Escolhendo o certo CRM is tough, right?
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 in simple terms.
Let’s find the right tool to boost your sales.
Visão geral
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? 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
Start your trial and experience the CRM that’s helped thousands of businesses boost their sales.
Preços: It has a free trial. The premium plan starts at $35/month.
Principais características:
- Tome 利用人工智能实现引人入胜的视觉叙事。Gamma 是一个以人工智能为先的快速内容生成平台。
- Tome 强调视觉叙事，与传统幻灯片截然不同。Prezi 拥有动态、非线性的缩放界面。
- Advanced Reporting
What is 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.
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 Close CRM?
Close CRM? It’s all about closing deals.
It’s built for sales teams. You can fazer calls right in the app.
It helps you stay on top of leads.
It’s focused on sales communication.
Explore também nossos favoritos Close CRM alternatives…
Nossa opinião
Tome 使用人工智能构建视觉叙事。Beautiful.ai 提供人工智能驱动的品牌智能模板。 CRMTome 与 Canva 对比
Principais benefícios
- Built-in calling: Make and receive calls directly within Close.
- Poderoso 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.
Preços
- Essentials: $35/seat/month.
- Crescimento: $99/seat/month.
- Escala: $139/seat/month.
Prós
Contras
Comparação de recursos
This analysis evaluates Insightly CRM, which is known for blending workflow automação and project management for growing sales teams.
Close CRM, a high-velocity platform specializing in built-in phone calls and high efficiency for sales reps.
This comparison will clarify which crm solutions platform is the better investment for optimizing your sales process and maximizing full team engagement.
1. Core Focus and System Architecture
- Insightly CRM: A modern crm teams love crm solutions built to unify sales teams and marketing teams by blending sales pipelines with project management. It’s a dedicated crm tools solution designed for the sales cycle and handling negócios processos.
- Close: A laser-focused sales enablement platform built to maximize sales productivity and minimize manual data entry. It is designed for sales reps and sales team engagement, providing a unified view of customer relationships to close more deals.
2. Communication Features
- Insightly CRM: Relies on third-party integrations for advanced calling. It manages basic phone calls logging and customer data tracking within its mobile device app but lacks native dialing capabilities.
- Close: Features professional features like native built in calling, power dialer, and dial multiple numbers directly within the crm solution. This maximizes outbound efficiency and allows for integrated call coaching and tracking.
3. Task and Project Management
- Insightly CRM: Excels with its native integration of task management and project management. Users can assign tasks directly to sales opportunities, ensuring that follow-ups and business processes are organized.
- Close: Offers focused task management related directly to the sales process, such as logging phone calls and setting follow-up reminders. It lacks the advanced, multi-dimensional project management features of Insightly CRM.
4. Sales Pipeline and Lead Management
- Insightly CRM: Supports sales pipelines with strong workflow automation to streamline the sales process and track sales opportunities. It can manage multiple sales pipelines and the entire sales cycle.
- Close: Provides superior sales pipelines visualization built for the sales team. Its design drives full team engagement and clarity over the sales process, helping close more deals quickly.
5. Automation and Workflow
- Insightly CRM: Features strong workflow automation capabilities, allowing users to automate internal and external business processes. This includes task creation and record updates throughout the sales cycle.
- Close: Focuses on sales automation workflows built around communication, minimizing manual data entry. It automates logging of phone calls and emails, prioritizing sales reps time on interaction.
6. Team Collaboration and Training
- Insightly CRM: Facilitates team engagement through activity feeds and shared views of customer relationships. It is suitable for sales teams that require a balance of CRM and project management features.
- Close: Designed specifically for high team engagement and performance. Its call coaching and detailed activity tracking allow sales managers to train sales reps effectively and maximize the value of every interaction.
7. Customization and Data
- Insightly CRM: Offers solid customization for contact management and reporting, focused on optimizing the sales process. It allows users to create & define custom fields and manage rich customer data.
- Close: Features advanced customization through custom objects (in higher tiers) and allows the sales team to deeply tailor the system to their specific sales processes, ensuring the system matches how they sell.
8. Mobile Accessibility and App Usage
- Insightly CRM: The mobile device app offers strong functionality for viewing customer data, managing tasks, and tracking sales opportunities while on the go.
- Close: Provides a highly rated mobile device app focused on communication and quick sales process updates. It lets sales reps manage phone calls and follow-ups efficiently from any location.
9. Licensing and Cost Structure
- Insightly CRM: Pricing is structured per user and scales with the size of the sales teams. The capsule crm cost and capsule crm review comparison is sometimes used by users looking at the affordable SMB market, but Insightly is generally more powerful.
- Close: Also priced per user, with tiers designed to unlock key features like the power dialer and advanced call coaching. Its value is derived from the increased sales productivity and ability to close more deals.
What to Look for in a CRM Platform?
- 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.
Veredicto final
So, which one wins in the CRM contra 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.
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 Close CRM
Here’s a brief comparison of Close CRM with these software solutions:
- 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. Cápsula CRM is a simpler, more affordable contact manager primarily for basic relationship tracking.
- Close CRM vs Insightly: Close CRM is mainly a sales-focused CRM with strong communication tools. At the same time, Insightly offers a broader CRM solution that includes robust project management and more extensive integrations.
- 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.
Perguntas frequentes
Which CRM is better for small businesses, Insightly or Close CRM?
Insightly often suits pequenas empresas 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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