


Picking a CRM is tough. You need something that keeps your customer info organized.
You’re probably worried about wasting money on the wrong tool.
What if it’s too complicated? Or what if it doesn’t have the features you need?
Good news! We’re going to break down Freshsales CRM vs Insightly in simple terms.
We’ll look at the key differences and help you decide which is the right fit for your business.
Overview
We’ve spent considerable time exploring both Freshsales CRM and Insightly.
Our team dove into their features, tested workflows, and analyzed user feedback.
This hands-on approach allows us to provide a real-world comparison, not just a surface-level review.
Want to see Freshsales in action? Start your free trial and visit their website and experience more to see the difference!
Pricing: It has a free plan. The premium plan starts at $9/month.
Key Features:
- AI-powered insights
- Built-in phone
- Deal pipeline management
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered. Explore it today!
Pricing: It has a free plan. The premium plan starts at $29/month.
Key Features:
- Project management
- Multiple pipelines
- Advanced contact management
What is Freshsales CRM?
So, Freshsales CRM. What’s the deal? It’s a sales-focused CRM.
Think of it as a tool to help you close more deals.
It’s easy to use, organizes your sales process, and offers features that boost your sales team’s efficiency.
Also, explore our favorite Freshsales CRM alternatives…
Unlock the power of an all-in-one marketing platform. GoHighLevel gives you everything to manage your marketing.
Key Benefits
- Intuitive Interface: Get up and running in minutes; no tech skills required.
- Visual Sales Pipeline: See precisely where your deals stand at a glance.
- Built-in Phone and Email: Connect with customers directly within the platform.
- AI-Powered Insights: Get intelligent recommendations to close more deals.
Pricing
All the plans will be billed annually.
- Growth + 500 Marketing Contacts: $9/user/month.
- Pro + 500 Marketing Contacts: $39/user/month.
- Enterprise + 500 Marketing Contacts: $59/user/month.
Pros
Cons
What is Insightly?
Okay, so what’s Insightly all about? It’s a CRM, but it adds project management.
Think of it as a tool for sales and project tracking.
It helps you manage relationships and deliver projects.
It’s designed for businesses that need both.
Also, explore our favorite Insightly alternatives…
Ready to streamline your business processes and build stronger relationships? Start your free trial of Insightly and see the difference!
Key Benefits
-
- Boost Productivity: Improve project completion rates by 20%.
- Increase Revenue: Track leads effectively and closes more deals.
- Enhance Collaboration: Connect teams and improve communication.
- Gain Valuable Insights: Get a deeper understanding of your customers.
Pricing
All the plans will be billed annually.
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
Feature Comparison
Choosing the right CRM software is crucial. Here, we’ll compare key features of Freshsales CRM and Insightly.
We’ll examine how the platform handles lead management, sales pipeline, and more to help you make an informed decision.
1. Lead Management
- Freshsales CRM:
- Freshsales offers robust lead management with AI-powered lead scoring.
- It provides a clear view of lead activity and helps the sales team prioritize.
- Insightly:
- Insightly excels in advanced automation for lead capture and qualification.
- It allows links between leads and organizations and opportunities.
2. Sales Pipeline
- Freshsales CRM:
- Offers a visually appealing and customizable sales pipeline.
- It helps sales reps track deals and close deals faster.
- Insightly:
- Supports multiple sales pipeline views, catering to diverse business needs.
- It provides task management within the pipelines.
3. Project Management
- Freshsales CRM:
- Provides essential deal-related task management.
- Focuses primarily on sales force automation.
- Insightly:
- Offers comprehensive project management features.
- It integrates project and customer relationships seamlessly.
4. Automation
- Freshsales CRM:
- Freshworks provides sales force automation through workflows.
- Focuses on automating sales team tasks.
- Insightly:
- Offers advanced automation for various processes, including workflows and email.
- Seamlessly connects data between CRM and projects.
5. User Interface and Ease of Use
- Freshsales CRM:
- Known for its user-friendly interface and intuitive layout.
- It focuses on ease of use and streamlined processes.
- Insightly:
- It offers customizable page layouts but can feel complex for some users.
- Dashboard customization is extensive.
6. Integrations and Customization
- Freshsales CRM:
- Provides a range of integrations and customizable fields.
- Integrate with many of the fresh sales suites of products.
- Insightly:
- Offers strong integration capabilities and extensive API access.
- Customizable fields and dashboard options are available.
7. Reporting and Analytics
- Freshsales CRM:
- Offers real-time reporting and sales analytics.
- Provides a dashboard for tracking key metrics.
- Insightly:
- Provides comprehensive reporting and analytics for both sales and projects.
- User reviews suggest strong reporting capabilities.
8. Customer Support and Onboarding
- Freshsales CRM:
- Offers customer support through various channels and good onboarding resources.
- Insightly:
- Provides extensive customer support and onboarding materials.
- Focuses on helping customers manage customer experiences.
What to Look For When Choosing CRM Software?
- Scalability: Can the CRM grow with your business?
- Integration: Does it connect with your existing tools?
- Mobile Access: Is it accessible on mobile devices?
- Data Security: Does it meet industry standards and compliance?
- Training and Support: Are resources available for onboarding and troubleshooting?
- Specific Features: Does it cater to your industry’s unique needs?
- Budget: Does the pricing align with your financial constraints?
Final Verdict
So, after looking at both, we picked Freshsales CRM. Why? It’s all about productivity.
Freshsales is easy to use. It helps sales teams close deals faster.
The Fresh Sales Suite offers many tools at a lower cost. If you want a seamless sales process, Freshsales is an excellent choice.
We’ve used both, and we think Freshsales gives you more bang for your buck.
You can get started quickly. Trust us, it’s worth it.
Also, the built-in phone features are a huge time saver, and the AI helps you focus on the hot leads.
If you are looking for a project-heavy CRM, Insightly might be better, but Freshsales is better for sales.
More of Freshsales CRM
Here’s a brief comparison of Freshsales CRM with these software solutions:
- Freshsales CRM vs Gohighlevel: Freshsales CRM focuses on AI-driven sales automation and pipeline management, while GoHighLevel is a broader platform offering extensive marketing, sales, and agency automation features.
- Freshsales CRM vs Pipedrive: Freshsales CRM provides a comprehensive sales solution with integrated communication and AI, whereas Pipedrive excels in visual sales pipeline organization and deal tracking.
- Freshsales CRM vs Keap: Freshsales CRM emphasizes intuitive sales management and AI-powered insights; Keap offers powerful sales and marketing automation with a focus on contact management.
- Freshsales CRM vs ActiveCampaign: Freshsales CRM is a dedicated sales CRM with built-in phone and email; ActiveCampaign is strong in marketing automation, email campaigns, and advanced segmentation.
- Freshsales CRM vs Hubspot: Freshsales CRM offers AI-powered sales tools and a quicker setup; HubSpot provides an extensive all-in-one suite covering marketing, sales, and customer service.
- Freshsales CRM vs Clickfunnels: Freshsales CRM is a sales-focused CRM for managing customer interactions, whereas ClickFunnels is a specialized tool for building sales funnels and landing pages.
- Freshsales CRM vs Folk: Freshsales CRM offers a comprehensive sales platform with AI and automation; Folk focuses on simple, collaborative contact management and visual pipeline organization.
- Freshsales CRM vs Instantly: Freshsales CRM is a full-fledged sales CRM with robust features; Instantly is primarily an email outreach and cold email automation tool.
- Freshsales CRM vs ClickUp: Freshsales CRM is designed for streamlining sales processes and managing pipelines; ClickUp is a versatile work OS that encompasses project management, tasks, and CRM functionalities.
- Freshsales CRM vs Monday CRM: Freshsales CRM provides a dedicated sales solution with intelligent insights, while Monday CRM offers highly customizable boards for managing workflows, including CRM.
- Freshsales CRM vs Capsule CRM: Freshsales CRM offers a more robust sales CRM with AI features; Capsule CRM focuses on straightforward contact management and sales opportunity tracking.
- Freshsales CRM vs Salesforce: Freshsales CRM offers an intuitive, AI-powered sales platform with competitive pricing; Salesforce is a highly customizable, enterprise-grade CRM with an extensive ecosystem and advanced features.
- Freshsales CRM vs Zendesk: Freshsales CRM focuses on sales automation and pipeline management, while Zendesk is primarily a customer service platform with robust ticketing and support features.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
Frequently Asked Questions
Is Freshsales CRM or Insightly better for small businesses?
Freshsales CRM is often better for small businesses due to its lower cost and ease of use. It focuses on sales, which is key for growth. Insightly is suitable for those needing project management, but it’s pricier.
Can Freshsales CRM integrate with my existing tools?
Yes, Freshsales CRM offers various integrations. It works with many popular apps, including email, calendars, and other Freshworks products. This helps streamline your workflow and keep data consistent.
Does Insightly offer project management features?
Yes, Insightly is known for its strong project management features. It allows you to link projects to customer relationships and track progress, making it ideal for businesses that manage projects alongside sales.
How does Freshsales CRM help with lead management?
Freshsales CRM uses AI to score and prioritize leads. It provides a clear view of lead activity, helping your sales team focus on the most promising opportunities and close deals faster.
Which CRM offers better customer support and onboarding?
Both Freshsales CRM and Insightly offer good customer support. Freshsales is known for its user-friendly onboarding and quick setup. Insightly provides detailed resources, but its complexity might require more time.