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.
ReadyMode
ReadyMode is a cloud-based predictive dialer and outbound call center software designed to help sales teams increase connect rates through automated dialing and integrated lead management tools.
Quick Comparison
| Feature | Insightly | ReadyMode |
|---|---|---|
| Website | insightly.com | readymode.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $150/month |
| 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 | 2014 |
| Headquarters | San Francisco, USA | Vancouver, 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.
ReadyMode
ReadyMode is an all-in-one outbound sales platform that combines a powerful predictive dialer with built-in lead management. You can automate your dialing process to reach more prospects in less time, significantly reducing the idle periods between live conversations. The system intelligently manages your lead data, ensuring your agents always have the right information at their fingertips during every call.
You can scale your outreach efforts quickly with a platform built for high-volume environments. It handles everything from lead distribution and real-time reporting to advanced inbound call routing. By centralizing your communications and CRM data, you eliminate the friction of switching between tools, allowing your team to focus entirely on closing deals and driving revenue growth.
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.
ReadyMode Features
- Predictive Dialer. Automate your outbound dialing to connect with live prospects faster while minimizing agent wait times between successful calls.
- Lead Management CRM. Organize and track your entire lead database within a single interface to ensure no follow-up ever falls through the cracks.
- Smart Inbound Routing. Route incoming calls to the most qualified available agent based on custom rules to improve your customer experience.
- Real-Time Reporting. Monitor agent performance and campaign success with live dashboards that show you exactly how your team is performing.
- Custom Scripting. Build dynamic call scripts that guide your agents through conversations and ensure consistent messaging across your entire sales team.
- Call Recording. Record and store your conversations automatically so you can review calls for quality assurance and agent training purposes.
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
ReadyMode Pricing
- Predictive dialing capabilities
- Built-in CRM functionality
- Real-time agent monitoring
- Standard reporting tools
- Inbound call routing
- Call recording storage
- Everything in Standard, plus:
- Custom API integrations
- Advanced data management
- Dedicated account management
- Priority technical support
- Customized reporting modules
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
ReadyMode
Pros
- High-speed dialing significantly increases daily talk time
- Intuitive interface makes agent onboarding quick and easy
- Reliable system uptime for consistent daily operations
- Excellent customer support responsiveness for technical issues
Cons
- Higher price point compared to basic dialers
- Initial configuration can be complex for beginners
- Reporting customization has a slight learning curve