Compare BankSight vs Pipedrive vs Highrise

Pipedrive

CRM
 (665)

Highrise

CRM
 (4)
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Crozscore:

54%
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24%
interest falling

Crozscore:

92%
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92%
51%
interest falling

Crozscore:

85%
what is this?
85%
55%
interest falling
BankSight screenshot Pipedrive screenshot Highrise screenshot view 5 more

Software Description:

BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell & referral ratios that increase revenues, and more loyal, committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers.

BankSight Intelligent Banking CRM is powered by banking-specific machine learning technologies and is purpose-built for community and regional banks, and credit unions. BankSight runs on Microsoft Azure and Dynamics 365. BankSight solution sets include:

  1. Perfect Small Business Outreach - Improve how well you market to small businesses in your community by giving your bankers timely insights, events, and alerts about new opportunities.

  2. Reduce Valuable Customer Churn - Automatically flag transactions—from auto-payment cancellations to money in motion—so your bankers can proactively reach out to at-risk customers.

  3. Protect and Expand Lending Relationships - Make it easier for your bankers to monitor loans, renewals and pre-screens, and to capture new lending applications—because your current customers are often your most loyal customers.

4.Attract Investment Advisory Services - Attract more wealth management advisory services by identifying customers most likely to benefit from your offerings.

Community and regional banks and credit unions are increasingly facing cutthroat competition and market challenges from a combination of forces including upstart fintechs, the largest national banks and regulatory compliance requirements. BankSight helps community and regional financial institutions protect their most valuable customer relationships while improving their customers' financial futures.

Software Description:

Pipedrive is a sales management tool built for salespeople by salespeople. Used by more than 50k sales teams globally, it helps to see the big picture, then gives step-by-step guidance to keep everyone focused on the activities that drive deals to close. With Pipedrive nothing falls through the cracks. It is easy to use and helps to keep focus, so your team will love to use it and you can trust the data in the system. Its simple to get started, but powerful enough adapt to any sales process.

Software Description:

Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.

Features:

  • Dashboard
  • Customer Management
  • Multi-User
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • 2-Factor Authentication
  • Batch Permissions & Access
  • External Integrations
  • Contact Management

Features:

  • API
  • Dashboard
  • Email Integration
  • History/Version Control
  • Lead Management
  • Lead Scoring
  • Contact Management
  • Contact Sharing
  • Project Management
  • CRM Integration
  • Data Import
  • Forecasting
  • Expense Tracking

Features:

  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Project Management
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • Data Visualization
  • 2-Factor Authentication
  • Contact Sharing
  • Contact Management
  • External Integrations
  • Batch Permissions & Access
  • File Sharing

Summary:

  • Intelligent Banking CRM including a Commercial Lending Deal Builder Application

  • BankSight runs on Microsoft Azure and Dynamics 365

Summary:

  • Contact Histories: In the Contacts portion of the application, users are able to search for contacts by name or organization.

  • Timeline Views: Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.

  • Sales Forecasting: Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.

  • Sales Pipelines:We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organised and stay in control of a complex sales process.

  • Reporting Capabilities: With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.

  • Email integration: Stop wasting time in your inbox We offer two easy and time-saving ways to track email conversations. In addition, we'll connect your emails automatically to your contacts and deals, so you'll have a full overview of everything that's happening with a prospect in one place. You’ll save time and improve sales productivity.

Summary:

  • Sharing: Share an address book; Store important emails; Attach documents and files; Control who sees what with easy privacy settings.

  • Task Tracking & Reminders: Keep track of important tasks; Assign tasks to team members; Get reminders via email or SMS.

  • Communication Management: Send emails to contacts; Import contacts via CSV; Connect 3rd party tools like MailChimp.

Pricing:

  • Credit card required: N/A
  • $12 per user per month, with 30 days free trial.

Pricing:

  • Credit card required: N/A
  • Free: 2 users, no files, 250 contacts.
    Solo: $29/month; 1 user; 20,000 contacts.
    Basic: $24/month; Up to 6 users; 5,000 contacts.
    Plus: $49/month; Up to 15 users; 20,000 contacts.
    Premium: $99/month; Up to 40 users; 30,000 contacts.
    Max: $149/month; Unlimited users; 50,000 contacts.
    Contact them support@highrisehq.com for additional options.

FAQs:

    Does this service offer an API?
  • BankSight offers over 1000+ APIs that can be leveraged for clients.

  • Who are the main user groups of this service?
  • BankSight is purpose-built for customer representatives and bankers at community and regional banks, and credit unions.

  • Does this service offer multi-user capability (e.g. teams)?
  • BankSight has a deep banking-authorization model that enables access and controls from the business-level, to teams, to individuals.

  • What platforms does this service support?
  • BankSight runs on Microsoft Azure and Dynamics 365.

  • What are some applications this service is commonly used in tandem with?
  • BankSight integrates with PowerBI, Office365, Linkedin, and other Microsoft products. BankSight has pre-built integration to common Core Banking applications and 3rd party financial data including TransUnion and CoreLogic.

  • Does this service offer guides, tutorials and or customer support?
  • BankSight offers guides, tutorials, and 24/7 customer support.

  • What is this service generally used for?
  • BankSight including Dynamics 365 can be used to market, sell, and service to customers.

FAQs:

    Who are the main user groups of this service?
  • Sales departments in small and mid-sized businesses.

  • What is this service generally used for?
  • Pipedrive is used as a sales pipeline management tool.

  • What platforms does this service support?
  • This solution works on both desktops and mobile devices, thanks to native iOS and Android applications.

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive is commonly used with dapulse, ActiveCampaign, and Userlike Live Chat.

  • Does this service integrate with any other apps?
  • Pipedrive integrates with multiple of third-party applications, including Dropbox, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.

  • Does this service offer an API?
  • It offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: FAQs, a Knowledge Base, Online Support, Phone Support, Video Tutorials.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...

  • What platforms does this service support?
  • It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.

  • Who are the main user groups of this service?
  • Main users of Highrise are small and medium-sized business owners.

  • What is this service generally used for?
  • It is used as a contact management platform.

  • What are some applications this service is commonly used in tandem with?
  • Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.

  • Does this service integrate with any other apps?
  • Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.

  • Does this service offer guides, tutorials and or customer support?
  • They offer online support and video tutorial.

  • Does this service offer an API?
  • It offers integration with many 3rd party tools via API.

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Publisher:

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Publisher:

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Likes:
Followers:
2.68k

Other:

Who uses BankSight
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Pipedrive
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Korean, Spanish, Portuguese, German, French, Italian, Norwegian, Turkish, Finnish, Japanese, English, Estonian, Dutch
Regional Restrictions:
No restrictions.

Other:

Who uses Highrise
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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