Contact & Sales Manager vs. Insightly Comparison


Contact & Sales Manager Accura Software	Insightly	+	+
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Trusted by 3,000+ businesses worldwide, Native Teams handles global hiring bureaucracy, allowing companies to scale globally with confidence. Our key services include: • Employer of Record (EOR): We act as the legal employer to handle contracts, payroll, taxes, and benefits in compliance with local laws • Gig Pay: A solution designed for businesses that want to pay gig workers quickly, securely and across borders • Entity Management: We support legal entity setup and ongoing compliance for businesses establishing operations abroad • Contractor Pay: Multi-currency payments and tax-compliant contractor management simplified on one platform • Contractor of Record: We manage contractor contracts and legal obligations to minimise risk • Relocation services: Assistance with work permits and visas; available with EOR plan 598 Ratings Visit Website Act! Act! 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About Repository of outside organizations including customers, sales prospects, vendors, and other entities. Maintain individual contacts within each entity. Schedule and track all activities related to each contact. Management of all sales opportunities with current customers and prospects. Entity records which are organizations or companies with which some form of communications has been established. Entities can be existing customers, prospective customers, existing vendors, prospective vendors, or any organization with which communications need to be maintained. Track each sales opportunity to be able to analyze and efficiently report on the sales process for each salesperson and across the entire company. Maintain information on the source of the leads which are being pursued to determine the areas where marketing funds should be allocated. Track the current status of each opportunity such as expected close date.	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 representatives and companies looking for a solution to manage sales, costumers and operations	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 View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. 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 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
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Accura Software Founded: 1994 United States www.accurasoft.com/comp_contact_manager.htm	Company Information Insightly Founded: 2010 United States www.insightly.com
Alternatives Xapsys CRM Xapsys	Alternatives HubSpot CRM HubSpot
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SalesJunction	Copper
Calldrip	Pipedrive
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Categories Contact Management Sales Force Automation	Categories Business Management Construction CRM Contact Management CRM Healthcare CRM Lead Management Project Management Sales Enablement Sales Force Automation Sales Forecasting Sales Tracking Task 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	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 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 Show More Features 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 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 Accent Technologies Business Card Reader Chargebee Contractbook Cyclr GA Connector Gust Joomag Leadoo OnceHub Quotient Routee Runrun.it SSIS Integration Toolkit Smily Unifonic Wufoo Zoho Analytics bvoip Show More Integrations View All 2 Integrations	Integrations Accent Technologies Business Card Reader Chargebee Contractbook Cyclr GA Connector Gust Joomag Leadoo OnceHub Quotient Routee Runrun.it SSIS Integration Toolkit Smily Unifonic Wufoo Zoho Analytics bvoip Show More Integrations View All 333 Integrations
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