Compare Contactually vs Salesflare vs Insightly

Insightly

CRM
 (529)
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Crozscore:

83%
what is this?
73%
46%
interest falling

Crozscore:

84%
what is this?
95%
39%
interest falling

Crozscore:

92%
what is this?
92%
49%
interest rising
Contactually screenshot view 5 more Salesflare screenshot view 3 more Insightly screenshot

Software Description:

Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.

It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.

The benefits of using Contactually are made evident in the time saved and through more efficient communication.

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:

  • API
  • Contact Management
  • Contact Sharing
  • Data Export
  • Data Import
  • History/Version Control
  • Lead Management
  • Task Scheduling/Tracking

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:

  • The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.

  • Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.

  • Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.

  • Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.

  • Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.

  • Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Pricing:

  • Credit card required: N/A
  • Basic: $29 per month, annually, or 35$ per month monthly.
    Professional: $49 per month, or 59$ per month monthly.
    Enterprise: $99 per month, or 125$ per month monthly.
    All price plans include a free trial.

FAQs:

    What platforms does this service support?
  • Web-based platform, with mobile apps for Android and iPhone-iPad.

  • Who are the main user groups of this service?
  • The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.

  • What is this service generally used for?
  • The main purpose of Contactually is to offer advanced communication management features.

  • Does this service integrate with any other apps?
  • Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.

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

  • Does this service offer guides, tutorials and or customer support?
  • Their support includes: webinars, FAQ section, email support, phone support, video tutorial.

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:
2011
Based in:
Washington
Employees:
11-50
Likes:
20.8k
Followers:
11.5k

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.
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