Are you stuck trying to pick a CRM? It’s tough, right?
Imagine choosing the wrong CRM.
You waste money, your team gets frustrated, and you miss out on sales.
Don’t worry! We’re going to break down Insightly vs Bitrix24 in simple terms.
Let’s make this easy.
Overview
We’ve spent considerable time exploring both Insightly and Bitrix24.
Our team directly tested each platform, focusing on usability, key features, and overall value.
This hands-on experience allows for a direct, practical comparison.
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Pricing: It has a free trial. The premium plan starts at $29/month.
Key Features:
- Project Management
- Workflow Automation
- Relationship Linking
Looking for an affordable solution? Bitrix24 offers a robust platform with a wide range of features.
Pricing: It has a free trial. The premium plan starts at $49/month.
Key Features:
- CRM
- Project Management
- Communication Tools
What is Insightly?
Okay, let’s talk Insightly. Think of it as a super-organized assistant.
It helps you keep track of customers.
And projects, too. It’s built for growing businesses.
You get CRM and project tools all in one spot.
Also, explore our favorite Insightly alternatives…
Our Take
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
Key Benefits
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
What is Bitrix24?
Bitrix24 is like a digital office.
It’s more than just CRM. It has chat, video calls, and tasks.
Think of it as an all-in-one platform.
It’s designed for team collaboration.
Also, explore our favorite Bitrix24 alternatives…
Our Take
Ready to take control of your projects and boost your team’s productivity? Bitrix24 gives you the tools you need to excel at project management, with over 10 million users worldwide.
Key Benefits
- Feature-rich CRM: Manage your contacts, deals, and sales pipeline.
- Integrated project management: Plan, track, and easily collaborate on projects.
- Built-in communication tools: Chat, video conference, and file sharing within the platform.
- Website builder: Create landing pages and websites without any coding.
- Mobile app: Access your work from anywhere, anytime.
Pricing
- Basic: $49/organization/month, 5 Users.
- Standard: $99/organization/month, 50 Users.
- Professional: $199/organization/month, 100 Users.
- Enterprise: $399/organization/month, 250 Users.
Pros
Cons
Feature Comparison
This analysis evaluates Insightly CRM, known for its unique blend of workflow automation and project management.
Bitrix24 CRM, a comprehensive crm tool famous for robust collaboration tools and internal communications platform features.
This comparison will help sales teams and marketing teams decide which crm software offers the superior platform for optimizing their sales process and maximizing sales opportunities.
1. Core Focus and System Architecture
- Insightly CRM: A versatile crm system designed for customer relationship management across sales teams and marketing teams. Its core strength is unifying projects and sales under one roof, often appealing to small and medium businesses (SMBs) needing strong sales enablement.
- Bitrix24 CRM: Built as a comprehensive crm tool and internal communications platform for collaboration. It excels at integrating task management, communication, and the entire sales process for organizations needing strong collaboration tools and unlimited users.
2. Task and Project Management
- Insightly CRM: Excels with its native task management and workflow automation features, allowing users to assign tasks directly within the crm tool. This integration of project management boosts sales team efficiency.
- Bitrix24 CRM: Provides extremely deep project management tools and task management, including Gantt charts, Kanban boards, and time tracking. It offers an all in one crm solution for both sales and internal operations.
3. Sales Automation and Funnel
- Insightly CRM: Features strong sales automation and workflow automation capabilities to control and streamline the sales process and help sales teams track sales opportunities. It uses email marketing templates to nurture leads effectively.
- Bitrix24 CRM: Provides robust sales automation features, managing the sales funnel through stages with comprehensive workflow automation. Its core strength is automating lead routing and follow-up activities.
4. Communication and Collaboration
- Insightly CRM: Focuses primarily on customer relationship management and external communications. It relies on integrations (like Google Workspace) for enhanced collaboration tools and internal communications platform functions.
- Bitrix24 CRM: Its strength is internal and external customer relationship management through its built-in communications platform. It offers features like video conferencing, internal chat, and robust collaboration tools to connect sales teams and improve sales enablement.
5. Data Management and Contact Management
- Insightly CRM: Offers robust contact management and reporting, collecting rich customer data to track interactions. It helps marketing teams and sales teams manage leads efficiently.
- Bitrix24 CRM: Centralizes contact management for both employees and customers, utilizing customer data within its internal communications tools and CRM functions, supporting a comprehensive all in one crm model.
6. Marketing Features and Campaigns
- Insightly CRM: The Insightly marketing is offered as an integrated module. It allows marketing teams to run sophisticated email marketing campaigns and track web engagement, closely tying lead generation to the sales team pipeline.
- Bitrix24 CRM: Includes features for running marketing campaigns like email newsletters and social media posting. It focuses on unifying internal and external communications across the sales process.
7. Reporting and Forecasting
- Insightly CRM: Provides strong sales forecasting and reporting and analytics tools for the sales process, giving the sales team clear insight into sales opportunities and overall sales performance.
- Bitrix24 CRM: Offers sales forecasting and reporting across both sales and project management modules. Its reports help sales teams understand performance within the context of the larger company.
8. Target Market and Pricing
- Insightly CRM: Targets small and medium businesses (SMBs) who need a cost-effective, yet integrated crm solution blending sales and service. Pricing is competitive, appealing to businesses needing modern crm teams love.
- Bitrix24 CRM: Popular among small and medium businesses that require extensive collaboration tools and project management tools alongside CRM. It offers a free version and plans that scale up to support unlimited users.
9. Customer Queries and Service
- Insightly CRM: Offers insightly service, a dedicated tool for managing customer queries, handling support tickets, and providing dedicated support services.
- Bitrix24 CRM: Features a built-in contact center that funnels customer queries from multiple channels (email, chat, social) into the crm tool for quick response, enhancing customer relationship management.
What to Look For in a CRM Platform?
- Consider your team’s technical skills; simpler CRMs may be better for less tech-savvy teams.
- Evaluate scalability; ensure the CRM can grow with your business.
- Check for industry-specific features if applicable.
- Factor in long-term costs, including potential upgrades and support.
- Prioritize data security and compliance features.
Final Verdict
So, which one wins?
For many small and medium-sized businesses, Insightly is our top pick.
It’s user-friendly, and its project management capabilities are strong.
It’s a solid cloud-based option.
Bitrix24 has more advanced features, but it can be overwhelming.
If you want something that’s easy to use and helps you facilitate sales and projects, Insightly is great.
We’ve used both, and Insightly feels simpler to get started with.
Trust us; it’ll make your life easier.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- 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 GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- 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 Bitrix24
Here’s a brief comparison of Bitrix24 with these software solutions:
- Bitrix24 vs Pipedrive: Bitrix24 provides a comprehensive suite including CRM and project management, whereas Pipedrive focuses on intuitive visual sales pipeline management.
- Bitrix24 vs GoHighLevel: Bitrix24 is like a big office suite. It has CRM, but also tools for talking with your team and managing projects. It’s good if you need many things in one place. GoHighLevel is more about sales and marketing.
- Bitrix24 vs Keap: Bitrix24 offers a wide range of collaboration and CRM features, while Keap excels in marketing automation and detailed sales process management.
- Bitrix24 vs ActiveCampaign: Bitrix24 is an extensive business suite, while ActiveCampaign specializes in advanced marketing automation, email campaigns, and lead nurturing.
- Bitrix24 vs Hubspot: Bitrix24 delivers a vast feature set for business operations, often with a steeper learning curve; HubSpot offers a user-friendly, integrated marketing, sales, and service platform.
- Bitrix24 vs Clickfunnels: Bitrix24 is a comprehensive business management system with CRM; ClickFunnels is primarily a tool for building sales funnels and landing pages.
- Bitrix24 vs Folk: Bitrix24 is an all-encompassing platform for various business functions; Folk is a more focused, collaborative contact management system.
- Bitrix24 vs Instantly: Bitrix24 provides a broad array of business tools, including CRM; Instantly specializes in automated cold email outreach and sales cadences.
- Bitrix24 vs Clickup: Bitrix24 is an integrated platform for CRM, project management, and collaboration; ClickUp is a versatile work management tool with customizable views.
- Bitrix24 vs Monday: Bitrix24 offers a wide-ranging business solution with CRM; Monday CRM provides highly visual and customizable workflows for project and client management.
- Bitrix24 vs Capsule: Bitrix24 is a feature-rich platform with CRM, task management, and collaboration; Capsule CRM is a simpler, more streamlined contact and sales pipeline manager.
- Bitrix24 vs Insightly: Bitrix24 is a comprehensive business suite with robust collaboration and project tools; Insightly is a CRM with integrated project management capabilities, often favored by smaller businesses.
- Bitrix24 vs Freshsales: Bitrix24 offers a wide range of business functions alongside CRM; Freshsales CRM is a sales-focused platform with AI-powered insights for lead and deal management.
- Bitrix24 vs Salesforce: Bitrix24 provides an all-in-one solution for various business sizes, including CRM; Salesforce is a leading, highly customizable, and scalable enterprise-level CRM with extensive capabilities.
Frequently Asked Questions
Is Insightly better for small businesses?
Yes, Insightly is often preferred by small businesses. Its user-friendly interface and focus on sales and project management make it easy to adopt. It offers the right balance of features without overwhelming smaller teams.
Can Bitrix24 handle large teams?
Bitrix24 is well-suited for larger teams due to its extensive communication and collaboration tools. Its comprehensive suite of features supports complex workflows and manages numerous users efficiently.
Which CRM has better project management?
Insightly has superior project management integration within its CRM. It allows tight linking of projects to customer relationships, which is a major advantage for businesses that manage both sales and projects.
Is Bitrix24’s free plan worth it?
Bitrix24’s free plan is very generous, especially for small teams. It includes essential CRM and collaboration features, making it a great starting point for businesses on a tight budget.
How important is integration in choosing a CRM?
Integration is crucial. A CRM that integrates well with other tools like email, calendars, and other business apps can significantly improve workflow efficiency. Consider which tools your business already uses.
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