Feeling overwhelmed trying to manage customers?
É uma verdadeira dor de cabeça.
That’s where CRMs come in.
You’ve probably heard of Creatio CRM vs Insightly, and now you’re wondering which one is actually worth your time.
We’re going to break down the key differences so you can pick the CRM that helps you win.
Visão geral
To give you the real deal, we dove deep.
We checked out user reviews, tested key features, and compared pricing.
This isn’t just theory; it’s based on seeing how these CRMs work in action.
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Preços: It has a free trial. The premium plan starts at $29/month.
Principais características:
- Gerenciamento de projetos
- Workflow Automation
- Relationship Linking
Ready to explore Creatio’s powerful features? Sign up and experience the platform firsthand.
Preços: It has a free trial. The premium plan starts at $25/month.
Principais características:
- Visual Workflow Builder
- Análise avançada
- No-Code Customization
What is Insightly CRM?
Okay, now let’s talk about Insightly’s other CRM option.
This one focuses on both sales and project management.
It helps you keep track of leads.
Plus, you can manage projects within the same system. This can be handy for some teams.
Explore também nossos favoritos Insightly alternatives…
Nossa opinião
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
Principais benefícios
- 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.
Preços
- Mais: $29/user/month.
- Profissional: $49/user/month.
- Empresa: $99/user/month.
Prós
Contras
What is Creatio CRM?
So, you’re looking at Creatio CRM.
It’s built to help businesses manage customers.
Think of it as a tool to keep everything organized.
It helps track leads, sales, and customer interactions. You can customize it to fit your needs.
Basically, it’s about making your work smoother.
Explore também nossos favoritos Creatio CRM alternatives…
Principais benefícios
Creatio has some strong points that make it stand out. It helps make your work faster and better.
- No-Code Freedom: Build apps fast. Change workflows easily. No coding needed!
- Boosts Efficiency: Automate tasks. This frees up your team.
- 360° Customer View: See all customer info in one spot. Understand them better.
- AI Smart Help: Uses AI for predictions. Helps make smart business choices.
- Integrated Modules: Combines sales, marketing, and service. All in one place.
Preços
All the plans will be billed annually.
- Crescimento: US$ 25/mês.
- Empresa: US$ 55/mês.
- Ilimitado: US$ 85/mês.
Prós
Contras
Comparação de recursos
We need to compare the specifics to see which crm software tool is the best fit.
This feature comparison will help you decide where Creatio vs Creatio and Insightly shine, and where they fall short.
1. No-Code Platform and Customization
- Creatio CRM: This platform is built on a robust no-code platform to automate workflows with a maximum degree of freedom. Studio Creatio provides no-code tools for citizen developers to build applications and automate workflows.
- Insightly: Offers good customization for fields and layouts. However, it does not provide the same depth of a true no-code platform for building new applications or fundamentally changing core sales processes.
2. Business Process and Workflow Automation
- Creatio CRM: Excels in negócios process management. Users can visually design and automate workflows for complex, end-to-end scenarios. This power can accelerate sales processes significantly.
- Insightly: Provides standard workflow automação for basic tasks like sending emails or assigning tasks when a sales opportunity’s status changes. It is simpler and less focused on large-scale business process modeling.
3. Marketing and Customer Journey
- Creatio CRM: The Marketing Creatio application is a powerful omnichannel marketing platform. It helps marketing teams design and orchestrate customer journey maps and complex marketing campaigns. This focus helps enhance customer and employee experiences.
- Insightly Marketing: Insightly offers Insightly Marketing as a separate product. It includes features like email marketing and lead nurture. It is a good starting point for simple marketing needs but lacks the depth of Creatio’s full customer journey tools.
4. Core CRM Applications
- Creatio CRM: Comes with modular crm applications: Sales Creatio, Marketing Creatio, and Service Creatio. This structure allows businesses to buy the specific tools they need.
- Insightly: Offers a unified platform for sales, marketing, and service. It is known for integrating its sales pipeline and sales opportunities with project management capabilities.
5. Project and Order Management
- Creatio CRM: Includes solid order management and project tracking, particularly within its service module.
- Insightly: This is a defining part of Insightly. It’s highly valued for seamlessly converting a won sale into a project with its built-in project management capabilities.
6. Sales Process Management
- Creatio CRM: Provides robust tools to manage and accelerate sales processes, including complex opportunity management and account management.
- Insightly: Supports sales teams with a clear sales pipeline, the ability to assign tasks, and features for managing sales opportunities. It’s a modern crm teams love for its simplicity.
7. Scalability and Extensibility
- Creatio CRM: Designed for scalability, offering features for large enterprises and long lasting relationships. Its marketplace add ons and open API offer a vast maximum degree of freedom and extensibility.
- Insightly: More popular among small to mid-sized companies. It scales well for those businesses but may reach a limit sooner than the low-code Creatio platform when facing significant complexity.
8. Industry Workflows
- Creatio CRM: Provides pre-built industry workflows for over 20 different verticals. This drastically speeds up deployment in a specific business environment.
- Insightly: Focuses on general CRM and project management. It requires more custom configuration to fit specialized industry processes.
9. Ecosystem and Marketplace
- Creatio CRM: Has a growing marketplace where partners and users can offer creatio products and tools. The company emphasizes communicating transparently and providing support.
- Insightly: Integrates well with third-party apps like Google Workspace. While it has an AppConnect platform, its internal marketplace is not as expansive as Creatio’s.
What to Look for When Choosing Customer Relationship Management?
Picking the right crm tools goes beyond features. You need a platform that truly supports your team and operations.
Here are key insights to monitor before you fazer a final review.
- The learning curve: How long will it take for every team member to master the system? A steep learning curve impacts user productivity right away.
- Quick dados capture: Look for fast ways to create new contacts. Does the app support business card scanning?
- Customer support: Beyond the technology, check the vendor’s genuine care. You need transparent communication and local presence, especially for large organizations.
- Total cost: Remember that insightly starts with a lower per user price, but consider all costs. Watch out for fees for insighly products like insightly service or Insightly marketing, and confirm if you are billed annually.
- Sales and tasks: You need an opportunities dashboard that is easy for sales teams and managers to monitor. Efficient task management is key to boosting team productivity.
- Enterprise experience: Creatio is a strong performer, trusted by groups like Société Générale Group and BNP Paribas Group. This shows it can handle complex operations and segurança.
- Reporting and efficiency: The chosen solution must allow you to generate reports and streamline workflows and crm processes to show a direct impact on revenue.
- Integrations: Check the available email templates and connections with other crm tools. Insightly products integrate well with Google Workspace; other crms may offer more marketplace add ons.
- Scalability: Ensure the technology can handle your growth. Creatio has six offices and a significant team, suggesting a high capacity for support and new version releases.
Veredicto final
So, which one wins: Creatio vs Creatio or Insightly?
For us, Creatio CRM takes the lead.
It’s got more functionality, especially with its low-code options.
You can really make it fit your business.
Sure, it might take a bit to learn.
But if you want a strong customer relationship tool, Creatio delivers.
Its marketplace is growing, and it’s responsive on different dispositivos.
If you’re serious about managing new leads and growing your business, it’s a solid choice.
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 Creatio CRM
Here’s a brief comparison of Creatio CRM with these software solutions:
- Creatio CRM vs Pipedrive: Creatio CRM offers comprehensive process automation and no-code customization for diverse business workflows, whereas Pipedrive specializes in visual sales pipeline management, simplifying deal tracking.
- Creatio vs GoHighLevel: Creatio is a no-code platform for CRM and business process automation. It helps businesses speed up sales, marketing, and service tasks. GoHighLevel is an all-in-one sales platform and marketing tool. It’s built for marketing agencies and small business owners to grow their own business.
- Creatio CRM vs Keap: Creatio CRM provides extensive sales automation and AI-powered insights for complex processes, while Keap focuses on simplifying contact management, email marketing, and appointments for small businesses.
- Creatio CRM vs ActiveCampaign: Creatio CRM delivers a unified platform for automating sales, service, and marketing processes with deep customization; ActiveCampaign excels in intelligent marketing automation, segmentation, and email campaigns.
- Creatio CRM vs Hubspot: Creatio CRM emphasizes highly customizable workflows and robust process automation, while HubSpot offers a broader, more integrated suite for marketing, sales, and customer service, known for ease of use.
- Creatio CRM vs Clickfunnels: Creatio CRM is a comprehensive CRM focused on managing customer relationships and automating business processes; ClickFunnels is a specialized tool for building sales funnels and optimizing conversions.
- Creatio CRM vs Folk: Creatio CRM provides powerful marketing automation and detailed analytics for complex needs. Folk is a user-friendly, collaborative contact management system best suited for smaller teams.
- Creatio CRM vs Instantly: Creatio CRM offers broad CRM capabilities with robust workflow automation and marketing campaigns, while Instantly focuses specifically on automated cold email outreach and lead nurturing.
- Creatio CRM vs Clickup: Creatio CRM is a dedicated, process-driven CRM platform with strong automation; ClickUp is a versatile work management tool that includes CRM features alongside project and task management.
- Creatio CRM vs Monday CRM: Creatio CRM provides advanced sales and marketing automation with extensive customization, while Monday CRM emphasizes visual workflows and team collaboration, often used for project management.
- Creatio CRM vs Cápsula CRM: Creatio CRM offers a robust, scalable platform with comprehensive automation and no-code capabilities. Capsule CRM is a simpler contact management system focused on tracking sales opportunities.
- Creatio CRM vs Insightly: Creatio CRM provides a comprehensive, no-code platform for automating sales, service, and marketing processes; Insightly offers a feature-rich CRM with project management and relationship linking.
- Creatio CRM vs Freshsales CRM: Creatio CRM offers powerful workflow automation and in-depth customization for complex sales operations. At the same time, Freshsales CRM prioritizes an intuitive interface and visual sales pipeline management for sales teams.
- Creatio CRM vs Salesforce: Creatio CRM provides a flexible, process-driven platform with strong no-code customization; Salesforce is an industry-leading, highly scalable, and comprehensive enterprise CRM with a vast app ecosystem.
Perguntas frequentes
Which CRM is better for small businesses?
Insightly is generally better for pequenas empresas. It’s user-friendly and easy to set up. Its simple interface makes it quick to learn and use. The screenshots show a clean, less complex layout.
Can I customize both Creatio and Insightly?
Yes, both are customizable. Creatio, however, offers more advanced customization with its low-code platform. Insightly’s customization is simpler. If you need complex workflows, Creatio is better.
Does Creatio CRM have mobile access?
Yes, Creatio is responsive and offers mobile access. The mobile app lets you manage data on the go, view dashboards, and update records from your phone.
Is Insightly’s project management good?
Insightly’s project management is a strong feature. It integrates project and sales management, making it a good choice if you need to manage both customers and projects in one system.
Are there free trials for both CRMs?
Yes, both Creatio and Insightly offer free trials. These let you test the software before you buy, which is a good way to see which one fits your needs.
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