Page 3 - Top Insightly Alternatives

Bloom

bloom.io

Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes, contracts, invoices, digital payments, communication, scheduling, and even the client portal. Bloom is the complete suite of business tools for modern creatives, freelancers, and small businesses.

Simplero

simplero.com

Simplero helps coaches and knowledge creators build a business and life they love by simplifying their software stack down to one fun & easy-to-use platform so they can develop meaningful relationships with their customers. From creating courses, building websites, and sending emails- to selling products, managing affiliate programs, and automations. With Simplero, you can run your online business all in one place, not all over the place. Simplero empowers leaders to build communities that change the world. - Amazing Support - Build Websites and Landing pages - Affiliate management - Email marketing and automations - Payments and subscriptions - Courses and communities - Customer insights

Sendcloud

sendcloud.com

Sendcloud enables more than 23,000 e-commerce businesses to save time, effort and money on their most crucial process: shipping. Connect to your favourite carriers and efficiently ship worldwide. Exceed customer expectations with branded tracking mails, tracking pages, and a fully self-service return portal. Get your store ready for international growth with the scalable Sendcloud shipping platform.

OneSignal

onesignal.com

OneSignal is the market-leading customer messaging and engagement solution, offering email, mobile and web push notifications, in-app messaging, and SMS. Its powerful omnichannel platform enables over 1 million businesses to deliver more than 12 billion messages daily. Powered by superior architecture, OneSignal is designed to scale with your business and deliver messages more quickly and reliably than the competition. By providing an open API, extensive documentation, free accounts, and intuitive automation, personalization, and analytics tools, it helps businesses of all sizes provide a seamless messaging experience to create meaningful customer connections.

Groove

groovehq.com

Groove – where they are committed to reshaping customer service for the better. They believe in the transformative power of good software, designed to tackle the challenges of inefficient support operations head-on. Groove is crafted to be the antidote to bad customer service, empowering small businesses with intuitive workflows, streamlined communication, and a suite of features aimed at delivering exceptional experiences. Say farewell to clunky interfaces and inefficient processes – with Groove, users will discover a platform that prioritizes simplicity and effectiveness. Their mission is clear: to provide businesses with the tools they need to thrive in a customer-centric world.

Accelo

accelo.com

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

SALESmanago

salesmanago.com

SALESmanago is a Customer Engagement Platform for impact-hungry eCommerce marketing teams who want to be lean yet powerful, trusted revenue growth partners for CEOs. Our AI-driven solutions have already been adopted by 2000+ mid-size businesses in 50 countries, as well as many well-known global brands such as Vodafone, Lacoste, New Balance and Victoria’s Secret. SALESmanago delivers on its promise of maximizing revenue growth and improving eCommerce KPIs by leveraging three principles: (1) Customer Intimacy to create authentic customer relationships based on Zero and First Party Data; (2) Precision Execution to provide superior Omnichannel customer experience thanks to Hyperpersonalization; and (3) Growth Intelligence merging human and AI-based guidance enabling pragmatic and faster decision making for maximum impact. More information: www.salesmanago.com

Drip

drip.com

Drip is a marketing automation platform that helps growing ecommerce brands drive repeat purchases and brand loyalty. Drip equips 30.000+ ecommerce marketers with powerful tools to understand and market to their customers. You will turn all your customer data into dynamic segments in Drip, and engage customers with one-off and automated marketing campaigns. Use Drip’s automations, emails, and onsite messages to keep customers coming back for more purchases. Save costs by having beautifully-designed emails and advanced popups in one platform. Try Drip for 14 days and see why your favorite ecommerce brands are switching to Drip.

Salesflare

salesflare.com

Try Salesflare, the #1 simple CRM for small businesses selling B2B. Integrate with Google & Outlook. Be fully mobile. Automate your CRM from existing data.

Sprinklr

sprinklr.com

Sprinklr Service is a cloud-native unified customer service platform powered by AI that enables seamless customer & agent experience across 30+ digital, social and voice channels, and delivers real-time actionable & scalable insights – eliminating the need for any other point solution. * Enables customers to interact with your brand on their preferred channel for consistent brand experience leading to customer delight. * Empowers agents with unified/360 customer view and recommends the most relevant responses with the power of AI to improve agent productivity and experience. * Provides meaningful and actionable insights to supervisors to drive growth and operational excellence * Helps leaders uncover opportunities for growth, transformation and innovation through real-time contact center insights scalable across the enterprise.

Less Annoying CRM

lessannoyingcrm.com

Thousands of small businesses use Less Annoying CRM to manage contacts, track leads, and stay on top of follow-ups. Free customer service makes setup easy.

Agile CRM

agilecrm.com

Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB's can now: * Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor * Convert website visitors directly to leads in the CRM - Nurture, track and score leads automatically based on web or email activity * Enable multi channel communication with the ability to call or email or tweet to a contact from the same page * Monitor customer behavior and get real time alerts for customer activity * Manage helpdesk tickets with all of the customers history in one place * Have a detailed record of all of the customer's details and communication history in one page, sorted chronologically * See customer data from various other business apps on one page using extensive integrations

Salesloft

salesloft.com

SalesLoft is the #1 sales engagement platform, helping B2B sellers get to "yes" quicker. We integrate with today’s top CRMs, turning your data into dollars.

Planfix

planfix.com

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company. The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit. Experienced users will find features in Planfix that aren’t available in other services and systems. These features include extensive customization, advanced automation of complex business processes, and flexible project building. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Snov.io

snov.io

Snov.io is everything you need to grow your business! With its award-winning tools for lead generation, email verification, automated email outreach, email warm-up, and customer management, you can automate and accelerate your sales at scale.

TeamSupport

teamsupport.com

TeamSupport is a comprehensive software solution that manages the entire post-sale customer experience, resulting in revenue growth, reduced churn and higher customer satisfaction. TeamSupport’s suite of proactive customer service software allows you to prioritize your customers by truly knowing who they are, effectively supporting them, and growing with them. TeamSupport's system helps make happier customers - which leads to more revenue for your business. TeamSupport's customer service software includes: - Support: Award-winning ticket management system - Messaging & Live Chat: Real-time digital conversations - Success: Improve customer relationships for success - Insights: Customer data & analytics

Vtiger

vtiger.com

Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provides you a 360-degree view of all your customer information in one place and helps you optimize your sales, support, and marketing touch-points with real-time actions and conversational Insights. Vtiger CRM helps teams create delightful experiences across the entire customer lifecycle - AI-powered CRM and robust automation tools help sales teams to focus on the right deals and deliver growth. With Vtiger, get a unified CRM to break silos and get marketing, sales, and support on the same page with a single source of truth. Deliver exceptional customer experience and support by engaging with your customers across multiple channels. Manage your work on the go with our mobile applications for both Android and iOS.

LeadDesk

leaddesk.com

LeadDesk is a cloud-based contact center software for high volume sales and customer-service. Customers range from SMB to large Enterprise customers. Other major customer industries include; media, security services, energy, telecommunication, financial services, market research, and fundraising. Our intelligent tools allow you to maximize call-efficiency and help you sell more. LeadDesk can be used stand-alone or integrated with CRM systems. Our customers boost agent productivity with highly efficient call handling, seamless VoIP/GSM/PBX connectivity, integrated contacts lists, contacts data management, and advanced monitoring and reporting. LeadDesk is cloud-based and highly scalable. Sales organizations choose LeadDesk because they close more, have no downtime, no start-up costs, and lower OPEX.

Customer.io

customer.io

Customer.io is a customer engagement platform designed for marketing teams to create data-driven campaigns that reach people across all messaging channels at the right time. Their suite of products includes Journeys, a messaging automation tool for all engagement needs, and Data Pipelines, a customer data platform that connects the entire tech stack. Customer.io offers a winning recipe for effective customer engagement by combining real-time data and personalized messages. Built for scale, Customer.io is used by over 5,500 companies, sending over 29 billion messages per year. Founded in 2012, Customer.io is a globally distributed, remote-first company named one of the fastest-growing private companies on the 2022 Inc. 5000 list.

Kylas

kylas.io

Kylas Sales CRM helps growing businesses streamline sales efforts. It is intuitive & has a full stack of features. Try free for 15 days!

Canopy

canopytax.com

Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.

Clari

clari.com

Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align buyers and sellers, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Hundreds of thousands of revenue professionals at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra use Clari to make their revenue process more connected, efficient, and predictable. Visit us at clari.com and follow us @clari on LinkedIn.

Zendesk Sell

zendesk.com

Hitting your revenue target while delivering a great customer experience is hard. Zendesk Sell makes it easy. Zendesk Sell is a modern sales CRM to help you accelerate revenue that’s quick to set up, intuitive, and easy to love. Featuring productivity tools, advanced analytics, and a full customer view from sales to service, Sell provides everything your sales team needs in one, centralized tool. Zendesk Sell is a part of Zendesk's portfolio of products designed to create better customer experiences. Zendesk serves more than 160,000 customers across a multitude of industries in over 30 languages. Zendesk is headquartered in San Francisco, and operates offices worldwide.

Thryv

thryv.com

Thryv is an all-in-one small business management software that helps you streamline your business so you can get back to the things you love. Small business owners communicate better, solve more business challenges and get more organized with Thryv. Partner with Thryv to surpass your customers’ expectations and fortify your online presence, all from a single login. Thryv includes our best-in-class support, available anytime, 24/7, with experts who understand the goals and unique needs of small business owners. Thryv handles: * Customer communications * Estimates, invoicing and payments * Appointment scheduling * Reputation management * Social media management and more! Thryv automates tasks and puts customers at the center of your business, with one easy-to-use software, making it easy to reach more customers, stay organized, get paid faster and automatically generate reviews. Thryv makes it easy for customers to: * Find you online through ratings and reviews, social presence and accurate search results. * Interact easily and instantly, receive reminders, send texts and emails and schedule appointments. * Pay you effortlessly, receive receipts instantly, know it’s safe and secure and choose how to pay. * Stay engaged with automated messages that ask them back, stay in touch and request reviews. Thryv’s award-winning software is helping over 45,000 businesses across the US, Canada and Australia transform how they do business and manage their customers.

HelpCrunch

helpcrunch.com

HelpCrunch is an all-in-one customer communication platform for support, marketing, and sales. It combines a set of tools to help you grow your business: 👉 Multichannel live chat 👉 Chatbots 👉 Shared inbox 👉 Knowledge base 👉 Email marketing 👉 Popups 👉 CRM

Contlo

contlo.com

Contlo is a leading generative AI marketing platform to drive autonomous customer engagements via omnichannel campaigns, real-time generative customer journeys, AI-powered segmentation for one-to-one hyper-personalization, and actionable insights about your customer behavior. Built for the AI-first world - Contlo enables modern businesses to leverage AI to orchestrate their end-to-end marketing. The platform helps brands increase customer lifetime value, boost customer engagements, and deliver a hyper-personalized experience to retain their most valuable customers. Contlo is trusted by 1000s of fast-growing businesses to boost their sales by engaging loyal customers and making faster data-driven decisions throughout their customer lifecycle. Enabling them to measure and optimize individual customer experiences with the help of: * Autonomous personalized campaigns for every customer touchpoint: Effortlessly engage your customers with AI-powered autonomous campaigns across all major marketing channels like Email, SMS, WhatsApp, Web Push, Mobile Push, Facebook & Instagram. * Real-time generative customer journeys powered by LLMs: Goodbye templatized automation flows! Let AI build the most optimal customer engagement workflows & customer journeys based on their recent interactions to maximize your ROI. * Generate Customer Segments for One-to-One Personalization using AI: Orchestrate highly personalized and targeted customer interactions based on behavioral data, demographics & recent actions on the website. * LLM generated insights, analytics & autonomous reporting: Get granular visibility of your customer behavior, campaign performance, and overall business intelligence along with AI-generated insights, recommendations, and autonomous reporting. * Autonomous customer engagement, LLM powered chatbots & a unified conversation inbox: Deliver a seamless brand experience to your customers via chat across Facebook/Instagram/WhatsApp and make phone calls directly from a single dashboard. Contlo seamlessly integrates with 200+ platforms to help brands build a powerful autonomous marketing tech stack around their business.

Omnisend

omnisend.com

Omnisend is an email & SMS marketing platform with a suite of features made specifically to help ecommerce stores grow their online businesses faster. One-click integration with major ecommerce platforms, pre-made automation & email templates, and award-winning 24/7/365 live customer support make it easy for brands of any size to sell more—all without the exaggerated cost. Join more than 100,000 ecommerce brands that use Omnisend to grow their businesses on autopilot, converting their customers with quick-to-build, highly-relevant emails & texts. - Send newsletters and targeted campaigns Create beautiful, shoppable emails in minutes using our drag & drop email builder and a variety of ready-made email templates. Add coupon codes, automatically pick & insert products and automatically resend campaigns to the non-openers - all without any tedious manual work! - Drive sales on autopilot with ecommerce automations Win (back) lost sales with pre-built workflows for cart abandonment, welcome series, transactional emails and more. Get pre-built, revenue-generating automations running in minutes or easily build your custom workflows using our no-code, drag & drop Automations Editor. - Improve your targeting with robust segmentation Segment your customers based on their shopping behavior as well as other properties to improve conversions with well-targeted, personalized emails and texts. Create segments for high-value customers, for specific category/product shoppers or those that need to be reengaged and personalize your messaging. - Combine email with SMS and more channels Add SMS and push notifications right next to your emails using the same platform and provide a consistent, omnichannel customer experience. Save time and costs - there’s no need to pay for separate email, SMS, and push apps anymore! - Build your email & SMS lists Collect new subscribers using our mobile-friendly, fully customizable forms. Choose from popups, signup boxes, landing pages, or a wheel of fortune to seamlessly collect email and/or SMS opt-ins. Capture your visitors with exit-intent forms and improve popup engagement using form targeting options, all available within Omnisend. - 24/7 Support We give you stellar support and helpful advice anytime you need it. We’re available 24/7. Start using Omnisend for free, upgrade anytime! Omnisend invites Freelancers and Agencies to join the Omnisend partner program. This program is created to help Freelancers and Agencies accelerate their growth, win more clients and receive industry leading revenue share for referred and managed accounts. Check the link and join the program: https://www.omnisend.com/partners/

Refrens

refrens.com

Refrens ABC is the simplest way to capture, manage, track, and convert leads in one place. 1. Capture leads automatically with lead capture & website contact forms 2. Manage leads across multiples sales pipelines 3. Assign right leads to right sales executives & track their activity 4. Communicate with leads over email & WhatsApp 5. Get sales person-wise detailed reporting & future revenue potential 6. Send Quotations, Invoices, Sales Orders in a few clicks 7. And more things to simplify your sales workflow...

Floww.ai

floww.ai

Floww.ai is an GenAI powered software suite enabling High Velocity sales for B2C & B2B2C businesses. Floww.ai’s integrated sales platform offers Sales Execution CRM, NoCode Instant Analytics, Marketing & Workflow Automations integrated with modern communication stack. Floww.ai's advanced Generative AI tools, Sales Co-Pliot and Analytics Co-Pliot, are enabling efficient & high quality sales approaches enabled with instant analytics and indepth-insights. Majority of the CRMs are built primarily for B2B use cases and fail to accommodate effectively for B2C and B2B2C businesses. The high velocity and volume of modern B2C sales, necessitates an integrated sales platform enabling agile sales management for swiftly adapting to dynamic market environments.

SaleSmartly

salesmartly.com

Omni-channel Customer Communication Platform, integrating Live Chat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, WeChat. All the features to help you provide faster and better support: * Centralize all your multi-channel messages in one place - Seamlessly engage in sales, marketing, or service through Live Chat, Messenger, WhatsApp, Telegram, Instagram, Line, Email, WeChat, and more, ensuring a unified customer experience. * Complete customer support in seconds, not hours - Reduce response times and increase efficiency by eliminating repetitive tasks with our built-in automation. Work smarter, not harder, so you can focus on growing your business. * Shared chat allows teams to collaborate efficiently with discipline and planning - Consolidate all messaging channels into one backend and collaborate efficiently across teams with automated chat distribution and internal session distribution. * Efficiently and conveniently segment, track and analyze your customers in one place - Create contact databases, access complete contact activity history, browsing history and synchronize your data with your information system. * Keeping track of key indicators and trends - Multi-dimensional visual metrics clearly show connections between query types, channels, customers, products, sales, and more. Make data easy to measure and share to help you develop business plans. * Speak the client's language, even if it's not your native language - Our real-time translations enable you to communicate confidently with your clients and tap into international markets.