Compare RevampCRM vs. Insightly

Getting the most effective CRM Software for your firm is vital to improving your company’s efficiency. In our platform, you can easily assess a wide range of solutions to see which one is the most suitable software for your requirements. Here you can match RevampCRM vs. Insightly and look at their overall scores (8.6 vs. 9.1, respectively) and user satisfaction rating (100% vs. 98%, respectively). It's also possible to analyze the specifics of costs, terms and conditions, plans, functions, tools, and more, and find out which software offers more benefits for your business. In general, go for the business software that allows you to add/remove features and pricing to match your company growth or lack of it. Our team put a lot of effort to prepare reviews of all popular CRM Software products available out there, but among all the ones we reviewed these three caught our special attention: HubSpot CRM, Pipedrive, Salesforce CRM.
Software

RevampCRM

VS

Insightly

VS

RevampCRM screenshot Insightly screenshot
Pricing Details

Our Score

Our Score

8.6 ?

Our Score

9.5 ?

Client Experience

Client Experience

Client Experience

100% ?

Client Experience

98% ?

Cost

Cost

$10

$12

Pricing Model

Pricing Model

Monthly payment | Annual Subscription Monthly payment | Annual Subscription
Detailed Review

Detailed Review

Product Info

Product Info

Winner of our 2016 Experts' Choice Award. A sales and marketing CRM for small business that helps to automate reporting and streamline workflow.
Insightly won our 2015 Best CRM Software Award. It's a service integrating customer relationship with project management in mobile and social platforms.
Easy Links
Company's Address

Company's Address

8400 Normandale Lake Blvd., Suite 920,
Minneapolis, MN 55434,
United States
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
Available Integrations

Available Integrations

  • Mailchimp
  • Zendesk
  • HubSpot
  • Wufoo
  • Constant Contact
  • LinkedIn
  • Dropbox
  • Google Drive
  • Harvest
  • Formstack
  • Active Campaign
  • Surveymonkey
  • Freshdesk
  • Microsoft Live
  • Google Calendar
  • Yahoo
  • Madmimi
  • Getresponse
  • MeetUp
  • JotForm
  • InInbox

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
OS Supported

OS Supported

Windows
Linux
Mac
Web-based
Windows
Android
iPhone/iPad
Mac
Web-based
Available Features

Available Features

RevampCRM FEATURES

  • Campaigns
  • Contact Management
  • CRM and Sales Dashboards
  • CRM and Sales Reports
  • Developer API
  • Email Marketing / SMS Marketing
  • Email Templates
  • Marketing Automation
  • Opportunity Management
  • Sales Tracking
  • Task Management

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
Types of Support

Types of Support

Ticket
Phone
Ticket Training
Languages Supported

Languages Supported

USA, UK, Canada, China, Germany, India, Japan USA, UK, Canada, International
Contact No.

Contact No.

+1-888-999-4039
Contact Email

Contact Email

sales@revampco.com email@insight.ly
Pricing Info

Pricing Info

RevampCRM offers three flexible pricing plans adjusted to various needs of companies. You can also sign up for a 30-day free trial that will let you test all the key features of the software.

Small Business Plans

Strawberry Plan – Free

Everything you need to manage your customers, prospects, and sales:

  • 1 User
  • Contact Management
  • Segmentation
  • Sales Pipeline Management
  • 50MB storage

Orange Plan – $10 per user/month (billed annually) or $12/user/month (billed monthly)

Best for companies with sales teams:

  • Contact Management
  • Segmentation
  • Sales Pipeline Management
  • Sales Automation
  • Email Marketing 5,000 emails/mo
  • Automation
  • 20+ premium integrations including FreshBooks, MailChimp, Freshdesk, Harvest, Wufoo, Dropbox and more
  • 2 GB Storage

Shopify Plan

Pineapple Plan – $16 per user/month (billed annually) or $19/user/month (billed monthly)

Best for companies with sales teams and/or online store:

  • Shopify Integration
  • Contact Management
  • eCommerce Segmentation
  • Email Marketing 5,000 emails/mo
  • Automation
  • 20+ premium integrations including FreshBooks, MailChimp, Freshdesk, Survey-Monkey, Wufoo, Gmail and more
  • 2 GB Storage

Features included in all plans:

  • Custom Fields
  • Internal Invoices
  • Internal Tickets
  • Open and Secure APIs
  • Product Management
  • Reporting
  • Tag Management
  • Task Management
  • Unlimited Contacts

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 Details

Pricing Details

Learn more about RevampCRM pricing Learn more about Insightly pricing
Client Types

Client Types

Small Business | Freelancers Small Business | Large Enterprises | Medium Business | Freelancers
Popular Customers

Popular Customers

InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
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QUICK LINKS

QUICK LINKS

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You shouldn’t count on just a broad range of functionalities and flexible pricing from a well-known CRM Software. Almost as important as main features is a top-notch customer support. You want to ensure that in a situation where you have any questions about RevampCRM or Insightly, or you struggle with some problems, or maybe you’ll need to request a certain change or functionality beneficial to your company you can count on a responsive and helpful customer support. See whether solutions such as phone support, tickets or live chat are offered. Additionally, it’s a significant advantage if you can profit from personal training or at the very least an FAQ you can use.