 |
Insightly vs Pipedrive
June 04, 2023 | Author: Sandeep Sharma
9
Insightly is a great tool to help small businesses deal with the vital task of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact - from background, email history and important dates, to any projects or opportunities in which they have participated
23
Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. A simple and visual sales pipeline tool that teams love to use
Insightly and Pipedrive are both customer relationship management (CRM) platforms that offer features to help businesses manage their sales processes and customer interactions, but they have different strengths.
Insightly is a comprehensive CRM platform that provides a wide range of features beyond just sales management. It includes project management capabilities, contact management, email integration, and workflow automation. Insightly is suitable for businesses that require a robust CRM solution that can handle multiple aspects of their operations, such as sales, marketing, and project management.
Pipedrive, on the other hand, focuses primarily on sales pipeline management and is known for its user-friendly interface and simplicity. It offers a visual sales pipeline view, deal tracking, and activity management features. Pipedrive is particularly popular among small and medium-sized businesses that prioritize sales management and want a streamlined and intuitive CRM tool.
See also: Top 10 Online CRM software
Insightly is a comprehensive CRM platform that provides a wide range of features beyond just sales management. It includes project management capabilities, contact management, email integration, and workflow automation. Insightly is suitable for businesses that require a robust CRM solution that can handle multiple aspects of their operations, such as sales, marketing, and project management.
Pipedrive, on the other hand, focuses primarily on sales pipeline management and is known for its user-friendly interface and simplicity. It offers a visual sales pipeline view, deal tracking, and activity management features. Pipedrive is particularly popular among small and medium-sized businesses that prioritize sales management and want a streamlined and intuitive CRM tool.
See also: Top 10 Online CRM software
Insightly vs Pipedrive in our news:
2023. Pipedrive unveiled AI-powered sales assistant
Pipedrive, the user-friendly and efficient sales CRM designed for small businesses, has unveiled its new AI-driven Sales Assistant, currently in beta. This innovative tool offers sales professionals insights into a deal's likelihood of success and suggestions for optimal next steps, significantly enhancing the chances of closing deals successfully. Companies that leverage the Sales Assistant experience a threefold increase in deal closures compared to those who don't. By incorporating AI capabilities into the Sales Assistant, Pipedrive aims to empower sales teams with targeted and actionable guidance, enabling them to further elevate their performance. The integration of AI into the Sales Assistant equips small businesses with a virtual assistant that utilizes cutting-edge technology to help them prioritize tasks, focus on key deals, and identify potential challenges in their sales pipeline.
2020. Sales CRM Pipedrive becomes unicorn
The latest European company to achieve unicorn status is Pipedrive, the sales CRM tool catering to small and medium-sized businesses. The company recently secured a majority investment from Vista Equity Partners, a U.S.-based private equity firm specializing in enterprise software. This investment has elevated Pipedrive's valuation to an impressive $1.5 billion. Pipedrive has always distinguished itself as sales software prioritizing the needs of salespeople, rather than just their managers. It was developed by sales professionals, for sales professionals. However, the platform has evolved into a comprehensive CRM solution that encompasses marketing functionalities as well. Pipedrive proudly boasts a user base of 95,000 companies relying on its software.
2017. Pipedrive CRM gets $17M
Pipedrive, a CRM platform specifically developed to enhance sales for SMBs, has successfully secured $17 million in Series B funding. The newly acquired capital will be allocated towards product and technological advancements, expanding the partner ecosystem, and global marketing efforts. Pipedrive boasts a customer base of over 30,000 small businesses from 140+ countries, positioning itself as a formidable competitor against well-established players in the SMB CRM space. Originally recognized for its sales software catering primarily to salespeople rather than managers, Pipedrive has evolved into a comprehensive CRM platform. It has achieved this by integrating with over 50 online software solutions and consistently adding new integrations each month. These integrations encompass a range of business tools including Google Apps, Trello, Zapier, Mailchimp, Yesware, and Pandadoc.
2015. Cloud-Based CRM Pipedrive gets $9 Million funding
Pipedrive, a SaaS CRM tool designed to assist small companies in managing and boosting sales, has successfully concluded a Series A funding round, raising $9 million. With a focus on small to medium-sized businesses, Pipedrive has gained popularity among various tech companies, including Fortumo, Postmates, FalconSocial, and Blippar. The primary objective of Pipedrive is to address the shortcomings of traditional CRM/sales software by streamlining the user experience. Conventional CRM solutions often demand excessive data entry and lack clearly defined workflows, leading to user dissatisfaction and, ultimately, missed sales opportunities. In contrast, Pipedrive offers a more intuitive approach with its visual dashboard, presenting deals in a pipeline format that spans from initial contact and contract negotiations to finalized deals. Notable competitors in the CRM market for Pipedrive include Zoho CRM, Base, Capsule, Insightly, and PipelineDeals. Furthermore, within the CRM landscape, all players compete against Salesforce at the high end and the humble spreadsheet at the lower end.
