Freshsales vs Insightly

August 20, 2021

Freshsales vs Insightly

Choosing the right cloud application to manage your customer relationship can be a tough decision. There is an abundance of options, all of which claim to be the best. Today, we will take a closer look at two of the most popular cloud CRMs: Freshsales and Insightly.

Freshsales: Pros and Cons

Freshsales is a powerful, dynamic CRM for businesses of all sizes. Freshsales provides users with all necessary features of a CRM, like lead and deal management, contact management, email marketing integration, etc. Freshsales is easily adaptable and can be used by any type of business. Here is a list of Freshsales' pros and cons:

Pros of Freshsales

  • Easy-to-use interface
  • Wide range of features
  • Customizable dashboards
  • Seamless integration with email and other services
  • Pricing is straightforward
  • Exceptional customer service

Cons of Freshsales

  • Limited ability to customize reports
  • No social media integration
  • Mobile app is quite basic
  • Modest level of automation

Insightly: Pros and Cons

Insightly is a reliable and user-friendly CRM tool that is particularly suitable for small businesses. Insightly offers meaningful and important features. Insightly has been around for over a decade and has built up a large user base. Here are the pros and cons of Insightly

Pros of Insightly

  • Intuitive interface
  • Highly customizable pipeline management
  • Advanced search functionality
  • Inbox and calendar integration
  • Powerful automation
  • Integration with many popular external services

Cons of Insightly

  • Clunky reporting system
  • Doesn't offer all features in lower tier pricing
  • Limited email campaign functionality
  • Limited mobile app capabilities

A Quick Comparison

Feature Freshsales Insightly
Pricing Free trial and pricing start at $19/month Free to $129/month
User Limit Up to 50 users Unlimited
Sales Management Yes Yes
Contact Management Yes Yes
Task Management Yes Yes
Email Integration Yes Yes
Advanced Analytics No No
Mobile App Limited features Basic functionality

Conclusion

Both Freshsales and Insightly are excellent cloud applications that make customer relationship management easy and efficient. In terms of features, Freshsales edges ahead in some areas like email campaign monitoring, while Insightly offers advanced capabilities in pipeline reporting. The decision between these tools will depend on the specific requirements of each business.

References

  1. Freshsales. (2021). Features-What Freshsales has to Offer. Freshworks CRM. https://www.freshworks.com/crm/freshsales-crm/features/
  2. Insightly. (2021). Features. Insightly. https://www.insightly.com/features/

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