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Ratings and Reviews 3 Ratings

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What is VipeCloud?

VipeCloud offers a comprehensive customer relationship management (CRM) solution tailored for sales and marketing activities. This platform is specifically crafted to assist small and medium-sized enterprises in optimizing their marketing efforts while effectively monitoring their sales processes. Its standout features encompass lead generation and prioritization, communication across multiple channels, analysis of customer engagement, and an autoresponder function. With VipeCloud, your business will gain the essential tools needed to attract and retain more customers. Both you and your team can experience rapid growth through the platform's capabilities in email marketing, sales automation, and CRM functionalities. By utilizing workflow automation and lead scoring, your sales team can focus on the most promising prospects, ensuring a smooth transition from marketing to sales, which is crucial for business expansion. Moreover, you can have complete confidence in our top-tier US-based support team, who are dedicated to assisting you at every stage of your growth journey. Their expertise and commitment make VipeCloud not just a tool, but a valuable partner in your business's success.

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.

Media

Media

Integrations Supported

Asana
Box
Dropbox
Facebook
Google Calendar
Google Workspace
Intercom
Jotform
PandaDoc
QuickBooks Online
RingCentral RingCX
Slack
Stripe
Tidio
Trello
Zapier
Zendesk

Integrations Supported

Asana
Box
Dropbox
Facebook
Google Calendar
Google Workspace
Intercom
Jotform
PandaDoc
QuickBooks Online
RingCentral RingCX
Slack
Stripe
Tidio
Trello
Zapier
Zendesk
ClayHR
Enzy
NETSOFT MLM

API Availability

Has API

API Availability

Pricing Information

$20.00/month/user
Ent: $720/user/yr or $75/user/mo.
Pro: $480/user/yr or $50/user/mo.
Plus: $240/user/yr or $25/user/mo.
Free Trial Offered?

Pricing Information

$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

VipeCloud

Date Founded

2011

Company Location

United States

Company Website

www.vipecloud.com

Company Facts

Organization Name

Insightly

Date Founded

2010

Company Location

United States

Company Website

www.insightly.com

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Template Management
WYSIWYG Email Editor

Franchise Management

Not specified

Lead Management

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

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Landing Pages / Web Forms
Lead Scoring
Segmentation
Social Marketing
Website Visitor Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Lead Management
Meeting Management
Performance Management

Categories and Features

Business Management

CRM
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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Healthcare CRM

Patient Communications
Patient Management
Predictive Analytics

Lead Management

Activity Tracking
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
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Proposal Management

Sales Force Automation

Commission Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Dashboard
Dynamic Modeling
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking

Not specified

Task Management

Collaboration
Create Subtasks
Gamification
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

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