Why switch to Insightly CRM?
Switching to a new CRM is an important decision. We put together this page to help you compare Insightly to other CRMs and see if it’s the right choice for your business.
How is Insightly different from other CRMs?
Insightly provides businesses of all sizes and industries with secure, flexible, and scalable sales, marketing, and delivery solutions all in one platform, without the high cost and complexity of legacy CRMs.
Unlike the majority of integrated legacy CRMs, where sales, marketing, and service data are collected and managed in separate structures, all Insightly apps sit atop a single data platform. All teams, one database. No manual syncing. No data silos. Centralize your sales, marketing, and delivery data in one place and align teams around customer journey.
The Insightly advantage
Power
Scale, flexibility, security, and powerful CRM capabilities out of the box. Customize Insightly to your specific business needs and team preferences.
Transparency
Always know what you’re paying for, when, and why. No hidden costs. No need to hire third parties to help you implement and manage the system.
Simplicity
Minimal training and ramp-up time. Easily integrate your CRM into every team’s daily work and existing business processes.
Superior customer support
From data migration to onboarding to user training and ongoing support, the Insightly team is there to ensure your CRM success. Get your questions answered at any time, without the extra cost.
Calculate and compare your CRM costs
Use Insightly’s total cost of ownership (TCO) calculator to compare costs between Insightly CRM and a legacy CRM, like Salesforce. See for yourself how much you can save with Insightly.
Insightly provided us with specific instructions on what to do before we cut over. The process of getting everyone up and running took about four weeks from start to finish. Transitioning from Salesforce to Insightly allowed us to reduce our costs by 40%.
Jamie Paton,
SEO Director, PCG Digital
Download the Why Switch to Insightly CRM guide
4 steps to a successful CRM switch
Whether you’ve already decided to switch or are just exploring options, use this guide to conduct a CRM needs assessment and navigate the CRM buying process with more knowledge, clarity, and confidence.
Download the eBook
Insightly is the number one platform and priority for our executives to scale our processes nationwide and get the customer insights we need to make improvements in our business.
Brian Pavlick,
COO, CBUSA