Derrick vs Insightly CRM

Derrick has no write-up on Specifiction yet; its figures are above.

Insightly CRM helps businesses manage customer relationships, leads, sales pipelines and reports. The company positions it for mid-market firms seeking a customizable system that can scale with growth. Sales functions include capturing and prioritizing leads, distributing them, managing opportunities and configuring pipelines. Workflow automation can send emails, update records, run custom code and trigger webhooks. Closed opportunities can become projects with related records, details and tasks carried over. The CRM includes email sync, mobile apps and AI features, including AI Copilot and AI-assisted email summaries and replies. Professional supports up to 100 shareable dashboards, while Enterprise supports unlimited dashboards. AppConnect provides no-code integration and workflow building for hundreds of apps; listed examples include QuickBooks Online, Slack, Shopify, Xero, Gmail and DocuSign. Insightly states it has SOC 2 Type II attestation and GDPR-related data processing terms and controls. Its compliance page reports 99.95 percent continuous uptime every year. Each plan includes setup guidance, help-center resources and phone or email support. There is no free plan; the CRM trial lasts 14 days and does not require a credit card. Plans are priced per user, billed annually: Plus is $29 a month, Professional $49 a month and Enterprise $99 a month.