Choisir le bon CRM est difficile, n'est-ce pas ?
Imagine your sales falling behind because your CRM is clunky.
You’re losing track of leads, and your team is frustrated.
Don’t worry; we’re going to break down Insightly vs Close CRM en termes simples.
Let’s find the right tool to boost your sales.
Aperçu
To give you a clear picture, we’ve put both Insightly and Close CRM through their paces.
Our team tested each platform, exploring its core features and usability.
This hands-on experience allows us to provide a balanced and practical comparison.
Need a CRM that goes beyond sales with robust project management tools?
Tarifs : Il existe un plan gratuit. Le plan premium commence à $29/mois.
Caractéristiques principales :
- Automatisation des flux de travail.
- Personnalisation sans code.
- Complet Reporting.
Ready to boost your team’s productivity and streamline your workflow?
Tarifs : Free trial available. The premium plan starts at $35/month.
Caractéristiques principales :
- Appel intégré.
- Automatisation des ventes.
- Pipeline Management.
Qu'est-ce qu'Insightly ?
Insightly? Think of it as a super-organized digital assistant.
It helps you keep track of customers.
And it manages your projects, too. It’s like two tools in one.
You can see everything in one place.
Découvrez également nos favoris Alternatives perspicaces…
Prêt à rationaliser votre entreprise processes and build stronger relationships? Start your free trial of Insightly and see the difference!
Principaux avantages
-
- Stimuler la productivité : Améliorer les taux d'achèvement des projets de 20%.
- Augmenter les recettes : Suivez efficacement vos clients potentiels et concluez davantage de contrats.
- Renforcer la collaboration : Connecter les équipes et améliorer la communication.
- Obtenir des informations précieuses : Apprenez à mieux connaître vos clients.
Tarifs
Tous les plans seront facturé annuellement.
- Plus: 29 $/utilisateur/mois.
- Professionnel: 49 $/utilisateur/mois.
- Entreprise: 99 $/utilisateur/mois.
Avantages
Inconvénients
What is Close CRM?
Close CRM? It’s all about closing deals.
It’s built for sales teams. You can faire calls right in the app.
It helps you stay on top of leads.
It’s focused on sales communication.
Découvrez également nos favoris Close CRM alternatives…
Boost sales and productivity with Close CRM’s built-in calling, email sequences, and automation.
Principaux avantages
- Appel intégré : Make and receive calls directly within Close.
- Puissant email sequences: Automate your outreach and follow-up.
- Advanced reporting: Track your progress and identify areas for improvement.
- Sales automation: Streamline repetitive tasks and save time.
- Dedicated support: Get help from their expert team when you need it.
Tarifs
Tous les plans seront facturé annuellement.
- Essentials: $35/seat/month.
- Croissance: 99 $/siège/mois.
- Échelle: $139/seat/month.
Avantages
Inconvénients
Comparaison des fonctionnalités
Let’s dive into the core features.
We’ll compare these two platforms side by side.
This helps you see which one better fits your specific business needs.
1. Core CRM Functionality
- Insightly: Offers robust CRM software with strong project management, making it versatile. It’s designed to manage both sales and project workflows, and its customization allows for a tailored user experience.
- Fermer le CRM focuses heavily on ventes activities, particularly direct communication. Its core functionality centers around calling, emailing, and pipeline management, and it aims to improve sales processes.
2. Integration and Connectivity
- Insightly: Boasts extensive integrations with over 250 apps, including marketing tools and other business applications. It aims to connect various aspects of your operations.
- Close CRM: This offers integrations, but they are more sales-focused. It integrates well with calling and email marketing tools, prioritizing direct sales communication.
3. Automation and Workflow
- Insightly: Provides strong marketing automation and workflow capabilities, allowing you to automate various tasks and processes. This helps streamline operations and improve efficiency.
- Close CRM: Focuses on sales automation, such as automated follow-up emails and task reminders. Its automation is geared towards improving sales team productivity.
4. Reporting and Forecasting
- Insightly: Offers detailed reporting and forecast capabilities, providing insights into sales and project performance. It aims to give a comprehensive view of your business données.
- Close CRM: Provides sales-specific reporting and pipeline visibility. Its forecast features are focused on predicting sales outcomes and tracking performance.
5. Customer Support and Service
- Insightly: Offers various customer support options, including online resources and direct support. It aims to provide comprehensive assistance to its users.
- Close CRM: Provides direct support, focusing on helping sales teams with their specific needs. Their customer service is geared towards sales efficiency.
6. Customization and Personalization
- Insightly: Allows for extensive customization, letting you tailor the platform to your specific business needs. You can customize dashboards, fields, and workflows. It aims to cater to diverse business processes.
- Close CRM: This offers some customization, but it’s more focused on sales-specific settings. You can personalize email templates and call settings.
7. Ease of Use and User Interface
- Insightly: While powerful, its comprehensive features can make it slightly complex. Ease of use can vary depending on the user’s familiarity with project management.
- Fermer le CRM is designed for simplicity, especially for sales teams. Its user interface is straightforward, promoting ease of use for sales activities. When you compare this to Insightly CRM, you can see the difference. It is simpler compared to Salesforce or even Hubspot. When reading a review of Insightly CRM, you will see the added complexity.
Que rechercher lors du choix d’une plateforme CRM ?
- Consider your team’s technical comfort; avoid overly complex systems.
- Evaluate scalability; ensure the CRM can grow with your business.
- Mobile accessibility is crucial for on-the-go teams.
- Look for strong API access for future integrations.
- Assess the level of training and onboarding support.
- Factor in long-term costs beyond the initial subscription.
- Check for industry-specific features if applicable.
Verdict final
So, which one wins in the CRM contre battle?
For many, Insightly is the better choice. It handles both sales and projects.
This makes it super flexible.
If you need a CRM that does more than just sales, Insightly is it.
Close CRM is great for sales teams focused on calls.
But if you need to run complex campaigns and manage projects, Insightly gives you more.
We’ve tested both, and Insightly’s broad features often give more value.
Listen to this advice, and you’ll pick the right CRM for your business.
Plus d'informations sur Insightly
Voici une brève comparaison d'Insightly avec ces solutions logicielles :
- Insightly vs Gohighlevel: Insightly combine CRM et gestion de projet, tandis que GoHighLevel est une plateforme complète pour l'automatisation des ventes, du marketing et des agences, offrant des outils plus larges pour la génération de leads.
- Insightly vs Pipedrive: Insightly se concentre sur le CRM avec gestion de projet intégrée ; Pipedrive se spécialise dans la gestion visuelle du pipeline de vente, souvent préférée par les équipes centrées sur les ventes.
- Insightly vs Keap: Insightly propose un CRM robuste avec suivi de projet ; Keap offre une automatisation puissante du marketing, des campagnes d'e-mailing et des fonctions de vente complètes.
- Insightly vs ActiveCampaign: Insightly fusionne le CRM avec des capacités de gestion de projet ; ActiveCampaign excelle dans l'automatisation avancée du marketing, le séquençage des courriels et l'évaluation des prospects.
- Insightly vs HubSpot: Insightly propose un CRM solide avec gestion de projet, tandis que HubSpot offre une vaste plateforme tout-en-un pour le marketing, les ventes et le service à la clientèle.
- Insightly vs Clickfunnels: Insightly est un CRM avec gestion de projet ; ClickFunnels est principalement un générateur d'entonnoirs de vente pour créer des pages d'atterrissage et automatiser les processus de vente.
- Insightly vs Folk: Insightly est un CRM complet avec des capacités de gestion de projet ; Folk est un outil de gestion des contacts plus rationalisé et collaboratif.
- Insightly vs Instantly: Insightly offre une solution robuste de CRM et de gestion de projet ; Instantly se concentre sur l'envoi automatisé d'e-mails froids et la génération de leads.
- Insightly vs Clickup: Insightly intègre la gestion de la relation client et la gestion de projet ; ClickUp est une plateforme polyvalente de gestion du travail qui peut être configurée pour des tâches de gestion de la relation client.
- Insightly vs Monday: Insightly combine la gestion de la relation client avec la gestion de projet ; Monday CRM est un système d'exploitation hautement personnalisable, adaptable à divers besoins en matière de gestion de la relation client.
- Insightly vs Capsule CRM: Insightly est un CRM plus riche en fonctionnalités avec gestion de projets, tandis que Capsule CRM est un outil de suivi des contacts et des opportunités de vente plus simple et direct.
- Insightly vs Freshsales: Insightly propose un CRM robuste avec gestion de projet ; Freshsales CRM offre une automatisation avancée des ventes, des connaissances en matière d'IA et une communication multicanal.
- Insightly vs Salesforce: Insightly est un CRM complet avec gestion de projet intégrée ; Salesforce est une solution CRM de niveau entreprise, hautement personnalisable et étendue.
- Insightly vs Zendesk: Insightly est un CRM avec des fonctions de gestion de projet ; Zendesk se concentre principalement sur l'assistance à la clientèle et les tickets de service.
More of Close CRM
Here’s a brief comparison of Close CRM with these software solutions:
- Close CRM vs Gohighlevel: Close CRM focuses on sales teams with built-in calling and email for efficiency, while GoHighLevel is an all-in-one platform integrating sales, marketing automation, and lead generation.
- Close CRM vs Pipedrive: Close CRM emphasizes robust communication tools and automation for inside sales. At the same time, Pipedrive is known for its intuitive visual sales pipeline management for small to medium businesses.
- Close CRM vs Keap: Close CRM is a sales-focused CRM with built-in calling and email sequences, whereas Keap offers more comprehensive marketing automation and e-commerce integrations.
- Close CRM vs ActiveCampaign: Close CRM excels in streamlined sales processes and communication tools, while ActiveCampaign provides more extensive marketing automation, advanced segmentation, and detailed customer journey tracking.
- Close CRM vs HubSpot: Close CRM is designed for sales teams and prioritizes built-in calling and rapid deal closing, while HubSpot offers a broader suite that encompasses marketing, sales, and customer service.
- Close CRM vs Clickfunnels: Close CRM is a sales-oriented CRM for managing leads and deals; ClickFunnels is a specialized tool for building sales funnels and optimizing conversions.
- Close CRM vs Folk: Close CRM is a sales-focused CRM with robust sales automation and built-in communication, while Folk offers flexible, collaborative contact management with a focus on organization and simple outreach.
- Close CRM vs Instantly: Close CRM provides a comprehensive sales CRM with integrated calling and broader sales automation, while Instantly specializes in high-volume cold email outreach and deliverability.
- Close CRM vs Clickup: Close CRM is a dedicated sales CRM for pipeline management and communication, whereas ClickUp is a versatile work operating system with project management, task organization, and customizable CRM capabilities.
- Close CRM vs Monday CRM: Close CRM is a specialized sales CRM with advanced automation for closing deals. Monday CRM is a visual work OS offering customizable workflows for various business functions, including sales.
- Close CRM vs Capsule CRM: Close CRM offers robust sales automation and built-in communication for dedicated sales teams. Capsule CRM is a simpler, more affordable contact manager primarily for basic relationship tracking.
- Close CRM vs Freshsales CRM: Close CRM emphasizes sales efficiency with built-in communication and automation. Freshsales CRM provides a comprehensive solution with advanced sales automation and in-depth reporting.
- Close CRM vs Salesforce: Close CRM is a sales engagement platform for SMBs with integrated calling and email, while Salesforce is an extensive, highly customizable enterprise-level CRM with broad sales, marketing, and service capabilities.
- Close CRM vs Zendesk: Close CRM is specifically built for sales teams and has robust calling and email features. At the same time, Zendesk is primarily a customer service platform focused on ticketing and support management.
Questions fréquemment posées
Which CRM is better for small businesses, Insightly or Close CRM?
Insightly often suits small businesses needing project management along with CRM. Close CRM is ideal if sales calls are your main focus. Consider your specific needs before deciding.
Can I easily migrate my data to Insightly or Close CRM?
Yes, both platforms offer data import tools. Insightly supports various file types, and Close CRM assists with CSV imports. Check their documentation for specific steps and supported formats.
Does Insightly or Close CRM offer mobile apps?
Both provide mobile apps. Insightly’s app handles CRM and projects, while Close CRM’s app focuses on sales calls and lead management. Functionality can differ, so test them.
How does customer support compare to Insightly and Close CRM?
Insightly offers tiered support based on your plan. Close CRM focuses on direct sales support. Both have online resources. When considering support options, consider your needs.
Are there free trials available for Insightly and Close CRM?
Yes, both offer free trials. This allows you to test their features before committing. Take advantage of the trials to determine which platform better suits your workflow.
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