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.
Veevart
Veevart is a Salesforce-based platform designed for museums, galleries, and cultural institutions to manage ticketing, fundraising, gift shops, and collections in one integrated system.
Quick Comparison
| Feature | Insightly | Veevart |
|---|---|---|
| Website | insightly.com | veevart.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 | Miami, 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.
Veevart
Veevart is an all-in-one platform built on Salesforce that helps you run every aspect of your cultural institution from a single login. Instead of juggling separate tools for visitors, donors, and your collection, you can manage everything in one place. You can track visitor patterns, handle complex membership renewals, and manage your gift shop inventory without switching between different applications.
The platform is designed specifically for museums, art galleries, and auction houses that need to professionalize their operations. You can automate your marketing efforts based on visitor behavior and gain deep insights into your organization's financial health. Because it lives on Salesforce, you get enterprise-grade security and the flexibility to scale as your institution grows and your needs evolve.
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.
Veevart Features
- Integrated Ticketing. Sell tickets online and at the door while automatically capturing visitor data directly into your CRM.
- Collection Management. Catalog your entire collection with high-resolution images, provenance tracking, and location history in a secure database.
- Membership Management. Automate your renewal notices and offer exclusive member discounts at checkout to improve retention rates.
- Fundraising & Grants. Track donor relationships and manage grant applications with automated task reminders and detailed giving histories.
- Point of Sale. Run your museum shop or cafe with an integrated POS that syncs inventory and sales data instantly.
- Email Marketing. Send personalized newsletters and event invitations to your visitors based on their past attendance and interests.
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
Veevart 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
Veevart
Pros
- Centralizes all institutional data within the Salesforce ecosystem
- Highly customizable to match unique museum workflows
- Excellent customer support during the implementation process
- Robust reporting capabilities for board and donor presentations
Cons
- Significant learning curve due to Salesforce complexity
- Implementation process can be time-consuming for small teams
- Higher price point compared to simple ticketing tools