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Insightly vs Infusionsoft CRM

Posted by Wes Schaeffer | April 28

Here we go: Insightly vs Infusionsoft.

This is really an inaccurate question / comparison. A more accurate comparison would be "Insightly vs Zoho," who is the most direct competitor.

However, people ask about Insightly vs Infusionsoft so here we go.

People that switch to Insightly are "just looking for a simple, easy CRM platform that you can get up and running in a day," according to the Insightly sales person I spoke to today, and I agree.

It's a solid CRM with a nice GUI / User interface, stable, US-based support—Insightly is headquartered in San Francisco and all support is there—and some nice integrations such as:

  • QuickBooks
  • Zapier
  • MailChimp
  • iOS and Android

Their pricing starts at FREE, but even their mid-tier package is just $35 per user per month on a monthly basis, or you can pre-pay and bring that down to just $29 per user per month.

It is lacking in the area of email marketing as well as marketing and workflow automation—which are features that Infusionsoft does quite nicely—and I cannot over-emphasize the need to implement processes and automation into every aspect of your business.

That being said, if you are just starting out and you need a great CRM that is built around and for small businesses, Insightly is worth your time and consideration.

Below is a quick video I did from my own free account that I just created along with some screenshots from the demo I received from Insightly today. I hope this helps you make an informed CRM / email marketing / marketing automation buying decision.

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 Contacts & Tags

Watch This CRM Selection Video

If you need more help growing your sales, check out the following resources scattered around this site and a few others I operate, such as:

Now go sell something.

Topics: Zapier, Infusionsoft Consultant, Insightly vs Infusionsoft, CRM, Marketing Automation, MailChimp, Small Business CRM, Inbound Marketing

Written by Wes Schaeffer

The Reassuringly Expensive, Ruthlessly Pragmatic pig-headed entrepreneur dedicated to discovering proven, transferable, effective tools for creating inbound sales so he can help you automate, integrate, and dominate your niche.

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