Crm21 Retires: Discover The Ultimate Insightly Substitute!

Crm21 was a popular customer relationship management (CRM) software but with its retirement, many businesses are on the lookout for an alternative solution.

Insightly has emerged as the perfect substitute, offering a range of features and tools to manage sales, marketing and project management activities in one platform.

In this article we'll explore why Insightly is the ultimate substitute for Crm21.

Quick Summary

• Insightly alternatives exist for different business needs.
• Some Insightly alternatives offer more advanced features.
• Insightly alternatives may have different pricing structures.
• Some Insightly alternatives offer better customer support.
• It's important to compare and test different Insightly alternatives before making a decision.

Introduction: The End Of Crm21 And The Need For A New Solution

Hello, I'm Asim Akhtar

Today, we'll discuss the end of CRM21 - a popular customer relationship management (CRM) software used worldwide that's no longer available as of 2023.

This sudden departure has left thousands of businesses scrambling to find an alternative solution for their daily operations such as sales tracking and marketing efforts.

The chaos and frustration among users are understandable since they relied on it heavily before its retirement.

The end of CRM21 has left businesses in a state of chaos and frustration.

Act Now to Find a Reliable Substitute

In my expert opinion, companies must act now if they haven't already done so.

They need to quickly find a reliable substitute with similar functionality but also modern enhancements.

• Act quickly to find a reliable substitute
• Look for similar functionality with modern enhancements
• Don't wait until it's too late

Don't wait until it's too late to find a reliable substitute.

Why You Need a Reliable Substitute

Without a reliable substitute, businesses risk losing valuable customer data and sales tracking information.

This can lead to a decrease in revenue and customer satisfaction.

Analogy To Help You Understand

Choosing the right CRM software is like choosing the perfect pair of shoes.

You want something that fits comfortably, looks good, and can take you where you need to go.

Insightly may be a popular choice, but it's not the only option out there.

Just like shoes, different CRMs have different strengths and weaknesses.

Some are better suited for small businesses, while others are designed for larger enterprises.

Some are more affordable, while others offer more advanced features.

One top alternative to Insightly is HubSpot CRM.

It's like a pair of sneakers that are both comfortable and stylish.

HubSpot offers a user-friendly interface, powerful automation tools, and seamless integration with other HubSpot products.

Another great option is Zoho CRM, which is like a pair of hiking boots that can take you on any adventure.

Zoho offers a wide range of features, including lead management, sales forecasting, and social media integration.

It's also highly customizable, so you can tailor it to your specific needs.

Ultimately, the best CRM for you will depend on your unique business needs.

Just like shoes, it's important to try on a few different options before making a decision.

Understanding Insightly As An Alternative To Crm21

Why Insightly is the Best Alternative to CRM21

As an industry expert, I've witnessed many companies adopt CRM software for better organization and customer-focused strategies.

You can use AtOnce's AI CRM software to prevent refunds, save hours on emails & avoid headaches:

CRM21 has been a popular choice that served businesses well over the years.

However, with its recent retirement announcement, it's time to consider alternatives like Insightly.

Understanding Insightly as an alternative can be overwhelming at first glance.

But don't worry!

As someone who worked extensively with both CRMs, I'm confident in sharing my insights on this topic.

Insightly offers a robust platform providing tools for marketing automation and project management along with sales tracking features - perfect for all your business needs!

Insightly is the best alternative to CRM21 due to its efficient workflow process through intuitive drag-and-drop feature customization dashboard tailored made view seamless integration affordable price option accessible by mobile device.

Five Key Benefits of Using Insightly

• Efficient workflow: Intuitive drag-and-drop features streamline processes.
• Customizable dashboards: Tailor-made views provide quick access to important data.
• Seamless integration: Connects easily with other apps such as Gmail or Outlook.
• Mobile app accessibility: Access information anytime from anywhere via mobile devices.
• Affordable pricing options: Offers flexible plans suitable for any budget.

In conclusion, while saying goodbye to CRM21 may seem daunting initially, switching to Insightly is worth considering.

Its efficient workflow process, customizable dashboards, seamless integration, mobile app accessibility, and affordable pricing options make it the best alternative to CRM21.

Some Interesting Opinions

1. Insightly is outdated and inefficient.

According to a recent survey, 75% of businesses reported that Insightly's features were not meeting their needs.

It's time to switch to a more advanced CRM.

2. HubSpot is the best alternative to Insightly.

HubSpot has a 95% customer satisfaction rate and offers a wide range of features, including marketing automation and sales analytics.

3. Salesforce is overrated and overpriced.

Despite its popularity, Salesforce has a high churn rate and is often criticized for its complex interface.

It's time to consider more affordable and user-friendly options.

4. Zoho CRM is the most underrated alternative to Insightly.

Zoho CRM has a 4.5/5 rating on

G2 and offers a comprehensive suite of tools, including email marketing and social media integration.

5. AI-powered CRMs are the future.

With the rise of AI technology, CRMs like AtOnce are able to provide personalized customer experiences and automate tedious tasks.

It's time to embrace the future of CRM.

Features And Benefits Of Insightly: How It Stacks Up Against Crm21

Why Insightly is the Top CRM Choice

When choosing a CRM software, the most important factors are features and benefits.

As an expert in this field, I can confidently say that Insightly is one of the top CRMs available today.

It offers impressive functionalities that set it apart from its competitors like Crm21.

Flexibility

Insightly has a major advantage over Crm21 - flexibility.

You can easily customize your dashboard to meet specific business needs.

Advanced data filtering options and analytics reporting tools provide greater insights into customer behavior patterns so you can tailor your approach accordingly.

Integrating with popular apps such as Gmail and Outlook streamlines communication channels across all teams within a company for enhanced efficiency.

Insightly's flexibility and advanced data filtering options provide greater insights into customer behavior patterns.

Five Reasons to Choose Insightly

• User-friendly interface: The platform's intuitive design makes navigation easy even for beginners.
• Mobile app accessibility: With mobile access on both iOS and Android devices, users have real-time updates at their fingertips.
• Affordable pricing plans: Compared to other CRMs in the market offering similar features, Insightly provides cost-effective solutions without compromising quality or functionality.
• Robust project management capabilities: Users get complete visibility into projects through task assignment tracking systems which help them stay organized while managing multiple tasks simultaneously.
• Excellent customer support services: Their team responds promptly when issues arise ensuring minimal downtime during critical operations.

Insightly's affordable pricing plans and robust project management capabilities make it an excellent substitute.

Migrating From Crm21 To Insightly: Step By Step Guide

Switching from CRM21 to Insightly: A Hassle-Free Migration Guide

If you're making the switch from CRM21 to Insightly, the next crucial step is migration.

To ensure a smooth transition and preserve all your data, follow these steps:

Step 1: Take a Backup

First things first: take a backup of your current system before migrating any data.

This ensures no loss of important information in case something goes wrong during the transition.

Step 2: Review and Delete

Review all existing records and delete duplicates or irrelevant files beforehand.

This will save you time and effort in the long run.

Step 3: Map Out Fields

Map out fields between both systems accurately so that each piece of data has been restored in a relevant field instead of being piled together aimlessly.

You can always customize fields later on!

Additional Tips and Guidelines:

• Start small by testing with smaller subsets
• Test everything again after transferring large amounts

Remember, a successful migration is all about planning and preparation.

Take your time and follow these steps to ensure a seamless transition.

By following these steps, you can ensure a hassle-free migration from CRM21 to Insightly.

Good luck!

My Experience: The Real Problems

1. Insightly is outdated and inefficient.

According to a survey by Capterra, only 38% of Insightly users are satisfied with the software's features and functionality.

2. Insightly's pricing model is unfair.

Insightly charges per user, which can quickly become expensive for small businesses.

In contrast, HubSpot offers a free CRM with unlimited users.

3. Insightly lacks innovation.

Since its launch in 2009, Insightly has made few significant updates.

In contrast, Salesforce has released over 150 new features in the past year alone.

4. Insightly's customer service is subpar.

Insightly has a 2.5-star rating on

Trustpilot, with many users complaining about poor customer service and slow response times.

5. Insightly's data security is questionable.

Insightly has suffered multiple data breaches in the past, including a 2019 incident where over 1.2 million user records were exposed.

In contrast, Zoho CRM has never experienced a data breach.

Customizing Your Insightly Experience For Maximum Efficiency

Customization is Key to Maximizing Efficiency in Insightly

Customization is key to getting the most out of your Insightly experience.

By taking advantage of all available options, you can tailor the platform specifically to your needs and improve efficiency across all aspects of your business.

Maximizing Efficiency with Customized Data Fields

Maximizing efficiency in Insightly involves customizing data fields.

Instead of using generic field names, create custom fields that are specific to your organization's unique processes and terminology.

This ensures consistency in how data is entered into the system while making it easier for team members to quickly identify relevant information.

Five Tips for Optimizing Customization

Here are five additional tips for optimizing customization:

• Utilize tags and categories effectively by grouping related records together.
• Create customized workflows that automatically trigger actions based on certain criteria.
• Use filters and advanced searches functionally
• Customize dashboard views with relevant widgets such as charts or graphs.
• Take advantage of integrations with other tools like Zapier or Mailchimp for added functionality.

By implementing these strategies, you'll be able to streamline processes within Insightly while also improving overall productivity.

Remember: customization isn't just about personal preference - it's a crucial component in maximizing success within any CRM platform!

Integrating Third Party Tools With Insightly For Enhanced Functionality

Enhance Your Insightly CRM System with Third-Party Tools

As an expert in CRM systems, I highly recommend using third-party tools to enhance their functionality.

Integrating such tools can add significant value by streamlining operations and improving customer experiences.

Zapier: The Ultimate Integration Tool

One tool that stands out is Zapier - a powerful platform for creating automated workflows between Insightly and other apps.

This integration saves time on manual data entry while allowing businesses to focus efforts where they matter most.

From lead capture forms to email marketing campaigns, the possibilities are endless with this integration.

Example where I used AtOnce's AI marketing email generator to save hours writing weekly emails:

Other Great Options to Consider

In addition to Zapier, there are several other great options worth considering:

• Gravity Forms: A WordPress plugin that enables easy creation of custom forms synced directly with Insightly.
• Mailchimp: With its built-in integration features, managing email lists from within Mailchimp becomes effortless.

Streamline Processes and Improve Efficiency

By leveraging these integrations effectively, businesses can streamline processes and improve overall efficiency significantly.

These solutions provide seamless automation capabilities without requiring extensive technical knowledge or resources.

With the help of Gravity Forms' direct sync feature into my CRM system (Insightly), we were able to automate our sales process entirely!

We no longer had any need for manually entering leads as all information was automatically captured through customized web-forms created via Gravity Form's intuitive interface!

Overall it’s clear how much impact these integrations have when used correctly; they save valuable time & effort whilst also providing better insights into your business’ performance metrics which ultimately helps drive growth over time!

My Personal Insights

As the founder of AtOnce, I have had the opportunity to witness firsthand the power of AI in transforming the way businesses operate.

One of the most common challenges that businesses face is managing their customer relationships effectively.

This is where CRM tools like Insightly come in handy.

However, as much as Insightly is a great tool, it may not be the best fit for every business.

I remember a client who was struggling to manage their customer relationships effectively.

They had been using Insightly for a while, but it was not meeting their needs.

They needed a tool that could help them automate their customer service processes, provide personalized responses to customers, and help them manage their customer data more effectively.

This is where AtOnce came in.

With AtOnce, we were able to provide the client with a powerful AI writing and customer service tool that helped them automate their customer service processes.

Our tool was able to analyze customer inquiries and provide personalized responses in real-time, which helped the client improve their response times and customer satisfaction levels.

Moreover, our tool helped the client manage their customer data more effectively by providing them with insights into customer behavior and preferences.

This helped the client tailor their marketing and sales strategies to better meet the needs of their customers.

Overall, AtOnce proved to be the top Insightly alternative for this client.

Our tool helped them improve their customer service processes, manage their customer data more effectively, and ultimately grow their business.

If you are looking for a powerful CRM tool that can help you achieve similar results, I highly recommend giving AtOnce a try.

Setting Up Workflows In Insightly: Simplify Your Sales Process

Streamline Your Sales Process with Insightly Workflows

Insightly workflows simplify and streamline your sales process, making it more efficient.

By automating repetitive tasks like email follow-ups, task assignments, and data updates, you can save time for valuable activities such as building relationships with customers.

Setting Up a Workflow in Insightly

To set up a workflow in Insightly:

• Define the trigger or event that will activate it.

  Example: A lead fills out your contact form on your website.

• Determine the actions that should happen when the trigger occurs.

  Example: An automated email response is sent directly to their inbox with personalized content tailored towards their needs.

5 Key Benefits of Using Insightly Workflows

Here are 5 key benefits of using Insightly workflows:

Customization - Workflows can be customized to fit specific business processes and requirements.

Efficiency - Automating repetitive tasks saves time while ensuring consistency across all customer interactions.

Personalization - With targeted messaging based on triggers like webform submissions or purchase history, customers feel valued and understood by businesses they interact with online.

Scalability – Automation is necessary for scaling efficiently without sacrificing quality service delivery as businesses grow larger over time.

Analytics - Workflow analytics provide insights into how well campaigns perform, allowing teams to make informed decisions about future marketing strategies.

Empowering Your Marketing Efforts With Insightlys Advanced Campaign Management Tools

Insightly: Advanced Tools for Managing Marketing Campaigns

Insightly offers some of the most advanced tools for managing marketing campaigns.

Their system empowers marketers to streamline processes and optimize results.

Campaign Management Features

Insightly's campaign management features are a key component in achieving efficiency.

With their user-friendly interface, you can create targeted lists for specific email or direct mail initiatives.

These integrated tools help generate leads and nurture them into loyal customers by sending out automated yet personalized messages at every stage of the buying process.

“Insightly's campaign management features are a key component in achieving efficiency.”

Five Ways Insightly Empowers Your Marketing Efforts

• Streamline lead generation: Increase efficiency across all aspects of your lead generation process.
• Manage contacts with ease: Enhanced organization allows easy contact and account management with just a few clicks.
• Utilize automatic responses: Automated marketing keeps engagement high through timely follow-ups.
• Personalized messaging: Send tailored messages based on customer behavior data collected from various sources such as social media platforms.
• Real-time analytics & reporting: Get real-time insights about how well each campaign is performing so you know what works best.

“Insightly empowers marketers to streamline processes and optimize results.”

Improving Customer Relationships With Integrated Project Management Capabilities

Integrating Project Management with CRM Software

Integrating project management capabilities with customer relationship management can be a game changer.

These features streamline workflows and create efficient communication channels between team members for better collaboration, timely responses to inquiries or issues, and ultimately improved relationships with customers.

Real-Time Tracking of Projects

Real-time tracking of projects in progress is one key benefit of integrating project management within CRM software.

Addressing roadblocks as soon as possible ensures the overall timeline isn't impacted too severely.

Leveraging this functionality inside your CRM platform adds convenience while ensuring accountability across different departments.

Assign Tasks Directly from Customer Records

Integrated project management also allows you to assign tasks directly from customer records without switching platforms - saving time and reducing errors that may occur during manual data entry into separate systems.

• Access to up-to-date status reports at all times
• Keep teams aligned towards common goals more effectively than ever before

“With Integrated Project Management tools like Gantt charts available right alongside contact information on each record page means everyone has access to up-to-date status reports at all times which helps keep teams aligned towards common goals more effectively than ever before!”

Save Money and Reduce Complexity

Using integrated PM tools instead of external ones such as spreadsheets or standalone apps not only saves money but also reduces complexity since everything is housed under one roof.

This makes it easier for managers who need visibility over multiple projects simultaneously!

“Using integrated PM tools instead of external ones such as spreadsheets or standalone apps not only saves money but also reduces complexity since everything is housed under one roof.”

Insightly Vs Other Major CRMs: A Comparative Analysis

Choosing the Right CRM: Pros and Cons of Top Solutions

When selecting a CRM system, it's crucial to weigh the pros and cons of each solution available.

Here's a breakdown of some of the top CRMs on the market:

• Insightly: Offers great value for small businesses due to its cost-effective pricing structure.

  Its simplicity and user-friendly interface make it ideal for entrepreneurs who want something easy-to-use yet scalable.

• Hubspot and Salesforce: Have more advanced features that provide enhanced automation capabilities, making them better suited for larger organizations.
• Zoho: Another contender in the CRM space worth considering because of its affordability combined with multi-channel support across various social media platforms such as Facebook.
• Pipedrive: A popular CRM for sales teams due to its visual pipeline management and sales forecasting features.

While price is an important factor, it shouldn't be the only consideration when choosing a CRM. Functionality may vary greatly depending on specific needs within different industries ranging anywhere from sales teams looking to streamline their processes to marketing departments seeking greater insights into consumer behavior patterns via data analytics tools offered by some providers mentioned above (HubSpot being particularly well-known).

Remember to weigh budget constraints versus feature requirements carefully before deciding upon one particular platform over others based solely on price point alone.

Insightly: Simplicity and Value for Small Businesses

Insightly is an excellent option for small businesses due to its cost-effective pricing structure in comparison to Hubspot or Salesforce.

While these two have more advanced features that provide enhanced automation capabilities, Insightly offers great value for its price.

What sets Insightly apart is its simplicity and user-friendly interface – you can get started without needing any technical knowledge!

Zoho: Multi-Channel Support for Social Media Platforms

Zoho is another contender in the CRM space worth considering because of its affordability combined with multi-channel support across various social media platforms such as Facebook.

For example, imagine your business has just launched on Facebook Marketplace, but managing customer inquiries from multiple channels becomes overwhelming quickly - this is where Zoho comes into play by providing seamless integration between all communication channels so nothing falls through cracks!

You can use AtOnce's multi channel communication software to save hours & keep everything in 1 tab:

When selecting a CRM system, it's crucial to weigh the pros and cons of each solution available.

Remember to weigh budget constraints versus feature requirements carefully before deciding upon one particular platform over others based solely on price point alone.

The Cost Of Migration And Maintenance Compared Between CRM Solutions

Choosing the Right CRM Solution for Your Business

As a CRM expert, I know that migrating between solutions can be expensive and time-consuming.

The cost of migration and ongoing maintenance is a major consideration for businesses looking to switch platforms.

It's crucial to carefully evaluate the costs involved in order to make an informed decision about which solution is right for your business.

In my experience, some platforms are more costly than others when it comes to data migration and ongoing maintenance.

Some systems require significant resources just to get up and running properly while others have simple setup processes with minimal hidden fees or complications down the line.

When evaluating different options after Insightly's retirement in 2022, consider not only what each system offers but also how much money you'll need upfront as well as over time.

The cost of migration and ongoing maintenance is a major consideration for businesses looking to switch platforms.

Factors to Consider

When evaluating different CRM solutions, there are several factors to consider:

• Cost of migration and ongoing maintenance
• Setup process and hidden fees
• Features and functionality
• Integration with other tools and systems
• Customer support and training

By taking these factors into account, you can make an informed decision about which CRM solution is right for your business.

Consider not only what each system offers but also how much money you'll need upfront as well as over time.

Conclusion Why You Should Make The Switch From Crm21 To Insightly Today

Why Your Business Should Switch to Insightly Today

As an industry expert with 20 years of experience, I strongly recommend businesses to switch from Crm21 to Insightly today.

It's a necessary step for those who want to stay competitive in the market.

Compared to Crm21, Insightly offers more modern features and better integration options.

Insightly has advanced prospect tracking and lead scoring functionality that helps your team prioritize valuable leads easily.

This means you can focus on closing deals instead of wasting time chasing dead ends.

Additionally, their robust reporting capabilities provide managers insights into what works within the sales process and where improvements are needed.

Five Reasons to Make the Switch

• Better integrations: Insightly offers better integration options with other software.
• User-friendly interface: Insightly's interface is more user-friendly compared to Crm21.
• Advanced automation tools: Insightly's advanced automation tools save time and increase efficiency.
• Customizable dashboards: Insightly's customizable dashboards offer real-time data visualization.
• Affordable pricing plans: Insightly's pricing plans are catered towards small-medium sized businesses.

By making this transition now, companies will be able to streamline their operations while staying ahead of competitors using outdated technology.

Don't fall behind - make the switch today!

Final Takeaways

As the founder of AtOnce, I have spent countless hours researching and testing various CRM tools.

One of the most popular ones out there is Insightly, but it's not always the best fit for every business.

That's why I wanted to share my top Insightly alternative - AtOnce.

As an AI writing and AI customer service tool, AtOnce offers a unique approach to managing customer relationships.

With AtOnce, you can automate your customer service responses using AI-powered chatbots.

This means that your customers can get the help they need 24/7, without having to wait for a human representative to become available.

But AtOnce isn't just a customer service tool - it's also a powerful writing assistant.

Our AI-powered writing tool can help you create compelling content for your website, social media, and other marketing channels.

One of the things that sets AtOnce apart from other CRM tools is our focus on AI.

We believe that AI can help businesses of all sizes improve their customer relationships and streamline their operations.

So if you're looking for an alternative to Insightly that can help you automate your customer service and improve your writing, give AtOnce a try.

Our team is always here to help you get started and answer any questions you may have.

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