Overview: Insightly CRM and Bloomerang as CRM Category solutions.

Insightly CRM and Bloomerang offer different strengths within the CRM space. Insightly focuses on integration and data handling, essential for large enterprises in tech and finance. Bloomerang excels in user engagement and social media management, appealing to non-profits needing efficient donor communications. Insightly serves broad industries with robust support, while Bloomerang is tailored for non-profits with extensive onboarding and strong social media tools.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Bloomerang: Bloomerang is a comprehensive donor management and fundraising software designed for nonprofits. It helps to acquire, retain, and engage donors effectively.

Insightly CRM and Bloomerang: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM excels with contact list management, workflow management, and lead tracking, catering to organized customer relationship processes. read more →

Bloomerang highlights engagement management and social media management, making it strong for communication-focused workflows. read more →

Business Goals

Insightly CRM supports enhancing customer relationships and acquiring new customers, aligned with growth-focused strategic aims. read more →

Bloomerang helps improve digital and social presence while scaling best practices, fitting well into efficiency-oriented goals. read more →

Core Features

Insightly CRM provides extensive integration and data import/export, catering to complex data needs with custom reporting and analytics. read more →

Bloomerang offers robust custom reporting, data import features, and thorough training & onboarding, focusing on onboarding and data insights. read more →

Vendor Support

Insightly CRM delivers 24/7 support and phone support, accommodating large enterprises needing constant assistance. read more →

Bloomerang features comprehensive training, onboarding, and reliable chat support, ideal for users seeking in-depth guidance. read more →

Segments and Industries

Insightly CRM serves large enterprises across IT, financial services, and education, reflecting its compatibility with diverse sectors. read more →

Bloomerang is predominantly used by non-profit organizations, aligning with its focus on educational and charity missions. read more →

Operational Alignment

Insightly CRM integrates seamlessly into large organizational workflows, adept at scaling complexity and operational depth. read more →

Bloomerang fits well into non-profit operations, supporting straightforward communications and donor relationship management. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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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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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Bloomerang

How efficiently Does Insightly CRM and Bloomerang manage your Engagement Management?

Insightly CRM and Bloomerang both help users track and follow up with contacts. Insightly CRM focuses on business interactions, enabling users to manage leads, opportunities, and customer relationships. Bloomerang focuses on fundraising and donation engagement, providing tools to track donor interactions, send newsletters, and manage events. However, Bloomerang's engagement meter relies on an unclear formula, making it difficult to use for strategic planning.

"...I use it to do prospecting and to follow up on my own prospects...." Peer review by Luciana Montivero, Sales Development Representant, Omnia Salud

"...I just wish I could better engage my board to use it for donor interaction logging. ...." Peer review by Brenda B., Executive director

How can Insightly CRM and Bloomerang optimize your Communication Management Workflow?

Insightly Crm and Bloomerang both focus on managing communications with contacts. Insightly Crm emphasizes email tracking and templates, enabling users to track email activity and send mass emails, while Bloomerang prioritizes tracking all donor interactions, including emails, letters, and online donations. Insightly Crm allows users to create email templates, manage leads, and track email opens and clicks. Bloomerang allows users to track email opens, bounces, and unsubscribes. However, Insightly Crm lacks an email tracking process for incoming emails, and Bloomerang cannot track bounced emails.

"...According to the vendor, businesses use Insightly for: Relationship linking Contact management Email tracking Lead management Opportunity management Quote generation Workflow automation Project management Advanced reporting Mobile CRM app with business card scanning and audio notes..." Peer review