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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 · 6.6K 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 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 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.

What is SugarCRM?

Manage your sales, marketing, and customer support better with SugarCRM's online CRM software.

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What are some alternatives to Insightly, Streak, and SugarCRM?

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.

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

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.

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Insightly vs Streak vs SugarCRM

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Pros of Insightly

Pros of Streak

Pros of SugarCRM

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What is Insightly?

What is Streak?

What is SugarCRM?

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

What companies use Insightly?

What companies use Streak?

What companies use SugarCRM?

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

What tools integrate with Insightly?

What tools integrate with Streak?

What tools integrate with SugarCRM?

Sign up to get full access to all the tool integrationsMake informed product decisions

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