Compare Simplifyd vs Insightly vs Agile CRM

Insightly

CRM
 (580)

Agile CRM

CRM
 (31)
More Information More Information More Information

Crozscore:

55%
what is this?
20%
interest falling

Crozscore:

89%
what is this?
87%
49%
interest falling

Crozscore:

82%
what is this?
69%
44%
Simplifyd  screenshot view 3 more Insightly screenshot Agile CRM screenshot

Software Description:

Generate invoices and estimates with Simplifyd. View your money dashboard to get an overview of the amounts coming in and going out. Use your Simplifyd calendar and schedule reminders to help keep all your payments on track.

Send files, messages, photos and PDF’s directly from your Simplifyd account. Integrate your documents from Drive and stay in control of your communications through your customer (and team’s) timeline.

Use the Simplifyd address book and pipeline tools to capture and monitor new opportunities, with a simple interface and real time sync it’s easy to access and keep up to date - even when you’re mobile.

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.

Software Description:

Agile centralizes real-time customer data, making it readily accessible and actionable across all teams. Additionally, Agile offers integrations with over 40 leading third-party applications such as Microsoft Office 365, Google G-Suite, RingCentral, Intuit QuickBooks, and more. It is created by the ClickDesk team (the most sought-after live chat product), Agile CRM which launched in late 2013 in Sunnyvale, CA to manage customer journeys. The company also maintains offices in India and the Philippines.

Key Features:

  • Sales
    Agile CRM's sales automation software creates new tasks automatically for your team. Put your appointment calendar online and automate everything from telephony to follow-up emails. Reach a dramatically higher ROI with complete contact views, deal tracks, lead scoring, real-time alerts, and deep analytics. The contact timeline in the Sales Automation CRM provides all the necessary information about customer’s journey.

  • Marketing
    Market like the most successful companies in the world with Agile CRM's marketing automation software. Build automated marketing campaigns in minutes and start capturing more leads today! Features include web popups, email newsletters, autoresponders and automatically personalized campaigns across mobile and social media channels. Score leads and segment contacts automatically based on email opens, link clicks, web browsing activity, custom tags and more.

  • Service
    Agile CRM enables businesses to provide customer experience that’s more personalized and productive. This offers a way for companies to walk a few steps closer to understand customers and help them at crucial junctures of the customer lifecycle. With a wide array of features such as groups, views, SLAs, workflows, canned responses, reports, recommendations and integrations, small and medium businesses can ramp up their customer service. This puts support at your fingertips and forms an integral part of the customer journey. So, automate your service management and support functions with efficient Helpdesk Software.

  • Integrations
    Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps. Integrate your email, social, billing and support apps for complete customer data and smarter selling. Want to make, record and automate calls from the CRM? Our advanced telephony integration is the best in the industry! Benefit from a range of Agile CRM integrations.

Features:

  • Billing/Invoicing
  • Expense Tracking
  • Timesheets

Features:

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

Features:

  • Contact Sharing
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Click-to-Dial
  • API
  • Multi-User
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • Contact Management

Summary:

  • Create and send Invoices/ estimates

  • Scheduling/Calendar

  • Add Todos and assign tasks to individual team members

  • Message and send files or pictures to client in-app

  • Track sales or projects with a clear pipeline

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Agile CRM offers service for multiple users (Free up to 10 users).

  • What is this service generally used for?
  • It's a integrated sales, marketing, and service suite that automates lead generation, nurturing, conversion, and support for growing businesses.

  • Does this service offer guides, tutorials and or customer support?
  • Agile CRM offer free onboarding for its customers.

  • Does this service offer an API?
  • Yes, this service offers it's own inbuilt API.

  • Does this service integrate with any other apps?
  • Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps.

Publisher:

Founded:
-
Based in:
Thame
Employees:
-
Likes:
Followers:
1.75k

Publisher:

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

Publisher:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Agile CRM
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Spanish, English
Regional Restrictions:
No restrictions.
Back to top