My top 3 Insightly alternatives
By Edouard Rosenblum, Co-founder @Secret
Salesforce Sales Cloud
Salesforce Sales Cloud is another robust alternative to Insightly. This platform is designed to support sales, service, and marketing in both B2B and B2C contexts. It offers a wide range of features including contact management, opportunity management, customizable reports, email integration and more. A large enterprise could use Salesforce Sales Cloud to manage their complex sales cycles, track customer interactions across multiple channels, and generate detailed reports to inform their business strategy.
Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95% satisfaction rating from our customers, Pipedrive is easy to use and helps to keep focus on the activities that drive deals to close. For instance, a real estate agency might use Pipedrive to track their leads, manage their property listings, and streamline their sales process.
HubSpot
HubSpot is an all-in-one platform designed to help businesses grow by seamlessly integrating marketing, sales, and customer service tools. At its core is a completely free CRM, supported by a range of powerful yet easy-to-use features. Each tool works great on its own—but together, they're even more effective. For example, small businesses can easily manage customer relationships, track their sales pipeline, and run targeted marketing campaigns—all from a single platform.
Given its user friendly interface, robust capabilities, and seamless integration across departments, HubSpot is an excellent alternative to Insightly, especially if you're looking for a more streamlined and intuitive experience.
List of Alternatives to Insightly
Here are some of Insightly's top competitors in the CRM category: Salesforce Sales Cloud, Pipedrive, Monday or Zoho.
Salesforce Sales Cloud is a CRM platform that helps sales teams manage their sales processes, track customer interactions, and close deals faster. By using AI, it streamlines and optimizes sales efforts, enhancing productivity and driving revenue growth.
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Lead and opportunity management
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Mobile app
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Shipping management
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Safety management
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Call logging
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Data management
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Sales forecasting
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Collaborative selling
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Integration
Billy Garcia
Salesforce Sales Cloud: Invaluable Reporting for Operations Managers
As an operations manager, I find the reporting features of Salesforce Sales Cloud to be invaluable. It provides detailed insights into our sales processes, helping us identify areas for improvement
October 20, 2024
Salesforce Sales Cloud compared to Insightly
Salesforce Sales Cloud has more positive reviews than Insightly: 89 vs 77
Salesforce Sales Cloud is more versatile than Insightly: 206 vs 126
Why is Salesforce Sales Cloud a good alternative to Insightly?
I find Insightly a great alternative to Salesforce Sales Cloud because of its user-friendly interface and cost-effectiveness. Unlike Salesforce, which can be complex and expensive, Insightly offers an intuitive design that makes it easy to navigate and use. It provides all the essential CRM features such as contact management, project management, and detailed sales reports, without overwhelming the user with too many options.
Moreover, Insightly's pricing plans are more affordable, making it a better choice for small businesses or startups on a tight budget. It also integrates seamlessly with other popular business applications like Gmail, Outlook, and Slack, enhancing productivity and efficiency. Lastly, their customer support is highly responsive and helpful. Therefore, for its simplicity, affordability, and excellent customer service, I consider Insightly a good alternative to Salesforce Sales Cloud.
What are the differences between Salesforce Sales Cloud and Insightly?
I have noticed several key differences between Insightly and Salesforce Sales Cloud. Insightly is typically more user-friendly with a simpler interface, making it ideal for small to mid-size businesses or those new to CRM software. It also offers project management features, which Salesforce does not. However, Salesforce Sales Cloud offers more advanced features and customizability, better suited for larger businesses with more complex needs.
While both platforms offer excellent customer support, Salesforce has a broader range of support options. In terms of integration, Salesforce provides more options, including integration with third-party apps. Pricing is another difference; Insightly generally offers lower cost plans than Salesforce.
Ultimately, the choice between Insightly and Salesforce Sales Cloud depends on the specific needs, size, and budget of your business.
Stay focused on sales and collect more leads with this lead management software
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Get deal for freePipedrive is the easy to install and use CRM software that will allow your sales team to save time and stay focused on their activities to make more sales.
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Customizable sales inbox
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Track your teams' communications
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Manage your prospects efficiently
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Insights and reports
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AI sales assistant
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Personalized deal pages
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Automate your tasks
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LeadBooster
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Sales forecasting
Lite
$24 per user per monthGrowth
$49 per user per monthPremium
$79 per user per monthUltimate
$99 per user per monthKassandra Kozey
Instant Visual Pipeline Clarity
What I like most about Pipedrive is how quickly the pipeline view shows where every deal stands without me having to dig through menus. We set up custom stages for our sales process and the drag-and-drop layout made adoption easy for the team
May 29, 2026
Why is Pipedrive a good alternative to Insightly?
I find Insightly to be a great alternative to Pipedrive because it offers a comprehensive suite of features that cater to diverse business needs. Insightly's project management capabilities set it apart, allowing you to manage sales and post-sales activities in one place. It also offers robust customization options that can be tailored to your specific business processes. Furthermore, Insightly's integration with popular platforms like Gmail, Outlook, and MailChimp enhances its functionality.
Insightly also shines in its reporting capabilities, providing detailed insights on team performance and sales trends. Its user-friendly interface makes it easy to navigate and use, even for those with little technical know-how. Lastly, Insightly offers a free plan for up to two users, making it an affordable choice for startups or small businesses looking for a CRM solution.
What are the differences between Pipedrive and Insightly?
I have found that Insightly and Pipedrive, while both being CRM (Customer Relationship Management) tools, offer different features and functionalities. Insightly provides a comprehensive suite of tools including project management, mass emailing, and detailed sales reports. It's more suitable for businesses looking to manage customer interactions along with project management within one platform.
In contrast, Pipedrive focuses purely on sales pipeline management. It offers a visual sales pipeline which makes it easy to track deals and progress. Pipedrive is designed with simplicity and ease-of-use in mind, making it ideal for small to medium-sized businesses that solely want to improve their sales process.
In terms of pricing, Pipedrive generally offers more affordable plans compared to Insightly. However, the choice between the two would largely depend on the specific needs and budget of your business.
Easily manage all your projects and become more productive and efficient.
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Get deal for freemonday.com lets you manage projects from planning to delivery on a single platform, utilizing AI to streamline workflows and enhance team collaboration, ensuring you can track everyone's progress effectively.
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Kanban and Gantt Softwares
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Integrate all your tools
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Visualize your data
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Streamline your workflow
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Keep track of all your projects
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Collaborate in real-time
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Manage all your files
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Automate your tasks
Free
$0 (Freemium)Enterprise
Custom pricingBasic
$12 per user per monthStandard
$14 per user per monthPro
$25 per user per monthRalph White
Flexible for Simple Tasks and Complex Workflows
We use Monday for campaign planning, and the mix of kanban, calendar, and dashboard views gives each team what they need without forcing everyone into the same format. The integration with Slack is handy for quick updates, and I like that the interface stays approachable even for less technical teammates
May 28, 2026
Why is Monday a good alternative to Insightly?
I believe Insightly is a great alternative to Monday.com due to several reasons. Firstly, Insightly offers a more comprehensive CRM (Customer Relationship Management) system, which is essential for businesses that need to manage customer interactions and data. It provides detailed reports and analytics, helping businesses make data-driven decisions. Secondly, Insightly's project management features are robust and user-friendly. It allows for task assignment, tracking, and collaboration, making it easier to manage projects of all sizes. Thirdly, Insightly offers a more flexible pricing structure compared to Monday.com, making it a cost-effective solution for small to medium-sized businesses. Lastly, Insightly integrates seamlessly with popular apps like Gmail, Outlook, and Slack, enhancing productivity and efficiency. Therefore, for businesses looking for a comprehensive, user-friendly, and cost-effective project management and CRM tool, Insightly is an excellent choice.
What are the differences between Monday and Insightly?
I have used both Insightly and Monday for project management and found that they have distinct differences. Insightly is a customer relationship management (CRM) tool that focuses on helping businesses track interactions with customers and leads. It offers features like contact management, sales pipeline tracking, and project management. On the other hand, Monday is a visual project management tool that emphasizes team collaboration. It provides a board system where you can create tasks, assign them to team members, and track their progress visually. While both tools offer project management features, Monday is more focused on task management and team collaboration, whereas Insightly is more geared towards CRM with an emphasis on sales and customer interactions. Therefore, the choice between the two would depend on the specific needs of your business.
All-in-one customer relationship management software
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Get dealThe Zoho platform brings together in a single tool all the functionalities your startup needs to manage and optimize customer relations on a daily basis.
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Optimize your company finances
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Centralize your needs
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Collaborate seamlessly
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Offer quality customer service
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Manage employees
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Manage your projects efficiently
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Develop customized applications
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Accelerate sales across all channels
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Deploy marketing campaigns
Free
$0 (Freemium)Standard
$14 per user per monthProfessional
$35 per user per monthEnterprise
$40 per user per monthUltimate
$52 per user per monthAnton Gleason
CRM Customization That Actually Fits the Sales Process
Zoho CRM has been solid for our sales process because the customization is actually practical, not just there for show. We added custom fields, built a few blueprints for lead stages, and tied it into email so reps can see context without jumping between tools. The interface is not the prettiest in every module, but it gets the job done well
June 2, 2026
Software suite for sales, marketing, and customer service teams
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14 days free on Freshdesk
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Get deal for freeFreshworks leverages AI to centralize, share, and understand data across your business. By utilizing AI, your marketing, sales, and customer service teams can work on the same data to provide a unique and personalized experience to each lead and customer.
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Collaboration
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Multilingual support
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Personalize interactions with your leads and customers
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AI-powered chatbots
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Analytics and reporting
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Omnichannel support
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Improved ticket management
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Automate your sales process
Rosetta Schoen
Omnichannel Support with a Strong Knowledge Base
Freshworks helped us centralize email, chat, and web form requests without making things feel bloated, and the knowledge base has been more useful than expected for reducing repetitive tickets
June 2, 2026
EngageBay allows you to manage the entire customer lifecycle, from prospect to loyal customer, with a single tool. This, plus all the features you need from contact management to marketing automation, to support.
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Provide quick and efficient support
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Create personalized customer journeys
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AI-powered lead scoring
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Seamless team collaboration
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Integrations
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Automate marketing tasks with ease
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Streamline sales with a powerful CRM
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Improve customer satisfaction
Free
Basic
$14 / user / monthGrowth
$64 / user / monthPro
$119 / user / monthElida Bauch
Joinsecret Promo Proved ROI and Replaced Multiple Tools
I came across the EngageBay Promo Code: 6 months free deal via Joinsecret and used it mainly to prove ROI, and it ended up paying for itself because we replaced two subscriptions and finally got marketing and sales working off the same contact history
June 2, 2026
Freshsales Suite uses the power of artificial intelligence to make salespeople's jobs easier with more complete and reliable automations (lead generation, lead qualification, automated scenarios, lead scoring, etc.).
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Transaction management
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Sales campaigns & events tracking
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Sales forecasting
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Automate sequences & workflows
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Reporting & Analytics
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Mobile app
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Artificial intelligence
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Contact management
Free
$0 (Freemium)Growth
$11 / user / monthPro
$47 / user / monthEnterprise
$71 / user / monthRev. Lacy Swift
Freddy AI Lead Scoring That Prioritizes Warm Prospects
We started using Freshsales Suite mainly for lead management, but the Freddy AI lead scoring turned out to be more useful than I expected since it helps reps focus on warmer prospects instead of guessing who to call first
June 2, 2026
noCRM is the ideal tool for your sales team; it will improve their organization preventing them from losing time, allow them to better follow-up on their leads and, above all, close more deals.
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Email integration
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Mobile app
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Automated lead scoring
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Manage your prospection lists
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Collaborate with your whole team.
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Customize and plan your sales steps and the following activities
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Access key statistics and sales reports
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Sales Script Generator
Starter Kit
$12 / user / monthSales Experts
$22 / user / monthDream Team
$32 / user / monthGuadalupe Senger
Clean Interface With Time-Saving Templates
What stood out to me with noCRM was how quickly we got it running. We connected lead sources, created a few pipeline stages, added scripts for qualification calls, and the team was basically ready. We came in through Joinsecret and got half off for up to 6 months, which helped, but even at full price I would keep it because adoption has been much better than with our previous tool
May 30, 2026
Keap brings value by providing a CRM and marketing automation software that helps small businesses manage their customer interactions, streamline their sales process, and automate their marketing campaigns.
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Publishing options
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Real-time insights into your business performance
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Stay on top of your to-dos and free up your time
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Pricing and cost calculations
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Visualize your sales process and close more deals
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Shopping cart
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Attract and engage your prospects with ease
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Promotions Management
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Automagician
Jacob Smith
Efficient Workflow: Keap's Seamless Integration with Business Tools
I love how Keap integrates seamlessly with other tools I use for my business. This has made my workflow much more efficient
October 21, 2024
Keap compared to Insightly
Keap has better positive reviews than Insightly: 78 vs 77
Insightly is easier to set up than Keap: 4.0 vs 3.5
Insightly is more suitable for small businesses thanks to its good value for money than Keap: 4.0 vs 3.8
Keap is more versatile than Insightly: 145 vs 126
Copper is an AI-powered customer relationship management (CRM) software solution designed to streamline and enhance clients interactions for businesses of all sizes.
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Activity tracking
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Reporting and analytics
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Google Workspace integration
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Customizable pipelines
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Automated data entry
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Mobile app
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Task management
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Lead scoring
Starter
$12 / user / monthBasic
$29 / user / monthProfessional
$69 / user / monthBusiness
$134 / user / monthJacqueline Miller
Enhanced Productivity: Copper's Task Management Feature
The task management feature in Copper has greatly improved our team's productivity, we can easily assign tasks and monitor progress
October 21, 2024
The all-in-one sales solution for modern businesses.
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30% off Sales Hub Professional and Enterprise plans for 1 year
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Get deal for freeHubspot Sales Hub leverages AI to streamline sales processes, enhance customer relationship management, and drive revenue growth. It offers tools like email tracking, email templates, deal pipelines, and contact management, enabling businesses to manage their sales pipelines efficiently and close deals faster.
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Smart email tracking
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Meeting scheduling made simple
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Sales documents
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Seamless email integration
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Deal pipeline
Sales Hub Starter
$15 / user / monthSales Hub Professional
$90 / user / monthSales Hub Enterprise
$150 / user / monthScott Hermann
Automation That Removes Admin Work
The automation is where it started paying off for us. Simple workflow rules for lead rotation, follow-up reminders, and lifecycle updates removed a lot of repetitive admin work. We signed up after finding a Joinsecret offer that knocked about 30% off the Professional plan for the first year, which made the decision easier
June 2, 2026
The all-in-one solution for productivity and growth to unify your business
Dynamics 365 is a comprehensive business solution software that integrates multiple applications, including CRM and ERP, to provide businesses with actionable insights using AI, streamline processes, enhance productivity, and improve customer engagement.
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Sales trend analysis
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Powerful marketing automation
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Seamless collaboration and communication
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Financial reporting
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Pipeline management
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360-Degree view of customers
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Intelligent business insights
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Streamlined sales process
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Performance metrics
Grace D
Microsoft's Commitment to Excellence: Dynamics 365's Continuous Updates and Improvements
Lastly, the continuous updates and improvements Microsoft makes to Dynamics 365 show their commitment to providing a high-quality product.
August 13, 2024
Dynamics 365 compared to Insightly
Dynamics 365 has better positive reviews than Insightly: 87 vs 77
Dynamics 365 is more suitable for small businesses thanks to its good value for money than Insightly: 4.1 vs 4.0
Insightly has more functions than Dynamics 365: 126 vs 113
Nutshell is a versatile CRM and sales automation platform designed to streamline sales processes, enhance team collaboration, and manage customer relationships efficiently.
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Integrations
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Reports and analysis
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Customer Relationship Management (CRM)
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Mobile accessibility
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Sales automation
Nathan Smith
Satisfied with Nutshell: A Time-Saving, ROI-Boosting Tool
I'm pleased with my experience with Nutshell. I'd certainly recommend it as it's time-saving and yields a positive ROI. It's fairly user-friendly and its automated features are quite handy. I've gotten several big orders from my email campaigns, proving its value for money. However, I wish there were more templates as the current selection seems limited.
August 11, 2024
Nutshell CRM compared to Insightly
Nutshell CRM has better positive reviews compared to Insightly: 84 vs 77
Nutshell CRM is better at value for money than Insightly: 4.3 vs 4.0
Insightly is more versatile than Nutshell CRM: 126 vs 88
Workbooks is a cloud-based customer relationship management (CRM) and marketing automation platform. It provides tools for sales management, customer support, order processing, and business intelligence. Its features include contact management, email marketing, lead generation, reporting and analytics. It's suitable for small to midsize businesses across various industries. Workbooks helps streamline business processes, improve customer engagement and drive revenue growth.
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Comprehensive CRM and Marketing Automation
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Customizable Software
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Robust Reporting and Automation
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Seamless Integration
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Customer Interaction Management
Diane Davis
Efficient Onboarding and Impenetrable Security: A Review
they helped me get up to speed quickly. The software's security measures are top-notch
October 6, 2024
Create a customer success support suite that is accessible and available to your customers at all times.
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Get deal for freeZendesk leverages AI to ensure you can be available on any channel, at any time, quickly addressing your customers' requests and resolving their problems.
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Knowledge base
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Integration
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Multichannel support
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Ticketing system
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Customization and branding
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Reporting and analytics
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Customer engagement
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Automation and workflow
Suite Enterprise
Contact salesSuite Team
$55 per user per monthSuite Growth
$89 per user per monthSuite Professional
$115 per user per monthAmb. Jettie King
Omnichannel Inbox + Useful Reporting
We switched to Zendesk mainly for the omnichannel inbox, and it has worked well for email, chat, and social messages in one place. Reporting is useful too, although some of the deeper dashboard customization took a bit of trial and error
June 2, 2026
Enhance team communication and collaboration.
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25% off new plan purchases
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Get deal for freeEasily collaborate, stay organized, and boost productivity with Slack — the intelligent platform that brings together your team’s messages, projects, tools, and AI into one streamlined workspace.
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Video and voice calls
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Direct messaging
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File sharing
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Channels
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Search and archiving
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Threads
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Integrations
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AI and automation tools
Enterprise Grid
Contact salesFree
$0 (freemium)Pro
$7 per user per monthBusiness+
$12 per user per monthAlberta O'Reilly
Fast Adoption & Simple Workflow Automation
We switched to Slack from Microsoft Teams for one department and the adoption was much faster than I expected. People understood channels and reactions right away, and workflow builder has been surprisingly useful for simple request processes. It is not perfect for long-form documentation, but for day-to-day coordination it is solid
May 27, 2026
CRM, marketing automation & customer service software suite
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30% off Professional and Enterprise plans for 1 year across all Hubspot products
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Get deal for freeThe HubSpot suite leverages AI to streamline managing your customer throughout their life cycle: from website visits and form completions to phone calls, email exchanges, quote signing, support, and upsells.
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Integrations and API
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Predictive lead scoring
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Content management
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Sales pipeline management
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Sales email tracking and templates
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Automation and workflows
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Lead scoring and segmentation
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Reporting and analytics
Free Tools
$0 (Freemium)Starter Customer Platform
$20 per user per monthProfessional Customer Platform
$1300 per monthEnterprise Customer Platform
$4300 per monthIvory Yundt
Actionable Campaign Tracking + Easier Upgrade Justification
I’ve had a good experience with HubSpot for campaign tracking and contact management because it gives enough detail to act on without feeling overly technical, and the first-year discount we got through Joinsecret on the Professional and Enterprise side made the upgrade decision a lot easier to defend internally
May 27, 2026
14 days free + additional 10% off monthly or annual plans
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Get deal for freeAttio is a versatile and dynamic CRM tool, designed to be highly customizable and adaptable to various business needs. It emphasizes the ability to create, refine, work, and report within a CRM environment tailored to specific workflows and data structures.
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Advanced security
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Real-time collaboration
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Insightful analytics
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Integration capabilities
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Customizable views and filters
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Data enrichment
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Task and pipeline management
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Customizable workspaces
Enterprise
Custom pricingFree
$0 (Freemium)Plus
$36 / user / monthPro
$86 / user / monthDanae Erdman
Relationship intelligence for warm introductions
Attio has been great for managing warm introductions because the relationship intelligence is visible without digging through multiple tabs. For founder-led sales, that context matters a lot. We came in through Joinsecret, so we had the initial 14 days to try it and got an extra 10% off, which made the switch less risky
May 30, 2026
OneHash is an all-in-one software to manage your business, from lead generation to operations and human resources management.
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Intuitive system setup tailored to your needs
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Efficient business operations with OneHash ERP
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Automated workflow interaction for enhanced productivity
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Seamless calendar management with OneHash Cal
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Boost your sales enablement with OneHash CRM
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Reliable CRM analytics for enhanced performance
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Streamlined communication and customer support with OneHash Chat
Walter A
Commendable Customer Support: OneHash Resolves Issues Promptly
The customer support team of OneHash is commendable, always ready to assist and resolve any issues promptly.
September 9, 2024
OneHash compared to Insightly
OneHash has better positive reviews compared to Insightly: 95 vs 77
OneHash is better at customer service than Insightly: 4.5 vs 4.0
OneHash is easier to use than Insightly: 4.5 vs 4.0
OneHash is more suitable for small businesses thanks to its good value for money than Insightly: 4.7 vs 4.0
OneHash is more versatile than Insightly: 149 vs 126
Covve App is a powerful contact management application that helps users organize, update and maintain their professional network. It offers features such as contact syncing, reminders for important dates, news alerts about contacts, and advanced search. The app also provides AI-powered suggestions for keeping in touch, making it an effective tool for networking and relationship building.
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Contact Categorization
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Private CRM and Integration
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Reminders and Communication Tracking
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Intuitive Interface
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AI-powered News Alerts
Jean Jones
Responsive and Helpful: Enhancing User Experience with Covve's Customer Support
The customer support team at Covve is responsive and helpful, enhancing the overall user experience.
August 12, 2024
Welcome to the leader in cutting edge data intelligence since 2014.
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Automated outreach campaigns
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CRM integration
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Find specific people using account-based search
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Advanced lead scoring
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Email signature generator
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Lead capture forms
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Hyper-target leads using market-based search
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LinkedIn integration
Custom
Contact salesScaling
$147 / monthUnlimited
$397 / monthYvette G
Leadfuze: Empowering Entrepreneurial Growth through Targeted Connections
As an entrepreneur, I've found Leadfuze to be an essential tool for growing my business. It's helped me connect with key decision-makers in my industry that I wouldn't have been able to reach otherwise
July 30, 2024
LeadFuze compared to Insightly
LeadFuze has better positive reviews than Insightly: 96 vs 77
LeadFuze is better at customer support than Insightly: 4.5 vs 4.0
LeadFuze is better at ease to use than Insightly: 4.5 vs 4.0
LeadFuze is better at value for money than Insightly: 4.5 vs 4.0
Insightly has more features than LeadFuze: 126 vs 9
Smith.ai is an artificial intelligence software that provides virtual receptionist and chat services for businesses. It offers features such as call handling, appointment scheduling, lead intake, and client screening. The software also integrates with various platforms for seamless workflow. It's designed to improve customer service, increase productivity, and reduce operational costs.
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Live Chat Feature
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AI Technology
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Call Management
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Integration Capability
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Appointment Scheduling
Elizabeth
Excellent Service
I find the receptionists at Smith-AI to be pleasant and professional. They follow a script without sounding robotic and make good decisions about potential clients. They also send scheduling links, which reduces office work and helps schedule client appointments. I've been using their services for 6 months and it has significantly reduced office interruptions and increased client acquisition.
September 29, 2024
Smith ai compared to Insightly
Smith ai has better positive reviews than Insightly: 100 vs 77
Smith ai is better at customer support than Insightly: 5.0 vs 4.0
Smith ai is easier to set up than Insightly: 5.0 vs 4.0
Smith ai is more suitable for small businesses thanks to its good value for money than Insightly: 4.9 vs 4.0
Insightly has more options than Smith ai: 126 vs 109
Jumppl is a cloud-based project management software designed to streamline business operations. It provides tools for task management, team collaboration, time tracking, and reporting. The platform allows users to assign tasks, set deadlines, track progress and generate reports in real time. It also integrates with various third-party apps to enhance its functionality. Suitable for businesses of all sizes, Jumppl aims to increase productivity and efficiency in project handling.
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File Sharing
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Task Management
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Collaboration Tools
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Integration capabilities
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Time Tracking
Dennis
Boosting Employee Engagement with Jumppl: A HR Manager's Perspective
As an HR manager, I find Jumppl's employee engagement features very beneficial. It helps us keep our team motivated and engaged, contributing to a positive work environment.
July 22, 2024
Endorsal is a digital platform that automizes the collection and display of testimonials. It streamlines the process of acquiring customer reviews, making it easier for businesses to build trust and credibility. The software also provides features like automatic review requests, testimonial widgets for websites, and the ability to import existing reviews from other platforms. It's an effective tool for improving online reputation and boosting sales.
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Automated Testimonial Collection
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Social Proof Popups
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Review Management
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Integration Capabilities
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Customizable Forms
Linda
Endorsal: A User-Friendly Testimonial Management Solution
As a non-tech savvy individual, I found Endorsal to be incredibly user-friendly and straightforward to navigate. It's made collecting and managing testimonials a breeze
October 21, 2024
CentraHub CRM is a robust, cloud-based customer relationship management software. It offers sales automation, marketing automation, and service automation features. This tool provides real-time data analytics and reporting, helping businesses track customer interactions, streamline processes, and improve sales efficiency. It's designed to cater to businesses of all sizes across various industries. CentraHub CRM also supports integration with multiple third-party applications for enhanced functionality.
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Analysis and Reporting
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Customer Relationship Management
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Marketing Automation
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Sales Automation
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Service Automation
Lauren Davis
Expectations Unmet with CentraHub CRM: A Tale of Lost Orders and Unhappy Management
We are currently not meeting our expectations with CentraHub CRM, experiencing issues like order loss that are causing dissatisfaction among our management. However, we do value its web-based feature that enables us to use it anywhere, its control over pricing and customers, and its ERP integration that minimizes office work. We selected CentraHub CRM based on its demo and switched to it hoping for improved service and customer support.
August 13, 2024
Qualityze Suite is a cloud-based quality management software designed to help businesses streamline their quality control processes. It offers features such as non-conformance tracking, audit management, document control, and corrective action planning. The platform is scalable, customizable, and compliant with industry standards like ISO 9001, FDA 21 CFR Part 11, and more.
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Cloud-based
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Scalability
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Compliance Management
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User-friendly Interface
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Integrated Modules
Faye S
Journey with Qualityze EQMS Implementation
My team and I were looking for an audit management system that could accommodate our unique audit workflow. We collaborated closely with the Qualityze technical team, who were consistently patient and provided clear guidance on how the system could be customized to suit our requirements. I was amazed at the speed at which the system was ready for testing and production. The Qualityze team was adaptable and open to conducting several training sessions for our staff and customers who would be using the system. They were always on hand to answer any queries from me or our audit customers. The Product Manager's expertise and responsiveness were invaluable throughout the process. I would recommend Qualityze without any reservations to other businesses in need of an audit management system.
August 12, 2024
Qualityze suite compared to Insightly
Qualityze suite is a better solution based on percentage of positive reviews than Insightly: 100 vs 77
Qualityze suite is a better solution for customer support than Insightly: 5.0 vs 4.0
Qualityze suite is better at ease to use than Insightly: 5.0 vs 4.0
Qualityze suite is better at value for money than Insightly: 5.0 vs 4.0
Insightly has more functions than Qualityze suite: 126 vs 93
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