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Compare Insightly CRM vs Merchant Relationship Management

Comparison Summary

For Insightly CRM vs Merchant Relationship Management comparison, Our AI algorithm looked at 12917 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Insightly CRM and Merchant Relationship Management to solve their respective business needs.

Pros and cons of Insightly CRM and Merchant Relationship Management

Insightly CRM is more suited to businesses that require Contact List Management with E-Mail and Engagement Management with E-Mail where as Merchant Relationship Management is focused towards Sales Document Management and Lead Management .

Both Insightly CRM and Merchant Relationship Management are CRM software, peers recommend Insightly CRM for business development and tracking contacts where as Merchant Relationship Management is more known for digital signature and helpdesk management .

logo Insightly CRM

Focus area

Insightly CRM is better than Merchant Relationship Management for

Software Failure Risk

  • medium

logo Merchant Relationship Management

Focus area

Merchant Relationship Management is better than Insightly CRM for

Software Failure Risk

  • low

About

CRM Software for Gmail, G Suite and Outlook.

CRM & Underwriting Platform

Age

2009

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

108

53

Total Goals
(we found evidences for)

13

11

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




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

lead qualification: demographic

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


payment management


performance 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

  • Increase sales & revenue

  • Enhance customer relationships

  • Manage risk

  • Improve efficiency

  • Improve visibility

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Improve digital and social presence

  • Reduce bounce

  • See 8 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more
  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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low

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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