Insightly vs. Repfabric Comparison


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Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 189 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. 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Real-time operational dashboards update with every cycle, providing seamless activity tracking and enhanced decision-making. Thanks to its advanced features and user-friendly design, the platform is already trusted by numerous clients across industries such as manufacturing, food and beverage, healthcare, retail and e-commerce. 16 Ratings Visit Website Houzz Pro Houzz Pro is the #1 construction management solution for residential contractors and designers. Get an all-in-one solution that spans the full customer lifecycle, including marketing, CRM, estimates, takeoffs, 3D floor plans, project management, selections, online invoicing & payments, QuickBooks integration, and a client portal. Start a free trial today to see why thousands of Pros trust Houzz Pro to grow & manage their business. Plans are available for all business sizes starting at $149/month. 23,223 Ratings Visit Website ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. 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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.	About Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
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 Organizations in any industry	Audience CRM and commission software for multi-line sellers, distributors, manufacturers, and wholesalers
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $29.00/month/user Free Version Free Trial	Pricing No information available. Free Version Free Trial
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	Reviews/Ratings Overall 5.0 / 5 ease 4.9 / 5 features 4.6 / 5 design 4.5 / 5 support 4.7 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Insightly Founded: 2010 United States www.insightly.com	Company Information Repfabric Founded: 2013 United States repfabric.com
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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	Categories Commission Construction CRM Contact Management CRM Field Sales HVAC Lead Management Mileage Tracking Performance Management Plumbing Sales Sales Acceleration Sales Analytics Sales Compensation Sales Intelligence Sales Tracking
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 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 Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking 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 Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics 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	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 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 Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Sales Tracking Features Activity Dashboard Alerts / Notifications Appointment Scheduling Call Logging Comments / Notes Custom Reports Document Management Email Templates Interaction Tracking Lead Management Lead Scoring Pipeline Management Reporting / Analytics Task Management Show More Features Commission Features Affiliate Management Agency Commission Commission Calculations Commission Scheduling Commission Tracking Compliance Management Flat Commissions Incentive Programs Multi-Tiered Commissions Percentage Commissions Sliding Scale Commissions Split Commissions Field Sales Features Activity Tracking Channel Management Collaboration Tools Controlled Access CRM Dashboard Management Expense Management Fast Estimates Inventory Management Invoices Lead / Opportunity Management Online Payments Order Management Quoting Reporting / Analytics Route Optimization Territory Management Time Tracker Visit Scheduling Workflow Management HVAC Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Maintenance Scheduling Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Mileage Tracking Features Business / Personal Travel Cost Analysis Employee Reimbursement Expense Reports GPS Tracking Manager Workflow Mileage Logging Reporting Plumbing Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Analytics Features Collaboration Tools Dashboards Forecasting Analytics Ideal Customer Profile (ICP) Lead Analytics Pipeline Management Predictive Forecasting Predictive Lead Scoring Sales Intelligence Reporting Sales Intelligence Features CRM Integration Data Cleaning Data Enrichment Data Import/Export Data Mining Data Verification Email Integration Lead Scoring List Building Performance Management Pipeline Management Predictive Modeling/Analytics Prospecting Tools Reporting/Analytics Sales Forecasting
Integrations Gmail HubSpot CRM HubSpot Customer Platform Mailchimp Microsoft Dynamics 365 Microsoft Outlook Zoho CRM Brevo Dubb FreeAgent Google Forms Klipfolio Quickwork Robly Sign In Scheduling Simplii Stripe UpLead noCRM.io Show More Integrations View All 334 Integrations	Integrations Gmail HubSpot CRM HubSpot Customer Platform Mailchimp Microsoft Dynamics 365 Microsoft Outlook Zoho CRM Brevo Dubb FreeAgent Google Forms Klipfolio Quickwork Robly Sign In Scheduling Simplii Stripe UpLead noCRM.io Show More Integrations View All 11 Integrations
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