Overview

Zoho CRM

Stacks267

Followers207

Votes2

Insightly

Stacks31

Followers32

Votes0

Pipedrive

Stacks357

Followers251

Votes31

Insightly vs Pipedrive vs Zoho CRM: What are the differences?

Customization Options: Insightly offers robust customization options, allowing users to create custom fields, layouts, and modules tailored to their specific business needs. Pipedrive also provides a high level of customization, but it is more streamlined compared to Insightly. Zoho CRM, on the other hand, offers similar customization features but with a focus on simplicity and ease of use for users.
Integration Capabilities: Pipedrive excels in integration capabilities, offering a wide range of third-party integrations with popular tools like Google Apps, Mailchimp, and Zapier. Insightly also provides a good level of integration options, but it may require some development resources for more complex integrations. Zoho CRM has a robust integration ecosystem that includes more than 500 apps and services, making it versatile and highly adaptable to various business needs.
User Interface: Insightly and Pipedrive both feature intuitive and user-friendly interfaces that are easy to navigate. Pipedrive specifically stands out for its visually appealing and simple design, making it a favorite among sales teams. Zoho CRM's interface is clean and organized, catering to users who appreciate a straightforward layout for managing customer relationships.
Pricing Structure: Pipedrive offers a transparent pricing structure with different plans designed to suit varying business sizes and needs. Insightly also provides flexible pricing options, but it may become costly as users scale up and require more advanced features. Zoho CRM stands out for its affordability, offering a free version for up to three users and competitive pricing for additional features and users.
Mobile Access: Pipedrive offers a mobile app that is highly rated for its usability and functionality, allowing users to manage their sales pipelines on the go. Insightly also has a mobile app with essential features for accessing and updating customer information while away from the office. Zoho CRM provides a mobile app that syncs seamlessly with the web application, offering a consistent user experience across devices.
Automation Tools: Pipedrive stands out for its automation capabilities, providing sales automation features that streamline repetitive tasks and workflows. Insightly offers automation tools that are more focused on project management and customer relationship management. Zoho CRM offers a robust set of automation features that can be customized to automate various sales and marketing processes efficiently.

In Summary, the key differences between Insightly, Pipedrive, and Zoho CRM lie in their customization options, integration capabilities, user interface, pricing structure, mobile access, and automation tools.

Advice on Zoho CRM, Insightly, 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.

9.13k views9.13k

Comments

Detailed Comparison

Zoho CRM	Insightly	Pipedrive
Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.	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.	Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
Capture leads from your website- Seamlessly populate visitor data from your website into your CRM system. Publish spam-free forms and create time and context-sensitive contact strategies;Improve your Workflow- Automatically assign leads and customers to the reps best qualified to handle them;Pulse- Identify, target and follow-up on inactive leads. Use what you learn to refine and improve your sales efforts;Forecasting- Link data from the Opportunities Tracking tool to effectively set sales targets, track progress, and allocate resources to achieve your goals;MailMagnet- Reduce email clutter and focus only on what matters; Keep customers emails inside CRM;Mail Merge- Instantly create bulk Mail Merge documents - in either customized or standard templates;Document Library- Organize & share the latest marketing collateral with salespeople;Social CRM- Link customer's LinkedIn, Facebook and Twitter profiles into your Zoho CRM system;CRM On-The-Go- Stay connected and up-to-date wherever you go. Zoho’s Mobile Edition gives you instant access to customer info and sales activity on your iPad, iPhone, Android and BlackBerry devices;CRM for Google Apps- Zoho CRM works seamlessly with Google Apps, making it easy to collaborate, communicate and share. Whether it's Google Email, Docs, Contacts, Calendar or Tasks, everything’s tightly linked within your CRM account;Extend CRM- APIs, Webhooks & Custom Applications;Market Smarter- Campaigns, Mass Email & Autoresponders;Stay Secure- Profiles, Hierarchy, Groups & Data-Sharing	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	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 267	Stacks 31	Stacks 357
Followers 207	Followers 32	Followers 251
Votes 2	Votes 0	Votes 31
Pros & Cons
Pros 1 Lead management 1 Email / Blog scheduling	No community feedback yet	Pros 11 Sales Pipeline 5 Great Dashboards 4 Google Apps Integration 4 Simple data import & export 3 Mail Chimp Integration
Integrations
Zopim FreshDesk Unbounce	Mailchimp G Suite	No integrations available

What are some alternatives to Zoho CRM, Insightly, 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.

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.

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.