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.
TeleVox
TeleVox provides an automated patient engagement platform that helps healthcare providers streamline communication through appointment reminders, clinical notifications, and secure messaging to improve patient outcomes and office efficiency.
Quick Comparison
| Feature | Insightly | TeleVox |
|---|---|---|
| Website | insight.ly | televox.com |
| Pricing Model | Freemium | Custom |
| Starting Price | Free | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 1992 |
| Headquarters | San Francisco, USA | Mobile, USA |
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.
TeleVox
TeleVox is a comprehensive patient engagement platform designed to help you automate the entire patient journey. Instead of manual outreach, you can use automated appointment reminders, pre-visit instructions, and post-care follow-ups to reduce no-shows and improve clinical outcomes. You can reach patients through their preferred channels, including SMS, voice, and email, ensuring your messages actually get read.
The platform integrates directly with your existing Electronic Health Record (EHR) system to sync data in real-time. Whether you run a small private practice or manage a large health system, you can scale your communication efforts without adding administrative headcount. It helps you close gaps in care by sending automated wellness reminders and screening notifications based on specific patient data.
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.
TeleVox Features
- Automated Reminders. Reduce no-shows by sending automated appointment confirmations and reminders via text, voice, or email.
- Two-Way Messaging. Chat with your patients in real-time through secure, HIPAA-compliant SMS to answer questions and coordinate care.
- Patient Self-Scheduling. Let your patients book or reschedule appointments online at their convenience, reducing your staff's phone volume.
- Clinical Outreach. Send automated notifications for lab results, preventative screenings, and chronic care management to improve health outcomes.
- Digital Intake. Collect patient registration forms and insurance information digitally before the visit to streamline your front-desk operations.
- Post-Care Surveys. Gather valuable feedback automatically after appointments to monitor patient satisfaction and improve your practice's reputation.
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
TeleVox Pricing
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
TeleVox
Pros
- Deep integration with major EHR systems like Epic and Cerner
- Highly customizable message templates for different appointment types
- Reliable automated outreach significantly reduces manual staff workload
- Effective at lowering no-show rates across large health systems
Cons
- Initial setup and configuration requires significant technical coordination
- User interface can feel dated compared to newer startups
- Custom reporting tools have a steeper learning curve