Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Pipedrive Reviews & Ratings
    8,713 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    24,178 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Pipeliner CRM Reviews & Ratings
    735 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    131 Ratings
    Company Website
  • Repfabric Reviews & Ratings
    54 Ratings
    Company Website
  • WinMan ERP Reviews & Ratings
    26 Ratings
    Company Website
  • Planfix Reviews & Ratings
    58 Ratings
    Company Website
  • C2CRM Reviews & Ratings
    71 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    188 Ratings
    Company Website

What is Insightly?

Gain a deeper understanding of your customers and grow your business with Insightly. This powerful and intuitive customer relationship management (CRM) solution is designed specifically for small and medium-sized enterprises, enabling teams to increase sales, nurture relationships, and deliver projects on time. It offers smooth integrations with widely used applications such as Gmail, Office 365, and MailChimp. Furthermore, Insightly equips organizations with crucial tools to manage contacts throughout the sales journey, oversee customer interactions, and monitor their sales pipeline, along with numerous other features. By utilizing Insightly, companies can streamline their operations and enhance customer satisfaction, ultimately leading to greater success in their endeavors. Embracing this platform opens up new avenues for growth and efficiency, allowing businesses to thrive in a competitive landscape.

What is BusinessEzee?

BusinessEzee serves as an all-encompassing software solution designed to enhance management processes, elevate productivity levels, and centralize information for small to medium enterprises. Its extensive suite of powerful features includes customer relationship management (CRM), inventory management, invoicing, employee tracking, project management, and data analysis, all presented through an intuitive dashboard. By adopting BusinessEzee, organizations can automate routine functions, refine their customer relationship approaches, and access real-time insights that aid in strategic decision-making. The software is not only cloud-based and adaptable but also tailored to meet the unique needs of various sectors, including retail, services, and manufacturing industries. With BusinessEzee, users can effectively manage leads, monitor team performance, and generate comprehensive reports within a singular, intelligent platform—streamlining the business management experience to be smooth, efficient, and remarkably ezee. Additionally, its seamless integration capabilities empower businesses to evolve and thrive without the complications associated with shifting between different applications. This holistic approach ultimately fosters an environment where growth and efficiency can flourish simultaneously.

Media

Media

No images available

Integrations Supported

Dropbox
Everhour
FlowMate
Grow
HappyFox
Hipsocial
Jumplead
LeadMaster
Leadberry
Martini
Ninja Forms
Proposify
Raklet
ReachEngine
Refold
Sales Robots
Sign In Scheduling
Sourcetable
Unifonic
Xero

Integrations Supported

Dropbox
Everhour
FlowMate
Grow
HappyFox
Hipsocial
Jumplead
LeadMaster
Leadberry
Martini
Ninja Forms
Proposify
Raklet
ReachEngine
Refold
Sales Robots
Sign In Scheduling
Sourcetable
Unifonic
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$29.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$10/user/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Insightly

Date Founded

2010

Company Location

United States

Company Website

www.insightly.com

Company Facts

Organization Name

TechnoBase IT Solutions

Date Founded

2015

Company Location

India

Company Website

businessezee.com

Categories and Features

Business Management

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

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

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

CRM

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

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Project Management

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

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

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

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking

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

Task Management

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

Categories and Features

Business Management

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

Popular Alternatives

HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot

Popular Alternatives

SuiteMaster Reviews & Ratings

SuiteMaster

Rithom Consulting LLC
Spire Reviews & Ratings

Spire

Spire Systems
AllBooked Reviews & Ratings

AllBooked

Yellow Collars ltd
ManageMore Reviews & Ratings

ManageMore

Intellisoft Solutions