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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 · 6.5K 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 Close.io

Pros of Pipedrive

Pros of Streak

5
Built-in VoIP Calling

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

7
Integrates with Gmail
4
Easy setup
3
Email Power Tools
1
Free tier
1
API
1
Great and easy reporting

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What is 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.

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 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.

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What are some alternatives to Close.io, Pipedrive, and Streak?

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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.

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Close.io vs Pipedrive vs Streak

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Pros of Close.io

Pros of Pipedrive

Pros of Streak

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What is Close.io?

What is Pipedrive?

What is Streak?

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

What companies use Close.io?

What companies use Pipedrive?

What companies use Streak?

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

What tools integrate with Close.io?

What tools integrate with Pipedrive?

What tools integrate with Streak?

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