What is better bpm'online CRM or Insightly? We are here to improve the process of comparing CRM Software products for you. In particular, on this page you can look at the overall performance of bpm'online CRM (9.3) and compare it with the overall performance of Insightly (9.4). You may also match their overall user satisfaction rating: bpm'online CRM (100%) vs. Insightly (95%).
What’s more, study their features carefully to check which product can better tackle your company’s needs. In general, any B2B software has to let you to immediately view the big picture, at the same time offering you immediate access to the details.
In case you you have to quickly find the best CRM Software according to our review team we recommend you try out these solutions: Salesforce CRM, HubSpot Smart CRM, Freshsales.
Bpm’online offers different pricing packages for sales, marketing, and service. You can also integrate all three modules into a single CRM bundle and get an estimate for it from the vendor. There is also a free trial available. You can easily sign up for bpm’online free trial here.
Pricing for Sales Module
Team Package – $25/user/month (cloud)
Ideal for small and medium businesses with direct sales teams
Out-of-the-box process for opportunity management: from lead to contract
Commerce Package – $30/user/month (cloud)
Ideal for e-commerce
A complete set of tools for short sales cycle and e-commerce
Enterprise Package – $50/user/month (cloud) or $850/user (on-site)
Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.
Pricing for Marketing Module
Active Contact Package
Cloud – $27 (1000 active contacts/month billed annually)
Active contact is a contact included in one or more campaigns within a 12-month period
Up to 365 emails per year can be sent to one active contact
Custom pricing with the purchase of 50,000+ active contacts
User License
Cloud – $50/user/month billed annually
On-site – $850 per license/lifetime
With the purchase of 1000 active contacts the first license is free
Pricing for Service Module
Customer Center Package
Cloud – $35/user/month
On-site – $600 per user
Ideal for companies looking to automate helpdesk and contact center operations
A set of tools to deliver excellent customer service and manage omnichannel communications
Service Enterprise Package
Cloud – $50/user/month
On-site – $850 per user
Ideal for medium and large businesses who want to automate internal and external operations and ITIL processes.
Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.
bpm’online CRM offers open API options that allows it to be integrated with virtually any third-party application. Be it phone systems and social listening tools or analytics programs and ERP applications, this can blend seamlessly with your preferred business systems. Among the products you can integrate it with are:
Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.
Here are the details of Insightly’s available subscription plans:
Free Plan
Up to 2 users
10 Mass Emails per day
2 Custom Fields per record type
2,500 Record Limit
Self-Service support
Lead and sales management
Task and project management
Mass email and custom email templates
Custom reports and charts
Accounting integrations
OAuth Single Sign-On (SSO)
Plus Plan – $29/month per user billed annually or $35/month per user billed monthly
100,000 record limit
2,500 mass emails per day
50 custom fields per record type
Email support
MailChimp integrations
Calendar and contact sync
Scheduled reports and Smart alerts
Custom branding
Slack integration
Email scheduling
OAuth Single Sign-On (SSO)
Lead and sales management
Task and project management
Mass email and custom email templates
Custom reports and charts
Accounting integrations
Professional Plan – $49/month per user billed annually or $59/month per user billed monthly
250,000 record limit
5,000 mass emails per day
100 custom fields per record type
Priority email support
Role-based permissions
Lead assignment rules
Workflow automation
MailChimp integrations
Calendar and contact sync
Scheduled reports and Smart alerts
Custom branding
Slack integration
Email scheduling
OAuth Single Sign-On (SSO)
Lead and sales management
Task and project management
Mass email and custom email templates
Custom reports and charts
Accounting integrations
Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly
Insightly integrates with the following business systems and applications:
Google Apps
Gmail
Google Calendar
Google Drive
Evernote
INinbox
MailChimp
Outlook 2013
Quote Roller
Torpio
Zapier
API access
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
Insightly is a service that integrates customer relationship with project management in mobile and social platforms. Built for small businesses, Insightly offers enterprise-grade CRM features to help you get a complete overview of your business, track deliverables, and improve communication with your customers,
If you are still having second thoughts about which app will perform best for your business it might be a good idea to take a look at each service’s social metrics. Such metrics are usually a way to see how popular every app is and how large is its online presence. For example bpm'online CRM Twitter account has currently 2278 followers. At the same time Insightly Twitter is followed by 4474 users.
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