Overview: Insightly CRM and OnePageCRM as CRM Category solutions.

Insightly CRM excels in supporting complex contact management and advanced workflow tools suitable for large enterprises, whereas OnePageCRM offers a more streamlined approach, ideal for smaller businesses or startups focused on increasing sales. Both products cater to enhancing customer relationships but differ in their depth of features and customer segment presence. Large enterprises might find Insightly's comprehensive capabilities more suitable, while OnePageCRM's simplicity could appeal to smaller-scale operations.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

OnePageCRM: OnePageCRM is an online sales CRM for small businesses. A 21-day free trial is offered.

Insightly CRM and OnePageCRM: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM supports complex contact list management, engagement management, and workflow management, which are essential for large enterprises managing voluminous customer data. read more →

OnePageCRM offers engagement management and lead tracking, perfect for smaller teams aiming to strengthen follow-up actions and improve communication flow. read more →

Business Goals

Insightly CRM aids in enhancing customer relationships and acquiring new customers, making it ideal for enterprises seeking to expand and maintain a broad customer base effectively. read more →

OnePageCRM focuses on increasing sales and acquiring customers, aligning with startups or SMBs looking to grow revenue and streamline operations. read more →

Core Features

Insightly CRM features robust integration capabilities, custom reports, and data import/export options, which meet the needs of varied user environments and promote ease of use during migrations. read more →

OnePageCRM provides custom reports and easy data import, with basic analytics, suitable for users needing straightforward, quick insights without extensive technical requirements. read more →

Vendor Support Preferences

Insightly CRM offers 24/7 support and multiple communication channels, reflecting the complex support needs of large organizations. read more →

OnePageCRM provides 24/7 support mostly via chat and email, indicating a more personalized support level for users seeking simple, efficient customer service. read more →

Segments and Industries

Insightly CRM is predominantly used by large enterprises and the IT sector, highlighting its fit for industries needing comprehensive CRM solutions. read more →

OnePageCRM caters to small enterprises and computer software firms, showing its simplicity and effectiveness in niche market segments. read more →

Operational Alignment

Insightly CRM integrates seamlessly into large enterprise operations, supporting complex workflows and large-scale data management. read more →

OnePageCRM is designed for smaller operational scales, providing straightforward CRM functions that fit well within startups' and small businesses' environments. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

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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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 OnePageCRM

What Are the key features of Insightly CRM and OnePageCRM for Contact List Management?

Insightly Crm and Onepagecrm both manage contact lists, allowing users to store and organize contact information. Insightly Crm offers integrations with Gmail, providing users with the ability to easily send emails and update contact details. Onepagecrm integrates with Gmail to help manage contacts and provides a daily email with a list of contacts to follow up with.

"...Organization - Insightly easily stores all my client contact information, but also allows me to link my contacts to organizations, opportunities and projects...." Peer review by Chris Stephens, CTS, Integration Division Manager, Cory's Audio Visual Services, LLC

"...Staying in contact with Customers for my real estate business, making it funner Action Stream, Skype integration, Evernote, Custom Fields, Simple, Tracking, Colors...." Peer review by Ron M., Real Estate

What solutions does Insightly CRM and OnePageCRM provide for Engagement Management?

Insightly CRM and OnePageCRM both emphasize engagement management through tracking leads, opportunities, and interactions. Insightly CRM offers more comprehensive features, including group management and integration with email platforms, while OnePageCRM focuses specifically on timely follow-up with a clear pipeline view. Both tools have limitations, with Insightly requiring significant setup time and OnePageCRM facing challenges with content loading and web design.

"...Insightly has been an AMAZING tool to help keep contacts up to date, all communication history is available to know the history with the contact when emailing them next, I use the tasks daily to know who to follow up with, what to send, etc...." Peer review by Verified User, Administrative Assistant in Sales, Real Estate

"...We are increasing collaboration and communication between sales and customer success to ensure engagement with the customer...." Peer review by Ross L, Strategic Account Director, Computer Software

How efficiently Does Insightly CRM and OnePageCRM manage your Lead Tracking?

Insightly and Onepagecrm both help businesses track leads. Insightly offers more comprehensive features, including opportunity tracking, relationship linking, and project management. Onepagecrm focuses on lead tracking and communication, with features such as deal tracking and action stream management. Onepagecrm lacks campaign tracking and lead quality assessment, which are features Insightly provides.

"...With Insightly, Glass-Media is able to track leads, organizations and opportunities stemming from its marketing initiatives...." Peer review by Manuel Valencia, Marketing and Advertising

"...You can add notes, deals, tags, filter your contacts and tasks, track deals through pipeline, add users......" Peer review by Frederick Phillips

Why is Insightly CRM and OnePageCRM the best choice for Workflow Management?

Both Insightly Crm and Onepagecrm offer workflow management features to streamline business processes. Insightly Crm allows customization and includes advanced features such as reporting and project management. Onepagecrm focuses on simplicity and guides users through a logical workflow. Both tools have limitations as Insightly Crm can be confusing for new users, and Onepagecrm might not suit highly motivated teams.

"...Email tracking and templatesGreatly improves reporting capabilitiesExpanded workflow management features in mobile apps..." Peer review by Aleese Gulick, Program Manager 2, University of Houston

"...The workflow is straightforward, guiding even the newest user in a logical workflow to make sure all the critical information is recorded...." Peer review by Aaron Pace