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OnePageCRM converts the complexity of CRM into a simple to-do list. A sales-focused application for SMBs, it uses the “Getting Things Done” [GTD] ... Learn More
Unlimited Contacts, Notes, Deals and 1Gb file storage
Integrations with Email, MailChimp, LinkedIn and more
Reporting on Sales Pipeline, Activity and Marketing
Customize Contacts and Sales Process to fit business
Mobile and tablet apps for iOS and Android
World class training and support
Quickbooks Online Integration
Google Contact and Calendar Sync
Microsoft Exchange Calendar Sync
100 GB Storage
50,000 Rows File Import Limit
400 Custom Fields
Priority Email Support
Personalized Onboarding Sessions
No account limits
No hidden fees
No charge for phone/email support
No charge for API key
No credit card required for 30-day trial
Sales Pipeline Management
Activity and Sales Reporting
Google and Outlook Integrations
Unlimited Leads, Contacts, Deals and Tasks
Unlimited Document Storage
Dynamic Custom Fields
Amazing Customer Support
Email Automation and Acceleration
Trackable Email Campaigns
Email Templates and Analytics
225 Customizable Fields
Based on my experience using it over the last few months I can conclude that it is easy to use, very focused tool for sales. The ability to see immediately the next action is genius! It keeps you really focused. It's very cost effective - especially compared to some of the larger CRM systems out there. Love it and I recommend it.
Pros : Simple to use, great features, relevant CRM software
Cons : None, it does the job perfectly for me.
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.
This is an excellent value Customer Relationship Management tool, previously we used Sugar (CRM) however this was very costly was just too big for us. We just wanted a simple to use CRM that would allow us to track and move customers through the pipeline.andnbsp; This tool allows us to see what stage the lead or customer is and the potential value of the deal. As an administrator, I can quickly see which salesperson is actively using and updating and who is lagging behind. The system is really easy to use and is adaptable to allow us to change titles, deal stages, etc.
Our company uses Pipedrive, and we are about to make the switch to Salesforce. Pipedrive was fine when we were a small start-up, but now as we change methods there are lots of changes that we want to make to PD, and the lack of features and accessibility makes it hard to make lots of large changes easily. Instead, we have to individually go in and spend hours fixing details of different leads. It doesn't help either that it's hard to reach customer service and get on the phone with them.
Friday 31 October 2014
If you're tired of complicated CRMs, and just want a better way to keep track of your contacts and easily know where you left off your conversations, OnePageCRM is a great app to try. It's an ingenious mix of GTD and CRM, one that should keep your communications more productive.More about OnePageCRM
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
Tuesday 27 December 2011
What we liked: • Users can drag and drop clients into new categories as their deals progress• Red light/green light feature notifies users when they need to take action on a project• Unreached goals automatically carry over to the next sales cycle• Pipedrive backs up its users’ data on a daily basis What we didn’t like: • NothingMore about Pipedrive
Wednesday 31 December 1969
PipelineDeals offers a simple and intuitive solution to help businesses get organized around their business’s lifeline of future revenue. Whether you are a big business or aspire to be one, PipelineDeals can help you manage and track your sales pipeline resulting in more closed deals. Part customer relationship management (CRM) software, part sales tracking, part lead tracking all wrapped into a super simple interface, PipelineDeals provides a great choice in the hosted CRM software market.More about PipelineDeals
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
Thursday 11 December 2014
Not impressed, replicates a system I use in excel which is free.More about Pipedrive
Monday 24 January 2011
The bottom line about Pipeline Deals is that if you’re looking for a very affordable, attractive, and reasonably powerful sales CRM platform, Pipeline may do the trick. With the 30-day trial offer, it’s worth setting up an account and trying it out with a few test accounts. They’re constantly making updates to the platform, so keep an eye open on their blog and customer updates to see how they evolve over time. However, if you’re handling large volumes of customer leadsandprospects and don’t have sales people to actually get to those people, Pipeline may just not be the right tool for your needs.More about PipelineDeals
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