Freshsales vs Insightly
June 12, 2023 | Author: Sandeep Sharma
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Insightly is a great tool to help small businesses deal with the vital task of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact - from background, email history and important dates, to any projects or opportunities in which they have participated
Freshsales and Insightly are both popular customer relationship management (CRM) platforms, but they differ in their approach and feature sets.
Freshsales is a robust CRM solution that offers a comprehensive set of features for managing sales activities and customer relationships. It provides tools for lead management, contact management, deal tracking, email integration, and sales analytics. Freshsales focuses on streamlining sales processes, improving sales team productivity, and enhancing customer engagement. It offers a user-friendly interface, customizable workflows, and automation capabilities, making it well-suited for sales-focused organizations.
Insightly, on the other hand, is a CRM platform that combines project management and CRM functionalities. It offers features for lead management, contact management, opportunity tracking, email integration, task management, and project collaboration. Insightly is designed for small and mid-sized businesses that require a CRM solution with project management capabilities. It emphasizes integration with popular productivity tools, such as G Suite and Office 365, and offers flexibility in managing both customer relationships and projects within the same platform.
See also: Top 10 Online CRM software
Freshsales is a robust CRM solution that offers a comprehensive set of features for managing sales activities and customer relationships. It provides tools for lead management, contact management, deal tracking, email integration, and sales analytics. Freshsales focuses on streamlining sales processes, improving sales team productivity, and enhancing customer engagement. It offers a user-friendly interface, customizable workflows, and automation capabilities, making it well-suited for sales-focused organizations.
Insightly, on the other hand, is a CRM platform that combines project management and CRM functionalities. It offers features for lead management, contact management, opportunity tracking, email integration, task management, and project collaboration. Insightly is designed for small and mid-sized businesses that require a CRM solution with project management capabilities. It emphasizes integration with popular productivity tools, such as G Suite and Office 365, and offers flexibility in managing both customer relationships and projects within the same platform.
See also: Top 10 Online CRM software
Freshsales vs Insightly in our news:
2020. Freshworks relaunches its CRM service
Freshworks, the company specializing in customer and employee engagement solutions that encompass a wide range of products, including call center software, customer support tools, HR solutions, and marketing automation services, has announced the launch of its latest offering: Freshworks CRM. Developed on the foundation of the newly introduced Freshworks Neo platform, this new service aims to equip sales and marketing teams with comprehensive tools for gaining valuable insights into their customer base, leveraging the power of machine learning to enhance predictive capabilities. Freshworks CRM essentially represents a rebranding of the company's Freshsales service, complemented by the advanced features of its Freshmarketer marketing automation tool.