Compare Insly vs Satago vs Upclick

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:

UPCLICK- Leading E-Commerce Platform for Subscription Based SaaS

More than a payment processor, Upclick is the only truly self-serve customizable E-Commerce platform for Software and SaaS. Our main expertise is in sales funnel optimization and monetization for merchants in digital space. Our holistic approach begins with us investigating your brand and your customers. We find the perfect solution through sophisticated testing practices, while you focus on the day to day management of your business. Our team of experienced professionals will stand right behind you, building your revenue at an exponential rate. We want to help you make more money!

Founded in 2006, Upclick was developed after an in-house cart for one of their software companies raked in massive success. After capitalizing on their million-dollar success, they soon realized the true potential of their creation and set to making Upclick one of the industry’s leading E-Commerce platforms. Upclick has since evolved into a full-service E-Commerce provider for software and SaaS.

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:

• Multi-Currency
• Tax Management
• CRM Integration
• Billing/Invoicing
• Customer Management
• Lead Management
• Forecasting
• Budgeting
• Third-Party Plugins/Add-Ons
• Scheduling
• Multi-User
• Notifications
• Data Visualization
• External Integrations
• Data Export
• Conversion Tracking
• Dashboard
• Keyword Tracking
• Marketing Automation
• API
• A/B Testing

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:

• E-Commerce Platform for Subscription Billing and SaaS

• Subscription billing solutions for digital good and software businesses

• Global E-Commerce Solution

• Maximize Your Conversion Rate and Average Order Value

• Optimize Your Entire Checkout Process

• Reporting & Analytics

• World-Class Affiliate Network

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

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 is this service generally used for?

• We are a custom e-commerce platform with expertise in sales funnel optimization and monetization for merchants in digital goods and software industries. We empower merchants in the SaaS and software industries to sell online. Our mission: to deliver payment processing in an effortless way while increasing conversion rates and overall cart value. By remaining focused on these two critical areas, we have become one of the highest converting e-commerce solutions in the industry.

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

• Yes, using our user management feature merchants can give certain access and restrictions to multiple users.

Does this service offer an API?

• Upclick offers a full set of API's. We developed vast amounts of API's so you can integrate e-commerce at any touch points.

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

• Yes. Upclick's personal account managers provide round-the-clock service to our merchants.

Who are the main user groups of this service?

• Merchants in: Software, SaaS, Digitial Goods, Online Services

Publisher:

Publisher:

Publisher:

Other:

• Startups
• Agencies
• Enterprises

Other:

• Freelance
• Startups
• SMEs
• Agencies

• Web App

Other:

• Startups
• SMEs
• Agencies
• Enterprises

• Web App
• Windows
• Macintosh