Customer relationship management (CRM) is an essential part of any business. It helps organizations manage their interactions with customers and centralize customer data. However, choosing the right CRM platform can be a challenging task. In this blog post, we'll compare Agile CRM and Insightly and help you decide which one is best for your business.
Pricing
Agile CRM offers three pricing plans - Starter, Regular, and Enterprise. The Starter plan is free for up to 10 users and includes basic CRM features such as contact management, appointment scheduling, and task management. The Regular plan costs $8.99 per user per month (billed annually) and includes advanced marketing automation, sales enablement, and helpdesk features. The Enterprise plan costs $47.99 per user per month (billed annually) and includes advanced reporting, custom development, and integrations.
Insightly offers four pricing plans - Free, Plus, Professional, and Enterprise. The Free plan includes basic CRM features such as contact management and task management. The Plus plan costs $29 per user per month and includes advanced reporting, custom branding, and email tracking features. The Professional plan costs $49 per user per month and includes advanced lead and opportunity management, custom object permissions, and role-based permissions. The Enterprise plan costs $99 per user per month and includes advanced workflow automation, 24/7 support, and API access.
Our Verdict
Agile CRM has a more affordable starter plan and offers more features in its Regular plan than Insightly's Plus plan. However, Insightly offers more advanced features in its Professional plan than Agile CRM's Enterprise plan.
Features
Both Agile CRM and Insightly offer similar features such as contact management, deal tracking, and task management. However, each platform also has unique features that differentiate it from the other.
Agile CRM's unique features include appointment scheduling, marketing automation, and helpdesk management. It also has a drag-and-drop visual builder for email campaigns, landing pages, and web forms.
Insightly's unique features include lead and opportunity management, custom object permissions, and role-based permissions. Insightly also integrates with over 40 third-party applications such as Mailchimp, Google Drive, and Xero.
Our Verdict
Agile CRM is better for businesses that prioritize customer support and digital marketing while Insightly is better for companies that focus on sales and lead management.
User Interface
Agile CRM has a modern and intuitive user interface with a vertical menu on the left and a dashboard view at the center. The platform has a clean and organized layout that's easy to navigate.
Insightly's user interface is also modern and intuitive. The platform has a horizontal menu on top and a dashboard view at the center. The platform's layout emphasizes a visual glance of reports and data, and users can access more detailed data by drilling down the pages.
Our Verdict
Both Agile CRM and Insightly offer a modern, intuitive user interface. It ultimately comes down to personal preference.
Customer Support
Agile CRM offers customers 24/7 email support, phone support, and live chat. They also have a comprehensive knowledge base with articles, guides, and tutorials.
Insightly offers support via email, phone, and webinars during business hours. For additional resources, they offer a searchable knowledge base, user community, video tutorials and a blog.
Our Verdict
Agile CRM provides better customer support as it offers 24/7 support through phone, email, and live chat. Insightly offers support during business hours only.
Integrations
Both Agile CRM and Insightly have a variety of integrations. Agile CRM integrates with over 50 apps and services, including Zapier, Xero, and Quickbooks. Insightly integrates with over 40 apps and services, including Mailchimp, Slack, and Gmail.
Our Verdict
Agile CRM and Insightly both offer robust integration capabilities, making them ideal for businesses that use numerous third-party tools.
Final Thoughts
Both Agile CRM and Insightly are excellent CRM platforms that offer unique features and capabilities. Agile CRM is best for companies that prioritize customer support and marketing automation, while Insightly is better for businesses that prioritize sales, lead management, and custom object permissions. Ultimately, your decision should come down to your business needs, budget and which CRM has better-integrated functionalities for your current tools and workflows.