
- Paid upgrades are expensive
3. Keap
One of the best insightly alternatives is the Keap platform, previously known as Infusionsoft. This platform is a robust CRM platform and is especially best suited for small businesses. It is an Insightly alternatives with many features and all the equipment a small business needs to succeed online.
Also, this platform works with startups, marketing firms, coaches, consultants, and a wide range of other growth-oriented small businesses. This platform provides an all-in-one method that unifies sales tools, marketing automation, and CRM on a single platform.
You can find useful video tours that take you through the features when you first access a new feature through the CRM dashboard. In addition to creating a new pipeline and utilizing other CRM tools, you can choose from simple templates to meet your requirements. Keap helps you send the appropriate messages at the proper times to leads and customers that interact with your content through emails, forms, and social media. Automation is made simple while still preserving a personal touch.
With built-in invoicing and payment processing features, Keap’s two major CRM systems provide you with everything you need to capture leads, advance them through your sales pipeline, and close deals. Some of the favorite features, such as lead scoring and e-commerce tools, are only accessible through the more expensive Max plan.
Pros
- 24/7 chat support via the mobile app
- Best built-in features for invoicing and payment processing.
- Integrate with more than 2,500 software applications
- Easy to automate repetitive tasks
- Partnership-level integrations with payment processors
Cons
- Keap doesn’t provide any tools to manage customer support.
- To avoid loss, creating information and work-in-progress backups is necessary.
- In Firefox, the campaign generator is not functional.
4. Pipedrive
One of the excellent alternatives to insightly is Pipedrive, whose goal is to assist your team in boosting sales and revenue. This platform equips your team for success with its outstanding features, including sales pipeline management, strong analytics that let you spot fresh opportunities, metrics for success, automated processes, and reminders.
It enables sales teams to visualize and tailor their sales pipeline to meet their company requirements. Segmentation, contact history, and automated activity reminders simplify lead and contact management, ensuring you take advantage of every opportunity.
Since Pipedrive has a better mobile app for iOS and Android users than Insightly, it is a great choice for remote sales teams. With the help of this software, salespeople can manage their calendars, daily to-do lists, basic contact, activity, and deal management tasks while on the go.
Pros
- Small and medium-sized businesses
- Remote teams
- Great for prioritization
- Better customization option
- Mobile app for iOS and Android
Cons
- No free plan
- Limited customization options
- Phone support only on the highest tier
Final words
Above mentioned software list is the best alternatives to insightly software that works well for all types of business. Before choosing the software for your business, you must consider price, features, performance, updates, etc. Selecting the software based on your business requirements as the right option to bring a seamless experience is mandatory.
Read Also –Top 5 Teachable Alternatives