Infusionsoft alternative or Keap AlterNative

Keap (previously Infusionsoft) is a private firm that provides a small business email sales and marketing platform, comprising customer management, marketing, customer relationship management, and e-commerce tools. Its headquarters are in Chandler, Arizona. In early 2013, the company secured $54 billion in venture money from Goldman Sachs. The company has received about $125 million in capital in all.
Infusionsoft 2.0, in a nutshell, is all about advertising high-ticket offers in a particular way. You’ll employ high-ticket deals to “infuse” your promos. As a result, instead of marketing exclusively low-cost tickets, you will also advertise high-cost tickets. This is accomplished through the use of emails.

 

This offering is presented to you by Mark Barrett & James Fawcett, who are well-known for their high-quality online marketing training and coaching.

 

Who created Infusionsoft or Keap? 

 

Mark Barrett, in particular, has built a reputation for generating high-quality digital products that have gotten excellent feedback from both users and specialists all over the world. As a result, it’s no surprise that he’s become a WarriorPlus top 5% affiliate & dealer.

 

He’s released a slew of marketing goods, including The Breakout Code 2.0, Phoenix 2.0, Simplicitee, Exitus, Profit Mayhem, and more. EndGame, Profit-Tearz, Rebillz 2.0,

 

Mark’s product sales history is as follows:

 

Infusionsoft history –

 

This time, he’s teamed up with James Fawcett to offer you Infusion 2.0, and I’m confident that this product will work wonders for you! Now scroll down to see what’s on the other side of the door!

 

Companies are becoming more aware of the impact of outbound marketing activities with audiences as the cloud platform has become increasingly digitised. Gone are the days of hoping for the best when putting up a billboard or publishing an ad, and preserving individual client information in a filing system.

 

Customers gained through digital means can now have all of their information saved digitally on a relationship management ( CRM Platform ) system, as the customer experience has changed.

 

InfusionSoft is one of the most well-known CRMs for small businesses, but it isn’t perfect for everyone, just like any other digital tool for an online company.

 

What’s Wrong with Infusionsoft’s Platform?

 

There might be a LOT, depending as to who you talk to. Here are the primary complaints I’ve noticed and received from others (or why I started exploring alternatives to Infusionsoft).

 

Purchasing Infusionsoft is like purchasing a car. While the initial monthly charge has been reduced to $199 (due to tremendous demand), the pricing can rise to $399 with 10,000 contacts or over. Furthermore (and related to point #2), the majority of users will need to pay a consultant to get Infusionsoft up and running. Otherwise, you can hire Infusionsoft to help you, but you’ll have to pay a one-time price ranging from $499 to $1,999 on top of the monthly fee. Simply put, there are so many good options for an email marketing solution to justify such price points.

 

• Technical Difficulty: In the age of graphical builders and straightforward workflow automations, Infusionsoft’s marketing automation software still feels a little Web 1.0. There’s no denying the power under the hood, but unless you’re a marketing mechanic, expect to invest a significant amount of time (learning curve), energy, and money just to get started.

 

• Data isn’t easily accessible: Any business understands that data is a goldmine. You might as well have been flying blind without it. While the Infusionsoft marketing automation platform has the ability to collect a lot of data, there aren’t many visually appealing methods to present it by default. If you want some helpful data analytics, you’ll have to hire the technician once again.

 

So, what are the greatest alternatives to InfusionSoft?

 

I always compare ActiveCampaign to GetResponse since they both have a “light CRM” feel to them, in the sense that they’re both email marketing solutions that can also be used as a CRM. It’s especially true in the case of ActiveCampaign’s second tier.

 

The cheapest ActiveCampaign plan is $9, however it limits the amount of subscribers you may contact to only 500. Further than that, pricing is determined by the tier you choose in relation to the quantity of individuals you want to contact. As prices rise, especially through all the tiers, I’m not persuaded that the price difference is significant. 

The second tier adds a slew of tools for personalising your communications, including the ability to remove ActiveCampaign’s logo. It also allows you to automate your digital communications task. Although there is some marketing technology for advertising campaigns at the lower tier, the second tier focuses more on tools for the sales and marketing teams, as well as extracting money from your audience. 

If you’re absolutely new to the realm of digital marketing & CRMs, I won’t claim that ActiveCampaign is the most user-friendly. Something about it feels a little unwelcoming, as if some previous knowledge or expertise would be good. If you upgrade to ActiveCampaign’s top tier, you’ll get a SLA, an account rep, access to design services, & phone support. 

Furthermore, ActiveCampaign connects with virtually everything, including the other CRMs. If you require more integrations than Infusionsoft offers, this is an excellent choice. If you reach that point, you’re probably no longer classified as a small firm, and you should consider a more robust solution like Crm System (customer relationship management) or something similar.

 

• Hubspot

 

HubSpot is one of the most well-known names in the field of digital email marketing these days. It’s understandable; they’re responsible for a lot of amazing stuff. Their accreditation is well worth having a look, its blog is a great place to go for the latest research on digital channels & marketing funnel methods, and they have their own CRM that serves as the heart of their automation tool. 

 

HubSpot, on the other hand, strikes me as a little shady. They’re amazing at informing you how free and always will be their CRM software. However, and I cannot emphasise this point enough, you get what you pay for. So, if you want HubSpot to start turning into income for your organisation, you’ll have to put some money into it. It’s not a horrible strategy. 

 

When you first start out, you’ll use the free version, and as your business expands, Hubspot will provide you with the services you need to effectively manage your contacts. To me, that makes logic. In terms of email, the free version integrates with Gmail & Outlook accounts, so if you use either, any of your sales connections will be at your fingertips. It’s likely that you’re still a small firm if you’re contacting a consumer in just such a personal way. 

 

HubSpot’s social media tool, which allows you to design and post social posts to advertise blog posts or a landing page (using the hubspot builder) as part of the campaign builder, is another worth highlighting. This social network connection makes it simple to publish material across multiple platforms. Especially during e-mail marketing efforts to ensure that the message is consistent across all platforms. 

 

For those who want to focus on sales management (sales team / sales rep team) or email marketing, HubSpot offers a variety of packages as an Infusionsoft alternative. E-mail marketing (email builder) is included in the marketing plan, but you must pay for the Basic package, that starts at $200 for 100 contacts. As you add more consumers to your contact list, the price will rise.

 

You have several options when it comes to choosing the perfect automation solutions to manage the marketing, sales, & service — and each one has its own set of benefits and drawbacks.

 

The HubSpot CRM, sales process, marketing, and customer care platform is one such well-known name in this field, and as you might have guessed from the title, this post will go over the benefits and drawbacks of HubSpot.

 

Before choosing HubSpot for sales automation, marketing automation, or any other service, it’s critical to weigh the benefits and drawbacks. Let’s get a little more into this.

 

Why to choose HubSpot –

 

Here’s everything that you need to understand about HubSpot just to make sure we’re all on the same page.

It’s a one-stop shop for everything related to marketing, sales, & customer service. It features free sales CRM software, social media management, marketing automation software, email marketing, and customer care capabilities for your sales teams. It’s simple to use, so you can even utilise it as a content management system (CMS) for content creation or website development.

Doesn’t that sound incredible?

Yes, the marketing, HubSpot CRM, and sales platform does have a lot of advantages. It does, in reality, have a number of advantages and disadvantages.

 

So, before you buy a HubSpot membership, think about the advantages and disadvantages, as well as some of the disadvantages. The HubSpot Marketing and Promotional Platform has eight flaws.

 

1. It Becomes Expensive — Rapidly

 

Hubspot is not cheap. Let’s get this out of the way first, because it’s frequently a deal-breaker. At first appearance, HubSpot’s services appear to be reasonable. In reality, you receive the CRM and a few other tools for free. The monthly fee for the Starter package is just $50. However, if you’re a tiny firm or otherwise have a limited budget, the good news stops there. HubSpot’s free edition has relatively limited functionality, so you’ll only be able to use it for the most basic tasks. Furthermore, when your company grows, the prices you’ll have to pay will rise, and they’ll rise quickly. 

 

For example, their $50 Starter package offers only 1,000 contacts. If you need more than 1,000 contacts, you’ll need to upgrade to the Professional plan, which costs $800 per month and allows you to add 1,000 more contacts to your database.

 

If you need more, you’ll have to pay $3,200 per month for their Enterprise plan. Even so, you’ll only get a maximum of 10,000 contacts.

 

Price plans for hubspot marketing –

 

As the quantity of contacts on your list grows (which it will as your business grows), you’ll have to pay more. It might appear reasonable if it weren’t for the substantial increase in the total price every moment you upgrade.

It might not be the finest practical or cost-effective solution for your company. In fact, it’s possible that it won’t be possible at all. While HubSpot is comprehensive and amazing, it can be costly and time consuming.

 

2. Their contracts are rigid 

 

While we’re on the subject of flexibility, there’s one more that many companies dislike. You’re tied in for the duration of the contract, whether it’s six or twelve months.

 

Contracts with Hubspot

 

There are no refunds or cancellations for early departures. It doesn’t matter if you don’t use all of your contacts or discover you don’t like a particular tool.

You’ll be invoiced until you’ve paid off the total contract amount (even if it’s on a monthly basis). While this may be OK for companies whose strategies and procedures are well-suited to HubSpot’s capabilities, it isn’t realistic for companies that are still in the testing phase.

 

If you intend to pursue the system and find that it isn’t a good fit for the company, you’ll have to pay for it until your HubSpot CRM contract expires. Contracts are being phased out of many (if not all) platforms. It’s because no one wants to be under that kind of stress.

 

While we won’t deny that HubSpot is a fantastic product, you should be absolutely convinced that you adore it before investing so much money.

 

3. It’s Difficult to Use as a One-Stop Shop

 

Running everything through HubSpot’s platform is the suggested course of action if you want to get the most out of it. This involves creating your website using their own content management system (CMS).

 

If you’ve already developed your website with another CMS, such as WordPress, and are happy with it (as many businesses are), you may imagine the additional labour this would take.

 

HubSpot’s CRM, sales, marketing automation, and service tool is supposed to be an all-in-one solution, and it does a fantastic job in that regard. However, so this is critical, many firms cannot operate solely on one platform.

 

If you only want to use a few of HubSpot’s features, you’re probably better off looking for something else. Simply said, this isn’t the most effective approach to use HubSpot. In addition, you won’t receive as much “bang for your buck.” There are less expensive options available.

 

HubSpot’s lack of flexibility may be a concern for you if the business requires customisation. It’s a tool that’s overwhelmingly “all or nothing.”

 

4. It’s Difficult to Change the Templates –

 

Without CSS understanding, modifying HubSpot email templates might be difficult. If you don’t always have availability to someone with such a skill set, this will be another hurdle to overcome.

 

There’s plenty of additional options for creating or altering email templates that are more user-friendly. It will save you time & expense while also putting you in control. That’s exactly what we want from a platform, particularly when we’re paying for it.

 

5. There isn’t enough A/B testing on lower-tier packages.

 

Split testing, often known as A/B testing, is a good technique to figure out which strategy is ideal for enhancing performance. It occurs when two different versions of anything are compared to see which one generates better outcomes for your company. Split examines two Facebook advertisements with different graphics or two landing pages having different headlines, for example.

 

However, if you want to use this functionality, you’ll have to upgrade to HubSpot’s Professional subscription, which costs $800 per month.

 

This cannot be overstated. If you wish to (a) get the most out of tools you’re paying for, plus (b) be successful with the digital marketing strategy and general online presence, you need to test these variables.

 

6. Reporting Capacity

 

Some of HubSpot’s reporting isn’t as wide or extensive as some of its competitors’ at the moment. One example is the lack of categorized traffic analytics, which would allow you to see what percentage of different types of visitors are visiting your pages. Additionally, it is currently unable to provide information on how mobile people explore your page. This is a critical point. The majority of individuals nowadays use smartphones to access the internet. You’re missing out on a great opportunity if you can’t examine and evaluate this audience.

 

Your closest buddy will be these statistics and insights. They’re an absolute must-have. If you’re not able to get them via HubSpot CRM, you’re missing a big piece of the jigsaw.

 

7. You must pay for extra technical assistance –

 

Certain HubSpot functionalities may be simple to implement and use. However, if your business requires ongoing technical assistance, you will have to pay for it. When technical assistance is required, HubSpot CRM charges a fee.

 

8. There are a plethora of HubSpot sales and marketing features that are available at a lower cost –

 

So much of this discussion is going to be about money. As we stated in the outset, you have a plethora of choices. The bad news for HubSpot CRM, sales, and marketing automation tools is as follows. There are less expensive alternatives that essentially achieve the same job. Let’s face it: we’re all budget-conscious. Why shouldn’t we be? It is not cheap to run a business, and every dollar counts. You understandably would like to know that the money is being well spent.

 

But there’s a catch. Some HubSpot features offer free or less expensive counterparts that are functionally and qualitatively equivalent. Some organisations prefer these alternative options to HubSpot CRM since it allows them to select and choose from a variety of platforms.

 

It’s far more difficult to “pick and choose” HubSpot because it’s best used as an all-in-one platform, as we said before. It’s not in their best interests to put it that way. To be fair, the answer will vary depending on the type of business you run. Consider your requirements, objectives, and pain areas.

 

If we stated there was a one-size-fits-all answer, we would be lying. No, there isn’t anything like that. Every instrument on the market comes with its own set of advantages and disadvantages.

 

Yes, HubSpot CRM would be something to explore if you require a solution to assist you manage it all from start to finish. Many of us, though, are not in this position. If you’re aware of HubSpot CRM’s shortcomings and therefore are looking for a solution, EngageBay can help.

 

9. More Budget-Friendly Pricing

 

Recurring payments are accepted. Make an annual payment to save money. It is entirely up to you to make this decision. In any case, all of our features are available for less than $50 a month.

 

This is only for the all-in-one package. Individual marketing hubs, CRM tools, and service tools with live chat are all available options. Our strategy is to be as flexible as possible, so choose what works best for you.

 

9. Acquire the Split-Testing Options You Require

 

A/B analysis for your mail broadcasts & landing pages will be available as part of the Growth package. Find the right process for your brand so that your money can work hard for you. We’re here to help you enhance your plan as well as provide you with access to our platform.

 

10. Build an Email List with Your Own Time

 

You may start growing & nurturing your mailing list even if you only use the free marketing automation plan. Email marketing is essential because it provides a return on investment that no other sort of marketing can match.

 

We understand that paying for HubSpot CRM when you’re just getting started isn’t an option for a small business or someone who is new to the game. Start for free with EngageBay.

 

11. You are the one who makes all of the decisions – end of storey.

 

You’ll never be tied down to anything when you use EngageBay. You have the ability to upgrade, downgrade, or delete your plan at any time. We do not charge a fee for cancellations. You will not be billed again when the current billing cycle is over.

 

Furthermore, you have the option of paying for “extras” as needed. If you use up your email quota, for example, you can add more swiftly and effortlessly. We provide customizations that the other platforms don’t, so we’ll work with you to suit your requirements.

 

We understand that you have many options to examine, each with its own set of advantages and disadvantages, and that narrowing down your selections can be difficult.

As a result, we’d like to invite you to test EngageBay for free as a great and easy-to-use HubSpot CRM alternative. Take action as soon as possible.

 

Ontraport

 

Ontraport is a marketing automation system that was founded in 2006 and debuted two years later in 2008. It has grown steadily for over 11 years. Ontraport bills itself as a “all-in-one” platform that gathers “all your data” and “all your tools” in one location. As a result, it’s essentially a business suite with a variety of data-driven tools for automating campaigns.

 

You can quickly design and send an email to your leads and customers using Ontraport’s email marketing services (lead generation and lead magnet). Ontraport’s drag-and-drop page builder makes it simple to create emails, or you may use one of their free optimised templates. Ontraport then allows you to classify your contacts into categories, campaigns, and a variety of other factors as your email list grows.

 

There’s more. It turns out that arranging your tags into categories can help you arrange them. This could be useful in campaigns with several tags that are dynamically complex. The Basic plan is $79 per month for 1000 connections, the Plus plan is $147 per month for 2,500 contacts, the Pro plan is $297 for 10,000 contacts, and the Enterprise plan is $497 for 20,000 contacts.

 

Pros

 

• Ontraport’s pricing is unquestionably one of their most appealing features. They’re priced quite competitively at $297 per month, with no setup fees and two hours of complimentary onboarding calls.

 

• What’s crucial to remember about Ontraport is that you get full access to all of their capabilities, as well as the capacity to store and send 100,000 emails. While some alternative solutions may have a lower entry pricing, you’ll most likely pay 5-10 times as much for the same number of contacts and functionality with Ontraport. 
• They’re scalable, so you won’t have to switch systems later when your company grows. A 90-day risk-free promise, as well as month-to-month or discounted annual price options following the 90-day risk-free guarantee period, is nearly unheard of these days.

• Amazing neighbourhood – During most business hours, Ontraport’s award-winning customer service is available by phone, chat, or email. They’re clearly dedicated to their customers’ success, with a 97 percent satisfaction score and all of their salespeople working from one single location for seamless support and development communication.
• They redundancy-enhanced all of their servers, invested in a content delivery network to assure the highest international speeds, and are always looking for ways to improve the performance and responsiveness of their app. 
• They also offer a vibrant user community on Facebook, as well as a free education site for Ontraport clients, a quarterly bootcamp and certified consultant course, and an annual company building event in Santa Barbara, California.

 

Ontraport is the automated engine behind your marketing efforts, linking your emails, landing pages, ecommerce, and more with your CRM so you can hyper-target your leads and turn them into customers.

 

Your data is strewn about when you have separate systems managing all of these functions, and making sensible, data-driven decisions about your business is difficult. Ontraport unifies your marketing activities into a single, centralised system, allowing you to contact support and see your business data from a single location.

 

Custom objects — Only enterprise systems like SalesForce, Marketo, and Eloqua give the option to create custom objects, which Ontraport does not. You can link many databases together using custom objects. distinctive to your business

 

• Upsells, cross-sells, cart abandonment, and credit card expiration notice automation are just a few of Ontraport’s remarkable e commerce capabilities.

 

Cons

 

• While you may construct almost any metric you want, the reporting dashboard lacks graphs and charts, making it less visually appealing.

 

Pipedrive

 

Its name comes from the sales pipeline model, which immediately identifies it as a sales tool rather than a marketing one. This model underpins the entire process it seeks to assist you with. Furthermore, Pipedrive, like InfusionSoft, prioritises custom work from small and medium-sized enterprises, which I believe is reflected in their price. They have three tiers, the lowest of which starts at $10 per user per month if you pay annually – each tier charges a little more for monthly payments + the amount of users, as is customary. Their most expensive tier is $63 per month, and I’m not sure I see the value in what they have to offer at that price point. Pipedrive feels light in comparison to some of the other CRMs on this list, which I assume is due to its user-friendly UI. Because most small and medium firms do not have full-time IT help, this method will be very advantageous to them. It reminds me of GetResponse in this regard. In terms of email marketing, the lowest tier will provide some monitoring information, allowing you to track a customer’s or user’s journey and how they interact with your message. The midrange tier allows you to send marketing emails directly from Pipedrive, while the top tier offers several email design options. One of the few services that gets better as you move up the levels is email capacity. The great bulk of features are the same in every package.

 

 SalesForce vs. PipeDrive

 

If you’re looking for a CRM system for your company, Pipedrive and Salesforce are almost certainly going to pop up in your search. They are both full-featured, cutting-edge CRM platforms that are second to none. Let’s look for some of the most prevalent aspects that these tools have in common.

 

Businesses must adapt in today’s world of rapid digital innovation in order to best satisfy their clients and compete in the marketplace. Businesses of all sizes might benefit immensely from employing a CRM supplier to help them manage their sales, following up with leads, give customer service, run reports, and a variety of other company processes. A good CRM provider can assist companies in improving all elements of their operations.

 

There are a variety of CRM providers on the market, and organisations are frequently left with a slew of questions, including:

 

• What are all of the qualities that my company necessitates?
• How would the software function if I need to expand my business?
• Are there any less expensive options?
• Is it too difficult to use?
• What is the status of the support and training?

 

These are common concerns raised by various types of business owners that are looking for the best CRM supplier for their needs. 

 

COMMON FEATURES OF PIPEDRIVE AND SALESFORCE –

 

If you’re looking for a CRM system for your company, Pipedrive and Salesforce are almost certainly going to pop up in your search. They are both full-featured, cutting-edge CRM platforms that are second to none. Let’s look at the more prevalent aspects that these tools have in common.

 

• Contact Management – Each of these programs allow you to manage your calls, emails, and contact history correctly so you can keep track of your daily calendar in an organised manner.

 

• Lead Management – Both platforms enable you to take the full lead and deal flow by allowing you to build custom sales pipelines and automate your processes with custom webforms & chatbots.

 

• Customized Reporting – Report is a critical component in determining the success and failure of your company. Pipedrive & SalesForce both allow you to create custom reports that provide the most relevant KPIs for your company.

 

• Features for Sales Automation – Your CRM can handle some duties in your business operations completely. Through automation, PipeDrive and SalesForce can help you minimise time-consuming day-to-day tasks.

 

• Email Integration – These platforms allow you to connect to practically any email provider on the market, allowing you to handle all of your subscribers and customers in a seamless manner.

 

These are just a few of the most prevalent features that PipeDrive and SalesForce have in common. However, as a company seeking for the best CRM supplier, these qualities are clearly insufficient to make a judgement.

 

Let’s take a closer look at each tool to see whether one would be a good fit for your company’s operational and financial needs.

 

GetResponse

 

GetResponse is mostly an email marketing platform, but I’ve included it since I always think it wishes it could be a CRM. It appears that the developers built a CRM, then reduced it down to focus on the email campaigns skills that CRMs are known for. That is not a criticism; they have been on the road since 1998 and are well-versed in the situation. GetResponse offers 18% off if people pay for 12 months and 30% off if customers pay for 24 months on any of their packages. There are four categories, the cheapest of which is $15 per month. You’ll be able to contact up to 1,000 clients as a result of this. It doesn’t have the same level of freedom as Agile, and I still think $15 is a good price. The integration of a webinar capability in GetResponse is the most intriguing feature. I can see some advantages, but it’s not a common CRM software feature. I’m not going to go into detail about it right now. So, if you’re searching for a lightweight CRM, a CRM/email marketing mix, or anything similar, GetResponse can help you with segmentation, automation, & tracking. The amount of analysis isn’t as deep as some of the other CRMs, email marketing tools, and automation tools, which is a minor point of discontent for me. I believe it could be better, but not everyone is interested in using analytical data to figure out what to tell their consumers next.

 

Agile

 

Agile stands out as a direct competitor to InfusionSoft. They have a page on their website dedicated to illustrating why the Hubspot Alternative Picks are superior. Let’s be honest: you should take all that with a pinch of salt. This webpage was created by Agile, and it is evident that it will not point up the ways in which InfusionSoft is superior. However, if InfusionSoft hasn’t totally inspired you, Agile might be a good place to start if Agile appears to be doing some of the things InfusionSoft didn’t. The pricing differential is the major factor that will draw users to Agile. They have five tiers, the least of which is completely free – a clear win for anyone just getting started with CRMs. I’m quite satisfied with what they have to offer in the free tier. It appears to be quite user-friendly, especially in terms of email marketing features.

 

It has enough email connectivity so that recipient behaviors can be tracked in the CRM for future marketing campaigns. Agile’s second tier, which costs $8.99 per month – still a steal – gives you a little aid with the email design by allowing you to use a drag-and-drop function. I think they’ve got that backwards a little bit. I always believe that drag-and-drop is simple to use if you’re new to marketing email design, but as your business grows and you upgrade your SaaS packages, you’ll want to tweak your designs beyond drag-and-capabilities. drop’s

 

Salesforce

 

Salesforce would also most likely be the CRM to govern them all if there was one. If you’ve done any prior research, you’re probably familiar with the story. One of the reasons Salesforce has such a well-known brand is that it caters its products to a wide range of customers, from large corporations to nonprofits to small and medium businesses. Salesforce offers three alternatives for small businesses: sales, service, & marketing. Each has its own set of capabilities, and prices vary widely between packages, so it’s crucial to sit down and figure out what you’ll be using your CRM software for. For small firms, they provide a basic sales bundle that starts at $4.99 per month. If you want to get serious about email marketing, you should consider their second division, which starts at $75 per month. It may appear to be a significant leap, but if you examine the tiers side – by – side, you’ll notice a significant increase in the number of services available. Unlike HubSpot, where email automation appears to be a separate service, Salesforce provides a lot of bang for your $75 in regards of automation tools. Salesforce Automation Platforms is a system that aids in the enhancement and automation of a company’s sales process. The marketing package is another option for email that you might wish to investigate. To be honest, I’m not convinced 100 percent of the time. It appears to be solely focused on automation everything, and monthly subscriptions start at $1,000. I enjoy automation, and I also like to be able to see what’s going on at all times. They do, however, provide some excellent connectors with other programmes.

 

Insightly

 

Insightly appears to be a CRM with a lot of ambition. It claims to be able to do everything, regardless of the size or type of your company. To be honest, it’s a first view that I’m not sure if I should interpret as hubris or confidence. Let’s not linger on it and instead focus on what they do. They have four layers, the first of which is free. There’s a reoccurring motif here, in my opinion. I believe that of all the services we’ve looked at it with a free plan, this one has the fewest features. You can keep up to 2,500 customer data and send up to ten marketing emails every day. That should suffice to get your started and give you a sense of the mechanisms involved in using a CRM. Obviously, as you progress and begin to give them money, you will receive additional items. Segmentation, automation, customisation, and data analysis appear to be at the heart of Insightly’s commercial services. All key features are included in the second tier, which costs $29 per month if paid annually and $35 if paid monthly. So, how do Insightly’s email marketing capabilities stack up? Well, I think it’s very impressive. It’s most likely the best aspect of their free tier. From the start, you’ll have access to bespoke templates as well as monitoring. You can remove Insightly’s branding from your beautiful & engaging emails if you upgrade to the second tier. You’ll be able to connect it to MailChimp as well. This is a wise move for MailChimp users, as it is one of the most popular email solutions available. 

 

Zoho CRM (Zoho Customer Relationship Management)

 

It doesn’t say so, but based on the pricing plans for Zoho CRM, it appears to be aimed at small and medium-sized businesses. There are four tiers, with the lowest costing only $12 per month if paid annually. At that amount, you get what appears to be the industry standard for an entry-level CRM package, namely, some great features, but not nearly as cool than it would be if you gave them more money. To be fair, that entry-level package is rather impressive when compared to others on this list. In the digital marketing agency, you can have up to 100,000 client records. Any small firm with that many client or prospect contacts would be ecstatic, in my opinion. However, as you advance to the next layer, the amount of recordings you can save is limitless. You can receive bulk emails from the CRM’s entry level tier, but after you upgrade to the next tier, you can combine it with the other email clients like MailChimp. They also integrate with a variety of other services, such as WordPress, Google Apps, and Evernote.