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.
Salesmsg
Salesmsg is a two-way business texting software that enables you to send and receive SMS and MMS messages from your computer or mobile device to engage your customers instantly.
Quick Comparison
| Feature | Insightly | Salesmsg |
|---|---|---|
| Website | insightly.com | salesmsg.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $25/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 | 2017 |
| Headquarters | San Francisco, USA | Delray 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.
Salesmsg
Salesmsg is a two-way business texting platform designed to help you connect with your leads and customers through SMS and MMS. Instead of relying on slow email threads, you can have real-time conversations directly from your computer or mobile device. You can easily manage high volumes of messages with a shared team inbox, ensuring no customer query goes unanswered.
The platform integrates deeply with your existing CRM, allowing you to automate texts based on specific triggers like new lead signups or appointment bookings. Whether you are a small business owner or part of a growing sales team, Salesmsg helps you increase response rates and close deals faster by meeting your customers exactly where they are—on their phones.
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.
Salesmsg Features
- Two-Way Business Texting. Send and receive SMS and MMS messages from your business number to have real-time conversations with your customers.
- Shared Team Inbox. Collaborate with your team in a centralized inbox where you can assign conversations and tag teammates for faster responses.
- CRM Integrations. Sync your texts automatically with HubSpot, Salesforce, or Pipedrive to keep all your customer interactions in one place.
- Automated Texting. Set up automated workflows to send welcome texts or follow-ups based on specific actions your customers take.
- Canned Responses. Save time by creating templates for your most common questions so you can reply to customers in seconds.
- Call Broadcasting. Send mass text updates to your entire contact list at once for promotions, announcements, or urgent alerts.
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
Salesmsg Pricing
- 500 messages per month
- 1 local or toll-free number
- Unlimited contacts
- Shared team inbox
- Mobile apps for iOS and Android
- Standard CRM integrations
- Everything in Standard, plus:
- 4,000 messages per month
- Multiple team members
- Advanced automation triggers
- Priority support access
- Custom sender ID options
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
Salesmsg
Pros
- Seamless integration with popular CRMs like HubSpot
- Very easy to set up and use immediately
- Mobile app allows for responsive customer service
- Reliable message delivery and notification system
Cons
- Credits do not always roll over monthly
- International texting options are currently limited
- Pricing can scale quickly for high-volume senders