Reports are difficult to customize

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Insightly helps you track your leads’ journey from prospects to customers. You can see what stage each lead is in, and Insightly can automate parts of this process, such as sending initial response emails to leads.

Insightly's Best Features
Project management features allow you to organize tasks, track project progress, assign roles, and seamlessly integrate project-related communication.
Automated workflows, email responses and task assignments
Web-based lead capture automatically creates leads in your CRM system from form submissions on your website
Customizable sales pipelines allow you to define the phases of your sales process and track progress toward closing deals.
Reporting and dashboard features help you analyze sales, performance, productivity, and other metrics
Insightly Limits

Complicated setup and only offers a free trial version
Insightly Pricing
Plus: $29/month per user
Professional: $49/month per user
Enterprise: $99/month per user
*All prices listed refer to the annual billing model

Insightly Ratings and Reviews
G2 **4.2/5 (over 800 reviews)
Capterra : 4.0/5 (600+ reviews)
8. Workbooks


/%img/ Workbooks Workbooks offers CRM solutions for sales, marketing, customer austria consumer email address service, and finance teams. This means that in addition to traditional CRM features, it also has some exotic ones, such as a ticketing system and multi-currency support.

If you choose Workbooks to manage your sales process, start by using its contact management feature to get to know your customers: profile them, understand their needs, and tailor your approach. Then, track your sales activities and manage opportunities to effectively advance your deals.