Insightly comparison chart

Creating a checklist when shopping for a CRM can help you when making an Insightly comparison to other CRM vendors. A checklist will also help you figure out which features are most important for your business.

Insightly comparison

Compare Tools and Features of Popular CRM Systems

The tools and features of a CRM are what make each system unique from one another. You can start looking at different tools and features with an Insightly comparison. When shopping around, keep in mind that you need to evaluate the pricing structure of a CRM, the mobility features, and how easy it is to implement into your business. Keep the overall picture in your mind of adding this tool to your business and you'll make the right decision when choosing a CRM.

Sales Tracking Is Imperative to Your Business

Base allows you to keep detailed information on all of your company's sales. You can use the CRM to follow the sales process, monitoring which deal is in which stage of the sales pipeline and how it's expected to turn out. Being able to evaluate your sales reps as they work deals can give you a better idea of who needs additional training and who should advance. An Insightly comparison is a good place to evaluate how well Base meets the needs of your sales team.

Compare CRM Dashboards

The Base dashboard is where you get an overall glimpse of your business. You can see your sales pipeline, contacts, emails, calls, and notes from sales reps. An easily navigated dashboard is important for your sales reps, so when making an Insightly comparison you want to insure that the dashboard features are intuitive and allow your sales team to quickly peruse important information without having to dig deep into the CRM. With Base, your sales reps get the data they need at a quick glance.

More Ways to Compare Base

You can do a Base to Insightly comparison and follow up with comparisons to other popular vendors. However, to really get a feel for Base and get feedback from your sales team, you should try Base for free. When you sign up for the free trial, your entire company gets all of the features available from Base for a limited time. This is the best way to make comparisons and evaluate the features and tools of a CRM.

When searching for an Insightly comparison, add Base to your evaluation list. It will dramatically improve your sales and customer relationships. Get started today.