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.
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Target market |
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|---|---|---|
| Mid - large size businesses | Small businesses | Small - mid size businesses |
Ease of set-up |
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| 5/10 | 7/10 | 9/10 |
Free trial |
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| 14 days | 14 days | 14 days |
Price(per user/ per month) |
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| $25 - $300 | Free - $129 | $10 - $75 |
Platforms |
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| Web/ iOS/ Android | Web/ iOS/ Android | Web/ iOS/ Android |
Google Apps rating |
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| 3.9/5 | 3.8/5 | 4.4/5 |
iOS app rating |
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| 4.5/5 | 3/5 | 4.5/5 |
Customization |
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| (restricted, paid) | (free) | |
Reporting & analytics |
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Customer support |
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| (email only) | ||
API |
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| (paid) | (open) | (open) |
Knowledge base |
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Free, easy to set up, no credit card required
If a large sales deal is in the balance because of a software error, you can’t afford to wait five working days for an email response. Look for a system with live chat or phone support during your business’ operating hours, and a good-to-stellar reputation for customer service.
Free is not always free, but there are some excellent inexpensive solutions on the market. If your choice of solution suits your business’ size, focus, and customization needs and is inexpensive, celebrate the price and get on with selling. If not, consider the benefits and value of spending more.
Small companies need the ability to customize CRM software quickly, while growing their customer base. Large companies look to CRM software as a system of record to ensure greater continuity with customers, and generally need outside help to customize their CRM.
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 into account sales budgets, targets and reporting, on top of stages and deadlines.
CRM software is not a “one-size-fits-all” solution. You don’t need an enterprise tool for a team of five salespeople. It’s critical to ensure you pick a CRM that suits your team’s size and ambitions.
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.
Love this program. It is the only CRM that I actually want to use. Having a CRM that you don't want to use leads to your team not using it. What's the point of that. Pipedrive is built by sales people, for sales people.
Shout out to the Pipedrive team for building a perfect small business CRM. Finally organized with prospects, contacts & outreach. Very happy!
Pipedrive is easy to navigate, easy to customize, and I love the at-a-glance dashboard. Also scheduling tasks and next steps is super simple. This is the CRM I've been waiting for.
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