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.
Workshop Software
Workshop Software is a cloud-based management system designed to help automotive mechanical and repair businesses streamline their operations, from job booking and invoicing to inventory management and customer communications.
Quick Comparison
| Feature | Insightly | Workshop Software |
|---|---|---|
| Website | insightly.com | workshopsoftware.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $69/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 | 2013 |
| Headquarters | San Francisco, USA | Sydney, Australia |
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.
Workshop Software
Workshop Software is a specialized management platform built specifically for automotive, mechanical, and marine repair shops. You can move away from paper-based systems and scattered spreadsheets by centralizing your entire operation in one cloud-based hub. The platform allows you to manage the full lifecycle of a repair job, starting from the initial customer booking through to digital inspections, parts ordering, and final invoicing.
You can track your technicians' time in real-time to understand productivity and manage your inventory levels automatically as parts are used on jobs. The software also helps you maintain better customer relationships by sending automated service reminders and text updates. Whether you run a small one-person garage or a multi-location mechanical business, you can access your data from any device to keep your workshop running smoothly.
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.
Workshop Software Features
- Job Management. Create and track repair jobs from start to finish with digital job cards that keep your technicians organized.
- Automated Invoicing. Generate professional invoices instantly from completed jobs and sync them directly with your accounting software for easy bookkeeping.
- Customer Reminders. Boost your repeat business by sending automated SMS and email reminders for upcoming services and registration renewals.
- Inventory Tracking. Manage your stock levels in real-time and automatically update quantities as parts are added to customer invoices.
- Digital Inspections. Perform vehicle inspections on a tablet and share professional reports with customers to build trust and increase sales.
- Technician Tracking. Monitor exactly how much time your team spends on every job to identify bottlenecks and improve shop efficiency.
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
Workshop Software Pricing
- Unlimited users
- Unlimited transactions
- Job management & invoicing
- Customer & vehicle management
- Basic reporting
- Accounting integrations
- Everything in Standard, plus:
- Automated service reminders
- Advanced reporting & analytics
- Customer portal access
- Online booking integration
- Priority support
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
Workshop Software
Pros
- Intuitive interface that is easy for non-technical staff to learn
- Excellent integration with accounting tools like Xero and QuickBooks
- Saves significant time on daily administrative and invoicing tasks
- Reliable customer support team based in Australia and UK
- Cloud access allows you to manage your shop from home
Cons
- Mobile app functionality is more limited than the desktop version
- Initial data migration from old systems can be time-consuming
- Some advanced reporting features require the higher-priced Gold tier