Channeltivity
Channeltivity is a user-friendly partner relationship management solution that helps you manage deal registration, channel marketing, and partner training to accelerate your indirect sales growth and strengthen relationships.
Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Quick Comparison
| Feature | Channeltivity | Insightly |
|---|---|---|
| Website | channeltivity.com | insightly.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $1599/month | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2007 | 2009 |
| Headquarters | Charlotte, USA | San Francisco, USA |
Overview
Channeltivity
Channeltivity is a partner relationship management (PRM) platform designed to help you manage and scale your indirect sales channels. Instead of struggling with messy spreadsheets and missed emails, you get a centralized portal where you can track deal registrations, distribute marketing assets, and manage partner training. It simplifies the entire lifecycle of partner engagement, from initial onboarding to closing co-sell opportunities.
You can easily integrate the platform with your existing CRM to ensure data flows smoothly between your direct and indirect sales teams. Whether you are launching your first formal partner program or managing a global network of distributors, the software provides the structure you need to stay organized. It helps you eliminate channel conflict and gives your partners the self-service tools they need to be successful.
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Overview
Channeltivity Features
- Deal Registration Prevent channel conflict by allowing partners to register leads and track their approval status in real-time.
- Partner Portal Give your partners a branded self-service home where they can access resources, training, and support materials.
- MDF Management Track marketing development funds by managing requests, approvals, and claims within a single automated workflow.
- Joint Business Planning Collaborate with your partners on strategic goals and track progress against shared key performance indicators.
- Content Distribution Share the latest sales sheets, logos, and co-branded marketing materials with your entire partner network instantly.
- Partner Training Onboard and certify your partners with built-in modules to ensure they have the knowledge to sell.
Insightly Features
- Relationship Linking. Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing. Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation. Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management. Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking. Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards. Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Pricing Comparison
Channeltivity Pricing
- Unlimited partners and users
- Deal Registration module
- Library and Resource Center
- Partner Onboarding & Profiles
- Email and News tools
- Standard Support
- Everything in Standard, plus:
- Native CRM integration
- Bi-directional data sync
- Automated lead distribution
- Advanced reporting and dashboards
- Premium integration support
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Pros & Cons
Channeltivity
Pros
- Intuitive interface makes partner adoption very high
- Flat-fee pricing prevents unexpected costs as you scale
- Excellent native integration with Salesforce and HubSpot
- Quick implementation compared to other enterprise PRMs
Cons
- High starting price point for very small startups
- Limited customization for highly complex enterprise workflows
- No built-in native payment processing for MDF
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription