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.
Kangaroo Rewards
Kangaroo Rewards is a loyalty marketing platform that helps you attract, retain, and engage customers through automated rewards, personalized offers, and multi-channel marketing tools to grow your business.
Quick Comparison
| Feature | Insightly | Kangaroo Rewards |
|---|---|---|
| Website | insightly.com | kangaroorewards.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $59/month |
| FREE Trial | ✓ 14 days free trial | ✓ 30 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 | 2012 |
| Headquarters | San Francisco, USA | Montreal, Canada |
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.
Kangaroo Rewards
Kangaroo Rewards is a flexible loyalty platform designed to help you build lasting relationships with your customers. You can create custom rewards programs that work across your physical store, e-commerce site, and mobile app, ensuring a unified experience. The software allows you to reward customers for various actions beyond just purchases, such as social media shares, referrals, and birthday milestones.
You can also launch targeted marketing campaigns using built-in SMS and email tools to drive repeat traffic. By collecting detailed customer data and purchase history, you gain the insights needed to personalize offers and segment your audience effectively. It is built for small to mid-sized retailers and service providers who want to increase customer lifetime value without complex technical requirements.
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.
Kangaroo Rewards Features
- Omnichannel Loyalty. Connect your point-of-sale and e-commerce store so your customers can earn and redeem rewards wherever they shop.
- Automated Marketing. Send personalized SMS and email triggers based on customer behavior to win back lost shoppers automatically.
- Custom Mobile App. Launch your own branded app to send push notifications and keep your loyalty program in your customers' pockets.
- Referral Program. Turn your best customers into brand advocates by rewarding them for bringing their friends and family to your business.
- Tiered Rewards. Create multiple membership levels to gamify the shopping experience and encourage higher spending from your top-tier customers.
- Customer Segmentation. Group your audience by spending habits or interests to send highly relevant offers that increase conversion rates.
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
Kangaroo Rewards Pricing
- Rewards & Referral program
- Digital gift cards
- Basic marketing automation
- Customer profiles & history
- Standard POS integrations
- Everything in Ultimate, plus:
- Advanced marketing automation
- SMS marketing capabilities
- Customer segmentation
- Tiered loyalty levels
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
Kangaroo Rewards
Pros
- Extensive integration list with popular POS systems
- Highly customizable rewards and point-earning rules
- User-friendly interface for both staff and customers
- Strong customer support and onboarding assistance
Cons
- Initial setup can be time-consuming for beginners
- SMS marketing costs can add up quickly
- Reporting tools may feel basic for enterprise needs