Software Alternatives, Accelerators & Startups

Insightly VS echofin

Compare Insightly VS echofin and see what are their differences

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

echofin logo echofin

Echofin helps communities grow, engage and monetize their following in ways no other platform has done so far.
  • Insightly Landing page
    Landing page //
    2023-07-14
  • echofin Landing page
    Landing page //
    2022-09-20

Echofin is a Chat-focused, community management platform for financial teams. They offer automated subscription management, integrated billing, dashboard with business analytics metrics and unlimited users/chatrooms/history.

Echofin also provides an integrated billing solution that offers superb monetization options for those skilled and knowledgeable enough to set up trading schools, academies and communities.

Insightly

$ Details
-
Platforms
-
Release Date
-

echofin

$ Details
paid Free Trial $49.0 / Monthly (Unlimited users/chatrooms/history, Branding, Billing)
Platforms
Browser iOS Android Windows Mac OSX Linux
Release Date
20218 January

Insightly features and specs

No features have been listed yet.

echofin features and specs

  • Subscriptions: Create pay-to-access chatrooms and content
  • Webinars & Meetings: Create webinars and meetings
  • Custom Branding: Use your own domain, logos, branding
  • Admin Dashboard: Dashboard with business analytics, complete user, content and subscriptions management
  • Private/Public chatrooms: Create unlimited public or private chatrooms
  • Market specific message formatting: Post signals and market alerts in a pre-structured format
  • Fine grained permissions and roles: Assign custom roles and permissions to team members

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

echofin videos

Echofin Platform

Category Popularity

0-100% (relative to Insightly and echofin)
CRM
100 100%
0% 0
Communication
0 0%
100% 100
Sales
100 100%
0% 0
Chat
0 0%
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 Insightly and echofin

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.

echofin Reviews

We have no reviews of echofin yet.
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What are some alternatives?

When comparing Insightly and echofin, 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.

MirrorFly - World's Most Scalable Voice, Video & Chat SDK for Small, Medium & Enterprises

Zoho CRM - Omnichannel CRM for Businesses of all sizes

chatwee - Group chat app for online communities. Used wherever visitor interaction and engagement are key to the site's functioning.

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.

Grove - Personalized financial planning for everyone