Overview: Insightly CRM and Salesflare as CRM Category solutions.

Insightly CRM excels in supporting large enterprises across diverse industries like IT and financial services, offering robust features like integration and custom reports. Salesflare, on the other hand, caters more to small and mid-sized companies, especially in marketing and IT. It emphasizes ease of migration with AI-powered features. Insightly's 24/7 support complements its large-scale operations, whereas Salesflare's streamlined support options match its focus on efficiency and scalability.

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

Salesflare: Salesflare simplifies admin tasks for B2B small businesses, integrating with Google & Outlook. It fully automates CRM using existing data and offers mobile functionality.

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

Key Capabilities Supported

Insightly CRM primarily facilitates contact list management, workflow management, and lead tracking, aligning with the needs of large enterprises for comprehensive customer engagement. read more →

Salesflare primarily focuses on engagement management, communication management, and lead tracking, suiting small to mid-market firms' needs for effective interaction and follow-up. read more →

Business Goals

Insightly CRM is tailored to enhance customer relationships and acquire customers, with a focus on increasing sales and revenue for larger enterprises. read more →

Salesflare is centered around increasing sales and revenue, and acquiring customers, fitting firms looking to enhance relationships and internal efficiency. read more →

Core Features

Insightly CRM offers integration and custom reports as standout features, ensuring smooth operations for large businesses needing advanced analytics. read more →

Salesflare provides AI-powered tools with ease of migration and integration, making it ideal for smaller firms focused on advanced data management and simplicity. read more →

Vendor Support

Insightly CRM delivers extensive 24/7 support through various channels, aligning with the high demands of large enterprises. read more →

Salesflare offers support through phone and email, aligning with the simplified needs of smaller businesses. read more →

Segments and Industries

Insightly CRM serves large enterprises predominantly, including industries like IT and financial services. read more →

Salesflare caters to small and mid-sized companies primarily in marketing and IT services. read more →

Operational Alignment

Insightly CRM fits well in operational workflows of large-scale enterprises with complex needs, supporting a wide range of business processes. read more →

Salesflare fits the operational workflows of smaller firms, emphasizing agility and straightforward functionalities. 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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low

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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

Read peer / expert warnings.

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 Salesflare

What solutions does Insightly CRM and Salesflare provide for Contact List Management?

Insightly CRM and Salesflare both enable users to manage contact lists. Both tools allow for the creation of contact records and linking contacts to organizations. Insightly CRM focuses on storing contact information and linking it to projects and opportunities, while Salesflare emphasizes contact tracking for sales and revenue production. However, both tools have limitations, including issues with navigation and user interface design.

"...Also, you can link it to your website and create contact records directly from the folks visiting!..." Peer review by Bonnie Noble, Management Consulting

"...Client contact Logs, email stages - newsletters phone calls Etc Etc...." Peer review by Larry W, President, CEO, Marketing and Advertising

How can Insightly CRM and Salesflare optimize your Engagement Management Workflow?

Both Insightly CRM and Salesflare focus on managing customer engagement by tracking leads and opportunities. Insightly CRM emphasizes detailed information about customer interactions and allows for grouping clients for follow-ups. Salesflare prioritizes automated follow-up reminders and integrates seamlessly with email platforms to track customer engagement. However, both tools require significant setup time, which can be a limitation.

"...Very good and complete free plan for startups, this allows small teams to adopt a professional solution since the early stages of the companyEasy integration with web forms to collect leads with useful links to the social profiles for a first level screening and filtering of the prospectsEasy to set up different pipelines with custom sales stages and to automate custom "activity sets" to generate tasks and follow up automation with just one click..." Peer review by Alessandro Bernardi, CoFounder, Social Elephants

"...Easy follow-up of opportunities and conversations with prospects and clients...." Peer review by Dominique D, Chatbot Evangelist, Management Consulting

What benefits does Insightly CRM and Salesflare offer for Communication Management?

Both Insightly CRM and Salesflare offer email tracking and management capabilities. Insightly CRM focuses on sales opportunity management, while Salesflare emphasizes communication management with customers and partners. Insightly CRM offers a wider range of features, including project management and advanced reporting, while Salesflare excels in automation and ease of use. One limitation of both tools is that they may not be suitable for advanced email marketing campaigns with complex targeting needs.

"...For some rudimentary email blasts, Insightly allows you to send and track message responses from customer groups...." Peer review by Tommy L. Chambers, Success Architect, Gwinnett Technical College

"...that it tracks emails and phone calls without me really having to manage it...." Peer review by Branden T, Owner & Operator, Marketing and Advertising

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

Insightly CRM and Salesflare both enable users to track leads and opportunities. Insightly CRM focuses on providing a comprehensive solution for managing contacts, opportunities, and projects, while Salesflare prioritizes ease of use and streamlining sales processes. Salesflare excels at automating tasks and providing insights into lead scoring and funnel analysis, whereas Insightly CRM offers more advanced features for managing complex workflows and reporting.