Insightly vs Pipedrive vs Zoho CRM

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Insightly

30
28
+ 1
0
Pipedrive

322
216
+ 1
31
Zoho CRM

217
159
+ 1
2
Advice on Insightly, Pipedrive, and Zoho CRM
Needs advice
on
PipedrivePipedrive
and
StreakStreak

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
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

    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.

    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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    What companies use Insightly?
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    What tools integrate with Zoho CRM?

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    What are some alternatives to Insightly, Pipedrive, and Zoho CRM?
    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.
    Insight
    Ship quality software on time. Get meaningful dashboards for Pivotal Tracker.
    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.
    Copper
    People sign up with their number. You get verified info. Copper is a service for developers who want a seamless, always-improving signup and signin flow in their websites and iOS apps. We remove friction so more people become and remain users, while makers ship faster and maintain less code.
    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