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Contact and lead management

Posted: Wed Dec 04, 2024 10:02 am
by mdsah512534
Interface of Insightly, a Pipedrive alternative
Insightly is a CRM tailored for small and medium-sized businesses, with three main offerings: Insightly CRM (the core platform), Insightly Marketing, and Insightly Service.

Unlike Brevo and Freshsales, Insightly doesn’t have a price edge over Pipedrive, nor does it offer a fully comprehensive set of tools out of the box. To match Pipedrive’s core features, you’d need to purchase the additional Marketing and Service packages separately.

So, why include Insightly on this list? For starters, Insightly allows you to add marketing capabilities to your suite—something Pipedrive doesn’t offer even through add-ons. It also puts a strong emphasis on process automation and integrations.

But at the end of the day, the choice between these two often boils down to personal preference and whether these added capabilities match your needs.

Key features
Lead management
Workflow automation
Lead scoring and routing
Customizable dashboards
Email tracking and templates
Calendar sync and scheduling
App integrations
Advanced reporting and analytics
Mobile CRM

4.
6. Instantly
Interface of Instantly, a cold email software
Instantly.ai is a cold outreach platform that’s great for Mom Phone Number Data anyone who wants an easy-to-use, straightforward solution to ramp up lead generation and outreach.

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It handles processes critical for successful cold outreach like email warmup and multivariate testing without overwhelming you with extra features. Plus, you can manage unlimited email accounts, which makes scaling up campaigns easier without added costs.

Like Lemlist, Instantly offers a B2B lead database, but it comes in a separate package.


Pros

The platform is a great option for freelancers or those with smaller cold email needs due to its simplicity and generous free plan.

Pros

Users can also opt for Zoho One, a comprehensive bundle of essential business tools from the Zoho suite, and consolidate their tech stack across departments beyond just sales and marketing.

Zoho CRM features
Customizable sales pipelines
Email marketing and automation
Workflow automation
AI-powered sales assistant
Multi-channel communication (email, social media, phone)
Reporting and analytics
Mobile app
Integrations with Zoho suite
Pricing
Zoho CRM offers a free plan for up to three users, including basic lead management and workflow automation.

Paid plans start at $20/user/month, offering more advanced features like mass emails, sales forecasting, and calendar booking.