What is better Insightly or Jotform? With different functionalities, pricing, terms, and more to evaluate, choosing the best CRM Software for your company is challenging. However by using our system, it is simple to match the characteristics of Insightly and Jotform as well as their general SmartScore, respectively as: 9.4 and 9.0 for overall score and 95% and 100% for user satisfaction.
You can also review them feature by feature and see which program is a better fit for your company. Keep in mind to get a demo first prior to getting a plan to get a firsthand experience how the solution works in real scenarios.
In case you you need to quickly identify the optimal CRM Software according to our review team we advise you try out one of these services: 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,
Jotform offers five SMB and enterprise pricing plans to meet the needs of different users. Give the details a look, and select the best plan for your company:
Starter – Free
100 Monthly Submissions
SSL Secure Submissions
Receive 10 Payments
100 MB Available Space
5 Forms
100 Fields Per Form
1,000 Monthly Form Views
500 Total Submission Storage
Unlimited Reports
Bronze – $39/month
1,000 Monthly Submissions
SSL Secure Submissions
Receive 100 Payments
1 GB Available Space
25 Forms
250 Fields Per Form
10,000 Monthly Form Views
10,000 Total Submission Storage
Unlimited Reports
Silver – $49/month
2,500 Monthly Submissions
SSL Secure Submissions
Receive 250 Payments
100 GB Available Space
50 Forms
500 Fields Per Form
100,000 Monthly Form Views
25,000 Total Submission Storage
Unlimited Reports
Gold – $129/month
100,000 Monthly Submissions
SSL Secure Submissions
Receive 1,000 Payments
100 GB Available Space
100 Forms
1,000,000 Monthly Form Views
100,000 Total Submission Storage
Unlimited Reports
Enterprise – by quote
Unlimited Everything
Multi-user Platform
User Management
Dedicated Server
Server Administration
Full Compliance with Country-Specific Data Residency Requirements
Custom Domain
White Labeling
Shared Access to Forms and Submissions
Service Level Agreements (SLA)
Priority Real-Time Support
Real-Time Zoom Sessions with Customer Success Team
Jotform integrates with more than 100 business systems and applications, including software for analytics and reporting, CMS, CRM, project management, payment processing, and file sharing. Here are some of them:
Asana
monday.com
Google Analytics
W3Counter
IFTTT
Zapier
Weebly
Joomla
Dropbox
Salesforce
PayPal
Stripe
Square
Freshbooks
Slack
Zoom
Google Drive
WebHooks
Airtable
Microsoft SQL Server
HubSpot
Zoho CRM
Authorize.Net
AWeber
Egnyte
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Facebook, BBC, Uber
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
JotForm is a professional, fully-featured mobile form builder for companies and individuals. This user-friendly and intuitive forms builder is known for its capability in helping create innovative and personalized forms for various purposes using its smart drag-and-drop forms editor. It also allows automatic synchronization of updated forms.
You should pay attention to the fact that even though both Insightly and Jotform may offer an outstanding set of features each service may be aimed at a different business size. If you are analyzing various solutions you should pay attention to a business type they are aimed at. Specific functionalities may scale up well for big enterprises but if you have a small or medium company it’s often better to refrain paying for customized features that you might never have a chance to use.
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