Between Highrise and Salesforce: Which Cloud-Based CRM is Right for Your Business?

For small to medium-sized businesses, choosing the right Customer Relationship Management (CRM) tool is crucial. Both Highrise and Salesforce are leading contenders, offering robust features and benefits. In this article, we will dive into the key features and benefits of Insightly—a popular alternative that might just suit your needs better.

Key Features and Benefits of Insightly

Advanced Lead Management and Routing

One of the most critical aspects of CRM is lead management. With Insightly, lead generation and management are seamlessly integrated. The CRM interface automatically filters leads and routes them to the appropriate sales representative based on predefined criteria. This real-time process not only saves time but also ensures that no lead is overlooked, leading to improved efficiency and increased sales opportunities.

Advanced Lead Management and Routing by Insightly

Inbound leads are the lifeblood of many online businesses. Insightly's advanced system of lead generation and management automatically picks out data, verifies it, and routes it to sales reps in real-time. This process saves significant man-hours and money across various industries.

Deploy Custom Apps Quickly without Coding

Many CRMs require developers to create custom apps, which can be a cumbersome process. However, with Insightly, users can create their own custom apps quickly and easily. No coding is needed; simply set a few parameters, and you're good to go. This feature eliminates the need for constant developer support, making it more convenient for businesses to use and scale as needed.

Deploy Custom Apps Quickly without Writing a Line of Code

Insightly offers a solution for businesses that need to create custom apps without the need for coding. You can create your custom apps by setting a few different parameters, allowing you to avoid the frequent need to call a developer. This flexibility ensures that your business can adapt to changing needs more efficiently.

Create Your Custom Interface through Insightly

Customizing your dashboard is crucial to streamline your workflow and meet specific business needs. Insightly allows users to create custom dashboards by formatting according to their needs. This feature allows businesses to track metrics that they want, providing greater flexibility and efficiency in their workflow. Over time, priorities change, and custom dashboards can help teams adapt more easily.

Create Your Custom Interface through Insightly

Do you ever wish you could eliminate all the extra metrics on your screen? Insightly offers users the ability to create custom dashboards based on their specific needs. This feature allows businesses to track metrics that are most relevant to them. Over time, as priorities change, custom dashboards can help teams adapt more easily, ensuring that they remain focused on key performance indicators (KPIs).

Insightly Can Be Used from Anywhere

Managing projects from anywhere is no longer a luxury but a necessity in today's digital age. Insightly offers iOS and Android applications, allowing users to work on the go. These mobile apps make it possible for sales representatives to access customer information directly from the field, increasing productivity and enabling real-time updates.

Insightly Can Be Used from Anywhere

Insightly's mobile apps are a game-changer for businesses that require flexibility. The iOS and Android applications allow users to work from anywhere, making it easier for sales representatives to stay connected with their customers. The apps can automatically save and store business cards, ensuring that all contact information is always up-to-date.

Insightly Supports All Major Workflow Integrations Without Coding

Integrating apps with your CRM is essential for streamlining processes, but it often requires developers. Insightly's App-Connect service allows you to add any app extension you want to your CRM without writing a single line of code. This feature supports various categories, including finance, HR, sales, support, DevOps/IT, e-commerce, and marketing, making it a versatile tool for businesses of all sizes.

Insightly Supports All Major Workflow Integrations Without Coding

The App-Connect service in Insightly is a powerful feature that simplifies the integration of various apps into your CRM. You can add extensions across various categories such as finance, HR, sales, support, DevOps/IT, e-commerce, and marketing without writing a single line of code. This makes it easier to integrate and manage different tools within your workflow, improving efficiency and scalability.

Ironclad Safety Protocols in Insightly

Data security is paramount, especially for businesses that store customer information. Insightly prioritizes safety and privacy, implementing robust security measures from end to end. From secure sign-in and authentication to data encryption and compliance with GDPR and US/EU privacy laws, Insightly ensures that your customer data remains secure.

Ironclad Safety Protocols in Insightly

Every major database faces the threat of data theft. Insightly takes safety and privacy seriously, implementing a range of safety protocols. These include 2-factor authentication, single sign-on using industry-grade authentication protocols, data encryption during transmission, and GDPR compliance. These measures help protect your business and your customers from potential data breaches.

Insightly Helps You Test Your Marketing Strategy

Testing marketing strategies is essential to determine their effectiveness. Insightly employs advanced algorithms to predict the success of your marketing strategies based on trends. It also provides recommendations on which content to create and distribute based on current trends. This feature helps businesses refine their marketing efforts, leading to higher conversion rates and better ROI.

Insightly Helps You Test Your Marketing Strategy

Marketing strategies are like theories that need to be tested. Insightly uses advanced algorithms to predict the success of your marketing efforts based on current trends. It provides recommendations for content creation and distribution, helping businesses refine their marketing efforts for better ROI and higher conversion rates.

Reasonable and Affordable Pricing

While features and benefits are crucial, they are useless if the cost is prohibitive. Insightly understands the financial challenges faced by startups and small businesses. The platform offers three pricing plans—Plus, Professional, and Enterprise—starting at just $29 per month. This makes it affordable and accessible for businesses of all sizes to adopt a robust CRM solution.

Reasonable and Affordable Pricing

Insightly's pricing is designed to be accessible and affordable. The platform offers three plans: Plus, Professional, and Enterprise. These plans start from just $29 per month, making it an attractive option for startups and small businesses. By setting affordable prices, Insightly ensures that businesses can benefit from a powerful CRM tool without breaking the bank.

Overall, Insightly offers a comprehensive suite of features and benefits that can significantly enhance the efficiency and effectiveness of small to medium-sized businesses. Its advanced lead management, custom app creation, mobile accessibility, workflow integrations, security protocols, and affordable pricing make it a top contender in the CRM market.

Conclusion

Choosing the right CRM for your small or medium-sized business is a crucial decision. Insightly, with its advanced features and affordable pricing, stands out as a strong contender. Whether you are managing leads, creating custom apps, or testing marketing strategies, Insightly provides the tools you need to succeed. Consider Insightly for your CRM needs and take your business to the next level.