What is better WP-CRM System or Insightly? With different features, pricing, conditions, and more to compare, finding the right CRM Software for your firm is tough. Nevertheless by using our system, it's easy to match the characteristics of WP-CRM System and Insightly as well as their general SmartScore, respectively as: 8.0 and 9.4 for overall score and 96% and 95% for user satisfaction.
You can also review them feature by feature and find out which application is a more suitable fit for your business. Remember to get a demo first before getting a plan to see how the solution performs in real scenarios.
We know that not all people have enough time to examine dozens of different services, so we prepared a list of recommendations that you may find useful. Our top choices for the CRM Software category are: Freshsales, Salesforce CRM, HubSpot Smart CRM.
WP-CRM System core plugin that can be downloaded for free. They also offer premium extensions for additional functionality. The extensions can be purchased individually or in a bundle. For the latter, the platform offers three enterprise pricing plans billed on an annual basis.
Plus – $99/year
WP-CRM System
3 Premium Extensions
1 year of support
1-year updates for one website
Enhanced – $199/year
Includes all existing and upcoming extensions while the user’s license is active
1 year of support
1-year updates for one website
Professional – $249/year
Includes all existing and upcoming extensions while the user’s license is active
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,
You should pay attention to the fact that while both WP-CRM System and Insightly may provide a reliable array of features each service could be created for a different company size. If you are analyzing various solutions you should focus on a business type they are catering to. Certain elements could scale up efficiently for big enterprises but if you run a small or medium business it’s often more sensible to avoid paying for complex features that you may never use.
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