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Bitrix24 vs Insightly

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Pros
  • Free plan forever
  • All-encompassing solution
  • Telephony integration
  • Unlimited deals and contacts
  • Sales enablement tools
Pros
  • 14-day free trial
  • All-in-one solution available
  • Mobile app availability
  • Extensive integration capabilities
  • Customizable reports
Cons
  • Not a standalone CRM
  • Lack of transparency
  • Limited number of pipelines in lower-tiered plans
Cons
  • Marketing and customer service as separate tools
  • Complete workflow automation unavailable in basic plan
Summary

Bitrix24, launched in 2012 by Bitrix Inc., is headquartered in Alexandria, Virginia. They have quickly evolved into a comprehensive online workspace integrating collaboration, project management, CRM, and automation tools into one platform. Bitrix24 caters to organizations of all sizes, offering services accessible via browser, mobile, and desktop apps. Their unique features include telephony integration, which automatically records calls and adds them as new deals, and CoPilot, an AI assistant that helps automate tasks and generate ideas. Their fixed-rate pricing and unlimited user access on the free plan stand out, making them an attractive option for many businesses. Customer feedback is mixed, with users praising their extensive functionality, mobile CRM, and competitive pricing compared to other solutions. However, some have found the interface overwhelming and the learning curve steep, particularly for new users. The overlapping features between CRM and other products can create confusion about what each component truly offers. Their industry credentials include SAS 70 Type II and GDPR compliance, ensuring secure, encrypted connections for their users. Whether you’re a small business or a larger enterprise, Bitrix24 offers a broad set of tools that could transform your business operations. Read our full review to discover how they could fit your operational needs.

Summary

Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!

Quick Stats
  • Cloud-Based Software : True
  • Cost : Free plan, then $61 monthly or $49 when billed annually
  • Free Trial : Unavailable
  • Mobile App : True
  • Business Size Supported : Any
Quick Stats
  • Cloud-Based Software : True
  • Cost : $29 per user per month, billed annually, for their Plus plan
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Small to midsize businesses
Selling Points
  • Fixed-rate pricing
  • Integrated contact center
  • CoPilot assistance
  • Unlimited users on free plan
Selling Points
  • Price quote generation
  • Business card scanning
  • Real-time data synchronization
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Undisclosed
    Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Features & Services
  • Activity Logging
  • Undisclosed
    AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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