Drip Ecommerce CRM vs. Insightly Marketing

If you're looking to take your email program to the next level with automation, you definitely need to consider Drip. Their support team is always timely and helpful whenever we've needed guidance on the platform or using the API. They are constantly improving their tools. It never feels stagnant or lacking in critical features. Their prebuilt workflows make getting started very easy and you can start driving more revenue almost immediately.

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It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.

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• Simplicity + power. Drip is one of the quickest platforms to use in terms of setting up simple drip email sequences. Yet it also packs enormous power if you need to do complex automation.
• Drip's direct integrations with other systems mean you can easily create hyper-personalized communications and anybody can set this up.
• Drip's Javascript embed is easy to setup and great for helping to build deeper insights into customer behavior as well as triggering automation.

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• Manage Customer Data
• Link Projects to People
• Automate Follow-up Reminders
• Track Emails
• Create Reports
• Create Lists

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• Possibly more email design templates for "new" users to automation, HTML coding, integrations, webhooks, etc.
• Any supported integration partners are always good to see. They have expanded in this area, recently.
• Some sort of WYSIWYG, drag-and-drop email editor, wouldn't hurt.
• Sometimes, when trying to implement advanced HTML coding to an email template, the code doesn't stick, save or format as "native HTML."

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• In my opinion, Journeys have very limited trigger and response capabilities
• Allowing HTML options for landing pages
• Customer support - I leave conversations with support and success feeling more confused or frustrated. I believe one account rep was playing video games while on a review call.
• List management - uploads, reducing duplicates, general hygine
• UI - it’s very hard to know where to click or how to do something new, in my opinion.

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It’s easy for not just experts, but anyone. Both of my VAs picked it up really quickly

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There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

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Again, this is dependent on the use case. If you are a small- to medium-sized business that doesn't have a sales team, this is likely a great product for you. It is also a good price compared to larger enterprise software. Other software I have used worked better for other companies I worked for, but Drip fits best for my current company.

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Easy to check the phases and notes while EP is more for the project [management].

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• Saves hours of typing redundant emails
• Helps with our retention based on the constant contact with our current clients
• Keeps our prospects up to date as we move through the stages of the sales cycle which also increases our capacity to handle more volume.

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• Saves Time
• Increases Sales
• Increases Customer Engagement

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info