Insightly vs. TeamWox Comparison


Insightly	TeamWox MetaQuotes Software	+	+
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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 CRM system for sales, staff and financial management. Arrange the electronic document management and group work with documents. Store all contacts and relationship history with your business partners in a single CRM. Set tasks, assign responsible team members and track progress. Communicate with partners and team members via email, VoIP telephony, chat, Service Desk and forum. Track financial flows and evaluate employee productivity using automated reports.
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 Companies of all sizes searching for a powerful CRM 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 $15.00/month/user 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 MetaQuotes Software Founded: 2000 Cyprus www.teamwox.com/en
Alternatives HubSpot CRM HubSpot	Alternatives Causeway VTM Group
Nutshell	Flowlu Cloud22 LLC
Copper	SpinOffice CRM Mulberry Garden
Pipedrive	BoardBell
monday CRM monday.com View All	Ravetree 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 Document Management Task Management
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 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 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 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	Show More Features Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control
Integrations Accent Technologies ActiveDEMAND ClicData Freshdesk GetProspect Google Drive HubSpot CRM Lead411 Martini Microsoft Exchange PageCloud PandaDoc QuickBooks Online SSIS Integration Toolkit SendGrid Slemma Zendesk Zoho Flow zBuyer Show More Integrations View All 340 Integrations	Integrations Accent Technologies ActiveDEMAND ClicData Freshdesk GetProspect Google Drive HubSpot CRM Lead411 Martini Microsoft Exchange PageCloud PandaDoc QuickBooks Online SSIS Integration Toolkit SendGrid Slemma Zendesk Zoho Flow zBuyer Show More Integrations
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