Software Alternatives & Reviews

Zapflow VS Insightly

Compare Zapflow VS Insightly and see what are their differences

Zapflow logo Zapflow

Zapflow is a cloud-based tool for professional investors to manage their deal flows​.

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
  • Zapflow Landing page
    Landing page //
    2022-07-24

Zapflow stands as an all-inclusive software solution designed for investing teams. Tailored for alternative investment professionals, it streamlines processes from deal flow, portfolio, and fund management to CRM and LP/ESG reporting. This highly customizable platform adapts seamlessly to the unique needs of businesses, be it in private equity, venture capital, family offices, or corporate VC. Launched in 2016, Zapflow addresses common issues found in fragmented software solutions for investment teams, providing a comprehensive and united approach.

Zapflow is cloud-based productivity tool designed for professional investors to manage their deal flow. We save many hours for you every month, help you make better investment decisions and help you improve your daily operations.

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

Zapflow videos

Creating deals in Zapflow

More videos:

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 Zapflow and Insightly)
CRM
3 3%
97% 97
CRM Platforms
7 7%
93% 93
Sales
0 0%
100% 100
DealFlow
100 100%
0% 0

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Zapflow and Insightly

Zapflow 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.


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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...
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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]
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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,...
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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.
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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 Zapflow and Insightly, you can also consider the following products

Affinity - Relationship Intelligence, Reimagined

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.

4Degrees.ai - Automatically track your relationships & deals with actionable intelligence to help you move them forward.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

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.