Insightly vs IXACT Contact
Last Updated:Our analysts compared Insightly vs IXACT Contact based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
IXACT Contact helps manage online presence, communications, active business and contact information. It’s an integrated solution that includes powerful email marketing and mobile-friendly agent websites. It helps real estate agents build strong customer relationships, deal with listings and manage active buyers at an affordable price. The vendor offers a five-week free trial.
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Product Assistance
Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Product Insights
- Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports.
- Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero.
- Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in.
- Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations.
- Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab.
- Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion.
- Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync.
- Develop Relationships: Nurture leads, stay on top of hot prospects’ minds and build loyal referral relationships with past clients. Set up automated reminders for birthdays and move-in anniversaries through a keep-in-touch dashboard. Send monthly e-newsletters, assign appropriate email marketing plans and stay in contact through keep-in-touch calls. Receive recommendations on the best prospects based on pipeline position and communication history.
- Achieve Goal: Set a gross commission goal and determine how many listing presentations and buyer sales are required to achieve the goal. Get referrals, meet new contacts and make calls and pop-bys by setting goals. Track progress with insightful charts and graphs to identify the key activities that drive success.
- Leverage Concierge Support Team: Simplify customer support and take advantage of the concierge team’s assistance with tasks like uploading contact lists and setting up monthly e-newsletters, establishing strategies to stay in touch with customers, and automating lead capture and nurturing, among others. Access unlimited phone, email and chat support, Monday through Friday, 9 a.m. to 8 p.m. EST.
- Strengthen Brand: Establish a strong brand presence using a robust and fully customizable marketing automation engine. It helps send automated birthday and move-in anniversary e-cards, customize monthly newsletters, and nurture leads through targeted marketing plans.
- Coordinate Teams: Ensure top-notch team performance and maximum client satisfaction by assigning listing and closing related tasks to the appropriate members, making everyone fully responsible and accountable.
- Integrate With Tech Stacks: Leverage integrations with Google Contacts and Calendar, Facebook Lead Ads, Apple Mac Apps, Outlook, Zapier, Zillow, Mailchimp, Constant Contact and more.
- Recruit Efficiently: Stay in touch and build strong relationships with recruiting prospects, leveraging contact management features such as enriched contact profiles, pipeline management, a keep-in-touch coach, a calendar and a task list with automated reminders. Additionally, track performance and set goals in a dashboard and check a full suite of reports.
- Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality.
- Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts.
- Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality.
- Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards.
- Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation.
- Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows.
- Online Personal Assistant: Serves as a personal assistant 24/7, helping in lead conversions, relationship management, staying updated and active business management and marketing automation.
- Contact Database: Organize all contact data together in an easily manageable database, upload data using a free concierge setup service and sync all the information through a mobile app using Google Sync.
- Mobile App: Respond to leads, stay in touch with key contacts and stay on top of the tasks and appointments from anywhere through a mobile app. Make calls, send emails or texts, take notes and create follow-up tasks with a few taps.
- Contact Intelligence: Build rich contact profiles that include referral history, phone numbers, email addresses, birthdays and move-in anniversaries, work and home addresses, details of their spouse or partner, children and other family members, communication history and mortgage and property details.
- Pipeline View: Take a glance at sales pipeline data through charts and visual graphs. Customize and prioritize data to focus on, and choose which widgets to pull into the dashboard. Monitor the pipeline health, see what’s happening and make quick and intelligent business decisions.
- Text Marketing: Send personalized “mass texts” to a targeted group of contacts. Respond to new leads instantly with a text auto-responder. All outgoing text messages and replies are automatically recorded in contact history, giving a 360-degree view of contact communications.
- Agent Website IDX: Create a professionally designed website that displays on mobile devices perfectly, captures leads automatically using targeted forms and supports a detailed blog section. Set up and launch agent websites quickly with an easy real estate website builder.
- Professional Design and Content: Choose from different designs and customize the content on each page. Change layouts, include images, embed video and select color themes. Also, add photos, logos, social media links and other brand elements.
- Lead Capture: Capture leads using forms for buyers, sellers, home evaluations and more. Auto-assign leads to nurture specific email campaigns and monthly e-newsletters. Stay ahead of competitors by receiving text or email notifications when leads come in.
- Device-Optimized: Create responsive and quick-loading websites to make them fit on any device or browser, catering to most consumers.
- Social Media Reach: Direct visitors to related social media accounts and promote sharing of listings and blog posts by integrating Facebook and Twitter feeds into the website.
- Add Listings: Integrate listings into the website. IDX Standard offers basic IDX features, while IDX Professional includes advanced features which help convert the website into a lead-generation machine.
- Social Stream: Get more views, likes, comments, shares and leads using subject matter for exclusive articles and videos from top-tier publications. Determine the frequency of content posting, avoid displaying competitors’ ads and automate content finding and streaming.
- Listing and Buyer Management: Handle all property and listing details and transactions professionally and efficiently. Upload transaction-related documents, assign listing and closing activity plans, generate service reports, track commissions, manage offers and get email reminders of important tasks and appointments.
- Lead Generation: Capture leads from any website or lead vendor, including Zillow. Receive text or email alerts, and auto-assign new leads to the right drip campaign.
- E-Newsletter: Implement a 100% mobile-friendly e-newsletter that features five interesting, fresh and professionally-written articles per month. To strengthen branding, customize any edition, use branded email headers and delete the provided articles to substitute personal ones.
- Personalized Mass Emailing: Reach out to prospects with timely information such as brokerage achievements and upcoming events through custom mass emails. Incorporate brand elements such as email header and signature, and leverage unlimited email distribution list or monthly volume.
- Reporting: Identify who’s interested in reading emails. For each mass email or e-newsletter, get notifications about and insights into who opens it, when they’re opening it and through what links.
- Automated Drip Campaign: Grab the attention of the top agents in a given area, attract new agents, recruit millennial agents and reach out to struggling agents through strategically written, automated email campaigns. Choose from over 125 prewritten emails and letters to deliver the right message to sellers, buyers, renters, expired listings, FSBOs and other groups. Use the templates or customize them according to preference.
Product Ranking
#12
among all
CRM Software
#175
among all
CRM Software
Analyst Rating Summary
we're gathering data
74
we're gathering data
81
we're gathering data
100
we're gathering data
Analyst Ratings for Functional Requirements Customize This Data Customize This Data
Insightly
IXACT Contact
+ Add Product
+ Add Product
Analyst Ratings for Technical Requirements Customize This Data Customize This Data
User Sentiment Summary
1732 reviews
141 reviews
Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.
IXACT Contact has a 'great' User Satisfaction Rating of 88% when considering 141 user reviews from 1 recognized software review sites.
4.6 (14)
n/a
4.1 (550)
n/a
4.0 (481)
4.42 (141)
4.6 (73)
n/a
4.0 (614)
n/a
Synopsis of User Ratings and Reviews
Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.
Get ready to "IXACTly" what you've been looking for in a CRM: IXACT Contact has been making waves in the real estate industry, and for good reason. Users consistently rave about its ease of use, praising the intuitive interface and straightforward navigation. This user-friendliness is a major draw, especially for those transitioning from other platforms or who may not be tech-savvy. But IXACT Contact isn't just a pretty face. It packs a punch with a comprehensive suite of features, including contact management, email marketing, and lead generation tools. Users particularly appreciate the automated keep-in-touch system, which helps them stay connected with clients and nurture leads without breaking a sweat. The platform also offers social media marketing tools and website integration, making it a one-stop shop for real estate professionals' marketing needs. While IXACT Contact receives high marks across the board, some users note that its customization options could be more robust. Additionally, the platform's focus on real estate means it may not be the best fit for businesses outside of that industry. However, for real estate agents and brokers looking for an affordable, easy-to-use CRM with powerful marketing automation features, IXACT Contact is a top contender. It's like having a personal assistant who handles all your client communication and marketing tasks, allowing you to focus on what you do best – closing deals.
Screenshots
Top Alternatives in CRM Software
Copper CRM
Creatio
Dynamics 365 Sales
Freshsales
HubSpot Sales
monday sales CRM
Nimble CRM
Oracle Sales Cloud
Pipedrive
Pipeliner CRM
Salesforce Sales Cloud
SAP Sales Cloud
Sugar Sell
Zendesk Sell
Zoho CRM
Related Categories
Head-to-Head Comparison
WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...
