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 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 does Insightly CRM and Freshsales address your Contact List Management Challenges?

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.

"...software.it is very useful tool to manage the everything and organize contacts, calls from customers...." Peer review by Martin D, Administrative Clerk, Information Technology and Services

"...The organisation and management of lists of contact names and numbers and the opportunity to mass email them...." Peer review by Steve B, Senior Sales Marketing Executive

What makes Insightly CRM and Freshsales ideal 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.

"...Very good and complete free plan for startups, this allows small teams to adopt a professional solution since the early stages of the companyEasy integration with web forms to collect leads with useful links to the social profiles for a first level screening and filtering of the prospectsEasy to set up different pipelines with custom sales stages and to automate custom "activity sets" to generate tasks and follow up automation with just one click..." Peer review by Alessandro Bernardi, CoFounder, Social Elephants

"...Sales Sequences have allowed us to easily re-engage prospects who have become unresponsive...." Testimonial by James Back, Business Development, BigVU

How can Insightly CRM and Freshsales enhance your Communication Management process?

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.

"...The ability to send email directly to Insightly where it is automatically organized into Contacts and Projects is very powerful...." Peer review by Account Manager in Research & Development

"...I like the fact that I cant automate sending emails with triggers...." Peer review by Kevin V, Partner Relationship Manager, Media Production

How can Insightly CRM and Freshsales enhance your Workflow Management process?

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.

"...Expanded workflow management mobile apps...." Peer review by Anonymous Reviewer

"...The sales campaigns are easy to set up and the workflows are just as easy...." Peer review by Josette Skilling, Chief Operations Officer, Member Splash