Compare Really Simple Systems vs DealerSocket vs Insightly

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CRM
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Software Description

Really Simple Systems CRM is a cloud-based CRM system, designed for small to medium sized business.The CRM includes everything a small business needs to keep on top of their sales and marketing. With an integrated email marketing module that includes GDPR compliance features to manage consent opt-in, you can send out automated bulk emails and track the responses straight into your CRM.

Really Simple Systems CRM makes sure you get the most from your time and investment. The CRM is designed to grow with your business and offers 3 pricing plans: Free, Starter, Professional and Enterprise. So you can start for free and upgrade as your business grows.

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 the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA). Learn more at Insightly.com.

Features

  • Customer Service
  • Sales Automation
  • Contact Sharing
  • A/B Testing
  • Conversion Tracking
  • Batch Permissions & Access
  • Third-Party Plugins/Add-Ons
  • Notifications
  • Audience Targeting
  • Calendar Management
  • External Integrations
  • Marketing Automation
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • Contact Management
  • Multi-User
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Dashboard
  • File Sharing
  • Scheduling

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

  • Click-to-Dial
  • Call Tracking
  • Gantt Charts
  • File Transfer
  • Referral Tracking
  • Multi-Currency
  • CRM Integration
  • Lead Scoring
  • Notifications
  • Resource Management
  • Roadmapping
  • Batch Permissions & Access
  • Supplier Management
  • Analytics
  • Data Export
  • Conversion Tracking
  • External Integrations
  • Calendar Management
  • Customer Management
  • Dashboard
  • Scheduling
  • Task Scheduling/Tracking
  • Multi-User
  • Inventory Tracking
  • Google Apps Integration
  • Data Import
  • Forecasting
  • Data Visualization
  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Summary

  • Easy to use CRM system designed for small and medium sized business doing B2B sales and contact management.

Summary

  • Customer Database

  • Form Printing

  • Lease Management

  • Multi-step Campaign Management

  • Email Marketing

  • Email Marketing

  • MarketPlace

  • Fresh-ups

  • Phone-ups

  • Internet leads

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Pricing

  • Starting from: $15.00/month
  • Credit card required: No
  • Start for Free with 2 users and 100 accounts. As your company grows you can add more Users, Accounts and Advanced Features as you need to on our Starter, Professional and Enterprise plans. Add on the optional Marketing Module to send automated email marketing campaigns to your contacts.

Starter

$15.00
1 user(s) / month
Included in plan:
  • 1000 Company Accounts
  • Unlimited Contacts
  • Unlimited Users
  • 1 GB Document Storage
  • Two-way MailSync
  • Email and Online Chat Support
  • Online ‘self-service’ Support Hub
  • Sales Automation
  • Contact Management
  • Custom Reports
  • Custom Settings
  • API
  • Optional Marketing module

Professional

$33.00
1 user(s) / month
Included in plan:
  • Optional Service Desk module
  • Online 'self-service' Support Hub
  • Priority Technical Support
  • Two-way MailSync
  • Optional Marketing module
  • Free Email, Online Chat & Phone Support
  • API
  • Custom Reports
  • Custom Settings
  • Contact Management
  • Sales Automation
  • Quotations
  • 5 GB Document Storage
  • User Permission Levels
  • Unlimited Users
  • Unlimited Contacts
  • 5000 Company Accounts

Enterprise

$50.00
1 user(s) / month
Included in plan:
  • Free Online Team Training
  • Dedicated Account Manager
  • Top Priority Technical Support
  • Online 'self-service' Support Hub
  • Optional Service Desk module
  • Optional Marketing module
  • Free Email, Online Chat & Phone Support
  • Advanced Reporting
  • Advanced Custom Settings
  • User Level Permissions
  • API
  • Custom Reports
  • Custom Settings
  • Contact Management
  • Sales Automation
  • Quotations
  • Two-Way Mailsync
  • Unlimited Data Storage
  • Unlimited Users
  • Unlimited Contacts
  • Unlimited Company Accounts

Free

Free
Included in plan:
  • 2 Users
  • 100 Company Accounts
  • Unlimited Contacts
  • 100 MB Document Storage
  • Email & Online Chat Support
  • Sales Automation
  • Contact Management
  • Custom Reports
  • Custom Settings
  • API

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes. Really Simple Systems CRM makes it easy to get set up and get going. Resources include pull-our Help Drawers in all page sof the CRM linking to our Customer Support Hub whcih provides step by step guides on all the features of the CRM and tutorial videos. We run regular live and on-demand webinars, online chat plus free support for all customers.

  • Does this service integrate with any other apps?
  • Xero, KashFlow and Sage One accounting software;
    Zapier

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. You can add multiple users, create user groups for your teams and set user permission levels to increase data security.

  • Does this service offer an API?
  • Yes, Really Simple Systems offers a RESTful API.

  • What is this service generally used for?
  • Really Simple Systems CRM is an easy to user CRM system designed for business to business sales. The CRM is an easy to set up online sales, marketing and support system.

  • Who are the main user groups of this service?
  • Really Simple Systems CRM has been designed for small and medium sized business or departments of large enterprises doing business to business sales. The CRM is hosted making it suitable for businesses with multiple locations or that have staff that are working remotely.

  • What are some applications this service is commonly used in tandem with?
  • Xero, SageOne, Kashflow, Google calendar and Outlook calendar

  • What platforms does this service support?
  • Really Simple Systems is a browser based CRM and runs on any platforms such as PC, Mac, Android and iOS

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

    What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

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

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

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

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

Publisher

Founded:
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Based in:
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Employees:
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Likes:
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Publisher

Founded:
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Based in:
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Employees:
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Likes:
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Publisher

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:
7.61k

Other

Who uses Really Simple Systems
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
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

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Spanish, German, French, Chinese, Italian, Portuguese, English
Regional Restrictions:
n/a
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