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Insightly VS Whiteboard Mortgage CRM

Compare Insightly VS Whiteboard Mortgage CRM 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

Whiteboard Mortgage CRM logo Whiteboard Mortgage CRM

Get Top Producer results with Whiteboard Mortgage CRM. Pre-loaded out-of-the-box solution. Go from spreadsheets to pipeline lead tracking.
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Whiteboard Mortgage CRM Landing page
    Landing page //
    2023-05-25

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

Whiteboard Mortgage CRM videos

+ Add

Whiteboard Mortgage CRM - What is Whiteboard?

More videos:

  • Review - Getting Started With Whiteboard Mortgage CRM - Session 1
  • Review - What is Whiteboard Mortgage CRM?

Category Popularity

0-100% (relative to Insightly and Whiteboard Mortgage CRM)

Insightly

Whiteboard Mortgage CRM

CRM
98 98%
CRM
2% 2
Sales
99 99%
Sales
1% 1
Loan Management
0 0%
Loan Management
100% 100
CRM Platforms
100 100%
CRM Platforms
0% 0

User comments

Share your experience with using Insightly and Whiteboard Mortgage CRM. 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 Whiteboard Mortgage CRM

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

Whiteboard Mortgage CRM Reviews

We have no reviews of Whiteboard Mortgage CRM yet.
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What are some alternatives?

When comparing Insightly and Whiteboard Mortgage CRM, 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.

Jungo - CRM for Loan Officers

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Surefire CRM - Close More Loans & Build your Pipeline with Surefire CRM. Enterprise Marketing Automation & Compliance, Award Winning Content, Email, Text, Phone & Print

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.

Shape Software - Shape CRM helps you manage your business on one easy to use platform.

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