Freshsales vs Insightly CRM (2024 Comparison)
Freshsales offers a robust CRM solution with advanced lead scoring and comprehensive email tracking, making it ideal for sales-driven businesses looking to optimize their processes.
- Advanced lead scoring capabilities
- Comprehensive email tracking features
- Robust automation tools
- Limited project management features
- Higher learning curve for beginners
Free plan?
YesStarting price
€9 per month per user
Insightly CRM provides strong project management capabilities and a user-friendly interface, making it a great choice for businesses needing to manage projects alongside customer relationships.
- Strong project management capabilities
- User-friendly interface
- Affordable pricing
- Less advanced lead scoring
- Limited email tracking insights
Free plan?
YesStarting price
$29 per user / monthWhat is Freshsales?
Freshsales is a comprehensive CRM solution designed to streamline sales processes and enhance customer relationships. It offers features like lead scoring, email tracking, and automation, making it easier for sales teams to manage their pipelines efficiently. With its intuitive interface, Freshsales helps businesses of all sizes to track interactions, close deals faster, and improve customer satisfaction. Whether you're a small business or a large enterprise, Freshsales provides the tools you need to stay organized and focused on your sales goals.
What is Insightly CRM?
Insightly CRM is a versatile customer relationship management tool that helps businesses manage their contacts, sales, and projects all in one place. It offers robust features like workflow automation, project management, and detailed reporting, which are essential for businesses looking to streamline their operations. Insightly CRM is particularly beneficial for small to medium-sized businesses that need a reliable system to track customer interactions and improve team collaboration. Its user-friendly interface and integration capabilities make it a popular choice for businesses aiming to enhance their customer engagement and operational efficiency.
Pros and Cons of Freshsales vs Insightly CRM
Pros & Cons of Freshsales
- Freshsales offers sophisticated lead scoring features that help sales teams prioritize leads effectively, ensuring that the most promising prospects are given the attention they deserve.
- With Freshsales, you can track email interactions in detail, allowing you to see when emails are opened and clicked, providing valuable insights into customer engagement.
- Freshsales provides powerful automation tools that streamline workflows, saving time and increasing productivity for sales teams by automating repetitive tasks.
- While Freshsales excels in sales functionalities, its project management features are limited, making it less suitable for businesses that need comprehensive project management tools.
- Freshsales offers a wide range of features, which can be overwhelming for new users, requiring a steeper learning curve to fully utilize its capabilities.
Pros & Cons of Insightly CRM
- Insightly CRM excels in project management, offering tools that help businesses manage projects alongside customer relationships, making it ideal for project-focused teams.
- Insightly CRM provides a straightforward and intuitive interface, making it easy for users to navigate and manage their tasks efficiently without a steep learning curve.
- Insightly CRM offers competitive pricing plans, making it an attractive option for small to medium-sized businesses looking for a cost-effective CRM solution.
- While Insightly CRM offers lead scoring, it may not be as advanced as other CRM solutions, potentially limiting its effectiveness for sales-driven businesses.
- Insightly CRM provides basic email tracking features, but it may not offer the same level of detailed insights as other CRM tools, which could impact customer engagement strategies.
Freshsales vs Insightly CRM: At A Glance
Freshsales vs Insightly CRM: A Detailed Breakdown of Key Features
Lead Scoring
Lead scoring is a critical feature for sales teams, and Freshsales excels in this area with its advanced algorithms that help prioritize leads effectively. Insightly CRM also offers lead scoring, but it may not be as sophisticated as Freshsales. If your sales strategy heavily relies on lead prioritization, Freshsales is likely the better choice.
Email Tracking
Email tracking is essential for monitoring customer interactions. Freshsales provides detailed email tracking features that allow you to see when emails are opened and clicked. Insightly CRM also offers email tracking, but Freshsales provides more comprehensive insights. If email tracking is a priority, Freshsales might be the better option.
Workflow Automation
Workflow automation can significantly enhance productivity, and both Freshsales and Insightly CRM offer robust automation features. Freshsales allows for complex automation sequences, while Insightly CRM provides straightforward automation tools. If your business requires advanced automation capabilities, Freshsales might be more suitable.
Project Management
Project management is a standout feature of Insightly CRM, making it ideal for businesses that need to manage projects alongside customer relationships. Freshsales offers basic project management features, but Insightly CRM provides a more comprehensive solution. If project management is a key requirement, Insightly CRM is the better choice.
Reporting and Analytics
Reporting and analytics are crucial for data-driven decision-making. Freshsales offers advanced reporting tools that provide deep insights into sales performance. Insightly CRM also provides reporting features, but Freshsales offers more detailed analytics. If in-depth reporting is important, Freshsales might be the better option.
Mobile Access
Mobile access is essential for teams on the go, and both Freshsales and Insightly CRM offer mobile apps. Freshsales provides a user-friendly mobile experience with access to key features. Insightly CRM also offers a robust mobile app, making it a tie in this category. If mobile access is crucial, both tools offer reliable solutions.
Pricing Comparison of Freshsales and Insightly CRM
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Freshsales and Insightly CRM. This comparison will highlight the best option for managing your customer relationships.
Freshsales Pricing Plans
- Utilize built-in phone and live chat for seamless communication.
- Access email templates to streamline customer interactions.
- Increase productivity with essential CRM tools.
- Designed for small teams of up to 3 users.
- Kanban View for Contacts, Accounts, and Deals.
- Built-in Chat, Email, & Phone for seamless communication.
- Custom Fields and Basic Workflows for tailored processes.
- Contextual Collaboration with Slack for team efficiency.
- Contact Scoring and Sales Emails by Freddy AI.
- Custom Sales Activities and Auto-assignment Rules.
- Territory Management and Multiple Sales Pipelines.
- Advanced Workflows and Custom Reports for detailed insights.
- Field-level Permissions and Custom Modules.
- Forecasting Insights and Workflows for Custom Modules.
- Sandbox environment for testing and development.
- Audit Logs for tracking changes and ensuring compliance.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Our Rating Methodology
We thoroughly evaluate each CRM tool, focusing on key factors like functionality, ease of use, and scalability. By analyzing user reviews and conducting in-depth testing, we ensure our recommendations meet diverse business needs. Each factor is weighted to provide a reliable final rating, helping you choose the best CRM solution.
Freshsales or Insightly CRM: Which One Matches Your Business Needs?
Choose Freshsales If You Need ...
- Advanced sales functionalities
If you are a business focused on optimizing sales processes, Freshsales offers advanced lead scoring and automation tools that can significantly enhance your sales team's efficiency and effectiveness.
- Comprehensive email tracking
If detailed insights into customer interactions are crucial for your business, Freshsales provides comprehensive email tracking features that allow you to monitor engagement and tailor your communication strategies.
Choose Insightly CRM If You Need ...
- Project management focus
If your business requires robust project management capabilities alongside CRM functionalities, Insightly CRM offers a comprehensive solution that can help you manage projects and customer relationships effectively.
- User-friendly interface
If ease of use is a top priority for your team, Insightly CRM provides a straightforward and intuitive interface that simplifies navigation and task management, making it ideal for businesses seeking a user-friendly CRM.
Frequently Asked Questions
Which CRM is better for sales-focused businesses?
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Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
