What is better eXert CRM or Insightly? The perfect CRM Software is a solution that can address your company’s unique requirements. It’s easy to identify which option works best for your enterprise if you review several products before you decide which one is the best.
For example, eXert CRM and Insightly are scored at 8.0 and 9.4, respectively, for overall quality and performance. Likewise, eXert CRM and Insightly have a user satisfaction rating of 100% and 95%, respectively, which reveals the general feedback they get from customers. Better yet, reach put to an existing client of the software and solicit their feedback concerning the solution in question.
In case you you need to quickly find the more reliable CRM Software according to our review team we advise you check out the following solutions: HubSpot Smart CRM, Freshsales, Salesforce CRM.
Contact eXert CRM for more information on their basic and enterprise pricing packages. You can also submit a request for a demo to see if the software is a perfect fit for your business.
eXert CRM integrates with the following business systems and applications:
Product Configuration Management
Enterprise Performance Management
Supply Chain Execution (WMS)
Sales & Operations Planning
E-Commerce
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
An advanced web-based software that combines sales, support, and planning in order to reach the targeted audience for a better understanding about where the enterprise stands in terms of lead generation, follow-up, bucketing, sales funneling and forecasting regarding the various services or products offered to the end users.
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 essential as features and customer support level are pricing packages given by eXert CRM and Insightly. Although cost should not be the only factor it’s definitely an important thing to think about. You should look for a flexible pricing plan that can be matched with your company size and effortlessly scaled up if your business develops. Make sure you don’t select packages that have extra functionalities that you won’t find useful and always try to contact with the vendor directly because enterprises can usually benefit from more affordable prices. You should also give a chance to a free trial or demo of each software to spend at least some time using it. It’s a useful experience that doesn’t require you to invest any money and gives you a practical overview of what it’s like to work with eXert CRM and Insightly.
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