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.
Ordant
Ordant is a cloud-based print management and signage estimating software that simplifies order tracking, customer relationship management, and integrated web-to-print storefronts for print shops and signage businesses.
Quick Comparison
| Feature | Insightly | Ordant |
|---|---|---|
| Website | insightly.com | ordant.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 | 0 |
| Headquarters | San Francisco, USA | Salt Lake City, USA |
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.
Ordant
Ordant provides a unified platform to manage your entire print or signage business from a single cloud-based interface. You can move away from fragmented spreadsheets and manual entry by consolidating your estimating, order management, and customer communications into one streamlined workflow. The software is designed specifically for the unique needs of print providers, allowing you to handle complex custom quotes and high-volume orders with precision.
You can easily track every job's progress from the initial estimate to final delivery while maintaining a clear history of customer interactions. By integrating your storefront directly with your back-office management, you reduce the risk of errors and speed up your turnaround times. It is built for small to mid-sized print shops and sign companies looking to professionalize their operations and scale without adding administrative overhead.
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.
Ordant Features
- Fast Estimating. Create accurate quotes for complex print and sign jobs in seconds using your pre-defined pricing and material costs.
- Order Tracking. Monitor the real-time status of every job in your shop to ensure you never miss a deadline again.
- Web-to-Print Storefronts. Launch branded online portals where your customers can place orders, upload files, and approve proofs 24/7.
- Integrated CRM. Manage all your customer contact details, communication history, and previous orders in one centralized database.
- Proof Management. Send digital proofs to your clients and track their approvals directly within the system to start production faster.
- Inventory Tracking. Keep a close eye on your paper stock and materials so you always know when it is time to reorder.
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
Ordant Pricing
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
Ordant
Pros
- Highly customizable estimating engine for unique jobs
- Clean and modern user interface is easy to learn
- Excellent customer support during the initial setup phase
- Consolidates multiple tools into one single platform
Cons
- Initial setup requires significant time for data entry
- Pricing is not transparent on the official website
- Advanced reporting features have a slight learning curve