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.
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 | insightly.com | 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 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.
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 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.
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
- 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
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 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
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