Compare Funnel vs Act! vs Insightly

Funnel

CRM
 (1)

Act!

CRM
 (8)

Insightly

CRM
 (581)
More Information More Information More Information

Crozscore:

63%
what is this?
80%
32%
interest falling

Crozscore:

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

Crozscore:

89%
what is this?
87%
49%
no significant changes
Funnel screenshot view 2 more Act! screenshot view 5 more Insightly screenshot

Software Description:

We had an ongoing problem with handling work inquiries coming mostly from our own website. We would either lose track of them because they would just drift down into the depths of our inboxes, and we would often forget to follow up on deals we didn’t receive a reply on.

We figured all this trouble can be solved — at least to a point — with an app that would have the following basic feature set:

  • a simple form for capturing leads, similar to a contact form many sites have,
  • a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other email,
  • a way to communicate with our customers through the app, as well as through standard email,
  • ability to put together and send professional proposals as we couldn't be bothered to create PDFs each and every time someone wanted an estimate,
  • an address book that consisted of profiles of people that contacted us, but one that we could add to manually as well.
  • See who has viewed your emails, proposal and quotations.

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.

Features:

  • Multi-Site
  • Multi-User
  • Pricing
  • Notifications
  • Data Import
  • Multi-Currency
  • Data Export
  • Call Tracking
  • Dashboard
  • Email Integration
  • Customer Management
  • Lead Management
  • Contact Management
  • Google Apps Integration
  • File Sharing

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

Summary:

  • Contact form creation and editing without technical knowledge

  • Deal Tracking

  • Business address book (lightweight CRM)

  • Proposal creation and delivery via email

  • Gmail integration

  • See who viewed your Emails, Proposal and Quotations

Summary:

  • Opportunity Management

  • Contact and Activity Management

  • Sales and Opportunity Tracking

  • Email Marketing

  • Integration and Automation

Summary:

    No key features associated with this application.

Standard

$10.00
1 user(s) / month
Included in plan:
  • Free 14 days Trial (with no commitments)
  • One User
  • Email Templates
  • Unlimited number of Contacts
  • Unlimited number of Deals
  • One Form

Pro Plan

$39.00
5 user(s) / month
Included in plan:
  • Free 14 days Trial (with no commitments)
  • Premium Support
  • Email Templates
  • Unlimited number of Contacts
  • Unlimited number of Deals
  • 5 Users
  • Unlimited Forms

Additional User

$2.00
1 user(s) / month
Included in plan:
  • Add another user in your Funnel CRM

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 guides, tutorials and or customer support?
  • Yes
    * Updated Helpdesk with FAQs, guides and videos
    * Friendly Chat Support
    * Facebook Group for better Feature Request
    * Email Support
    * Phone Support

  • What are some applications this service is commonly used in tandem with?
    • Fully Integrated with Gmail and G suite.
    • You can easily embed code on your website within minutes
  • Does this service offer multi-user capability (e.g. teams)?
  • Yes
    * Multi User
    * Multi Company
    * Multi Pipelines

  • Does this service integrate with any other apps?
    • Fully Integrated with Gmail and G suite.
  • What platforms does this service support?
  • Funnel is a Web based product with a fully responsive design so you can manage it on the go.

    Dedicated Apps are coming soon for:
    * Apple Devices (iPhone, iPads and Macbooks)
    * Android Devices
    * Chrome Extensions
    * Gmail Extensions
    and more

  • Who are the main user groups of this service?
  • Business Owners and Sales Teams including:
    * Freelancers
    * Small businesses
    * Mid Sized businesses
    * Startups
    * Agencies
    * Anyone who uses internet/emails to communicate with their customers

    Funnel can be used for any type of Industry like:
    - Digital Agencies
    - Freelancers of any service
    - Software Houses
    - Designers
    - Photographers
    - Personal Trainers
    - Online Stores
    - Bloggers
    and much more

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.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
49

Publisher:

Founded:
-
Based in:
-
Employees:
11-50
Likes:
Followers:
62

Publisher:

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

Other:

Who uses Funnel
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

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

Other:

Regional Restrictions:
No restrictions.
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