Software Alternatives & Reviews

Insightly VS Enerpize

Compare Insightly VS Enerpize 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

Enerpize logo Enerpize

Enerpize offers smart, industry-tailored solutions to solve the problems of small and medium businesses. We will help you access and manage your organization effectively.
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Enerpize Landing page
    Landing page //
    2023-09-03

All-in-one, cloud-based solution to manage your finance, accounting, sales, inventory, client relations, employees, operations, and more.

Insightly

$ Details
-
Platforms
-
Release Date
-

Enerpize

$ Details
freemium $14.95 / Monthly (Silver)
Platforms
Web Browser
Release Date
2020 January

Insightly features and specs

No features have been listed yet.

Enerpize features and specs

  • Expense & Income Tracking : Yes
  • Profit & Loss Report : Yes
  • Multiple tax settings : Yes
  • Cost centers : Yes
  • Chart of accounts : Yes
  • Ledger reports : Yes
  • Bank/ treasury accounts : Yes
  • Manual & Auto journals : Yes
  • Recurring expenses : Yes
  • Assets Management : Yes
  • Assets depreciation : Yes
  • Track your staff : Yes
  • Multi-currency: Yes
  • Pre-filled invoice template : Yes
  • Save items and products : Yes
  • Email templates : Yes
  • Invoice preview : Yes
  • Deposit payment : Yes
  • Automatic reminders : Yes
  • Attaching documents : Yes
  • Terms & Conditions : Yes
  • Subscription tracking : Yes
  • Create estimates instantly : Yes
  • Follow up your estimates : Yes
  • Email billing : Yes
  • Accept payment online : Yes
  • Accept payment offline : Yes
  • Deposits and partial payment : Yes
  • Face-to-face credit card : Yes
  • Invoice custom layout : Yes
  • Track stock : Yes
  • Barcode : Yes
  • Salespersons tracking : Yes
  • Reports : Yes
  • Support A4 and thermal printing : Yes
  • Shipping labels : Yes
  • Group prices : Yes
  • Easy returns and refunds : Yes
  • Multiple payment methods : Yes
  • Deposits and down payments : Yes
  • Receipts and invoices preview : Yes
  • Manual discounts : Yes
  • Sales order notes : Yes
  • Different taxes : Yes
  • Custom sales price : Yes
  • Orders history : Yes
  • Cash management : Yes
  • Customer profiles : Yes
  • Inventory management : Yes
  • Barcode scanner and printer : Yes
  • Sales reports : Yes
  • Product Report : Yes
  • Price Groups : Yes
  • Saved items and products : Yes
  • Custom fields : Yes
  • Activity log : Yes
  • Appointments and actions : Yes
  • Attach documents and forms : Yes
  • Attach invoices and expenses : Yes
  • Assign to staff members : Yes
  • Track work orders statues : Yes
  • Employees permissions : Yes
  • Real-time communication : Yes
  • Organizational structure : Yes
  • Payroll management : Yes
  • Employment types : Yes
  • Contracts management : Yes
  • Limitless products : Yes
  • Low stock notification : Yes
  • History of stock transactions : Yes
  • Average price calculations : Yes
  • Import & export : Yes
  • Multiple warehouse : Yes
  • Warehouse management : Yes
  • Warehouse permissions : Yes
  • Stock requisitions : Yes
  • Packing slips : Yes
  • Clients timeline : Yes
  • Clients statements : Yes
  • SMS: Yes
  • Contacts management : Yes
  • Clients Geolocations : Yes
  • Appointments and booking systems : Yes
  • Convert booking to invoice : Yes
  • Track your booking : Yes
  • Online service booking : Yes
  • Upfront payment for bookings : Yes
  • Set durations for each service : Yes
  • Confirmations via sms: Yes
  • Easy and simple dashboard : Yes
  • Branch-level scheduling : Yes

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

Enerpize videos

Incomes and expenses

More videos:

Category Popularity

0-100% (relative to Insightly and Enerpize)
CRM
99 99%
1% 1
ERP
0 0%
100% 100
Sales
100 100%
0% 0
CRM Platforms
100 100%
0% 0

User comments

Share your experience with using Insightly and Enerpize. 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 Insightly and Enerpize

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.

Enerpize Reviews

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

When comparing Insightly and Enerpize, 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.

MyVcrd.com - The Bio Link WebApp - Easily create a page for your business, virtual business card, short links, event links, QR codes, AI documents and images, track your visits and more.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Twoplusa Installment Management System - Installment Management software facilitate to manage cash/Installment sales, down payments, stock, recovery and outstanding details.

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.

Odoo - An all-integrated business app suite to unleash your growth potential.