Compare Saleswah vs Velocify vs Insightly

Saleswah

CRM
 (0)

Velocify

CRM
 (290)

Insightly

CRM
 (577)
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Crozscore:

56%
what is this?
24%
interest falling

Crozscore:

91%
what is this?
92%
44%
no significant changes

Crozscore:

90%
what is this?
90%
49%
interest falling
Saleswah screenshot view 5 more Velocify 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:

Velocify is one of leading web-based CRM and sales management platforms, serving more than 1,500 companies. It enables them to reach prospects, generate leads, accelerate sales, and keep pace with customer needs. Velocify incorporates online marketing, sales, customer care, and communication features. It is all combined in one online and user-friendly platform.

Users are able to control all operations and check reports from management’s user dashboard, along with calendar and scheduling function, for organizing essential activities.

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:

  • Multi-User
  • CRM Integration
  • Call Disposition
  • Data Export
  • Data Import
  • Contact Management
  • Click-to-Dial
  • Email Integration
  • Marketing Automation
  • Notifications
  • Calendar Management
  • Customer Management
  • Lead Management
  • Lead Scoring
  • External Integrations
  • API
  • Scheduling
  • Dashboard
  • Call Tracking

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:

  • Rapid Sales Automation

  • Integrates With Salesforce

  • Instant Sales Notification

  • Captures Forms Leads

  • Multiple Distribution Programs

  • Automated SMS and Email

  • Appointment Scheduling

  • Interactive Voice Response

  • Call Transfers and Conferencing

  • Call Recording

Summary:

    No key features associated with this application.

Standard

$60.00
1 user(s) / month
Included in plan:
  • Designed for smaller teams.
  • 2-10 Users.

Plus

$60.00
1 user(s) / month
Included in plan:
  • Designed for small teams with additional configuration needs.
  • 3-15 Users.

Advanced

$95.00
1 user(s) / month
Included in plan:
  • Designed for Mid-sized Businesses.
  • 16-100+ Users.

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:

    Does this service offer an API?
  • Yes, Velocify provides API.

  • Does this service integrate with any other apps?
  • It integrates with SalesForce, Infusionsoft, iContact, HubSpot, GoToWebinar, Eventbrite, Constant Contact, MailChimp, Marketo, Recurly ®, SlideShare, Magento, Asana, truDigital Signage, Five9, X5 Cloud Contact Center, SlideShare.

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

  • What are some applications this service is commonly used in tandem with?
  • This service is most frequently used in tandem with SalesForce.

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

  • What platforms does this service support?
  • This is a web-based platform, with iOS mobile app.

  • Who are the main user groups of this service?
  • Main users of Velocify are sales and customer management departments in SMEs and large enterprises.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Phone Support, Email Support, Video Tutorials, Knowledge Base.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
3.02k
Followers:
4.38k

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
35.1k
Followers:

Other:

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

Other:

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

Other:

Regional Restrictions:
No restrictions.
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