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.
Tekmetric
Tekmetric is a cloud-based shop management system designed to help auto repair shop owners streamline their entire workflow from digital inspections to integrated payments and customer communications.
Quick Comparison
| Feature | Insightly | Tekmetric |
|---|---|---|
| Website | insightly.com | tekmetric.com |
| 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 | 2016 |
| Headquarters | San Francisco, USA | Houston, 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.
Tekmetric
Tekmetric is a comprehensive shop management system built to help you run your auto repair business more efficiently from any device. You can manage the entire repair lifecycle—from the moment a customer books an appointment to the final digital payment—within a single, intuitive interface. By moving your shop to the cloud, you eliminate the need for local servers and gain the freedom to monitor your business performance in real-time whether you are at the shop or at home.
The platform focuses on transparency and speed, allowing you to build trust with your customers through detailed digital vehicle inspections and instant text-to-pay options. You can easily track parts inventory, manage technician productivity, and analyze financial reports to identify growth opportunities. It is designed specifically for independent auto repair shops and multi-location enterprises looking to modernize their operations and improve the overall customer experience.
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.
Tekmetric Features
- Digital Vehicle Inspections. Create professional inspection reports with photos and videos that you can text directly to customers for instant approval.
- Smart Estimating. Build accurate repair orders in seconds by pulling labor times and parts pricing directly into your estimates.
- Tekmessage. Communicate with your customers in real-time through built-in two-way texting to share updates and get quick authorizations.
- Real-Time Reports. Monitor your shop's gross profit, average repair order value, and technician efficiency with live data dashboards.
- Integrated Payments. Collect payments faster by sending secure text-to-pay links that allow your customers to pay from their smartphones.
- Parts Procurement. Order parts from your preferred vendors without leaving the platform to keep your bays moving and reduce downtime.
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
Tekmetric Pricing
- Digital Repair Orders
- Customer Profiles
- Appointment Scheduling
- Basic Reporting
- Integrated Payments
- Two-Way Texting
- Everything in Start, plus:
- Digital Vehicle Inspections
- Advanced Reporting
- Inventory Management
- Technician App Access
- Labor Guide Integration
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
Tekmetric
Pros
- Intuitive interface makes training new service advisors fast
- Digital inspections significantly increase average repair order value
- Cloud-based access allows you to manage shops remotely
- Frequent software updates based on direct user feedback
- Seamless integration with major parts ordering platforms
Cons
- Initial data migration from legacy systems can be complex
- Higher price point compared to basic desktop-based alternatives
- Requires a stable internet connection for all shop operations