A Feature-Packed Insightly Alternative
Manage sales pipelines, close deals, and source purchases cheaper than your competition – CreamSoda is an easy-on-wallet CRM solution that helps you build lasting customer relationships.
All-in-One Sales Platform
Generate leads via custom forms and design targeted marketing campaigns hassle-free. Add unlimited teams and manage their tasks from anywhere in the world. Gain end-to-end visibility of your custom sales pipelines, track deals and get real-time delivery notifications on-the-go. Create a central hub of information with leads, customer details, deals information, meeting notes, and other important documents. Track your revenue, itemized cost, and expenses to analyze profitability. All this and much more – offered by a single web-based solution.
Insightly vs CreamSoda
|Automated data entry||❌||✔|
|Customizable sales processes||✔||✔|
|Web to lead capture||✔||✔|
|Integrated phone dialer||✔||❌|
|Mobile business card scanning||✔||❌|
|Insights from conversations||✔||✔|
|Alerts & notifications||✔||✔|
|Analytics & reporting||✔||✔|
|Roles & permissions||✔||✔|
What CreamSoda Has to Offer
Gain an edge over your competition and offer unbeatable prices in the market. Leave no money on the table as CreamSoda gives you side-by-side quote comparisons to help you find better purchase deals. Never pay more than you should and find an optimal price for your purchases hassle-free.
Know Your Customer
CreamSoda enables you to dive deep into the analytics and understand your customers’ preferences. Track customer emails, telephone calls, and more – analyze and interpret conversations without compromising your clients’ privacy or security and understand their needs seamlessly.
Lasting Customer Relationships
CreamSoda brings AI into action – helping you build lasting customer relationships. Our powerful algorithm analyzes customer behavior and helps you find relationships you need to focus on. Furthermore, using a likeability score, we help you measure customer satisfaction and their perception of your brand.
CreamSoda is available in five different languages – English, French, German, Spanish, and Dutch. This multilingual feature of our platform comes in handy to sales teams that are operational in different regions for accessing required information in their language of choice.
Unlimited Sales Teams
With CreamSoda, you can onboard sales representatives seamlessly and create unlimited teams without having to worry about the additional costs. The platform enables you to have complete visibility of your sales workflows – enabling you to create, assign, and manage tasks on-the-go.
Automated Data Entry
Time is a valuable asset, and we understand that. Data entry is known to be one of the most tedious and time-consuming processes. That’s why CreamSoda liberates you from the laborious work of entering quotes data manually – enabling you to focus on things that matter while we do the heavy lifting for you.
Top the Sales Charts
Gain complete control over your sales workflows with seamless end-to-end pipeline management capabilities. Track your purchases and get real-time delivery updates for your orders. Our system notifies you swiftly about the return of products sold, customer/vendor claims, and shipment delays – facilitating the right decisions at the right time.
Create custom dashboards that illustrate data about your profitability, revenue, cost, and more in a visually-appealing way. Filter information on an individual-basis or view performance team-wise. You can also gauge your company’s progress over the years using a date filter to calculate year-over-year performance.