Best CRM Software for Insightly

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

Trusted by more than 25+ million users worldwide, Jotform is an all-in-one platform that offers powerful tools for effortless data collection and management, including its popular drag-and-drop Form Builder. Create digital forms and surveys for your business without any coding to collect leads, contact information, files, appointments, payments, e-signatures, and whatever else you need. Build your own form from scratch, or customize 10,000+ ready-made templates for contact forms, order forms, feedback surveys, registration forms, and much more. Go beyond the basics with advanced features like conditional logic, autoresponder emails, and 200+ integrations with popular apps. Make the most of your data by turning responses into personalized PDFs with Jotform PDF Editor, visual reports with Jotform Report Builder, or tasks in an automated approval flow with Jotform Approvals. Create an online store with Jotform Store Builder — no coding required.

Freshdesk is a cloud-based customer service software that helps businesses provide exceptional customer service across every customer touchpoint. With Freshdesk, businesses can: - Manage customer conversations across multiple channels such as email, phone, chat, social media, etc., from a unified view - Improve agent productivity with smart workflow automation rules - Deliver seamless self-service experiences with AI-powered chatbots and branded help centers - Monitor key performance metrics with advanced analytics and custom reports Over 50,000+ customers including Hugo Boss, Toshiba, Cisco, The Atlantic, Chargebee, Grofers, and PhonePe trust Freshdesk to help them provide faster customer service with ease.

Build exceptional customer experiences with Zendesk. The leading provider of software and solutions for better customer relationships, Zendesk empowers businesses to be more reliable, flexible, and scalable. Its family of products include Support, an integrated customer support solution; Chat, live chat and messaging tool; Talk, call center software; Explore for analytics and reporting; Inbox, shared team inbox; Guide, a knowledge base and self service soltuion; and Connect + Outbound for proactive campaigns.

Built to help you grow your own way. We know what it’s like to start small with big ideas. That’s why we support millions of customers across every stage of their own business journeys. Bring your audience data, marketing channels, and insights together so you can reach your goals faster. With Mailchimp, you can promote your business across email, social, landing pages, postcards, and more — all from a single platform. No matter your business type or experience level, we have features to help you understand your audience, reach them when it matters most, and get better as you go. Our marketing CRM helps you collect data about your contacts and turn those insights into action. With a holistic view of your audience, you can learn what they like and create campaigns that feel like conversations. We’ll help you get up and running with pre-built templates, ready-made segments, and 1-click automations. Mailchimp makes it easy to sell stuff online, even if you don’t have an e-commerce store.

Supporting over 8 million people across 60+ countries, our digital cards improve sales efficiency, build quality connections and reduce your environmental footprint. Handshakes and paper business cards are no longer acceptable in the world post COVID19. Equip your staff with contact-free digital business cards they can safely share with your prospects and clients when meeting in person, or over Zoom, Teams, and teleconferences. Your staff can even take a photo of the paper cards they are given without touching them, reducing health risks across your workforce and sales teams. Going digital means you can track your card, share it in seconds and leave a lasting impression on the people you meet. Haystack works as a clever marketing tool by driving traffic to your website, social media, and key company links. Customize your company template to include images, links to whitepapers, and industry reports.

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.

Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly.

Say hello to Brevo (formerly Sendinblue) — the platform that helps you build customer relationships across Email, SMS, Chat, and more. The complete toolkit to turn one-time browsers into long-term customers. Connect with contacts directly in their inbox with beautifully designed email campaigns. Send targeted messages that land straight in your customers' pockets. Brevo empowers businesses to build and grow relationships through marketing automation, email campaigns, transactional emails and SMS messages. What makes us different? Brevo is powered by our world-class customer happiness team and we offer pricing plans guaranteed to make you smile. Our platform combines a robust suite of services within a single, user-friendly solution. Happy Sending!

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Tidio is a live chat service which allows you to communicate with your customers easily, also with the help of chatbots. It is designed specifically for many platforms in the online community. Once you install the plugin, you will be ready to take full advantage of the benefits our service provides. A free plan is available! One compact solution can delight your customers and fuel your sales. Half of all online customers prefer live chat over any other communication channel. Connect Tidio to all websites and platforms via dedicated plugins, without coding. The Tidio live chat widget adjusts to your customers’ screens, so they can write to you on mobile and tablet. Our live chat widget is customizable: you can change its placement and color, so it fits with your website aesthetics. You can adjust the positioning of the live chat button in a mobile version of the widget.

Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.

ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on ActiveCampaign’s mix of pre-built automations and integrations (including Facebook, Google, WordPress, Salesforce, Shopify, and Square) to power personalized marketing, transactional emails, and one-to-one CRM interactions throughout the customer lifecycle. ActiveCampaign holds the highest customer satisfaction rating among Marketing Automation, E-Commerce Personalization, Landing Page Builders, and CRM solutions on G2.com and is one of only a handful of software solutions with over 10,000 positive reviews. ActiveCampaign has also been named the Top Rated Email Marketing Software on TrustRadius. Learn more and start your free trial today

The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. Outreach is the only complete platform that empowers the entire sales organization — from sellers to front-line managers, sales leadership, and ops — to create and close more pipeline. If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics.

Deliver great experiences, no matter what. Connecting with customers is more important than ever. We can help with scalable messaging for sales, marketing, and support. The #1 Business Messenger for you and your customers. Use Intercom to drive growth at every stage of the customer lifecycle. Our chatbots and live chat capture more of your best leads and convert them while they’re hot. Set your customers up for success with tailored onboarding and activation messages. Real-time tools and rich insights mean our support solution amplifies your team for an unbeatable experience. Give customers personal touchpoints with your brand through the familiar medium of messaging. Engage customers at the exact moment they're ready to buy, whether on your website or in your app. Intercom connects your tools and workflows so you can communicate personally at scale. Set clear expectations with customers based on your team's bandwidth, and collect upfront information for follow-up later.

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion. Attract - Get hot leads faster with email & social marketing, plus retargeting ads. Score leads automatically based on their activity and seamlessly pass them to sales. Nurture - Deliver the right message to the right people, at the right time. With a flexible centralized CRM and infinitely customizable automations, tasks like nurturing leads and sales follow-ups are easier than ever. Grow - Manage more effectively with insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.

Keep your address book clean, safely backed up, and available everywhere with Google Contacts, a free contact management and address book solution that integrates with G Suite an Gmail.

Empuls is a holistic employee engagement solution that aims to improve company culture & bring the entire digital workplace to life. People leaders use Empuls to bring teams together, eliminate silos, provide a voice to all employees and build a culture of appreciation across the organization. Built on the key pillars of engagement, Empuls helps Connect, Align, Empower & Motivate employees. Connect remote teams via the social intranet, Empower employees through surveys, Motivate teams through recognition & Reinforce positive behaviors with rewards. Empuls helps companies to improve the eNPS score which is a good measurement for company culture, employee turnover & employee experience. Empuls is self serve & DIY make it extremely easy for HR to get started within a day. One can also start from the existing tools like HRIS, Slack, Teams, Gsuite and more seamlessly. Empuls comes with rich features to engage the employees through game mechanics, contests, water coolers, etc.

Sugar Sell (formerly SugarCRM) is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.

Kustomer is a centralized customer service platform built for your brand to deliver exceptional experiences in today’s on-demand, customer-first world. See all customer info on single timeline. Take requests from anywhere, reply in a single thread. Configurable interface to automate repetitive tasks. Kustomer makes personalized, efficient and effortless customer service a reality. Accelerate customer conversations and eliminate tedious questions by providing a holistic view of the customer. Unify customer purchase and activity history from all your systems on the Kustomer timeline, so agents have data-driven, actionable conversations without changing screens. Give your customers and agents the freedom to switch between different channels as needed during a conversation for a true omnichannel experience. Agents will always have the context to progress conversations forward without customers repeating information whether communicating through email, chat, SMS, voice, Facebook Messenger

COZYROC's SSIS+ suite includes 270+ data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services. ​141 out-of-the box adapters for consuming web API data. Connectivity for popular CRM, ERP, Accounting, Financials, Legal, Analytics, Administration, Collaboration, Communication, Security, Education, Construction, Marketing, Transportation, Project Management, Productivity, e-Commerce and HR apps ​COZYROC REST Framework for data integration with any REST service. Sync and import / export data from any REST API service to SQL Server. ​Data Flow Task Plus for dynamic data flows at runtime. No need to manually open and modify the data flow Lift and Shift your SSIS packages ! Try COZYROC Cloud for free. The COZYROC.Cloud hosted service allows you to Lift & Shift legacy SSIS workloads to the cloud in a breeze at a very affordable price which includes a license for the COZYROC SSIS+ suite.

Ask the right follow-up questions and set up automatic email notifications based on form submissions. Set up forms that adapt to your submitters’ answers. 123Formbuilder smart forms for any need. No more time spent exporting and importing. Our form builder integrates with more of the tools you use than any other online form solution. We have a no-compromise, security-first approach to data, and our form builder’s smart forms mirror that. Multiple layers of security, and multiple levels of compliance, all to make sure you, your data, and your customers’ data are all very safe.

Every day your website is visited by hundreds of people, and yet only a few take action on what you are offering. No matter how much technology transforms, we still need social proof to be assured. With Wiser Notify , we came up with a quick and easy solution to help your website visitors build trust in what you offer. With a mission to create sales-boosting effective marketing solutions for successful e-commerce businesses, Wiser Notify turns consumer psychology into digital solutions. Offering social proof & FOMO marketing solutions that will help you catch the attention of potential customers, Wiser Notify assists you in thriving sales and builds better credibility. Generate trust and gain popularity by showing recent actions like sales, sign-ups and subscriptions on your site.

NPS Software designed for your business. Send a single question Net Promoter Score® survey and start collecting, analyzing and acting on the received customer feedback. Our automated survey platform will help you acquire higher response rates, actionable customer feedback and maximum business growth. Run multiple campaigns to survey different audience segments based on pre-defined schedules or events triggered in another app. Combine email and in-app templates to reach your customers on the channels they're most likely to engage with your surveys. Customize the survey templates’ styling and language, and personalize the follow-up question based on the provided feedback. Ensure a greater response rate by using your domain, A/B testing subject lines and having your audience checked for deliverability. View all the surveys that were sent to your audience and keep track of the ones scheduled for delivery. Easily automate various processes and create custom scenarios by using workflows.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.

Hippo is a comprehensive tech suite that helps you improve your marketing efforts and customer experience. Hippo has 2 offerings: - Conversational Support enables you to provide best-in-class customer support with help of Chatbots that can cater to customers' queries and problems 24*7. Live chat through which your agents can solve complex problems and provide a personalized experience. You can now also converse with customers through phone or audio/video calls. - Customer Engagement Automation covers all the marketing aspects of your brand and helps you deliver an exceptional experience throughout the customer journey. You can broadcast messages and campaigns in a ma With Hippo, you get to provide your customers with proactive support and reach them across platforms and channels from a single dashboard. You can engage with your customers on the channel of their choice and provide them with a delightful personalized experience.