Compare Act! vs Insightly vs Velocify

Act!

CRM
 (8)

Insightly

CRM
 (577)

Velocify

CRM
 (290)
More Information More Information More Information

Crozscore:

85%
what is this?
80%
46%
interest falling

Crozscore:

90%
what is this?
90%
49%
interest falling

Crozscore:

91%
what is this?
92%
44%
no significant changes
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Software Description:

Act! provides small enterprises with CRM and contact management solution. Users no longer need spreadsheets or document files to take notes, manage clients, control customer database, and track cooperation.

Customer relations have the essential impact on sales results, and now business owners can control the whole process form one customizable interface. Act! provides them with a complete solution to lead data and pending opportunities.

This service also offers follow-up actions, scheduling, emailing functions, and smart contact lists. Sales managers can follow and align execution and pipeline efficiency with comprehensive dashboard and reports.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Software Description:

Velocify is one of leading web-based CRM and sales management platforms, serving more than 1,500 companies. It enables them to reach prospects, generate leads, accelerate sales, and keep pace with customer needs. Velocify incorporates online marketing, sales, customer care, and communication features. It is all combined in one online and user-friendly platform.

Users are able to control all operations and check reports from management’s user dashboard, along with calendar and scheduling function, for organizing essential activities.

Features:

  • Customer Management
  • Lead Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • Data Export
  • Data Import
  • Task Scheduling/Tracking
  • Forecasting
  • Google Apps Integration
  • Dashboard
  • Scheduling
  • Lead Scoring
  • Contact Management
  • Calendar Management
  • External Integrations
  • API

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Features:

  • Multi-User
  • CRM Integration
  • Call Disposition
  • Data Export
  • Data Import
  • Contact Management
  • Click-to-Dial
  • Email Integration
  • Marketing Automation
  • Notifications
  • Calendar Management
  • Customer Management
  • Lead Management
  • Lead Scoring
  • External Integrations
  • API
  • Scheduling
  • Dashboard
  • Call Tracking

Summary:

  • Opportunity Management

  • Contact and Activity Management

  • Sales and Opportunity Tracking

  • Email Marketing

  • Integration and Automation

Summary:

    No key features associated with this application.

Summary:

  • Rapid Sales Automation

  • Integrates With Salesforce

  • Instant Sales Notification

  • Captures Forms Leads

  • Multiple Distribution Programs

  • Automated SMS and Email

  • Appointment Scheduling

  • Interactive Voice Response

  • Call Transfers and Conferencing

  • Call Recording

Pro

$293.00
User
Included in plan:
  • Entry-Level
  • Out-of-the-Box Feature Set For Individuals
  • Desktop Access

Premium

$26.00
1 user(s) / month
Included in plan:
  • Full-Featured
  • Everywhere-Access CRM for Individuals & Teams – You Deploy Onsite!
  • Self-Hosted Online, Offline, & Mobile Access

Premium Cloud

$41.00
1 user(s) / month
Included in plan:
  • Full-Featured
  • Everywhere Access CRM in the Cloud - We Handle the Technical Details!
  • Vendor-Hosted Online, Offline, & Mobile Access

Standard

$60.00
1 user(s) / month
Included in plan:
  • Designed for smaller teams.
  • 2-10 Users.

Plus

$60.00
1 user(s) / month
Included in plan:
  • Designed for small teams with additional configuration needs.
  • 3-15 Users.

Advanced

$95.00
1 user(s) / month
Included in plan:
  • Designed for Mid-sized Businesses.
  • 16-100+ Users.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What are some applications this service is commonly used in tandem with?
  • Act! is most commonly used in tandem with MS Office and G Suite apps.

  • Does this service offer an API?
  • Yes, there is an API offered.

  • Who are the main user groups of this service?
  • Main users of Act! are small and medium-sized enterprises.

  • Does this service integrate with any other apps?
  • Integrations available: Dropbox, Microsoft Office 365, G Suite, LinkedIn, Facebook, Microsoft Outlook, iCloud,
    Campaign Monitor, Constant Contact, Google Apps for Work, SalesNexus, Evolve IP Phone System, SpitFire, HomeTrak, CloudCallClick, 8×8 Virtual Contact Center.

  • What is this service generally used for?
  • This software is used for customer relationship management.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Phone Support, Email Support, FAQs, Community, Knowledge Base.

  • What platforms does this service support?
  • Act! is, depending on a pricing plan, either desktop or cloud-based platform.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer an API?
  • Yes, Velocify provides API.

  • Does this service integrate with any other apps?
  • It integrates with SalesForce, Infusionsoft, iContact, HubSpot, GoToWebinar, Eventbrite, Constant Contact, MailChimp, Marketo, Recurly ®, SlideShare, Magento, Asana, truDigital Signage, Five9, X5 Cloud Contact Center, SlideShare.

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

  • What are some applications this service is commonly used in tandem with?
  • This service is most frequently used in tandem with SalesForce.

  • What is this service generally used for?
  • This service is used for CRM and sales automation.

  • What platforms does this service support?
  • This is a web-based platform, with iOS mobile app.

  • Who are the main user groups of this service?
  • Main users of Velocify are sales and customer management departments in SMEs and large enterprises.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Phone Support, Email Support, Video Tutorials, Knowledge Base.

Publisher:

Founded:
-
Based in:
-
Employees:
11-50
Likes:
18.4k
Followers:
64

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
35.1k
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
3.02k
Followers:
4.38k

Other:

Who uses Act!
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
French, Dutch, English, Polish, German
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Velocify
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.
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