What is better Centrex Software or Insightly? Finding the right CRM Software product is as simple as comparing the solid and weaker characteristics and terms offered by Centrex Software and Insightly. Here you can also match their general scores: 8.0 for Centrex Software vs. 9.4 for Insightly. Or you can look at their general user satisfaction rating, 100% for Centrex Software vs. 95% for Insightly.
We suggest that you take some time to study their differences and determine which one is the better choice for your organization. Likewise, don’t forget to factor in your company’s or industry’s special circumstances, for example, a multilingual software for a global company or a mobile version to help you work on the go.
People who want to save some time or would like to get a CRM Software suggestion from our experts might want to try out these top choices for this year: Freshsales, Salesforce CRM, HubSpot Smart CRM.
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,
Almost as crucial as features and client support responsiveness are pricing packages made available by Centrex Software and Insightly. Although cost should not be the sole aspect it’s without a doubt a key thing to consider. You should try to find a flexible pricing plan that can be matched with your business size and easily scaled up every time your team develops. You should be certain you don’t choose packages that include complex tools that you won’t find useful and always make an effort to contact with the vendor directly because enterprises can usually count on more affordable prices. You should also try out a free trial or demo of each service to spend at least some time using it. It’s a useful experience that doesn’t ask you to pay any money and gives you a reliable overview of what it’s like to work with Centrex Software and Insightly.
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