Software Comparison
Insightly vs Evercontact

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Listed in : CRM

Insightly is an easy but powerful application for small firms to control their clients, contacts, events and plans. With integration to Google Apps an... Learn More


Listed in : CRM

Evercontact (formerly WriteThat.name) is the cloud service that automatically updates address books by analyzing signature blocks in emails, or from c... Learn More

Pricing Starting From

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Insightly

CRM

$ 15
For 1 Month / 1 user(s)

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Evercontact

CRM

Free Plan

Available Features

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Insightly

CRM

Unlimited Users

MailChimp Integration

Quickbooks Online Integration

Google Contact and Calendar Sync

Microsoft Exchange Calendar Sync

Custom Branding

250k Records

100 GB Storage

50,000 Rows File Import Limit

400 Custom Fields

Self-Service Knowledgebase

Priority Email Support

Personalized Onboarding Sessions

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Evercontact

CRM

Unlimited contact updates

Analysis of incoming email signatures

Addition of latest network details for your contacts

Automatic address book updates in Gmail, Outlook, Office 365

Unlimited use of Chrome plugin

AddMe link

Centralized account management and billing

Admin Dashboard

Automatic updates to individual or team address books

Dedicated support

Free Trial Availability

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Insightly

CRM
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Evercontact

CRM

Most Favorable User Review

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Insightly

CRM
User review from
9
Steven Figueroa
Oct 21, 2015

I first learned about Insightly in researching CRMs for the furniture company, I was heading up marketing and assisting training new sales reps. Teaching old dogs new tricks is no simple task in sales and furniture sales, it's even more apparent. Most seasoned sales reps are anti-computer, so I needed a CRM that was easy to use and simple to reference. Insightly did the trick. I tried several before landing on Insightly. Some have more features but added complications that frustrated my test subjects. Our sales team needed a simple solution to capture customer info and the products they were interested in. The integration with our Gmail powered email service was the biggest selling point. I added it to our account, and everyone was able to add emails sent to the customer directly into the captured customer info in Insightly, so if that rep was to leave, I could reassign that lead to another rep. This came in handy and keeping the customer happy and making the transition to another sales rep seamless. I do wish the follow-up process was more hands off but for the price, it's worth that step's absence. Plus, your sales team should be reviewing their leads on a daily basis anyways, right? You can even test out Insightly with three free accounts and most of the features for free. I think that's pretty awesome as most companies don't let you use it without harassing you mercilessly until you decide to keep it or pass. I used Insightly for 2 months before handing off to the team of 300+ sales reps. And they liked it As with any new procedure, there is some training involved. But sales reps who are organized can see the benefits and adapt rather quickly. I was really surprised at how easy it was to get them to use it. I normally had to fight everyone to get them to use it. But that Google App integration puts it just a click away when anyone within the company was browsing the corporate intranet page I built. Younger sales teams may pose a greater demand on more robust CRMs with all kinds of features. But if you're looking for simplicity and are using the Google Apps for Work platform, I recommend giving Insightly a shot.

Pros :

  • Simple to use.
  • Easy GUI for seasoned sales teams.
  • Great customer service.
  • Same day responses to questions.
  • Great price!
  • Google Apps for Work integration.
  • Gmail integration is simple.

Cons :

  • Reminders are not automatic.
  • Emails to customers are not automatic like some CRMs.

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Evercontact

CRM
User review from
9
Tapan Jain
Sep 13, 2015

One would never need to update your address book by copying the information from email signatures. Evercontact is a service that helps keep your mail contacts (Gmail contacts, Outlook contacts, Office365 contacts and Outlook contacts) and your CRM contacts (Connectwise, Salesforce and Highrise) always updated by mining your email accounts to create and update contacts. It simply takes out the pain of manually trying to find updated contacts or digging into the mail archives to find the contact of a person who emailed you once. Evercontact works in the background and will never erase your existing contacts.

Pros : Evercontact works even retroactively. It offers a Flashback feature which can scan up to 5 year old mails and can create or update the contact list. It gives you full control on the changes made to your contact list. You can chose to manually confirm or reject the changes suggested or go for completely automated option. You can even chose to receive the updates daily, weekly or monthly. It saves a lot of time and no contact is ever lost. A chrome plugin if also on offering which can let you save contact details from any web page in the browser and directly save it to the address book. The plugin is automatically able to identify which information is of what type and then updates the correct field with the correct information in the address book.For business users, keeping all contacts intact and updated is very important especially in sales dominated organizations. Also, in case of people moving out of your organizations, lots of important contacts go away with that person. With Evercontact, one cane always keeps on scanning the emails so that no contact is ever lost.

Cons : Evercontact scans the email for contact information in the email signatures which means that all the emails are accessed by the Evernote. Although Evernote claims that only an automated computer program does all the process and the email copy is deleted after the contact information has been extracted, it is hard to trust when your life runs on your email account. There have been instances of companies claims of deleting user information have been found false.

Most Favorable Critic Review

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Insightly

CRM
75
Heather Clancy , ZDNet

Tuesday 05 March 2013

If you're a small business using Google Apps, you should consider this cloud-delivered application that integrates tightly with Google Apps and Gmail.

More about Insightly
View all the Insightly Critic Reviews
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Evercontact

CRM
75
Ellis Hamburger , Business Insider

Wednesday 15 June 2011

It's for businesspeople and consumers alike, and requires almost zero set-up. All you do is plug in your Gmail credentials, and Writethat.name does the rest.

More about Evercontact
View all the Evercontact Critic Reviews

Most Unfavorable Critic Review

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Insightly

CRM
20
Amit Dunsky ? , GetApp

Saturday 25 April 2015

I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email. I've missed a few critical milestones and lost a few deals because of that. I just didn't get reminder for tasks I managed at Insightly. So I approached Insightly customer support. Never got them to reply sooner than 48 hours post sending the ticket message, and I keep getting replies saying (in short): we can't help you! CRM is such an important aspect of business management, and I can't live with such an attitude. Am now actively looking for an alternative, although I like Insightly approach to CRM and acknowledge the time and effort it will most likely take to make the transition. Even so, can't work that way anymore. Truly am sad to say, I Would not recommend Insightly to anyone.

More about Insightly
View all the Insightly Critic Reviews
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Evercontact

CRM

No critic review available yet for Evercontact .

Demo Video

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Insightly Demo Video

CRM
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Evercontact Demo Video

CRM

Typical Customer

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Insightly

CRM
  • Business
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Evercontact

CRM
  • Business

Supported Devices

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Insightly

CRM
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Evercontact

CRM

Supported Languages

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Insightly

CRM
  • English
  • French
  • Spanish
  • Portuguese
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Evercontact

CRM
  • English
  • French
  • Spanish
  • Italian
  • German
  • Portuguese
  • Danish
  • Norwegian
  • Swedish

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