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  1. Stackups
  2. Business Tools
  3. CRM
  4. CRM
  5. CiviCRM vs Insightly

CiviCRM vs Insightly

OverviewComparisonAlternatives

Overview

Insightly
Insightly
Stacks31
Followers32
Votes0
CiviCRM
CiviCRM
Stacks16
Followers19
Votes0

Insightly vs CiviCRM: What are the differences?

What is Insightly? The leading small business CRM and project management web app. 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.

What is CiviCRM? Open source CRM for nonprofits, civic sector orgs and advocacy orgs. It is web-based software used by a diverse range of organisations, particularly not-for-profit organizations (nonprofits and civic sector organizations). It offers a complete feature set out of the box and can integrate with your website.

Insightly and CiviCRM can be primarily classified as "CRM" tools.

Some of the features offered by Insightly are:

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Notes and Comments

On the other hand, CiviCRM provides the following key features:

  • Open source
  • Privacy-friendly
  • Centralize constituent communications

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Detailed Comparison

Insightly
Insightly
CiviCRM
CiviCRM

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.

It is web-based software used by a diverse range of organisations, particularly not-for-profit organizations (nonprofits and civic sector organizations). It offers a complete feature set out of the box and can integrate with your website.

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
Open source;Privacy-friendly; Centralize constituent communications; Build and manage your donor base & membership; Full integration with Wordpress, Drupal, Joomla & Backdrop
Statistics
Stacks
31
Stacks
16
Followers
32
Followers
19
Votes
0
Votes
0
Integrations
Mailchimp
Mailchimp
G Suite
G Suite
Joomla!
Joomla!
Drupal
Drupal
PayPal
PayPal
Stripe
Stripe

What are some alternatives to Insightly, CiviCRM?

Salesforce Sales Cloud

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

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

Streak

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

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.

Highrise

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Close.io

Close.io

Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.

Odoo

Odoo

It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.

Zoho CRM

Zoho CRM

Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.

Lemprep

Lemprep

Lemprep gives sales reps a competitive edge by transforming minimal inputs into deep, actionable intelligence. Discover buyer pain points, organizational priorities, and market opportunities so you can run impactful, high-confidence sales calls that drive predictable results.

Capsule CRM

Capsule CRM

Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

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