What is better CloudYogi or Insightly? Finding the right CRM Software product is as straightforward as evaluating the good and weaker features and terms offered by CloudYogi and Insightly. Here you can also match their all round scores: 8.0 for CloudYogi vs. 9.4 for Insightly. Or you can look at their general user satisfaction rating, N/A% for CloudYogi vs. 95% for Insightly.
We suggest that you spend some time to analyze their unique features and decide which one is the better option for your company. What’s more keep in mind to consider your company’s or industry’s special circumstances, for example, a multilingual software for a global team or a mobile platform to help you work on the go.
In case you you want to quickly decide on the top CRM Software according to our experts we advise you check out the following solutions: Salesforce CRM, HubSpot Smart CRM, Freshsales.
CloudYogi offers three plans that will suit varying needs and budget. Contact CloudYogi for their complete enterprise pricing details and other product information.
CloudYogi integrates with the following business systems and applications:
Docusign
Exotel IVR
Solution Infini
Gmail
Outlook
EPBX
MailChimp
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stay Connect, Viktorianz, Prakash Inscript
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
A cloud-based CRM (customer relationship management) software designed to help you manage all your business contacts, create and maintain fruitful relationships with clients and potential customers, and become fully aware of how they interact with your business.
Company Email
info@cloudyogi.com
Contact No.
Company's Address
CloudYogi
Quayside Tower Birmingham B1 2HF
United Kingdom
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,
The apps analyzed on this page are only a sliver of our complete CRM Software category and you should keep in mind that there may be more desirable options available. If you would like to guarantee you make the optimal decision for your team we strongly urge you to compare more apps first. You may also want to study our top 10 CRM Software ranking to learn which apps are currently the highest-rated ones and leaders in the market.
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