Quick Comparison
| Feature | Snowball | Insightly |
|---|---|---|
| Primary use | Lead capture | CRM + Project Management |
| Business card scanning | 2-second AI scan | Not available |
| Offline mode | ||
| Voice notes | ||
| Project management | Not available | Native |
| Pipeline management | Via sync | Native |
| Email tracking | Not available | Native |
| Pricing | Free tier | Paid plans |
The CRM + PM Gap
Insightly combines CRM with project management—great for turning leads into projects. But at events, you need faster capture. Snowball scans cards and syncs to Insightly so leads flow into your pipeline.
How They Work Together
Event-Speed Capture
Scan cards in 2 seconds. Insightly's mobile app isn't built for rapid lead capture.
Voice Notes
Record context about each lead. This context syncs to Insightly for your team.
Offline Events
Conference wifi is unreliable. Snowball works offline, syncs when you're back.
Lead-to-Project Flow
Capture with Snowball, qualify in Insightly, convert to projects when ready.
The Combined Workflow
Capture in the field, manage in Insightly.
Scan card, add voice note about opportunity
Lead created in Insightly with all context
Qualify, add to pipeline, track progress
Convert to project in Insightly when closed
What Snowball Adds
- Instant business card scanning
- Voice notes for context
- Offline capture at events
- Seamless Insightly sync
Frequently Asked Questions
Does Snowball integrate with Insightly?
Yes. Via direct API or Zapier integration.
Can leads become projects?
Yes—in Insightly. Snowball captures the lead, Insightly handles the lead-to-project conversion.
Does voice context sync?
Yes. Voice notes appear as notes in Insightly contact records.
What about existing Insightly contacts?
Snowball checks for duplicates before creating new records.
Related Comparisons
Ready to connect Snowball with Insightly?
Capture contacts in the field and sync them automatically.