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Insightly VS Engage CRM PRO

Compare Insightly VS Engage CRM PRO and see what are their differences

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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

Engage CRM PRO logo Engage CRM PRO

The Ultimate CRM Platform for Distributors
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Engage CRM PRO Landing page
    Landing page //
    2023-09-09

Engage CRM- a comprehensive set of solutions catering to distributors that work together to automate your business functions and make them more efficient.

Here’s are the tools we’ve built exclusively for distributors: ●Customer Relationship Management (CRM): An intuitive tool to help you manage your lead funnel, analysis sales, tracking territory-wise coverage and forecasting upselling opportunities to stay ahead of the competition. ●Service Operations: A simple tool to help you manage your customer service operations through automated installation service allocation, service history recording and issue management and resolution. ●Enterprise Resource Planning (ERP): An aid to help you out deal better with orders and payments through inventory management, order tracking and invoice management. ●Project Cost Management (PCM): A data-driven tool to ensure that you spend less, save time and get your projects executed better through real-time project execution monitoring and complete financial tracking. ●Business Insights: A PARD empowered analytics tool to help you get insights related to your business process, and make more informed decisions to grow faster.see less

Insightly

Website
insightly.com
Pricing URL
Official Insightly Pricing
$ Details
-
Platforms
-
Release Date
-
Edit details

Engage CRM PRO

Website
engagecrmpro.com
Pricing URL
Official Engage CRM PRO Pricing
$ Details
paid Free Trial
Platforms
Web Cloud
Release Date
2021 January
Edit details

Insightly features and specs

No features have been listed yet.

Engage CRM PRO features and specs

  • CRM: Funnel Management | Transactional Sales Analysis | Territory Coverage Tracking | Forecasting Upselling Opportunities
  • ERP: Order Management and Tracking | Inventory Management | Invoice Management | Credit and Collection Monitoring
  • SERVICE OPERATIONS: Systematic Installation Service Handling | Escalation Management | Entitlement Management | Visibility of Instrument Service History
  • Projects: Recording Project Quotation and Financial Summary | Project Baselining | Real-time Project Execution Monitoring | Complete Financial Tracking
  • BUSINESS INSIGHTS: PARD Real-Time Analysis | All-In-One Dashboard | Predictive Analysis | Automated Report Generation

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

Engage CRM PRO videos

+ Add

Engage CRM PRO presentation

Category Popularity

0-100% (relative to Insightly and Engage CRM PRO)

Insightly

Engage CRM PRO

CRM
99 99%
CRM
1% 1
Sales
100 100%
Sales
0% 0
ERP
0 0%
ERP
100% 100
CRM Platforms
100 100%
CRM Platforms
0% 0

User comments

Share your experience with using Insightly and Engage CRM PRO. 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 Engage CRM PRO

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

Engage CRM PRO Reviews

We have no reviews of Engage CRM PRO yet.
Be the first one to post

What are some alternatives?

When comparing Insightly and Engage CRM PRO, 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.

Prophet CRM - Avidian transforms Microsoft Outlook into a CRM Sales Teams Use. Contact management, Opportunity Management, Emails and Calendars. Free 30-day Trial.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Salesforce - CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.

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.

webCRM -  WebCRM is a software company based in Copenhagen, Denmark.

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