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.
Sansan
Sansan is a specialized contact management solution that digitizes physical business cards into a centralized database to help your team share connections and discover new sales opportunities.
Quick Comparison
| Feature | Insightly | Sansan |
|---|---|---|
| Website | insightly.com | sansan.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 | 2007 |
| Headquarters | San Francisco, USA | Tokyo, Japan |
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.
Sansan
Sansan transforms how you manage professional relationships by turning physical business cards into a powerful digital asset. Instead of letting contacts sit in desk drawers, you can scan cards using a dedicated scanner or mobile app to create a highly accurate, centralized database for your entire organization. The platform uses a combination of proprietary OCR technology and human verification to ensure your contact data is nearly 100% accurate.
You can visualize your company's entire web of connections to see who already knows a prospect before you reach out. This internal transparency helps you coordinate sales efforts and avoid redundant introductions. Whether you are a small sales team or a large enterprise, the platform provides the infrastructure to track interaction histories and stay updated on contact job changes automatically.
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.
Sansan Features
- High-Accuracy Digitization. Scan business cards with your smartphone or a dedicated scanner to get nearly 100% accurate digital contact data verified by human transcription.
- Organizational Mapping. View a visual map of your target company's hierarchy and see which of your colleagues has the strongest existing relationship.
- Virtual Cards. Exchange digital business cards during online meetings using QR codes or links to keep your network growing in a remote environment.
- Automatic Updates. Receive instant notifications when a contact changes their position or moves to a new company so your database stays current.
- Collaborative Notes. Log meeting details and share interaction history with your teammates to ensure everyone is aligned on the latest client developments.
- Mobile Access. Access your entire company's contact database from anywhere with native iOS and Android apps designed for sales professionals on the move.
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
Sansan 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
Sansan
Pros
- Exceptional data accuracy due to human-verified transcription
- Simplifies internal networking by showing colleague connections
- Easy-to-use mobile app for scanning cards on the go
- Effective at centralizing fragmented contact data across departments
Cons
- Pricing is not transparent and requires sales contact
- Transcription can take time to complete during peak hours
- Primary focus on business cards may feel niche for some