Insightly vs. ProDBX Comparison


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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. 58 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. 187 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 ProDBX is the only true, all-in-one software solution exclusively for Construction companies. Built with your specific needs in mind, and co-designed by the nation’s top pool builders and roofers. Imagine your business software hosted in the cloud and available from anywhere. No need to have your on in-house server for software. No need to rely on dedicated computers in the field that won’t update until your employee returns to the office. No need to install software updates. With ProDBX you can enjoy complete freedom to run your business from anywhere. Fast and efficient on any device you want. Run your entire business off of one platform. From Lead Generation to Job Completion and Beyond. Save time and money. Provide better organization for your whole company. From scheduling and estimating to project management and accounting. The ProDBX software lets you run every aspect of your business from a single, intuitive software solution. ProDBX was made to run on mobile.
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 Pool builders, Pool contractors, and Fence builders requiring a construction project management solution
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 $19 per month 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 DBX Founded: 2013 United States prodbx.com
Alternatives HubSpot CRM HubSpot	Alternatives Knowify
Nutshell	Contractor Foreman
Copper	Houzz Pro Houzz
Pipedrive	FieldPulse
monday sales CRM monday.com View All	UDA ConstructionSuite UDA Technologies 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 Business Management Construction CRM Construction Management Subcontractor Workforce Management
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 Show More Features 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 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 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	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 Show More Features Construction Management Features Accounting Integration Budget Tracking/Job Costing Change Orders Commercial Contract Management Contractors CRM Equipment Tracking Estimating Incident Reporting Mobile Access Offline Access Residential RFI & Submittals Subcontractor Management Timesheets Workforce Management Features Budgeting & Forecasting Contractor Management Employee Lifecycle Management Labor Projection Performance Appraisal Recruiting Management Scheduling Skills Tracking Time & Attendance Variable Workforce
Integrations Ariglad Aritic Swarm Asana Dasheroo Desktop.com Emma Enerflo Google Contacts HubSpot Customer Platform Integration App Jumplead Klipfolio Mad Mimi Mailjet PandaDoc Peaka Quotient RegFox Teamwork.com WiseTime Show More Integrations View All 329 Integrations	Integrations Ariglad Aritic Swarm Asana Dasheroo Desktop.com Emma Enerflo Google Contacts HubSpot Customer Platform Integration App Jumplead Klipfolio Mad Mimi Mailjet PandaDoc Peaka Quotient RegFox Teamwork.com WiseTime Show More Integrations
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