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Compare Freshsales vs. Insightly

A good way to choose the right CRM Software product for your firm is to evaluate the solutions against each other. Here you can compare Freshsales and Insightly and see their features compared thoroughly to help you select which one is the superior product. Likewise, you can review their overall ratings, for instance: overall score (Freshsales: 9.5 vs. Insightly: 9.4) and user satisfaction (Freshsales: 95% vs. Insightly: 98%). Check their differences and similarities and discover which one outperforms the other. Likewise, imagine how your business will look like in the future; will your business outgrow the app in the next couple of years? In case you you want to quickly locate the best CRM Software according to our experts we suggest you take a look at one of these solutions: Salesforce CRM, HubSpot CRM, Freshdesk.
Compare

Freshsales

VS

Insightly

VS

Freshsales screenshot Insightly screenshot
Pricing Details

Score

Our Score

9.7 ?

Our Score

9.4 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

95% ?

Client Satisfaction

98% ?

Price

Price

free

$29

Pricing Model

Pricing Model

Free | Monthly payment | Annual Subscription Monthly payment | Annual Subscription
Complete Review

Complete Review

General Description

General Description

Freshsales is the winner of our 2017 Great User Experience Award. It is a CRM tool designed to enable high-velocity teams to keep track of contacts while solving their queries.
Insightly is the winner of our 2015 Best CRM Software Award. It is a service that integrates customer relationship with project management in mobile and social platforms.
Quick Links
Pricing Details

Pricing Details

Learn more about Freshsales pricing Learn more about Insightly pricing
Available Devices

Available Devices

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Android
iPhone/iPad
Mac
Web-based
Company Email

Company Email

support@freshsales.io email@insight.ly
Contact Address

Contact Address

1250, Bayhill Drive Suite 315
San Bruno, CA 94066
USA
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
Phone No.

Phone No.

+1-866-832-3090 +1-888-999-4039
Available Support

Available Support

Phone Live Support
Ticket Training
Phone
Ticket Training
Available Features

Available Features

Freshsales FEATURES

  • Advanced Lead Scoring
  • Interactive Pipeline Management
  • Integrated Phone & Email.
  • Email Tracking
  • Sales Campaigns
  • Personalize Templates
  • Insightful Email Metrics
  • Team Inbox
  • Sales First Inbox
  • Open & Click Notifications
  • Email Scheduling
  • Calendar Sync
  • 2 – way Email Sync
  • Email-to-Lead, Forward Emails
  • Click to Call
  • Entire Conversation History
  • Assign Phone Numbers
  • Automated and manual Log Calls
  • Personalized Welcome and Voicemail Messages
  • Forward Call
  • Record Calls
  • Tasks & Appointments
  • Call History
  • Phone Activity reports
  • Caller Display
  • In-depth Customer
  • Insights
  • Website and in-app Tracking
  • Activity Timeline
  • Behavior-based Segmentation
  • Web-to-Lead
  • Smart Fields, 360° Customer View
  • Lead Scoring
  • Auto Profile Enrichment
  • Team Segmentation
  • Auto Lead Assignment
  • Appointments
  • Tasks and Notes
  • Jot down notes
  • Change stage with ease
  • Track deals on the move
  • Fix meeting, find location
  • Custom Views
  • Automation
  • Bulk Actions
  • Role-based Access
  • Visual Sales Pipeline
  • Deal Status, at a glance
  • Simple drag and drop Navigation
  • Action-oriented Follow Ups
  • Track deals on the go
  • Deal age
  • Mobile Integration
  • Deal Funnel View
  • Filter and Sort Deals
  • Customize Sales Process
  • Pipeline Dashboard
  • Lost Deal Analysis
  • Customized Reports
  • Visual Sales Reports
  • Revenue Analytics
  • Deeper Analytics
  • Preview Reports
  • Sales Activity Reports
  • Trendline Reports
  • Territories and Territory Reports

Insightly FEATURES

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Insightly Notes, Evernotes and Comments
  • Fast Search
  • Custom Fields and Filters
  • File Sharing to keep related records together and accessible
  • Web to Contact forms
  • Tags by keywords, contacts, projects
  • Notification and Follow System
  • Linking
  • Mass Email Contacts with MailChimp Integration
  • Create Milestones, Pipelines and Tasks for Projects
  • Get Automatic Email Reminders
  • Specify Roles for Contacts
  • Track All Email Correspondence
  • View Completed Tasks and Events by Project
  • Include Any Files Associated with the Project
  • View Task and Event Reports
  • Easy file uploads
  • Google Apps & Gmail
  • Google Drive
  • Evernote
  • Other applications via the Insightly API
  • Dashboard for quick lookups
  • Tasks and Milestones
  • Pipeline Activity Sets
  • Opportunity Reports
  • Easy to invite new users
  • Set up teams
  • Create user permissions
  • Set up relationships, pipelines, and activity sets
  • Add custom fields
  • 128bit SSL security (military grade AES-256 encryption)
  • Automatic backups
  • Mobile site
  • iOS app
  • Android app
  • Auto detection of email address, Twitter, and LinkedIn profiles
  • Single click to see contact’s public online information
  • REST-based Application Programming Interface (API)
  • JSON and XML support
  • Limited OData support
  • HTTP Basic authentication to monitor calls to API
  • Partnership with Logical Operations
  • Simple, clear training course materials
  • Unlimited customer support
Prominent Customers

Prominent Customers

InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Types of Customers

Types of Customers

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Languages

Languages

English, German, Spanish, French, Russian, Italian, Dutch, Portugese, Polish, Swedish English
Pricing Info

Pricing Info

Freshsales offers five SMB and enterprise pricing plans. A 30-day free trial plan is also available so you can easily try out all key features of the software. You can sign up for Freshsales free trial here. Here is what you get in each of the plans:

Sprout – free forever

  • Leads
  • Contacts
  • Deals
  • Accounts
  • Email
  • Built-in phone
  • Integrations
  • Mobile apps

Blossom – $12/user/month (billed annually)

  • Contact management
  • Pipeline management
  • 250 bulk emails/user/day
  • Build-in phone
  • 2 sales campaigns/user
  • Lead scoring
  • 2 intelligent workflows
  • Basic reporting
  • Integrations
  • iPhone & Android apps

Garden – $25/user/month (billed annually)

  • All Blossom Plan features
  • Multiple pipeline management
  • 500 bulk emails/user/day
  • 5 sales campaigns/user
  • 10 intelligent workflows
  • Advanced reporting
  • Territories and lead assignment
  • Advanced CRM customization

Estate – $49/user/month (billed annually)

  • All Garden Plan features
  • 1000 bulk emails/user/day
  • 10 sales campaigns/user
  • 25 intelligent workflows
  • Advanced lead scoring
  • Auto profile enrichment
  • Reports dashboard
  • Smartforms and event tracking

Forest – $79/user/month (billed annually)

  • All Estate Plan features
  • 2000 bulk emails/user/day
  • 25 sales campaigns/user
  • 50 intelligent workflows
  • EUC data center
  • IP whitelisting

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

  • Unlimited records
  • 10,000 mass emails per day
  • 200 custom fields per record type
  • Priority email support
  • SAML-based Single Sign-ON (SSO)
  • 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
Available Integrations

Available Integrations

Freshsales is an open API system, meaning that you can easily integrate it with every business system or application you are using. At the moment, the system functions flawlessly with Freshdesk, Google Calendar, and Segment. Visit their official website, or contact an agent for detailed instructions.

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
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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Please pay attention to the fact that even though both Freshsales and Insightly may provide a reliable range of features each app may be aimed at a different business size. If you are analyzing various solutions you may want to give some attention to a company type they are aimed at. Certain elements might scale up with no problem for huge enterprises but if you own a small or medium business it’s usually more sensible to stay away from paying for advanced features that you might never actually use.