Overview: Insightly CRM and Servis.ai (formerly FreeAgent CRM) as CRM Category solutions.

Insightly CRM and FreeAgent CRM offer valuable tools for managing customer relationships, but they cater to different business needs. Insightly CRM excels with robust integration capabilities and extensive support for large enterprises, making it suitable for diverse industries like IT and Financial Services. FreeAgent CRM focuses on collaboration and training, appealing to smaller teams within specific industries such as Transportation and Consumer Services. Businesses should consider their size, industry, and specific capabilities required when choosing between these CRM 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.

Servis.ai (formerly FreeAgent CRM): Freeagent-crm is a cost-effective CRM + CSM platform for sales, marketing, customer support, and project management. FreeAgent offers an easy-to-use interface.

Insightly CRM and Servis.ai (formerly FreeAgent CRM): Best Use cases based on the customer satisfaction data

Insightly CRM

4.1

Servis.ai (formerly FreeAgent CRM)

4.6

Key Capabilities Supported

Insightly CRM supports key activities like contact list management and engagement management, which help businesses streamline their operations using powerful tools for communication management and workflow automation. read more →

FreeAgent CRM provides capabilities emphasizing engagement management and collaboration, aiding teams in generating new leads and maintaining high efficiency within smaller, more focused environments. read more →

Business Goals

Insightly CRM is designed to enhance customer relationships and acquire new customers. It supports business objectives like increasing sales and entering new markets by providing comprehensive tools for managing stakeholder interactions. read more →

FreeAgent CRM aims to enhance customer relationships and boost efficiency. It helps achieve goals by improving ROI, focusing on sales growth, and delivering strong internal communication features. read more →

Core Features

Insightly CRM stands out with comprehensive integration options and custom reporting capabilities. Its data import and export features make it suitable for businesses requiring smooth data migration and detailed analytics. read more →

FreeAgent CRM offers training and onboarding features, ensuring that small teams can quickly adapt. The platform's emphasis on analytics and custom reporting caters to businesses seeking to optimize operational insights. read more →

Vendor Support

Insightly CRM offers 24/7 phone and chat support, allowing users to resolve issues promptly. This extensive support is beneficial for large enterprises that demand consistent and reliable service. read more →

FreeAgent CRM provides support through training and onboarding, with 24/7 availability. This makes it a good fit for smaller organizations that require hands-on assistance during implementation. read more →

Segments and Industries

Insightly CRM is popular among large enterprises and sees significant adoption in sectors like Information Technology and Services, as well as Financial Services, where comprehensive CRM functionality is crucial. read more →

FreeAgent CRM caters to the transportation and consumer service industries. Its focus on specific sectors and smaller business segments reflects its adaptability to niche markets. read more →

Operational Alignment

Insightly CRM integrates seamlessly into large and complex operational workflows. It is tailored for enterprises needing versatile CRM solutions that can handle high-volume processes across various channels. read more →

FreeAgent CRM fits into the operations of compact teams, offering essential tools for communication and lead management. It's designed for ease of use in environments that value collaboration and streamlined processes. read more →