Compare CloudCC vs Insightly

For companies who are planning to grow, CloudCC provides you more rovust customizations.

Challenges with Insightly

· No Marketing Automation

No marketing automation application in Insightly software. Unlike Insightly, CloudCC offers marketing automation solution in our CRM software to help our customers optimize their marketing efforts by clearly capture the ROI and the marketing spend.

· Limited Customization

more and more business inevitably request specific customizations to fit their own business needs. But the only way you want to customize Insightly is through custom APIs and it will take developer knowledge and consumes time and money. Whereas CloudCC offers you a completely customizable CRM software solution. You can custom work flow, approval process and everything to fit individual user needs.

· Awkward Workflow

Insightly’s workflow seems really cluttered trying to add too many functions and options on one screen and it really made things difficult for several customers. Whereas CloudCC is clean and easily customized on business need. We offers a flexibility and easy adaptability CRM solution.

· Terrible Support

The only way to get in touch with Insightly support team is through their forum. So their support is horrible and poor response time. The majority of the Insightly users feel that their support is not useful. Unlike Insightly, CloudCC has Call, Email to help our customers and users 24/7 throughout the year.


robust customization based on your business needs
limited customization for growing businesses
simple and smooth
awkward and cumbersome
full features in marketing automation module
no marketing automation solutions
24/7 support through email, call and other ways
only way to get their support through their forum
Features (take Professional Edition as an example)
Record Limited
Campaign Management
Multiple Campaign Channels
Campaign Members
Campaign ROI Analysis
HTML Email Tracking
Scan Business Cards
Lead Management
Web to Lead Forms
Lead Assignment Rules
Lead Conversion
Task Management
Opportunity Management
Standard Dashboards
Mobile App
Custom Fields
Roles and Profiles
Workflow Automation
Approval Process
Create and Install Packages
Classes and Triggers
Scheduled Classes and Jobs
Pages and Sites
API Access

Contact Us for More Reasons to Choose CloudCC and More Detailed Features

—————    ESSENTIAL EDITION    —————

CloudCC Essential Edition 3 Users for Free - Terms of Use

CloudCC CRM is a customer relationship management service provided by (hereinafter referred to as "CloudCC") for you or your organization (hereinafter referred to as "you" or "yours"). Depending on the size of your enterprise and the specific business processes, CloudCC offers four editions which are Essential, Professional, Enterprise and Unlimited for you to choose and purchase. Among them, the Essential edition provides 3 users free service. By using the CloudCC Essential Edition 3 Users for Free Program, you accept the following terms. If you do not agree to these terms, please do not continue to apply for the CloudCC Essential Edition 3 Users for Free Program in any way.

1. Primary contact information

In order to apply for the CloudCC Essential Edition 3 Users for Free Program, the user should fill in and maintain the valid information of the “primary contact”, including the valid email address and telephone number of the main contact, after the successful registration. If the user does not set the "primary contact", CloudCC will, by default, consider the first user who registered and opened the CloudCC account as the primary contact for your organization. CloudCC will send important notices such as free program changes or free service termination to your organization's primary contacts. The email notification is the only notification method and no information will not be informed by other ways. For any loss of data caused by the service termination due to the lack of valid contact method of primary contact which has not been filled by users, CloudCC will not be responsible.

2. Edition upgrade

The order of the edition upgrade is Essential, Professional, Enterprise and Unlimited. The upgrade of CloudCC must apply the above order, and it’s irreversible. After the successful registration and use of Essential Edition 3 Users for Free Program, if the user want to upgrade the edition, he/she needs to export the data and re-apply to purchase other editions’ account license.

3. Add account license

After opened the CloudCC Essential Version 3 users for free account license, if the user wants to add the CloudCC Essential edition account, he/she needs to apply for the Essential edition plan. CloudCC will charge the account license fee for the users other than the 3 free account licenses. After the expiration of the Essential edition account, CloudCC will terminate all account services including the 3 free account licenses. (For example: the user applies for the CloudCC Essential Edition 3 users for free program, after the expiration of the trial period, he/she wants to add the CloudCC Essential edition account license to 5 for 1 year, CloudCC charges the usage fee of 2 account licenses for 1 year. 1 year later (after the expiration of license), if the organization does not renew, CloudCC will terminate all services of the five CloudCC Essential account licenses including the 3 free account licenses.)

4. Data management

Users who use the CloudCC Essential 3 Users for Free Program must export their data in advance under any circumstances, and CloudCC does not provide data export services.

5. Intellectual Property Protection

The User confirms and commits that the intellectual property rights of all software and platform products under this Agreement are owned by CloudCC. Except as stated in this Agreement, this Agreement does not grant any intellectual property rights of the Software or Products to users. The CloudCC intellectual property rights may not be infringed in any way by any user.
At the same time, all the components of the software or product account information, code, etc. are valuable business secrets and confidential information, users must not disclose to any third party in any way.

The final interpretation of this agreement belongs to Under all circumstances, CloudCC reserves the right to reclaim your or your organization's access to the CloudCC Essential Edition 3 Users for Free Program and to terminate this Program and relevant services. We will ensure, within reasonable limits, to give notice to the email address of the primary contact you provided to us, at least 30 days before the termination.

By pressing the AGREE button you confirm that you HAVE read and agreed to “CloudCC Essential Edition 3 Users for Free - Terms of Use” and you accept these terms completely.