Compare Highrise vs DealerSocket vs Insightly

Highrise

CRM
 (4)

Insightly

CRM
 (1143)
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85%
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83%
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Software Description

Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.

Software Description

DealerSocket offers a CRM solution for Franchise, Independent, and car dealers to handle fresh ups, phone ups and Internet leads all from one central platform. Many businesses spend a lot of time and money to get test drive appointments, and DealerSocket is taking aim at just this problem.

The platform comes with stylish and intuitive design, along with the dashboard that shows the review of the dealers performance. It streamlines car sales and marketing activities with proactive tools to manage leads, inventory, and customer experience.

The marketing automation module of this solution is mainly intended to create profitable opportunities designed to contact the right customer with the right message at the right time. The marketing features include: Multi-step Campaign Management, Email Marketing, Data Mining, MarketPlace, Reporting, and Call Management.

Software Description

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA). Learn more at Insightly.com.

Features

  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Project Management
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • Data Visualization
  • 2-Factor Authentication
  • Contact Sharing
  • Contact Management
  • External Integrations
  • Batch Permissions & Access
  • File Sharing

Features

  • Call Tracking
  • Scheduling
  • Lead Management
  • Notifications
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • Marketing Automation
  • Inventory Tracking
  • External Integrations
  • Lead Scoring
  • Dashboard
  • Customer Management

Features

  • Click-to-Dial
  • Call Tracking
  • Gantt Charts
  • File Transfer
  • Referral Tracking
  • Multi-Currency
  • CRM Integration
  • Lead Scoring
  • Notifications
  • Resource Management
  • Roadmapping
  • Batch Permissions & Access
  • Supplier Management
  • Analytics
  • Data Export
  • Conversion Tracking
  • External Integrations
  • Calendar Management
  • Customer Management
  • Dashboard
  • Scheduling
  • Task Scheduling/Tracking
  • Multi-User
  • Inventory Tracking
  • Google Apps Integration
  • Data Import
  • Forecasting
  • Data Visualization
  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Summary

  • Sharing: Share an address book; Store important emails; Attach documents and files; Control who sees what with easy privacy settings.

  • Task Tracking & Reminders: Keep track of important tasks; Assign tasks to team members; Get reminders via email or SMS.

  • Communication Management: Send emails to contacts; Import contacts via CSV; Connect 3rd party tools like MailChimp.

Summary

  • Customer Database

  • Form Printing

  • Lease Management

  • Multi-step Campaign Management

  • Email Marketing

  • Email Marketing

  • MarketPlace

  • Fresh-ups

  • Phone-ups

  • Internet leads

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Pricing

  • Credit card required: N/A
  • Free: 2 users, no files, 250 contacts.
    Solo: $29/month; 1 user; 20,000 contacts.
    Basic: $24/month; Up to 6 users; 5,000 contacts.
    Plus: $49/month; Up to 15 users; 20,000 contacts.
    Premium: $99/month; Up to 40 users; 30,000 contacts.
    Max: $149/month; Unlimited users; 50,000 contacts.
    Contact them support@highrisehq.com for additional options.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...

  • What platforms does this service support?
  • It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.

  • Who are the main user groups of this service?
  • Main users of Highrise are small and medium-sized business owners.

  • What is this service generally used for?
  • It is used as a contact management platform.

  • What are some applications this service is commonly used in tandem with?
  • Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.

  • Does this service integrate with any other apps?
  • Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.

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

  • Does this service offer an API?
  • It offers integration with many 3rd party tools via API.

FAQs

    Does this service offer an API?
  • Yes, it offers API.

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

  • Does this service integrate with any other apps?
  • Integrations: Auto/Mate, AutoStar, Autosoft, CDK Digital Marketing, FEX DMS, DealerTrack, Reynolds & Reynolds, Quorum, MyDealerLot.

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

  • Does this service offer guides, tutorials and or customer support?
  • Support: Live Support, Email Support, Phone Support.

  • What platforms does this service support?
  • This is a web-based software, with Android and iOS native apps offered.

  • Who are the main user groups of this service?
  • DealerSocket is used by more than 100,000 users at over 3800 auto dealerships throughout the U.S., Canada, and Australia.

FAQs

    What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

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

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

Publisher

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

Publisher

Founded:
-
Based in:
-
Employees:
-
Likes:
13.5k
Followers:
10.5k

Publisher

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
35k
Followers:
7.6k

Other

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

Other

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

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Spanish, German, Portuguese, French, English, Italian, Chinese
Regional Restrictions:
n/a
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