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Freshsales Suite vs Insightly

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Pros
  • Cloud-based system
  • Free demo
  • Robust integrations and API
  • Highly customizable system
  • Mobile application available
  • Vigorous data security
Pros
  • 14-day free trial
  • All-in-one solution available
  • Mobile app availability
  • Extensive integration capabilities
  • Customizable reports
Cons
  • Limited marketing contacts
  • Limited file storage
  • No integrations in free plan
  • Support only available on weekdays
Cons
  • Marketing and customer service as separate tools
  • Complete workflow automation unavailable in basic plan
Summary

Freshworks, founded in 2010 in Chennai, India, and headquartered in San Mateo, California, has rapidly become a global leader in cloud-based SaaS. Specializing in customer relationship management (CRM), Freshworks offers an array of solutions designed to cater to various business needs. Their product, Freshsales Suite, integrates sales and marketing capabilities into a unified platform, providing businesses with a comprehensive tool to manage customer relationships effectively. Freshsales Suite stands out with advanced customization options, robust automation tools, and intuitive pipeline management. Features such as customizable contact lifecycle stages, multi-currency and multi-language support, and custom modules enhance the platform’s versatility. Additionally, the inclusion of Freddy AI offers valuable insights for lead generation and deal management, helping businesses prioritize and engage with the most promising prospects. Freshworks has earned industry recognition, including being listed as a “Visionary” in the Gartner Magic Quadrant for CRM Customer Engagement Centers. Despite not having Better Business Bureau (BBB) accreditation, Freshworks maintains an A+ rating, reflecting their commitment to customer satisfaction. This review delves into the specific features and benefits of Freshsales Suite, showcasing how they can streamline business processes and boost productivity.

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 $11 monthly per user or $9 per user each month if billed annually.
  • Free Trial : Available
  • 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
  • 21-day free trial
  • Streamlined sales process
  • Extensive customer management and automation
  • Freddy AI
  • Comprehensive add-ons
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
  • 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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