Insightly vs Salesforce Sales Cloud vs Zoho CRM
Overview
Detailed Comparison
Online CRM software for managing your sales, marketing, customer support, and inventory in a single system. | 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. | 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. |
Capture leads from your website- Seamlessly populate visitor data from your website into your CRM system. Publish spam-free forms and create time and context-sensitive contact strategies;Improve your Workflow- Automatically assign leads and customers to the reps best qualified to handle them;Pulse- Identify, target and follow-up on inactive leads. Use what you learn to refine and improve your sales efforts;Forecasting- Link data from the Opportunities Tracking tool to effectively set sales targets, track progress, and allocate resources to achieve your goals;MailMagnet- Reduce email clutter and focus only on what matters; Keep customers emails inside CRM;Mail Merge- Instantly create bulk Mail Merge documents - in either customized or standard templates;Document Library- Organize & share the latest marketing collateral with salespeople;Social CRM- Link customer's LinkedIn, Facebook and Twitter profiles into your Zoho CRM system;CRM On-The-Go- Stay connected and up-to-date wherever you go. Zoho’s Mobile Edition gives you instant access to customer info and sales activity on your iPad, iPhone, Android and BlackBerry devices;CRM for Google Apps- Zoho CRM works seamlessly with Google Apps, making it easy to collaborate, communicate and share. Whether it's Google Email, Docs, Contacts, Calendar or Tasks, everything’s tightly linked within your CRM account;Extend CRM- APIs, Webhooks & Custom Applications;Market Smarter- Campaigns, Mass Email & Autoresponders;Stay Secure- Profiles, Hierarchy, Groups & Data-Sharing | Social accounts and contacts- Gain insights from popular social media sites—like Facebook, Twitter, LinkedIn, YouTube, and Klout—right within Salesforce to help you increase productivity.;Mobile- Log calls, respond to hot leads, work with opportunities, or check dashboards no matter where you are.;Opportunities and quotes- Get details about the deals you and your team are working on–deal stage, products, competition, quotes, and deal team conversations are available via your application, and in real time on your Chatter feed.;Email integration- Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.;Chatter- Tap into the wisdom of your employee social network. Get the resources you need to close more deals, faster. Find experts, access competitive information, and track deals wherever you are.;Forecasting- Forecasting accuracy has never been this easy. Get in-line editing, override visibility, multi-currency support, custom forecast categories, and a complete, real-time view in to your team's forecasts.;Analytics- Dashboards offer a real-time picture of your business at a glance. Dig deeper with real-time Reports that anyone can create.;Marketing and leads- Optimize campaigns from lead to close, on every channel.;Approvals and workflow- Use Visual Workflow to rapidly design and run any business process with drag and drop simplicity.;Files and libraries- Now it's easier to share files, discuss them, publish the best, and track your content in real-time.;Partner management- Use the Partner Portal to build loyalty, collaborate with your channel, and drive more deals, and connect your Salesforce to your partners' to collaborate on opportunities, leads, and much more with Salesforce-to-Salesforce.;Data.com- Get contacts and company profiles from the leading data sources, right inside the Sales Cloud. Connect with key decision makers faster, easily plan territories, and increase sales and marketing productivity with up-to-date, accurate data.;AppExchange- Extend your success with the AppExchange, the world's leading cloud apps marketplace, with thousands of sales applications, social enterprise tools, and expert services ready to deploy Salesforce. | 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 |
Statistics | ||
Stacks 267 | Stacks 2.7K | Stacks 31 |
Followers 207 | Followers 1.7K | Followers 32 |
Votes 2 | Votes 64 | Votes 0 |
Pros & Cons | ||
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What are some alternatives to Zoho CRM, Salesforce Sales Cloud, Insightly?
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 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.
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 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
It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.
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.
Salesforce
It is a customer relationship management solution that brings customers and companies together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
Microsoft Dynamics 365
It focuses mainly on sales, marketing, and service sectors, but Microsoft has been marketing it as a CRM platform and has been encouraging partners to use its proprietary framework to customize it.
Salesforce Service Cloud
It is customer service software that delivers in the cloud. It is a social customer service application that empowers companies to manage all customer information and service conversations in the cloud.
