Name: RSoft Technologies Private Limited
Author: RSoft

Why Consider Alternative to Insightly?

But Insightly is big - much too big for many SMBs that just want a great CRM without all the bells and whistles. Others may not have the budget for a product like those offered by Insightly and are seeking more affordable options from the Insightly competition. And as with any product, some people have had bad experiences with Insightly and may be looking to switch. RSoft is a robust CRM that offers all the necessary features to grow a small business at affordable rates, hence the best Insightly alternative.

RSoft CRM is designed to help businesses throughout the entire sales process. As one of Insightly's top competitors, RSoft helps deliver outcomes on indicators like customer loyalty, customer attention and customer satisfaction. RSoft CRM helps salespeople and others perfect each point of communication with a particular customer throughout his or her relationship with the business. This competitor of Insightly provides a 360-degree view of all aspects relating to your customers and prospects

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6 Reasons Why RSoft CRM Is The Best Insightly Alternatives

RSoft is a cost-effective sales solution backed with powerful features that grows with your small business.

Easy customization

RSoft adapts to your business needs and can be easily customized without any assistance, unlike Insightly where expert help is required for customizing the solution.

Easy of use

Insightly is a powerful tool but too complicated for a small business to use. Salesmate is the right mixture of simplicity and intuitiveness with zero complications.

Simple interface

Due to extensive features, the interface gets crowded in Insightly. Salesmate, on the other hand, has a clean and user-friendly interface with a self-explanatory dashboard.

Dedicated supportFast & Secure

You need to put in time and effort to get technical help from Insightly on the other hand connecting with support team of Salesmate is simple and effortless.

Real time reports

You need to pay extra dollars to create reports in Insightly. With Salesmate however there is no such concern as it allows you to create customized reports anytime.

Built-in calling

You need to integrate with third-party apps to call from Insightly. This is not required in Salesmate as it is powered with a built-in virtual phone system.

RSoft Has Most Features of Insightly Top Edition CRM

Lead & Sales Management Fearures and Comparison	RSoft CRM	Insightly CRM
	Lead & Sales Management
Lead Management	✔	✔
	ROI Campaign Reports
Lead Prioritization	✔	✔
	Zero Lead Leakage
Opportunities	✔	✔
	Chat Bots Integration
Customers	✔	✔
	Online Portal Integration
Sales Funnel	✔	✔
	Advanced Lead Configuration
Sales Forecasting	✔	✔
Sales Activities Fearures and Comparison	RSoft CRM	Insightly CRM
	Sales Activities
Calls, Tasks, Visits	✔	✔
	ROI Campaign Reports
Tasks Reminders	✔	✔
	Zero Lead Leakage
Email, SMS Alerts on Due	✔	✔
	Chat Bots Integration
Overdue, Tasks Escalation	✔	✔
	Online Portal Integration
Team Task History	✔	✔
	Advanced Lead Configuration
Daily Activities in Email	✔	✔
Mobile Apps Fearures and Comparison	RSoft CRM	Insightly CRM
	Sales Activities
Android & iOS App	✔	✔
	ROI Campaign Reports
GPS Location Tracking on Visits	✔	✔
	ROI Campaign Reports
Photo & Documents Capture	✔	✔
Auto Lead Capture Fearures and Comparison	RSoft CRM	Insightly CRM
	Sales Activities
Website to Leads	✔	✔
	ROI Campaign Reports
Emails to Leads	✔	✔
	ROI Campaign Reports
Adwords LP to Leads	✔	✔
	ROI Campaign Reports
Facebook LP to Leads	✔	✔
	ROI Campaign Reports
Lead Portals Integration	✔	X
Email & SMS Communication Fearures and Comparison	RSoft CRM	Insightly CRM
	Sales Activities
Click to Send Mail	✔	✔
	ROI Campaign Reports
Email Alerts	✔	✔
	Automatic Email/SMS Alerts
Automatic Email/SMS Alerts	✔	✔
	ROI Campaign Reports
HTML Newsletter Templates	✔	✔
	ROI Campaign Reports
SMS Sender ID, Templates	✔	✔
CRM Customization Fearures and Comparison	RSoft CRM	Insightly CRM
	Sales Activities
Basic Field Customization	✔	✔
	ROI Campaign Reports
View Customization	✔	✔
	Automatic Email/SMS Alerts
Rename Forms, Modules	✔	✔
	ROI Campaign Reports
Basic Reports Customization	✔	✔
Sales Quotation	RSoft CRM	Insightly CRM
	Sales Activities
Products, Service Line Items	✔	✔
	ROI Campaign Reports
Product with Rate, UOM	✔	✔
	Automatic Email/SMS Alerts
Tax, Discounts	✔	✔
	ROI Campaign Reports
Click to Send Proposal	✔	✔
	ROI Campaign Reports
Professional PDF Proposals	✔	✔
	ROI Campaign Reports
Terms & Conditions	✔	✔
Territory Management	RSoft CRM	Insightly CRM
	Sales Activities
Location Based Territory Rules	✔	✔
	ROI Campaign Reports
Product Based Territory Rules	✔	✔
	Automatic Email/SMS Alerts
Territory based Data Security	✔	✔