G2 reviewers report that Pipedrive excels in user experience, with many praising its intuitive design and visual pipeline management. Users appreciate the drag-and-drop functionality, which allows them to easily track deals and move opportunities through stages without complexity.
Users say that Insightly CRM offers a unique advantage by combining CRM and project management features in one platform. This integration allows users to track customer interactions from lead generation to project delivery, which some find particularly beneficial for maintaining organized workflows.
Reviewers mention that Pipedrive's implementation process is notably smooth, with many users highlighting the effective onboarding wizard that helps teams get started quickly. This ease of setup contributes to a more efficient transition compared to other platforms.
According to verified reviews, Insightly CRM is recognized for its relationship mapping feature, which visually represents contacts and their connections. This functionality is appreciated by users who value a clear overview of their customer relationships.
G2 reviewers indicate that Pipedrive has a higher overall satisfaction score, reflecting its strong performance in areas like ease of use and quality of support. Users frequently mention the helpful activity reminders that keep them organized and on track with their sales processes.
Users highlight that while Insightly CRM is easy to use, it sometimes lacks the depth of features found in Pipedrive, particularly in sales analytics and reporting capabilities. This can be a drawback for teams that rely heavily on data-driven insights for decision-making.
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
What is the best way to use email marketing with Pipedrive?
3 Comments
JB
We use the Pipedrive CAMPAIGNS feature inside of Pipedrive to send out mass / bulk emails that are personalized with 'merge' fields. The interface & builder...Read more
How do I move deals between stages with any email marketers?
2 Comments
RL
If you are asking about integration between PD and an email marketing platform (like MailChimp), the easiest way is through Zapier.Read more
Does anyone integrate Pipedrive with Infusionsoft?
2 Comments
PR
This can be done if we write an API that would work seamlessly. There should be no problem. You cAn contact us if you would like some help. Priyanka@navsoft.inRead more
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