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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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Kris Zielinski

at Kris Zielinski · Aug 28, 2021 | 2 upvotes · 6.9K views

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Pipedrive

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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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.

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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.

WordPress

The core software is built by hundreds of community volunteers, and when you’re ready for more there are thousands of plugins and themes available to transform your site into almost anything you can imagine. Over 60 million people have chosen WordPress to power the place on the web they call “home” — we’d love you to join the family.

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Capsule CRM vs Insightly vs Pipedrive

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Pros of Capsule CRM

Pros of Insightly

Pros of Pipedrive

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What is Capsule CRM?

What is Insightly?

What is Pipedrive?

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

What companies use Capsule CRM?

What companies use Insightly?

What companies use Pipedrive?

Sign up to get full access to all the companiesMake informed product decisions

What tools integrate with Capsule CRM?

What tools integrate with Insightly?

What tools integrate with Pipedrive?

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