Pipedrive
Zoho CRM
Freshsales CRM
Copper
SugarCRM
Insightly
Alore CRM
Base CRM
YNAB
Mint
HomeBank
GnuCash
Money Manager Ex
Quicken
Monarch
Rocket Money
Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business. Sign up for a 14-day free trial.
Pipedrive YNABPipedrive is recommended for small to medium-sized businesses (SMBs) and sales teams seeking a straightforward, affordable, and efficient tool to manage and improve their sales operations. Particularly, it suits teams that prioritize visual sales pipelines and require an easy learning curve.
We adopted Pipedrive for our sales team because we were looking for a CRM that was sales focused and didn't come with all the other unnecessary features and complexity of other solutions. We have been very happy with Pipedrive and our sales team consistently have good things to say about it. More importantly though our sales team do actually add and update the data which had been a problem with our previous CRM which was too complex and cumbersome to get regular useage. The reporting functionality is good too and I can get a clear view on deals and where they are up to.
Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.
It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!
Keep up the great work!
All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.
Based on our record, Pipedrive should be more popular than YNAB. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: over 3 years ago
Pipedrive โ our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: over 4 years ago
Clickable link: https://ynab.com I'm a huge fan of You Need A Budget, it was instrumental in giving me control over my finances. It feels like a superpower to see all my money in one place and not care which bank account the dollars actually reside. Also makes it easier to take advantage of various offers (Credit card or things like HYSA) since I know all the records will live in YNAB and I have full control... - Source: Hacker News / 7 months ago
You'll be going into a tight budget time, so get a really good system in place. If you don't have that you love already, I recommend YNAB (youneedabudget.com). It's envelope based and is really good for planning ahead for irregular expenses and for "rolling with the punches" if something comes up. It works differently than traditional monthly budget, so take time to use all the resources to learn the system. ... Source: about 3 years ago
I also said in a comment below, I use YNAB to track my financial life. This strategy only works if you have enough confidence in your finances to know that if I gave you a card with 100k credit limit, you would never spend more on it than what you have in your bank and has been budgeted for. If not, I cannot overstate how important it is to get your budget in order beforehand. Thereโs zero money saved if you pay... Source: about 3 years ago
If you arenโt already giving every dollar you make a job, earning more money will only get you so far. Check out YNAB, read all the free content about learning to plan and budget. Source: about 3 years ago
Track it by hand or in software. I started out with just a spreadsheet, but since then moved my whole budget to YNAB (youneedabudget.com), where you track all your individual savings goals as well as how your money will be used to cover regular (and irregular) expenses. Now the whole plan is in one place, and covers everything from how much is set aside for gardening supplies for this summer to the big... Source: about 3 years ago
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.
HomeBank - Free, easy, personal accounting, for everyone
Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
GnuCash - A personal and small-business financial-accounting software, licensed under GNU/GPL and available for Linux, Windows, Mac OS X, BSD, and Solaris.
