Compare BankSight vs Insightly vs Act!

Insightly

CRM
 (576)

Act!

CRM
 (9)
More Information More Information More Information

Crozscore:

55%
what is this?
24%
interest falling

Crozscore:

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

Crozscore:

85%
what is this?
80%
46%
BankSight screenshot Insightly screenshot Act! screenshot view 5 more

Software Description:

BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell & referral ratios that increase revenues, and more loyal, committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers.

BankSight Intelligent Banking CRM is powered by banking-specific machine learning technologies and is purpose-built for community and regional banks, and credit unions. BankSight runs on Microsoft Azure and Dynamics 365. BankSight solution sets include:

  1. Perfect Small Business Outreach - Improve how well you market to small businesses in your community by giving your bankers timely insights, events, and alerts about new opportunities.

  2. Reduce Valuable Customer Churn - Automatically flag transactions—from auto-payment cancellations to money in motion—so your bankers can proactively reach out to at-risk customers.

  3. Protect and Expand Lending Relationships - Make it easier for your bankers to monitor loans, renewals and pre-screens, and to capture new lending applications—because your current customers are often your most loyal customers.

4.Attract Investment Advisory Services - Attract more wealth management advisory services by identifying customers most likely to benefit from your offerings.

Community and regional banks and credit unions are increasingly facing cutthroat competition and market challenges from a combination of forces including upstart fintechs, the largest national banks and regulatory compliance requirements. BankSight helps community and regional financial institutions protect their most valuable customer relationships while improving their customers' financial futures.

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:

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.

Features:

  • Dashboard
  • Customer Management
  • Multi-User
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • 2-Factor Authentication
  • Batch Permissions & Access
  • External Integrations
  • Contact Management

Features:

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

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

Summary:

  • Intelligent Banking CRM including a Commercial Lending Deal Builder Application

  • BankSight runs on Microsoft Azure and Dynamics 365

Summary:

    No key features associated with this application.

Summary:

  • Opportunity Management

  • Contact and Activity Management

  • Sales and Opportunity Tracking

  • Email Marketing

  • Integration and Automation

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

FAQs:

    Does this service offer an API?
  • BankSight offers over 1000+ APIs that can be leveraged for clients.

  • Who are the main user groups of this service?
  • BankSight is purpose-built for customer representatives and bankers at community and regional banks, and credit unions.

  • Does this service offer multi-user capability (e.g. teams)?
  • BankSight has a deep banking-authorization model that enables access and controls from the business-level, to teams, to individuals.

  • What platforms does this service support?
  • BankSight runs on Microsoft Azure and Dynamics 365.

  • What are some applications this service is commonly used in tandem with?
  • BankSight integrates with PowerBI, Office365, Linkedin, and other Microsoft products. BankSight has pre-built integration to common Core Banking applications and 3rd party financial data including TransUnion and CoreLogic.

  • Does this service offer guides, tutorials and or customer support?
  • BankSight offers guides, tutorials, and 24/7 customer support.

  • What is this service generally used for?
  • BankSight including Dynamics 365 can be used to market, sell, and service to customers.

FAQs:

    No FAQs associated with this application.

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.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

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

Publisher:

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

Other:

Who uses BankSight
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

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