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.
ROLLER
ROLLER is an all-in-one cloud-based software platform designed to help entertainment and leisure venues manage bookings, point of sale, memberships, and guest engagement through a single integrated system.
Quick Comparison
| Feature | Insightly | ROLLER |
|---|---|---|
| Website | insightly.com | roller.software |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $99/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 | 2011 |
| Headquarters | San Francisco, USA | Melbourne, 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.
ROLLER
ROLLER provides a unified platform to run your entire leisure or entertainment venue from the cloud. You can move away from disconnected systems and manage your ticketing, point-of-sale, and guest data in one place. Whether you operate a trampoline park, amusement center, or museum, the software helps you streamline the guest journey from the moment they book online to when they walk through your front door.
You can reduce wait times with fast check-ins and integrated waivers while driving repeat business through automated memberships and gift cards. The platform gives you real-time insights into your sales and capacity, allowing you to make data-driven decisions to grow your revenue. It is built specifically for high-volume attractions that need reliable tools to handle complex bookings and busy daily operations.
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.
ROLLER Features
- Cloud Point of Sale. Process transactions quickly at your front desk or cafe using intuitive touch-screen interfaces that sync with your central inventory.
- Online Checkout. Provide your guests with a mobile-optimized booking experience that allows them to purchase tickets and sign waivers from any device.
- Integrated Waivers. Collect and store digital waivers automatically linked to guest profiles to speed up entry and ensure your venue stays compliant.
- Membership Management. Build recurring revenue by creating custom membership tiers with automated billing and exclusive benefits for your loyal guests.
- Capacity Management. Control your venue's crowds in real-time by setting session limits and tracking live attendance to prevent overbooking.
- Self-Service Kiosks. Reduce labor costs and queue times by allowing guests to purchase tickets and check themselves in at automated stations.
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
ROLLER Pricing
- Cloud Point of Sale
- Mobile-responsive checkout
- Digital waivers
- Basic reporting
- Standard support
- Everything in Lite, plus:
- Membership management
- Discount & promo codes
- Advanced reporting
- Inventory management
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
ROLLER
Pros
- All-in-one system eliminates the need for multiple third-party integrations
- Modern and intuitive interface is easy for seasonal staff to learn
- Cloud-based access allows you to manage your venue from anywhere
- Integrated waiver system significantly speeds up the guest check-in process
Cons
- Initial setup and data migration can be time-consuming
- Customization options for receipt templates are somewhat limited
- Occasional lag during peak traffic periods if internet is unstable