Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$0
per month Up to 2 users
LeadMaster
Score 8.0 out of 10
N/A
LeadMaster is a customer relationship management (CRM) solution focused around an online sales lead management system.
$10
per seat
Pricing
Insightly
LeadMaster
Editions & Modules
Free
$0
per month Up to 2 users
Plus
$29.00
Per User/Per Month (billed annually)
Professional
$49.00
Per User/Per Month (billed annually)
Enterprise
$99.00
Per User/Per Month (billed annually)
Lead-Xpress
$10
per seat
LeadMaster Standard Edition
$50
per seat
Offerings
Pricing Offerings
Insightly
LeadMaster
Free Trial
Yes
Yes
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
No setup fee
$500 hours required
Additional Details
—
There is no additional charge for the mobile version.
The number one reason is it was very simple and easy to use. Another important factor is the price - it was reasonably priced compared to other software. Outlook integration was the other feature, which seemed simple. The mobile app is easy to use, similar functionality as a …
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
My company works with a client who offers a SaaS solution to the beauty sector. We had been using Salesforce for three years but needed a system with lead nurturing, workflow automation, and user-friendliness that Salesforce lacked without a hefty monthly price tag.
We are taking use of LeadMaster's eMarketing, automation, and workflow management capabilities as well as the streamlined nature of the Professional Edition. We've been able to better regulate the sales process and boost our conversion rate as a result.
We have been very pleased with LeadMaster's customer service and would suggest their product without reservation.
There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
Items such as Contacts and Organizations don't always link together.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
My ability to more effectively manage the workflow in our office has been greatly enhanced by LeadMaster. Each member of my team is aware of the students they are responsible for recruiting and the specific process that should be followed with each and every one of them. The system also enables us to practically eliminate the use of paper in our process, which helps to reduce the number of different types of office errors.
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
The reason to give this rating because of the following.
1. Assessing the efficiency of campaigns involving several agencies and points of contact
2. True close loop reporting
3. The capacity to manage a channel through the use of features for updating leads and pipelines.
4. Ensuring that no leads were lost and that they were always assigned to someone for follow-up, whether the lead originated through e-marketing, the filling out of a form on a website, or even a lead from a trade fair
5. Creating a seamless connection between marketing and lead generating
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
My client has been using Salesforce for the past two years, but they were looking for a system that would provide lead nurturing, workflow automation, and overall ease of use – functionality that was just not available within Salesforce without incurring a large, monthly fee. I'm using one of my clients who has been using Salesforce for the past two years.
Because of LeadMaster's user-friendliness, robust automation and workflow management, and eMarketing capabilities, we have decided to employ the Professional Edition. As a result, we are able to better regulate the sales process and achieve a higher closure rate.
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
