Average Ratings 3 Ratings
Average Ratings 26 Ratings
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
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
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
Pricing Details
$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 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