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Why EngageBay is the best alternative to Insightly?

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Costs

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

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Unified customer view

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

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Helpdesk and Live chat

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

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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.

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Landing Pages

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

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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.

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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.

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Multi-channel engagement

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.

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User experience

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

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Built for small companies

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

Simplify Marketing, Sales, & Support with the best free
All-In-One CRM software

Free for 15 users No credit card required

Customer Reviews of Insightly

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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.

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HAPPY CUSTOMERS SHARE GREAT REVIEWS ON G2

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Client Testimonials

EngageBay is the best Insightly Alternative

Get more power at a better price.

Feature by Feature Comparison with Insightly

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. CRM (Customer Relationship Management) EngageBay offers

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
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Deal management
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Task management
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Sales workflow automation
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Manage deals visually
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Custom fields
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Contact filters
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360 degree contact view
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Send proposals from CRM
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Manage teams
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Account based marketing
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Appointment scheduling
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Gamification and leaderboards
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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 Insightly does not offer any helpdesk EngageBay offers

Insightly EngageBay
Live chat
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Helpdesk and ticketing
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Marketing & Sales Automation

EngageBay offers powerful marketing automation features to 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
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Multi-channel campaigns
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Visual builder
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SMS/Text marketing
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Landing Pages
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Web popups
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Lists and Smart Lists
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Social Suite
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Email sequences
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A/B testing
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Behavior based marketing
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Customer life-cycle marketing
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Triggered campaigns
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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
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Email open notifications
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Link click notifications
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Web visitor tracking
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Triggers in automations
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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
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Personalized/Timed Pop-ups
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Lead capture forms
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Ready to use templates
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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
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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 support
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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
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Sales reports
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Email Campaign reports
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Customer Service reports
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Growth Analysis
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Funnel Reports
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Simplify Marketing, Sales, & Support with the best free
All-In-One CRM software

Free for 15 users No credit card required

Our Integration Partners

Stay connected to your favorite apps using EngageBay’s integrations

See more Integrations
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