Software Comparison
PipelineDeals vs Insightly vs VentureBox Assist

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Listed in : CRM

PipelineDeals is an easy and helpful CRM software in the cloud. PipelineDeals is an app that allows its users to maintain their sales pipelines. Sales... Learn More

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Listed in : CRM

Insightly is an easy but powerful application for small firms to control their clients, contacts, events and plans. With integration to Google Apps an... Learn More


Listed in : CRM

VentureBox Assist is a customer management tool for service-based companies. Securely share records, track history and designate responsibilities. Ass... Learn More

Pricing Starting From

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PipelineDeals

CRM

$ 24
For 1 Month / 1 user(s)

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Insightly

CRM

$ 15
For 1 Month / 1 user(s)

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VentureBox Assist

CRM

$ 19
For 1 Month / 1 user(s)

Available Features

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PipelineDeals

CRM

Sales Pipeline Management

Activity and Sales Reporting

Google and Outlook Integrations

Unlimited Leads, Contacts, Deals and Tasks

Unlimited Document Storage

Dynamic Custom Fields

Saved Searches

Amazing Customer Support

Email Automation and Acceleration

Trackable Email Campaigns

Email Templates and Analytics

225 Customizable Fields

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Insightly

CRM

Unlimited Users

MailChimp Integration

Quickbooks Online Integration

Google Contact and Calendar Sync

Microsoft Exchange Calendar Sync

Custom Branding

250k Records

100 GB Storage

50,000 Rows File Import Limit

400 Custom Fields

Self-Service Knowledgebase

Priority Email Support

Personalized Onboarding Sessions

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VentureBox Assist

CRM

Up to 30 users

100 GB Storage

Unlimited Contacts

Unlimited Issues

Automatic Data Backup

SSL Encryption

Free Trial Availability

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PipelineDeals

CRM
Free Trial Available
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Insightly

CRM
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VentureBox Assist

CRM

Most Favorable User Review

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PipelineDeals

CRM
User review from
9
Debbie Marshall
Apr 10, 2016

This is an excellent value Customer Relationship Management tool, previously we used Sugar (CRM) however this was very costly was just too big for us. We just wanted a simple to use CRM that would allow us to track and move customers through the pipeline.andnbsp; This tool allows us to see what stage the lead or customer is and the potential value of the deal. As an administrator, I can quickly see which salesperson is actively using and updating and who is lagging behind. The system is really easy to use and is adaptable to allow us to change titles, deal stages, etc.

Pros :

  • Very easy to use, we were up and running within a couple of hours.
  • Pipeline is on the cloud so can be accessed anytime and anywhere.
  • You only need to buy individual licences.
  • We like the fact that you can just add on new people as and when you need them.
  • They also offer a discounted costs for signing up for a yearly plan.
  • The site allows the admin team to quickly see who is active on the site.
  • We also have access to all the calendars of the team to see what they are doing at all times.
  • I can also monitor the amount of emails and phone calls being made and logged on the site.
  • Being able to see the value of possible deals allows me to be able to forecast the finance figures for the next few months and throughout the rest of the year.
  • It is that easy to use my MD has also embraced it and he has asked me to monitor him in the same way as the rest of the team.

Cons :

  • The only downside for us, is not being able to integrate for free with our help desk.
  • We understand there is an app that can be used however this is an additional cost each month.
  • We also find that the link between our emails and pipeline drops out a lot.andnbsp; andnbsp; andnbsp;

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Insightly

CRM
User review from
9
Steven Figueroa
Oct 21, 2015

I first learned about Insightly in researching CRMs for the furniture company, I was heading up marketing and assisting training new sales reps. Teaching old dogs new tricks is no simple task in sales and furniture sales, it's even more apparent. Most seasoned sales reps are anti-computer, so I needed a CRM that was easy to use and simple to reference. Insightly did the trick. I tried several before landing on Insightly. Some have more features but added complications that frustrated my test subjects. Our sales team needed a simple solution to capture customer info and the products they were interested in. The integration with our Gmail powered email service was the biggest selling point. I added it to our account, and everyone was able to add emails sent to the customer directly into the captured customer info in Insightly, so if that rep was to leave, I could reassign that lead to another rep. This came in handy and keeping the customer happy and making the transition to another sales rep seamless. I do wish the follow-up process was more hands off but for the price, it's worth that step's absence. Plus, your sales team should be reviewing their leads on a daily basis anyways, right? You can even test out Insightly with three free accounts and most of the features for free. I think that's pretty awesome as most companies don't let you use it without harassing you mercilessly until you decide to keep it or pass. I used Insightly for 2 months before handing off to the team of 300+ sales reps. And they liked it As with any new procedure, there is some training involved. But sales reps who are organized can see the benefits and adapt rather quickly. I was really surprised at how easy it was to get them to use it. I normally had to fight everyone to get them to use it. But that Google App integration puts it just a click away when anyone within the company was browsing the corporate intranet page I built. Younger sales teams may pose a greater demand on more robust CRMs with all kinds of features. But if you're looking for simplicity and are using the Google Apps for Work platform, I recommend giving Insightly a shot.

Pros :

  • Simple to use.
  • Easy GUI for seasoned sales teams.
  • Great customer service.
  • Same day responses to questions.
  • Great price!
  • Google Apps for Work integration.
  • Gmail integration is simple.

Cons :

  • Reminders are not automatic.
  • Emails to customers are not automatic like some CRMs.

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VentureBox Assist

CRM

No favorable user review available yet for VentureBox Assist.

Most Favorable Critic Review

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PipelineDeals

CRM
75
Anonymous contribution , Software Shortlist

Wednesday 31 December 1969

PipelineDeals offers a simple and intuitive solution to help businesses get organized around their business’s lifeline of future revenue.  Whether you are a big business or aspire to be one, PipelineDeals can help you manage and track your sales pipeline resulting in more closed deals. Part customer relationship management (CRM) software, part sales tracking, part lead tracking all wrapped into a super simple interface, PipelineDeals provides a great choice in the hosted CRM software market.

More about PipelineDeals
View all the PipelineDeals Critic Reviews
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Insightly

CRM
75
Heather Clancy , ZDNet

Tuesday 05 March 2013

If you're a small business using Google Apps, you should consider this cloud-delivered application that integrates tightly with Google Apps and Gmail.

More about Insightly
View all the Insightly Critic Reviews
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VentureBox Assist

CRM
75
Anonymous contribution , Feedmyapp

Monday 24 October 2011

If customer service record keeping has historically been a thorn in your side then this app should provide a pretty instant cure and a saving on sticky notes as well. With good simple looking screen pages, staff members will also appreciate a move forward that should benefit all concerned.

More about VentureBox Assist
View all the VentureBox Assist Critic Reviews

Most Unfavorable Critic Review

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PipelineDeals

CRM
50
Dave Cole , Propel Point

Monday 24 January 2011

The bottom line about Pipeline Deals is that if you’re looking for a very affordable, attractive, and reasonably powerful sales CRM platform, Pipeline may do the trick. With the 30-day trial offer, it’s worth setting up an account and trying it out with a few test accounts. They’re constantly making updates to the platform, so keep an eye open on their blog and customer updates to see how they evolve over time. However, if you’re handling large volumes of customer leadsandprospects and don’t have sales people to actually get to those people, Pipeline may just not be the right tool for your needs.

More about PipelineDeals
View all the PipelineDeals Critic Reviews
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Insightly

CRM
20
Amit Dunsky ? , GetApp

Saturday 25 April 2015

I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email. I've missed a few critical milestones and lost a few deals because of that. I just didn't get reminder for tasks I managed at Insightly. So I approached Insightly customer support. Never got them to reply sooner than 48 hours post sending the ticket message, and I keep getting replies saying (in short): we can't help you! CRM is such an important aspect of business management, and I can't live with such an attitude. Am now actively looking for an alternative, although I like Insightly approach to CRM and acknowledge the time and effort it will most likely take to make the transition. Even so, can't work that way anymore. Truly am sad to say, I Would not recommend Insightly to anyone.

More about Insightly
View all the Insightly Critic Reviews
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VentureBox Assist

CRM

No critic review available yet for VentureBox Assist .

Demo Video

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PipelineDeals Demo Video

CRM
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Insightly Demo Video

CRM
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VentureBox Assist Demo Video

CRM

Typical Customer

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PipelineDeals

CRM
  • Business
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Insightly

CRM
  • Business
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VentureBox Assist

CRM
  • Business
  • Personal Use

Supported Devices

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PipelineDeals

CRM
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Insightly

CRM
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VentureBox Assist

CRM

Supported Languages

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PipelineDeals

CRM
  • English
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Insightly

CRM
  • English
  • French
  • Spanish
  • Portuguese
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VentureBox Assist

CRM
  • English

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