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Why Freshworks CRM is a better alternative to Insightly

Scalable

Start with a small plan and move up seamlessly as your business grows.

Affordable

Get access to the right features that suit your business at an economical price. 

Reliable

Get free, 24/5 support over phone, chat, and email, regardless of the plan.

Commendation from our customers

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FEATURE COMPARISON

4 reasons why Freshworks CRM is the best
alternative to Insightly

Kickstart your business with a free unlimited plan

Both Freshworks CRM and Insightly offer a freemium plan, but Freshworks CRM’s free CRM beats the competition. Here’s why: Freshworks CRM gives you unlimited users, unlimited records, and unlimited support. So if you’re a startup with more than two users, Insightly will limit your capabilities. With the Freshworks CRM free plan, you have access to features like lead scoring, integration with Freshdesk, Freshconnect and more features to grow your business. You have the option to switch to a higher plan as your business scales, and you can do this without losing your data.  

Boost your team’s productivity with automations

 

Sales prospecting is one of the activities that eat up the majority of a sales rep’s time. And with Freshworks CRM, you can automate this outreach process. The CRM allows you to design sales cadences—email sequences, call reminders, and follow-up tasks—and execute drip or sales campaigns. Insightly requires integration with a  third-party tool to achieve this. In fact, Freshworks CRM allows you to set up campaigns based on the recipient’s behavior. For example, you can setup onboarding email campaigns based on the prospect’s actions on your product or service. Or, create a campaign to set automatic call reminders for those who expressed interest. With Freshworks CRM sales campaigns, you can stay on top of your follow-ups, tasks and appointments.

Sales Sequence

Built-in phone and email save you money

Sales reps call and send emails to leads day in and day out. And a CRM with telephony and email capabilities is not only handy but also a powerful feature as it gives you context about past interactions. With  Freshworks CRM's built-in phone, your calls are not only automatically logged into the CRM, but you can also record, mask, transfer, and send voicemails. With Email management, your sales reps can enjoy 2-way email sync between Freshworks CRM and their inbox, and vice versa. Real-time email open and click alerts helps your sales reps get in touch with prospects at the right time. Insightly does not have a built-in phone, nor does it have advanced email management features. To make calls, you need to integrate it with a third-party phone app, at an extra cost.

 

Get context at every step of the buyer's journey

One of the top challenges for most B2B sales reps is the quantity and quality of the leads. Why? Because they don’t have a lead scoring system. Freshworks CRM helps your sales reps identify your sales-ready leads with its built-in AI-powered lead scoring feature. This feature scores leads based on their property ( job title, location)and interactions with your company (pricing page visits, feature adoption, email replies, etc.). It also shows the activities that got them the score, which gives your sales reps context at every point in the prospect’s buying journey. Although Insightly ranks leads by property, it lacks the capability to score leads by their behavior and interactions.

How Freshworks CRM stacks up against Insightly

Record Management

When it comes to managing your leads, contacts, accounts, and deals, both Freshworks CRM and Insightly hit the mark. But, Freshworks CRM stands out by giving you unlimited users and unlimited record storage.  Freshworks CRM also gives you the flexibility to customize your existing modules by renaming them to suit your business-specific terminology. You may refer to contacts as customers or accounts as company. This feature removes confusion among sales teams and helps you work more efficiently. Insightly lacks the ability to customize default modules, although it does have the capability to add new modules to the system.

COMPARISON
Manage leads, contacts, accounts, and deals
Unlimited record storage
Renaming existing module
Filters and custom views

Email Management

Both Freshworks CRM and Insightly have an email management system. But, when it comes to seamless communication and feature capabilities, Insightly has limitations. Freshworks CRM, on the other hand, has everything you need to seamlessly send emails from within the CRM. Whether it’s Gmail integration (or integration with other email clients like Outlook), 2-way email sync, creating unlimited email templates, scheduling bulk emails, tracking email opens and clicks, real-time email alerts, creating sales campaigns—you name it, Freshworks CRM has it.

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COMPARISON
Send sales campaigns
View into emails awaiting a response
Real-time email alerts
Track and schedule emails
Personalized email template
View shared inbox for sales emails

Phone

Although Freshworks CRM and Insightly have phone functionalities — Freshcaller and Insightly Voice respectively — Freshworks CRM stands out in two key features: buying local numbers and call masking. 

In Insightly, your reps will have to connect with an existing number while Freshworks CRM allows you to choose and buy local and toll-free numbers from over 50 countries, helping you establish a local presence.  

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COMPARISON
Phone system
Auto log call
Call recording and transfer
Buy local numbers
Voicemail recording
Call forwarding
Call masking

Lead Scoring

Freshworks CRM’s AI-based lead scoring allows you to categorize your leads into hot, warm, and cold. Assign scores by adding and subtracting points based on the lead’s interaction with your company—their behavior on your website, in-app, and email. Give your sales reps the means to focus their time and efforts to pursue the right leads using lead scoring in Freshworks CRM.

Insightly allows you to rate leads between 0-5 using the lead property and can be achieved through workflows. However, it does not have the capability to score leads by behavior and categorize leads into different buckets.  

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COMPARISON
Score by lead property
Score by website, in-app and email behaviour

Behavior Analytics

Context before conversation allows for a more meaningful engagement with prospects during their buying journey—what pages on your website interested them, how are they using your app, did they open your email, etc. Freshworks CRM tracks your user’s behavior starting from their first touchpoint. You can see the pages they visited, how many times they did so, and what content they downloaded. It also offers the option to track user activities in your web app. Insightly lacks the ability to give context on customer behavior.

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COMPARISON
Track website visitors
Track web application events

Analytics

While both Freshworks CRM and Insightly allow you to create reports and dashboards, Freshworks CRM gives you the flexibility to create reports using data across all modules and schedule it to be sent to your inbox at regular intervals.  

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COMPARISON
Standard reports
Custom reports
Cross module reporting
Standard dashboard
Custom dashboard

Support

Email, phone, and chat support are free in Freshworks CRM from day one, while they come with a price tag in Insightly.

COMPARISON
Free email, phone and chat support

                           Data as of 1st January, 2019

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Freshworks CRM has helped our customers achieve

Over 40,000 happy customers use our CRM software