Compare Pipeliner vs Insightly

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Pipeliner

 431 ratings CRM

Insightly

 18 ratings CRM
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About Pipeliner

Pipeliner CRM delivers everything a high-performing sales team needs to proactively manage its revenue:

  • Sales-friendly interface
  • Automatizer: Built-in Automation Engine
  • Simple, non-tech admin
  • Instant dynamic visualized reporting
  • Integrates with everything
  • Mobile App with built-in AI

Rapid adoption = faster ROI
and Everything included = lower TCO

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).

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
  • Pipeline Management

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
  • Pipeline Management

Summary

  • Auto Calculated Fields

  • Account and Contact Management

  • Relationship Mapping

  • Sales Forecasting & Reporting

  • Sales Opportunity Management

  • Lead Generation

  • Contact Management

  • Business Intelligence

  • Opportunity Tracking

  • Lead Management

  • Pipeline View

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.

Pricing

  • Starting from: $45.00/month
  • Credit card required: No
  • Price: per user monthly, billed annually, with free trial.

Starter

$45.00
1 user(s) / month
Included in plan:
  • Basic sales management, tracking and collaboration.

Business

$65.00
1 user(s) / month
Included in plan:
  • Custom Pipeline Sales Activities
  • Activities 1-to-Many to Any
  • Task Board
  • Navigator
  • Custom Pipeline Sales Actions
  • Account, Contact, Lead, Opportunity Management
  • Opportunity & Lead Pipeline View
  • Email Integration
  • Mobile Apps (iOS and Android)
  • Standard Reports
  • MS Office & Gmail Add-ins

Enterprise

$90.00
1 user(s) / month
Included in plan:
  • Sales Forecasting Reports
  • Advanced Reports
  • Account Hierarchy
  • Visual Buying Center
  • Visual Org Chart
  • Performance Insights
  • Account, Contact, Lead, Opportunity Management
  • Opportunity & Lead Pipeline View
  • Email Integration
  • Mobile Apps (iOS and Android)
  • MS Office & Gmail Add-ins
  • Custom Pipeline Sales Actions
  • Custom Pipeline Sales Activities
  • API Actions Limits

FAQs

    What are some applications this service is commonly used in tandem with?
  • Pipeliner is most commonly used together with Pandadoc (CPQ), marketing automation and customer service apps.

  • Who are the main user groups of this service?
  • Pipeliner CRM is for sales managers and their teams of sales professionals in companies of all sizes across various industries who value sales process.

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

  • Does this service offer an API?
  • Yes, Pipeliners features an open API in C#, Java, PHP, Ruby Software Development Kits (SDK’s), which can be accessed and integrated easily by other vendors (and app integrators).

  • Does this service integrate with any other apps?
  • Integrations available: Salesforce Marketing Cloud, Twitter, Xero, ActiveCampaign, MailChimp, FreshBooks, Zendesk, DocuSign, Desk.com, Dropbox, JotForm, Freshdesk, VerticalResponse, HubSpot Marketing, GoToWebinar, Constant Contact, CollabSpot, Microsoft Office 365, Mad Mimi, Box, G Suite, Google Drive, Yesware, SharePoint, Wufoo, Olark live chat, Act-On, PieSync, Magento, Facebook, Freshservice ServiceDesk, Intercom, Microsoft Outlook, Google Calendar, PandaDoc, Eventbrite, WebMerge, Gmail, Google Contacts, OneDrive, Zapier, Kloudless, Capture, HubSpot CRM.

  • What platforms does this service support?
  • Pipeliner CRM is offered in cloud-based or installed version for Windows and Mac OS X operating systems. There are also mobile apps for Android and iOS devices.

  • What is this service generally used for?
  • It is used for customer relationship management as well as pipeline, lead, contact and account management.

  • Does this service offer guides, tutorials and or customer support?
  • They offer: Online Support; Library; Webinars; Tutorials; User Guides.

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.

Vendor Information

Founded:
2007
Based in:
Pacific Palisade
Employees:
51-200
Likes:
Followers:
9.26k

Vendor Information

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

Other

Who uses Pipeliner
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • Blackberry
Languages:
Spanish, Portuguese, French, English, German
Regional Restrictions:
No restrictions.

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

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