Freshsales – the ideal Insightly alternative


How does Freshsales stack up against Insightly?
Let’s look at some facts.

Contact Management

Both Freshsales and Insightly have lead-to-contact and account conversion. But what Insightly lacks is the ability to reduce manual data entry—the pressing problem for most sales reps. With the auto profile enrichment feature, Freshsales automatically enriches lead, contact and account profiles with information from social.

Lead to contact & account conversion
Auto enrich profiles
Create sales territories
Lead assignment rules
Visual deal pipeline by stages
Lead Scoring

With a lot of leads in your CRM, your sales team should focus their time and effort on the promising ones. Freshsales intelligently surfaces your hot leads by scores based on their buying signals on your website, in app and email—the sophistication that Insightly lacks.

Score by lead property
Score by website, in-app and email behavior
Email Management

Freshsales email management has everything you need to seamlessly send emails from within the CRM. Whether it’s Gmail integration (or integration with other email clients), creating personalized email templates, scheduling bulk sales campaigns, tracking email open and click responses or surfacing emails that need your response, Freshsales has it all.

Conversation history view
Send sales campaigns
Emails awaiting response view
Shared inbox view of sales emails
Email tracking
Email templates & scheduling
Built-in Phone

With Freshsales's built-in phone, you don’t have to go through the hassle of integrating a phone system with your CRM anymore. You can buy phone numbers of various countries, assign them to sales reps and have them call your leads and contacts. What’s more, the call conversations are automatically logged and linked to the right lead/contact.

Built-in phone system
Auto-log conversations
Buy local/toll-free phone numbers
Behavior Analytics

Before calling prospects, your sales team needs context to build trust and rapport with the leads. Freshsales intelligently tracks every sales interaction, buyer’s journey and behavior on website and product, giving your sales reps the context for relevant conversations.

Track website visitors
Track web application events
Document Management

Freshsales lets you manage sales documentation (like price quotes, proposals, invoices, etc.) by creating a document repository and sharing files with your team.

Manage and share documents
Link documents from Google Drive, Dropbox

While both Insightly and Freshsales have reporting capabilities, the interface to create, share and export reports is a lot easier in Freshsales.

Create custom reports
Export reports in other format

Insightly does not provide support to customers on their free plan. You have to upgrade to a paying plan to get email support (no phone or chat support provided), which could be annoying when dealing with bigger issues (back and forth of emails). Freshsales provides free email, phone and chat support right from day one, for any plan.

Free email, phone and chat support

Note: Data as of 1st January 2017

Still not convinced?
Here are a few more reasons to switch

Integrated Email & Phone

Effectively engage with prospects using smart email insights and integrated telephony.

Event Tracking

Get in-depth customer insights and track your customer’s journey from end to end.

Lead Management

Get a 360° view of your customers. Identify and track promising leads to closure and effectively manage your sales pipeline with ease.

Smart Reporting

Get comprehensive visual reporting for smarter, informed decisions. Customize default reports, understand your sales results and grow your revenue.

Mobile CRM

Make more sales on the go. Access all your customer data at your fingertips with the Freshsales mobile app.

Seamless Integrations

Get the most out of your CRM experience with a host of powerful and seamless integrations.