Compare Pipeliner vs Insightly vs DealerSocket

Insightly

CRM
 (527)
More Information More Information More Information

Crozscore:

82%
what is this?
97%
41%
interest falling

Crozscore:

92%
what is this?
92%
49%
interest falling

Crozscore:

83%
what is this?
45%
interest falling
Pipeliner screenshot view 5 more Insightly screenshot DealerSocket screenshot view 5 more

Software Description:

Pipeliner is sales and marketing software with interactive visualization tools which can monitor all potential customers within the sales funnel in an organized and dynamic way.

Built with specifically the sales team in mind, Pipeliner CRM is unique in its focus on sales – from a visual, single-screen orientation of the sales pipeline to a comprehensive series of features supporting lead, contact, account and opportunity management.

Pipeliner CRM supports social selling with Twitter, Facebook, LinkedIn and Google+ integrations, allowing its users to view and interact with their accounts and contacts in social environments.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Software Description:

DealerSocket offers a CRM solution for Franchise, Independent, and car dealers to handle fresh ups, phone ups and Internet leads all from one central platform. Many businesses spend a lot of time and money to get test drive appointments, and DealerSocket is taking aim at just this problem.

The platform comes with stylish and intuitive design, along with the dashboard that shows the review of the dealers performance. It streamlines car sales and marketing activities with proactive tools to manage leads, inventory, and customer experience.

The marketing automation module of this solution is mainly intended to create profitable opportunities designed to contact the right customer with the right message at the right time. The marketing features include: Multi-step Campaign Management, Email Marketing, Data Mining, MarketPlace, Reporting, and Call Management.

Features:

  • Customer Management
  • Call Tracking
  • File Sharing
  • Multi-User
  • Email Integration
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • API
  • Forecasting
  • Google Apps Integration
  • Notifications
  • Data Import
  • Multi-Currency
  • Batch Permissions & Access
  • External Integrations
  • Data Export
  • Data Visualization
  • Scheduling
  • Task Scheduling/Tracking
  • CRM Integration
  • Sales Motivator
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Lead Scoring
  • Project Management
  • Social-Media Integration

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Features:

  • Call Tracking
  • Scheduling
  • Lead Management
  • Notifications
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • Marketing Automation
  • Inventory Tracking
  • External Integrations
  • Lead Scoring
  • Dashboard
  • Customer Management

Summary:

  • Auto Calculated Fields

  • Sync Capabilities

  • Team Cloud Collaboration

  • 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:

    No key features associated with this application.

Summary:

  • Customer Database

  • Form Printing

  • Lease Management

  • Multi-step Campaign Management

  • Email Marketing

  • Email Marketing

  • MarketPlace

  • Fresh-ups

  • Phone-ups

  • Internet leads

Pricing:

  • Starting from: $35.00/month
  • Credit card required: N/A
  • Price: per user monthly, billed annually, with free trial.

Enterprise

$85.00
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

Business

$65.00
1 user(s) / month
Included in plan:
  • Activities 1-to-Many to Any
  • API Actions Limits
  • 5 GB Storage
  • Custom Pipeline Sales Activities
  • Custom Pipeline Sales Actions
  • Navigator
  • Task Board
  • Minimum of 3 Users
  • Account, Contact, Lead, Opportunity Management
  • Opportunity & Lead Pipeline View
  • Email Integration
  • Mobile Apps (iOS and Android)
  • Standard Reports
  • MS Office & Gmail Add-ins

FAQs:

    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.

  • Who are the main user groups of this service?
  • Pipeliner CRM is for sales managers and their teams of sales professionals in small and medium-sized businesses across various industries.

  • What is this service generally used for?
  • It is used for customer relationship management.

  • What are some applications this service is commonly used in tandem with?
  • Pipeliner is most commonly used together with: Freshdesk; JotForm; and Xero.

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

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer an API?
  • Yes, it offers API.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: Auto/Mate, AutoStar, Autosoft, CDK Digital Marketing, FEX DMS, DealerTrack, Reynolds & Reynolds, Quorum, MyDealerLot.

  • What is this service generally used for?
  • This service is generally used for CRM, marketing automation, and sales management.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Live Support, Email Support, Phone Support.

  • What platforms does this service support?
  • This is a web-based software, with Android and iOS native apps offered.

  • Who are the main user groups of this service?
  • DealerSocket is used by more than 100,000 users at over 3800 auto dealerships throughout the U.S., Canada, and Australia.

Publisher:

Founded:
2007
Based in:
Pacific Palisade
Employees:
51-200
Likes:
28.1k
Followers:
8.94k

Publisher:

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

Publisher:

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

Other:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses DealerSocket
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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