Compare RevampCRM vs. Insightly

With various features, pricing, conditions, and more to compare, choosing the right CRM Software for your organization is hard. However making use of our system, it's easy to match the features of RevampCRM and Insightly including their general rating, respectively as: 8.6 and 9.4 for overall score and 100% and 98% for user satisfaction. You can also assess them feature by feature check out which software is a better fit for your company. Remember to get a demo first prior to getting a plan to see how the solution works in practical situations. In case you you want to quickly identify the top CRM Software according to our experts we suggest you try out one of these products: HubSpot CRM, Freshdesk, Pipedrive.
Software

RevampCRM

VS

Insightly

VS

RevampCRM screenshot Insightly screenshot
Pricing Page

Our Score

Our Score

8.6 ?

Our Score

9.4 ?

Customer Experience

Customer Experience

Customer Experience

100% ?

Customer Experience

98% ?

Pricing

Pricing

$10

$29

Pricing Type

Pricing Type

Monthly payment | Annual Subscription Monthly payment | Annual Subscription
Full Review

Full Review

General Info

General 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 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.
Useful Links
Popular Customers

Popular Customers

InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Types of Support

Types of Support

Ticket
Phone
Ticket Training
Pricing Page

Pricing Page

Learn more about RevampCRM pricing Learn more about Insightly pricing
Features

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
Client Types

Client Types

Small Business | Freelancers Small Business | Large Enterprises | Medium Business | Freelancers
Company Email

Company Email

sales@revampco.com email@insight.ly
Contact Address

Contact Address

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

Languages

English, China, Germany, India, Japan English
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 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
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
Phone Number

Phone Number

+1-888-999-4039
Available Devices

Available Devices

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

Popular Alternatives

QUICK LINKS

QUICK LINKS

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In case you are still having doubts about which solution will perform best for your company it may be a good idea to investigate each service’s social metrics. These metrics are quite often an indicator of how popular each software is and how big is its online presence. For instance, in case of Facebook RevampCRM has 90 likes on their official page while Insightly profile is liked by 34244 people.