Software Alternatives & Reviews

PlanGuru VS Insightly

Compare PlanGuru VS Insightly and see what are their differences

PlanGuru logo PlanGuru

PlanGuru is business budgeting, forecasting, and performance review software designed to help companies and nonprofits make better decisions.

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
  • PlanGuru Landing page
    Landing page //
    2021-10-11
  • Insightly Landing page
    Landing page //
    2023-07-14

PlanGuru videos

PlanGuru Software Demo Review

More videos:

  • Review - PlanGuru Review - All-Brite Glass & Tint
  • Review - PlanGuru Review - Ramsden Industries Limited

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 PlanGuru and Insightly)
Business Planning
100 100%
0% 0
CRM
0 0%
100% 100
Business Plan
100 100%
0% 0
Sales
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 PlanGuru and Insightly

PlanGuru Reviews

The Top 7 Business Planning Software Tools for Startups
If all you need is a business plan, PlanGuru isn’t the product for you. However, their complete set of advanced business management features is highly-valuable to entrepreneurs who don’t already have their own means of accomplishing these tasks.
Use these 5 best business planning software to launch your business ideas
Features include budgeting and financial analytics, rolling forecasts, strategic planning, an integrated suite of PlanGuru apps that create intelligent analysis in less time with free educational resources, PlanGuru Launch to help you get off the ground and implement based on your time horizon and cost constraints, as well as the PlanGuru Analyst that builds and maintains...
The Best Business Plan Software of 2018
The 10 online business plan software solutions examined in this roundup—Atlas Business Solutions Ultimate Business Planner 5.0, Enloop, EquityNet, NetEkspert iPlanner.NET, OnePlace, Palo Alto Software LivePlan, PlanGuru, StratPad, Tarkenton GoSmallBiz, and The Business Plan Shop—each promise to help you construct a polished business plan, with all of the numbers and...
Source: au.pcmag.com

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 PlanGuru and Insightly, you can also consider the following products

Liveplan - LivePlan helps entrepreneurs and small-to-medium size business owners build dynamic business plans and track performance against their goals.

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.

Bizplan - Modern business planning for startups

Zoho CRM - Omnichannel CRM for Businesses of all sizes

IdeaBuddy - Innovative business planning software

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.