Overview: Insightly CRM and Avidian CRM as CRM Category solutions.

Insightly CRM and Prophet CRM are both capable CRM solutions, but they cater to slightly different needs. Insightly CRM shines with extensive features, robust support, and a notable user base across various industries and enterprise sizes. Prophet CRM, while smaller in scale, focuses effectively on engagement and is better suited for businesses seeking simplicity. Each CRM aligns with distinct business objectives and operational workflows, providing valuable solutions for diverse user requirements.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Avidian CRM: Prophet CRM in Outlook is a trusted, cloud-based CRM offering customizable, user-friendly features. It caters to any industry needs effectively.

Insightly CRM and Avidian CRM: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM handles contact list management and workflow automation efficiently. It provides robust support for engagement and communication management. read more →

Prophet CRM prioritizes engagement management with a focus on communication tasks and managing leads smoothly. read more →

Business Goals

Insightly CRM is designed to enhance customer relationships and acquire new ones, with a focus on internal communications. read more →

Prophet CRM helps in customer acquisition and enhancing relationships while supporting increased sales efforts. read more →

Core Features

Insightly CRM boasts advanced analytics, custom reports, and seamless integration capabilities. It supports data import/export comprehensively. read more →

Prophet CRM includes integrations and custom reports, with decent analytics and ease of data migration. read more →

Vendor Support

Insightly CRM offers 24/7 support with multiple channels including email and phone. read more →

Prophet CRM provides 24/7 support but focuses more on basic channels like email and chat. read more →

Segments and Industries

Insightly CRM caters to large enterprises and various industries, notably IT and financial services. read more →

Prophet CRM serves a smaller market of large enterprises, with focus on IT and manufacturing sectors. read more →

Operational Alignment

Insightly CRM fits complex enterprise operations with its wide feature set and scalability. read more →

Prophet CRM aligns well with businesses seeking straightforward, streamlined CRM processes. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Avidian CRM

How can Insightly CRM and Avidian CRM optimize your Contact List Management Workflow?

Insightly and Prophet manage contact lists by allowing users to create, organize, and update contact information. Insightly offers features for linking contacts to other data, such as projects and opportunities, while Prophet emphasizes integration with Outlook and mobile devices. Both have limitations. Insightly has a high cost, and Prophet has slow upload speeds.

"...I use it to organize and maintain contact distribution lists for emails that go out weekly...." Peer review by Consultant in Marketing

"...It lets you get going quickly and creating contacts and opportunities on the first day...." Peer review by Laura M., Creative Consultant, Marketing and Advertising

What benefits does Insightly CRM and Avidian CRM offer for Engagement Management?

Insightly CRM and Prophet CRM both emphasize engagement management through tracking and following up on leads and opportunities. Insightly CRM allows users to group clients and follow up with leads on a routine basis, while Prophet CRM offers a dashboard for tracking customer interactions and setting follow-ups. However, Insightly CRM's integration with email platforms allows for more seamless sales follow-up, while Prophet CRM's workflow manager provides more targeted follow-up features. Insightly CRM has limitations in tag management, requiring extra time for adding tags to events.

"...Once the program is up and running, it drives the way you interact with your customers / clients...." Peer review by Gary E S, CEO, Management Consulting

"...As sales people, we want to be engaged in the sales process, not engaged in inputting data into a CRM...." Peer review by William N., Principal and Managing Director, Real Estate

What makes Insightly CRM and Avidian CRM ideal for Lead Tracking?

Insightly CRM and Prophet CRM both allow users to track leads and opportunities. Insightly CRM offers more advanced features for managing contacts, opportunities, and projects. Prophet CRM focuses on a simpler and more streamlined approach to opportunity tracking, making it easy for users to stay organized and on top of their leads.

"...We use Insightly to track our sales process and track incoming leads and the progression to a sign up...." Peer review by Lucy McCarthy, Marketer, Hive Business

"...In addition, my income is growing by making use of the Opportunities window for recognizing, recording and tracking these opportunities...." Peer review by Administrator

What solutions does Insightly CRM and Avidian CRM provide for Workflow Management?

Both Insightly Crm and Prophet Crm provide tools for workflow management and automation. Insightly Crm offers customizable features, including advanced reporting and project management, while Prophet Crm emphasizes ease of use and integration with Microsoft Outlook. Insightly Crm may require more user effort to understand complex workflows, while Prophet Crm may require further development to achieve optimal workflow efficiency.