Field Service Management Software for Mobile Teams 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. | Planado is an all-in-one field service management app that helps you schedule, track, and optimize your field workforce across cleaning, HVAC, and more |
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 | Scheduling and task management, Integrated calendar scheduling, Scheduling on map, Team management, Territory management, Flexible real-time rescheduling, Linked assigments, Shift scheduling, Recurring assignments, Employee tracking and control, Live GPS tracking, Time logging, Photo report, Mileage tracking, Job list and schedule, Real-Time job alerts, Routing, Guided task checklists, Offline mode, QR code scanning, Documents signing, Customization, Employee notifications, Customer reminders, Real-time employee tracking for clients, Customer portal, Seamless Helpdesk & CRM integration, RESTful API integration, Real-time webhooks, Multi-language translation |
Statistics | |
Stacks 32 | Stacks 3 |
Followers 32 | Followers 2 |
Votes 0 | Votes 1 |
Integrations | |
| No integrations available | |
What are some alternatives to Insightly, Field Service Management Software for Mobile Teams?
Salesforce Sales Cloud
The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.
Pipedrive
Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
Toggl
Toggl is an online time-tracking tool. It is popular with freelancers, groups, and small companies all over the world, mostly in US, Canada and UK.
Standup
Standup automatically processes data from your source control and project managment software to deliver daily engineering progress reports.
Jell
Keep your team up to date — without another meeting.
Streak
Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.
StandupMail
A daily email reminder requests a quick update from you and your team. You reply with a list of your accomplishments, todos and problems. The next day, get a digest email with what your team got accomplished.
Everhour
Everhour put all the control of your timesheets, budgeting, employee scheduling, expenses and invoicing in an elegant, beautiful and really useful way.
iDoneThis
Every evening, iDoneThis sends you an email that asks you what you got done that day. The next morning, we send a digest of what everyone on your team got done the previous day to you and your team members.
