Insightly vs Pega Sales Automation

Starting Price

$29.00/month/user

Not provided by vendor

Best For

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

Global 3000 businesses seeking technology to help them grow as quickly as they need, to cut costs as dramatically as they should, and to make a quantum leap in improving their customers experiences.

Rating


4 / 5
(460)
Read All Reviews
(0)

Ideal number of Users

1 - 1000+

Not provided by vendor

Ease of Use


4 / 5


  • "Insightly is awesome for it's ease of use, deep Google integration and their mobile app."

  • "Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye."



Customer Support


3.8 / 5


  • "I love the to do list, I love the way my client information is easily on hand. I love that the support team are always available and easy to get hold of."

  • "Great for sales cycles and customer service alike."



Features & Functionality


3.8 / 5


  • "The mobile app is also a big help, with its elegant interface that makes it easy to create a lead and opportunity on the go."

  • "Nice app with many intuitive features including the ability to have many-to-many relationships between contacts and Organizations."



Value for Money


4 / 5


  • "Amazingly Good with Great Features and Low Cost."

  • "For the money (free) this is a great cloud based product that can be used right away."



Product Features

  • check Call Management
  • close Campaign Management
  • close Channel Management
  • check Commission Management
  • check Contact Management
  • close Contract Management
  • check Customer Database
  • check Email Marketing
  • check Field Sales Management
  • check Lead Management
  • check Opportunity Management
  • check Performance Metrics
  • close Proposal Generation
  • check Referral Tracking
  • check Sales Forecasting
  • check Territory Management
Not provided by vendor

Screenshots

View 4 screenshots 88571 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Insightly vs Pega Sales Automation

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