Best Data Management Software for Insightly

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Grow is a full-stack, no-code business intelligence (BI), platform that empowers everyone within your organization to make data-driven decision. Any organization can connect to its data and discover insights by combining ETL, data warehouses, and visualization in one platform. Our unlimited-user license model allows everyone to access the answers they seek without having to wait for an analyst. Everyone can now make great decisions in real time to accelerate their growth. Plus: Unlimited Users - More than 100 Integrations - No SQL required (but still available for use) - BI Consultants Support - Simple ETL Dynamic Dashboards

Zoho Analytics (formerly Zoho Reports) provides powerful, actionable insights for your business. It is a self-service analytics and business intelligence software. Businesses can connect to any source and import data, analyze data through visual reports, dashboards, and securely share and collaborate on reports or dashboards with Zoho Analytics. The platform also integrates with top business apps.

UpLead, a B2B prospecting platform, provides the highest quality B2B contacts & company data. Features include email verification in real time, worldwide contacts in more than 200 countries, 50+ search criteria and technology tracking. They also offer account-based marketing, email pattern intelligence, social profiles links, Salesforce integrations, robust API, and other CRM integrations.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Design and distribute stunning online surveys and forms using Typeform, a flexible tool for data collection tailored for professionals. Typeform enables users to create a variety of forms, including contact forms, quizzes, employee feedback surveys, and suggestion boxes, among others. Its user-friendly and aesthetically pleasing interface allows for easy customization of forms, enabling the collection of necessary information while providing real-time updates on modifications. Additionally, the platform boasts more than 500 integrations and offers straightforward analytics to deliver immediate insights into collected data. This makes Typeform not only effective but also an essential tool for enhancing user engagement.

Creating online forms can be quite challenging, but Wufoo simplifies the process. With our intuitive form designer, you can easily craft contact forms, online surveys, and event invitations to gather the essential data, registrations, and payments you require. Our user-friendly form builder allows for extensive customization and design options tailored to your preferences. You can seamlessly link to our pages, embed forms on your website, or utilize our REST API for integration. As submissions come in, we can notify you via email or text, and you can even establish a real-time report to keep track of responses! Our award-winning form builder provides an exceptional interface, straightforward customization, an array of galleries, templates, and robust reporting features. You can select from over 400 templates, perfectly suited to your needs, and ready for personalization. Additionally, you can create engaging visualizations using your own graphs, charts, and key metrics, while implementing rules to generate dynamic forms that adhere to your specified logic. Within minutes, you can start accepting online payments through a Wufoo-powered form, making the entire process efficient and effective. Experience the ease and versatility that Wufoo brings to online form creation today.

With Google Forms, you can conveniently gather and arrange information of all sizes without any cost. Whether you're organizing a camping adventure, handling event sign-ups, creating a simple survey, collecting newsletter subscriptions, designing a quiz, or much more, this tool has you covered. You have the option to incorporate your own images or logos, allowing Forms to select complementary colors for a personalized touch, or you can opt for one of the many pre-designed themes to set the desired atmosphere. There are various question formats available, including multiple choice, dropdowns, and linear scales, enabling you to customize your inquiries as needed. Enhance your forms further by adding visuals and YouTube content, or by utilizing advanced features like page branching and question skip logic for a more tailored experience. The responsive design ensures that creating, editing, and responding to forms is a seamless and aesthetically pleasing process on any device. All survey responses are automatically organized within Forms, providing real-time insights and visual data representations. For deeper analysis, you can easily transfer your data to Sheets, where you can explore it further. This versatile tool is perfect for anyone looking to streamline information collection and management.

Power BI provides advanced data analysis, leveraging AI features to transform complex datasets into visual insights. It integrates data into a single source, OneLake, reducing duplication and streamlining analysis. The platform enhances decision-making by integrating insights into everyday tools like Microsoft 365 and is bolstered by Microsoft Fabric for data team empowerment. Power BI is scalable, handling extensive data without performance loss, and integrates well with Microsoft's ecosystem for coherent data management. Its AI tools are user-friendly and contribute to efficient and accurate insights, supported by strong data governance measures. The Copilot function in Power BI enables quick and efficient report creation. Power BI Pro licenses individuals for self-service analytics, while the free account offers data connection and visualization capabilities. The platform ensures ease of use and accessibility, backed by comprehensive training. It has shown a notable return on investment and economic benefits, as reported in a Forrester study. Gartner's Magic Quadrant recognizes Power BI for its ability to execute and completeness of vision.

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.

Cyfe, a business intelligence platform, helps businesses of all sizes with KPI Monitoring, search engine optimization and scheduling, social media marketing and custom reports, data export & archivement, and other services.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

As a leader in enterprise mobile forms software, FastField empowers organizations with all the tools necessary to quickly collect accurate and meaningful data from a mobile workforce. We offer a simple and intuitive website and mobile app that are accessible across iOS and Android. FastField is flexible and dynamic, capable of complete customization and full automation of your form collection workflow. Our focus is business intelligence, transforming your forms into meaningful data that helps you make informed decisions for your business. • Simple / Intuitive UI for Mobile and Web • Extreme Flexibility For Any User / Use Cases • Highly Customizable Forms Workflow • Robust Offline/Online Data Capture Support • Fully Integrated Data Analytics Platform With Automated Custom Alerts • Full Multi-Media Capture Support With Annotation and Comment Capabilities • Enterprise Level Integration Support: Cloud Storage or Private Data Delivery • Application Branding (White Label Solutions)

FullContact is a real-time, privacy-safe Identity Resolution company building trust between people and brands. We deliver the capabilities needed to create tailored customer experiences, improve ad targeting and measurement as well as improve identity verification and fraud solutions by unifying data and applying insights in the moments that matter. FullContact provides the data + intelligence you need in your platforms to accurately identify people and optimize experiences—while putting privacy and security first.

Lead411 provides company intelligence and accurate contact data with direct dials and email addresses. It also offers a sales cadence tool that automates your email/sms outreach.

COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.

Klipfolio PowerMetrics is the first & only analytics tool you need. It easily brings together all of the metrics you and your team need to make faster, more confident decisions. Bring all of your business metrics together in one place PowerMetrics eliminates manual reporting by automating every step of your analytics. - Connect and automate updates for all of your data, no coding or technical expertise required - Uncover, explore, and communicate insight with your entire team Use metrics, dashboards, and PDF reports and stay in-the-know and in control of your business and the KPIs and metrics that matter most. Get it now. FREE.

StarfishETL is a Cloud iPaaS solution, which gives it the unique ability to connect virtually any kind of solution to any other kind of solution as long as both of those applications have an API. This gives StarfishETL customers ultimate control over their data projects, with the ability to build more unique and scalable data connections.

With so many CRM platforms to choose from and many new options coming out every day, the likelihood of you needing to migrate your data from one CRM to another is very high. Do you want to entrust your customer data to just anyone? MigrateMyCRM by SyncMatters is the leading platform for effortless CRM data migration. Designed to support over 25 different CRM systems, MigrateMyCRM ensures a smooth and efficient migration process without the need for technical skills or additional software. Businesses can migrate data with zero downtime, maintaining productivity and continuity. With features like automapping, data filtering, custom object creation, and field usage tracking, MigrateMyCRM offers a robust solution for both one-time and repeated migrations. Trusted by CRM partners and agencies, MigrateMyCRM is the go-to choice for reliable and seamless CRM data migration.

Transform your clients into success narratives with integrated intelligence that includes advanced analytics, intuitive dashboards, and beyond. Bold BI is meticulously crafted as an embedded platform, ensuring that there are no trade-offs or shortcuts in its functionality. Traditional requirements, such as the need to consolidate all your data into a specific data store or cube, can complicate your application unnecessarily in today’s environment. Some solutions necessitate the creation of intricate systems for data integration while also ensuring that the embedded BI data store remains aligned with your data sources. However, with Bold BI, you can seamlessly connect to a multitude of data sources as well as any data warehouse that suits your needs. Choose single-tenant mode for a shared data model or opt for multi-tenant mode to keep a unified source for dashboards while distributing them across various tenants. Bold BI is built to handle both conventional and unique situations effortlessly. You can embed Bold BI directly within your application code through its robust JavaScript APIs, making it a versatile choice for developers. This flexibility ensures that whatever your data requirements may be, Bold BI is equipped to meet them effectively.

Scoop is the best thing that has happened to data since spreadsheets. Instantly unlock all your business data. Scoop allows you to combine and analyze data anywhere for better decisions. You can forget about all the resources and tools you need to get answers from your data. Scoop lets you do everything from data collection, spreadsheet analysis and visual data stories in one platform. Data from your business applications can be automatically collected and blended together. Scoop allows any application to push data, without requiring pre-built connectors and custom APIs. Create master datasets for analytics, visualizations and more, using your spreadsheets. Scoop automatically updates your data. From scooping up data from applications to prepping data in spreadsheets, to analyzing and presenting visual data stories. No data team or technical setup is required. Blend data from multiple sources to create beautiful data stories using live, shareable data.

Style Intelligence from InetSoft is a complete business intelligence platform that empowers companies with the ability to analyze, monitor, report and collaborate on business and operational data coming from different sources in real-time. Its top features include a data mashup Data Block architecture and professional atomic block modeling tool. There is also a database write-back option. Style Intelligence is robust and easy-to-use. It offers granular security, multitenancy support, multiple integrations, and is fully scalable.

Workato is the operating platform for today's fast-moving businesses. It is the only AI-based middleware platform that allows both IT and business to integrate their apps and automate complex business workflows. Our mission is to help companies automate and integrate their apps and business processes at least 10x faster than traditional tools, and at a tenth the cost of traditional tools. Integration is a mission critical, neutral technology that can be used in heterogeneous IT environments. We are the only technology vendor that is supported by all three of the leading SaaS vendors: Salesforce. Workday. And ServiceNow. We are trusted by the world's most recognizable brands and the fastest-growing innovators. Customers consider us to be one of the best companies to do business.

ClicData is the first cloud-based 100% cloud-based Business Intelligence software and data management software. Our data warehouse makes it easy to combine, transform, and merge data from any source. You can create interactive dashboards that are self-updated and shareable with your manager, team, or customers in multiple ways. Email delivery schedule, export, or dynamic dashboards via LiveLinks. ClicData automates everything, including data connection, data refresh, management, and scheduling routines.

Unify all your data sources, encompassing both relational and NoSQL databases, SaaS applications, and APIs, allowing you to query them as if they were a single data entity instantly. Process data at its source without delay, enabling you to query, cache, and merge information from various origins seamlessly. Utilize webhooks to bring in real-time streaming data from platforms like Kafka and Segment into the Peaka BI Table, moving away from the traditional nightly batch ingestion in favor of immediate data accessibility. Approach every data source as though it were a relational database, transforming any API into a table that can be integrated and joined with your other datasets. Employ familiar SQL syntax to execute queries in NoSQL environments, allowing you to access data from both SQL and NoSQL databases using the same skill set. Consolidate your data to query and refine it into new sets, which you can then expose through APIs to support other applications and systems. Streamline your data stack setup without becoming overwhelmed by scripts and logs, and remove the complexities associated with building, managing, and maintaining ETL pipelines. This approach not only enhances efficiency but also empowers teams to focus on deriving insights rather than being bogged down by technical hurdles.