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've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. " - Keith Gardner
"We were looking for a software provider that could handle all of our different mortgage product lines, and only OptifiNow checked all the boxes. As opposed to managing and training to multiple pieces of software, our whole company can run on just on...e platform. The OptifiNow team has worked hand in hand with us to map out unique sales processes for each product and implement them in a quick and painless way. They are an excellent partner. " - Brian Roe
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.
About
CRM Software for Gmail, G Suite and Outlook.
Marketing Automation, Lead Management
Age
2009
Financials
PRIVATE
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
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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Increase sales & revenue
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Acquire customers
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Improve ROI
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Scale best practices
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Enhance customer relationships
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Improve brand engagement
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve digital and social presence
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Improve internal communications
- See 7 more
Top Channels
Channels Used
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social media
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e-mail
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text SMS
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Facebook
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Twitter
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phone calls
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LinkedIn
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video
- See 5 more
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social media
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e-mail
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text SMS
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Facebook
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Twitter
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phone calls
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LinkedIn
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video
- See 5 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
