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Insightly CRM vs OptifiNow: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. OptifiNow is based on a specific set of business needs and context. The comparison uses 11857 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and OptifiNow

Insightly CRM, OptifiNow, 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.

OptifiNow focuses on Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, 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

"We have been customers of OptifiNow for over 3 years and OptifiNow has really helped us grow our business. PMA made Inc. Magazine's 2019 fastest growing privately held companies list for the second time and OptifiNow was instrumental in our ability ...to manage the sales process. The OptifiNow team has been great to work with and they always go the extra mile to make sure that our needs are met. We have referred several companies to OptifiNow and I have received excellent feedback from those referrals about OptifiNow. " - Jeff Brady

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 OptifiNow for

Software Failure Risk

  • medium

logo OptifiNow

Focus area

OptifiNow is better than Insightly CRM for

Software Failure Risk

  • low

About

CRM Software for Gmail, G Suite and Outlook.

Marketing Automation, Lead Management

Age

2009

Financials

SERIES C

PRIVATE

Business Need

Total Processes
(we found evidences for)

108

56

Total Goals
(we found evidences for)

13

10

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


social media marketing


segmentation and targeting



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
  • Increase sales & revenue

  • Acquire customers

  • Improve ROI

  • Scale best practices

  • Enhance customer relationships

  • Improve brand engagement

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve internal communications

  • See 7 more

Top Channels

Channels Used

  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 more
  • social media

  • e-mail

  • text SMS

  • Facebook

  • Twitter

  • phone calls

  • LinkedIn

  • video

  • See 5 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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medium

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Business Setting