Software Alternatives & Reviews

Tapdesk.io VS Insightly

Compare Tapdesk.io VS Insightly and see what are their differences

Tapdesk.io logo Tapdesk.io

Advanced all-in-one sales and customer management tool for businesses

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
  • Tapdesk.io Landing page
    Landing page //
    2021-09-29

Tapdesk CRM is an all-in-one sales management tool powered by proprietary AI. It features a lead search genius and suite of tools that help sales agents find and nurture prospects, connect with customers, organize sales pipeline, close deals, and deliver results in half the time.

  • Insightly Landing page
    Landing page //
    2023-07-14

Tapdesk.io

Website
tapdesk.io
$ Details
paid Free Trial $19.99 / Monthly (per user)
Platforms
Web
Release Date
2019 February

Insightly

$ Details
-
Platforms
-
Release Date
-

Tapdesk.io features and specs

  • Lead Generation: Tapdesk provides an elaborate search engine for finding leads and top influencers for your business and products. By providing four different ways to search, Tapdesk provides an unlimited way to find customers and clients most relevant to your business. You can search for businesses and individuals, or simply enter a keyword for all related leads.
  • Contact management: Contacts provides a very efficient way for managing your clients and contacts while eliminating the need for a secondary contact manager. Contacts are arranged alphabetically, easily searchable and include personal and important details about the people that matter most to your business. You can easily add a contact to a pipeline, create, schedule, and share activities with them, or broadcast an email campaign to all your clients.
  • Pipeline management: Pipelines provides an organized library for managing your sales process. Our pipeline design is entirely based on marketing principles and proven sales concepts.
  • Email campaign: Tapdesk includes tools that let you design and send out impressive bulk email campaigns to your customers. You also get full details on the performance of your campaign including the ability to see click and open rates and also see who exactly clicked or opened your campaign. Audiences can be retargeted based on interaction with your campaign.
  • Dashboards: A dashboard summarizes your workspace in an organized and priority manner. You can quickly see upcoming activities, review tasks, view all reminders for the day, and perform quick actions.
  • Calendar and Scheduler: Schedule calls, demos, and meetings with your prospects without back and forth emails. Manage events in your calendar like a pro.
  • App Center: Tapdesk is built to allow integrations from different applications you use or intend to use. This allows Tapdesk to import data from third-party applications, share or sync data with them, and extend the capabilities of your workspace by combining our technology with the functions of external applications.
  • Admin Tools: For accounts with multiple users, Tapdesk is equipped to help you manage your workspace effortlessly. From adding users to managing the resources in your company, you remain in control and maximize the productivity of the users in your workspace.

Insightly features and specs

No features have been listed yet.

Tapdesk.io videos

Meet Tapdesk CRM

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 Tapdesk.io and Insightly)
Sales
1 1%
99% 99
CRM
1 1%
99% 99
Sales Workflow
2 2%
98% 98
CRM Platforms
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 Tapdesk.io and Insightly

Tapdesk.io Reviews

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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 Tapdesk.io and Insightly, you can also consider the following products

Vtiger One - Customer Relationship Management Software

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.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

HubSpot - Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.

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.

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