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
RealZips GeoData Platform
Score 3.0 out of 10
N/A
RealZips GeoData Platform for Salesforce.com is a sales intelligence software solution offered by RealScenario, Inc.
$25
per month per user
Pricing
Insightly
RealZips GeoData Platform
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)
No answers on this topic
Offerings
Pricing Offerings
Insightly
RealZips GeoData Platform
Free Trial
Yes
Yes
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
Nonprofit discount: Monthly pricing is discounted to $15 per user.
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.
RealZips GeoData Platform is well-suited for Saleforce users and administrators who need to send targeted emails and snail mails and segment reports by a certain geographic area and are frustrated with Salesforce's built-in process for this, which is mostly non-existent. Other marketing platforms may handle this scenario better, but for Salesforce, RealZips is the best option
The main strength of RealZips GeoData Platform is the ability to query the "Metropolitan Area" field they provide, which is based on the contact's zip code. For example, if you are looking to promote an event to all contacts in the New York City area, this field will automatically show contacts living within several miles of NYC, not just those living in NYC itself.
RealZips GeoData Platform automatically provides a zip code for contacts who may have that part of their address missing from their contact page. This helps keep the address data clean.
RealZips GeoData Platform will help you sort your prospects or leads into geographic areas, helping you schedule in-person meetings while on the road.
RealZips GeoData Platform provides a generous non-profit discount.
RealZips GeoData Platform only requires the contact to have a zip code to work. The contact does not need a full address.
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.
RealZips GeoData Platform may be difficult to learn at first, as their reporting tie-in fields need a certain syntax. But once you figure it out, it becomes clearer for future uses. Otherwise, the product functions as intended.
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.
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.
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
RealZips GeoData Platform integrates very well with Salesforce.com and works seamlessly alongside other apps, such as the Nonprofit Success Pack and Causeview, which transform Saleforce's data into a non-profit focused layout. Any changes in Salesforce's data structure do not seem to impact RealZips effectiveness. Furthermore, it works well as a data-cleaning tool, which increases the potency of all other apps.
(+) 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.
RealZips GeoData Platform has had a positive ROI by allowing us to target specific contacts based on their geographic location, not their physical address.
RealZips GeoData Platform has had a positive ROI by providing a very generous non-profit discount.
