The email system is really poor with no hard integration just a forwarding system that doesn't really cut the mustard.

If you have a problem with Insightly, it will likely not be fixed.

I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.

The software graphics were somewhat childish initially, but they have updated the graphics over time.

We are still in the trial process, I couldn't find much things to dislike. Maybe pricing should be more flexible in terms of the needed features.

Had all the Crm and database features you could want. Good training and onboarding process and good pricing.

The lack of customer service is what lost them the sale.

Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate.

In short I would say all these features are good enough to maintain my workflow in a very stunning way.

How can you call yourself Customer Relationship Management if you can not manage email communication. Finally, beware the have a no refund policy.

You need to watch it first their tutorial if beginner because you might confuse while using it.

With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business.

The drag and drop functionality seems a little more difficult than say other similar drag and drop functions like Tableau.

It was functional after frustration because of lack of support.

It is quite pricey for the intended market and the lack of office integration is a no no.

I like how easy it is to integrate Insightly with other software that I use, like Google Apps. This makes messaging easy.

It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.

So i got charged instantly with even having a trial which seems a very odd way to go about things in my opinion.

We've noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team.

To make it worse, Insightly has very weak customer service. You don't hear back from them for 24 hours and even then they use a help service that is full of noise and hard to follow.

In general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing.

It has allowed us to successfully  engage  our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

I liked that it was easy to search for our clients, but that was less easy after they did the big overhaul of the software.

Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary).

Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment.

Pretty great, they always get back to you at a reasonable time, polite and the product is overall really great to use.

They go above and beyond to meet our expectations. They are very responsive and offer great problem solving solutions.

We're able to identify where we win and lose prospects. Our sales team is better able to evaluate their activities and clearly determine what is and isn't bringing us business, time management is key.

I can't say enough good things about the quality of the organization's customer support. They are simply the best of the best.

Integration with our existing business processes was easy and the ability to add unlimited custom fields was  a big plus for us.

Helps us keep track of all of our contacts, companies, leads, and opportunities. I record my emails in it and our sales people are able to use it on mobile when they are out on the road.

For a smaller company on a budget, it is a good value.

Best Feature Rich CRM Software at an affordable Cost with Excellent in-person Customer Support.

We can no longer upload data into the system, I do believe that option was disabled by the larger corporation we represent, and not a factor of SalesNOW, that has limited its effectiveness.

The system is very versatile and allows us to be creative with our solutions.

It doesn't integrate with our Health Information System, although they've tried very hard to get that done.

One of the shining lights in the murky CRM industry. Cons: This must be a trick question.

I like the ease of use and the app. I am very happy with the customer support.

What I liked best about this product is ease of use and easy to customize. Reporting is easy and intuitive.

The software is easy to navigate and use both for our sales team and managers. We love the ability to customize as needed as well.

CRM that does what we need to have done. Gives us a great look at our agency.

SalesNOW is easy to use, fully automates my business and has made my business process very efficient and effective.

Every item we had an issue with was resolved and quickly. Extremely happy with the software.

I like that it has all the features you need to track and keep a tab on your business, while having the ability to personalize key features. The customer support from day 1 is the best, hands down.

Overall a very positive experience. Very good and accessible tech support.

I can't look up a contact by email address. I don't like new windows opening all the time.

We work with many vendors and no one exceeds the customer service level of the folks at SalesNOW.

The only problem we had was getting people use to using this.

Our integration/set up was smooth, fast and worry-free, thanks in large part to our SalesNow Account Manager, who was knowledgeable, professional and very responsive.

The support is outstanding at SalesNOW. The application is also very easy to you and not cumbersome like many of the apps out there.

We have had excellent Customer Service and I am very impressed with the system and the support we receive. I can give this an excellent rating and that is very rare.

I really like SalesNOW - they are super attentive and it's great for someone who is lookign for a CRM at a great price.

Not only is SalesNow VERY affordable for our company, we are able to customize and tailor SalesNow to suit our unique sales needs. The customer support is AMAZING.

Setup was quick and I liked the fact I could set it up myself easily vs waiting weeks on other people such as with other CRMs that mandate you make the changes through them.

The upfront Qualifying and Profiling of your needs is critical in providing the right solution for your biz. The ability to customize fields and create your specific template is awesome.

Cost/Benefit is very good. The staff at SalesNOW is very responsive and eager to help.

I loved the ability to attach bids and other documents to each contact.

US Dollar

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.  

LongDescription

File Management

Commenting/Notes

Third-Party Integration

Real-Time Analytics

Cataloging/Categorization

Project Workflow

Forecasting

Business Card/Badge Scanning

Status Tracking

Internal Chat Integration

Project Templates

Lead Capture

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Progress Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Calendar/Reminder System

Project Planning/Scheduling

Task Planning

Gantt/Timeline View

Lead Distribution

Projections

Pipeline Management

Customer Database

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Template Management

Data Import/Export

Email Tracking

Customer Support

Graphical Data Presentation

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Real-Time Data

Performance Metrics

Routing

Territory Management

Dynamic Modeling

Shared Contacts

Marketing Automation

Role-Based Permissions

Social Media Integration

Lead Segmentation

Real-Time Notifications

Workflow Management

Real-Time Updates

Email Management

Source Tracking

Project Tracking

Percent-Complete Tracking

Event Triggered Actions

Visual Analytics

Field Sales Management

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Data Visualization

Reminders

Modeling & Simulation

Reporting/Project Tracking

Customizable Templates

Calendar Sync

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Real Time Reporting

Kanban Board

Customizable Branding

To-Do List

Commission Management

Goal Setting/Tracking

Web browser (OS agnostic)

Free: 
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Insightly

Live Online

Webinars

Documentation

Videos

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment.


SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices.


SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.



Product Catalog

Mobile Alerts

Real Time Data

Channel Management

Website Integration

Knowledge Base Management

Lead Qualification

Quotes/Estimates

Pipeline Reports

Task Management

Campaign Management

Sales Forecasting

Prospecting Tools

Search/Filter

Windows 7

Mac OS

Windows 8

$19.95 per user, per month for up to 500,000 records per account. Charges apply for additional records.

Insightly vs SalesNOW

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