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insightly Alternatives

insightly Alternatives

insightly

Insightly is a web-based project and Customer Relationship Management (CRM) application that integrates with Google Apps via a Gmail contextual gadget and Google Docs support.

Unique to Insightly is the concept of "linking": any element in the system can be associated with another element: projects, tasks, contacts, organizations, events, emails, opportunities. The link describes the role. For example, contacts can be associated with other contacts as "colleague", "was referred to / referred" etc., or as a custom relationship. Tasks cannot be associated with tasks, and Insightly lacks task dependencies or Gantt charts. A task can be linked to multiple projects via the "Link" feature, but there is no drag-and-drop. Tasks can only be assigned to one Insightly user, and cannot have a start or due time (only a date). Insightly, however, support events, where the time can be set.

Insightly supports tags for opportunities, projects, contacts, organizations, and emails. However, tags for projects are totally separate from tags for contacts, and searches for the tag name don't find any.

Contacts, projects, opportunities, tasks support custom fields, but only up to 10, and only text, drop-down and date (compare to Podio or Solve360). Projects, like contacts, can have a photo/image.

The Gmail contextual gadget can be used to add tasks, projects, opportunities, and emails, but not contacts. Email notifications include a daily email reminder with overdue tasks.

There is no social media integration, but for organizations, there is an event tab with Google search items.

Insightly lacks Gantt charts and an API (http://support.insight.ly/entries/383383-api-external-information-integration ). Comments, notes, task details do not support rich formating, only plain text. Email import from Gmail misses formatting. The user community was deleted in January 2012.

Best insightly Alternatives

Lets compare the best apps like insightly, shall we? We've picked out some really great programs for your platform. Check them out!

ONLYOFFICE

ONLYOFFICE

FreemiumOpen SourceMacWindowsLinuxWebAndroidiPhoneAndroid TabletiPadSelf-HostedSoftware as a Service (SaaS)

Open source productivity suite for managing documents, collaborative projects, and CRM.

Features:

  • Collaborative Workspaces
  • Compatible with Microsoft Office
  • Nextcloud integration
  • Real time collaboration
  • Built-in translation
  • End-to-End Encryption
  • Equation editor
  • Integrated Chat
  • Integrated Youtube support
  • Latex equations
  • Multiple languages
  • Works Offline
  • Portable
  • Real time collaboration
  • Spreadsheets
  • Tabbed interface
  • White-labeled
Zoho

Zoho

CommercialWeb

Zoho is an all-in-one online office suite. Zoho gears itself towards businesses, increasing your productivity and offering easy, real-time collaboration. Zoho offers a...

Features:

  • Ad-free
  • Custom login portal
  • CRM
  • Encrypted Email
  • Leadfeeder integration
  • Email Server
  • Open API
  • Software as a Service
  • Spreadsheets
  • Wiki
  • Workflow
Freedcamp

Freedcamp

FreemiumMacWindowsWebAndroidiPhone

Freedcamp is a work collaboration platform with an emphasis on project management.

Features:

  • Gantt-charts
  • Kanban boards
  • Password management
  • Real time collaboration
  • Remote Work
  • Task Management
  • Team work
  • Todos
Bitrix24

Bitrix24

FreemiumMacWindowsLinuxWebAndroidiPhoneAndroid TabletiPadSelf-Hosted

Some companies already use Bitrix24 for project collaboration and customer management. Tasks, chats, contacts and VoIP calls - all in one suite. Free for up to 12 users.

Features:

  • CRM
  • Shared calendars
  • Task Management
  • Team Collaboration
  • Video chat
  • Custom data fields
  • CRM
  • Document sharing
  • Gantt-charts
  • Group chat
  • Group collaboration
  • Project Tracking
  • Share your screen
  • Social intranet
  • Software as a Service
  • Video chat
  • Video Conferencing
  • Voice chat
  • Workflow Automation
EspoCRM

EspoCRM

FreemiumOpen SourceMacWindowsLinuxSelf-HostedJavaScriptSoftware as a Service (SaaS)PHPCloudron

EspoCRM is an Open Source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the...

Features:

  • Social feed
  • Configurable
  • CRM
  • Customer support
  • Drag n drop
  • Dropbox integration
  • Google Drive integration
  • Inventory management
  • Marketing automation
  • Multiple languages
  • No coding required
  • Web-Based
  • Web Forms
  • Workflow Management
Mautic

Mautic

FreemiumOpen SourceWebSelf-Hosted

Mautic is marketing automation software (email, social, & more). Install on your own website or create a free hosted account. The simple 3-step setup process takes...

Features:

  • Email marketing automation
  • Form builder
  • Forms
  • Lead Generation
  • Marketing automation
  • Reporting
  • Web-Based
Zoho CRM

Zoho CRM

FreemiumWebMicrosoft Office OutlookSoftware as a Service (SaaS)Microsoft Office Suite

On-demand CRM (Customer Relationship Management) services for managing organization-wide sales, marketing, customer support, and orders.

Features:

  • CRM
  • CRM
  • Customer support
  • Dropbox integration
  • Inventory management
  • Real-time analytics
  • REST API
  • Sales funnel
  • Slack integration
  • Workflow Automation
Vtiger CRM

Vtiger CRM

FreemiumOpen SourceMacWindowsLinuxAndroidiPhoneAndroid TabletiPadSelf-Hosted

Vtiger CRM is award-winning software used by small and medium sized businesses to grow sales, improve marketing ROI, and deliver great customer service. .

Features:

  • REST API
  • API Integration
  • CRM
  • Customer support
  • Inventory management
  • Marketing automation
  • Real time collaboration
  • Task Management
Salesforce

Salesforce

CommercialWebSoftware as a Service (SaaS)

Web-based CRM for sales, service, marketing, and call center operations that allows users to manage customer relationships and customer satisfaction.

Features:

  • CRM
  • Contacts
  • Integration with CRMs
  • CRM
  • IFTTT integration
  • Lead nurturing
  • Marketing automation
  • Web-Based
Collabtive

Collabtive

FreeOpen SourceMySQL Community EditionSelf-HostedPHP

Collabtive is a cloud based groupware, easy to use and efficient for your projects.

Features:

  • Project Tracking
  • Real time collaboration
  • Todos

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