InsightlyCustomer Management
(based on 30 reviews)
InfusionsoftCustomer Management
(based on 9 reviews)
PipedriveCustomer Management
(based on 26 reviews)

Product Overview

InsightlyCustomer Management
  • CRM and project management solution for SMBs.

  • Enables businesses to create strong relationships with customers.

  • Created for businesses with one to 200 employees.

  • Integrates with many of the most popular business apps.

  • Linking feature gives users a 360-degree view of their business networks.

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Read the full GetApp Analysis

InfusionsoftCustomer Management
  • Automates sales and marketing processes to ensure brand consistency and your ideal customer journey

  • Helps small businesses grow sales, get organized, and save time

  • Handles the sales and marketing tasks that entrepreneurs dread

  • Used by more than 20,000 small businesses

  • Includes features for marketing automation, online sales, lead scoring, custom quoting, contact management, and list segmentation

  • Saves businesses time by housing all sales processes within one system

Read the full GetApp Analysis

PipedriveCustomer Management

Pipedrive is a simple, yet powerful sales pipeline management tool loved by small and medium sized sales teams. It's built hand-in-hand by hardcore salespeople and ex-Skypers.

Read more about Pipedrive

The Most Favorable Review

InsightlyCustomer Management
ilovepurple25th of March, 2014 04:15

Awsome Insightly

Insightly is Awesome! That's all I can say. :)

Read all 30 reviews

InfusionsoftCustomer Management
Walter Bergeron, Walter Bergeron-Business Growth and Liberation14th of May, 2014 17:20

Helped me to build and then sell my company for 8 figures!

Flexibility. If I want to send emails, no problem. Faxes - Done. Internal communications - No problem.

Read all 9 reviews

PipedriveCustomer Management
Michael Bradley, Commercial Manager at Flexachem Manufacturing Ltd2nd of January 04:03

Pipeline management resource

For project and significant quote progression, Pipedrive offers the user a very effective and straight forward method to support your business needs. Users gain operating fluency very quickly and it is a very valuable resource in visualising the state of your opportunities landscape..

Read all 26 reviews

The Most Critical Review

InsightlyCustomer Management
Lili A Bowers28th of March, 2014 08:15

Never Again!!

I used to be one of Insightly's greatest supporters. I have been using the system for a year and had everything regarding the sales efforts of the company I work for programmed in there.

Read all 30 reviews

InfusionsoftCustomer Management
Business Manager ( company, 2-10 employees)20th of November, 2014 16:19

Not suited for a small business with existing CRM

Do not subscribe to this solution if you have an existing CRM and/or don’t have about 20 hours per week over four weeks to attend training and setup campaigns. They push their products to small businesses but I don’t see how a business owner can set up the product, take care of sales, and do the actual work.

Read all 9 reviews

PipedriveCustomer Management
Jim Calmer, Financial Planner/Principal at CFP Group Pty Ltd11th of December, 2014 20:32

Not impressed

Not impressed, replicates a system I use in excel which is free.

Read all 26 reviews

Features

InsightlyCustomer Management
  • Powerful email integration with Google Apps
  • Free up to 3 users
  • Fast Search of Everything You've Stored
  • Automatic Address Book
  • Track Opportunities/Pipelines
  • Customer Relationship Management

Read more about Insightly

InfusionsoftCustomer Management
  • CRM
  • Marketing Automation
  • E-Commerce
  • Built-in metadata and keyword fields
  • Drag and drop to craft and publish landing pages
  • Web Forms

Read more about Infusionsoft

PipedriveCustomer Management
  • Sales Pipeline View - great overview of sales
  • Contact History
  • Full Customization
  • Email integration
  • Goal Setting & Reporting
  • Roles & Organizational Hierarchy

Read more about Pipedrive

Screenshots

InsightlyCustomer Management

6 screenshots available

InfusionsoftCustomer Management

6 screenshots available

PipedriveCustomer Management

9 screenshots available

Pricing Information

InsightlyCustomer Management

Pricing model: Freemium, Subscription
Free Trial: Available

Learn more about Insightly pricing

InfusionsoftCustomer Management

Pricing model: Subscription

Learn more about Infusionsoft pricing

PipedriveCustomer Management

Pricing model: Subscription
Free Trial: Available

Learn more about Pipedrive pricing

Typical Customers

InsightlyCustomer Management
  • Freelancers
  • Mid Size Business
  • Non Profits
  • Small Business

Read more about Insightly

InfusionsoftCustomer Management
  • Freelancers
  • Small Business

Read more about Infusionsoft

PipedriveCustomer Management
  • Freelancers
  • Mid Size Business
  • Non Profits
  • Small Business

Read more about Pipedrive

Support

InsightlyCustomer Management
  • FAQs
  • Knowledge Base
  • Online Support
  • Video Tutorials

Read more about Insightly

InfusionsoftCustomer Management

No information available

Read more about Infusionsoft

PipedriveCustomer Management
  • FAQs
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials

Read more about Pipedrive

Supported Devices

InsightlyCustomer Management
  • Android
  • Mobile Web App
  • Web-based
  • Windows Phone
  • iPhone-iPad

Read more about Insightly

InfusionsoftCustomer Management
  • Mac
  • Web-based
  • Windows

Read more about Infusionsoft

PipedriveCustomer Management
  • Android
  • Linux
  • Mac
  • Mobile Web App
  • Web-based
  • Windows
  • iPhone-iPad

Read more about Pipedrive

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