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.
Yesware
Yesware is an all-in-one sales engagement platform that helps you track emails, automate outreach, and sync activity data directly to your CRM to close more deals faster.
Quick Comparison
| Feature | Insightly | Yesware |
|---|---|---|
| Website | insightly.com | yesware.com |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2010 |
| Headquarters | San Francisco, USA | Boston, 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.
Yesware
Yesware is a sales engagement platform designed to sit right inside your Outlook or Gmail inbox. It eliminates the guesswork from your sales process by showing you exactly who is opening your emails, clicking your links, and viewing your attachments in real-time. You can stop wondering if your prospects are interested and start reaching out when you are top-of-mind.
Beyond simple tracking, you can build multi-channel campaigns that combine automated emails with manual phone calls and LinkedIn tasks. It removes the manual burden of data entry by automatically syncing all your activity to Salesforce or Microsoft Dynamics. Whether you are a solo founder or part of a high-growth sales team, you can use these tools to scale your outreach without losing the personal touch that wins customers.
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.
Yesware Features
- Email Tracking. Get instant notifications when prospects open your emails or click links so you can follow up while they are engaged.
- Multi-Channel Campaigns. Create automated sequences of emails, calls, and LinkedIn touches to stay consistent with your prospecting efforts.
- Personalized Templates. Save your best-performing emails as templates and insert them into your inbox with just a few clicks.
- Meeting Scheduler. Share your availability through a simple link so prospects can book meetings directly on your calendar without the back-and-forth.
- Salesforce Integration. Sync your emails, meetings, and calls automatically to Salesforce to keep your CRM data accurate and up-to-date.
- Attachment Analytics. See which pages of your presentation or proposal your prospects spent the most time on to identify their 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
Yesware Pricing
- Basic email tracking
- Meeting scheduler
- Email templates
- Reporting dashboard
- Gmail and Outlook add-ons
- Everything in Free, plus:
- Unlimited email tracking
- Unlimited attachment tracking
- Personal Reports
- Recipient engagement notifications
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
Yesware
Pros
- Seamless integration with Gmail and Outlook interfaces
- Real-time notifications help time follow-ups perfectly
- Easy to set up and use immediately
- Reliable automated syncing with Salesforce records
Cons
- Occasional glitches with tracking self-opens
- Campaign interface can feel slightly dated
- Limited reporting customization on lower tiers