Insightly and Pipedrive are two leading customer relationship management tools (CRMs) offering contact and deal management, sales pipelines, and workflow automation. Although both are similarly priced, Pipedrive’s intuitive interface and easy-to-use features make it the better choice for most small businesses while Insightly is better for teams needing project management features. When to Use Pipedrive is…
6 Best Business Card Scanner Apps
Business card scanner apps are software tools allowing users to take a photograph of a business card and have the information converted to a contact. We looked at dozens of apps to find the six best options based on price, ease of use, reliability and accuracy, and contact management, arriving at the best overall. Top…
Pipedrive vs Freshworks CRM: Price, Features & What’s Best
Pipedrive and Freshworks CRM are customer relationship management (CRM) software that includes contact management, Kanban-style pipeline tools, and customization options. Comparing Pipedrive vs Freshworks CRM, both offer a range of plans based on the number of users and overall features. However, Freshworks CRM is the only one of the two that offers a free forever…
6 Best Contractor & Construction CRMs 2019
Contractor and construction customer relationship management (CRM) tools help those in specialized trades like roofing or plumbing as well as residential or commercial construction companies manage contacts, bids and projects. We compared several industry-specific as well as general use options with tools like proposal and project management to determine the top six and overall best…
6 Best Hospitality and Hotel CRMs
Hospitality and Hotel CRMs help niche industries like hotels, restaurants, and event planners manage customer relationships, bookings, and events in a single platform while providing a central system to also manage marketing and operations. We identified the top six from several options based on ease of use and specialized features designed for hospitality. Top 6…
ERP vs. CRM: What’s the Difference?
CRM software helps businesses manage relationships with customers and prospects. Enterprise Resource Planning (ERP) software aggregates data so that businesses can manage and plan resources like staffing and materials. CRMs are used for sales and can be inexpensive with free options available, while ERPs are more robust and therefore more costly. Because ERPs are robust…
11 Best Workflow Automation Software
Workflow automation software allows you to create processes to handle repetitive tasks. For example, the software can send a response every time someone fills out a web form or copy and paste information from one system to another. We’ve identified the best workflow automation tools to help free teams to focus on the things that…
13 Best Lead Generation Software for Sales
Businesses use lead generation software to capture a lead’s information (usually from a website), and then build a database of contacts for the purpose of qualifying and converting those leads to customers. From embedded forms to software that manages drip email campaigns, here are the 13 best lead generation software for sales. 13 Best Software…
13 Best Sales Prospecting Tools for Small Businesses 2018
Prospecting is the process salespeople use to find potential customers for their companies’ products and services. Sales prospecting tools are important because they help you identify, engage with and organize contact information for potential customers more efficiently. We’ve evaluated dozens of prospecting tools and have created a list of the top 13 for small businesses….
Pipedrive: Pricing, Cost & Features
is a customer relationship management (CRM) tool with pricing starting at $12.50 per user, per month that offers features to help manage, organize and visualize sales activities. It helps small businesses focus on critical selling activities while navigating long and complex sales processes. This article focuses on Pipedrive pricing tiers and the features you get…
6 Best Automotive CRMs for 2018
An automotive customer relationship management (CRM) tool helps organize daily work plans, internet leads and follow-up tasks. We reviewed 20 different automotive-specific and general use CRMs, comparing price and how each managed leads, reminders and inventory as well as if they included mobile access and system integrations order to determine the top six for small dealerships….