Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 26 Ratings

Total
ease
features
design
support

Description

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Description

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Mailchimp Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
Zoho CRM Yes 
Aritic Swarm Yes 
Debitoor Yes 
Ema Yes 
ExactVisitor Yes 
GPTBots.ai Yes 
Infinite Connect Yes 
ReturnPro Yes 
Shopify Yes 
Sign In Scheduling Yes 
Stackreaction Yes 
Vervemail Yes 
Zoho Flow Yes 

Integrations

Gmail Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Mailchimp Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
Zoho CRM Yes 
Aritic Swarm No 
Debitoor No 
Ema No 
ExactVisitor No 
GPTBots.ai No 
Infinite Connect No 
ReturnPro No 
Shopify No 
Sign In Scheduling No 
Stackreaction No 
Vervemail No 
Zoho Flow No 

Pricing Details

$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

Call for pricing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Insightly

Founded

2010

Country

United States

Website

www.insightly.com

Vendor Details

Company Name

Repfabric

Founded

2013

Country

United States

Website

repfabric.com

Product Features

Business Management

Billing & Invoicing No 
CRM Yes 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management Yes 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications Yes 
Patient Management Yes 
Physician Management No 
Predictive Analytics Yes 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting No 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Product Features

Commission

Affiliate Management No 
Agency Commission Yes 
Commission Calculations Yes 
Commission Scheduling No 
Commission Tracking Yes 
Compliance Management No 
Flat Commissions Yes 
Incentive Programs Yes 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions No 
Split Commissions No 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting No 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling No 
Time Management No 

Contact Management

Activity Management Yes 
Appointment Management No 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management Yes 
Collaboration Tools Yes 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management Yes 
Online Payments No 
Order Management Yes 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture No 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Mileage Tracking

Business / Personal Travel Yes 
Cost Analysis No 
Employee Reimbursement Yes 
Expense Reports Yes 
GPS Tracking No 
Manager Workflow No 
Mileage Logging Yes 
Reporting Yes 

Performance Management

360 Degree Feedback No 
Compensation Management No 
Custom Rating Scales No 
Customizable Templates No 
Individual Development Plans No 
On-going Performance Tracking No 
Peer Appraisals No 
Review Cycle Tracking No 
Self Service Portal No 
Self-Appraisals No 
Skills Assessments No 
Weighted Performance Measures No 

Plumbing

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Sales Acceleration

CPQ Yes 
Campaign Management Yes 
Dialer Yes 
Email Sequencing No 
Email Templates Yes 
Email Tracking Yes 
List Building Yes 
Meeting Scheduler No 
Predictive Analytics Yes 
Reporting Yes 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Analytics

Collaboration Tools Yes 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment Yes 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration Yes 
Lead Scoring No 
List Building No 
Performance Management Yes 
Pipeline Management Yes 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management No 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring No 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

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