Insightly
Insightly is a modern customer relationship management platform that combines sales tracking, marketing automation, and project management into a single solution to help you align teams and grow revenue.
Omnisend
Omnisend is an omnichannel marketing automation platform designed for e-commerce businesses to increase sales through integrated email, SMS, and push notification campaigns across the entire customer journey.
Quick Comparison
| Feature | Insightly | Omnisend |
|---|---|---|
| Website | insight.ly | omnisend.com |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Free |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✓ Has 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 | 2009 | 2014 |
| Headquarters | San Francisco, USA | London, UK |
Overview
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from lead to delivery. Unlike basic CRMs that stop once a deal closes, you can convert won opportunities directly into projects. This ensures your post-sales teams have all the context they need to satisfy customers without manual data re-entry or messy handoffs.
You can track complex relationships between contacts, organizations, and emails using a flexible linking system. The platform scales with your business, offering specialized modules for marketing automation and customer service. It is particularly effective for growing mid-sized teams in professional services, manufacturing, and technology who need to bridge the gap between sales and execution.
Omnisend
Omnisend is an email and SMS marketing automation platform built specifically for e-commerce brands. You can move beyond basic newsletters by creating personalized customer journeys that combine email, SMS, and push notifications into a single automated workflow. The platform integrates directly with major e-commerce stores to track customer behavior and trigger messages based on real-time shopping data.
You can recover lost revenue with abandoned cart sequences, welcome new subscribers, and reward your best customers with automated loyalty workflows. The platform is designed for growing online stores that need sophisticated automation without the complexity of enterprise-level tools. You get access to pre-built automation templates and a drag-and-drop editor that makes creating professional campaigns fast and intuitive.
Overview
Insightly Features
- Relationship Linking Map complex connections between contacts, companies, and projects to see exactly how your business network interacts.
- Lead Management Capture and route leads automatically to the right sales rep so you never miss a follow-up opportunity.
- Workflow Automation Create custom multi-step processes that trigger emails and update records automatically to save your team hours of manual work.
- Integrated Project Management Convert won deals into projects instantly to track milestones and deliverables without leaving your CRM environment.
- Email Tracking Send bulk emails and track opens or clicks in real-time so you know exactly when to reach out.
- Custom Reporting Build visual dashboards and scheduled reports to monitor your team's performance and forecast future revenue accurately.
Omnisend Features
- Omnichannel Workflows. Combine email, SMS, and push notifications into a single automated sequence to reach customers on their preferred channels.
- E-commerce Segmentation. Target your audience based on their shopping behavior, purchase history, and campaign engagement to send more relevant offers.
- Product Picker. Drag and drop products directly from your online store into your emails to save time on manual formatting.
- Automated Split Testing. Test different subject lines or content variations within your automated workflows to see what drives the most sales.
- Dynamic Discount Codes. Generate and send unique, single-use discount codes automatically to prevent coupon abuse and track individual redemptions.
- Visual Automation Builder. Map out your entire customer journey with an intuitive drag-and-drop interface that requires no coding or technical skills.
Pricing Comparison
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Contact management
- Project management basics
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and assignment
- Batch email templates
- Calendar and contact sync
- Mobile app access
Omnisend Pricing
- Reach up to 250 contacts
- 500 emails per month
- Up to 60 SMS messages
- 500 web push notifications
- Professional email templates
- Pre-built automations
- Everything in Free, plus:
- Unlimited emails
- Up to 3,933 SMS messages
- Advanced reporting
- 24/7 priority support
- Customer success manager
Pros & Cons
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly flexible custom fields and record linking
- Intuitive interface that is easy to navigate
- Strong integration with Google Workspace and Outlook
- Reliable mobile app for managing tasks remotely
Cons
- Customer support can be slow on lower tiers
- Reporting tools have a slight learning curve
- Pricing increases significantly for advanced automation features
Omnisend
Pros
- Deep integration with Shopify and BigCommerce
- Easy to set up complex automations
- Excellent customer support available 24/7
- Consolidated reporting for email and SMS
Cons
- SMS credits can become expensive
- Limited design flexibility in some templates
- Learning curve for advanced segmentation rules