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Insightly CRM vs Genius Referrals: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Genius Referrals is based on a specific set of business needs and context. The comparison uses 11585 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Genius Referrals

Insightly CRM, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM, whereas Genius Referrals belong to a category of solutions that help Referral Marketing. 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.

Genius Referrals focuses on Referral Management, Campaign Management, Content Management, Advertisement with Mass Media, etc.

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 Genius Referrals for

Software Failure Risk

  • medium

logo Genius Referrals

Focus area

Genius Referrals is better than Insightly CRM for

Software Failure Risk

  • low

About

CRM Software for Gmail, G Suite and Outlook.

Referral Marketing solutions to reduce costs and maximize future growth.

Age

2009

Financials

PRIVATE

NA

Business Need

Total Processes
(we found evidences for)

108

22

Total Goals
(we found evidences for)

13

5

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


referral 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
  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve digital and social presence

  • Improve ROI

  • See 2 more

Top Channels

Channels Used

  • social media

  • website

  • display advertisement

  • chat

  • Whatsapp

  • Facebook

  • Twitter

  • mass media

  • radio

  • television

  • out of home

  • billboards

  • promotions

  • e-mail

  • Pinterest

  • LinkedIn

  • See 13 more
  • social media

  • website

  • display advertisement

  • chat

  • Whatsapp

  • Facebook

  • Twitter

  • mass media

  • radio

  • television

  • out of home

  • billboards

  • promotions

  • e-mail

  • Pinterest

  • LinkedIn

  • See 13 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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low

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Migration Risk

medium

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low

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Business Setting