Compare Maxcustomer vs DealerSocket vs Insightly

Insightly

CRM
 (580)
More Information More Information More Information

Crozscore:

51%
what is this?
12%
interest falling

Crozscore:

84%
what is this?
76%
44%
no significant changes

Crozscore:

89%
what is this?
87%
49%
interest rising
Maxcustomer screenshot view 4 more DealerSocket screenshot view 5 more Insightly screenshot

Software Description:

MaxCustomer is an easy-to-use Customer Relationship Management ("CRM") system that provides businesses the ability to analyze and increase their sales by effective management of revenue opportunities, customer relationship, and sales growth.

MaxCustomer is focused on giving our clients the ability to manage the complete customer relationship process from a single page. We ensure that our clients get the best of the below benefits at all times to improve their businesses:

✓ Single page ability to manage the customer relationship.
✓ Ability to manage an opportunity from lead to close.
✓ Useful tracking of opportunities for all management.
✓ Access to the application for all salespeople anywhere in the world!
✓ Best pricing for a CRM solution of its capabilities.

Software Description:

DealerSocket offers a CRM solution for Franchise, Independent, and car dealers to handle fresh ups, phone ups and Internet leads all from one central platform. Many businesses spend a lot of time and money to get test drive appointments, and DealerSocket is taking aim at just this problem.

The platform comes with stylish and intuitive design, along with the dashboard that shows the review of the dealers performance. It streamlines car sales and marketing activities with proactive tools to manage leads, inventory, and customer experience.

The marketing automation module of this solution is mainly intended to create profitable opportunities designed to contact the right customer with the right message at the right time. The marketing features include: Multi-step Campaign Management, Email Marketing, Data Mining, MarketPlace, Reporting, and Call Management.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Features:

  • Forecasting
  • Data Import
  • File Transfer
  • Data Export
  • Email Integration
  • API
  • Lead Scoring
  • Multi-User
  • Supplier Management
  • Gantt Charts
  • Inventory Tracking
  • Google Apps Integration
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Click-to-Dial

Features:

  • Call Tracking
  • Scheduling
  • Lead Management
  • Notifications
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • Marketing Automation
  • Inventory Tracking
  • External Integrations
  • Lead Scoring
  • Dashboard
  • Customer Management

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Summary:

    No key features associated with this application.

Summary:

  • Customer Database

  • Form Printing

  • Lease Management

  • Multi-step Campaign Management

  • Email Marketing

  • Email Marketing

  • MarketPlace

  • Fresh-ups

  • Phone-ups

  • Internet leads

Summary:

    No key features associated with this application.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer an API?
  • Yes, it offers API.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: Auto/Mate, AutoStar, Autosoft, CDK Digital Marketing, FEX DMS, DealerTrack, Reynolds & Reynolds, Quorum, MyDealerLot.

  • What is this service generally used for?
  • This service is generally used for CRM, marketing automation, and sales management.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Live Support, Email Support, Phone Support.

  • What platforms does this service support?
  • This is a web-based software, with Android and iOS native apps offered.

  • Who are the main user groups of this service?
  • DealerSocket is used by more than 100,000 users at over 3800 auto dealerships throughout the U.S., Canada, and Australia.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
298
Followers:
63

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
10.4k

Publisher:

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

Other:

Who uses Maxcustomer
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses DealerSocket
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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