Freddy AI for CX
AI-powered CX automation suite to deliver effortless customer experiences.
By Use Case
Analyze aspects like email management, sales campaigns, lead scoring, support, and more
When it comes to managing your leads, contacts, accounts, and deals, both Freshsales and Insightly hit the mark. But, Freshsales stands out by giving you unlimited users and unlimited record storage. Freshsales 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.
Both Freshsales and Insightly have an email management system. But, when it comes to seamless communication and feature capabilities, Insightly has limitations. Freshsales, 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, Freshsales has it.
Although Freshsales and Insightly have phone functionalities — Freshcaller and Insightly Voice respectively — Freshsales 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 Freshsales allows you to choose and buy local and toll-free numbers from over 50 countries, helping you establish a local presence.
Freshsales’ 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 Freshsales.
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.
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. Freshsales 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.
While both Freshsales and Insightly allow you to create reports and dashboards, Freshsales gives you the flexibility to create reports using data across all modules and schedule it to be sent to your inbox at regular intervals.
Email, phone, and chat support are free in Freshsales from day one, while they come with a price tag in Insightly.
Note: Data as of 1st January 2019
“Over time, Insightly seemed like a basic contact management system, and it didn’t offer much to improve our sales practice. After a while, we practically used it as nothing more than a database. We didn’t really know all the features we needed until we discovered Freshsales. So many new and beneficial features, like email tracking and lead scoring (which was entirely new and fascinating). The bulk editing within the application is a huge time-saver for our campaigns.”
“For a business like ours with an anticipated high-velocity sales, you only want to make a sales CRM decision once. We explored multiple CRMs before choosing Freshsales. Pipedrive had limited capabilities; we weren’t able to easily track our customer journey end-to-end and spot our best leads. Salesforce was way too complex in addition to being expensive. With Freshsales, the interface is straightforward, we get deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one hassle-free package.”
“With Freshsales reporting features, we’ve cut down the time taken to generate reports by 60%. Using the sales CRM, we’re able to generate reports anytime and summarize information 10X faster than before. This has immensely improved our productivity. The deal pipeline in Freshsales is also extremely advantageous. Its quick access features—sort, filter, drag and drop, phone, email, tasks—are helping us close deals faster.”
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