Compare Batchbook vs Salesflare vs Insightly

Insightly

CRM
 (527)
More Information More Information More Information

Crozscore:

81%
what is this?
95%
46%
interest rising

Crozscore:

90%
what is this?
96%
39%
no significant changes

Crozscore:

92%
what is this?
92%
49%
interest falling
Batchbook screenshot view 4 more Salesflare screenshot view 3 more Insightly screenshot

Software Description:

BatchBook offers a great deal of information to help its users develop social strategies in order to improve customer relations. From a single application, the entire team can be connected to all of their social media profiles.
Batchbook takes the guesswork out of setting up the CRM by making it as easy as drag-and-drop. Users can drag-and-drop a vCard or spreadsheet into any Batchbook screen to add it to their database.
It'll analyze the fields and try to automatically match them with the fields that are already in use.
It is also possible to select fields for the other data that it doesn't recognize automatically, or make a new custom field.

Software Description:

Salesflare is an intelligent sales CRM that fills out itself so its users don’t have to. It thinks for you so you can think for your customers.

No more manually inputting data. From the start, Salesflare automatically collects everything about the people you’re in contact with (from stuff like social media, email signatures, company databases) and will keep track of all their interactions with you (phone, email, calendar). You just have to write the emails, make the calls and have the coffee.

Salesflare will make sure you’ll never miss a follow-up again. It automatically converts complexity into clear to-do lists from the data it gathers on customer activities and interactions towards you. It will tell you which leads are 'hot' and what to do about it. One quick glance at the pipeline-interface shows you all your opportunities and the stages they’re in.

Salesflare integrates with email clients such as Gmail & Outlook. It works everywhere you work: desktop, mobile and tablet devices. Or straight from your Gmail or Outlook inbox, where it can sit right next to your emails. 400+ other apps such as MailChimp, Slack and Trello can be connected via Zapier. For the techies it has a friendly yet powerful API to go nuts on.

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.

Features:

  • Dashboard

Features:

  • Project Management
  • Third-Party Plugins/Add-Ons
  • Task Scheduling/Tracking
  • Click-to-Dial
  • Call Tracking
  • Marketing Automation
  • Contact Sharing
  • 2-Factor Authentication
  • Multi-User
  • Dashboard
  • Scheduling
  • Calendar Management
  • Customer Management
  • Lead Management
  • Lead Scoring
  • Data Visualization
  • Forecasting
  • Data Import
  • File Transfer
  • Data Export
  • Email Integration
  • API
  • Notifications
  • Google Apps Integration
  • Contact Management
  • External Integrations
  • File Sharing

Features:

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

Summary:

  • Contacts Organization: Using tags, custom fields, and activities.

  • Instant Setup: Adding contacts to Batchbook immediately by dragging a vCard or CSV file onto any Batchbook page, or importing from other apps.

  • To-Dos & Lists: To-dos are wildly flexible and can be set up to work wherever you need them most – in e-mail, sms, a calendar or on mobile.

  • Mobile: Users have access to their contacts wherever and whenever they need them, using the mobile version of Batchbook.

  • Unlimited Users: Batchbook enables collaboration across teams

  • Deals: Users can track new leads coming in from webforms, e-mail marketing or social posts.

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Pricing:

  • Credit card required: N/A
  • $46/month up to 10,000 contacts.
    $63/month for up to 15,000 contacts.
    $80/month for up to 20,000 contacts.
    $96/month for up to 25,000 contacts.
    $113/month for up to 30,000 contacts.
    Free trial available for all pricing plans.

FAQs:

    Who are the main user groups of this service?
  • BatchBook is the CRM for small business.

  • What is this service generally used for?
  • It is generally used as a cloud based customer relationship management tool.

  • What platforms does this service support?
  • Web-based, Android, Windows Phone, iPhone.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with ActiveCampaign; Xero; and Freshdesk.

  • Does this service integrate with any other apps?
  • BatchBook integrates with: MailChimp, FreshBooks, QuickBooks, Xero, ActiveCampaign, Mad Mimi, Yesware, HappyFox, HootSuite, Direct Mail Manager, Eventbrite, Formstack, Google Apps for Work, RightSignature.

  • Does this service offer an API?
  • It offers a RESTful API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Batchbook enables collaboration across teams.

  • Does this service offer guides, tutorials and or customer support?
  • They offer video tutorials, online support, knowledge base, and webinars.

FAQs:

    Does this service integrate with any other apps?
  • Salesflare seamlessly integrates with Gmail, Google Drive and Google Apps. It's also very friendly with Zapier, enabling it to integrate with 400+ productivity apps such as MailChimp, Trello, Slack and many more.

  • Does this service offer an API?
  • REST API for the win!

  • What are some applications this service is commonly used in tandem with?
  • Salesflare will be best friends with your Gmail or Outlook inbox; from there on out, it can be connected to a lot of other great apps to help your workflow via Zapier. Some common examples include MailChimp, Trello and Slack.

  • What is this service generally used for?
  • Salesflare is used for sales flow automation and sales pipeline management.

  • What platforms does this service support?
  • Salesflare works everywhere you work: desktop, mobile and tablet devices (native iOS and Android apps).

  • Does this service offer guides, tutorials and or customer support?
  • Online support, phone support and whatever way you want to get in touch with us. Tutorials, FAQs and how-to-videos in the making.

  • Does this service offer multi-user capability (e.g. teams)?
  • Salesflare is all about teamwork.

  • Who are the main user groups of this service?
  • Ambitious sales teams in startups and small-to medium-sized businesses.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
2-10
Likes:
Followers:

Publisher:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Salesflare
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
Back to top