Compare Pipedrive vs Sellsy vs Forecast

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:

Sellsy is the all-in-one solution to manage every facet of your sales business. It generates leads, manages payments, preserves customers, and much more.

The fact that Sellsy is an all-in-one, coherent solution sets it apart from all others in its market. Sellsy offers complete access to ALL your entered data, wherever you would intuitively need it. With Sellsy there is no need to hassle with multiple, incompatible software.

Sellsy is used to manage all points in the business cycle, and is adaptable to fit exactly to the needs of your business.

· ACQUIRE:
Sellsy includes the best lead generation tools in one convenient package: lead tracking and scoring, marketing automation, landing pages, blog, and website. You name it, we provide it.

· CONVERT:
Engage your leads with the personal touch of Sellsy: send quotes or proposals. Get faster engagement with embedded e-signatures. Stay on top of all tasks and projects with our CRM, project management, and collaborative features.

· SELL:
Easily convert proposals to invoices. Send them with a payment link from your favorite gateway and get paid faster. Streamline accounting with exports- you can even invite your CPA in your account! And don't worry, Sellsy will calculate your expenses, profits, and margins for you.

· NURTURE:
Stay on top of customer success with Sellsy's marketing tools that allow you to send ultra-targeted emails or text message campaigns. Preserve customer loyalty our organized customer service management system.

Join our other 15,000 happy users. Increase your efficiency and boost your sales with Sellsy today.

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:

• Referral Tracking
• Audience Targeting
• Google Apps Integration
• Batch Permissions & Access
• File Sharing
• Lead Management
• Task Scheduling/Tracking
• Lead Scoring
• Project Management
• Marketing Automation
• Email Integration
• Customer Management
• Scheduling
• Dashboard
• Calendar Management
• Multi-User
• Multi-Currency
• Notifications
• Supplier Management
• Inventory Tracking
• Billing/Invoicing
• Contact Management
• Data Export
• Data Import
• CRM Integration
• Expense Tracking
• Accounts Receivable
• API
• External Integrations

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:

• Sellsy is a cloud computing platform so you can reach your data anytime, anywhere.

• Sellsy is effective. It is proved to increase efficiency and boost sales.

• Sellsy is simple and user-friendly; but of course! Our users are at the heart of what we do.

• Sellsy is comprehensive. It's many solutions packed up in one product.

• Sellsy is efficient. It practically does the work for you so you can focus on what’s important!

• Sellsy is intuitive so that you can reach your data wherever you might intuitively need it.

• Sellsy is assistive. Have questions? It’s easy to call or check our thorough FAQ pages.

• Sellsy's collaborative tools allows your team to work together on projects with ease. Always see your progress and who's working on what!

• Selly's automation features saves time for your team exponentially.

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.

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:

Who are the main user groups of this service?

• Sellsy is used by a wide range of businesses. It can be used no matter whether selling products or services, doing rentals or subscriptions, online or in store, B2B or B2C, profit or non-profit, or simply managing projects.

What is this service generally used for?

• Sellsy is generally used to manage any and all points in the business cycle.
  The generation and management of prospects
  The management of business documents and administration
  The preservation of customers
  The collaborative organisation of all tasks and customer requests

What platforms does this service support?

• Sellsy is a cloud computing platform so it can be accessed anywhere from the internet, on computers, tablets, or mobile devices.

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

• Yes, Sellsy offers webinars, customer support, and a thorough FAQ page.

Does this service integrate with any other apps?

• Sellsy connects with many apps including Google and Outlook, and all apps can be connected through our API.

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

• Yes. Our multi-user capacity and collaborative tools are one of our strong points, in fact.

Does this service offer an API?

• Yes, Sellsy is an open system that can inter-connect with many external systems through its API.

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:

Publisher:

Publisher:

Other:

• Personal
• Freelance
• Startups
• SMEs
• Agencies

• Web App

• iOS
• Android

Other:

• Startups
• SMEs
• Agencies
• Enterprises

• Web App

• iOS
• Android

Other:

• Startups
• SMEs
• Agencies
• Enterprises

• Web App

• iOS
• Android