Today’s sales teams need so much more than a customer relationship management (CRM) system to compete in an increasingly competitive B2B market.
That’s why teams are turning to sales tracking software that can go above and beyond a CRM, writes Candice Coots, head of content strategy at SetSail: “Sales tracking means every customer interaction, like phone calls, messages, and emails is all tracked. Moreover, it can track prospecting and outreach statistics, sales rep performance, time spent on maintaining customer records — literally every action that goes into your sales process.”
Insightly is one of these tools. It gives sales reps and managers a complete view of customers across the buying experience. You can manage individual deals, create tasks, automate processes, customize your pipeline, and track KPIs from an analytics dashboard.
But Insightly is far from the only solution available. Cheaper and more comprehensive tools are available that are also easier to use, like the five Insightly alternatives we’ve listed below.
Do you want a simple and free Insightly alternative? Look no further than Jotform. With Jotform Apps and the sales tracking app template, you can create your own sales tracking software in seconds.
The app is completely customizable, so you can set it up to mirror your current process. It even integrates with your existing CRM, whether you’re already using Jotform or another tool.
It’s free to get started with Jotform. Paid plans with additional storage start from just $34 per month. Of course, if you have a Jotform subscription, Jotform Apps is already included in the price.
Pipedrive is an all-in-one platform that makes a great Insightly alternative. This easy-to-use tool puts an emphasis on actions and tasks rather than goals. Knowing who to call and automating emails will help you get deals over the line more than analyzing data ever will.
Unfortunately, that means the data and analytics tools may not be sufficient for larger organizations that need a higher level of analysis. For everyone else, however, the customizable nature of the tool makes it a great choice.
You can get started with Pipedrive with a free, 14-day trial, and the Essential plan costs just $14.90 per month. The Advanced plan, which offers more features, costs $27.90 per month.
HubSpot is a well-known brand in the sales software space, and it’s as popular for its content marketing efforts as anything else. As an Insightly alternative, the company’s sales software is no slouch.
Not only does it provide a comprehensive CRM platform to help you keep track of every deal, but it also provides a range of sales tracking software to help you streamline your processes. You can launch new deals with just one click, create and assign tasks, and track everything as it moves through your pipeline. It also has all the tools you need to predict the health of new leads and future revenue for the next quarter and beyond.
The pricing of HubSpot’s Starter plan starts from $18 per month. The additional functionality of their Professional plan costs $800 per month, while their Enterprise plan comes in at $3,600 per month.
Close offers everything a growing sales team needs from their CRM. As well as the standard features you’d expect, Close boasts multichannel management (which lets reps bring SMS, calls, and video messaging into one inbox), a built-in VoIP, and collaboration features that let you align your team’s efforts.
Close’s reporting tools may also interest users looking for an Insightly alternative. Reps can get a visual snapshot of KPIs from a single dashboard, while managers can break down performance by team members. There are even customizable leaderboards that empower managers to foster healthy competition.
Close starts at $99 per month, with the most comprehensive and expensive Enterprise plan costing $699 per month.
Zoho’s CRM offering is just as comprehensive as Insightly, and it has everything you need to track, manage, and analyze your sales cycle. No wonder more than 150,000 businesses use the platform.
You don’t have to worry that it’s designed for the masses, though. Zoho’s Canvas tool lets you redesign the interface of your CRM to create a personalized experience that meets your specific needs.
You can get started with Zoho from just $14 per month, but you may find you’ll need the $23 per month Professional plan.
What’s the best way to choose the right Insightly alternative?
There’s no one-size-fits-all solution when it comes to CRM tools. Each product differs in complexity, depth, and price. Find the best solution by focusing on the features that matter most to your business. If you’re still confused, why not give Jotform a try? It’s free to get started and works brilliantly as an Insightly alternative.
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