The Perfect Insightly Alternative

Comparison of EngageBay with Insightly

Key Features Insightly EngageBay
Email marketing
Marketing automation
360 ° customer view
Landing Pages
Live Chat & Helpdesk
Training & Support
From $1500/year
Free

Built with love for growing companies

  • Save upto 90% of costs without losing features.
  • All-in-one CRM with email marketing and marketing automation.
  • 360-degree view of all customer activities on a single platform.
  • Powerful landing pages and live chat software to convert visitors into customers.
  • Award-winning customer support to help you round the clock.

Trusted by over 12,000 customers

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Why EngageBay is the best alternative to Insightly?

  • 1

    Costs: Insightly offers an over-priced marketing software. Save upto 90% of costs by moving to EngageBay without worrying about losing features.

  • 2

    Unified customer view: Get a unified customer view across marketing, sales and support teams. Say goodbye to data silos across teams.

  • 3

    Helpdesk and Live chat: Get a powerful live chat software included with marketing and sales software to increase engagement.

  • 4

    Marketing and sales automation: Automate your marketing and sales processes using our sales and marketing automation software. Our visual drag and drop designer makes it so easy to automate.

  • 5

    Landing Pages: Convert your casual web visitors into happy customers using beautiful and converting landing pages.

  • 6

    Advanced CRM: Streamline your sales processes and stay organized using our powerful CRM. Get access to cutting-edge sales features like 2-way telephony and messaging, sales proposals and more.

  • 7

    Email sequences: Nurture your prospects by scheduling emails to be sent at regular intervals. Setup email templates and execution rules once and EngageBay will do the rest while you can focus on other things.

  • 8

    Multi-channel engagement: Engage and nurture your prospects across multiple channels including email, SMS/text, twitter and other social channels.

  • 9

    User experience: Say goodbye to automation worries. EngageBay provides the most seamless sales and marketing automation experience.

  • 10

    Built for growing companies: EngageBay is built with love for growing companies. All our pricing plans are tailor-made for small and growing businesses.

Marketing Expert from WebXpertos

I wanted to recommend EngageBay to all those small businesses out there that are looking to grow their businesses through a marketing and sales automation platform. We've been able to see a great adaption of our agency clients to the EngageBay platform and being able to leverage their digital marketing efforts.

free Insightly alternative open source
true power of integrated platform 360 degree customer view

360 degree customer view

In Insightly, a contact is nothing but means to an end. Sales teams often have to dig through the tool to find details about a single customer. That ends with EngageBay - our 360 degree view of every customer pulls data from different modules. It shows you the complete history of interactions with that customer.

Get a 360 degree customer view of every customer across marketing, sales and support departments in one unified platform. It helps all the departments in your organization view the customer record from one source of truth. Say goodbye to miscommunications and data spread in silos across departments and tools.

best Insightly crm alternative
engagebay integrated live chat and helpdesk Integrated support tools - live chat and helpdesk

Integrated support tools - live chat and helpdesk

Happy customers are the most important brand ambassadors any business could ever have! Turn your customers to delighted brand ambassadors using powerful support tools like helpdesk and live chat. Since these tools are integrated with the marketing and sales components, your support agents can get a complete 360 degree view of the customer to support better.

best alternative of Insightly app
Free migration and onboarding engagebay Free migration and onboarding

Free migration and onboarding

EngageBay provides free migration and onboarding to help you achieve your marketing and sales goals. Our dedicated account representatives will provide you with the marketing and sales best practices to boost your business growth.

Pair stunning landing pages with your emails
Free migration and onboarding engagebay Pair stunning landing pages with your emails

Pair stunning landing pages with your emails

As an Insightly user, you might have to pay for an additional tool for landing pages. While the EngageBay platform is built for small businesses, our landing page designer is anything but small. In fact, it is even more powerful than our email designer. You can finally stop constructing your landing pages, and truly “design” them. Does any other alternative to Insightly provide that?

EngageBay is the best Insightly Alternative

Get more power at a better price.

Feature by Feature Comparison with Insightly

EngageBay offers Marketing, Service (live chat and helpdesk), CRM (Customer Relationship Management) and Sales modules. Customers can buy them separately or as a single all-in-one suite. All-in-one suite saves a lot of money and time, provides better insights, better reporting, reduced data inconsistencies, eliminates the need for complex integrations and data duplications while providing a holistic view of the customer across the departments.

EngageBay packs powerful sales and CRM functionality with a remarkably intuitive interface. With zero upfront costs and no training required, it's up and running in minutes!

Here is how EngageBay compares with Insightly at individual feature level.

CRM & Sales Enablement

Sales Enablement helps your sales team improve efficiency. Automating sales processes save hours every day for each sales agent so they can focus on selling.

While Insightly and EngageBay offer CRM and sales enablement, EngageBay provides several advanced CRM features like 360 degree contact view, proposal tracking, appointment scheduling, gamification and more to help you streamline sales processes and stay organized.

With 360 degree contact view, store and monitor every activity of the customer in one place in your CRM. This helps all your sales team members be updated on every customer instantly.

Send your sales proposals and track them from the CRM.

Let your prospects book appointments with your sales team members using the online calendar eliminating the human intervention.

Insightly EngageBay
Contacts and companies
Deal management
Task management
Sales workflow automation
Manage deals visually
Custom fields
Contact filters
360 degree contact view
Send proposals from CRM
Manage teams
Account based marketing
Appointment scheduling
Gamification and leaderboards
Services/Support module

EngageBay has an integrated service module to help growing companies deliver world class support and turn visitors to delighted customers. In the current age, delighted customers are the best brand ambassadors and marketers for your business.

Insightly does not offer any live chat functionality or a helpdesk system. EngageBay on the other hand offers an advanced live chat system integrated with helpdesk software making it the obvious choice for an Insightly alternative.

Insightly EngageBay
Live chat
Helpdesk and ticketing
Marketing & Sales Automation

EngageBay offers powerful marketing automation features to help your marketing and sales teams engage and nurture your prospects. Automate your marketing and sales processes and grow your revenue substantially. With EngageBay, you can create multi-step and multi-channel marketing automation campaigns in minutes using a simple but powerful visual builder. EngageBay is the best Insightly alternative at an affordable price.

Insightly EngageBay
Multi-step campaigns
Multi-channel campaigns
Visual builder
SMS/Text marketing
Landing Pages
Web popups
Lists and Smart Lists
Social Suite
Email sequences
A/B testing
Behavior based marketing
Customer life-cycle marketing
Triggered campaigns
Web Analytics

EngageBay makes it simple to track your customers and their activities. EngageBay provides real-time notifications on customer events like opening an email, clicking a link or visiting your web pages. You can create automations on such events like creating a task for your agent to call or email the customer, add a tag for better customer segmentation or more.

The advanced analytics part of EngageBay makes it a perfect Insightly alternative.

Insightly EngageBay
Email Tracking
Email open notifications
Link click notifications
Web visitor tracking
Triggers in automations
Engage web visitors and capture leads

EngageBay provides a powerful way to engage web visitors and capture leads. Create cool web popups and show them to your web visitors at the right time. Boost sales by showing offers, discounts at the right time.

Insightly does not offer any web engagement features at all. EngageBay provides advanced popup builder and a lot of personalization options.

Insightly EngageBay
Visual popup builder
Personalized/Timed Pop-ups
Lead capture forms
Ready to use templates
Developer API

Both Insightly and EngageBay offers extensive API access to all the data points. EngageBay's API is available in Rest, Java,.Net, Javascript and PHP.

Insightly EngageBay
API Access
Support

Data migration, onboarding and support is free of cost with EngageBay. Insightly has paid support plans starting at $1500 per year.

Insightly EngageBay
Free unlimited upport
Reports

Reports are the most critical for any business to monitor growth. When compared to Insightly, EngageBay has a holistic reporting module to provide you with deep and meaningful insights. Insightly does not provide reporting around forms, landing pages and critical sales and services modules. All these will not help you get an overall picture of the efficiency of your marketing and sales processes. On the otherhand, EngageBay provides you lot of data points and key metrics across all the departments - marketing, sales and customer service making it the perfect alternative to Insightly.

Insightly EngageBay
Daily email reports
Sales reports
Email Campaign reports
Customer Service reports
Growth Analysis
Funnel Reports
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engagebay reviews
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