Are you juggling leads and deals, feeling like you’re losing track?
Выбор правильного CRM can feel like a headache.
That’s money and time lost.
Let’s break down Insightly vs Salesmate.
We’ll see which CRM helps you close more deals and keep your customers happy.
Обзор
To provide a clear and unbiased comparison, our team dove deep.
We’ve spent significant time navigating both Insightly and Salesmate, testing their core features, and analyzing their workflows.
This hands-on experience allows for a real-world perspective, moving beyond simple feature lists.
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Цены: It has a free trial. The premium plan starts at $29/month.
Основные характеристики:
- Управление проектом
- Workflow Automation
- Relationship Linking
Ditch the sales chaos! Salesmate CRM offers a 15-day free trial. Experience the difference.
Цены: It has a free trial. The premium plan starts at $23/month.
Основные характеристики:
- Built-in Calling
- Sales Automation
- Contact Management
What is Insightly?
Insightly? Think of it as a CRM that does more.
It mixes sales with project management. You get to track deals.
Plus, you manage projects. All in one place.
It aims to streamline everything.
Также изучите наши любимые Insightly alternatives…
Наше мнение
Insightly — надежный выбор для компаний, которым нужна масштабируемая CRM-система с возможностями управления проектами.
Основные преимущества
- Масштабируемость для роста: Адаптируйте платформу по мере расширения вашего бизнеса.
- Возможности управления проектами: Организуйте и следите за ходом своих проектов.
- Настраиваемые панели мониторинга и отчеты: Получите информацию, необходимую для принятия обоснованных решений.
- Интеграции с популярными приложениями: Подключитесь к своим любимым бизнес-инструментам.
Цены
- Плюс: 29 долл. США/пользователь/месяц.
- Профессиональный: 49 долл. США/пользователь/месяц.
- Предприятие: 99 долл. США/пользователь/месяц.
Плюсы
Минусы
What is Salesmate?
Salesmate? It’s all about sales.
Think of it as a sales-first CRM. It helps you close deals faster.
It has built-in calling. Plus, it focuses on ease of use.
It’s designed to be simple.
Также изучите наши любимые Salesmate alternatives…
Наше мнение
Ditch the sales chaos! Salesmate CRM offers a 15-day free trial. Experience the difference and close more deals. Sign up today!
Основные преимущества
- Built-in calling: Make and receive calls directly within Salesmate.
- Sales sequences: Automate your outreach with personalized emails and texts.
- Pipeline management: Visualize your sales process and identify bottlenecks.
- Мобильное приложение: Access your CRM data on the go.
Цены
- Basic ($23/user/month): Contacts, Companies, Deals.
- Pro ($39/user/month): Product management, Goal Management.
- Business ($63/user/month): Team Management, Custom Module
Плюсы
Минусы
Сравнение характеристик
This analysis evaluates two powerful crm software solutions: Insightly CRM, known for its unique blend of workflow автоматизация and project management.
Salesmate CRM, a robust crm solution built for efficient sales reps and sales forecasting.
This comparison will clarify which crm solution is the better fit for optimizing your sales process and maximizing sales opportunities.
1. Core Focus and System Architecture
- Insightly CRM: A versatile crm software that combines customer relationship management with native project management tools, making it a great option for marketing teams and sales teams who need integrated task management. It is known for its modern crm teams love usability.
- CRM-система Salesmate: A dedicated and robust crm solution focused purely on the sales process and maximizing sales performance. It acts as a core sales platform designed to build lasting customer relationships and enhance pipeline management.
2. Pipeline Management and Sales Process
- Insightly CRM: Offers robust sales pipeline management with strong workflow автоматизация to streamline the entire sales process. It provides visibility into sales opportunities and is suitable for multi-stage sales cycle complexity.
- CRM-система Salesmate: Excels in pipeline management and visualization, with features designed to help sales reps track deals efficiently. Its simplicity makes it a better platform for focused sales performance and sales forecasting.
3. Relationship Building and Interactions
- Insightly CRM: Strong on contact management and comprehensive customer данные tracking across the entire sales cycle. It facilitates customer relationship management with integrated client communication logging.
- CRM-система Salesmate: Built around the goal to build lasting customer relationships. It features powerful built-in calling, текст, and email tools designed to enhance customer interactions and nurture client relationships over time.
4. Marketing and Automation
- Insightly CRM: Offers insightly marketing, a powerful add-on module for running marketing teams campaigns and automating drip sequences. This complements the workflow automation of the main crm solution.
- CRM-система Salesmate: Features strong marketing automation built into its system, designed to handle follow-up sequences and email campaigns that support the sales process and sales performance.
5. Task and Project Management
- Insightly CRM: Excels with its native project and task management features. Users can link projects and assign tasks directly to sales opportunities, ensuring follow-ups are never missed.
- CRM-система Salesmate: Provides focused task management features centered on the sales process, such as activity scheduling and follow-up reminders. It lacks the full, native project management suite of Insightly CRM.
6. Licensing and Scale
- Insightly CRM: Pricing is per user and scales with the size of the sales teams. Features like insightly service can be added modularly, offering flexible growth for both marketing teams and sales.
- CRM-система Salesmate: Offers affordable pricing structured per user, making it a viable fourth crm option for малый бизнес or teams transitioning from outdated systems. It offers excellent value considering its robust crm solution.
7. Integrations and Ecosystem
- Insightly CRM: Offers strong integrations, particularly with major platforms like google workspace. Its crm tools work well with a wide range of complementary services.
- CRM-система Salesmate: Provides essential integrations, including microsoft apps compatibility. It focuses on ensuring its core sales process features work seamlessly with common email and calendar applications.
8. Support and Resources
- Insightly CRM: The insightly service module provides dedicated support options and comprehensive resources to master the powerful workflow automation features. Its reliability has been noted by pc magazine.
- CRM-система Salesmate: Offers responsive support, recognizing that a robust crm solution requires dependable assistance. They provide dedicated help to ensure sales reps can maximize their sales performance.
9. Feature Depth & Ease of Use
- Insightly CRM: Offers deep workflow automation and project features, appealing to marketing teams and sales teams needing complexity. Its user interface, while modern, has a moderate learning curve.
- CRM-система Salesmate: Focuses on intuitive usability to enhance sales performance. It provides powerful, yet easy-to-use, tools for sales forecasting and managing the entire pipeline management.
What to Look For in a CRM Platform?
- Consider your team’s technical skills.
- Assess long-term scalability needs.
- Evaluate customer support responsiveness.
- Check for mobile accessibility.
- Ensure data безопасность compliance.
- Map your current sales processes to the CRM’s workflow.
- Factors in hidden costs include implementation and training.
진행률 표시줄 레이블
So, which one wins? For most sales teams, Salesmate is the лучшая CRM.
It’s simple to use.
It helps you streamline sales processes fast for недвижимость company.
You get built-in calling and easy automation.
If you need heavy project tools, Insightly might fit.
But Salesmate boosts productivity quickly. We tested both.
We saw how easy Salesmate is to learn and use.
It’s a better choice if you want to close more deals. It’s built for sales.
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 Salesmate
Here’s a brief comparison of Salesmate with these software solutions:
- Salesmate vs Pipedrive: Salesmate offers intuitive sales pipeline management with built-in calling, whereas Pipedrive excels in visual pipeline clarity and allows effortless deal progression.
- Salesmate vs GoHighLevel: Salesmate is known for being easy to use. It helps sales teams with their deals and customer talks. GoHighLevel is a much bigger tool. It’s for marketing agency businesses.
- Salesmate vs Keap: Salesmate provides a user-friendly interface with customizable deal pipelines for visual tracking, while Keap delivers powerful sales and marketing automation with strong sales funnel capabilities.
- Salesmate vs ActiveCampaign: Salesmate prioritizes sales pipelines and deal tracking within its CRM; ActiveCampaign integrates sales and marketing automation for a holistic customer view and excels in email marketing.
- Salesmate vs Hubspot: Salesmate offers a transparent, affordable CRM with strong sales automation; HubSpot is a comprehensive suite for marketing, sales, and service, with tiered pricing and more extensive features.
- Salesmate vs Clickfunnels: Salesmate is a CRM designed for managing sales and customer relationships; ClickFunnels is a specialized tool for building high-converting sales funnels and landing pages.
- Salesmate vs Folk: Salesmate is a full-fledged CRM for sales teams with robust pipeline management and automation. Folk is a simpler contact management tool focused on organization and collaboration.
- Salesmate vs Instantly: Salesmate provides a comprehensive sales CRM with pipeline management and multi-channel outreach; Instantly specializes in scaled cold email outreach and lead generation.
- Salesmate vs Clickup: Salesmate is a dedicated sales CRM for pipeline management and deal tracking; ClickUp is an all-in-one productivity platform with project management, task tracking, and CRM functionalities.
- Salesmate vs Monday CRM: Salesmate is a focused sales CRM with built-in email marketing and strong deal management; Monday CRM offers highly customizable visual workflows and broad work OS capabilities.
- Salesmate vs Capsule CRM: Salesmate is a comprehensive solution with sales automation and detailed reporting; Capsule CRM is a simpler, user-friendly contact management tool, often more basic.
- Salesmate vs Insightly: Salesmate provides a user-friendly CRM primarily for sales activities; Insightly offers a more robust CRM with integrated project management functionality.
- Salesmate vs Freshsales CRM: Salesmate delivers detailed, real-time reporting and extensive workflow customization; Freshsales CRM offers an intuitive interface with AI assistance and broader automation.
- Salesmate vs Salesforce: Salesmate is a user-friendly CRM ideal for small to medium businesses, offering straightforward sales management; Salesforce is a highly customizable, scalable, enterprise-level CRM with a vast feature set.
Часто задаваемые вопросы
Which CRM is better for small businesses?
Salesmate is often better for малый бизнес. It’s easier to set up and use, and the pricing is also more friendly. It helps you focus on sales quickly.
Does Insightly or Salesmate offer better project management?
Insightly offers much better project management. It mixes projects and sales. If your work needs both, Insightly is a good choice. Salesmate is mainly for sales.
How easy is it to customize Salesmate or Insightly?
Both CRMs offer customization. Salesmate is known for quick setup and user-friendly options. Insightly allows for deeper, more complex customization.
Which CRM has better reporting and analytics?
Insightly has more detailed отчетность and provides many data insights. Salesmate has good sales reports, but Insightly is better for in-depth data.
Is Salesmate or Insightly easier for team onboarding?
Salesmate is generally easier to onboard because its interface is simple. Teams can learn it faster. Insightly has a steeper learning curve.
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