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Certify VS Insightly

Compare Certify VS Insightly and see what are their differences

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Certify logo Certify

Travel and Expense Report Management Software

Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
  • Certify Landing page
    Landing page //
    2023-05-12
  • Insightly Landing page
    Landing page //
    2023-07-14

Certify videos

+ Add

Instructor Tutorial: Certify Reviewer

More videos:

  • Review - Certify Mobile: Overview
  • Review - Retroactive Certify for Benefits Notice 이메일을 받으셨다고요? 아주 간단합니다. 코멘트 반드시 꼭 봐 주세요.(4:02~4:16 소리가 깨집니다.)

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Category Popularity

0-100% (relative to Certify and Insightly)

Certify

Insightly

Expense Tracking
100 100%
Expense Tracking
0% 0
CRM
0 0%
CRM
100% 100
Accounting
100 100%
Accounting
0% 0
Sales
0 0%
Sales
100% 100

User comments

Share your experience with using Certify and Insightly. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Certify and Insightly

Certify Reviews

We have no reviews of Certify yet.
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Insightly Reviews

  1. Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

What are some alternatives?

When comparing Certify and Insightly, you can also consider the following products

Expensify - Import expenses directly from a credit card to create free expense reports quickly. Approve reports online and reimburse directly to a checking account with one click.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Concur - Automated travel and expense management - your employees, travel managers and finance, too.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Abacus - Expenses without the 'expense report'

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

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