Close.io vs Insightly vs Pipedrive

Overview

Insightly

Stacks31

Followers32

Votes0

Pipedrive

Stacks363

Followers251

Votes31

Close.io

Stacks47

Followers45

Votes5

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CLI (Node.js)

Manual

Advice on Insightly, Pipedrive, Close.io

Daniel

Aug 25, 2021

Needs adviceon

Streak

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}|tool:31| mainly, but I cannot see how most of this process can be automated.

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Comments

Detailed Comparison

Insightly	Pipedrive	Close.io
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.	Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.	Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.
Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports; Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private	See all deals in a visual sales pipeline;Organize contacts and follow up every lead;Sales forecasting for avoiding nasty surprises;Set up in under 2 minutes, no training required;Work anywhere with our iOS and Android apps	Automatic 2-way email sync; Email open tracking; CRM; Call tracking; Built-in VoIP calling; Call recording; Smart views; Powerful search; No manual data entry; Bulk email; Powerful reporting; REST API; Gmail integration; Great UI
Statistics
Stacks 31	Stacks 363	Stacks 47
Followers 32	Followers 251	Followers 45
Votes 0	Votes 31	Votes 5
Pros & Cons
No community feedback yet	Pros 11 Sales Pipeline 5 Great Dashboards 4 Simple data import & export 4 Google Apps Integration 3 Mail Chimp Integration	Pros 5 Built-in VoIP Calling
Integrations
Mailchimp G Suite	No integrations available	Zapier Stitch G Suite

What are some alternatives to Insightly, Pipedrive, Close.io?

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.

Streak

Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

OnePageCRM

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Odoo

It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.

Zoho CRM

Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.

Lemprep

Lemprep gives sales reps a competitive edge by transforming minimal inputs into deep, actionable intelligence. Discover buyer pain points, organizational priorities, and market opportunities so you can run impactful, high-confidence sales calls that drive predictable results.

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.

Captira Bail Management Software

#1 Bail software for 15+ years to service Bail Agents and Bail Agencies. Captira includes the best CRM type features to manage defendants and indemnitors plus it includes eSign, GPS check-ins, GeoFence, Bail Pay, and powerful automation. All built to simplify case management and boost efficiency.

JezzMoney: Advanced Mutual Fund Distributor Software

JezzMoney is an advanced mutual fund distributor software that empowers financial professionals to optimize operations and improve client engagement seamlessly.