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The right CRM can make all the difference when it comes to simplifying and automating your business. But how do you know which software if right for you? This is a question I’m often asked. And honestly, the right CRM is the one that you will actually use. The goal is to find the customer relationship management software with the right price point and the most capacity to meet your business needs.

Today I’m comparing two of my favorite CRMs: Insightly and Pipedrive. Both of these softwares are great options for small to medium businesses. Insightly and Pipedrive each help you manage tasks, sales, and projects. And both CRMs have database functionality for storing and managing your contacts and organizations.

Join me as I walk you through the pros and cons of Insightly and Pipedrive. I’m excited to share why I love them both and when I would recommend each one.  

For more tips and resources, check out our Facebook group: Process Rehab

Don’t forget to snag your free copy of my CRM Comparison cheat sheet.

If you’d like to learn more about either of these great CRM softwares, schedule a free demo call here. I’d be happy to walk you through either CRM in more detail, answer any specific questions you have, and help you find the right CRM for your business.