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.
Ortto
Ortto is a unified customer journey platform that combines marketing automation, customer data, and advanced analytics to help you attract, engage, and retain customers through personalized multi-channel experiences.
Quick Comparison
| Feature | Insightly | Ortto |
|---|---|---|
| Website | insightly.com | ortto.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $599/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days 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 | Sydney, Australia |
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.
Ortto
Ortto is a unified platform that brings your customer data, marketing automation, and analytics together in one place. Instead of jumping between disconnected tools, you can see exactly how your customers interact with your brand across every touchpoint. You can build complex automated journeys that trigger based on real-time behaviors, ensuring you always send the right message at the perfect moment.
The platform helps you break down data silos by connecting your existing tech stack—like your billing system, support desk, and website—into a single customer view. Whether you are a growing startup or an established enterprise, you can use these insights to personalize emails, SMS, and in-app messages. It simplifies the process of turning raw data into actionable marketing campaigns that drive measurable growth for your business.
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.
Ortto Features
- Visual Journey Builder. Create sophisticated automated workflows with a drag-and-drop canvas to guide customers through personalized brand experiences.
- Unified Customer Profiles. See a complete timeline of every interaction a customer has with your business across all integrated platforms.
- Multi-channel Messaging. Reach your audience wherever they are by sending coordinated messages via email, SMS, and in-app notifications.
- Real-time Analytics. Track your campaign performance and ROI instantly with customizable dashboards that show exactly what drives conversions.
- Advanced Segmentation. Group your audience based on their behavior, traits, or purchase history to deliver highly relevant content.
- AI Content Generation. Speed up your campaign creation by using built-in AI tools to write high-performing email subject lines.
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
Ortto Pricing
- Up to 10,000 contacts
- Unlimited users
- Email & SMS marketing
- Visual journey builder
- Custom dashboards
- Standard integrations
- Everything in Professional, plus:
- Up to 20,000 contacts
- Advanced security features
- Priority support access
- Custom activity tracking
- Advanced data retention
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
Ortto
Pros
- Powerful data integration from multiple sources
- Highly intuitive visual journey mapping interface
- Excellent real-time reporting and attribution tools
- Consolidates multiple marketing tools into one
Cons
- Higher starting price point than competitors
- Learning curve for complex data mapping
- SMS credits require additional separate spend