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.
PhoneBurner
PhoneBurner is a power dialing and sales acceleration platform that helps outbound sales teams increase their call volume and productivity by automating repetitive dialing tasks and administrative workflows.
Quick Comparison
| Feature | Insightly | PhoneBurner |
|---|---|---|
| Website | insightly.com | phoneburner.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $127/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 | 2008 |
| Headquarters | San Francisco, USA | Laguna Beach, 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.
PhoneBurner
PhoneBurner is a cloud-based power dialer designed to help you reach more prospects in less time without the awkward pauses common in predictive dialers. You can upload your lead lists and start dialing through your browser or phone, allowing you to focus entirely on live conversations rather than manual data entry or waiting for connections.
The platform handles the heavy lifting of outbound calling by automatically leaving voicemails, sending follow-up emails, and logging every interaction directly into your CRM. Whether you are a solo agent or managing a large sales team, you can streamline your entire outreach process and ensure no lead falls through the cracks with built-in lead distribution and real-time reporting tools.
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.
PhoneBurner Features
- Power Dialer. Dial up to 80 contacts per hour with a delay-free connection that ensures you hear the prospect the moment they answer.
- One-Click Voicemail. Drop pre-recorded voicemails instantly with a single click so you can move immediately to the next call without waiting.
- Automated Email Follow-up. Trigger personalized emails based on call outcomes to stay top-of-mind with prospects even when they don't pick up.
- Smart Lead Distribution. Route your incoming and existing leads to the right team members automatically based on custom rules and performance.
- Local ID. Display a local area code on your outgoing calls to significantly increase your answer rates and build immediate trust.
- CRM Integration. Sync your call data automatically with popular platforms like Salesforce, HubSpot, and Zoho to keep your records updated.
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
PhoneBurner Pricing
- Unlimited power dialing
- Built-in CRM
- One-click voicemails
- Email tracking and templates
- Call recording
- Reporting and analytics
- Everything in Standard, plus:
- Lead distribution
- Call monitoring and coaching
- Advanced reporting
- Dedicated account manager
- Priority support
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
PhoneBurner
Pros
- Zero connection delay ensures natural conversations
- Extremely easy to set up and use
- Reliable automated voicemail drop saves significant time
- Excellent customer support and onboarding experience
- Seamless integration with major CRM platforms
Cons
- Higher price point compared to basic dialers
- Mobile app features are more limited
- Reporting can feel basic for enterprise needs