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Insightly CRM vs Giveffect: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Giveffect is based on a specific set of business needs and context. The comparison uses 11816 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Giveffect

Insightly CRM, Giveffect, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. 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.

Giveffect focuses on Helpdesk Management with Offline, Relationship Management with Offline, Engagement Management with Offline, Campaign Management with E-Mail, etc.

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. " - Jamie Paton

"By switching to Giveffect we have eliminated having to use multiple non-profit platforms to function. Everything was separate for us before and we basically were spending a ton of time moving between nonprofit software, platforms and systems that di...dn't communicate well together and/or did not allow us to present the look and feel of our non-profit organization. With Giveffect, we can easily accomplish all of our tasks from one non-profit software AND on the frontend of things it integrates seamlessly with our own Big Brothers Big Sisters website! " - Kris Hoxie

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 Giveffect for

Software Failure Risk

  • medium

logo Giveffect

Focus area

Software Failure Risk

  • low

About

CRM Software for Gmail, G Suite and Outlook.

All-In-One Nonprofit Software

Age

2009

Financials

SERIES C

PRIVATE

Business Need

Total Processes
(we found evidences for)

108

39

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


performance management


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
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve digital and social presence

  • See 1 more

Top Channels

Channels Used

  • e-mail

  • offline

  • causes and charity

  • website

  • chat

  • newsletter

  • mobile

  • phone calls

  • mobile app

  • See 6 more
  • e-mail

  • offline

  • causes and charity

  • website

  • chat

  • newsletter

  • mobile

  • phone calls

  • mobile app

  • See 6 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