Agile CRM vs. Insightly Comparison


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		Related Products Letsignit Letsignit is a centralized email signature management platform for organizations of all sizes. Create, assign, and manage signatures for all employees, standardize formats company-wide, and reduce manual requests with updates driven by directory data such as Active Directory. Designed for Microsoft 365 and Exchange environments and compatible with common email clients, it supports brand consistency and compliance while giving Marketing and Comms controlled access to run targeted banner campaigns. Hosted on Microsoft Azure and certified ISO 27001 and ISO 27018, Letsignit meets enterprise security requirements and keeps signature management simple at scale. 272 Ratings Visit Website WiseStamp WiseStamp is an award-winning, enterprise-grade email signature management solution designed to scale with the needs of market-leading organizations. Trusted by over 1.2 million customers worldwide, WiseStamp enables businesses to centrally create, manage, and deploy professional, on-brand email signatures effortlessly. WiseStamp turns every email into a powerful brand asset, enabling enterprises to maintain brand consistency, enhance engagement, and drive business impact at scale. WiseStamp also works seamlessly with all email platforms - no coding needed! Turn every email into an opportunity. Make it count. 734 Ratings Visit Website BrandMail BrandMail®, developed by BrandQuantum, is a software solution that seamlessly integrates with Microsoft Outlook to empower every employee in the organization to automatically create consistently branded emails via a single toolbar that provides access to brand standards and the latest pre-approved content. Develop email signatures in line with your brand specifications which look consistent, no matter which device or platform they are viewed on. Your signatures are tamper-proof and centrally managed. More importantly, users see their signatures, banners and surveys when they create, reply or forward emails. BrandMail does not reroute your emails via any external servers and does not append rules to your exchange environment. It works directly within Microsoft Outlook. Leverage every email as an opportunity to brand consistently and minimize the security risks associated with the tampering of HTML signatures. 328 Ratings Visit Website ActiveCampaign ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology 17,291 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Pipefy Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy. 593 Ratings Visit Website GetResponse GetResponse is a lifecycle automation platform for businesses that want to drive more consistent, repeatable revenue across the entire customer journey. We help you move customers from first touch to first purchase, repeat purchase, and reactivation - using email, SMS, push notifications, and lifecycle automation across every stage of the customer journey With built-in deliverability, behavioral triggers, and deep integrations, you can launch faster, reduce manual work, and turn your lifecycle into a predictable revenue system. No disconnected tools. No campaign chaos. Just one system designed to move customers forward. 1,798 Ratings Visit Website Knak Knak is the no-code platform that empowers self-sufficient marketing teams to create beautiful, on-brand emails and landing pages — without relying on developers or agencies. Built for speed and collaboration, Knak streamlines campaign production with modular templates, real-time editing, simple collaboration, and seamless integrations with leading MAPs like Adobe Marketo Engage, Salesforce Marketing Cloud, Oracle Eloqua, and more. Whether you're supporting global teams or launching fast-turn campaigns, Knak helps you go from brief to build in minutes—not weeks. Say goodbye to bottlenecks and hello to marketing agility. 169 Ratings Visit Website Serviceaide Serviceaide is a complete service management solution that can be implemented in weeks, not months, and intuitive to use. With low administration costs and quick implementation, you will see a real return on your investment. A flexible platform that works either on premise or in the cloud. Serviceaide is based on ITIL best practices and has been designed to be a comprehensive solution with all the components your team needs. You can choose the environment that best suits your technology, compliance, and infrastructure needs. Affordable and comprehensive, Serviceaide provides IT staff with the functions required to manage everything from ticketing to incident, change and asset management and more. Serviceaide includes a virtual agent, self-service portals and AI-based features to support analyst and end user productivity. Automate processes across technical workflows, services and business processes for business agility. 244 Ratings Visit Website Visual Visitor AI Sales Rep with Person-Level Website Identification Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. - 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. - Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly. 251 Ratings Visit Website
About All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.	About Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Small to mid-sized businesses that want to improve sales, marketing, and automation	Audience Organizations in any industry
Support Phone Support Not Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $8.99 per user per month Free Version Supported Free Trial Supported	Pricing $29.00/month/user Plus - $29 per user per month Professional -$49 per user per month Enterprise - $99 per user per month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 4.3 / 5 ease 4.2 / 5 features 4.4 / 5 design 4.1 / 5 support 3.8 / 5 Read all reviews	Reviews/Ratings Overall 4.3 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
Pros & Cons from Real Users Pros This software had the ability to be integrated with a lot of other software I was using at the time which was very beneficial. Agile CRM is user friendly and the price point works well for our small company, especially as we grow. Using the Agile CRM application we have developed a remarkable growth and optimal performance in sales and marketing of our service. It's management with our users is one of the most profitable advantages since we can establish contact with them through social networks, telephone, or text messaging to establish permanent contact and be decisive in our marketing strategies. Great value for what you pay with this software. Relatively easy to use. Does not require a lot of technical skill. Walk through tutorials for most of the functionality and use cases. Operating with this application can provide a formidable work experience within a company's marketing, sales and customer service development. In perspective, it has been very useful in sales follow-up, although its contact management functions are very complete. It has follow-up management through text messaging, social networks and calls that allow us to be in permanent contact with users. Cons Support left something to be desired. If something went wrong, it didn’t always have an easy resolution. AgileCRM does not have all of the marketing capabilities that we had with HubSpot, but for a fraction of the price we can make it work. The application in its description details that it has a database shared with other affiliated organizations, but the truth is that to access them and extract the contacts of potential customers must be done one by one; it does not offer a section of analysis of descriptions and sectorize potential new customers to offer them our service. Fully-loaded software. Can get lost with all the functionality which makes it easy to get side-tracked or trying to do too much. Although a database of pre-established customers is provided, the application does not offer a section that analyzes a database integration of potential customers, which hinders the goal of expansion through different communication channels and grow in terms of sales and marketing.	Pros & Cons from Real Users Pros Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments. The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members. Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running. Cons First few days of onboarding this platform seems complicated due to its UI. The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks. I think there could be more advanced features for a CRM.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Agile CRM Founded: 2012 United States agilecrm.com	Company Information Insightly Founded: 2010 United States www.insightly.com
Alternatives Act!	Alternatives HubSpot CRM HubSpot
Copper	Nutshell
Freshsales Freshworks	Copper
HubSpot CRM HubSpot	Pipedrive
HubSpot Customer Platform HubSpot View All	monday CRM monday.com View All
Categories Call Center Supported Call Tracking Supported Campaign Management Supported CRM Supported Customer Service Supported Customer Success Supported Email Management Supported Email Marketing Supported Email Signature Supported Email Tracking Supported Gamification Supported Help Desk Supported Lead Generation Supported Popup Builders Supported Project Management Supported Push Notifications Supported Sales Force Automation Supported SMS Marketing Supported Social Media Marketing Supported Social Media Monitoring Supported Task Management Supported Web Analytics Supported	Categories Business Management Supported Construction CRM Supported Contact Management Supported CRM Supported Healthcare CRM Supported Lead Management Supported Project Management Supported Sales Enablement Supported Sales Force Automation Supported Sales Forecasting Supported Sales Tracking Supported Task Management Supported
CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Not Supported Project Management Features Agile Methodologies Supported Budget Management Not Supported Client Portal Supported Collaboration Tools Not Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Not Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Not Supported Task Management Features Collaboration Supported Create Subtasks Supported Gamification Supported Gantt Charts Not Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported Show More Features Call Center Features Blended Call Center Supported Call Logging Supported Call Recording Supported Call Scripting Supported Campaign Management Supported Database Not Supported Escalation Management Supported Inbound Call Center Supported IVR / Voice Recognition Supported Manual Dialer Supported Outbound Call Center Supported Predictive Dialer Supported Progressive Dialer Supported Queue Management Not Supported Real-time Chat Supported Reporting/Analytics Supported Call Tracking Features Call Log Not Supported Call Recording Supported Call Routing Supported Caller Identification Supported Campaign Management Supported Conversion Tracking Supported CRM Supported IVR / Voice Recognition Supported Keyword Tracking Not Supported Campaign Management Features Channel Management Supported Contact Database Supported Email Marketing Supported Event Triggered Actions Supported Lead Management Supported Multi-Campaign Supported Customer Service Features Alerts / Escalation Supported Appointment Management Supported Call Center Management Not Supported Email Management Not Supported Knowledge Base Supported Live Chat Supported Performance Metrics Not Supported Queue Management Not Supported Self Service Portal Supported Social Media Integration Not Supported Surveys & Feedback Not Supported Virtual Assistant Not Supported Workflow Management Not Supported Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Not Supported Onboarding Supported Revenue Management Supported Usage Tracking / Analytics Supported Win / Loss Analysis Supported Email Management Features Data Recovery Not Supported Email Archiving Supported Email Deletion Not Supported Email Discovery Not Supported Email Monitoring Supported Email Recall Not Supported Queue Manager Supported Response Management Supported Routing Supported Shared Inboxes Supported Signature Management Supported Spam Blocker Supported Whitelisting / Blacklisting Supported Email Marketing Features A/B Testing Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Supported Customer Surveys Supported Drip Campaigns Supported Dynamic Content Supported Event Triggered Email Supported Image Library Supported Landing Pages/Web Forms Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Not Supported Template Management Supported WYSIWYG Email Editor Supported Email Signature Features Auto Update Not Supported Campaign Specific Signature Supported Content Creation Supported Image Management Supported Legal Disclaimer Supported Signature Management Supported Social Media Supported Templates Supported Email Tracking Features A/B Testing Supported Audience Segmentation Supported Campaign Management Supported Event-Based Notifications Supported Location Tracking Supported Team Management Supported Gamification Features Badge Management Not Supported Collaboration Tools Supported Contest Management Not Supported Feedback Management Not Supported For Call Centers Not Supported For Developers Not Supported For Education Not Supported For Onboarding Not Supported For Sales Supported Goal Setting / Tracking Not Supported Leaderboards / Activity Tracking Supported Performance Metrics Not Supported Rewards Management Not Supported Help Desk Features Alerts / Escalation Supported Automated Routing Supported Community Forums Supported Customizable Branding Supported Document Storage Supported Email Integration Supported Incident Management Supported Interaction Tracking Supported IT Asset Management Supported Knowledge Base Supported Known Issue Management Supported Live Chat Supported Multi-Channel Communication Supported Multiple Brands / Products Supported Network Monitoring Supported Real-time Chat Supported Self Service Portal Supported Service Level Agreement (SLA) Management Supported Ticket Management Supported Lead Generation Features Contact Discovery Supported Contact Import/Export Supported Lead Capture Supported Lead Database Integration Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Visitor Identification Supported Push Notifications Features A/B Testing Supported Analytics Supported Campaign Segmentation Supported Contextual Targeting Supported Device Targeting Supported Expiry Notifications Supported Geo Targeting Supported Mobile Notifications Supported Notification Scheduling Supported Visual Notifications Not Supported Web Notifications Supported SMS Marketing Features 2-Way Messaging Supported Artificial Intelligence Not Supported Contact Management Supported Mass Texting Not Supported Message Personalization Supported MMS Not Supported Mobile Coupons Supported Mobile Keywords Supported Polls / Voting Not Supported Reporting/Analytics Supported Scheduled Messaging Supported Shortcodes Not Supported Text-to-Win Not Supported Social Media Marketing Features Analytics Supported Automated Publishing Supported Contact Management Supported Content Management Supported Conversion Tracking Supported Customer Targeting Supported Keyword Filtering Supported Multi-Account Management Supported Post Scheduling Supported Social Media Monitoring Features Audience Segmentation Supported Competitive Analysis Supported Configurable Alerts Not Supported Customer Engagement Supported Dashboard Supported Impact Scoring Not Supported Influencer Tracking Supported Reputation Management Not Supported Sentiment Analysis Not Supported Trend Tracking Not Supported Web Analytics Features Campaign Management Supported Conversion Tracking Supported Form Analytics Not Supported Goal Tracking Supported Keyword Tracking Supported Multiple Site Management Supported Pageview Tracking Supported Referral Source Tracking Not Supported Site Search Tracking Not Supported Time on Site Tracking Supported User Interaction Tracking Supported	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Sales Force Automation Features Call Management Not Supported Campaign Management Not Supported Channel Management Not Supported Commission Management Supported Contact Management Supported Contract Management Not Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Task Management Features Collaboration Supported Create Subtasks Supported Gamification Supported Gantt Charts Not Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported Show More Features Business Management Features Billing & Invoicing Not Supported CRM Supported Employee Management Not Supported Financial Management Not Supported Inventory Management Not Supported Marketing Management Not Supported Order Management Not Supported Point of Sale (POS) Not Supported Project Management Not Supported Purchasing Not Supported Scheduling Not Supported Time & Expense Tracking Not Supported Training Management Not Supported Vendor Management Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Healthcare CRM Features Audience Targeting Not Supported Campaign Management Not Supported Marketing Automation Not Supported Medical History Records Not Supported Patient Communications Supported Patient Management Supported Physician Management Not Supported Predictive Analytics Supported Lead Management Features Activity Tracking Supported Campaign Management Not Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Not Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported Sales Forecasting Features Competitor Analysis Not Supported Correlation Analysis Not Supported Dashboard Supported Dynamic Modeling Supported Exception Reporting Not Supported Graphical Data Presentation Supported Modeling & Simulation Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Supported
Integrations APIANT Supported Axis LMS Supported Constant Contact Lead Gen & CRM Supported Desktop.com Supported HubSpot Data Hub Supported Lead411 Supported LeadsBridge Supported Mailchimp Supported Meltano Supported Membrane Supported Peaka Supported QuickBooks Online Supported Refold Supported RegFox Supported Retently Supported RingCentral RingCX Supported SaveMyLeads Supported Stripe Supported Visual Visitor Supported Workers by Delos Supported Show More Integrations View All 147 Integrations	Integrations APIANT Supported Axis LMS Supported Constant Contact Lead Gen & CRM Supported Desktop.com Supported HubSpot Data Hub Supported Lead411 Supported LeadsBridge Supported Mailchimp Supported Meltano Supported Membrane Supported Peaka Supported QuickBooks Online Supported Refold Supported RegFox Supported Retently Supported RingCentral RingCX Supported SaveMyLeads Supported Stripe Supported Visual Visitor Supported Workers by Delos Supported Show More Integrations View All 342 Integrations
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