Comparison of Sales Force Automation features of Agile CRM and Insightly| Feature | | |
|---|
| Customer data management / contact management | 3.619 Ratings | 8.6383 Ratings |
|---|
| Workflow management | 5.516 Ratings | 6.6351 Ratings |
|---|
| Territory management | 2.311 Ratings | 6.874 Ratings |
|---|
| Opportunity management | 3.416 Ratings | 8.7349 Ratings |
|---|
| Integration with email client (e.g., Outlook or Gmail) | 1.118 Ratings | 6.7357 Ratings |
|---|
| Contract management | 4.211 Ratings | 6.521 Ratings |
|---|
| Quote & order management | 3.512 Ratings | 8.364 Ratings |
|---|
| Interaction tracking | 3.718 Ratings | 5.8312 Ratings |
|---|
| Channel / partner relationship management | 1.79 Ratings | 7.724 Ratings |
|---|
|
Comparison of Customer Service & Support features of Agile CRM and Insightly| Feature | | |
|---|
| Case management | 1.814 Ratings | 7.011 Ratings |
|---|
| Call center management | 1.814 Ratings | 7.28 Ratings |
|---|
| Help desk management | 1.816 Ratings | 7.19 Ratings |
|---|
|
Comparison of Marketing Automation features of Agile CRM and Insightly| Feature | | |
|---|
| Lead management | 5.518 Ratings | 5.3298 Ratings |
|---|
| Email marketing | 1.119 Ratings | 4.4245 Ratings |
|---|
|
Comparison of CRM Project Management features of Agile CRM and Insightly| Feature | | |
|---|
| Task management | 4.915 Ratings | 6.3374 Ratings |
|---|
| Billing and invoicing management | 1.410 Ratings | 6.039 Ratings |
|---|
| Reporting | 4.417 Ratings | 6.4321 Ratings |
|---|
|
Comparison of CRM Reporting & Analytics features of Agile CRM and Insightly| Feature | | |
|---|
| Forecasting | 1.314 Ratings | 7.092 Ratings |
|---|
| Pipeline visualization | 1.916 Ratings | 8.0321 Ratings |
|---|
| Customizable reports | 1.117 Ratings | 7.5307 Ratings |
|---|
|
Comparison of Customization features of Agile CRM and Insightly| Feature | | |
|---|
| Custom fields | 3.919 Ratings | 6.5344 Ratings |
|---|
| Custom objects | 6.013 Ratings | 6.0105 Ratings |
|---|
| Scripting environment | 1.49 Ratings | 6.86 Ratings |
|---|
| API for custom integration | 5.011 Ratings | 5.5178 Ratings |
|---|
|
Comparison of Security features of Agile CRM and Insightly| Feature | | |
|---|
| Single sign-on capability | 5.915 Ratings | 7.8262 Ratings |
|---|
| Role-based user permissions | 5.916 Ratings | 8.2197 Ratings |
|---|
|
Comparison of Social CRM features of Agile CRM and Insightly| Feature | | |
|---|
| Social data | 3.012 Ratings | 6.825 Ratings |
|---|
| Social engagement | 3.012 Ratings | 8.078 Ratings |
|---|
|
Comparison of Integrations with 3rd-party Software features of Agile CRM and Insightly| Feature | | |
|---|
| Marketing automation | 6.514 Ratings | 6.9146 Ratings |
|---|
| Compensation management | 3.89 Ratings | 5.14 Ratings |
|---|
|
|