Insightly vs Pipedrive vs Zoho CRM

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Advice on Insightly, Pipedrive, and Zoho CRM
Needs advice

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


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
Pros of Zoho CRM
    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
    • 1
      Email / Blog scheduling
    • 1
      Lead management

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    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.

    What is Zoho CRM?

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

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

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