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

Insightly vs WatBox

OverviewComparisonAlternatives

Overview

Insightly
Insightly
Stacks32
Followers32
Votes0
WatBox
WatBox
Stacks0
Followers1
Votes1

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Detailed Comparison

Insightly
Insightly
WatBox
WatBox

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.

WatBox is a Salesforce-native messaging add-on that lets you manage WhatsApp and SMS conversations directly inside your CRM, so you do not have to juggle between external messaging apps and Salesforce. When a customer messages you on WhatsApp, WatBox routes that conversation into Salesforce, links it to the right Lead, Contact, Account, or Case, and keeps every interaction attached to the customer record. This gives you a single place to see history, update data, and follow up in context.

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
WhatsApp & SMS Native Integration, Auto-Linking to CRM Records, One-to-One and Bulk Messaging, Automated Workflows & Bots, Unified Multichannel Inbox, Automatic Activity Logging, Approved Templates & Structured Messages, Embedded Salesforce Messaging
Statistics
Stacks
32
Stacks
0
Followers
32
Followers
1
Votes
0
Votes
1
Integrations
Mailchimp
Mailchimp
G Suite
G Suite
No integrations available

What are some alternatives to Insightly, WatBox?

Twilio

Twilio

Twilio offers developers a powerful API for phone services to make and receive phone calls, and send and receive text messages. Their product allows programmers to more easily integrate various communication methods into their software and programs.

Olark

Olark

Olark is a lightweight tool to chat with visitors to your website using your existing instant messaging client. Visitors to your website appear as buddies on your Buddy list, their messages to you appear as IMs.

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.

Nexmo

Nexmo

Nexmo connects your apps directly to carriers around the world. Integrate SMS and Voice messages using one simple API. Use Nexmo Verity to register users, verify transactions, and implement two factor authentication.

Pipedrive

Pipedrive

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

Zopim

Zopim

Zopim is focused on serving the needs of web users that hasn’t been met by other chat solutions: the need for usability, convenience and simplicity of design

tawk.to

tawk.to

It is a live chat support & messaging application that focuses on successful communication between businesses and their customers.

Crisp

Crisp

Chat with website visitors, integrate your favorite tools, and deliver a great customer experience.

Plivo

Plivo

Plivo provides basic building block APIs in the form of Plivo XML and HTTP API, to create telephony apps, so developers can completely do away with learning the nitty-gritty of the telephony plumbing.

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.

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