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Pipedrive

Stacks349

Followers243

+ 1

Votes31

RelateIQ

Stacks5

Followers9

+ 1

Votes0

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Pipedrive vs RelateIQ: What are the differences?

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.

What is RelateIQ? The world's first Relationship Intelligence platform. RelateIQ automatically captures data on your most important sales prospects, making it easy to collaborate with your teammates to close deals faster. The platform works everywhere you work, whether it's on a mobile app in your pocket or in your email inbox through a browser extension.

Pipedrive and RelateIQ can be primarily classified as "CRM" tools.

Some of the features offered by Pipedrive are:

See all deals in a visual sales pipeline
Organize contacts and follow up every lead
Sales forecasting for avoiding nasty surprises

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

Connects with your inbox and calendar to capture your professional touchpoints automatically
Identify warm introductions in a flash, get better insight into your pipeline, and provide an enhanced customer experience through collaboration
RelateIQ's innovative iPhone app and Android app supercharge your mobile experience, while our convenient Chrome extension brings the power of Relationship Intelligence to your inbox

Advice on Pipedrive and RelateIQ

Daniel Bialik

Aug 25, 2021 | 4 upvotes · 8K 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 · 6.5K 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 Pipedrive

Pros of RelateIQ

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 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 RelateIQ?

RelateIQ automatically captures data on your most important sales prospects, making it easy to collaborate with your teammates to close deals faster. The platform works everywhere you work, whether it's on a mobile app in your pocket or in your email inbox through a browser extension

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

What companies use Pipedrive?

What companies use RelateIQ?

Asana
Circa

See which teams inside your own company are using Pipedrive or RelateIQ.

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What tools integrate with Pipedrive?

What tools integrate with RelateIQ?

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What are some alternatives to Pipedrive and RelateIQ?

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.

SugarCRM

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

Close.io

Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.

Trello

Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what's being worked on, who's working on what, and where something is in a process.

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.

See all alternatives

Pipedrive vs RelateIQ

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

Pros of Pipedrive

Pros of RelateIQ

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What is Pipedrive?

What is RelateIQ?

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

What companies use Pipedrive?

What companies use RelateIQ?

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

What tools integrate with Pipedrive?

What tools integrate with RelateIQ?

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

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