Clientjoy

Clientjoy

5.0 out of 5 stars
Insightly

Insightly

4.3 out of 5 stars
Clientjoy Insightly

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Clientjoy:

About

Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.
Insightly:

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.
Clientjoy:

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
Insightly:

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
Clientjoy:

Audience

Marketing & Advertisement Agency, Consultant or Coach, Freelancer, Any Service Firm/Company/Agency
Insightly:

Audience

Organizations in any industry
Clientjoy:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported
Insightly:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Clientjoy:

API

Offers API Not Supported
Insightly:

API

Offers API Not Supported
Clientjoy:

Screenshots and Videos

Insightly:

Screenshots and Videos

Clientjoy:

Pricing

$149 one-time fee
Free Version Not Supported
Free Trial Not Supported
Insightly:

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
Clientjoy:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Insightly:

Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • I manage my client conversation, sent proposals, invoices cleared, and exchanged files in one single "view". The UI is very classy, their support is top-notch, and they continue to push useful updates. regularly. The cost is also quite reasonable as compared to the other alternatives.

Cons

  • The only thing I have to complain about is that the platform gets slow at times. There is nothing much I can think about complaining about Clientjoy.
Insightly:

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.
Clientjoy:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Insightly:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Clientjoy:

Company Information

Clientjoy
Founded: 2019
India
www.clientjoy.io
Insightly:

Company Information

Insightly
Founded: 2010
United States
www.insightly.com
Clientjoy:

Alternatives

Insightly:

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
4.6 out of 5 stars
Clientjoy:
Insightly:
Nutshell

Nutshell

4.6 out of 5 stars
Clientjoy:
Scoro

Scoro

4.0 out of 5 stars
Insightly:
Copper

Copper

5.0 out of 5 stars
Clientjoy:
Scope

Scope

The Virtu Group
Insightly:
Pipedrive

Pipedrive

4.7 out of 5 stars
Clientjoy:
Insightly:
monday CRM

monday CRM

monday.com
4.9 out of 5 stars
Clientjoy:

Categories

Advertising Agency Supported
CRM Supported
Sales Tracking Supported
Task Management Supported
Insightly:

Categories

Construction CRM Supported
Contact Management Supported
CRM Supported
Healthcare CRM Supported
Lead Management Supported
Project Management Supported
Sales Enablement Supported
Sales Forecasting Supported
Sales Tracking Supported
Task Management Supported
Clientjoy:

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Not Supported
Progress Tracking Not Supported
Recurring Tasks Not Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Not Supported
Task Scheduling Not Supported
Task Tracking Not Supported
Time Tracking Not Supported
To-Do List View Supported
Insightly:

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

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

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

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 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

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
Clientjoy:

Integrations

Stackreaction Supported
Stripe Supported
Wufoo Supported
Zapier Supported
5X Not Supported
BoomTown Not Supported
Business Card Reader Not Supported
CallPal Not Supported
Chat Metrics Not Supported
Debitoor Not Supported
Enzy Not Supported
Happy Grasshopper Not Supported
Insightly Marketing Not Supported
Kustomer Not Supported
LinkMatch Not Supported
Meltano Not Supported
Recurly Not Supported
Sales Cookie Not Supported
Saleshub Not Supported
Insightly:

Integrations

Stackreaction Supported
Stripe Supported
Wufoo Supported
Zapier Supported
5X Supported
BoomTown Supported
Business Card Reader Supported
CallPal Supported
Chat Metrics Supported
Debitoor Supported
Enzy Supported
Happy Grasshopper Supported
Insightly Marketing Supported
Kustomer Supported
LinkMatch Supported
Meltano Supported
Recurly Supported
Sales Cookie Supported
Saleshub Supported
Clientjoy:
Claim Clientjoy and update features and information
Claim Clientjoy and update features and information
Insightly:
Claim Insightly and update features and information
Claim Insightly and update features and information