Insightly vs Salesforce Service Cloud
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. | 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. |
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 | Lightning Service Console;Case Management;Workflow and Approvals;Omni-Channel Routing;Telephony Integration;Social Customer Service;Automation with Macros;Account and Contact Management;Custom Reports and Dashboards;Asset and Order Management |
Statistics | |
Stacks 31 | Stacks 160 |
Followers 32 | Followers 139 |
Votes 0 | Votes 0 |
Integrations | |
What are some alternatives to Insightly, Salesforce Service 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
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.
Zoho CRM
Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.
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
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.
