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Compare Pivotal CRM vs. Insightly

You can use our scoring system to provide you with a general idea which CRM Software product is will work better for your company. For overall product quality, Pivotal CRM attained 8.0 points, while Insightly received 9.4 points. Meanwhile, for user satisfaction, Pivotal CRM scored 100%, while Insightly scored 98%. Information regarding their unique elements, tools, supported platforms, customer service, etc. are provided below to give you a more versatile comparison. Keep in mind to purchase only the tools your business requires so as not to waste cash for tools that are unnecessary. Our experts made sure to prepare reviews of all popular CRM Software services that you can find on the market, but among them these three deserved our special attention: Freshdesk, HubSpot CRM, Freshsales.
Software

Pivotal CRM

VS

Insightly

VS

Pivotal CRM screenshot Insightly screenshot
Pricing Details

Score

Our Score

8.0 ?

Our Score

9.4 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

100% ?

Client Satisfaction

98% ?

Cost

Cost

by quote

$29

Pricing Type

Pricing Type

Quote-based Monthly payment | Annual Subscription
Detailed Review

Detailed Review

General Info

General Info

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.
Easy Links
Available Plans

Available Plans

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

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
Pricing Details

Pricing Details

Learn more about Pivotal CRM pricing Learn more about Insightly pricing
Vendor's Address

Vendor's Address

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

Company Email

info@aptean.com email@insight.ly
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
Customer Types

Customer Types

Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Supported Integrations

Supported 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
List of Features

List of 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
Phone Number

Phone Number

+1 (770) 351-9600 +1-888-999-4039
OS Supported

OS Supported

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Windows
Android
iPhone/iPad
Mac
Web-based
Customer Support

Customer Support

Phone
Training
Phone
Ticket Training
Available Languages

Available Languages

English, China, India, Japan, France, Dutch, Polish, Swedish English
Product Comparisons

Product Comparisons

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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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The software compared on this page are only a small sample of our entire CRM Software category and you should remember that there may be more reliable solutions out there. If you want to make sure you make the best possible choice for your team we definitely urge you to test more solutions first. You can also consider to consult our top 10 CRM Software list to see which solutions are at the moment the highest-ranking ones and leaders in the market.