Insightly vs. Onpipeline Comparison


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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,300 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. 40 Ratings Visit Website Pipeliner CRM Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite. 750 Ratings Visit Website Creatio Creatio is a global vendor of an agentic AI-native CRM and workflow automation platform that combines no-code development and AI to automate customer journeys and business processes with maximum flexibility. The platform includes Creatio Studio, enabling users to build applications and AI agents with natural language and visual tools, alongside a full AI CRM suite for marketing, sales, and service with embedded AI agents. Organizations can design and automate end-to-end workflows, leverage analytics, and accelerate development with up to 10× faster time-to-value. Creatio also offers industry-specific solutions, including Financial Services CRM, and workflows across 19+ industries, supported by a marketplace of add-ons and integrations. Recognized by Gartner and Forrester and highly rated on G2, Creatio serves thousands of customers globally with a strong partner ecosystem. 523 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. 134 Ratings Visit Website 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. 191 Ratings Visit Website 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. 57 Ratings Visit Website 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. 16 Ratings Visit Website Houzz Pro Houzz Pro is the #1 construction management solution for residential contractors and designers. Get an all-in-one solution that spans the full customer lifecycle, including marketing, CRM, estimates, takeoffs, 3D floor plans, project management, selections, online invoicing & payments, QuickBooks integration, and a client portal. Start a free trial today to see why thousands of Pros trust Houzz Pro to grow & manage their business. Plans are available for all business sizes starting at $149/month. 23,242 Ratings Visit Website 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. 68 Ratings Visit Website
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 Your sales team needs a better CRM! Onpipeline™ is a great CRM that allows your sales reps to easily manage sales, contacts and activities. They can integrate emails and calendars, automate recurring tasks, get Leads from web forms or API, and much more. Lead and Deal management software with a simple interface that really helps salespeople! Easy to use and fully customizable to fit your business needs. Marketing automations allow you to save time on recurring tasks. All accounts with unlimited storage, contacts and users. Immediate access. You can get started in 2 minutes or less. You can add new contacts and deals from emails, web forms and our API. Also, you can activate and track 3rd party sources and control their access at anytime. Drag and drop your deals into the next stage! You can set up Onpipeline to work with one or more customizable pipelines and optionally assign them to a Team.
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 Sales teams interested in a powerful sales tool and sales managers that want control over the sales pipeline and sales team
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 $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 Read all reviews	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
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 Onpipeline Technology Spain www.onpipeline.com/en/
Alternatives HubSpot CRM HubSpot	Alternatives Pipedrive
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Copper	Kylas
Pipedrive	Freshsales Freshworks
monday CRM monday.com View All	Sales Simplify View All
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	Categories CRM Lead Management Sales Force Automation
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 Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking 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 Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time 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 Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics 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	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 Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking 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
Integrations Google Calendar Mailchimp Microsoft 365 Microsoft Outlook Quickwork Chargebee Dasheroo DoorLoop FullContact Kustomer Lead411 Leadberry Leadoo Lyftrondata Nectar Desk Ninja Forms Sales Robots WiseTime altaFlow Show More Integrations View All 338 Integrations	Integrations Google Calendar Mailchimp Microsoft 365 Microsoft Outlook Quickwork Chargebee Dasheroo DoorLoop FullContact Kustomer Lead411 Leadberry Leadoo Lyftrondata Nectar Desk Ninja Forms Sales Robots WiseTime altaFlow Show More Integrations View All 5 Integrations
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