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Insightly

30
26
+ 1
0
Pipedrive

317
211
+ 1
31
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Insightly vs Pipedrive: What are the differences?

What is Insightly? The leading small business CRM and project management web app. 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? A simple and visual sales pipeline tool that teams love to use. Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

Insightly and Pipedrive can be categorized as "CRM" tools.

Some of the features offered by Insightly are:

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Notes and Comments

On the other hand, Pipedrive provides the following key features:

  • See all deals in a visual sales pipeline
  • Organize contacts and follow up every lead
  • Sales forecasting for avoiding nasty surprises
Advice on 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 Insightly
Pros of Pipedrive
    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 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 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 Insightly?
    What companies use Pipedrive?
    See which teams inside your own company are using Insightly or Pipedrive.
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    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 Insightly and Pipedrive?
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    Freshsales
    It helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include one-click phone, sales lead tracking, sales management, even tracking and more.
    See all alternatives