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 fazer the right choice for your business.
Visão geral
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 automação, to provide you with a real-world comparison.
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
Agile CRM streamlines your sales, marketing, and support all in one platform. Explore it!
Preços: It has a free plan. The premium plan starts at $8.99/month.
Principais características:
- Project management
- Gamification
- Telephony
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.
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 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.
Explore também nossos favoritos Agile CRM alternatives…
Nossa opinião
Want to streamline your sales and marketing? Agile CRM prefers a free plan for up to 10 users. Experience its powerful features risk-free! Start your free trial today.
Principais benefícios
- Budget-friendly: Offers a free plan for up to 10 users.
- Gamification features: Motivate your sales team with points and rewards.
- Built-in telephony: Make and receive calls directly within the platform.
Preços
Agile CRM has a generous free plan forever! If you need more, here are your options:
- Livre: Up to 10 users.
- Iniciante: $8.99
- Regular: $29.99
- Empresa: $47.99
Prós
Contras
Comparação de recursos
This comparison pits Insightly, a versatile crm system known for its unique integration of sales and task management.
Agile CRM, an all in one crm platform famous for comprehensive marketing automation and features for small and medium businesses.
This detailed analysis will clarify which crm software offers the superior platform for optimizing your sales process and maximizing sales opportunities.
1. Core Focus and Sales Enablement
- Insightly CRM: Built as a flexible crm system that uniquely includes integrated project management tools, making it ideal for teams that manage sales and service delivery. Its core strength is centralizing relationship data and workflow.
- CRM ágil: Designed as an all in one crm solution, emphasizing integrated sales automation and marketing automation. It offers robust sales enablement across the entire sales process for small and medium businesses.
2. Marketing and Email Capabilities
- Insightly CRM: Insightly marketing is offered as a separate product, focusing on advanced features like nurture campaigns. Email functionality includes basic templates and strong Google Workspace integration, allowing you to schedule emails easily.
- CRM ágil: Excels with deep email marketing and marketing automation. It provides built-in tools for sales automation and comprehensive tracking of user web engagement across email marketing campaigns.
3. Workflow and Process Automation
- Insightly CRM: Provides strong workflow automation capabilities, especially around record management and assign tasks based on status changes. It includes custom fields for tailoring the system to specific business needs.
- CRM ágil: Renowned for its extensive and visual workflow automation capabilities across the entire sales process. It allows sales teams to automate complex journeys, from lead scoring to follow-up emails, better than other crms.
4. Project and Task Management
- Insightly CRM: A huge advantage is its native integrated project management tools, which allow the sales team to seamlessly manage projects related to a customer record. Users can assign tasks directly within the crm system.
- CRM ágil: While it supports basic task management, its strength lies in managing the sales process and marketing rather than in-depth project management of non-sales activities.
5. Target Market and Pricing
- Insightly CRM: Targets small and medium businesses (SMBs) and mid-market companies needing a blend of CRM and project management. Insightly starts pricing at competitive rates, with a slightly higher learning curve than simpler tools.
- CRM ágil: Also highly popular with small and medium businesses due to its rich feature set at a competitive price. It aims to be the centralized crm solution for many growing companies.
6. Contact Management and Data
- Insightly CRM: Provides comprehensive contact management with rich profiles and the ability to track historical data. It offers a useful opportunities dashboard to view deal status.
- CRM ágil: Features excellent contact management and deep integration capabilities, centralizing customer data from email marketing, mídia social, and web engagement.
7. Integrations and Ecosystem
- Insightly CRM: Offers strong native integration with Google Workspace and Microsoft apps. Its API allows integration with many other insightly products and external services for enhanced productivity.
- CRM ágil: Provides a vast array of third party integrations to support sales team and marketing teams activities, covering areas like support, telephony, and specialized email templates.
8. Mobile and Accessibility
- Insightly CRM: Offers robust mobile apps for managing contacts, tasks, and opportunities on the go. Its features are fully accessible across different dispositivos.
- CRM ágil: Offers fully featured mobile apps that support both sales team and marketing teams functions, including telephony and lead scoring, ensuring the sales process is manageable from anywhere.
9. Reporting and Sales Forecasting
- Insightly CRM: Features advanced sales forecasting and reporting and analytics tools, providing the sales team with actionable insights. Its opportunities dashboard is a core crm feature for tracking sales opportunities.
- CRM ágil: Provides comprehensive sales forecasting and reporting tailored to show revenue generated and pipeline health. It helps sales teams optimize the sales process based on customer data and email marketing performance.
What to Look For in a CRM Tool?
- Personalização: Can you tailor it to your specific workflows?
- Relatórios: Does it provide the insights you need?
- Automação: Can it streamline repetitive tasks?
- Facilidade de uso: 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?
Veredicto final
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 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 Agile CRM
Here’s a brief comparison of Agile CRM with these software solutions:
- 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 GoHighLevel: Agile CRM is an all-in-one platform with CRM, sales, marketing, and service features. It’s often praised for its free plan and good support for smaller businesses. GoHighLevel is built for marketing agency needs.
- Agile CRM vs Keap: Agile CRM is more affordable and offers a more intuitive interface for core CRM functions. Comprado 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 Clique para cima: 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 Insightly: Agile CRM emphasizes extensive automation across sales, marketing, and service, while Insightly offers strong project management capabilities integrated with CRM features.
- 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.
Perguntas frequentes
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.
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