Donna CRM vs. Insightly Comparison


Donna CRM JKB Software	Insightly	+	+
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Integrates via Google Workspace Marketplace APIs, Admin SDK, and Gmail API. Protected by Veracode SAST/DAST, CASA Tier 3, and GDPR compliance 75 Ratings Visit Website Pipeliner CRM Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite. 750 Ratings Visit Website Popl Popl captures, enriches, and syncs in-person leads, turning real-world interactions into CRM-ready pipeline. The platform eliminates manual data entry, badge scanners, CSV uploads, and the inefficiencies of traditional lead capture. Powered by AI, Popl instantly routes new contacts to your CRM and fetches enriched details like job title, email, phone number, and LinkedIn profile. Its intuitive dashboard lets teams customize capture flows, qualify leads on the spot, trigger automated follow-ups, and measure ROI in real time. Popl integrates seamlessly with Salesforce, HubSpot, and other leading CRM platforms. Used by 90% of Fortune 500 companies, Popl helps teams consistently 3x lead volume and drive measurable ROI from every in-person interaction. 6,816 Ratings Visit Website Titan Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. 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Admiral delivers the right offer, at the right time, at every visitor touchpoint. No code is required, with a one-tag install, and amazing support. Admiral VRM delivers: -Adblock revenue recovery -Paywall and paid subscription management, -Registration wall and building first-party data sets, -Grow email newsletter signups, social media follows, and app downloads, -Donation campaigns, -GDPR and GPP Privacy Consent Management, CMP Admiral’s analytics dashboards, journey builders, segmentation, and targeting, all help publishers reach business objectives. Admiral is an Inc 5000 Company 65 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 134 Ratings Visit Website BrandMail BrandMail®, developed by BrandQuantum, is a software solution that seamlessly integrates with Microsoft Outlook to empower every employee in the organization to automatically create consistently branded emails via a single toolbar that provides access to brand standards and the latest pre-approved content. Develop email signatures in line with your brand specifications which look consistent, no matter which device or platform they are viewed on. Your signatures are tamper-proof and centrally managed. More importantly, users see their signatures, banners and surveys when they create, reply or forward emails. BrandMail does not reroute your emails via any external servers and does not append rules to your exchange environment. It works directly within Microsoft Outlook. Leverage every email as an opportunity to brand consistently and minimize the security risks associated with the tampering of HTML signatures. 316 Ratings Visit Website Pylon Create accurate proposals from anywhere in under 2 minutes using hi-res imagery, energy analysis and 3D shading tools in Pylon's intuitive design studio. Pylon is the only solar design software to give you high-resolution imagery in-app with no monthly fees. Identify dates of concern and track shading impact throughout the year using Pylon's award-winning 3D Solar Shading toolkit. Help your team better understand customer consumption patterns and maximize self-consumption using Pylon's load profile and interval data analysis. Analyze load profiles & interval data. Close more solar proposals with interactive Web & PDF proposals, native eSignatures and a payment processing gateway. Fully integrated solar CRM designed to integrate with your solar design software and convert proposals. Get 2-way SMS and email, communications with your team, lead management, and ready-made deal pipelines with Pylon Solar CRM. 33 Ratings Visit Website
About Donna CRM is a Gmail-native CRM designed for freelancers and consultants who manage client relationships directly through email. Instead of switching between Gmail and external CRMs, DonnaCRM embeds pipeline tracking, relationship context, and follow-up management directly inside your inbox. Turn any email thread into a tracked deal, see relationship history instantly, and stay on top of opportunities without breaking your workflow.	About Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Freelancers, Consultants, Sales professionals, Email marketers, Solo operators	Audience Organizations in any industry
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos No images available	Screenshots and Videos View more images or videos
Pricing $10/month/user Free Version Free Trial	Pricing $29.00/month/user Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.3 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information JKB Software www.donnacrm.com	Company Information Insightly Founded: 2010 United States www.insightly.com
Alternatives BROSH	Alternatives HubSpot CRM HubSpot
Streak	Nutshell
Sortd	Copper
Ralivi	Pipedrive
Insightly View All	monday sales CRM monday.com View All
Categories CRM	Categories Business Management Construction CRM Contact Management CRM Healthcare CRM Lead Management Project Management Sales Enablement Sales Force Automation Sales Forecasting Sales Tracking Task Management
	CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Show More Features Business Management Features Billing & Invoicing CRM Employee Management Financial Management Inventory Management Marketing Management Order Management Point of Sale (POS) Project Management Purchasing Scheduling Time & Expense Tracking Training Management Vendor Management Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management Sales Forecasting Features Competitor Analysis Correlation Analysis Dashboard Dynamic Modeling Exception Reporting Graphical Data Presentation Modeling & Simulation Performance Metrics Sales Trend Analysis Statistical Analysis Task Management Features Collaboration Create Subtasks Gamification Gantt Charts Mobile Access Percent-Complete Tracking Progress Tracking Recurring Tasks Reporting/Analytics Spreadsheet View Task Board View Task Planning Task Scheduling Task Tracking Time Tracking To-Do List View
Integrations Gmail Azquo Badger Maps BoldLeads DirectIQ Enerflo HubSpot Marketing Hub Inigo Microsoft Outlook NUACOM Ohmylead Sage Intacct SaveMyLeads Setmore Slemma SyncSmart TrueMail Voxloud Web Insights Zapier Show More Integrations View All 1 Integration	Integrations Gmail Azquo Badger Maps BoldLeads DirectIQ Enerflo HubSpot Marketing Hub Inigo Microsoft Outlook NUACOM Ohmylead Sage Intacct SaveMyLeads Setmore Slemma SyncSmart TrueMail Voxloud Web Insights Zapier Show More Integrations View All 334 Integrations
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