Insightly vs. Repfabric Comparison


Insightly	Repfabric	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		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. 12,537 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 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. 555 Ratings Visit Website 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. 589 Ratings Visit Website Coevera Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 753 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. 136 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. 196 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. 58 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 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 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. 19,572 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 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 Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	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
Audience Organizations in any industry	Audience CRM and commission software for multi-line sellers, distributors, manufacturers, and wholesalers
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
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 Supported Free Trial Supported	Pricing Call for pricing Free Version Not Supported Free Trial Not Supported
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 Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Insightly Founded: 2010 United States www.insightly.com	Company Information Repfabric Founded: 2013 United States repfabric.com
Alternatives HubSpot CRM HubSpot	Alternatives Telenotes
Nutshell	HubSpot CRM HubSpot
Copper	HubSpot Customer Platform HubSpot
Pipedrive	Creatio
monday CRM monday.com View All	Freshsales Freshworks View All
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	Categories Commission Supported Construction CRM Supported Contact Management Supported CRM Supported Field Sales Supported HVAC Supported Lead Management Supported Mileage Tracking Supported Performance Management Supported Plumbing Supported Sales Supported Sales Acceleration Supported Sales Analytics Supported Sales Compensation Supported Sales Intelligence Supported Sales Tracking 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 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 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 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 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	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Not Supported Task Management Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Not Supported Forecasting Not Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Not Supported Time Management Not Supported Contact Management Features Activity Management Supported Appointment Management Not 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 Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Not Supported Lead Distribution Not Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Tracking Features Activity Dashboard Supported Alerts / Notifications Supported Appointment Scheduling Not Supported Call Logging Supported Comments / Notes Supported Custom Reports Supported Document Management Not Supported Email Templates Supported Interaction Tracking Supported Lead Management Supported Lead Scoring Not Supported Pipeline Management Supported Reporting / Analytics Supported Task Management Supported Show More Features Commission Features Affiliate Management Not Supported Agency Commission Supported Commission Calculations Supported Commission Scheduling Not Supported Commission Tracking Supported Compliance Management Not Supported Flat Commissions Supported Incentive Programs Supported Multi-Tiered Commissions Supported Percentage Commissions Supported Sliding Scale Commissions Not Supported Split Commissions Not Supported Field Sales Features Activity Tracking Supported Channel Management Supported Collaboration Tools Supported Controlled Access Supported CRM Supported Dashboard Management Supported Expense Management Supported Fast Estimates Not Supported Inventory Management Not Supported Invoices Not Supported Lead / Opportunity Management Supported Online Payments Not Supported Order Management Supported Quoting Supported Reporting / Analytics Supported Route Optimization Supported Territory Management Supported Time Tracker Not Supported Visit Scheduling Not Supported Workflow Management Not Supported HVAC Features Billing & Invoicing Not Supported Customer Database Supported Dispatch Management Not Supported Inventory Control Not Supported Job Management Supported Maintenance Scheduling Not Supported Mobile Access Supported Quotes / Estimates Supported Routing Not Supported Scheduling Not Supported Service History Tracking Not Supported Technician Management Not Supported Work Order Management Not Supported Mileage Tracking Features Business / Personal Travel Supported Cost Analysis Not Supported Employee Reimbursement Supported Expense Reports Supported GPS Tracking Not Supported Manager Workflow Not Supported Mileage Logging Supported Reporting Supported Plumbing Features Billing & Invoicing Not Supported Customer Database Supported Dispatch Management Not Supported Inventory Control Not Supported Job Management Supported Mobile Access Supported Quotes / Estimates Supported Routing Not Supported Scheduling Not Supported Service History Tracking Not Supported Technician Management Not Supported Work Order Management Not Supported Sales Acceleration Features Campaign Management Supported CPQ Supported Dialer Supported Email Sequencing Not Supported Email Templates Supported Email Tracking Supported List Building Supported Meeting Scheduler Not Supported Predictive Analytics Supported Reporting Supported Sales Gamification Not Supported Sales Intelligence Supported Sales Workflow Management Supported Sales Analytics Features Collaboration Tools Supported Dashboards Supported Forecasting Analytics Supported Ideal Customer Profile (ICP) Not Supported Lead Analytics Not Supported Pipeline Management Not Supported Predictive Forecasting Not Supported Predictive Lead Scoring Not Supported Sales Intelligence Reporting Supported Sales Intelligence Features CRM Integration Supported Data Cleaning Not Supported Data Enrichment Supported Data Import/Export Not Supported Data Mining Not Supported Data Verification Not Supported Email Integration Supported Lead Scoring Not Supported List Building Not Supported Performance Management Supported Pipeline Management Supported Predictive Modeling/Analytics Not Supported Prospecting Tools Supported Reporting/Analytics Supported Sales Forecasting Supported
Integrations Gmail Supported HubSpot CRM Supported HubSpot Customer Platform Supported Mailchimp Supported Microsoft Dynamics 365 Supported Microsoft Outlook Supported Zoho CRM Supported Acuity Scheduling Supported Akita Supported Business Card Reader Supported CallRail Supported Cloud4Wi Supported Dubb Supported Easyflow Supported FormKeep Supported Google Forms Supported Kantata Supported NeverBounce Supported Pure Chat Supported Quote Roller Supported Show More Integrations View All 344 Integrations	Integrations Gmail Supported HubSpot CRM Supported HubSpot Customer Platform Supported Mailchimp Supported Microsoft Dynamics 365 Supported Microsoft Outlook Supported Zoho CRM Supported Acuity Scheduling Not Supported Akita Not Supported Business Card Reader Not Supported CallRail Not Supported Cloud4Wi Not Supported Dubb Not Supported Easyflow Not Supported FormKeep Not Supported Google Forms Not Supported Kantata Not Supported NeverBounce Not Supported Pure Chat Not Supported Quote Roller Not Supported Show More Integrations View All 11 Integrations
Claim Insightly and update features and information Claim Insightly and update features and information	Claim Repfabric and update features and information Claim Repfabric and update features and information