Are you struggling to find the perfect CRM Software that aligns with your complex demands? Our curated list of top-tier solutions offers personalization to meet your unique needs. Additionally, we've created a comprehensive comparison of Workbooks vs. Insightly CRM all in one place to simplify your decision-making process. Workbooks is rated 4.5 while Insightly CRM is rated 4.3.
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Quick View
Compare the most important details of Workbooks and Insightly CRM at a glance
Pricing
Compare pricing of Workbooks vs Insightly CRM with the following detailed pricing plan info. Workbooks comes in 5 packages: FREE, CRM, CRM Pro, Business, Business Pro. On the other hand, Insightly CRM comes in 5 packages: Free, Basic, Plus, Professional, Enterprise.
- Free Plan
- Free Trial
- Free Plan
- Free Trial
Features
Compare between Workbooks and Insightly CRM based on their key features and functionalities to pick the right one for your business.
- Quote Management
- Social Media
- Lead Generation
- Sales Pipeline
- Expense Management
- Product Database
- Contact Management
- Email Integration
- Data Export
- On Demand (saas)
- Customer Support
- Inventory Management
- Invoicing
- Sales Dashboards
- Email Marketing
- Quote Management
- Social Media
- Lead Generation
- Sales Pipeline
- Expense Management
- Product Database
- Contact Management
- Email Integration
- Data Export
- On Demand (saas)
- Customer Support
- Inventory Management
- Invoicing
- Sales Dashboards
- Email Marketing
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Media
Explore screenshots and videos of Workbooks and Insightly CRM to compare their interface and product experience.
Specifications
Check out the specifications of Workbooks and Insightly CRM. Learn about their accessibility features, customer support channels, payment methods, and device compatibility.
- Freelancers
- Startups
- SMBs
- Mid-Market
- Enterprises
- API
- Free Trial
- Mobile Support
- Lifetime Free Plan
- Customization
- Phone
- Live Support
- Training
- Tickets
- Yearly
- Monthly
- Onetime (Perpetual License)
- Transaction
- Web App
- Windows
- macOS
- iOS
- Android
- Freelancers
- Startups
- SMBs
- Mid-Market
- Enterprises
- API
- Free Trial
- Mobile Support
- Lifetime Free Plan
- Customization
- Phone
- Live Support
- Training
- Tickets
- Yearly
- Monthly
- Onetime (Perpetual License)
- Transaction
- Web App
- Windows
- macOS
- iOS
- Android
Awards
Workbooks and Insightly CRM have been awarded by SoftwareSuggest for the selected categories. These awards have been given on the basis of the overall performance of this software in the CRM Software category.
Alternatives
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Company Details
Get insight into the company details Workbooks and Insightly CRM and learn how they operate. Explore the company name, its location, and more!
WorkBooks
Insightly Inc.
FAQs
What level of customer support can I expect from Workbooks and Insightly CRM?
Workbooks provides customer support over various channels including phone, email, live support and tickets, and Insightly CRM provides customer support over phone, email, live support and more.
Workbooks and Insightly CRM cater to which types of businesses?
Workbooks is suitable for Startups & SMBs, whereas Insightly CRM is suitable for Startups, Enterprises, SMBs & Freelancer.
Which mobile platforms do Workbooks and Insightly CRM support?
Workbooks and Insightly CRM both support Android and IOS.
What are the key features of Workbooks and Insightly CRM?
Key features of Workbooks include lead management, contact management, sales pipeline, marketing automation, customer support, reporting and analytics, while Insightly CRM offers features, such as contact management, task management, project management, email integration.
Do Workbooks and Insightly CRM offer a free trial?
Yes, Workbooks and Insightly CRM provide a free trial to its users.
Workbooks
Awesome CRM Solutions.
I am about 6 months into using Workbooks, and I would like to say that I am totally impressed with the product. We use Workbooks to keep track of all our members, volunteers, sponsors, and providers, as well as for communication and managing all activities. It is also free for up to 2 users, which is amazing value for a voluntary project or small business. Additionally, Workbooks makes it easy to convert data from our existing Works database. I highly recommend it.
Read More— Imtiyaz