Tech Peak » Sales Management Software Review – Insightly, and Keap

Sales Management Software Review – Insightly, and Keap

by ufakhorizon
Sales Management Software Review

Sales Management Software Review 

If you’re a sales professional looking for a CRM that can streamline your sales process, you’ll want to consider one of the many different options available. While we’ve reviewed Keep and Insightly in this article, there are other options available as well. Regardless of what your company needs, these three software packages will allow you to keep track of your leads and close more deals Sales Management Software Review.


Insightly Sales Management Software can be used by sales teams to keep track of pipeline data. Users can manually add new opportunities to the database. They enter the details of a deal – open and close dates, product or service information, revenue, pipeline stage, and tasks associated with the opportunity. Opportunities can also be associated with team members. Once created, Insightly will display the pipeline status and provide an overview of the pipeline Sales Management Software Review .

Insightly offers a free trial version of its CRM. However, this is limited to two users. Insightly also offers paid plans, including the Ultimate, Professional, and Admin. The premium plan costs $1,500 and includes admin training. The other two plans add advanced feature workshops and additional team training.

Comes with Workflow Automation Tool

Insightly’s CRM also comes with workflow automation tools. This is especially useful for larger sales teams. For example, it allows users to create custom rules to send reminders to themselves and their leads. This eliminates the need for manual interaction. It also provides automation for tasks such as lead assignment, email scheduling, and lead routing.

Another feature of Insightly that can help companies improve their sales is its ability to interlink data from other sources. You can enter data into Insightly, and it will automatically display it when needed. This feature helps users work from any view they prefer. The software also has a number of pre-built dashboards. You can also customize them by adding new ones.

As a cloud-based solution, Insightly takes extra measures to protect your data. In addition to 256-bit AES military-grade encryption, it uses industry-standard authentication. It is also GDPR-compliant and abides by the Privacy Shield and US and EU privacy laws. Its flexible pricing structure allows small businesses to begin using the software without breaking the bank. It also allows organizations to scale up as they grow. If you have a growing sales team and are considering upgrading your sales management software, Insightly CRM is an excellent choice.

Track Sales Performance

Another great feature of Insightly CRM is its ability to track sales performance. It has customizable pipelines and Kanban views, so you can easily keep track of your sales pipeline. It also allows you to assign tasks to individual team members and track their progress. And you can use its drag-and-drop report editor to create custom reports. It also offers a number of features for tracking your communications and email marketing.

Insightly also offers advanced lead and contact management. You can embed the software into a website form, or integrate it with an Insightly app to capture new leads. It also allows you to link social media information to leads. It also has an easy-to-use interface that allows you to navigate through the software with ease.

Insightly also integrates with Gmail and allows you to add contacts directly from your inbox. This way, your sales team won’t have to spend time searching for the contact details of each visitor. Moreover, Insightly also lets you manage prospects with a customizable pipeline system. Prospects can be associated with a budget, estimated closing date, company, and contact details.

Insightly is a leading CRM software for businesses of all sizes. It has over 1.5 million users worldwide and has been recognized as the #1 CRM for Microsoft Office 365 and G-Suite. It helps companies deliver projects and grow revenue faster. It was even named the Gartner Peer Insights Customers’ Choice in Sales Force Automation. You can check it’s feedback via customer feedback from any feedback website.


Keep sales management software easy to use and offers a variety of features that can help you manage your business. Its automated system helps you send out messages to prospects, clients, and forms at the right time. In addition, you can segment your customer lists to send out targeted emails to different groups. Besides that, Keep offers a number of pre-made templates for different types of messages.

You can get started using the free version of Keep to manage your contacts. The free version lets you import a maximum of 10 items and contact lists. You can also create a landing page and use drag-and-drop tools to build your sales pipeline. The software also has a built-in Kanban system and offers professional paid support.

Keep is designed with the needs of online businesses in mind. It has built-in e-commerce features, such as checkout cart features that improve conversion rates. It also supports recurring payments and has features for tracking promo codes. Keep integrating with popular e-commerce platforms like Shopify.

It Includes Templates

Keep also includes templates for building customized quotes. This is helpful for B2B businesses and helps you quickly set up your quotes. The app also offers a feature that automatically scores leads for a more efficient sales process. Additionally, it allows you to schedule appointments with leads using a dynamic calendar.

The sales pipeline features of Keep are easy to use and allow you to track leads and manage them from beginning to end. You can automate most of the sales process, including creating custom price quotes, sharing them with colleagues, and converting them to orders. Keep also provides tools for managing the sales pipeline and automating internal sales processes.

Unlike some of the other sales management software available on the market, Cheap offers a free trial. This allows you to test the software before purchasing. After the trial period,  There are also a number of payment options available through Keep.

Keep is a marketing and sales management software that combines e-commerce, marketing automation, and customer relationship management. The software integrates with more than 2,500 different software programs. This makes it a great choice for small and medium-sized businesses that need a comprehensive marketing automation solution.

Cloud Based Sales and Marketing Automation

 It has three highly customizable plans and allows for integration with other software. It can also help you track and automate tasks, emails, and notifications. In addition, Keep provides analytics for your list growth, email marketing performance, and revenue trends.

Keep offers a free 14-day trial. . It also includes a comprehensive contact management system that stores all your contacts Sales Management Software Review. 

With the free trial, you can track your sales by day, week, and month. Detailed reporting and analytics provide valuable insights, and the platform integrates with payment and accurate invoice systems. Moreover, the software offers expert coaching, which can help you make better decisions about your business. Despite the cost, this software is easy to use.

Sales management software is designed to help companies to combine their sales procedures and tasks, starting with leads and quotes and moving to conversions, along with reports and quality evaluation. This product can collect vital sales info in a short amount of time and you don’t have to spend hours doing work.


You may also like

Leave a Comment