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.
Yosi Health
Yosi Health is a comprehensive patient intake and engagement platform that streamlines office workflows through automated digital registration, contactless check-in, and integrated clinical documentation to improve the patient experience.
Quick Comparison
| Feature | Insightly | Yosi Health |
|---|---|---|
| Website | insight.ly | yosi.health |
| 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 | 2015 |
| Headquarters | San Francisco, USA | New York, 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.
Yosi Health
Yosi Health provides a digital-first approach to patient management that eliminates paper forms and reduces waiting room congestion. You can automate the entire patient journey from the moment an appointment is scheduled, allowing patients to complete registration, sign consents, and pay co-pays from their own devices before they even arrive at your office.
The platform integrates directly with your existing EMR or EHR system to ensure data flows bi-directionally without manual entry. You can manage patient communication through automated reminders, conduct telehealth visits, and collect post-visit feedback to improve your practice's online reputation. It is designed for healthcare practices of all sizes looking to increase administrative efficiency and reduce staff burnout.
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.
Yosi Health Features
- Digital Patient Intake. Send automated registration links to patients so they can complete forms and sign consents on their own mobile devices.
- Contactless Check-in. Enable patients to check in virtually upon arrival to minimize waiting room time and improve office safety.
- Insurance Verification. Verify patient insurance coverage in real-time before the appointment to reduce claim denials and administrative overhead.
- Mobile Payments. Collect co-pays and outstanding balances digitally during the intake process to improve your practice's collection rates.
- Two-Way EHR Integration. Sync patient data directly into your EHR system to eliminate manual scanning and typing by your front-desk staff.
- Patient Communication. Send automated appointment reminders and follow-up messages via SMS or email to reduce no-shows and keep patients engaged.
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
Yosi Health 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
Yosi Health
Pros
- Significantly reduces front-desk administrative workload
- Seamless bi-directional integration with major EHR systems
- High patient completion rates for digital forms
- User-friendly mobile interface for elderly patients
Cons
- Pricing is not transparent on the website
- Initial setup requires careful coordination with IT
- Customization of complex forms can take time