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Close.io
Close.io

24
16
+ 1
4
Insightly
Insightly

16
8
+ 1
0
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Close.io vs Insightly: What are the differences?

Close.io: The inside sales CRM of choice for SMBs. 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; 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.

Close.io and Insightly can be categorized as "CRM" tools.

Some of the features offered by Close.io are:

  • Automatic 2-way email sync
  • Email open tracking
  • CRM

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

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Notes and Comments
- No public GitHub repository available -
- No public GitHub repository available -

What is 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.

What is Insightly?

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.
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        What are some alternatives to Close.io and Insightly?
        Pipedrive
        Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
        Salesforce Sales Cloud
        The Sales Cloud puts everything you need at your fingertips鈥攁vailable 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.
        Zoho CRM
        Online CRM software for managing your sales, marketing, customer support, and inventory in a single system
        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.
        Drip
        It is the first ECRM鈥揳n Ecommerce CRM designed for building personal and profitable relationships with your customers at scale. It uses customer insight, data, and smarter email marketing automation at scale. With the best customer experience, your brand will never blend in.
        See all alternatives
        Decisions about Close.io and Insightly
        David Gorcey
        David Gorcey
        Head of BD at StackShare | 5 upvotes 14.4K views
        atStackShareStackShare
        Salesforce Sales Cloud
        Salesforce Sales Cloud
        Close.io
        Close.io
        Streak
        Streak

        When I started at StackShare, I needed an easy way to create a pipeline of the different partners we were engaged with, and track the status of those conversations. Having just begun to explore partnerships in earnest, our needs at StackShare don't necessitate something as robust as Salesforce Sales Cloud, Close.io or similar offerings that exist.

        Nevertheless, I didn't want one more Google Doc to track things either, and I heard about Streak, so I figured I'd give the free version a try. So far, it has accommodated everything I need, and it integrates simply with Gmail which meant I had it running in a few minutes. You can create a pipeline entry directly from an email thread, which I find useful compared to logging into a separate platform, and there is basic functionality for scheduling follow-ups and tasks. The pipeline stages are fully customizable as are the fields you can add - (I added a note field to explain why someone may be in the "Backburner" stage, for example).

        As we scale our Business Development initiatives and grow our team, we'll likely need to look at upgrading Streak or incorporating other tools like Yesware. But, for a quick and easy way to organize a sales pipeline and track the respective conversations, the Streak free version nicely accommodates what I need and has been very helpful in managing discussions with a variety of partners thus far.

        #StackDecisionsLaunch

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        Reviews of Close.io and Insightly
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        How developers use Close.io and Insightly
        Avatar of Close
        Close uses Close.ioClose.io

        We use Close.io to sell Close.io, of course. Our own web app is tightly integrated into our product via dogfooding our own API. All our team members Google Apps/Gmail accounts are synced with Close.io so communication with customers / trials is always easily visible.

        Avatar of Tristan Bailey
        Tristan Bailey uses InsightlyInsightly

        My CRM and use their API

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