Salesforce vs. Insightly vs. Pipedrive

Are you comparing Salesforce vs. Insightly, among other CRM software tools? Choosing the right CRM system for your sales team can be an overwhelming process. With so many important factors to consider, we’ve laid out some critical comparison points to help you make the right decision for your business needs.

Which CRM to choose?

Since there isn’t a “right” tool that fits everyone’s needs, you need to take a look at your specific business requirements to find the matching tool. So, when you’re evaluating Salesforce vs Insightly, we recommend to include Pipedrive in your list of candidates.

Pipedrive’s visual and intuitive sales pipeline view drives your team’s sales by making sure no one ever forgets to follow up on an important deal. Complemented with native mobile apps and activity reminder notifications, Pipedrive makes sure you focus on the right deals wherever you are.

5 things to consider before choosing a CRM
5

Quality of support

If a software error can cost you a big deal then you can’t afford to wait five working days for an email response. Look for a tool that offers live chat or phone support during your business’ operating hours with a solid reputation to boot.

4

Your budget

Free is not always free, but there are some great low cost solutions available on the market. Expensive solutions aren’t necessarily the best ones, but if you do find a great tool that’s outside your price range, evaluate if spending more would benefit you in the long term.

3

Customizability

Being able to customize your CRM software while expanding your customer base is the key staying agile. Changing with your environment is the key to success, which means your tools need to be equally adaptable.

2

Your industry

A project management system will not benefit your sales team as much as a specialized sales CRM. If you’re trying to sell, you need software that takes sales budgets, targets, sales stages, and deadlines into account.

1

Your team’s size

CRM software is not a “one-size-fits-all” solution, and you don’t need an enterprise tool for a team of five salespeople. It’s critical that you pick a CRM that suits your team’s size and plans for scaling in the future.

Why choose Pipedrive over Salesforce or Insightly?

  • Brings control to complex sales processes
  • Is built specifically for sales
  • Is based on an activity-based sales methodology that ensures follow-up
  • Is packed with features and extremely customizable
  • Offers real-time support
  • Is easy to scale as your team grows
  • Has more than 60 integrations with other leading software

What our customers have to say

Pipedrive supports our sales strategy perfectly. The visual and easy to use deal page makes it simple to glance at open deals, and I can easily pull a report and see conversions in seconds. So glad I made the switch to Pipedrive. It's easy to set up, beautifully made, and inexpensive.
Christopher Mann,
Director of Sales and Marketing, BizHaus
Having a powerful CRM tool such as Pipedrive in our arsenal has been essential to the success of our sales team. With its easy-to-use and well-designed interface, it definitely keeps us organized and on track!
Kristel Kruustük,
Founder & CEO, Testlio
It has made our sales department more effective and efficient. It's easy to use and it's constantly updated.
Ana Rinck,
Operations Manager, BAKERpedia
Pipedrive has helped visualize our sales landscape in realtime, and has become an integral component of our process. My favorite features are the reports and activity notifications. Pipedrive ensures no rock goes unturned.
Garrett Winder,
Managing Partner, Good Work
It brings a lot of organization to our workflow, it’s customizable and connects with all the other apps and programs we use.
Jenni Kight,
Executive Producer, Stouthouse Media
As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive. My favorite feature is the automated pop-up forcing the next step.
Ryan Roberts,
Founder & CEO, Bustld, LLC

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Salesforce vs. Insightly | CRM Software Comparison | Pipedrive
Salesforce vs. Insightly | CRM Software Comparison | Pipedrive