When it comes to choosing a CRM system for your business, there are many factors to consider. Do you want something that is cloud-based or on-premise? Do you want something that is customizable or out-of-the-box? Do you want something that is easy to use or that has a lot of features?

Two of the most popular CRM systems on the market today are Insightly and Workbooks. Both of these CRMs are cloud-based and offer a great deal of customization. However, there are some key differences between the two that you should be aware of before making a decision.

Insightly

Insightly is a CRM system that is designed for small businesses. It is easy to use and offers a wide range of features, making it a great choice for businesses that are just getting started with CRM. One of the key features of Insightly is its integration with Google Apps. This allows users to access their Insightly data from within Gmail, Calendar, and Drive.

Insightly also offers a mobile app, which is available for both iOS and Android devices. The app allows users to access their Insightly data on the go. Insightly offers a free plan for up to 2 users, as well as paid plans starting at $12 per user per month.

Pros:

• Integrates with Google Apps
• Offers a mobile app
• Easy to use

Cons:

• Limited customization options
• No built-in reporting

Workbooks

Workbooks is a CRM system that is designed for small and medium businesses. It offers a wide range of features, including sales force automation, marketing automation, and customer service. Workbooks also offers a mobile app, which is available for both iOS and Android devices.

One of the key features of Workbooks is its integration with Microsoft Office. This allows users to access their Workbooks data from within Word, Excel, and Outlook. Workbooks offers a free trial, as well as paid plans starting at $30 per user per month.

Pros:

• Integrates with Microsoft Office
• Offers a mobile app
• Wide range of features

Cons:

• No free plan
• Limited customization options

Insightly vs Workbooks: Which is Right for You?

The right CRM system for your business will depend on your specific needs and requirements. If you are looking for a CRM system that is easy to use and offers a wide range of features, Insightly may be a good choice for you. If you are looking for a CRM system that offers more customization and integration options, Workbooks may be a better choice for you.

Ultimately, the best way to decide which CRM system is right for you is to take them both for a test drive. Sign up for a free trial of Insightly and Workbooks and see which one works better for your business.