# Coevera vs Insightly CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Insightly CRM excels in managing customer details and tracking sales leads, with users appreciating its ability to organize tasks and follow up with clients effectively. The platform's intuitive design makes it easy to navigate, which is a significant advantage for small businesses looking for straightforward solutions.
- **Users say** Coevera stands out for its highly visual and intuitive interface, which enhances the management of sales pipelines. Reviewers highlight the drag-and-drop functionality and clear deal stages, making it particularly useful for professionals in fields like healthcare, where managing daily follow-up activities is crucial.
- **According to verified reviews** , Insightly CRM's bulk editing feature is a time-saver, allowing users to update multiple records simultaneously. This functionality is especially valued by those who manage large volumes of data, making it a practical choice for small businesses with extensive customer interactions.
- **Reviewers mention** that Coevera's focus on simplicity and innovation makes it a strong contender for users who prioritize ease of use. Its digitalized approach to managing workflows is appreciated by professionals, such as dieticians and nutritionists, who require efficient tools to handle their consultation tasks.
- **G2 reviewers highlight** that while Insightly CRM has a solid overall rating, it faces challenges in certain areas like customer support, where users feel there is room for improvement. In contrast, Coevera receives higher marks for its quality of support, indicating a more responsive service experience for users.
- **Users report** that both platforms cater well to small businesses, but Coevera's higher scores in ease of setup and administration suggest a smoother onboarding experience. This can be particularly beneficial for teams looking to implement a CRM solution quickly without extensive training.



| | Coevera | Insightly CRM | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 4.2 out of 5 | 
| **Total Reviews** | 480 | 944 | 
| **Largest Market Segment** | Small-Business (70.3% of reviews) | Small-Business (73.2% of reviews) | 
| **Entry Level Price** | $65.00 1 User | $29/ user, per month (billed annually) | 

---
## Top Pros & Cons

### Coevera

Pros:
- Ease of Use (13 reviews)
- Easy Tracking (7 reviews)

Cons:
- Limited Customization (6 reviews)
- Expensive (5 reviews)

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

---
## Ratings Comparison
| Rating | Coevera | Insightly CRM | 
|---|---|---|
  | **Meets Requirements** | 9.1 (376 reviews) | 8.3 (802 reviews) | 
  | **Ease of Use** | 9.3 (376 reviews) | 8.4 (807 reviews) | 
  | **Ease of Setup** | 9.1 (139 reviews) | 8.3 (363 reviews) | 
  | **Ease of Admin** | 9.2 (136 reviews) | 8.5 (337 reviews) | 
  | **Quality of Support** | 9.1 (366 reviews) | 8.0 (686 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (133 reviews) | 8.5 (321 reviews) | 
  | **Product Direction (% positive)** | 9.2 (369 reviews) | 8.0 (775 reviews) | 

---
## Pricing

### Coevera

#### Entry-Level Pricing

Plan: Starter

Price: $65.00 1 User

Description: Basic sales management, tracking and collaboration.

Key Features:
- Contact Management

[Browse all 4 editions](https://www.g2.com/products/coevera/pricing)

#### Free Trial

Yes

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Coevera** | 9.0/10 | 364 |
| **Insightly CRM** | 7.8/10 | 735 |

#### Sales Force Automation

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Contact & Account Management** | 9.0 (303 reviews) ✓ Verified | 8.5 (630 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 9.0 (210 reviews) ✓ Verified | Feature Not Available | 
| **Opportunity & Pipeline Mgmt.** | 9.2 (302 reviews) ✓ Verified | 8.3 (600 reviews) ✓ Verified | 
| **Task / Activity Management** | 9.0 (293 reviews) ✓ Verified | 8.1 (629 reviews) ✓ Verified | 
| **Territory & Quota Management** | 8.9 (236 reviews) ✓ Verified | 7.5 (350 reviews) ✓ Verified | 
| **Desktop Integration** | 9.1 (277 reviews) ✓ Verified | 8.0 (453 reviews) ✓ Verified | 
| **Product & Price List Management** | 8.9 (234 reviews) ✓ Verified | 7.5 (339 reviews) ✓ Verified | 
| **Quote & Order Management** | 8.8 (230 reviews) ✓ Verified | 7.6 (349 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.9 (233 reviews) | 8.0 (424 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Email Marketing** | 8.8 (225 reviews) ✓ Verified | 7.6 (407 reviews) ✓ Verified | 
| **Campaign Management** | 8.8 (208 reviews) ✓ Verified | Feature Not Available | 
| **Lead Management** | 9.3 (275 reviews) ✓ Verified | 8.1 (524 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Feature Not Available | 7.5 (339 reviews) ✓ Verified | 

#### Customer Support

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Case Management** | 8.9 (237 reviews) | 7.8 (394 reviews) | 
| **Customer Support Portal** | 9.1 (234 reviews) ✓ Verified | 7.8 (400 reviews) | 
| **Knowledge Base** | 9.1 (249 reviews) ✓ Verified | 7.9 (460 reviews) | 
| **Call Center Features** | 8.9 (202 reviews) | 7.6 (325 reviews) ✓ Verified | 
| **Support Analytics** | 9.0 (219 reviews) | 7.8 (361 reviews) | 

#### Reporting & Analytics

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Reporting** | 9.1 (289 reviews) ✓ Verified | 7.9 (532 reviews) ✓ Verified | 
| **Dashboards** | 9.2 (279 reviews) ✓ Verified | 7.9 (555 reviews) ✓ Verified | 
| **Forecasting** | 9.2 (252 reviews) ✓ Verified | 7.6 (387 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Social Collaboration Features** | 9.0 (221 reviews) ✓ Verified | 7.8 (356 reviews) ✓ Verified | 
| **Social Network Integration** | 9.1 (230 reviews) ✓ Verified | 7.7 (352 reviews) ✓ Verified | 
| **Mobile User Support** | 9.0 (257 reviews) ✓ Verified | 7.8 (417 reviews) ✓ Verified | 

#### Platform

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Customization** | 9.0 (101 reviews) ✓ Verified | 7.9 (317 reviews) ✓ Verified | 
| **Workflow Capability** | 9.2 (96 reviews) ✓ Verified | 8.1 (311 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 9.2 (102 reviews) ✓ Verified | 8.4 (322 reviews) ✓ Verified | 
| **Internationalization** | 9.1 (78 reviews) ✓ Verified | 8.0 (215 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 9.0 (72 reviews) ✓ Verified | 7.2 (87 reviews) | 
| **Document & Content Mgmt.** | 8.8 (89 reviews) ✓ Verified | 7.6 (252 reviews) ✓ Verified | 
| **Performance and Reliability** | 9.2 (100 reviews) ✓ Verified | 8.3 (320 reviews) ✓ Verified | 
| **Output Document Generation** | 9.0 (81 reviews) ✓ Verified | 7.6 (214 reviews) ✓ Verified | 

#### Integration

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Data Import & Export Tools** | 9.1 (100 reviews) ✓ Verified | 8.0 (288 reviews) ✓ Verified | 
| **Integration APIs** | 8.9 (87 reviews) ✓ Verified | 7.6 (237 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 9.2 (73 reviews) ✓ Verified | 7.3 (223 reviews) ✓ Verified | 

#### Generative AI

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.9 (27 reviews) | 

#### Agentic AI - CRM

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.6 (7 reviews) | 
| **Multi-step Planning** | Not enough data | 8.3 (7 reviews) | 
| **Cross-system Integration** | Not enough data | 8.1 (8 reviews) | 
| **Adaptive Learning** | Not enough data | 8.3 (8 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (7 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (7 reviews) | 
| **Decision Making** | Not enough data | 7.6 (7 reviews) | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Coevera** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Lead Facilitation

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Customer-facing Chatbot** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Lead Follow-up** | Not enough data | Not enough data | 
| **Meeting Scheduling ** | Not enough data | Not enough data | 

#### Organization

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Opportunity and Pipeline Management ** | Not enough data | Not enough data | 
| **Data Entry** | Not enough data | Not enough data | 
| **Integrations / APIs** | Not enough data | Not enough data | 

#### Performance Analysis

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Coaching ** | Not enough data | Not enough data | 
| **Peformance Tracking** | Not enough data | Not enough data | 

#### Sales Analysis

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **ROI Forecasting ** | Not enough data | Not enough data | 
| **Sales Forecasting ** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **Coevera** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Sales Team

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Flexible Sales Process** | Not enough data | Not enough data | 
| **Training Mode** | Not enough data | Not enough data | 
| **Playbooks** | Not enough data | Not enough data | 

#### Intelligence

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Opportunity Identification** | Not enough data | Not enough data | 
| **Zero-touch Renewals** | Not enough data | Not enough data | 
| **Smart Content** | Not enough data | Not enough data | 

#### Mapping

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Multiple Org Charts** | Not enough data | Not enough data | 
| **Stakeholder Roles** | Not enough data | Not enough data | 

#### Agentic AI - Customer Revenue Optimization

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Online Appointment Scheduling

| Product | Score | Reviews |
|---|---|---|
| **Coevera** | N/A | N/A |
| **Insightly CRM** | N/A | N/A |

#### Notifications

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Confirmations & Reminders** | Not enough data | Not enough data | 
| **Appointment Follow-Up** | Not enough data | Not enough data | 
| **Scheduling Notifications** | Not enough data | Not enough data | 

#### Settings

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Time Zone Detection** | Not enough data | Not enough data | 
| **Availability Settings** | Not enough data | Not enough data | 
| **Blocked Time Settings** | Not enough data | Not enough data | 

#### Personalization

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Branding** | Not enough data | Not enough data | 
| **Links** | Not enough data | Not enough data | 

#### Integrations

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Multi- Calendar Integration** | Not enough data | Not enough data | 
| **Website Integration** | Not enough data | Not enough data | 
| **Payment Acceptance** | Not enough data | Not enough data | 
| **Video Conferencing** | Not enough data | Not enough data | 
| **Communication** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 
| **AI Text-to-Image** | Not enough data | Not enough data | 
| **AI Text-to-Speech** | Not enough data | Not enough data | 
| **AI Image-to-Text** | Not enough data | Not enough data | 

#### Agentic AI - Online Appointment Scheduling

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Coevera** | 8.9/10 | 55 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Sales Performance Management

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Incentives

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Badges** | Feature Not Available | Not enough data | 
| **Triggers** | 8.8 (32 reviews) ✓ Verified | Not enough data | 
| **Commission Calculator** | 9.0 (27 reviews) ✓ Verified | Not enough data | 
| **Leaderboards** | 8.5 (32 reviews) | Not enough data | 

#### Personalization

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Profiles** | 8.8 (39 reviews) | Not enough data | 
| **Custom Reports** | 9.0 (47 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 8.9 (39 reviews) ✓ Verified | Not enough data | 
| **Goal Setting** | 9.3 (34 reviews) ✓ Verified | Not enough data | 

#### Administrative

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Integration** | 9.1 (39 reviews) ✓ Verified | Not enough data | 
| **Employee Structure** | 8.9 (44 reviews) ✓ Verified | Not enough data | 
| **Behavior Monitoring** | 9.0 (13 reviews) | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Coevera** | 9.7/10 | 6 |
| **Insightly CRM** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Analytics

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Open Rates** | Not enough data | Not enough data | 
| **Link Activity** | Not enough data | Not enough data | 
| **Attachment Activity** | Not enough data | Not enough data | 

#### Customizations

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Email Platform Integration** | 9.7 (5 reviews) | Not enough data | 
| **Email Scheduling** | Not enough data | Not enough data | 
| **Notifications** | Not enough data | Not enough data | 
| **Email Categorization** | Not enough data | Not enough data | 
| **Templates** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Coevera** | 9.2/10 | 15 |
| **Insightly CRM** | 8.3/10 | 47 |

#### Agentic AI - Sales Analytics

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Data Sourcing** | 9.2 (11 reviews) | 8.2 (35 reviews) | 
| **Exporting & Sharing Data** | 9.1 (9 reviews) | 8.6 (43 reviews) | 
| **Multi-Device Data Visualization** | 8.5 (9 reviews) | 8.3 (35 reviews) | 
| **Interactive Dashboards** | 8.9 (9 reviews) | 8.7 (41 reviews) | 
| **Data Segmentation** | 9.0 (8 reviews) | 8.0 (36 reviews) | 

#### Predictive Analytics

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Lead Scoring** | 9.0 (10 reviews) | 7.9 (37 reviews) | 
| **Opportunity Scoring** | 9.3 (9 reviews) | 7.9 (38 reviews) | 
| **Risk Analysis** | 9.3 (10 reviews) | 7.8 (33 reviews) | 
| **Live Forecasting** | 9.4 (8 reviews) | 7.8 (35 reviews) | 

#### Sales Management

| Feature | Coevera | Insightly CRM | 
|---|---|---|
| **Live Pipeline Management** | 9.2 (10 reviews) | 8.5 (37 reviews) | 
| **Sales Gamification** | 9.3 (10 reviews) | 8.1 (30 reviews) | 
| **Account-Based Analytics** | 9.6 (9 reviews) | 8.7 (32 reviews) | 
| **Activity Tracking** | 9.4 (13 reviews) | 8.8 (39 reviews) | 

---
## Categories
**Shared Categories (2):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [CRM Software](https://www.g2.com/categories/crm)

**Unique to Coevera (5):** [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Online Appointment Scheduling Software](https://www.g2.com/categories/online-appointment-scheduling)



---
## Reviewer Demographics

### By Company Size

| Segment | Coevera | Insightly CRM | 
|---|---|---|
| **Small-Business** | 70.3% | 73.2% | 
| **Mid-Market** | 22.2% | 20.2% | 
| **Enterprise** | 7.6% | 6.6% | 

### By Industry

#### Coevera

- **Information Technology and Services:** 9.1%
- **Marketing and Advertising:** 7.3%
- **Computer Software:** 6.1%
- **Construction:** 4.3%
- **Management Consulting:** 3.9%
- **Telecommunications:** 3.9%
- **Financial Services:** 3.4%
- **Accounting:** 3.2%
- **Education Management:** 3.0%
- **Electrical/Electronic Manufacturing:** 2.5%
- **Other:** 53.4%

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.2%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

---
## Alternatives

### Alternatives to Coevera

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25842 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13856 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2937 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1235 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3081 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (953 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.3/5 stars (574 reviews)

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25842 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13856 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3081 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2937 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1620 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1433 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1235 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (953 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.3/5 stars (574 reviews)

---
## Top Discussions

### Coevera

- Title: [How can Pipeliner fit into lottery businesses in Nigeria?](https://www.g2.com/discussions/how-can-pipeliner-fit-into-lottery-businesses-in-nigeria) — 5 comments, 2 upvotes
  > **Top comment:** "The Pipeliner CRM can be fit into any business as far as sales management is concerned. It 
 provide solution for current challenges in the business..."
- Title: [Can Pipeliner CRM work on mobile phone](https://www.g2.com/discussions/14509-can-pipeliner-crm-work-on-mobile-phone) — 5 comments, 1 upvote
  > **Top comment:** "Thank you Sunny Ukandu for your interest in Pipeliner CRM software. Pipeliner CRM works perfectly with the mobile device. You can download it from your apple..."
- Title: [Can a Pipeliner Account owner search for contact of a target audience from another account user owner of a Pipeliner?](https://www.g2.com/discussions/26838-can-a-pipeliner-account-owner-search-for-contact-of-a-target-audience-from-another-account-user-owner-of-a-pipeliner) — 4 comments
  > **Top comment:** "Yes you can, if you are the administrator of the system. The administrator in your organization (probably your boss and/or IT department) decides what you..."
- Title: [How do i learn its usage quickly](https://www.g2.com/discussions/13305-how-do-i-learn-its-usage-quickly) — 4 comments, 1 upvote
  > **Top comment:** "It’s very simple sir. Simply sign up and you can get access to trail version"
- Title: [whats Pipeliner Inc doing to fully introduce this amazing  software in Africa?](https://www.g2.com/discussions/12799-whats-pipeliner-inc-doing-to-fully-introduce-this-amazing-software-in-africa) — 4 comments, 1 upvote
  > **Top comment:** "Very true.But the market would be secured with flexible pricing and friendly graphic user Interface and software that can integrate with almost every..."

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/coevera-vs-insightly-crm)