ExxpertApps vs. Insightly Comparison


ExxpertApps Calvi Systems	Insightly	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products 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 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 Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. 1,714 Ratings Visit Website Axero Your organization is unique, so shouldn't your intranet be, too? Axero streamlines knowledge, communication, and collaboration in one digital hub tailored to how your teams actually work. Combining the speed of an out-of-the-box solution with the flexibility of a custom platform, you get a digital headquarters that feels 100% you. Maximize ROI through Customization: Configure workflows, structure, and design to match your specific organizational goals. Preserve IT Resources: Achieve granular control with the in-house experience without distracting your IT team from core projects. Hyper-Relevant Communication: From AI tools to role-based permissions, ensure employees only see the info they need to succeed. Seamless Integration: Connect your existing ecosystem with 500+ REST APIs and integrate with the tools you use today. Not one Axero intranet is the same and that's because every workplace is different. Increase productivity and efficiency with an intranet that works for you! 219 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website MyHub Intranet Software MyHub is a revolutionary cloud-based intranet solution that provides business various manuals and tools to streamline workflow. Built to be mobile, MyHub offers users the ability to connect and collaborate with entire teams or just a couple of members. With a combo of in-app options to have email, social media, and the tools needed to be efficient, projects move smoother through any processes you design. Admins can give their users the ability to Manage Content, a Discussion Board, File-Cloud-Sharing, and more. 66 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 Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 10,601 Ratings Visit Website ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 18,385 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
About With a single integrated application you can manage contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, online procurement, and much more. Your team will achieve higher levels of productivity by centralizing the information and files (but with selective access rights per user), by using specialized applications to do certain tasks (like mass mailings), and by easily coordinating projects with internal and external persons. Your company will be able to maintain the knowledge and experience inside by storing the key business processes in templates and by re-using this know-how in such a way that is continuously improved and updated. All your business data can be stored on our system adapting to your data model (number, type, and name of fields) without programming, just customizing the application with forms that you can create.	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 interested in a solution to make their team more productive	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 $50 per month 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 Calvi Systems Founded: 2007 Spain www.exxpertapps.com	Company Information Insightly Founded: 2010 United States www.insightly.com
Alternatives Bitrix24	Alternatives HubSpot CRM HubSpot
Asana	Nutshell
Go4Clients	Copper
HubSpot CRM HubSpot	Pipedrive
HubSpot Customer Platform HubSpot View All	monday CRM monday.com View All
Categories Billing and Invoicing Supported Campaign Management Supported Collaboration Supported Conference Supported CRM Supported Email Marketing Supported Event Management Supported Internal Communications Supported Knowledge Management Supported Landing Page Supported Meeting Supported Project Management Supported Sales Force Automation Supported Task Management 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 Not 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 Not Supported Task Management Supported Territory Management Not Supported Project Management Features Agile Methodologies Not Supported Budget Management Supported Client Portal Not Supported Collaboration Tools Not Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Not Supported Idea Management Not Supported Kanban Board Not Supported Milestone Tracking Supported Portfolio Management Not Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Not Supported Sales Force Automation Features Call Management Not Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Supported Territory Management Not Supported Task Management Features Collaboration Not Supported Create Subtasks Supported Gamification Not Supported Gantt Charts Not Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Not Supported Recurring Tasks Not Supported Reporting/Analytics Supported Spreadsheet View Not 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 Show More Features Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Not Supported Customizable Invoices Supported Dunning Management Not Supported Hourly Billing Supported Invoice History Not Supported Mobile Payments Not Supported Multi-Currency Supported Online Invoicing Supported Online Payments Supported Payment Processing Not Supported Project Billing Not Supported Recurring/Subscription Billing Not Supported Service Ticket Billing Not Supported Tax Calculator Not Supported Campaign Management Features Channel Management Not Supported Contact Database Supported Email Marketing Supported Event Triggered Actions Supported Lead Management Supported Multi-Campaign Supported Collaboration Features Brainstorming Not Supported Calendar Management Supported Chat / Messaging Not Supported Contact Management Supported Content Management Not Supported Document Management Supported Project Management Supported Real Time Editing Not Supported Task Management Supported Version Control Not Supported Video Conferencing Not Supported Conference Features Abstract Management Not Supported Attendee Management Supported Badge Management Supported Catering Management Not Supported Client Management Supported Registration Management Supported Social Promotion Not Supported Space / Room Setup Not Supported Speaker Management Supported Sponsorship Management Not Supported Surveys & Feedback Supported Ticketing Supported Email Marketing Features A/B Testing Not Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Supported Customer Surveys Supported Drip Campaigns Not Supported Dynamic Content Supported Event Triggered Email Supported Image Library Supported Landing Pages/Web Forms Supported Mailing List Management Supported Mobile Optimized Emails Not Supported Reporting/Analytics Supported Subscriber Management Not Supported Template Management Supported WYSIWYG Email Editor Supported Event Management Features Attendee Management Supported Badge Management Supported Conferences / Conventions Not Supported Exhibit / Vendor Management Not Supported Gamification Not Supported Room Block Management Not Supported Social Media Promotion Not Supported Sponsorship Management Not Supported Surveys & Feedback Supported Ticketing Supported Volunteer Management Not Supported Weddings / Parties Not Supported Internal Communications Features App Integration Not Supported Blogs Not Supported Chat/Messaging Supported Email Management Supported Employee Directory Supported Event Calendar Supported Newsletter Management Supported Photo Gallery Supported Social Sharing Not Supported Survey Management Supported Telephony Not Supported Video Chat Not Supported Voice Chat Not Supported Knowledge Management Features Artificial Intelligence (AI) Not Supported Cataloging / Categorization Not Supported Collaboration Supported Content Management Not Supported Decision Tree Not Supported Discussion Boards Not Supported Full Text Search Not Supported Knowledge Base Management Not Supported Self Service Portal Not Supported Landing Page Features A/B Testing Not Supported Analytics Not Supported Drag & Drop Supported Form Creation Supported Real Time Editing Supported Responsive Supported SEO Management Not Supported Templates Supported Meeting Features Action Item Tracking Supported Agenda Management Supported Attendee Management Supported Board Meetings Supported Committee Meetings Supported Internal Meetings Supported Invitation Management Supported Legislative Meetings Not Supported Materials Management Supported Meeting Feedback Not Supported Meeting Preparation Tools Supported Meeting Room Booking Supported Minutes Management Supported Post-Meeting Tools Supported Scheduling Supported Travel Management Not Supported Voting Management Not 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 Acuity Scheduling Not Supported Beam AI Not Supported ConnectWise PSA Not Supported FormKeep Not Supported Gravity Forms Not Supported Help Scout Not Supported Hippo Not Supported Inigo Not Supported Joomag Not Supported Lead411 Not Supported Membrane Not Supported Names & Faces Not Supported Outreach Not Supported Proposify Not Supported QuickBooks Online Advanced Not Supported Sage Intacct Not Supported Todoist Not Supported VICIdial Not Supported altaFlow Not Supported noCRM.io Not Supported Show More Integrations	Integrations Acuity Scheduling Supported Beam AI Supported ConnectWise PSA Supported FormKeep Supported Gravity Forms Supported Help Scout Supported Hippo Supported Inigo Supported Joomag Supported Lead411 Supported Membrane Supported Names & Faces Supported Outreach Supported Proposify Supported QuickBooks Online Advanced Supported Sage Intacct Supported Todoist Supported VICIdial Supported altaFlow Supported noCRM.io Supported Show More Integrations View All 341 Integrations
Claim ExxpertApps and update features and information Claim ExxpertApps and update features and information	Claim Insightly and update features and information Claim Insightly and update features and information