Compare Insly vs Satago vs EPESI CRM

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:

You as a credit controller - just automated.
Customisable invoice reminders and statements that look and feel like they are coming from you. Set schedules for each of your customers and keep all communication neatly in one place.

Know you customers like never before.
Identify the risk of all outstanding invoices. Recognise your problematic customers and act accordingly. See recommended credit limits for your customers and be warned if they’ re exceeded.

Overcome cashflow gaps with instant finance.
Choose individual invoices to finance. We advance up to 85% of the invoice value to you in less than 24 hours. No need to wait for your customer to pay you. Easy.

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!

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:

• Billing/Invoicing
• Notifications
• Accounts Receivable

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

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:

• Sell individual invoices as and when you need it

• Reports about your biggest and oldest debtors

• Integrated communication system - receive copies of email conversations automatically and respond back all within Satago

• Email tracking - See who opened your emails

• Letter before action at a click of a button

• Automated, customisable email reminders, statements, thank you messages

• Credit risk insights - get an idea who you really do business with

• Flexible invoice finance - bridge your cash flow gaps

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

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: $0.00/month
• Credit card required: No

• It's free to connect Satago to your cloud accounting software (desktop accounting software is £99/mo)

  Invoice finance is charged on an invoice by invoices basis - fees ranging from 2% to 4%
  Top level credit risk data is free - Full credit reports start from £165/yr
  Chasing features and debtor CRM system are completely free to us

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).

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:

Does this service integrate with any other apps?

• Yes, 300+ accounting software packages

Who are the main user groups of this service?

• Startups, SMEs and freelancers

What is this service generally used for?

• Improving cash flow over time and cutting down on the admin time you would normal spend chasing your clients.

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

• Yes, up to 10 users

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

• Yes, in-app guides and tutorials. Customer service available through email, phone and in-app messaging

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.

Publisher:

Publisher:

Publisher:

Other:

• Startups
• Agencies
• Enterprises

Other:

• Freelance
• Startups
• SMEs
• Agencies

• Web App

Other:

• Freelance
• Startups
• SMEs
• Agencies
• Enterprises

• Web App