Insightly vs Pipedrive: Which CRM Offers Better Mobile Sales Tools
As sales professionals, being out of the office is not an excuse for slacking off. Instead, it is an opportunity to add value to our clients and win more deals. With the rise of mobile sales, choosing a Customer Relationship Management (CRM) software that offers excellent mobile sales tools is essential. In this blog post, we will compare Insightly and Pipedrive, two popular CRMs, to determine which offers better mobile sales tools.
Insightly Mobile Sales Tools
Insightly provides a mobile app that is available on both iOS and Android. This app offers several features to help sales reps stay organized and productive. Some of the notable features include:
1. Contact Management
The Insightly mobile app allows sales reps to access all contact information, including phone numbers, email addresses, and social media profiles. For example, Sarah, a sales rep, can quickly access a client's contact information before calling or sending an email.
2. Opportunity Management
Sales reps can create new opportunities, modify existing opportunities, and assign tasks to team members on the go. Additionally, they can set reminders, track milestones, and update the status of deals.
3. Reports and Dashboards
Insightly mobile app provides sales reps with customized reports and dashboards, allowing them to track their performance and make informed decisions. They can quickly access insights on the go and share them with team members.
Pipedrive Mobile Sales Tools
Pipedrive Mobile App is also available on both iOS and Android. It offers several features aimed at streamlining the sales process. Let's take a look at some of them:
1. Access to All Sales Data
Similar to Insightly, Pipedrive Mobile App users can access all sales data, including contacts, deals, and activities. They can also search and filter relevant data quickly.
2. Call and Email Integration
Pipedrive mobile app integrates with your phone and email system, allowing you to make calls and send emails directly from the app. This feature saves time and increases efficiency.
3. Activity Management
Sales reps can plan calls, meetings, and other activities using the Pipedrive Mobile App. Additionally, they can monitor their tasks and goals, keeping them on track.
Insightly vs Pipedrive: Which CRM Offers Better Mobile Sales Tools?
Both Insightly and Pipedrive provide excellent mobile sales tools, making it difficult to choose one over the other. However, there are some notable differences.
Insightly provides customized reports and dashboards, which are essential in tracking performance and making informed decisions. On the other hand, Pipedrive Mobile App integrates with your phone and email system, allowing you to make calls and send emails directly from the app.
Also, Pipedrive's activity management feature is more advanced than that of Insightly, allowing sales reps to plan and monitor their performance better.
Conclusion
Mobile sales tools are essential in today's business world. By investing in a CRM that offers excellent mobile sales tools, sales reps can improve their productivity and win more deals. Insightly and Pipedrive have excellent mobile sales tools, but the choice will depend on the users' specific needs and preferences.