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Insightly CRM vs Agile CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Agile CRM is based on a specific set of business needs and context. The comparison uses 18483 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Agile CRM

Insightly CRM, Agile CRM, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Agile CRM focuses on Contact List Management with E-Mail, Communication Management with E-Mail, Helpdesk Management with E-Mail, Engagement Management with E-Mail, etc.

"Insightly does everything in the most intuitive way possible. " - Seth Rodden

"What a great onboard session with @agilecrm!! Great product and a great experience. " - Leonel de Oliveira

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Insightly CRM is better than Agile CRM for

Software Failure Risk

  • medium

logo Agile CRM

Focus area

Agile CRM is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Agile CRM | Automate your sales, marketing, and service in one platform

Age

2009

2012

Financials

SERIES C

PRIVATE

Business Need

Total Processes
(we found evidences for)

108

103

Total Goals
(we found evidences for)

13

16

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign monitoring




business development



social media management

social media analytics

managing social media account


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score



account management


competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: demographic

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


category management



social media marketing


subscription management


conference call management


database marketing


segmentation and targeting



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve efficiency

  • Grow market share

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve ROI

  • Launch new products

  • Improve brand engagement

  • Improve digital and social presence

  • Improve internal communications

  • Improve stakeholder relations

  • Build brand awareness

  • Reduce bounce

  • See 13 more

Top Channels

Channels Used

  • e-mail

  • website

  • social media

  • phone calls

  • user generated content

  • blogs

  • newsletter

  • text SMS

  • Facebook

  • LinkedIn

  • chat

  • video

  • mobile

  • Twitter

  • offline

  • Facebook page

  • point of sale

  • mobile app

  • games

  • Skype

  • promotions

  • review sites

  • Amazon

  • events

  • trade shows

  • coupons

  • on premises

  • Instagram

  • See 25 more
  • e-mail

  • website

  • social media

  • phone calls

  • user generated content

  • blogs

  • newsletter

  • text SMS

  • Facebook

  • LinkedIn

  • chat

  • video

  • mobile

  • Twitter

  • offline

  • Facebook page

  • point of sale

  • mobile app

  • games

  • Skype

  • promotions

  • review sites

  • Amazon

  • events

  • trade shows

  • coupons

  • on premises

  • Instagram

  • See 25 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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high

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting