What is better RelateIQ or Insightly? There is a wide range of CRM Software products available for businesses right now. The best way to find out which product fits your needs best is to examine them side by side. For example, here you can examine RelateIQ and Insightly for their overall score (8.5 vs. 9.4, respectively) or their user satisfaction rating (97% vs. 95%, respectively).
Additionally, you can compare their features and pricing conditions as well as other valuable information below. When matching products be sure to check their corresponding advantages and mark their differences to have a clearer picture of both deals. Likewise, remember to evaluate secondary issues including security, backup, intuitiveness, and helpdesk support.
In the event you would like to quickly identify the optimal according to our review team we suggest you take a look at the following products: .
With RelateIQ’s API, any user can integrate the app into his or her existing organizational infrastructure. RelateIQ can likewise be integrated with other tools such as:
Marketo
ZenDesk
WuFoo
HubSpot
MailChimp
Pardot
Zapier
Facebook
Office 365
Exchange 2013
Exchange 2010
Google Apps, including Gmail and Google Calendar
You can also connect the tool to over 300 Apps Using Zapier, such as:
Eventbrite
Evernote
FullContact
Business Card Reader
Recurly
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
T3 Advisors, Asana, The Pramana Collective
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
Rethinking customer relationship management to help customers drive more revenue + save hours of time.
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,
In case you are still having doubts about which software will be best for your company it may be a sound idea to examine each service’s social metrics. These metrics are usually a sign of how popular every service is and how large is its online presence. For example RelateIQ Twitter account has currently 8419 followers. At the same time Insightly Twitter is followed by 4474 people.
Page last modified
Why is FinancesOnline free?
FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.
