Captira Bail Management Software vs Insightly
Overview
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Detailed Comparison
With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM. | #1 Bail software for 15+ years to service Bail Agents and Bail Agencies. Captira includes the best CRM type features to manage defendants and indemnitors plus it includes eSign, GPS check-ins, GeoFence, Bail Pay, and powerful automation. All built to simplify case management and boost efficiency. |
Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports;
Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private | Defendant Management, Payment Reminders, GPS Check Ins, Payment Plans: Surety Reporting, Defendant Watch, eSign |
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Stacks 31 | Stacks 1 |
Followers 32 | Followers 1 |
Votes 0 | Votes 1 |
Pros & Cons | |
No community feedback yet | Pros
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Integrations | |
| No integrations available | |
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