Insightly vs. Rethink Workflow Comparison


Insightly	Rethink Workflow Rethink Workflow, Inc.	+	+
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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. 10,536 Ratings Visit Website Act! Act! 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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. 586 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 licence 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. 752 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. 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 Portal Wholesale CRM Portal Wholesale is a wholesale sales platform built specifically for fashion and B2B wholesale teams, combining a wholesale CRM, order management system, meeting scheduler, and retail buyer marketplace into one unified platform. 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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 Rethink Workflow is a free, simple, powerful, and secure business process automation tool that allows NGOs, businesses, and enterprises to create forms and design workflows online.
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 Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Organizations in any industry	Audience NGOs, Business at any size
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not 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 $2.99/month/user https://support.rethinkworkflow.com/p/features-pricing.html Free Version Supported Free Trial 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 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
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.
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 Rethink Workflow, Inc. Founded: 2016 United States www.rethinkworkflow.com
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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 Application Development Supported Business Management Supported Business Process Automation Supported Business Process Management Supported Collaboration Supported Construction Management Supported CRM Supported Database Supported Inventory Management Supported IT Asset Management Supported IT Management Supported Nonprofit Supported Sales Force Automation Supported Supply Chain Management Supported Task Management Supported Time and Expense Supported Time Tracking Supported Volunteer Management Supported Workflow Management Supported Workforce Management Supported
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 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 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 Show More Features 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 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 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 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 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	Business Management Features Billing & Invoicing Supported CRM Supported Employee Management Supported Financial Management Supported Inventory Management Supported Marketing Management Supported Order Management Not Supported Point of Sale (POS) Supported Project Management Not Supported Purchasing Supported Scheduling Not Supported Time & Expense Tracking Supported Training Management Supported Vendor Management Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Not Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Supported Performance Metrics Not Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Not Supported Territory Management Supported Task Management Features Collaboration Supported Create Subtasks Not Supported Gamification Not Supported Gantt Charts Not Supported Mobile Access Not Supported Percent-Complete Tracking Not Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Not Supported Task Planning Not Supported Task Scheduling Not Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported Show More Features Application Development Features Access Controls/Permissions Supported Code Assistance Not Supported Code Refactoring Not Supported Collaboration Tools Supported Compatibility Testing Not Supported Data Modeling Not Supported Debugging Not Supported Deployment Management Supported Graphical User Interface Supported Mobile Development Not Supported No-Code Not Supported Reporting/Analytics Supported Software Development Supported Source Control Not Supported Testing Management Supported Version Control Not Supported Web App Development Not Supported Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Collaboration Features Brainstorming Not Supported Calendar Management Not Supported Chat / Messaging Not Supported Contact Management Not Supported Content Management Supported Document Management Supported Project Management Not Supported Real Time Editing Not Supported Task Management Supported Version Control Not Supported Video Conferencing Not Supported Construction Management Features Accounting Integration Supported Budget Tracking/Job Costing Not Supported Change Orders Supported Commercial Not Supported Contract Management Supported Contractors Not Supported CRM Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Supported Mobile Access Not Supported Offline Access Not Supported Residential Supported RFI & Submittals Not Supported Subcontractor Management Supported Timesheets Supported Database Features Backup and Recovery Not Supported Creation / Development Supported Data Migration Not Supported Data Replication Not Supported Data Search Not Supported Data Security Not Supported Database Conversion Not Supported Mobile Access Not Supported Monitoring Not Supported NOSQL Not Supported Performance Analysis Not Supported Queries Not Supported Relational Interface Not Supported Virtualization Not Supported IT Asset Management Features Asset Tracking Supported Audit Management Supported Compliance Management Supported Configuration Management Supported Contract/License Management Supported Cost Tracking Supported Depreciation Management Supported Inventory Management Supported IT Service Management Supported Maintenance Management Supported Procurement Management Supported Requisition Management Supported Supplier Management Supported IT Management Features Capacity Monitoring Not Supported Compliance Management Supported Event Logs Not Supported Hardware Inventory Supported IT Budgeting Supported License Management Supported Patch Management Supported Remote Access Not Supported Scheduling Not Supported Software Inventory Not Supported User Activity Monitoring Not Supported Inventory Management Features Alerts/Notifications Supported Barcoding / RFID Not Supported Forecasting Not Supported Inventory Optimization Not Supported Kitting Not Supported Manufacturing Inventory Management Supported Mobile Access Supported Multi-Channel Management Supported Product Identification Supported Reorder Management Supported Reporting/Analytics Supported Retail Inventory Management Supported Supplier Management Supported Warehouse Management Supported Nonprofit Features Accounting Supported Committee Management Supported Donor Management Supported Dues Management Supported Event Management Supported Fundraising Management Supported Member Database Supported Membership Management Supported Social Media Management Supported Volunteer Management Supported Supply Chain Management Features Demand Planning Not Supported Electronic Data Interchange Not Supported Import / Export Management Not Supported Inventory Management Supported Order Fulfillment Supported Order Management Supported Sales & Operations Planning Not Supported Shipping Management Supported Supplier Management Supported Transportation Management Supported Warehouse Management Supported Time Tracking Features Automatic Time Capture Not Supported Billable & Non-Billable Hours Not Supported Billing & Invoicing Supported Employee Database Not Supported Expense Tracking Supported Mobile Time Tracking Not Supported Multiple Billing Rates Not Supported Offline Time Tracking Supported Online Time Tracking Supported Overtime Calculation Not Supported Time per Project Reporting Not Supported Timesheet Management Supported Vacation / Leave Tracking Supported Time and Expense Features Activity Tracking Supported Billable Hours Tracking Supported Billing Rate Management Not Supported Expense Tracking Supported Invoice Processing Supported Multiple Billing Rates Not Supported Project Tracking Supported Reimbursement Management Supported Time Tracking by Client Not Supported Time Tracking by Project Not Supported Volunteer Management Features Attendance Management Supported Calendar Management Not Supported Event Management Supported Group Management Supported Member Directory Supported Membership Management Supported Recognition Management Not Supported Registration Management Supported Scheduling Supported Self Service Portal Not Supported Training Management Supported Volunteer Profiles Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Workforce Management Features Budgeting & Forecasting Not Supported Contractor Management Supported Employee Lifecycle Management Supported Labor Projection Not Supported Performance Appraisal Not Supported Recruiting Management Supported Scheduling Not Supported Skills Tracking Not Supported Time & Attendance Supported Variable Workforce Not Supported
Integrations 5X Supported Automate.io Supported Bold BI Supported BugHerd Supported Constant Contact Supported Dasheroo Supported Facebook Messenger Supported FastField Forms Supported Fullcast Pay Supported GPTBots.ai Supported Google Forms Supported Integrately Supported Kixie PowerCall & SMS Supported LeadMaster Supported Microsoft Power BI Supported PATLive Supported Pimex Supported ProMLM iCON Supported Voiceowl Supported Zoho CRM Supported Show More Integrations View All 341 Integrations	Integrations 5X Not Supported Automate.io Not Supported Bold BI Not Supported BugHerd Not Supported Constant Contact Not Supported Dasheroo Not Supported Facebook Messenger Not Supported FastField Forms Not Supported Fullcast Pay Not Supported GPTBots.ai Not Supported Google Forms Not Supported Integrately Not Supported Kixie PowerCall & SMS Not Supported LeadMaster Not Supported Microsoft Power BI Not Supported PATLive Not Supported Pimex Not Supported ProMLM iCON Not Supported Voiceowl Not Supported Zoho CRM Not Supported Show More Integrations
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