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Insightly vs SalesNow

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Our analysts compared Insightly vs SalesNow based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Insightly Software Tool
SalesNow Software Tool
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Product Basics

Analyst Rating

70 Detailed Analysis

User Sentiment

Great User Sentiment (1732 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

we're gathering data
( Reviews)
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.
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SalesNOW is a mobile and web-based platform that helps nurture customer relationships. Designed for sales and service reps, it helps increase management visibility, enhance the sales team’s effectiveness, optimize reporting and access visual reports. Customer service, lead management, its product database, consulting services and email integration are some of its notable strengths.
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$29/User, Monthly
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$19.95/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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Chromebook
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Product Assistance

Documentation
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Live Online
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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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. 
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  • Easy Implementation: Set up teams using multi-level team structure, determine security clearance for each individual and import data using custom utility or standard templates. The import tools help remove redundant records and share information about import progress, including which tools aren’t imported and why. 
  • Free Training: Free web-based training is available for team members. Resources include personalized web training for new hires and pre-recorded training sessions. 
  • Affordable: For a low price-per-user, its wide range of offerings include unlimited custom fields, 2 GB document storage, geolocation, advanced admin controls and in-depth sales insights. 
  • Improved Sales Performance: Provide a framework for collaborative sales efforts and improve productivity by eliminating redundancy, delays and confusion. Notify team members while assigning and sharing deals, tasks, cases and leads with them. 
  • Compact Lead Import: Gather leads from trade shows, purchased lists, seminars and web capture. Perform deduping to ensure clean data and perfect merging. Allocate the most promising leads to competent sales reps and track follow-up calls, activities and leads at every stage. 
  • Customized Services: The vendor offers customized consulting services according to modified requirements. An open REST API allows the consulting team or the development team to integrate the platform into both in-house and off-the-shelf apps. 
  • Loyal Customer Relationships: Resolve customer issues quickly and build profitable customer relationships and quality customer experiences. Ensure issues are resolved in a timely manner using escalations, automatic workflows, notifications, dashboards and reports. 
  • Improved Marketing Campaigns: Deploy campaigns and track their effectiveness directly from the platform and target particular market segments with specific campaigns. Monitor campaign responses closely and track ROI. 
  • End-to-End Lead Management: Efficiently manage leads from different sources by organizing and assigning them. Monitor all activities related to each lead to avoid redundancy and wasted efforts. Can also track and manage sales leads on mobile devices and capture leads from websites. 
  • Efficient Customer Management: Track client and prospect interactions in a centralized system. Monitor content, share important files with team members in real time, view the relationships between contacts and accounts, and leverage flexible modules like day planning, calendar integrations and custom activity records. 
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  • 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. 
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  • Cloud-Hosted: Accessible from any web browser as and when needed, it offers online data access and training, setup and user provisioning, nightly backups, database maintenance, flexible licensing and technical support through phone and email, along with automatic upgrades. 
  • Account Customization: Customize fields and modules to match business needs. Customize the default deal stages — qualified, unqualified, committed, differentiated and closed — and associated sales probabilities to fit existing processes. Add multiple revenue streams to track different products and quantities. 
  • Knowledge Base: Find quick and relevant answers to questions. Once cases are created and categorized, they’re assigned to support reps and managed through the predefined case workflow. Monitor cases using unique case numbers and look for red and yellow color-coded cases that aren’t closed within deadlines. 
  • Sales Management: Monitor sales pipelines, deal statuses and team members’ activities in a central place. Share deal and customer records with sales reps and assign tasks, calls or meetings to suitable candidates. Analyze sales data using specific attributes such as deal status, custom field data and type of sale. 
  • Automated Notifications: Automatically sends notifications for opening and closing cases to various groups. Templates are available in multiple languages to cater to different customer groups. 
  • Product Listing: Set product status to active or inactive, store standard fields such as price, quantity, dimensions and size, and associate products with different suppliers. 
  • Reports and Dashboards: Visual sales dashboards offer snapshots of team performance, while sales insights include reports on forecasts and individual members’ activities. Add customized dashboards to check sales funnels, receive real-time updates and get reports from custom fields. 
  • Email Integration: Integrations with major email clients such as Gmail and Outlook help gather relevant information about accounts, leads and deals. Connect email campaigns to leading marketing programs such as Constant Contact and AT&T Messaging Toolkit. Additionally, real-time chat functionality is available. 
  • Product Module: Get a 360-degree view of all products including associated suppliers, brochures and other documents. Search and organize solutions with up to three levels of categorization. 
  • Lead Conversion:  Convert leads into opportunities and get a glance of related information including meeting notes, emails, call notes, attachments and more from the deal records. Follow each deal to identify inactive leads and know about the time taken for follow-ups, number of converted leads and more. 
  • Quotes and Sales Orders: Create sales orders and quotes directly from deal records. Merge quote data with customer information to create official quotes, and then save those as attachments to deal records. 
  • Chat Support: Stay connected with customers using chat, communicate with team members in real time and gather valuable insights to collaborate on critical deals. Access old and new chat sessions from mobile. 
  • Mobile: Available on iOS, Android and Blackberry, it offers a lot of web features and native mobile functionalities. Allows direct integrations with the email, calendar, contacts, map and camera apps on various devices. Local data storage enables seamless offline work. 
  • Lead Source Tracking: Create a customized list of lead sources, link them to campaigns to track their success and get valuable insights into lead generation programs in real time. 
  • Custom Filters and Fields: Define custom fields within contact and account records to enter, find and sort relevant information. Narrow down searches using attributes such as industries, zip codes and more. 
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Product Ranking

#12

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#51

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Analyst Rating Summary

70
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
SalesNow
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 1732 reviews
we're gathering data
81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

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4.6 (14)
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4.1 (550)
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4.0 (481)
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4.6 (73)
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4.0 (614)
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Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
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Intuitive Interface: Users praise SalesNOW for its user-friendly design, making it easy to navigate and adapt to various business processes.
Customization: The software allows for tailoring to meet specific business needs, ensuring a personalized experience for users.
Affordability: SalesNOW is lauded for its cost-effectiveness, especially when compared to competitors, making it a budget-friendly choice for businesses.
Strong Customer Support: Users consistently highlight the responsiveness and helpfulness of the support team, contributing to a positive overall experience.
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Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
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Performance Issues: Users have reported occasional slow loading times which can hinder productivity.
Limited Business Card Scanning: The software's business card scanning feature has limitations, potentially requiring manual data entry.
Navigation Challenges: Some users find navigation within certain areas of the platform to be cumbersome and not intuitive.
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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.

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Users consistently applaud SalesNow for its user-friendly interface, making it a breeze to navigate and tailor to their specific needs, much like a well-organized toolbox that simplifies daily tasks. This ease of use, coupled with its affordability, positions SalesNow as a compelling choice for businesses seeking a practical CRM solution without breaking the bank. Users particularly appreciate the seamless integration options, allowing them to connect with existing tools and streamline their workflows. However, some users have expressed concerns about the email functionality, finding it less intuitive than desired, and the mobile experience on iPhones, which has been reported to be less polished compared to other platforms. A standout feature consistently highlighted in user reviews is SalesNow's exceptional customer support. Users rave about the responsive and helpful nature of the support team, who go above and beyond to assist with any queries or issues. This personalized touch sets SalesNow apart from competitors and provides users with peace of mind knowing that help is readily available. Overall, SalesNow emerges as an ideal CRM solution for small to medium-sized businesses looking for an intuitive, budget-friendly platform with stellar customer support. Its strengths lie in its simplicity, affordability, and exceptional support, making it a practical choice for businesses seeking a reliable CRM solution to enhance their sales processes.

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Screenshots

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