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Insightly

Stacks31

Followers32

+ 1

Votes0

Pipedrive

Stacks355

Followers246

+ 1

Votes31

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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

Daniel Bialik

Aug 25, 2021 | 4 upvotes · 8.5K views

Needs advice

Pipedrive

and

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 mainly, but I cannot see how most of this process can be automated.

Replies (1)

Kris Zielinski

at Kris Zielinski · Aug 28, 2021 | 2 upvotes · 6.9K views

Recommends

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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Pros of Insightly

Pros of Pipedrive

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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

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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.

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What companies use Insightly?

What companies use Pipedrive?

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What tools integrate with Insightly?

What tools integrate with Pipedrive?

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What are some alternatives to Insightly and Pipedrive?

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

Insightly vs Pipedrive

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

Pros of Insightly

Pros of Pipedrive

Sign up to add or upvote prosMake informed product decisions

What is Insightly?

What is Pipedrive?

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

What companies use Insightly?

What companies use Pipedrive?

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

What tools integrate with Insightly?

What tools integrate with Pipedrive?

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

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