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Compare Insightly CRM vs Freshsales

Comparison Summary

This comparison report of Insightly CRM vs. Freshsales is based on a specific set of business needs and context. The comparison uses 19579 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Freshsales

Insightly CRM, Freshsales, Pipeline CRM, Microsoft Dynamics 365 for Sales, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Freshsales focuses on Engagement Management with E-Mail, Communication Management with E-Mail, Workflow Management with E-Mail, Lead Management with E-Mail, etc.

"Insightly does everything in the most intuitive way possible. " - Seth Rodden

"For me personally, what caught my attention with Freshsales was, it allows API integrations, and we can track conversions on our website back into Freshsales. " - Sassoon Muller-Scheepers

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Insightly CRM is better than Freshsales for

Software Failure Risk

  • medium

logo Freshsales

Focus area

Freshsales is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Age

2009

2010

Financials

SERIES C

SERIES H

Business Need

Total Processes
(we found evidences for)

108

107

Total Goals
(we found evidences for)

13

13

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management


pipeline management


campaign management

campaign monitoring




business development



social media management

social media analytics


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score




competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: demographic

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


relationship marketing


touchpoint management



performance management




segmentation and targeting


database marketing


conference call management


billing and invoice management


channel management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve efficiency

  • Improve internal communications

  • Improve ROI

  • Improve visibility

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Grow market share

  • Launch new products

  • Shorten ramp up time

  • See 10 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • website

  • chat

  • mobile

  • social media

  • offline

  • mobile app

  • video

  • text SMS

  • user generated content

  • blogs

  • point of sale

  • Skype

  • Facebook

  • on premises

  • promotions

  • events

  • trade shows

  • Twitter

  • Slack

  • games

  • LinkedIn

  • newsletter

  • omnichannel

  • See 22 more
  • e-mail

  • phone calls

  • website

  • chat

  • mobile

  • social media

  • offline

  • mobile app

  • video

  • text SMS

  • user generated content

  • blogs

  • point of sale

  • Skype

  • Facebook

  • on premises

  • promotions

  • events

  • trade shows

  • Twitter

  • Slack

  • games

  • LinkedIn

  • newsletter

  • omnichannel

  • See 22 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting