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A resource to help you choose a CRM
Pricing. Get detailed comparisons of pricing per user, per month.
Key features. See which platforms provide the key features you'll need and at what plan level.
Integrations. Find out which vendors offer integrations, how many they provide, and how the integrations are enabled.
Customer ratings. Directly compare customer ratings across all 8 CRM platforms from vendors like G2 and TrustRadius.
Vendor summaries. Get a high-level summary of the strengths of each platform.
On-the-go features. See which platforms offer a mobile app, business card scanner, and other ways to work from anywhere.
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Insightly CRM x Sell Better Resource Kit
Tools and tips to manage your pipeline
Close stronger. Choose smarter.
Messy pipelines lead to missed quotas. A clean pipeline powers your team’s success. These resources give sales leaders like you the clarity and confidence to clean up your process—and pick a CRM that actually pulls its weight.
Daily pipeline checks that work. Learn a simple, 3-step daily process to clean up pipelines, ensuring your team focuses on the deals that matter most.
Next-step strategies to drive deals. Discover how to use coded next steps to organize opportunities in your CRM and move deals forward efficiently.
Run deal reviews that deliver. Get a framework for running structured, rep-driven deal reviews that focus on risks, next steps, and clear exit criteria.
A resource to help you manage your pipeline
Daily pipeline checks that work. Learn a simple, 3-step daily process to clean up pipelines, ensuring your team focuses on the deals that matter most.
Next-step strategies to drive deals. Discover how to use coded next steps to organize opportunities in your CRM and move deals forward efficiently.
Run deal reviews that deliver. Get a framework for running structured, rep-driven deal reviews that focus on risks, next steps, and clear exit criteria.
