Compare Insly vs EPESI CRM vs Sage Business Cloud Accounting

About Insly

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.

About EPESI CRM

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!

About Sage Business Cloud Accounting

Discover how moving your financial data and accounting processes to the cloud can transform your business.

Our accounting software can help you make better decisions, drive faster responses, and gain greater control from wherever you are with the confidence that your data is secure in the cloud.

Create and customise professional invoices, and keep your accounts accurate and up-to-date with seamless bank reconciliation. There’s no limit to the number of transactions you can make, and our software will automatically calculate and submit your VAT returns safely to HMRC.

Our software comes with either support as standard, or has an optional support package - so help is only ever a phone call away if you need a hand with anything.

Features

• 2-Factor Authentication
• API
• Contact Management
• Customer Management
• Data Export
• Data Import
• External Integrations
• Multi-User
• Notifications

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
• Pipeline Management

Features

• 2-Factor Authentication
• Accounts Payable
• Accounts Receivable
• API
• Balance Sheet
• Billing/Invoicing
• Budgeting
• Calendar Management
• Contact Management
• CRM Integration
• Customer Management
• Dashboard
• Data Export
• Data Import
• Data Visualization
• Expense Tracking
• External Integrations
• Forecasting
• General Account Ledger
• Inventory Tracking
• Multi-Currency
• Multi-User
• Notifications
• P&L
• Payroll
• Supplier Management
• Tax Management
• BitCoin
• PayPal
• Stripe
• SAP Integration

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

No key features associated with this application.

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

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

No FAQs associated with this application.

Vendor Information

Vendor Information

Vendor Information

Other

• Startups
• Agencies
• Enterprises

Other

• Freelance
• Startups
• SMEs
• Agencies
• Enterprises

• Web App

Other

• Startups
• SMEs
• Agencies
• Enterprises

• Web App