Compare Outseta vs Insightly vs Pipedrive

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Outseta

 1 ratings CRM

Insightly

 624 ratings CRM

Pipedrive

 1055 ratings CRM
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About Outseta

Outseta gives SaaS start-ups the basic tools they need to:

  • Keep complete account records for every prospect and customer
  • Send email communications to prospects and customers
  • Provide personalized customer service
  • Register and authenticate users, manage subscriptions
  • Bill and accept payments from customers
  • Report on key SaaS metrics
  • Track every customer interaction, from lead capture to lifetime value

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).

About Pipedrive

Say goodbye to scattered sales data, forgotten follow-ups and jumbled up conversations. Organize your whole sales process in one place to save your time and sanity. We automate mind-numbingly repetitive tasks like sending emails and tracking calls, and open new ways for leads to come to you – so you can reclaim your day. Use dashboards and reports to never lose sight of the big picture and let your team zero in on success.

Get started right away with easy account setup and data import from spreadsheets or other CRM tools. Customize your pipeline to match your sales stages, then start dragging and dropping deals to “won”. Our 24/7 live customer support always has your back, day or night.

Join more than 100,000 sales teams around the world that use the CRM rated #1 by SoftwareReviews in 2019. Start your free 14-day trial and get full access – no credit card needed.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • Subscription businesses start here

  • CRM

  • Sales pipeline management

  • Subscription management and billing tools

  • Email marketing

  • Help desk and knowledge base

  • Subscription metrics and reporting

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

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.

Pricing

Founder's Plan

Free
Included in plan:
  • All features, up to 250 contacts

Scaling Plan

$99.00
unlimited user(s) / month
Included in plan:
  • All features
  • Unlimited users
  • Unlimited contacts
  • Unlimited emails

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes, the have a publicly accessible knowledge base so customers can self-serve as well as email support. All customers are also given direct access to our founding team.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, all of our plans offer unlimited users.

  • Does this service offer an API?
  • Yes, we have a publicly available API.

  • Who are the main user groups of this service?
  • Early stage SaaS and other subscription businesses.

  • What is this service generally used for?
  • We allow subscription start-ups for focus on building their minimum viable product; we provide all the software tools required to stand up and operationalize a subscription business within a day. We offer a fully integrated tech stack that offers CRM, subscription billing, customer communication, and reporting tools.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

  • What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

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.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Outseta
  • Freelance
  • Startups
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
US Only Subscription Billing Software

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions:
n/a

Other

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