Calldrip vs. Insightly Comparison


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About What is Calldrip and why should my sales organization use it? For more than 10 years Calldrip has been dedicated to helping businesses respond immediately to new inquiries. We've leveraged this experience to develop our suite of sales automation tools and have now deployed this technology to thousands of customers worldwide. By triggering a phone call between your sales team and your prospect while they're still on your website, were able to increase conversations by as much as 900%. The privately held, fast-growing company is based in Salt Lake City, UT. In todays Google Micro Moments world, business must engage with the prospect FAST. Calldrip ensures instant engagement and spotlights potential problems in the sales processes.	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 Not Supported iPad Not Supported Android Not 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 Companies of all sizes	Audience Organizations in any industry
Support Phone Support Supported 24/7 Live Support Not 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 $99.00/month/user Plans are tiered with the number of agents you have on a team. Fundamental features with each package include Rapid Response, call recording, and phone support. Our no-contract pricing plans are flexible to meet any company's needs. Free Version Not Supported Free Trial Not 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 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	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 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 Calldrip United States www.calldrip.com	Company Information Insightly Founded: 2010 United States www.insightly.com
Alternatives ClientTether	Alternatives HubSpot CRM HubSpot
Pipedrive	Nutshell
Close	Copper
Weave	Pipedrive
800response View All	monday CRM monday.com View All
Categories Appointment Reminder Supported Appointment Scheduling Supported Artificial Intelligence Supported Business Intelligence Supported Call Recording Supported Call Tracking Supported Contact Management Supported Customer Engagement Supported Customer Experience Supported Customer Satisfaction Supported Customer Service Supported Healthcare CRM Supported Inside Sales Supported Lead Capture Supported Lead Management Supported Machine Learning Supported Marketing Analytics Supported Marketing Automation Supported Mobile App Analytics Supported Reporting Supported Reputation Management Supported Sales Force Automation Supported Speech Recognition 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
Contact Management Features Activity Management Not Supported Appointment Management Not Supported Contact Database Supported Contact History Supported Contact Import/Export Not Supported Customer Pipeline Not Supported Email Marketing Not Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Not Supported Social Media Integration Not Supported Healthcare CRM Features Audience Targeting Not Supported Campaign Management Not Supported Marketing Automation Supported Medical History Records Not Supported Patient Communications Supported Patient Management Not Supported Physician Management Not Supported Predictive Analytics Not Supported Lead Management Features Activity Tracking Supported Campaign Management Not Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Not Supported Lead Scoring Supported Lead Segmentation Not Supported Pipeline Management Not Supported Prospecting Tools Supported Source Tracking Supported Sales Force Automation Features Call Management Supported Campaign Management Not Supported Channel Management Not Supported Commission Management Not Supported Contact Management Not Supported Contract Management Not Supported Customer Database Supported Email Marketing Not Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Not Supported Performance Metrics Not Supported Proposal Generation Not Supported Referral Tracking Supported Sales Forecasting Not Supported Territory Management Not Supported Show More Features Appointment Reminder Features Appointment Scheduling Not Supported Calendar Management Supported Call Reminders Not Supported Email Reminders Supported Online Booking Supported Payment Reminders Not Supported Recurring Appointments Not Supported Rescheduling Not Supported SMS Messaging Supported Two-Way Messaging Supported Appointment Scheduling Features Appointment Reminders Supported Automated Scheduling Not Supported Calendar Sync Supported Client Database Supported Group Scheduling Not Supported Mobile Access Supported Multi-Location Not Supported Online Booking Supported Online Payments Supported Recurring Appointments Not Supported Room Booking Management Supported Artificial Intelligence Features Chatbot Not Supported For eCommerce Not Supported For Healthcare Not Supported For Sales Supported Image Recognition Not Supported Machine Learning Supported Multi-Language Not Supported Natural Language Processing Not Supported Predictive Analytics Not Supported Process/Workflow Automation Supported Rules-Based Automation Not Supported Virtual Personal Assistant (VPA) Supported Business Intelligence Features Ad Hoc Reports Supported Benchmarking Not Supported Budgeting & Forecasting Not Supported Dashboard Supported Data Analysis Supported Key Performance Indicators Supported Natural Language Generation (NLG) Not Supported Performance Metrics Supported Predictive Analytics Not Supported Profitability Analysis Not Supported Strategic Planning Not Supported Trend / Problem Indicators Supported Visual Analytics Supported Call Recording Features Archiving Not Supported Call Sharing Not Supported Distributed Call Recording Not Supported Event Triggered Recording Supported File Transfer Not Supported Instant Retrieval Supported On-Demand Recording Supported Recording Bookmarking Not Supported Scheduled Recording Not Supported Screen Activity Recording Not Supported Video Call Recording Not Supported Call Tracking Features Call Log Not Supported Call Recording Supported Call Routing Supported Caller Identification Not Supported Campaign Management Not Supported Conversion Tracking Supported CRM Supported IVR / Voice Recognition Not Supported Keyword Tracking Supported Customer Engagement Features Analytics Supported Churn Management Not Supported Communication Management Supported Community Management Not Supported Content Syndication Not Supported Feedback Collection Not Supported Gamification Not Supported Live Chat Not Supported Video Content Not Supported Customer Experience Features Action Management Not Supported Analytics Supported Customer Segmentation Not Supported Dashboard Not Supported Feedback Management Not Supported Knowledge Management Not Supported Multi-Channel Collection Not Supported Sentiment Analysis Not Supported Survey Management Not Supported Text Analysis Not Supported Trend Analysis Not Supported Customer Satisfaction Features 360 Degree Feedback Not Supported Analytics Supported Call Reporting Supported Complaint Monitoring Supported Feedback Collection Supported Survey Management Supported Customer Service Features Alerts / Escalation Supported Appointment Management Supported Call Center Management Not Supported Email Management Not Supported Knowledge Base Not Supported Live Chat Not Supported Performance Metrics Not Supported Queue Management Not Supported Self Service Portal Not Supported Social Media Integration Not Supported Surveys & Feedback Supported Virtual Assistant Not Supported Workflow Management Not Supported Inside Sales Features Auto-Dialing Supported Call List Management Not Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Lead Capture Features Business Card / Badge Scanning Not Supported Dashboard Supported Data Extraction Supported Lead Distribution Not Supported Lead Notifications Supported Lead Nurturing Not Supported Lead Qualification Not Supported Lead Scoring Not Supported Online Forms Supported Marketing Analytics Features A/B Testing Not Supported Campaign Management Not Supported Channel Attribution Not Supported Customer Journey Mapping Not Supported Dashboard Supported Performance Metrics Supported Predictive Analytics Not Supported ROI Tracking Not Supported Social Media Metrics Not Supported Website Analytics Supported Marketing Automation Features A/B Testing Not Supported Analytics / ROI Tracking Supported Artificial Intelligence Not Supported Content / Blogging Platform Not Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Supported Landing Pages / Web Forms Not Supported Lead Scoring Not Supported Sales Intelligence Supported Search Marketing Not Supported Segmentation Not Supported Social Marketing Not Supported Website Visitor Tracking Supported Mobile App Analytics Features A/B Testing Not Supported Channel Attribution Supported Cohort Analysis Not Supported Funnel Analysis Not Supported In-App Events Tracking Not Supported Push Notifications Not Supported Retention Tracking Not Supported Revenue Tracking Supported Uninstall Tracking Not Supported Reporting Features Customizable Dashboard Supported Data Source Connectors Not Supported Drag & Drop Not Supported Drill Down Not Supported Email Reports Not Supported Financial Reports Not Supported Forecasting Supported Marketing Reports Supported OLAP Not Supported Report Export Supported Sales Reports Not Supported Scheduled / Automated Reports Supported Reputation Management Features Campaign Management Not Supported Gamification Not Supported Response Management Supported Review Generation Supported Review Monitoring Supported Sentiment Analysis Not Supported Social Media Metrics Not Supported Social Media Monitoring Not Supported White Label Not Supported Speech Recognition Features Audio Capture Supported Automatic Form Fill Not Supported Automatic Transcription Supported Call Analysis Supported Concatenated Speech Not Supported Continuous Speech Not Supported Customizable Macros Not Supported Multi-Languages Supported Specialty Vocabularies Not Supported Speech-to-Text Analysis Supported Variable Frequency Not Supported Voice Recognition 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 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 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 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 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 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 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 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
Integrations Easyflow Supported Wufoo Supported Zapier Supported AnswerForce Not Supported Boss Insights Not Supported DirectIQ Not Supported FreeAgent Not Supported HoneyBook Not Supported Inigo Not Supported Leadberry Not Supported NeverBounce Not Supported Peaka Not Supported Retreaver Not Supported Sales Robots Not Supported Smily Not Supported Trello Not Supported VICIdial Not Supported Vervemail Not Supported Zoom Not Supported Show More Integrations View All 4 Integrations	Integrations Easyflow Supported Wufoo Supported Zapier Supported AnswerForce Supported Boss Insights Supported DirectIQ Supported FreeAgent Supported HoneyBook Supported Inigo Supported Leadberry Supported NeverBounce Supported Peaka Supported Retreaver Supported Sales Robots Supported Smily Supported Trello Supported VICIdial Supported Vervemail Supported Zoom Supported Show More Integrations View All 342 Integrations
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