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.
Tekion
Tekion provides a cloud-native automotive retail platform that connects the entire vehicle journey by integrating dealer management, customer relationship management, and digital retail tools into one unified ecosystem.
Quick Comparison
| Feature | Insightly | Tekion |
|---|---|---|
| Website | insightly.com | tekion.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 | 2016 |
| Headquarters | San Francisco, USA | Pleasanton, 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.
Tekion
Tekion offers a comprehensive cloud-native platform designed to modernize how you run your automotive dealership. Instead of juggling disconnected legacy systems, you get a unified Automotive Retail Cloud that brings your sales, service, parts, and accounting departments into a single interface. This integration allows you to track every customer interaction from the first website visit to the final service appointment without losing data between departments.
You can manage your entire inventory, process digital deals, and handle service scheduling through a mobile-friendly environment that works on any device. The platform focuses on removing the friction typically found in car buying by providing your team with real-time data and AI-driven insights. Whether you operate a single rooftop or a large multi-franchise group, you can scale your operations and improve your margins through better visibility and faster transaction times.
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.
Tekion Features
- Unified Retail Platform. Manage your entire dealership from a single login where sales, service, and accounting data flow together in real-time.
- Digital Retail Integration. Allow your customers to start their purchase online and finish in-store with perfectly synced deal data and pricing.
- Mobile Service Tooling. Equip your technicians and advisors with tablets to perform walk-arounds, take photos, and send digital estimates for instant approval.
- AI-Powered Analytics. Access predictive insights that help you optimize your inventory mix and identify high-probability sales leads automatically.
- Zero-Contact Service. Provide your customers with digital check-ins, automated status updates, and secure mobile payment options for a modern service experience.
- Real-Time Accounting. Eliminate month-end stress with automated financial reporting and real-time visibility into your dealership's cash flow and profitability.
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
Tekion 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
Tekion
Pros
- Modern cloud-native interface is much faster than legacy systems
- Eliminates the need for multiple third-party software integrations
- Mobile-first design allows staff to work from anywhere
- Frequent software updates provide new features without manual installs
Cons
- Significant effort required for initial data migration
- Learning curve for staff accustomed to older legacy platforms
- Custom pricing requires a detailed sales consultation process