LocalContacts

LocalContacts

OneLocal
+
+

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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.

About

Build, manage and monetize your customer database. Our automated database allows you to organize your contacts, easily track your most valuable customers and personalize their experiences to stay top of mind. Did you know 20% of your customers drive 80% of your revenue? Improve your reach and frequency by managing and monetizing your current customer database. Identifying your most valuable customers and reaching out with personalized messaging can lead to long-lasting connections. LocalContacts Features. We help you reach your customers and build your client database through multi-channel engagement. We’re here to help. Our dedicated customer success and support teams will make sure you're set up to succeed. Tailored to you. From branding for your messages to smart personalization, everything is customizable. Best-in-class features. Our cloud-based dashboard makes it easy to collect customer information, as well as track and analyze performance. Put your most valuable customers first.

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

Organizations in any industry

Audience

Businesses looking for a communication platform to build, manage and monetize customer database

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

$29.00/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Insightly
Founded: 2010
United States
www.insightly.com

Company Information

OneLocal
Founded: 2013
Canada
info.onelocal.com/referralmagic

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot

Alternatives

eContact

eContact

SkyCreek
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo
SpinOffice CRM

SpinOffice CRM

Mulberry Garden
monday CRM

monday CRM

monday.com

Categories

Categories

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

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 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 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

Beam AI
Blotout
Brevo
BugHerd
Campaign Monitor
ClayHR
Documati
DoorLoop
Google Drive
Groove
HubSpot Operations Hub
Interseller
Kustomer
Ninja Forms
Outreach
RingCentral RingCX
Style Intelligence
Sugar Sell
Workers by Delos
noCRM.io

Integrations

Beam AI
Blotout
Brevo
BugHerd
Campaign Monitor
ClayHR
Documati
DoorLoop
Google Drive
Groove
HubSpot Operations Hub
Interseller
Kustomer
Ninja Forms
Outreach
RingCentral RingCX
Style Intelligence
Sugar Sell
Workers by Delos
noCRM.io
Claim Insightly and update features and information
Claim Insightly and update features and information
Claim LocalContacts and update features and information
Claim LocalContacts and update features and information