What is better Pivotal CRM or Insightly? With different functions, pricing, conditions, and more to compare, choosing the best CRM Software for your business is tricky. However making use of our system, it is simple to match the characteristics of Pivotal CRM and Insightly including their general SmartScore, respectively as: 8.0 and 9.4 for overall score and 100% and 95% for user satisfaction.
You can also compare them feature by feature and find out which application is a more effective fit for your company. Don’t forget to get a demo first prior to getting a plan to get a firsthand experience how the solution works in real setting.
If you need to quickly locate the optimal CRM Software according to our review team we advise you examine these products: Salesforce CRM, HubSpot Smart CRM, Freshsales.
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.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
AAA, ahlsell, AXA Insurance, Hammond Group, Manufacturers Association of Central New York
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
Salesforce-, marketing- and service-integrated CRM for business of any size.
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,
If you are still having second thoughts about which software will be best for your business it might be a sensible idea to examine each service’s social metrics. Such metrics are frequently an indicator of how popular a given solution is and how large is its online presence.For example, if you check Pivotal CRM LinkedIn profile you’ll learn that they are followed by 12091 users. In case of Insightly the number of followers on their LinkedIn page is 3305.
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