What is better Dream Service Software or Insightly? Finding the ideal CRM Software product is all about comparing numerous solutions and determining the top software for your specific needs. Our unique algorythm provides you with a fast look at the general rating of Dream Service Software and Insightly. For general quality and performance, Dream Service Software scored 8.0, while Insightly scored 9.4. On the other hand, for user satisfaction, Dream Service Software earned 97%, while Insightly earned 95%.
Below it's also possible to verify their functions, terms, plans, etc. to determine what software will be more appropriate for your needs. One critical feature to evaluate is whether the app can toggle on/off restrictions on various types of users to limit the exposure of any critical company data.
Our experts made sure to review all popular Online CRM Software services that you can find on the market, but among all the ones we reviewed these three caught our special attention: HubSpot Smart CRM, Salesforce CRM, Freshsales.
ABC Home & Commercial Services, Clark Pest Control, Thomas Pest Services
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
Dream Service Software is a field service solution that enables pest control and mechanical teams and technicians to manage projects, jobs, appointments, documents, and customers in one place using any device.
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,
No CRM Software will be perfect enough to cover all the requirements of a business. Even though key features of Dream Service Software and Insightly are important you should also thoroughly examine the integrations offered by a given service. In many cases you will already be making use of some other B2B software in your company and it’s much better to choose products that integrate well with one another. That way you can ensure a reliable exchange of data between your teams and services, which can significantly reduce time devoted to migrating between one product and the next.
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