Home > CRM Software > Insightly > Insightly vs kvCORE

Insightly vs kvCORE

Last Updated: November 18th, 2024

Our analysts compared Insightly vs kvCORE based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.

kvCORE is a cloud-based, suite solution designed to optimize growth and streamline operations for real estate agencies. It provides users with workflow automation, centralized data and AI-powered tools to boost efficiency.

Realtors can build comprehensive client profiles using validated data, manage leads and SOI from a central dashboard and share contact profiles with other stakeholders.

The mobile app offers additional accessibility with features like a power dialer, remote communication and task management. Users can improve extensibility with Zapier integrations.

$29/User, Monthly

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$499 Monthly

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports.
Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero.
Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in.
Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations.
Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab.
Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion.
Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync.

Utilize AI: Leverage AI tools to automate lead nurturing and identify the hottest prospects. Combine AI and behavioral insights to engage prospects with personalized messages and content.
Optimize Lead Generation: Capture leads from various sources and centralize them using a unified pipeline. Design high-performing websites with customizable IDX features to keep potential buyers and sellers engaged and boost inquiries.
Automate Repetitive Tasks: Give sales reps more time to build one-on-one relationships by automating tasks like email follow-ups, lead scoring, and transaction management.
Enhance Accessibility: Access contact lists, make calls, and manage tasks on the go with the mobile app. Log notes and assign future follow-ups,
Increase Efficiency: Use a central location to manage and promote all listings, including off-market properties. Generate automated social media posts and leverage mass-texting capabilities to maximize listing exposure.
Improve Collaboration: Minimize miscommunication between agents and transaction and listing coordinators, lenders and ISA with shareable contact pages, complete with detailed information and notes.
Boost Conversion Rates: Improve sales conversions by assigning the best leads to higher performing agents. Enable automatic lead routing based on agent listings, source, location and price point.

Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality.
Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts.
Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality.
Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards.
Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation.
Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows.

Lead Generation: Turn the company website into a lead magnet with IDX squeeze pages and landing pages. Gather valuable contact information from potential buyers and sellers automatically. Use a built-in poster to share content to social media platforms.
Customizable Websites: Design a professional, mobile-friendly website that reflects a unique company brand. Showcase listings, capture leads with strategic CTAs, and boost credibility through compelling content.
Contact Validation: Ensure follow up with leads is based on the right information. Use ongoing contact validation to confirm contact information and build a comprehensive client profile from additional sources.
AI-Driven Tools: Identify the hottest prospects based on behavioral insights and automate lead nurturing campaigns. Send AI-gnerationed automated texts and personalized follow-ups to boost engagement
Mobile App: Stay connected on the go. View daily call lists, access a power dialer, receive notification and manage tasks directly from your phone or tablet.
Business Analytics Dashboard: Analyze the entire organization’s data in real time to spot exact sources of closed deals. Receive predictive lead behavior, transaction aging reports, and information on agent and team performance.
Communication Tools: Send personalized emails, automate follow-ups, and leverage built-in texting capabilities to stay connected with clients and nurture leads throughout the sales cycle.
Integration: Use a Zapier integration to connect thousands of apps including Gmail, Mailchimp, Zillow, Brokermind and Dotloop.

Product Ranking

#12

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#20

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Analyst Rating Summary

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Insightly

kvCORE

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User Sentiment Summary

81%

of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

94%

of users recommend this product

kvCORE has a 'excellent' User Satisfaction Rating of 94% when considering 2022 user reviews from 3 recognized software review sites.

4.6 (14)

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4.1 (550)

4.7 (1459)

4.0 (481)

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4.6 (529)

4.6 (73)

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4.0 (614)

4.8 (34)

Awards

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.

Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.

Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.

Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.

Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.

Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.

Client Engagement: Reviewers who mention this feature enjoyed the automated follow-ups and ability to send bulk emails and texts.

Lead Management: Users referencing this feature noted the software’s efficiency in generating, categorizing, tracking and nurturing leads.

Organized Information: The software helps keep information organized in a central repository with a updated dashboard making it easy to see SOI information, search for contacts and track communication activity.

Ease of Use: A majority of the reviews about usability approve of how user-friendly and easy-to-navigate the platform is.

Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.

Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.

Customer Support: A majority of the reviewers who mention this feature felt support response times need improvement.

Technical Glitches: The interface has some small technical issues, and users get logged out frequently, particularly with the mobile app.

Slow Process: Every user who references this aspect noted that the system is slow to load at times.

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

kvCORE is an all-in-one platform designed specifically for the real estate industry. It provides AI-powered tools to automate lead nurturing and identify high-potential prospects. Realtors can optimize lead generation through customizable IDX websites and capture leads from various sources. Additionally, the platform automates repetitive tasks such as email follow-ups and lead scoring, while the mobile app enhances accessibility for on-the-go management.User reviews generally highlight the platform's strengths in client engagement, lead management, organized information storage, and user-friendliness. Some areas for improvement, include customer support response times, occasional technical glitches, and slow loading speeds. Overall, kvCORE offers a comprehensive suite of features designed to streamline real estate CRM workflows for larger teams as small teams and sole realtors may find pricing is cost-prohibitive.

Screenshots

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FAQ

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