Overview: Insightly CRM and Freshsales as CRM Category solutions.

Insightly CRM excels in enhancing customer relationships through robust contact and lead management, making it ideal for industries like IT and financial services. Freshsales focuses on driving sales and revenue with strong engagement and communication features, resonating with software and marketing sectors. Both offer comprehensive support and integration options, but Insightly is favored by larger enterprises, while Freshsales appeals to diverse market segments.

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

Freshsales: Freshsales is AI-powered sales CRM software designed to build sales pipelines and close deals effortlessly. It's free for up to 3 users.

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

Key Capabilities Supported

Insightly CRM focuses on contact list management and engagement, with a strong emphasis on workflows and lead tracking, catering to customer relationship needs. read more →

Freshsales enhances engagement and communication management while promoting workflow efficiency, focusing on lead management for dynamic sales activities. read more →

Business Goals

Insightly CRM helps businesses enhance customer relationships and acquire new customers, aligning with goals to improve stakeholder relations and expand market reach. read more →

Freshsales drives sales increase and customer acquisition, aimed at improving efficiency and return on investment. read more →

Core Features

Insightly CRM offers diverse integrations, custom reports, and data import flexibility, vital for businesses prioritizing analytics and privacy. read more →

Freshsales provides powerful analytics and AI enhancements, with a focus on custom reporting and seamless data operations. read more →

Vendor Support

Insightly CRM offers extensive 24/7 support and phone assistance, accommodating various operational preferences including email and chat. read more →

Freshsales delivers 24/7 support with strong phone and email service, supporting operational requirements efficiently. read more →

Segments and Industries

Insightly CRM is predominantly used by large enterprises in sectors like IT and financial services, demonstrating its suitability for large-scale operations. read more →

Freshsales is favored by industries such as computer software and marketing, appealing to diverse businesses from small to large enterprises. read more →

Operational Alignment

Insightly CRM aligns with complex, large-scale workflows, tailored for sectors needing detailed customer management and communication. read more →

Freshsales integrates well into varied operational workflows, attracting businesses looking for comprehensive engagement and communication tools. 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 Freshsales

How can Insightly CRM and Freshsales optimize your Contact List Management Workflow?

Insightly Crm and Freshsales both manage contact information. Insightly Crm allows users to link contacts to organizations, opportunities, and projects, while Freshsales focuses on tracking leads and customer contacts. Insightly Crm allows users to create contact records directly from website visitors, but Freshsales excels in managing communication channels like phone calls. Both tools offer bulk email capabilities, but Freshsales emphasizes personalization in its email marketing. A limitation of both tools is slow or unreliable customer service.

"...When the Insightly app is used in Chrome, it makes it easy to keep track of contacts and emails without leaving Gmail...." Peer review by Verified User, C-Level Executive in Corporate, Entertainment

"...Your interactions with other people not in your contact list automatically get added to the leads...." Peer review by Ujjwal A, Senior Real Estate Broker, Real Estate

Why is Insightly CRM and Freshsales the best choice for Engagement Management?

Insightly Crm and Freshsales both focus on tracking leads, opportunities, and customer interactions. Both tools allow users to schedule follow-ups and monitor customer engagement. However, Insightly Crm provides more comprehensive integration with email clients, while Freshsales offers features like lead scoring and web engagement tracking. Freshsales has limitations in segmentation and web-to-lead form functionality.

"...We use it to help us maintain out contacts and develop out "lead" pipeline with notes and comments about our customer interactions...." Peer review by John E. Miller, MBA, Partner, Resonant Brands, LLC

"...I like the fact that you can track who you have contacted and follow up with comprehensive emails until a deal is closed...." Peer review by Themba D, Sales

What Are the key features of Insightly CRM and Freshsales for Communication Management?

Both Insightly CRM and Freshsales facilitate communication management by offering email tracking and sending capabilities. Insightly CRM prioritizes relationship management and includes features for project management and advanced reporting. Freshsales focuses on email and call tracking and provides a calling system within the CRM. However, both lack some features such as dynamic filters for published reports in Freshsales and the ability to insert fields other than names into emails in Insightly CRM.

"...More integrations and the ability for tracking all emails and links would be fantastic as an app..." Peer review by Renea H., Consumer Goods

"...The email tracking, for instance, is really handy if you have team members sharing multiple accounts...." Peer review by Josh F., Director of Marketing, Manufacturing

How does Insightly CRM and Freshsales facilitate Workflow Management?

Insightly Crm and Freshsales both provide workflow automation features, allowing users to create customized processes and manage tasks. Insightly Crm emphasizes workflow customization and offers extensive features for managing various aspects of a business, while Freshsales focuses on streamlining sales processes and automating tasks. However, Freshsales may require third-party tools for advanced functionalities that are built-in to Insightly Crm.