Software Alternatives & Reviews

CompanyHub CRM VS Insightly

Compare CompanyHub CRM VS Insightly and see what are their differences

CompanyHub CRM logo CompanyHub CRM

Fully customizable Customer Relationship Management software for sales teams

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
  • CompanyHub CRM Landing page
    Landing page //
    2022-04-02

CompanyHub is a Fully Customizable CRM: Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do report on any table/field.

Email Automation

Salespeople spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC/copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a Gmail plugin to track any mail sent from Gmail.

Followup Suggestions

CompanyHub tracks your conversations with your leads. You can mark them as very hot /hot/cold/ warm in 1 click using hotness meter. Accordingly whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.

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

CompanyHub CRM videos

CompanyHub CRM Overview

More videos:

  • Review - CompanyHub CRM Overview
  • Tutorial - CompanyHub CRM - How to get Started! [Webinar]

Insightly videos

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 CompanyHub CRM and Insightly)
CRM
7 7%
93% 93
Sales
5 5%
95% 95
Communication
100 100%
0% 0
CRM Platforms
0 0%
100% 100

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Reviews

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

CompanyHub CRM Reviews

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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]
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,...
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.
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.

What are some alternatives?

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

TLDCRM - Total Lead Domination - An easy to use and affordable SaaS Platform for Insurance Agencies & Call Centers.

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.

Sage CRM - Sage CRM offers a customer relationship management solution that gives you the ability to connect with and understand your customers

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Kpi.com - All-in-one software for best-in-class companies

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.