Customer Relationship Management (CRM) is a process all businesses try to excel in. In simple words, it refers to all business processes that involve facing customers, which are inclusive of marketing automation, customer service, sales communications, and more. When you use a CRM system the right way, you will be able to track and manage all your present customers and also your potential customers very accurately. In addition to helping you store valuable customer information, CRM software suites also help in restructuring your business operations which in turn can help bring down costs and improve productivity.

A good CRM system can be a highly efficient alternative to different manual processes that cause a lot of inefficiencies in your organization. Also, the ability of many CRM systems to integrate with other tools would enable you to communicate with your customers in ways that you never have imagined. CRM systems also act as a storage place for some of your business’s most valuable data. Offering many such useful benefits, CRM software systems are a boon to businesses worldwide. If you happen to be a business owner in need of a reliable CRM solution, Zoho CRM and Insightly are the two you should give a try.

Overview

Zoho CRM

Founded in 1996, Zoho CRM features a whole suite of online collaboration and customer management tools that have improved greatly over the years. The basic layout of this system is easy to understand and use and straightforward as well. The Home Page can be customized according to your style and requirements and you are also allowed to place modules with data anywhere you like. The software also comes with several default dashboards that you can use on your home page.

One of the compelling features of this system is that it supports the integration of web-based forms in your company’s website. It enables you to set up separate accounts for your customers, and also add several contacts to each of those accounts as and when you collaborate with more individuals in an organization. Zoho CRM is designed to track leads and contacts separately. However, in order to make the best use of this system, it requires a lot of initial customization.

For more information on the product, visit our Knowledge Base here.

Insightly

Insightly is a cloud-based project management and CRM software that is designed specifically to serve smaller businesses. The system offers project management, CRM, and collaboration solutions in a single platform. Its competitive pricing plans, good support services, and excellent workflow make the service a good CRM solution for small businesses that lack the necessary IT support for other conventional systems.

All you need to start using Insightly is an email account or a Google Apps account. Once you login, you will be able to view a dashboard that contains details of all recent activities. It also contains tabs that link to other fields in the interface such as Email, Projects, Contacts, Opportunities, Tasks, etc. The service enables you to add contacts from your LinkedIn profile. One excellent aspect of Insightly is that it gives you the option to automatically revoke the permissions given to access your social media profiles in a week, in thirty days, or as per your wish. This makes it evident that the service gives importance to security.

Benefits

Zoho CRM

• Easy to customize.
• No data lockup.
• Comprehensive solution.
• Value for money.
• Enables API integration.

Insightly

• Powerful data automation, integration, and management.
• All around dashboard views.
• Safe and reliable infrastructure.
• Improved customer interaction.
• Improved productivity.

Head-to-Head Matchup

Conclusion

If you operate a small business that requires only a CRM to track sales, follow-up, etc., then Insightly can serve you best. The system is easier to setup and get used to. However, in addition to being a great CRM system, Insightly also offers other solutions that will be of great help to your business whenever you need.