trusted formInsightly vs Oracle NetSuite | Several.com
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Insightly vs Oracle NetSuite

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Pros
  • 14-day free trial
  • All-in-one solution available
  • Mobile app availability
  • Extensive integration capabilities
  • Customizable reports
Pros
  • Comprehensive feature set
  • Remote work capabilities
  • Real-time data
  • Extensive customization
  • Scalable solution
Cons
  • Marketing and customer service as separate tools
  • Complete workflow automation unavailable in basic plan
Cons
  • Lack of price transparency
  • Steep learning curve
  • Implementation costs
  • Dependence on NetSuite ERP
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!

Summary

NetSuite, founded in 1998 and headquartered in Austin, Texas, is a subsidiary of Oracle and a prominent player in the cloud-based enterprise software market. The company offers a versatile CRM platform that integrates seamlessly with their renowned ERP system, providing businesses with a unified solution to manage customer relationships, streamline sales processes, and enhance marketing efforts. NetSuite’s comprehensive suite of services includes advanced sales force automation, intelligent item recommendations, and robust marketing automation tools. What sets NetSuite apart is their extensive customization options and real-time data insights. These allow businesses to tailor the platform to their unique needs and stay agile in a fast-paced market. Customers frequently highlight NetSuite's team's flexibility and personalized support and the platform’s ability to simplify operations by consolidating various business functions into a single system. NetSuite’s commitment to data security and compliance is demonstrated through their SOC 1 Type 2, SOC 2 Type 2, and ISO certifications. While the platform has challenges, such as a steep learning curve and significant initial setup costs, the ability to grow with your business and enhance operational efficiency makes them a compelling choice. Dive deeper into our review to explore the key features, benefits, and potential drawbacks of NetSuite CRM.

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
Quick Stats
  • Cloud-Based Software : True
  • Cost : Quote-based pricing
  • Free Trial : Undisclosed
  • Mobile App : True
  • Business Size Supported : Any
Selling Points
  • Price quote generation
  • Business card scanning
  • Real-time data synchronization
Selling Points
  • Unified platform with ERP
  • Advanced sales force automation
  • AI-driven intelligent recommendations
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Undisclosed
    Annual Subscription
  • Undisclosed
    Free Trial
  • Undisclosed
    Freemium
  • Undisclosed
    Monthly Subscription
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
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
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Integrations
  • Accounting Software
  • Undisclosed
    Lead Generation
  • Undisclosed
    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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