Capsule CRM vs Insightly vs Pipedrive

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Capsule CRM

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Advice on Capsule CRM, Insightly, and Pipedrive
Needs advice

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


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 Capsule CRM
Pros of Insightly
Pros of Pipedrive
  • 1
    Easy and clean user interface
    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

    Sign up to add or upvote prosMake informed product decisions

    What is Capsule CRM?

    Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

    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 Capsule CRM?
    What companies use Insightly?
    What companies use Pipedrive?

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    What tools integrate with Capsule CRM?
    What tools integrate with Insightly?
    What tools integrate with Pipedrive?

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    What are some alternatives to Capsule CRM, Insightly, and Pipedrive?
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