Compare Pipedrive vs Contactually vs Forecast

Pipedrive

CRM
 (723)
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Crozscore:

92%
what is this?
92%
51%
no significant changes

Crozscore:

83%
what is this?
75%
46%
no significant changes

Crozscore:

93%
what is this?
96%
32%
interest rising
Pipedrive screenshot Contactually screenshot view 5 more Forecast screenshot view 4 more

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:

Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.

It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.

The benefits of using Contactually are made evident in the time saved and through more efficient communication.

Software Description:

Forecast is a cloud-based Project Portfolio Management solution, which makes you able to plan, budget and run projects predictably, and profitably.

We use machine-learning capabilities to predict, and estimate the unknown values you deal with on a daily basis as a project manager. Reports are generated automatically in real-time, and are available on both project-, and business level.

This should all make you able to execute better, and more intelligent business decisions for your organization.

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:

  • API
  • Contact Management
  • Contact Sharing
  • Data Export
  • Data Import
  • History/Version Control
  • Lead Management
  • Task Scheduling/Tracking

Features:

  • Forecasting
  • Data Visualization
  • Data Import
  • API
  • External Integrations
  • Expense Tracking
  • Budgeting
  • Data Export
  • Notifications
  • Project Management
  • Multi-User
  • Scheduling
  • Dashboard
  • Customer Management
  • Payroll
  • Calendar Management

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:

  • The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.

  • Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.

  • Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.

  • Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.

  • Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.

  • Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.

Summary:

  • Project Portfolio Management with machine-learning capabilities

  • Cloud-based software running directly in your browser

  • Real-time automatically generated reports on both project-, and business level

  • Predictable, and profitable agile / scrum and waterfall projects

  • Easy to use

  • Live chat support

Pricing:

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

Pricing:

  • Credit card required: N/A
  • Basic: $29 per month, annually, or 35$ per month monthly.
    Professional: $49 per month, or 59$ per month monthly.
    Enterprise: $99 per month, or 125$ per month monthly.
    All price plans include a free trial.

Free

Free
Included in plan:
  • Up to 2 open projects
  • Plan & run projects
  • Track time
  • Basic insights
  • Basic apps

Professional

$19.00
per user/month (annual plan)
Included in plan:
  • Unlimited projects
  • Plan & run projects
  • Track time
  • Basic insights
  • Basic apps
  • Clients & rates
  • Budget
  • Schedule people (coming soon)
  • AI assistant (coming soon)
  • Customizable insights
  • Phone, chat & email support

Enterprise

$0.00
Call us for pricing
Included in plan:
  • Unlimited projects
  • Plan & run projects
  • Track time
  • Basic insights
  • Basic apps
  • Clients & rates
  • Budget
  • Schedule people (coming soon)
  • AI assistant (coming soon)
  • Customizable insights
  • Phone, chat & email support
  • Premium apps
  • Advanced insights
  • Single sign on (SSO)
  • Uptime SLA
  • Launch success program

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:

    What platforms does this service support?
  • Web-based platform, with mobile apps for Android and iPhone-iPad.

  • Who are the main user groups of this service?
  • The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.

  • What is this service generally used for?
  • The main purpose of Contactually is to offer advanced communication management features.

  • Does this service integrate with any other apps?
  • Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.

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

  • Does this service offer guides, tutorials and or customer support?
  • Their support includes: webinars, FAQ section, email support, phone support, video tutorial.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • There is a full-featured support guide available on the website, and a live chat support ready to help with any questions you might have.

  • Does this service offer an API?
  • Yes.

  • What is this service generally used for?
  • Planning, estimating, and running agile / scrum and waterfall projects. Full-featured with work-breakdown, backlog, storyboard, taskboard and real-time reports. Scheduling, employee utilization, etc. is also nicely integrated and included in the software.

  • What platforms does this service support?
  • Web-app, running directly in your browser.

  • Who are the main user groups of this service?
  • The biggest segment consists of IT, and technology companies that need a project management solution to better predict, budget and report on running agile and waterfall projects. Though, we do also see other types of businesses joining in, incl. organizations and universities.

  • Does this service offer multi-user capability (e.g. teams)?
  • Project managers, and team members are all welcome.

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

Publisher:

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

Publisher:

Founded:
2011
Based in:
Washington
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Copenhagen K
Employees:
11-50
Likes:
Followers:

Other:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Forecast
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Danish, Polish, Spanish
Regional Restrictions:
No restrictions.
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