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Compare Insightly CRM vs Bonterra Case Management Software

Comparison Summary

For Insightly CRM vs Bonterra Case Management Software comparison, Our AI algorithm looked at 11639 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Insightly CRM and Bonterra Case Management Software to solve their respective business needs.

Pros and cons of Insightly CRM and Bonterra Case Management Software

Insightly CRM is more suited to businesses that require Contact List Management with E-Mail and Engagement Management with E-Mail where as Bonterra Case Management Software is focused towards Customer Case Management with Offline and Social Media Management with Website .

logo Insightly CRM

Focus area

Insightly CRM is better than Bonterra Case Management Software for

Software Failure Risk

  • medium

logo Bonterra Case Management Software

Focus area

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Simplified Data Management and Reporting

Age

2009

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

108

18

Total Goals
(we found evidences for)

13

4

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up


workflow management



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


helpdesk management


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


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


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
  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Increase sales & revenue

  • See 1 more

Top Channels

Channels Used

  • offline

  • website

  • causes and charity

  • point of sale

  • social media

  • mobile

  • See 3 more
  • offline

  • website

  • causes and charity

  • point of sale

  • social media

  • mobile

  • See 3 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