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About

CallProof Mobile CRM automates mundane tasks so your sales team can focus on clients. CallProof Mobile CRM is a sophisticated web-based and mobile-capable Customer Relationship Management (CRM) solution with a host of features to organizes all facets of the sales process, from lead tracking to reporting. CallProof provides sales managers and representatives tracking and management tools to be successful. Call tracking features automatically report calls made to clients and prospects. CallProof Mobile CRM is your solution for endless data entry and reporting that take up the bulk of your time. Our sophisticated web-based and mobile-capable Customer Relationship Management (CRM) solution offer a host of features that organize all facets of the sales process, from lead tracking to reporting. CallProof provides sales managers and representatives with tracking and management tools to be successful.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales agents and businesses looking for a solution to increase sales and improve productivity

Audience

Organizations in any industry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$33.70 per month
Free Version
Free Trial

Pricing

$29.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.3 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CallProof
Founded: 2011
United States
callproof.com

Company Information

Insightly
Founded: 2010
United States
www.insightly.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
monday CRM

monday CRM

monday.com

Categories

Categories

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Healthcare CRM Features

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Integrations

FlowUp
Gmail
Microsoft Outlook
Aritic Desk
COZYROC SSIS+ Suite
Cognito Forms
Constant Contact Lead Gen & CRM
Delivra
HubSpot Operations Hub
Kindo
LinkedFusion
Ninja Forms
Refold
SSIS Integration Toolkit
Sales Cookie
SupportBee
SyncSmart
TrackingTime
Zoho RPA

Integrations

FlowUp
Gmail
Microsoft Outlook
Aritic Desk
COZYROC SSIS+ Suite
Cognito Forms
Constant Contact Lead Gen & CRM
Delivra
HubSpot Operations Hub
Kindo
LinkedFusion
Ninja Forms
Refold
SSIS Integration Toolkit
Sales Cookie
SupportBee
SyncSmart
TrackingTime
Zoho RPA
Claim CallProof and update features and information
Claim CallProof and update features and information
Claim Insightly and update features and information
Claim Insightly and update features and information