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Insightly

 615 ratings CRM

Wrike

 1902 ratings Project Management
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86%
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About Insightly

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.

About Wrike

Wrike makes managing multiple projects and cross-functional, distributed, or growing teams easier. Our end-to-end solution takes your projects from the initial request stage all the way to tracking work progress and reporting results. Manage Enterprise projects from creating and delegating tasks, to visualizing plans and organize workflows, and more. Perfect for Marketing, Creative, Operations, IT, Project, and Product teams of 20+ people.

Challenges Wrike helps solve:

  1. Data silos: Tasks, discussions, and documents scattered across email, Skype, personal computers, and spreadsheets
  2. Poor visibility into work status
  3. Missed deadlines and project failures

Main benefits:

  • Accelerating project delivery by using a platform your team will actually use and love
  • Keeping all team members on the same page even across borders without lengthy status meetings, long email threads and spreadsheet updates
  • Big picture of project progress with real-time updates and cross-project reports and newsfeed
  • Real-time team collaboration with discussions, files attached to tasks, and a built-in document editor

Features

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

Features

  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Gantt Charts
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Resource Management

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.

Summary

  • Streamline internal and external requests with built-in forms.

  • Reduce the volume of repetitive planning work with project templates.

  • Switch to the Timeline view during meetings to visualize progress, review estimates, and spot bottlenecks.

  • Create your own Custom Workflows to save time spent on hand-offs and bring clarity into processes across cross the teams.

  • Simplify feedback and approval cycles with full context. Share, edit, review, and approve your files right in Wrike.

  • Keep track of how time is being spent by project or by team member for accurate planning and budget management.

  • Create customizable dashboards of the most important projects that include graphs, task statuses, and real-time updates.

  • Share real-time, interactive reports, and schedule notifications for report updates or reviews on a regular basis.

  • Balance resources and track performance via a workload view

  • Manage your projects on the go with Wrike's native mobile apps for iPhone and Android

Pricing

Free

Free
Included in plan:
  • Task management
  • File Sharing
  • Real-time Activity Stream
  • Basic integrations
  • Spreadsheet view
  • iPhone and Android apps
  • 2GB of data storage

Professional

$9.80
1 user(s) / month
Included in plan:
  • All Free features
  • Interactive Timeline (Gantt Chart)
  • Tasks and Subtasks
  • Advanced integrations
  • Sharable Dashboards
  • Unlimited collaborators
  • 5 Gb of data storage

Business

$24.80
1 user(s) / month
Included in plan:
  • Custom fields and workflows
  • Custom reports with scheduled notifications
  • Report templates
  • Graphical analytics
  • Salesforce integration
  • Resource management
  • Request forms
  • Time tracking
  • User permissions
  • Branded workspace
  • User groups
  • 50GB of storage space
  • All free and professional features

Marketers

$34.60
1 user(s) / month
Included in plan:
  • All free, professional and business features
  • Proofing and approvals (video, images and documents)
  • Adobe Creative Cloud Extension
  • Tailored Workspace

Enterprise


1 user(s) / month
Included in plan:
  • All Free, Professional, and Business features
  • Active Directory Integration
  • SAML 2.0 Single Sign-On
  • Two-factor authentification
  • User Audit Report
  • Password policies
  • Network access and complience policies
  • 100 GB of storage spce

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.

FAQs

    No FAQs associated with this application.

Vendor Information

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

Vendor Information

Founded:
2003
Based in:
San Jose
Employees:
501-1000
Likes:
Followers:

Other

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

Other

Who uses Wrike
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Russian, French, German, Japanese, Italian, Spanish, Portuguese
Regional Restrictions:
No restrictions.

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