Want to understand which CRM Software is best among Insightly Vs Pipedrive Vs Salesmate? Let’s jump into!

CRM has taken a massive leap over the last few years from static spreadsheets and contact management system to become an intelligent tool for scaling a business.

CRM applications can help increase sales by up to 29%, sales productivity by up to 34%, and sales forecast accuracy by 42%. It has great potential to drive impact, which is why it has become a preferred choice of sales-driven organizations.

Due to the increasing demand for this cutting-edge technology, many CRM vendors have entered this profitable market. Salesmate, Insightly, and Pipedrive have managed to garner popularity and rise above the others in this competitive market. All three are renowned for their great functionalities and capabilities to help companies improve their conversion rates and boost their business revenue.

But which amongst these three is the best CRM software for you?

Taking business decisions has never been easy. Choosing the best CRM software for your business is one such difficult decision. Salesmate, Insightly, and Pipedrive, all three are amazing CRM software but which one can address your unique business needs? On which CRM can you can rely to improve your sales and customer relationships? Which amongst the three will give you the highest returns on investment? Which among these three is the best CRM software for your business?

Too many questions hovering over your mind?

Fright not, this article will guide you in answering all those questions. Based on the reviews written on various review sites, I have compiled information that you can refer to choose the best CRM software from Insightly Vs Pipedrive Vs Salesmate for your business.

Insightly Vs Pipedrive Vs Salesmate:

1. About the CRM

First let’s get acquainted with Salesmate, Insightly, and Pipedrive before pondering over other factors.

✍ Salesmate

Salesmate is the name that small businesses trust for managing and boosting their sales. It is an intelligent sales CRM that assist companies in converting leads into paying customers. Its clean interface and automated workflows help in saving time at all the stages of the sales cycle.

Salesmate offers infinite integration possibilities and comes with a built-in virtual phone system. It provides real-time reporting and a clear view of the sales pipeline for identifying opportunities, increasing sales velocity, and gaining accuracy through sales forecasting.

Salesmate increases the productivity of sales teams and helps them in winning new customers without breaking their back on busywork. Salesmate can be used from anywhere using multiple devices.

It’s clearly a solid option for startups and small businesses, especially for the real estate segment. By providing a great set of features of agents and brokers, Salesmate is one of the finest real estate CRM in the market right now.

✍ Pipedrive

Pipedrive is a cloud-based intuitive CRM that aids in gaining control over the sales pipeline for closing more leads in less time. It enables businesses to plan their sales activities and monitor leads more efficiently. Pipedrive is one of the best CRM software when it comes to pipeline management.

Pipedrive offers code-free integration and built-in features like pipeline management, sales forecasting and advanced reporting for boosting conversions. It has a robust interface that displays the progress stages for each lead with details for the next actionable item. Pipedrive can be used from anywhere using any device.

✍ Insightly

Insightly is a SaaS-based CRM solution designed for businesses of different sizes. It offers specific, enterprise-level modules for large companies and multi-level organizations. Insightly is among the best CRM software when it comes to project management and delivery system.

It offers Gmail and Outlook plugin and tools for integrating with various other systems. Insightly is used by businesses for relationship linking, project management, workflow automation, quote management, and lead management. It tracks the most relevant lead information and automatically routes leads to the right person so that the sales team follow-up on lead in real-time.

2. User-friendliness

Sales teams don’t prefer to use a system that is complex or difficult to navigate. To leverage the benefits of the CRM features you need to ensure the software is user-friendly.

✍ Salesmate

Salesmate is smartly built with an appealing interface design that is modern and not cluttered. It has a self-explanatory dashboard with zero downtime and is easy to use. Sales teams don’t need to spend hours learning this intuitive software.

✍ Pipedrive

Pipedrive has a user-friendly interface with extensive dashboard content. It is simple to adapt and use. You can find anything you want with minimal effort.

✍ Insightly

Insightly has a simple design that prioritizes the most used features. The interface is clean and easy to navigate, which helps you to stay productive while using the system.

3. Flexibility and customization

You need a flexible and customizable solution that can easily react and adapt to change. You should be able to mold it as per your business requirements to get the maximum benefit out of it.

✍ Salesmate

Salesmate is a perfect combination of versatility and excellent functionalities. It works well with different apps. You can integrate Salesmate with the popular apps you are already using and work more freely while staying productive. Its mobile apps allow you to keep track of your sales from anywhere.

You can add deals to the pipeline, create activities and update records on the go. All the data about your customers are at your fingertips. Besides, this advanced solution offers many customization options.

  • Salesmate allows you to create 200+ custom fields to garner the information you need
  • You can modify your sales pipeline and add, edit or rename the stages as per the different sales process
  • You can easily change the time-zone to target global clients
  • Salesmate comes preloaded with basic activities types like call, task, and meeting. It allows you to create your custom activity type and add an icon to it
  • In Salesmate you can customize the reports for better analysis and forecasting

✍ Pipedrive

Pipedrive allows you to take your pipeline wherever you go. It helps you in being more efficient with your time. Using Pipedrive’s mobile apps, you can stay on top of all your activities.

You can quickly see your sales deals and use the search function to dig out crucial information. It allows you to capture notes and add tasks instantly from your smartphone. Pipedrive can also be tailored to achieve specific goals.

  • It allows you to add required fields aligning with your sales process
  • You can select or deselect any of the sections on the dashboard with a single click
  • Pipedrive allows creating custom currencies to your records

✍ Insightly

Insightly gives you access to important sales data whenever you need it. Its mobile apps make selling seamless.

It allows you to import contacts directly to the mobile CRM apps for connecting with your clients in real-time. It’s flexible calendaring provides you ease in managing upcoming events.

Various customizations are possible in this smart CRM.

  • It allows you to edit page layout and reorganize fields
  • You can customize your branding by changing the logo
  • It allows you to edit the company setting and adjust the default setting to be in line with your company

4. Affordability

Controlling cost is crucial for a small business to grow successfully. So, ensure you choose at a CRM that is cost-effective yet offer the functionality you need to maximize your profit margins.

✍ Salesmate

Salesmate is a CRM that is focused on small businesses. So, it has compiled on the necessary features that a small business needs in their starter plan. Moreover, you don’t need to invest in a separate virtual phone system, reporting tool or automation software. It has all these features built-in for easing small business sales.

✍ Pipedrive

Pipedrive offers all the basic features at an affordable price. But as your small business grows, you’ll need features like automation, product catalog and sales inbox which are available in the slightly expensive plan.

✍ Insightly

Insightly offers a wide array of impeccable features. However, to unlock most of these excellent features, you’ll have to extend your budget.

5. Features

Some CRM systems are loaded with features that a small business doesn’t need. So, don’t waste your precious dollars on such features. Sit with your team and identify the features that can make your sales process better and improve your sales rep’s efficiency.

Below are the features that the three CRM software offers. (Please note the list doesn’t consist of the enterprise plan as it is focused on small business.)

✍ Salesmate

Features Starter $12 Growth $24
Deal Management Yes Yes
Contact Management Yes Yes
Activity Tracking Yes Yes
Company Management Yes Yes
Product and Service Management No Yes
Sales Pipeline Management Yes Yes
Sales Automation Yes (10 workflows) Yes (25 workflows)
Email Tracking Yes Yes
Goal Tracking No Yes
Sales Reports Yes Yes
Team Inbox No Yes
Built-In Calling Yes Yes
Text Messaging Yes Yes
Integration Yes Yes

✍ Pipedrive

Features Silver $12.50 Gold $24.20
Pipeline Management Yes Yes
Goals and Activities Yes Yes
Advanced Reporting Tool Yes Yes
Integration Yes Yes
Activities and Reminders Yes Yes
Sales Forecasting   Yes Yes
Workflow Automation No Yes
Product Catalogue No Yes
Chat and Email Support No Yes
Sales Inbox No Yes
Sales Forecasting Yes Yes

✍ Insightly

Features Plus $29 Professional $49
Lead assignment No Yes
Email scheduling No Yes
Call logging No Add-cost
Automatic call analysis and reporting No Add-cost
Connect to any application No No
Google integration Yes Yes
Contact management Yes Yes
Product management No No
Calendar synchronization Yes Yes

Please note: These are the main features of the software. To view the advanced capabilities of each feature, explore:

Salesmate CRM pricing

Pipedrive CRM pricing

Insightly CRM pricing

6. Industries

Has any company from your industry used this CRM? You need to find out if the companies have experience in serving companies from your industry and whether they can understand your industry’s unique challenges.

Below are the industries that the three CRM systems focus on-

✍ Salesmate

Real Estate | Construction | SaaS | Manufacturing | Hospitality | Finance | Retail | Technology | Logistics | Education | Marketing and Advertising | Design

✍ Pipedrive

Information Technology and Services| Computer Software |Marketing and Advertising

✍ Insightly

Accounting | Animation | Chemical | Entertainment | Hospitality | Human Resource Insurance

Found the best CRM Software for your business?

All three, Insightly Vs Pipedrive Vs Salesmate have advanced capabilities and among the best CRM software in the industry. Each CRM is renowned for its specific functionalities.

Like Salesmate is known for sales automation and built-in calling, Pipedrive is acclaimed for its excellent pipeline management, and Insightly is popular for contact management and project management.

Take a closer look at all three CRM and their features. Filter the functionalities that will be beneficial for your business and accordingly invest in the right CRM.

If you want to develop Custom CRM software like Insightly, Pipedrive or Salesmate then contact us for the info!

Author Bio:

Coreen Menezes is an avid writer who likes to explore new fields and research about interesting subjects. She is a versatile content developer who plays with words to express her thoughts. Calm, carefree and creative is the words that describe her the best. At present, she is associated with Salesmate as an experienced content crafter.