Comparison Summary
This comparison report of Insightly CRM vs. Merchant Relationship Management is based on a specific set of business needs and context. The comparison uses 12917 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Insightly CRM and Merchant Relationship Management
Insightly CRM, Merchant Relationship Management, 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.
Merchant Relationship Management focuses on Sales Document Management, Lead Management, Helpdesk Management, Training & Onboarding, etc.
"Insightly does everything in the most intuitive way possible. " - Seth Rodden
"I started my business in 1998 and IRIS CRM is a must-have for a sales organization to grow their business in the current payment processing space. " - Lamont Mitchell
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.
Insightly CRM
Focus area
Insightly CRM is better than Merchant Relationship Management for
Software Failure Risk
Merchant Relationship Management
Focus area
Merchant Relationship Management is better than Insightly CRM for
Software Failure Risk
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
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Launch new products
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Improve consistency
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Improve efficiency
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Scale best practices
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Increase average basket value
- See 10 more
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Acquire customers
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Increase sales & revenue
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Enhance customer relationships
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Manage risk
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Improve efficiency
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Improve visibility
-
Improve internal communications
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Improve stakeholder relations
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Launch new products
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Improve digital and social presence
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Reduce bounce
- See 8 more
Top Channels
Channels Used
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phone calls
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e-mail
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website
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user generated content
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blogs
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chat
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Slack
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text SMS
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social media
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Facebook
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offline
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point of sale
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causes and charity
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support groups
- See 11 more
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phone calls
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e-mail
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website
-
user generated content
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blogs
-
chat
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Slack
-
text SMS
-
social media
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Facebook
-
offline
-
point of sale
-
causes and charity
-
support groups
- See 11 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
