Compare Pivotal CRM vs. Insightly

If you want a reliable CRM Software product for your business you must take time to examine several options. It doesn’t have to be challenging, and can be as quick as matching their functions in a table like the one below. You will also get a brief idea how each product performs. For instance, on this page you can check Pivotal CRM’s overall score of 8.0 and compare it against Insightly’s score of 9.5; or Pivotal CRM’s user satisfaction level at 100% versus Insightly’s 98% satisfaction score. The evaluation can help you find out the good and bad points of each software, and decide which one matches your requirements better. Beyond the rich features, the software that is easy to understand and use is always the better choice. Users who don't have much time or need a CRM Software suggestion from our team may want to try out these top choices for the current year: Pipedrive, Insightly, HubSpot CRM.
Product

Pivotal CRM

VS

Insightly

VS

Pivotal CRM screenshot Insightly screenshot
Pricing Page

Score

Our Score

8.0 ?

Our Score

9.4 ?

Client Experience

Client Experience

Client Experience

100% ?

Client Experience

98% ?

Pricing

Pricing

by quote

$12

Price Scheme

Price Scheme

Quote-based Monthly payment | Annual Subscription
Complete Review

Complete Review

Overview

Overview

Salesforce-, marketing- and service-integrated CRM for business of any size.
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
Integrations

Integrations

Pivotal CRM integrates with the following:

  • Siebel
  • Amdocs/Clarify
  • SAP
  • Salesforce.com
  • Remedy
  • Onyx
  • Amazon Web Services
  • Qlikview Analytics

Likewise, Pivotal CRM has an extensive API library that can be configured to integrate with almost any CRM system to streamline setup costs. The API also allows for integration of the CRM’s user details, case background, process linkage, email response synchronization, SSO and other standard CRM data fields.

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
Available Features

Available Features

Pivotal CRM FEATURES

  • Sales Force Automation
  • Marketing Automation
  • Service Automation
  • Partner Automation
  • Mobile CRM

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
Available Languages

Available Languages

USA, UK, Canada, International, China, India, Japan, France, Dutch, Polish, Swedish USA, UK, Canada, International
Available Support

Available Support

Phone
Training
Phone
Ticket Training
Popular Clients

Popular Clients

AAA, ahlsell, AXA Insurance, Hammond Group, Manufacturers Association of Central New York InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Contact Address

Contact Address

4325 Alexander Drive Suite 100
Alpharetta, GA 30022-3740
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
Email Address

Email Address

info@aptean.com email@insight.ly
Cost Details

Cost Details

Pivotal CRM pricing is available by quote only. Contact the vendor.

Insightly offers monthly or yearly subscription with the option to cancel any time. It accepts Visa, MasterCard, American Express, and Discover Card and billing is in US dollars. Subscription are available in five different SMB and enterprise pricing plans.

Give the details a look, and select your plan:

Free Plan

  • Free for up to 2 users
  • Email Templates (5)
  • Mass Email (max send 10/day)
  • 10 Custom Fields (2 per record)
  • 2,500 Records
  • Up to 200 MB Storage
  • 500 Rows File Import Limit
  • Online Community Support
  • Advanced Reports (max 10)
  • No Scheduled Reports
  • No Smart Alerts

Basic Plan – $12/user/month

  • $12 per user/month (billed annually)
  • $15/user/month (billed monthly)
  • Mobile App
  • Business Card Scanner (5 cards/user/month)
  • Email Templates (50)
  • Mass Email (max send 500/day)
  • 50 Custom Fields (10 per record)
  • 25k Records
  • 1 GB Storage
  • 5,000 Rows File Import Limit
  • Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports and
  • Smart Alerts (max 5)

Plus Plan – $29/user/month

  • $29 per user/month (billed annually)
  • $35/user/month (billed monthly)
  • Mobile App
  • Business Card Scanner (15 cards/user/month)
  • Email Templates (100)
  • Mass Email (max send 2,500/day)
  • 250 Custom Fields (50 per record)
  • 100k Records
  • 10 GB Storage
  • 25,000 Rows File Import Limit
  • Priority Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports
  • Smart Alerts (max 25)

Professional Plan -$49/user/month

  • $49 per user/month (billed annually)
  • $59/user/month (billed monthly)
  • Mobile App
  • Business Card Scanner (25 cards/user/month)
  • Email Templates (unlimited)
  • Mass Email (max send 5,000/day)
  • 500 Custom Fields (100 per record)
  • 250k Records
  • 100 GB Storage
  • 50,000 Rows File Import Limit
  • Priority Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports
  • Smart Alerts (max 100)

Enterprise Plan – $99/user/month

  • $99 per user/month (billed annually)
  • $129/user/month (billed monthly)
  • Mobile App
  • Business Card Scanner (50 cards/user/month)
  • Email Templates (unlimited)
  • Mass Email (max send 10,000/day)
  • 1000 Custom Fields (200 per record)
  • 500k Records
  • 250 GB Storage
  • 50,000 Rows File Import Limit
  • Priority Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports
  • Smart Alerts (max 250)
Pricing Page

Pricing Page

Learn more about Pivotal CRM pricing Learn more about Insightly pricing
Business Size

Business Size

Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Phone Number

Phone Number

+1 (770) 351-9600 +1-888-999-4039
Available Devices

Available Devices

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Windows
Android
iPhone/iPad
Mac
Web-based
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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The software compared on this page are merely a sliver of our entire CRM Software category and you should take into account that there may be more desirable solutions available. If you want to make sure you make the optimal decision for your team we strongly suggest that you compare more apps first. It may also be a good idea to consult our top 10 CRM Software ranking to find out which software are now the best ones and dominate the market.