Agile CRM vs. Insightly

CRM Resources Agile CRM vs. Insightly

Comparing two CRMs: Agile CRM vs. Insightly

When choosing between two fully-featured CRMs, you need to know which one has the features that work for you. We compare Agile and Insightly to help you find the perfect fit.

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With more businesses adapting to the changes in the modern digital economy, a CRM platform becomes essential. Agile CRM and Insightly are two software options that offer their clientele the tools to better engage with customers, automate processes, and enhance performance.

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Agile CRM vs. Insightly

Both Agile CRM and Insightly offer excellent basic functionality — simplifying the processes to effectively engage with customers. Both CRMs integrate marketing and sales in their platform. The difference is the other aspects of their integration: Agile CRM with services; Insightly, project management.

Launched in 2013, Agile CRM is designed to help businesses with their marketing, sales, and customer service, integrating these features in a single, easy-to-use platform. Agile CRM is best for small and mid-sized businesses, and it’s affordable.

Insightly is a modern CRM that integrates marketing, sales, and project management in one place. It lets you build relationships with customers as the foundation of the growth of your business. The company was founded in 2009 in Perth, Australia.

Read also: Insightly vs. Zoho: Which CRM is Best for Your Small Business?

Integrating marketing and sales

The integration of sales, marketing, and customer service in a CRM platform makes it easy to transition from one aspect of the business to the next, ensuring consistency of communication. Agile CRM does just that. It allows you to gather and analyze customer data to gain insights for more personalized engagement with your client. It helps turn customer relationships into closed deals.

Agile CRM features tools to monitor communications, track benchmarks, optimize email and digital marketing, gamify strategies to improve sales, and more. You can also connect to social media where many of your customers can be reached.

With Insightly, you can build attractive and engaging customer journeys that help your sales team grow your pipeline. It has a powerful marketing tool that integrates well with project management and sales. Integrating marketing and CRM in one platform lets you have control over customer data, understanding your customers’ needs to provide a better experience and make more deals.

Insightly provides a tracking tool to let you monitor communications and relevant customer information — email, phone calls, meetings, tasks, and campaigns. The tool automatically leads your sales agents to the right customer to follow up. It also features an email marketing tool where you can create and layout emails and newsletters with pre-built templates. Its drag-and-drop email builder helps you personalize your message.

Agile CRM’s service, Insightly’s project management

Connecting with customers is the heart of a CRM, and this is what Agile CRM offers. It enables your business to provide personalized service and continuously improve client relations. Agile CRM’s innovative help desk allows you to connect to your clients, resolve queries, and receive feedback. Its customer analytics provides you with the insights you need to understand your clients, so you can plan for the right strategies to engage them.

Insightly makes project management easy. With its automated workflow, you can do more tasks efficiently and faster, thus increase team productivity and enhance performance. It lets you manage projects, track benchmarks and milestones, integrate internal and external systems to streamline processes and deliver on time.

Building relationships with clients is crucial and that entails knowing, interacting, and engaging them better. Insightly provides the tools for you to link with your customers and gather information. Insightly builds and integrates business intelligence into the system. It lets you understand the complex processes of building customer relationships.

Third-party integrations

As a cloud-based SaaS service, Agile CRM modernizes what a CRM should be, combining analytics in its platform and allowing integration with other tools and third-party systems. It makes team collaboration easy and more flexible. Agile CRM’s integrations include Google Suite, TowerData, Facebook, Twitter, Zendesk, RingCentral, UserVoice, Twilio, LinkedIn, and more.

Combine your data with the tools and sync all your communication with Insightly. Its open API lets you connect to the tools and apps you’re already using. You can integrate with other tools and third-party platforms including Outlook, Office 365, Gmail, Google Drive, Xero, QuickBooks, Mailchimp, Slack, PandaDoc, Dropbox, SAP, Oracle, Zapier, and more.

Which one is better for your business?

If you need a CRM that provides a smooth integration of sales, marketing, and customer service, Agile CRM might be a good choice. Also, Agile CRM is affordable and specifically designed for small and mid-sized businesses.

Insightly, however, integrates sales and marketing with project management in its platform, simplifying processes to make your team more productive and creative in engaging with customers.

If you haven’t decided on a CRM platform yet, check out our Product Selection Tool. It streamlines your search making it easy, fast, and free of charge.

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CRM Resources Agile CRM vs. Insightly