In business, the customer is always right. This adage is especially true in the world of sales, where the customer's needs and wants must be carefully considered in order to make a sale. In order to be successful, salespeople need to have access to customer information so that they can provide the best possible service. This is where customer relationship management (CRM) software comes in. CRM software gives salespeople the ability to track customer interactions, store customer data, and automate sales tasks. There are many different CRM software solutions on the market, and two of the most popular are Insightly and Salesboom. In this article, we'll take a detailed look at Insightly and Salesboom to see how they compare in terms of features, functionality, and price.

Insightly

Insightly is a CRM software solution that was founded in 2009. The company is headquartered in San Francisco, California, and has a team of over 200 employees. Insightly has a wide range of features, including contact management, opportunity management, project management, workflow automation, and custom fields. The software also offers a number of integrations, including with Gmail, Outlook, Office 365, and Dropbox. Insightly offers a free plan for up to two users, as well as paid plans that start at $29 per month per user. There is also a 14-day free trial available.

Features

Insightly's features are designed to help sales teams manage their customers and close more deals. The software's contact management features allow users to store contact information, track interactions, and create custom fields. The opportunity management features give users the ability to track opportunities, sales pipeline stages, and forecast sales. The project management features allow users to create and assign tasks, set due dates, and track project progress. The workflow automation features allow users to automate sales tasks, such as sending follow-up emails and scheduling appointments. The custom fields feature allows users to create custom fields to track any information that is not already captured by the other fields in Insightly.

Functionality

Insightly is a cloud-based software, which means that it can be accessed from anywhere with an internet connection. The software is available in a number of languages, including English, Spanish, French, German, and Portuguese. Insightly offers a number of training resources, including video tutorials, webinars, and a knowledge base. The software also offers 24/7 phone and email support.

Pricing

Insightly offers a free plan for up to two users. The paid plans start at $29 per month per user. There is also a 14-day free trial available.

Salesboom

Salesboom is a CRM software solution that was founded in 2002. The company is headquartered in Halifax, Nova Scotia, Canada. Salesboom has a team of over 200 employees. The software offers a number of features, including contact management, opportunity management, workflow automation, and custom fields. Salesboom also offers a number of integrations, including with Gmail, Outlook, Office 365, and Dropbox. The company offers a free trial, but does not disclose pricing information on its website.

Features

Salesboom's features are designed to help sales teams manage their customers and close more deals. The software's contact management features allow users to store contact information, track interactions, and create custom fields. The opportunity management features give users the ability to track opportunities, sales pipeline stages, and forecast sales. The workflow automation features allow users to automate sales tasks, such as sending follow-up emails and scheduling appointments. The custom fields feature allows users to create custom fields to track any information that is not already captured by the other fields in Salesboom.

Functionality

Salesboom is a cloud-based software, which means that it can be accessed from anywhere with an internet connection. The software is available in a number of languages, including English, Spanish, French, German, and Portuguese. Salesboom offers a number of training resources, including video tutorials, webinars, and a knowledge base. The software also offers 24/7 phone and email support.

Pricing

Salesboom does not disclose pricing information on its website. The company offers a free trial.