Compare Insly vs EPESI CRM vs ALTO Exchange

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Crozscore:

67%
what is this?
33%
interest falling

Crozscore:

60%
what is this?
39%
interest falling

Crozscore:

54%
what is this?
19%
interest falling
Insly screenshot view 1 more EPESI CRM screenshot view 4 more ALTO Exchange screenshot view 3 more

Software Description:

Insurance broker and agents – there are more than 1 million of them globally – are facing serious problem. They are participating in very competitive industry (selling insurance) and they are doing it with paper and spreadsheet. This needs to change in order for them to survive.

Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated. All our competitors are offering their solution in one selected country.

Software Description:

EPESI CRM is an open source application for any company. It is a tool with multiple features that allows organizing, processing and storing information in every business. It helps you to manage your data precisely, flexibly and easily, simplifying internal communication and making workflow more efficient.

Advantages of EPESI CRM:
1. Web-based application
2. Easy to use and configure
3. Intuitive interface
4. Modular structure
5. Organized internal communication
6. Multilingual handling
7. OS platform independent
8. Enterprise support

Thanks to its modular design EPESI serves also as a base for extensions - it is prepared for additional modules to be attached to it, like building blocks. You can get these modules from our store, create them yourself or ask some third party to do so.

Our CRM (Customer Relationship Management) system has many advantages that are desired by companies. It allows storing data on servers in a very simple and accessible way, allowing you to use the safety and security of advanced computer technologies. It makes data sharing very easy and fast, allowing you to share all kinds of calendar events, client data and internal information.

With EPESI all company employees (unlimited number of users) can access data from anywhere - all the requirements are an Internet connection and a web browser. EPESI also records a full history of changes and other user activities and allows controlling the data access down to individual fields.

The recommended option (fast and easy, no IT knowledge required) to start using EPESI is choosing Cloud edition.
We will host your data in a secure computer center, with redundant disks, backups and fast and reliable Internet connection.

Try now 30-day EPESI Cloud for free and then run your business efficiently!

Software Description:

Keep track of your project costs with electronic invoicing. Leverage dynamic discounting. Allow suppliers to manage invoice disputes, convert POs to invoices and the best part - it's free for suppliers.

Benefits:
Reduce invoice processing costs.
Take advantage of discounts and improve supplier relationships.
Improve accuracy and working capital management.

Track invoices on demand: Provide your suppliers with meaningful, clear and transparent information about their invoice status on demand. With ALTO Exchange, reduce time spent on calls, chats and email inquiries.
Convert POs to invoices: With just one click, your suppliers can receive and convert approved purchase orders to invoices.
Invoice compliance: Implement front end validation rules that fit your company's needs. Garbage in, garbage out. Receive only correct and valid information from your suppliers.

Features:

  • API
  • Balance Sheet
  • Billing/Invoicing
  • CRM Integration
  • Dashboard
  • Data Export
  • Data Import
  • Budgeting
  • Accounts Receivable
  • Data Visualization
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Customer Management
  • Contact Management
  • Calendar Management
  • Expense Tracking
  • Payment Processor
  • Tax Management

Features:

  • Data Visualization
  • External Integrations
  • Data Export
  • Expense Tracking
  • Supplier Management
  • Notifications
  • Project Management
  • Dashboard
  • Calendar Management
  • Scheduling
  • Multi-Currency
  • Inventory Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Email Integration
  • File Transfer
  • Data Import
  • Contact Sharing
  • Contact Management
  • File Sharing

Features:

  • Billing/Invoicing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • External Integrations
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications

Summary:

  • Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated.

Summary:

  • An integrated e-mail client

  • Tasks and address book

  • Shared calendar

  • Unique solutions:- Advanced permission system- Easy form filling (Click2Fill)- Record change tracking (Watchdog)- Full record history

Summary:

  • Electronic invoicing

  • B2B

  • Cost reduction

  • Invoice compliance

  • Invoice tracking

  • Integration

  • Invoice submission

Pricing:

  • Starting from: $219.00/month
  • Credit card required: No
  • SMALL AND MEDIUM COMPANY PACKAGE
    Tailored for Companies of up to 20 users:
    • Customer and policy management
    • Manual insurance proposals
    • Invoicing and payment mapping
    • Possibility to set up custom offer & invoice templates
    • Standard reporting
    • Standard API-s
    • Support via chat, email and phone

Pricing:

  • Starting from: $29.00/month
  • Credit card required: No
  • Free if you have your own server (hosting) and implement by yourself.
    Monthly fee if you want use EPESI CRM on our cloud (hosting).

Pricing:

  • Credit card required: No
  • ALWAYS FREE TO SUPPLIERS, + 2,500 register suppliers and counting!

    Allow your suppliers to submit your invoices with a front-end validation to ensure the invoices been received are in compliance with your company invoice payment process and procedures and avoid duplicated invoice entry. Reducing manual errors and processing costs for you and your suppliers.

FAQs:

    Does this service integrate with any other apps?
  • Yes, Insly can be tailored for any business needs

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

  • What platforms does this service support?
  • It is cloud based solution and can be used online on every platform.

  • What is this service generally used for?
  • Managing insurance business (brokers and agents)

  • Does this service offer an API?
  • Yes

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

  • Who are the main user groups of this service?
  • Insurance brokers & Insurance agents

FAQs:

    What platforms does this service support?
  • Web based - needed only internet browser and internet connection. Platform and system independent.

  • Does this service offer an API?
  • There is no need.

  • What is this service generally used for?
  • Manage clients, create and plan sales opportunities (assignments), plan projects with tickets, contact internally,

  • What are some applications this service is commonly used in tandem with?
  • Works e.g. with Roundcube, Telegram app.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. http://www.epesi.org/Main_Page, Free help on dedicated Forum - http://forum.epesibim.com/, Social media, Paid Premium Technical Support (hour packages - credits).

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. System can be operated by unlimited amount of users (groups, permissions, credentials).

  • Who are the main user groups of this service?
  • All kinds of businesses (production, sales, services etc.).

  • Does this service integrate with any other apps?
  • Yes, e.g. Telegram app.

FAQs:

    What is this service generally used for?
  • Creating seamless integration between suppliers and producers. Allowing suppliers to submit their invoices electronically while providing transparency in the invoice approval status and progress.

  • Who are the main user groups of this service?
  • Currently, our main customer is a mid-sized oil and gas business and the suppliers register to transact (submit their invoices through our portal) goes from enterprise business, mid-size, small company and even self-owned business. We allow our clients and supplier the level of integration they fell comfortable with allowing our platform to be suitable for all business sizes, industries, and users.

  • What platforms does this service support?
  • Our system is web based currently optimised for mayor latest release browsers.

  • What are some applications this service is commonly used in tandem with?
  • Financial systems and accounts payable workflow.

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

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we provide live online training and have a customer support helpdesk that provides users with self-serve training through our knowledge base including steps and videos. Chat, email and phone support available.

  • Does this service integrate with any other apps?
  • Yes, ALTO Exchange is just one of our modules. It integrates with our ALTO Suite of products:
    • ALTO Upload: We are not limited by data formats or systems
    • ICG: allows organizations to simply choose their preferred level of integration from manual data entry, Excel upload, to XML batch integration
    • ALTO Accounts Payable: Invoice approval workflow. Streamline complex invoice handling processes from receipt to payment.
    • ALTO eProcure: Request bids, manage contracts, process PO's
    • ALTO Xpend: Improve controls with our T&E web-based expense management solution with mobile receipt capture, automated expense report creation, and flexible workflows.

Publisher:

Founded:
-
Based in:
London
Employees:
51-200
Likes:
5.19k
Followers:
2.48k

Publisher:

Founded:
2006
Based in:
-
Employees:
2-10
Likes:
Followers:
65

Publisher:

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

Other:

Who uses Insly
  • Startups
  • Agencies
  • Enterprises
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses EPESI CRM
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Arabic, Bulgarian, Czech, German, Greek, English, Estonian, Persian, Finnish, French, Hebrew, Indonesian, Italian, Lithuanian, Dutch, Norwegian, Polish, Portuguese, Romanian, Russian, Slovenian, Spanish, Swedish, Turkish, Vietnamese, Chinese, Croatian, Danish, Hungarian, Japanese, Korean, Serbian, Slovak, Thai
Regional Restrictions:
No restrictions.

Other:

Who uses ALTO Exchange
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English, Spanish
Regional Restrictions:
No restrictions.
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