Compare Saleswah vs Insightly

Saleswah

CRM
 (0)

Insightly

CRM
 (530)
More Information More Information

Crozscore:

52%
what is this?
25%
interest falling

Crozscore:

92%
what is this?
92%
49%
interest rising
Saleswah screenshot view 5 more Insightly screenshot

Software Description:

Saleswah CRM helps small businesses sell to and service other businesses and individuals. Our features include:

Sales

  • Funnel, territory, and hierarchy management.
  • Appointments, tasks, and meetings.
  • Contact and account profiles.
  • Products list with pricing.
  • Quotes, proposals, and purchase orders.
  • Deal management with an automatic assessment of deal maturity.

Service

  • Shipment and installation.
  • Warranty and AMC.
  • PM calls auto-scheduling.
  • Repair calls.
  • Visit management.
  • Comprehensive reports and dashboards.

Mobile apps: Windows Phone, Windows desktop, and Android

Integration: Google Contacts and Calendar, Microsoft Office 365, Outlook

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:

  • Task Scheduling/Tracking
  • External Integrations
  • Email Integration
  • Contact Management
  • Google Apps Integration
  • Data Visualization
  • Multi-User
  • Forecasting
  • Lead Management
  • Lead Scoring
  • Scheduling
  • Data Import
  • Dashboard
  • Customer Management
  • Calendar Management

Features:

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

Summary:

  • Keep contacts synced and deduplicated across phone, Outlook and Google

  • Maintain full history or all interactions for all contacts and accounts

  • Schedule and track activities and locations

  • Sync contact, tasks and calendar with Google and Microsoft

  • Deal scoring algorithm helping your sales team focus on right opportunities

  • Hierarchy and team management

  • Windows desktop, phone and Android Phone apps

Summary:

    No key features associated with this application.

Sales CRM

$180.00
1 user(s) / year
Included in plan:
  • Unlimited contacts, accounts, deals, tasks, quotes etc

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Saleswah CRM effortlessly scales with team sizes and hierarchies.

    Saleswah can be used by as many users as you want with pre-defined roles including sales, marketing, and field service.

    The users can be in teams and hierarchies within their roles. All data access and functionality is on strict hierarchy and role based rules.

  • What is this service generally used for?
  • Sales team and territory management:

    Managing sales leads from log to close.
    Managing customer profiles.
    Managing and tracking customer engagements.

    Service team and territory management:

    Warranty and contract management.
    Installed base management.
    Service call management and scheduling.

  • What are some applications this service is commonly used in tandem with?
  • Google suite for work, Microsoft Outlook, and Office 365.

  • Who are the main user groups of this service?
  • Sales, Marketing, Field Service, Line Management, and Senior Management from small and mid size companies.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We offer support through web based tutorials, email, and phone.

  • What platforms does this service support?
  • Web, Windows Phone, Windows Desktop, and Android.

  • Does this service offer an API?
  • Not yet.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
54
Followers:
230

Publisher:

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

Other:

Who uses Saleswah
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • Android
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

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