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Insightly CRM vs Apptivo: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Apptivo is based on a specific set of business needs and context. The comparison uses 14483 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Apptivo

Insightly CRM, Apptivo, 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.

Apptivo focuses on Helpdesk Management, Contact List Management with E-Mail, Sales Document Management with E-Mail, Engagement Management, etc.

"We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. " - Keith Gardner

"The company culture is much more appreciative of a small business and will treat you with respect and dignity... " - Garett Fitzpatrick

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 Apptivo for

Software Failure Risk

  • medium

logo Apptivo

Focus area

Apptivo is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Cloud Business Management Software Suite

Age

2009

Financials

SERIES C

PRIVATE

Business Need

Total Processes
(we found evidences for)

108

76

Total Goals
(we found evidences for)

13

6

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 management

campaign monitoring




business development



social media management

social media analytics


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


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


touchpoint management


performance management


billing and invoice management


distribution management


channel management


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

  • Improve internal communications

  • Enter new markets internationally or locally

  • Improve efficiency

  • See 3 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • chat

  • website

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • text SMS

  • trade shows

  • user generated content

  • blogs

  • mass media

  • promotions

  • Facebook

  • radio

  • television

  • on premises

  • video

  • See 17 more
  • e-mail

  • phone calls

  • chat

  • website

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • text SMS

  • trade shows

  • user generated content

  • blogs

  • mass media

  • promotions

  • Facebook

  • radio

  • television

  • on premises

  • video

  • See 17 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting