Insightly vs. MarketSharp Comparison


Insightly 4.3 out of 5 stars	MarketSharp MarketSharp Software
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Insightly	MarketSharp
		Related Products 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 39 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. 4.0 out of 5 stars 555 Ratings Visit Website for Act! Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue. 4.6 out of 5 stars 589 Ratings Visit Website for Creatio 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. 4.6 out of 5 stars 136 Ratings Visit Website for Shape Software InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 4.5 out of 5 stars 196 Ratings Visit Website for InfoFlo Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 4.8 out of 5 stars 58 Ratings Visit Website for Planfix SKU Science SKU Science offers a quick and efficient solution for sales forecasting and performance tracking. Start your demand planning process in just two days! Designed by industry experts, it’s tailored for operations managers, S&OP managers, supply chain managers, and demand planners. Harness the power of 644 statistical combinations to create unique sales forecasts at any level. Customize your forecasting further with AI models trained on your specific dataset. Key performance indicators (KPIs) are automatically calculated and prioritized, ensuring your supply chain focuses on the most critical items for your business. Real-time operational dashboards update with every cycle, providing seamless activity tracking and enhanced decision-making. Thanks to its advanced features and user-friendly design, the platform is already trusted by numerous clients across industries such as manufacturing, food and beverage, healthcare, retail and e-commerce. 4.6 out of 5 stars 16 Ratings Visit Website for SKU Science ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business. 4.8 out of 5 stars 68 Ratings Visit Website for ShareCRM 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. 4.6 out of 5 stars 19,572 Ratings Visit Website for ClickUp Bidtracer Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time. 4.2 out of 5 stars 39 Ratings Visit Website for Bidtracer Roofr Roofr is the only CRM built exclusively for roofing contractors. Roofr brings your entire business into one place – so you can stop duct-taping together five different tools and start running a tighter operation. It's currently loved by tens of thousands of Roofrs across North America. Roofr handles the entire job lifecycle in one place. From the moment a lead comes in, contractors can manage contacts and follow-ups in the built-in CRM, order Roofr Measurement Reports, create a proposal, communicate with homeowners, and even order materials with our supplier integrations. You can also send invoices and collect payment in Roofr, too. 4.7 out of 5 stars 146 Ratings Visit Website for Roofr
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.	MarketSharp: About MarketSharp is a simple-to-use, web-based customer relationship management (CRM) software solution designed specifically for contractors, remodelers, and home improvement professionals. With mobile accessibility and enterprise-level features that include task scheduling, project estimation, lead management, and project management capabilities, MarketSharp helps create satisfied referral-giving customers, generate more qualified leads, close more profitable sales, and increase production volume.
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	MarketSharp: 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
Insightly: Audience Organizations in any industry	MarketSharp: Audience MarketSharp is a powerful CRM specifically designed for the construction industry, including residential remodelers, contractors, and home service professionals.
Insightly: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	MarketSharp: Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported
Insightly: API Offers API Not Supported	MarketSharp: API Offers API Not Supported
Insightly: Screenshots and Videos View more images or videos	MarketSharp: Screenshots and Videos View more images or videos
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	MarketSharp: Pricing $70.00/month/user Free Version Not Supported Free Trial Supported
Insightly: 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	MarketSharp: 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
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.
Insightly: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	MarketSharp: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Insightly: Company Information Insightly Founded: 2010 United States www.insightly.com	MarketSharp: Company Information MarketSharp Software Founded: 1996 United States www.marketsharp.com
Insightly: Alternatives HubSpot CRM HubSpot 4.6 out of 5 stars	MarketSharp: Alternatives JobNimbus 5.0 out of 5 stars
Insightly: Nutshell 4.6 out of 5 stars	MarketSharp: SalesExec ClickPoint Software 5.0 out of 5 stars
Insightly: Copper 5.0 out of 5 stars	MarketSharp: Acculynx Exact Logix
Insightly: Pipedrive 4.7 out of 5 stars	MarketSharp: Buildertrend 4.0 out of 5 stars
Insightly: monday CRM monday.com 4.9 out of 5 stars View All	MarketSharp: 360e 360 Enterprises 5.0 out of 5 stars View All
Insightly: 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	MarketSharp: Categories Construction CRM Supported Construction Management Supported Lead Management Supported Restoration Management Supported
Insightly: 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 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 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 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 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 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	MarketSharp: Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Not Supported Project Management Supported Quote Management Not Supported Sales Management Supported Scheduling Supported Time Management Supported Lead Management Features Activity Tracking Supported Campaign Management 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 Show More Features Construction Management Features Accounting Integration Not Supported Budget Tracking/Job Costing Supported Change Orders Supported Commercial Not Supported Contract Management Supported Contractors Supported CRM Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Not Supported Mobile Access Supported Offline Access Supported Residential Supported RFI & Submittals Not Supported Subcontractor Management Not Supported Timesheets Not Supported Restoration Management Features Bid Management Supported CRM Supported Document Management Supported Fire Restoration Not Supported Job Tracking Supported Mold Remediation Not Supported Project Management Supported Scheduling Supported Task Management Supported Water Restoration Not Supported
Insightly: Integrations Constant Contact Supported Enzy Supported QuickBooks Online Supported Adobe Marketo Engage Supported AppointmentCore Supported Beam AI Supported Benchmark Email Supported Constant Contact Lead Gen & CRM Supported Coztel Supported Easy Insight Supported Emma Supported Google Workspace Supported Happy Grasshopper Supported MailerLite Supported Meltano Supported Microsoft Outlook Supported Ninja Forms Supported Shift Supported Stackla Supported Show More Integrations View All 344 Integrations	MarketSharp: Integrations Constant Contact Supported Enzy Supported QuickBooks Online Supported Adobe Marketo Engage Not Supported AppointmentCore Not Supported Beam AI Not Supported Benchmark Email Not Supported Constant Contact Lead Gen & CRM Not Supported Coztel Not Supported Easy Insight Not Supported Emma Not Supported Google Workspace Not Supported Happy Grasshopper Not Supported MailerLite Not Supported Meltano Not Supported Microsoft Outlook Not Supported Ninja Forms Not Supported Shift Not Supported Stackla Not Supported Show More Integrations View All 9 Integrations
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