Web Engagement. Incisive Reporting. Analytics and Social Watchover.
While Insightly offers some sales & contact management CRM features, Agile CRM's extensive sales and marketing feature set is designed for the modern business. Agile contains all of the CRM and marketing automation features you've always wanted, in one place at one low price.
Let's compare Insightly and Agile CRM in each segment to see how they perform.
Insightly | Agile | |
---|---|---|
CRM Features |
||
Marketing Automation |
- | |
Project Management |
||
Pricing & Plans |
Plans start at $9 (w/ basic features) | Plans start at $9.99 (w/ extensive features) + No setup fee |
Compose emails with ease using Agile's wide range of templates and themes. Agile's email and link tracking and testing features include link personalization, A/B testing, real-time notifications and automated, cross-channel campaigns.
Insightly doesn't offer emailing options.
Insightly | Agile | |
---|---|---|
Email Templates & Themes |
- | |
Email Personalization |
- | Advanced with conditional logic |
Email Tracking |
- | |
Link Personalization |
- |
Agile is a leading social CRM for SMBs. Insightly and Agile both fetch contact info from social media, but Agile goes further with social media monitoring and a social suite for social engagement and both real-time and scheduled social updates.
Insightly | Agile | |
---|---|---|
Contact info from Twitter & other Social Media Websites |
||
Social Media Monitoring |
- | |
Social Updates |
- |
Both Insightly and Agile offer in-built project management, including user-level task management, sorting based on categories, scheduling, and reporting.
Insightly | Agile | |
---|---|---|
User Level Task Management |
||
Task Tracking |
||
Task Reporting |
Agile lets you keep tabs on your sent emails and get notified in real time when customers open your emails or click your links. Agile also shows your contacts' web activity as it's happening and records your contacts' engagement with your site or app, whether or not you're online at the time.
Insightly doesn't provide email or web analytics.
Insightly | Agile | |
---|---|---|
Email Tracking |
- | |
Email Open Notifications |
- | |
Page View Notifications |
- | |
Web Visitor Tracking |
- |
Agile integrates with third-party plugins like FreshBooks, QuickBooks and Stripe for invoicing and subscription-based payments.
Insightly doesn't provide any payment options.
Insightly | Agile | |
---|---|---|
Billing / Invoicing |
- | Through Integrations FreshBooks |
Subscription Payments |
- | Through Integrations Stripe |
Grow your business the smart way with Agile's integrated Funnel Graphs, Cohort Reports and Growth Analysis. Assess campaign performance and gain a sophisticated understanding of your leads and users.
Insightly only offers Periodic Emails Reports, while Agile CRM offers similarly customizable Periodic Email Reports plus a complete range of cutting-edge Analytics.
Insightly | Agile | |
---|---|---|
Periodic Email Reports |
||
Graphical Reports |
- | |
Growth Analysis |
- | |
Funnel Reports |
- | |
Cohort Analysis |
- |
Insightly offers API in REST whereas Agile offers API in REST and multiple other languages. Agile's extensive front-end & back-end API in REST, Javascript, Java, .Net and PHP gives complete control to the user.
Insightly | Agile | |
---|---|---|
API |
REST | REST, PHP, Javascript, Java, .Net |
Both Insightly and Agile provide Web Forms (web-to-contact) and Email Sync. Agile seamlessly integrates with Twilio and VoIP services to enable making, receiving and analyzing your calls directly from the CRM. Also, you can build custom widgets to suit your needs with Agile's API.
Insightly | Agile | |
---|---|---|
Telephony |
- | VoIP, Twilio, Ring Central |
Web Forms |
Wufoo, Unbounce, Gravity Forms | |
Email Sync |
Google Apps, Office 365 | Google Apps, IMAP |
Helpdesk |
- | Zendesk, ClickDesk, Help Scout |
Billing |
- | Stripe, FreshBooks, QuickBooks, Xero |
Custom Widgets |
- |
Agile CRM is an exciting and powerful system. The capability to create complex workflows is immensely useful and easy - simply a matter of drag and drop.