Compare Pipeliner vs Salesflare vs Insightly

Insightly

CRM
 (581)
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Crozscore:

83%
what is this?
97%
40%
interest falling

Crozscore:

93%
what is this?
98%
39%
no significant changes

Crozscore:

89%
what is this?
87%
49%
no significant changes
Pipeliner screenshot view 5 more Salesflare screenshot view 3 more Insightly screenshot

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:

Salesflare is an intelligent sales CRM that fills out itself so its users don’t have to. It thinks for you so you can think for your customers.

No more manually inputting data. From the start, Salesflare automatically collects everything about the people you’re in contact with (from stuff like social media, email signatures, company databases) and will keep track of all their interactions with you (phone, email, calendar). You just have to write the emails, make the calls and have the coffee.

Salesflare will make sure you’ll never miss a follow-up again. It automatically converts complexity into clear to-do lists from the data it gathers on customer activities and interactions towards you. It will tell you which leads are 'hot' and what to do about it. One quick glance at the pipeline-interface shows you all your opportunities and the stages they’re in.

Salesflare integrates with email clients such as Gmail & Outlook. It works everywhere you work: desktop, mobile and tablet devices. Or straight from your Gmail or Outlook inbox, where it can sit right next to your emails. 400+ other apps such as MailChimp, Slack and Trello can be connected via Zapier. For the techies it has a friendly yet powerful API to go nuts on.

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.

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:

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

Features:

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

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:

    No key features associated with this application.

Pricing:

  • Starting from: $25.00/month
  • Credit card required: N/A
  • Price: per user monthly, billed annually, with free trial.

Enterprise

$125.00
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:

    Does this service integrate with any other apps?
  • Salesflare seamlessly integrates with Gmail, Google Drive and Google Apps. It's also very friendly with Zapier, enabling it to integrate with 400+ productivity apps such as MailChimp, Trello, Slack and many more.

  • Does this service offer an API?
  • REST API for the win!

  • What are some applications this service is commonly used in tandem with?
  • Salesflare will be best friends with your Gmail or Outlook inbox; from there on out, it can be connected to a lot of other great apps to help your workflow via Zapier. Some common examples include MailChimp, Trello and Slack.

  • What is this service generally used for?
  • Salesflare is used for sales flow automation and sales pipeline management.

  • What platforms does this service support?
  • Salesflare works everywhere you work: desktop, mobile and tablet devices (native iOS and Android apps).

  • Does this service offer guides, tutorials and or customer support?
  • Online support, phone support and whatever way you want to get in touch with us. Tutorials, FAQs and how-to-videos in the making.

  • Does this service offer multi-user capability (e.g. teams)?
  • Salesflare is all about teamwork.

  • Who are the main user groups of this service?
  • Ambitious sales teams in startups and small-to medium-sized businesses.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
2-10
Likes:
Followers:

Publisher:

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

Other:

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

Other:

Who uses Salesflare
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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