Compare 1CRM vs bpm'online CRM vs Insightly

1CRM

CRM
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Insightly

CRM
 (1139)
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Software Description

1CRM is a highly customizable and cost-effective Customer Relationship & Business Management system. It allows you to organize your whole business within a single web application and access that information at any time.

Each edition (including the free Startup Edition) includes sales & marketing automation, full order & project management, service cases, 24/7 self-service portal & eStore, customizable dashboards, mobile access, and more.

1CRM integrates with many tools, such as: Facebook, Twitter, GoToMeeting, Wordpress, Magento, Quickbooks, iCal, Google Apps, Google Maps, Skype, LinkedIn, and Google+.

Available on the Cloud or On-Premise, 1CRM allows everyone in your business to collaborate effectively by all having access to the same information within a single platform. Whether they are in the office or on-the-go, being able to easily access that information allows for a faster and more efficient approach to customer service.

Software Description

BPMonline CRM is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Bpm’online marketing: multichannel marketing software to deliver demand generation excellence.

  • Bpm’online sales: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Bpm’online service: innovative customer service tools to deliver exceptional customer experience.

Join our interactive live presentation of the newest version of bpm’online 7.11. September, 28

Register on our website for the event and explore bpm'online 7.11 that features amazing new AI capabilities, a revamped campaign designer and over 200 other enhancements to its CRM and BPM solutions. Save your seat today!

Software Description

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA). Learn more at Insightly.com.

Features

  • Customer Service
  • Google Apps Integration
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • Data Visualization
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • API
  • Notifications
  • Marketing Automation
  • Project Management
  • Multi-User
  • Gantt Charts
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Inventory Tracking
  • Contact Management
  • Contact Sharing
  • Batch Permissions & Access
  • File Sharing
  • External Integrations
  • File Transfer
  • Social-Media Integration
  • Conversion Tracking
  • Audience Targeting
  • Expense Tracking
  • Accounts Receivable
  • Payroll
  • Password & Access Management
  • Accounts Payable
  • Budgeting

Features

  • Customer Service
  • Sales Automation
  • Time Management
  • Project Management
  • Travel Management
  • Dashboard
  • Calendar Management
  • Customer Management
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • Data Import
  • Forecasting
  • Lead Scoring
  • Lead Management
  • Contact Sharing
  • Marketing Automation
  • Contact Management
  • Email Integration

Features

  • Click-to-Dial
  • Call Tracking
  • Gantt Charts
  • File Transfer
  • Referral Tracking
  • Multi-Currency
  • CRM Integration
  • Lead Scoring
  • Notifications
  • Resource Management
  • Roadmapping
  • Batch Permissions & Access
  • Supplier Management
  • Analytics
  • Data Export
  • Conversion Tracking
  • External Integrations
  • Calendar Management
  • Customer Management
  • Dashboard
  • Scheduling
  • Task Scheduling/Tracking
  • Multi-User
  • Inventory Tracking
  • Google Apps Integration
  • Data Import
  • Forecasting
  • Data Visualization
  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Summary

  • All-in-One CRM Software

  • Affordable CRM Solution

  • CRM for iOS

  • Online Business Management System

  • Cloud CRM

  • Customizable CRM

Summary

    No key features associated with this application.

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Pricing

  • Starting from: $12.00/month
  • Credit card required: No
  • 1CRM offers both On-Premise and Cloud deployment options, and users can purchase monthly, annual, or perpetual licenses.

    • Startup Edition: FREE
    • Startup+ Edition: $12/month
    • Professional Edition: $21/month
    • Enterprise Edition: $27/month

FAQs

    Does this service offer an API?
  • Yes.

  • What platforms does this service support?
  • iPhone-iPad, iPhone, Linux, Mac, Windows, Web-based, Windows Phone, Mobile Web App

  • What are some applications this service is commonly used in tandem with?
  • Skype, GoToMeeting, Wordpress, DropBox, Outlook, RingCentral, Stripe, WooCommerce, Xero, HubSpot, Google Apps, Joomla, SimplyCast, Memotoo

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes it does.

  • What is this service generally used for?
  • 1CRM is used to manage your entire business from one platform. In addition to sales & marketing automation, 1CRM also includes full order & project management.

  • Does this service offer guides, tutorials and or customer support?
  • To learn more about the features within 1CRM, users can download free Documentation guides, join the community forum, watch video tutorials, explore the knowledge base, and phone or email for support.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What is this service generally used for?
  • Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    bpm'onlise sales - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *bpm'online service *- innovative customer service tools to deliver an exceptional customer experience.

    *bpm'onlie marketing *- multichannel marketing software to deliver demand generation excellence.

  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • Does this service offer an API?
  • Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

FAQs

    What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

Publisher

Founded:
-
Based in:
Victoria
Employees:
11-50
Likes:
Followers:

Publisher

Founded:
-
Based in:
-
Employees:
-
Likes:
14.3k
Followers:
2.88k

Publisher

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Other

Who uses 1CRM
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
Italian, Norwegian, German, French, Spanish, English, Swedish, Irish, Danish
Regional Restrictions:
No restrictions.

Other

Who uses bpm'online CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Italian, Hebrew, Polish, Russian, German, French, Spanish, Turkish, English, Arabic, Portuguese
Regional Restrictions:
No restrictions.

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Italian, German, French, Spanish, English, Chinese, Portuguese
Regional Restrictions:
n/a
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