Drip Ecommerce CRM vs. Insightly Marketing

Drip is my top recommendation for most people who have an existing business and audience and want to move beyond basic email broadcast and drip campaigns and start building out more personalized sequences. I don't recommend the tool for people starting out, or for anyone that isn't bringing in solid profit every month as there are cheaper tools out there to get started with.

Incentivized

Insightly works wonderfully for teams who need to share customer data easily and also share and track information. It's great for sales teams as it allows information to flow between multiple team members. Insightly allows you to just scratch the surface by acting as a CRM database, or you can go more in depth and track leads, opportunities, projects, and more. It is also well suited for individuals who have a large customer base and just need to keep track of customer data in an organized fashion.

Incentivized

• I think the workflows from Drip are particularly well done. It is easy to see how someone might work their way through my system.
• It is easy to set up the campaigns as Drip walks you through each step.
• Drip shows you how many people have been on your website and how your forms are performing well.

Incentivized

• Custom workflows
• Easy to search and find
• Good interface

Incentivized

• Pricing is a bit on the higher side but well worth it so long as you're using it
• Direct integration with Salesmate vs going through Zapier

Incentivized

• Integrate better with Outlook
• Integrate with Campaign Monitor
• Integrate with ProCore
• Integrate with Building Connected

Incentivized

There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

Incentivized

We decided to move away from Mailchimp when they announced the changes to their service plans. We cast a wide net and ended up boiling it down to Drip, Klaviyo, Omnisend, and Constant Contact. They all have a similar set of features, but Drip was willing to work with us on price instead of simply referring us to their tiered plans. Even though they don't have a direct integration with our e-commerce platform it was obvious they were willing to help us make the connection via their API.

Incentivized

Easy to check the phases and notes while EP is more for the project [management].

Incentivized

• We've seen a 45 percent increase in customer survey completions, due to automated reminders and campaigns.
• We've seen a 10 percent increase in customer traffic on our website.
• We've seen a 300 percent increase in online credit applications on our website and form conversions.

Incentivized

• Doubled the time it takes to execute any marketing campaign, in my opinion- we build in “Insightly management” into project plans
• Reduced confidence in data, given it is often wrong, I've found.

Incentivized