Insightly vs. Repfabric Comparison


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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 Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
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 CRM and commission software for multi-line sellers, distributors, manufacturers, and wholesalers
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 Plus - $29 per user per month Professional -$49 per user per month Enterprise - $99 per user per month Free Version Free Trial	Pricing Call for pricing 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 5.0 / 5 ease 4.9 / 5 features 4.6 / 5 design 4.5 / 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.	Pros & Cons from Real Users Pros Very intuitive and easy to use GREAT for tracking and following up on Projects If you give out Samples or Lend tools to contractors great tracking tool built in All your contracts are in 1 place and easy to access online or via app Best mobile app It feels like it is built for reps, not generic businesses. I appreciate that it understands my unique workflows of multi-line selling and commission-driven sales — unlike standard CRM platforms like Salesforce or HubSpot that often need heavy customization. What I enjoy the most about Repfabric is that it is a very intuitive tool and easy to use. Its interface is super user-friendly and it gives the chance to be on the same page with peers, clients and manufacturers. I use this system for entering PO's and Invoices able to do so with ease. The AI features make this very convenient too! I like being able to track a project and make sure we land them. It makes it easier to recall which ones are still on the hook. Cons No "cons" per say but one feature that I do wish existed is that Rep Fabric could integrate w/ quick books so sales data can be streamlined to be added to won projects or jobs etc. The mobile app - it's slower in performance, has dated interface elements and is missing some features I believe that the Activity Journals could have more "Type" options, or have the chance to put your own custom "Type" for the AJ. The AI tool can be finicky at times, but it performs very well when it’s working properly. I don't like that I sometimes forget to use it. I personally haven't come across any negatives.
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 Repfabric Founded: 2013 United States repfabric.com
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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 Commission Construction CRM Contact Management CRM Field Sales HVAC Lead Management Mileage Tracking Performance Management Plumbing Sales Sales Acceleration Sales Analytics Sales Compensation Sales Intelligence Sales Tracking
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 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 Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking 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 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 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	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 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 Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Sales Tracking Features Activity Dashboard Alerts / Notifications Appointment Scheduling Call Logging Comments / Notes Custom Reports Document Management Email Templates Interaction Tracking Lead Management Lead Scoring Pipeline Management Reporting / Analytics Task Management Show More Features Commission Features Affiliate Management Agency Commission Commission Calculations Commission Scheduling Commission Tracking Compliance Management Flat Commissions Incentive Programs Multi-Tiered Commissions Percentage Commissions Sliding Scale Commissions Split Commissions Field Sales Features Activity Tracking Channel Management Collaboration Tools Controlled Access CRM Dashboard Management Expense Management Fast Estimates Inventory Management Invoices Lead / Opportunity Management Online Payments Order Management Quoting Reporting / Analytics Route Optimization Territory Management Time Tracker Visit Scheduling Workflow Management HVAC Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Maintenance Scheduling Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Mileage Tracking Features Business / Personal Travel Cost Analysis Employee Reimbursement Expense Reports GPS Tracking Manager Workflow Mileage Logging Reporting Plumbing Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Analytics Features Collaboration Tools Dashboards Forecasting Analytics Ideal Customer Profile (ICP) Lead Analytics Pipeline Management Predictive Forecasting Predictive Lead Scoring Sales Intelligence Reporting Sales Intelligence Features CRM Integration Data Cleaning Data Enrichment Data Import/Export Data Mining Data Verification Email Integration Lead Scoring List Building Performance Management Pipeline Management Predictive Modeling/Analytics Prospecting Tools Reporting/Analytics Sales Forecasting
Integrations Gmail HubSpot CRM HubSpot Customer Platform Mailchimp Microsoft Dynamics 365 Microsoft Outlook Zoho CRM Acuity Scheduling Agolix by Assessment Generator ClicData Coztel Emailable Google Calendar PandaDoc Robly Stackreaction Typeform VICIhost Zeeto Show More Integrations View All 340 Integrations	Integrations Gmail HubSpot CRM HubSpot Customer Platform Mailchimp Microsoft Dynamics 365 Microsoft Outlook Zoho CRM Acuity Scheduling Agolix by Assessment Generator ClicData Coztel Emailable Google Calendar PandaDoc Robly Stackreaction Typeform VICIhost Zeeto Show More Integrations View All 11 Integrations
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