Capsule CRM vs Insightly vs Pipedrive

Overview

Insightly

Stacks31

Followers32

Votes0

Capsule CRM

Stacks21

Followers15

Votes1

Pipedrive

Stacks357

Followers251

Votes31

Advice on Insightly, Capsule CRM, Pipedrive

Daniel

Aug 25, 2021

Needs adviceon

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.

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Comments

Detailed Comparison

Insightly	Capsule CRM	Pipedrive
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.	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.	Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports; Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private	The contact page gives you a birds eye view of everything you know about a contact so that you can keep track of the people, companies and other organizations that you do business with.;Use Capsule to track bids, deals, proposals and other opportunities.;Manage your to-do list and calendar using tasks in Capsule to ensure things don't get forgotten.;Create custom categories using tags such as vendor, lead, customer.;Manage groups of contacts with lists	See all deals in a visual sales pipeline;Organize contacts and follow up every lead;Sales forecasting for avoiding nasty surprises;Set up in under 2 minutes, no training required;Work anywhere with our iOS and Android apps
Statistics
Stacks 31	Stacks 21	Stacks 357
Followers 32	Followers 15	Followers 251
Votes 0	Votes 1	Votes 31
Pros & Cons
No community feedback yet	Pros 1 Easy and clean user interface	Pros 11 Sales Pipeline 5 Great Dashboards 4 Simple data import & export 4 Google Apps Integration 3 Mail Chimp Integration
Integrations
Mailchimp G Suite	Mailchimp G Suite Zapier Mad Mimi Zendesk Xero mailparser.io Wufoo Formstack Geckoboard	No integrations available

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

Salesforce Sales Cloud

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.

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.

OnePageCRM

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

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.

Odoo

It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.

Zoho CRM

Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.

Salesforce

It is a customer relationship management solution that brings customers and companies together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Microsoft Dynamics 365

It focuses mainly on sales, marketing, and service sectors, but Microsoft has been marketing it as a CRM platform and has been encouraging partners to use its proprietary framework to customize it.

Salesforce Service Cloud

It is customer service software that delivers in the cloud. It is a social customer service application that empowers companies to manage all customer information and service conversations in the cloud.