Capsule CRM vs Insightly vs Pipedrive

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Capsule CRM

19
13
+ 1
1
Insightly

30
26
+ 1
0
Pipedrive

317
211
+ 1
31
Advice on Capsule CRM, Insightly, and Pipedrive
Needs advice
on
StreakStreak
and
PipedrivePipedrive

Hi all, I need one good online CRM which can integrate with many sales channels: - online store - social media - traditional sales - reservation system - services In the example, I need to see that customer spent: 10K in online store, divided 5k from insta store, 5k direct through the store 2k in traditional store (can be updated manually) 1k through the reservation system 0,5k through services paid I worked on Streak mainly, but I cannot see how most of this process can be automated.

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Replies (1)
Kris Zielinski
Recommends
PipedrivePipedrive

Hello

It looks like Pipedrive may be a good system for you. It wouldn’t be a problem to create specific custom fields for different revenue sources.

In terms of automation more important would be to know how integratable are these systems that you want to connect.

With good API and some pretty good third party connector software it may all be done and working within Pipedrive.

If you will have any other concerns, you can hit me up with more specific question. I’ll try to help.

Cheers, Kris

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Pros of Capsule CRM
Pros of Insightly
Pros of Pipedrive
  • 1
    Easy and clean user interface
    Be the first to leave a pro
    • 11
      Sales Pipeline
    • 5
      Great Dashboards
    • 4
      Google Apps Integration
    • 4
      Simple data import & export
    • 3
      Mail Chimp Integration
    • 2
      REST API
    • 1
      Smart Email BCC
    • 1
      Responsive, intuitive UI. Easy export

    Sign up to add or upvote prosMake informed product decisions

    What is Capsule CRM?

    Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

    What is Insightly?

    With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

    What is Pipedrive?

    Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

    Need advice about which tool to choose?Ask the StackShare community!

    Jobs that mention Capsule CRM, Insightly, and Pipedrive as a desired skillset
    CBRE
    Dallas - Texas - United States of America, Richardson - Texas - United States of America
    CBRE
    - US - United States of America
    What companies use Capsule CRM?
    What companies use Insightly?
    What companies use Pipedrive?

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    What tools integrate with Capsule CRM?
    What tools integrate with Insightly?
    What tools integrate with Pipedrive?

    Sign up to get full access to all the tool integrationsMake informed product decisions

    What are some alternatives to Capsule CRM, Insightly, and Pipedrive?
    Capsule
    Packages any JVM application, no matter how complex, as a single, plain executable JAR. A capsule may directly contain all of the application’s dependencies or simply declare some or all of them, to be downloaded when launched.
    HubSpot
    Attract, convert, close and delight customers with HubSpot’s complete set of marketing tools. HubSpot all-in-one marketing software helps more than 12,000 companies in 56 countries attract leads and convert them into customers.
    Zoho
    Unique and powerful suite of software to run your entire business. It contains word processing, spreadsheets, presentations, databases, note-taking, wikis, web conferencing, customer relationship management, project management, invoicing, and other applications.
    Zoho CRM
    Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.
    Salesforce Sales Cloud
    The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.
    See all alternatives