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ClinchPad VS Insightly

Compare ClinchPad VS Insightly and see what are their differences

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ClinchPad logo ClinchPad

An online sales CRM software, built for small teams that helps you track and organize leads through an easy to use visual interface

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
  • ClinchPad Landing page
    Landing page //
    2023-01-07
  • Insightly Landing page
    Landing page //
    2023-07-14

ClinchPad features and specs

  • User-Friendly Interface
    ClinchPad offers a clean and intuitive interface, making it easy for users to navigate and manage their sales processes efficiently.
  • Pipeline Management
    The tool provides effective pipeline management features, allowing users to track and manage leads through different stages of the sales process.
  • Customizable Workflows
    Users can tailor workflows and processes to fit their specific business needs, improving the alignment with their operational practices.
  • Affordable Pricing
    ClinchPad is relatively affordable compared to more comprehensive CRM solutions, making it suitable for small to medium-sized businesses.
  • Collaboration Features
    The platform offers collaboration features that enable team members to share updates and work together more effectively on sales tasks.

Possible disadvantages of ClinchPad

  • Limited Integrations
    ClinchPad offers fewer integrations with third-party applications compared to some leading CRM tools, which might limit connectivity and extensibility.
  • Basic Reporting
    The platform provides relatively basic reporting features, which may not meet the needs of users requiring advanced analytics and detailed insights.
  • Scalability
    ClinchPad might not be the best choice for very large organizations due to its limited scalability for handling more complex sales processes.
  • Feature Set
    While offering essential CRM functionalities, ClinchPad lacks some advanced features found in larger CRM platforms, such as deep automation capabilities.
  • Offline Access
    The tool does not support offline access, which could be a disadvantage for users who need to work without an internet connection.

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

Analysis of ClinchPad

Overall verdict

  • Overall, ClinchPad is a good choice for small businesses looking for a straightforward CRM solution. It is particularly advantageous for startups or smaller teams that prioritize simplicity and cost-effectiveness. However, for larger enterprises or businesses needing advanced CRM capabilities, ClinchPad might not provide the level of depth required.

Why this product is good

  • ClinchPad is a simple and user-friendly CRM designed for small to medium-sized businesses. It offers an intuitive interface, effective sales pipeline management, and affordable pricing. The platform focuses on essential CRM functionalities without overwhelming users with unnecessary features. ClinchPad emphasizes ease of use, making it suitable for teams that are transitioning from using spreadsheets to a more organized system.

Recommended for

  • Small businesses
  • Startups
  • Sales teams transitioning from spreadsheets
  • Organizations with basic CRM needs

ClinchPad videos

+ Add

Clinchpad Sales CRM

More videos:

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 ClinchPad and Insightly)

ClinchPad

Insightly

Sales
3 3%
Sales
97% 97
CRM
2 2%
CRM
98% 98
Sales Workflow
7 7%
Sales Workflow
93% 93
CRM Platforms
0 0%
CRM Platforms
100% 100

User comments

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Reviews

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

ClinchPad Reviews

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Insightly Reviews

  1. HeidLewis
    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 ClinchPad and Insightly, you can also consider the following products

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.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.

Clientjoy.io - Productivity OS for Agencies & Freelancers | All-in-one crm to Manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences.

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.

CiviCRM - A Constituent relationship management for the Civic Sector

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