Overview: Insightly CRM and Floify as CRM Category solutions.

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

Floify: Floify streamlines the loan origination process and enhances borrower experiences. It is the leading mortgage point-of-sale platform for brokers, IMBs, banks, and credit unions.

Insightly CRM and Floify: Best activities based on customer satisfaction

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Applying your context and needs changes the comparison

Business Setting

Popular in Industry

  • Information Technology And Services (20.0%)

  • Financial Services (7.0%)

  • Education (7.0%)

  • Financial Services (52.0%)

  • Real Estate (30.0%)

  • Banking (14.0%)

Popular in Segments

  • SMB and MidMarket (93.0%)

  • Enterprise (7.0%)

  • SMB and MidMarket (82.0%)

  • Enterprise (18.0%)

Insightly CRM in Action: Unique Use Cases

How can Insightly CRM enhance your Contact List Management process?

Why is Insightly CRM the best choice for Engagement Management?

How can Insightly CRM enhance your Lead Tracking process?

How efficiently Does Insightly CRM manage your Communication Management?

Floify in Action: Unique Use Cases

What makes Floify ideal for Workflow Management?

What benefits does Floify offer for Generation Of New Leads?

What Are the key features of Floify for Helpdesk Management?

News

Latest Insightly CRM news

Insightly introduces AI into its CRM platform - TechRadar

Insightly has launched Copilot, an AI assistant integrated into its CRM platform, designed to automate tasks, clean data, and provide insights. This tool aims to enhance CRM adoption across sales, marketing, and customer success by making CRM interactions more conversational. Copilot's features include conversational task management, AI-powered data hygiene, and insight generation, helping small and mid-market organizations operate like larger enterprises.

17/12/2025 - source

Latest Floify news

Floify Head of Customer Experience Sol Klein named to HousingWire's ...

Sol Klein, Head of Customer Experience at Floify, has been named to HousingWire's 2026 Insiders list. This recognition highlights Klein's leadership in transforming Floify's client experience into a proactive advocacy organization.

03/08/2026 - source