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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 Flourish?

Flourish is a dedicated business management application specifically designed for those engaged in direct sales. By leveraging Flourish, you can enhance your organizational efficiency and concentrate mainly on increasing your sales! This tool works flawlessly within your web browser, enabling access from any computer connected to the internet. We prioritize your security, ensuring that all transactions are encrypted with SSL, and your data is backed up securely on a daily basis. Flourish stands out as it is specifically crafted for direct sales professionals, and we are committed to continuously updating the platform with innovative features that cater to your industry. Unlike many direct sales companies that may not equip you with the necessary tools for success, our objective is to provide you with top-notch resources. Flourish serves as a multifaceted assistant, acting as your personal aide, bookkeeper, inventory manager, technical support, and business mentor all in one. While there are many business management tools available, most are too broadly focused and do not adequately address the particular requirements of your business. With Flourish, you can be confident that you have a solution that genuinely understands and accommodates the specific demands of direct sales, helping you thrive in your endeavors. Furthermore, we are dedicated to providing exceptional customer support to ensure you can maximize your use of our platform.

Media

Media

Integrations Supported

Akita
Bodhi
Coresender
Exopen
Insightly Marketing
Keap
Kustomer
Lyftrondata
Make
Microsoft Dynamics 365
MigrateMyCRM
Squarespace
StarfishETL
SyncSmart
Todoist
Vision Helpdesk
VisitorTrack
Vonage Communications APIs (Nexmo)
Xero
Xinix

Integrations Supported

Akita
Bodhi
Coresender
Exopen
Insightly Marketing
Keap
Kustomer
Lyftrondata
Make
Microsoft Dynamics 365
MigrateMyCRM
Squarespace
StarfishETL
SyncSmart
Todoist
Vision Helpdesk
VisitorTrack
Vonage Communications APIs (Nexmo)
Xero
Xinix

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$10.00/month/user
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

Flourish

Date Founded

2011

Company Location

United States

Company Website

www.flourishapp.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

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

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

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