Insightly and Apptivo are two CRM (customer relationship management) software options on the market. They are both great for small businesses. They are both web-based and have free versions. They both offer a great way to keep track of your customers and your interactions with them. But there are some key differences between the two that you should be aware of before making a decision.

Insightly

Insightly was founded in 2009 and is headquartered in San Francisco, CA. The company has over 250 employees. Insightly has over 1 million users in over 200 countries. The company has raised over $50 million in funding.

Insightly Features

Insightly offers a number of features that are great for small businesses. These features include:

• Contact Management - Keep track of your contacts and their information in one place. Add notes and attachments to contacts.
• Opportunity Management - Track your sales opportunities and pipeline. Set probability and expected close date.
• Project Management - Keep your projects organized and on track. Assign tasks to team members and set deadlines.
• Integrations - Insightly integrates with a number of popular business applications, including Google Apps, Office 365, Dropbox, and QuickBooks Online.
• Reporting - Insightly offers a number of reports that can be generated, including opportunity reports, project reports, and activity reports.

Insightly Pricing

Insightly has a free plan and a paid plan. The free plan includes up to 2 users and 2,500 records. The paid plan starts at $29 per month for up to 5 users and 10,000 records. There is also a Enterprise plan that starts at $49 per month for up to 10 users and 20,000 records.

Apptivo

Apptivo was founded in 2006 and is headquartered in San Mateo, CA. The company has over 200 employees. Apptivo has over 1 million users in over 190 countries. The company has raised over $35 million in funding.

Apptivo Features

Apptivo offers a number of features that are great for small businesses. These features include:

• Contact Management - Keep track of your contacts and their information in one place. Add notes and attachments to contacts.
• Opportunity Management - Track your sales opportunities and pipeline. Set probability and expected close date.
• Project Management - Keep your projects organized and on track. Assign tasks to team members and set deadlines.
• Integrations - Apptivo integrates with a number of popular business applications, including Google Apps, Office 365, Dropbox, and QuickBooks Online.
• Reporting - Apptivo offers a number of reports that can be generated, including opportunity reports, project reports, and activity reports.

Apptivo Pricing

Apptivo has a free plan and a paid plan. The free plan includes up to 3 users and 6,000 records. The paid plan starts at $25 per month for up to 5 users and 15,000 records. There is also a Enterprise plan that starts at $45 per month for up to 10 users and 30,000 records.

Insightly vs Apptivo

Now that you know a little bit about Insightly and Apptivo, let's compare the two CRM software options. Here are some key areas where they differ:

Pricing

Insightly and Apptivo both have free plans that include a limited number of users and records. The paid plans for both start at $25 per month. However, Insightly's paid plan includes more users and records than Apptivo's paid plan. If you need more than 5 users or 15,000 records, then Insightly would be the better option.

Features

Insightly and Apptivo offer similar features. Both include contact management, opportunity management, project management, and integrations with popular business applications. However, Apptivo offers a few additional features, such as invoicing, time tracking, and expense management. So if you need those features, then Apptivo would be the better option.

Conclusion

Insightly and Apptivo are both great CRM software options for small businesses. They both offer a free plan and have paid plans that start at $25 per month. They both include contact management, opportunity management, project management, and integrations with popular business applications. However, Insightly's paid plan includes more users and records, while Apptivo's paid plan includes a few additional features, such as invoicing, time tracking, and expense management.