Are you stuck trying to pick a CRM? It’s tough, right?
You need something that keeps all your customer info in one place, but which one?
We’re going to break down Insightly vs Agile CRM simply.
We’ll look at what each one does best so you can make the right choice for your business.
Overview
We’ve spent countless hours diving deep into both Insightly and Agile CRM.
Our team meticulously tested each platform.
Exploring every feature, from contact management to automation, to provide you with a real-world comparison.
Need a CRM that goes beyond sales with robust project management tools?
Pricing: It has a free plan. The premium plan starts at $29/month.
Key Features:
- Workflow Automation.
- No-Code Customization.
- Comprehensive Reporting.
Ready to streamline your sales and marketing? Explore Agile CRM for more.
Pricing: It has a free plan. Premium plan starts at $8.99/month.
Key Features:
- Marketing Automation
- Contact Management
- Email Tracking
What is Insightly?
Okay, let’s talk Insightly. It’s a CRM.
But it’s more than that. It mixes CRM and project management.
Think about that. You can track customers and projects.
All in one place. It’s pretty handy.
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
What is Agile CRM?
Now, let’s look at Agile CRM.
It’s built for sales and marketing. It’s got a lot of tools.
All in one platform. You can manage contacts.
You can automate marketing. It tries to simplify your work.
Also, explore our favorite Agile CRM alternatives…
Ready to streamline your sales and marketing? Explore Agile CRM’s powerful automation and comprehensive features.
Key Benefits
- Automation: Automate repetitive tasks like email marketing, follow-ups, and lead nurturing.
- Comprehensive Suite: Offers a complete set of tools, including CRM, marketing automation, and helpdesk features.
- Affordable: Provides competitive pricing plans, especially for smaller businesses.
- Customization: Offers a good level of customization to tailor the platform to your needs.
Pricing
- Free: Up to 10 users.
- Starter: $8.99
- Regular: $29.99
- Enterprise: $47.99
Pros
Cons
Feature Comparison
Let’s dive into the nitty-gritty.
Choosing between these two CRMs boils down to features.
We’ll compare them directly, highlighting key differences to help you decide.
1. CRM vs Software
- Insightly: It blends CRM with project management functionality. This makes it a robust business management software.
- Agile CRM: Focuses squarely on sales and marketing. It aims to streamline those processes.
2. Email and Email Marketing
- Insightly offers strong email integration, but its email marketing is less comprehensive. Basic template options are available.
- Agile CRM: This excels in email marketing. It has advanced automation and strong template customization.
3. Analytics and Metrics
- Insightly: Provides detailed analytics and metrics on projects and sales. Offers a customizable dashboard for insight.
- Agile CRM: Focuses on sales and marketing metrics. Less robust project analytics are present.
4. Campaign Management
- Insightly: Campaign management is tied to project workflows. It’s effective but less marketing-focused.
- Agile CRM: Agile CRM offers strong campaign tools for marketing. It aims to boost conversions.
5. Customer Service and Onboarding
- Insightly: Offers decent customer service. The onboarding process can be complex due to the learning curve.
- Agile CRM: Provides varied customer service quality. The onboarding process is generally simpler.
6. Pipeline Management
- Insightly: Offers highly customizable pipeline management. It’s great for complex sales processes.
- Agile CRM: Provides a simpler, more straightforward pipeline. It’s easier to use but less customizable.
7. Web Engagement
- Insightly: Focuses on project and sales tracking. Web engagement features are limited.
- Agile CRM offers strong web engagement tools, including pop-ups and lead tracking. It is a more user-friendly experience in this regard.
What to Look For When Choosing a CRM?
- Customization: Can you tailor it to your specific workflows?
- Reporting: Does it provide the insights you need?
- Automation: Can it streamline repetitive tasks?
- User-Friendliness: Is it easy for your team to adopt?
- Data Migration: How easy is it to move your existing data?
- Training Resources: Are there ample guides and tutorials?
- Community and Reviews: What are other users saying?
Final Verdict
So, which one wins? It’s close. But, we lean towards Insightly. Why?
It mixes CRM and project tools. That’s super useful.
If you need both, Insightly is great.
Agile CRM is strong for sales and marketing. But, it lacks project tools.
We’ve tested both a lot. We know what works.
Think about your needs. Pick the one that fits best.
We’re here to help you make the right choice.
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 Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- 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.
More of Agile CRM
Here’s a brief comparison of Agile CRM with these software solutions:
- Agile CRM vs Gohighlevel: Agile CRM is an all-in-one, affordable CRM with sales, marketing, and service, while GoHighLevel is a comprehensive platform built for marketing agencies with extensive automation and lead generation.
- Agile CRM vs Pipedrive: Agile CRM offers a broader range of marketing automation features and a built-in help desk. At the same time, Pipedrive focuses on intuitive visual sales pipeline management for sales teams.
- Agile CRM vs Keap: Agile CRM is more affordable and offers a more intuitive interface for core CRM functions. Keap provides powerful marketing automation and e-commerce capabilities with a steeper learning curve.
- Agile CRM vs ActiveCampaign: Agile CRM provides an all-in-one platform with a built-in help desk and telephony, whereas ActiveCampaign excels in advanced marketing automation, segmentation, and detailed analytics.
- Agile CRM vs Hubspot: Agile CRM offers a competitive free plan and strong marketing automation for small businesses, while HubSpot provides a comprehensive, scalable suite of tools for larger enterprises.
- Agile CRM vs Clickfunnels: Agile CRM is an all-encompassing CRM with sales, marketing, and service features; ClickFunnels is a specialized tool for building sales funnels and automating sales processes.
- Agile CRM vs Folk: Agile CRM is a comprehensive suite that includes sales, marketing, and support, while Folk emphasizes simplified, collaborative contact management and organization.
- Agile CRM vs Instantly: Agile CRM provides an all-in-one solution for sales, marketing, and customer service, while Instantly focuses on streamlined cold email outreach and deliverability.
- Agile CRM vs Clickup: Agile CRM is a dedicated CRM solution, while ClickUp is a versatile productivity platform that includes CRM functionalities, project management, and task tracking.
- Agile CRM vs Monday CRM: Agile CRM is an integrated CRM with strong marketing and service automation, whereas Monday CRM offers a highly customizable visual workspace for managing various workflows.
- Agile CRM vs Capsule CRM: Agile CRM provides a comprehensive suite with marketing automation and robust reporting, while Capsule CRM is a simpler contact management and sales pipeline tracking solution.
- Agile CRM vs Freshsales CRM: Agile CRM provides robust marketing automation and a built-in help desk. At the same time, Freshsales CRM excels in sales-focused features like visual pipelines and AI-powered insights.
- Agile CRM vs Salesforce: Agile CRM is an affordable, user-friendly option for small to medium businesses, while Salesforce is an industry-leading, highly customizable enterprise-level CRM with extensive features.
Frequently Asked Questions
Which CRM is better for small businesses, Insightly or Agile CRM?
Agile CRM often suits smaller budgets. It offers strong marketing tools. Insightly is better if you need project management too. Think about your main needs.
Can I customize both Insightly and Agile CRM to fit my business?
Yes, you can. Insightly allows detailed pipeline customization. Agile CRM offers strong email and marketing template customization. Both allow tailored fields and workflows.
What is the learning curve for Insightly and Agile CRM?
Insightly can be steeper. Agile CRM is generally more user-friendly. Both offer onboarding, but Insightly might require more training time.
Does either CRM offer strong mobile access?
Both offer mobile access. Insightly’s Insightly can be slower. Agile CRM is genCRM’s faster. Consider your team’s mobilteam’ss when choosing.
How do Insightly and Agile CRM handle customer support?
Insightly offers decent support—Agile CRM’s quality is better than vCRM’s. User reviews suggest that Insightly is more consistent. Plan for potential delays with Agile CRM’s support.
