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Insightly CRM vs Simpleview DMS: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Simpleview DMS is based on a specific set of business needs and context. The comparison uses 11410 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Simpleview DMS

Insightly CRM, Simpleview DMS, 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.

Simpleview DMS focuses on Workflow Management, Sales Document Management with Promotions, Helpdesk Management, Distribution Management with Promotions, 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're just ecstatic with the results. We're finding that people are engaging much more on our site. There's a growth in our onsite conversion. And aside from those metrics, I think the biggest win for us has just been our internal satisfaction. It's... been such an amazing experience to have the new CMS, to be able to manage the system so much more efficiently in-house, and to have that great synchronization of information between the CRM and CMS. " - Lilly Kelly

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 Simpleview DMS for

Software Failure Risk

  • medium

logo Simpleview DMS

Focus area

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Destination Management System most advanced solution

Age

2009

Financials

SERIES C

PRIVATE

Business Need

Total Processes
(we found evidences for)

108

24

Total Goals
(we found evidences for)

13

4

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




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


distribution management


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
  • Grow market share

  • Improve digital and social presence

  • Acquire customers

  • Improve stakeholder relations

  • See 1 more

Top Channels

Channels Used

  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 more
  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 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