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Drip vs Insightly CRM (2024 Comparison)

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Author

Anastasia Belyh

Last Update

Nov 09, 2024

We earn a commission from partner links on Keevee. Commissions do not affect our editor's opinions or evaluations.

Excellent Value For Price
4.3

0

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Drip

Drip offers advanced email automation features and a user-friendly interface, making it a powerful tool for businesses looking to enhance their email marketing strategies.

  • Advanced email automation features.
  • User-friendly interface.
  • Detailed analytics and reporting.
  • Limited project management features.
  • Higher learning curve for beginners.

Free plan?

Yes

Starting price

$39 per month
Good Value For Price
4.1

0

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Insightly CRM

Insightly CRM provides comprehensive CRM features and robust project management tools, making it an ideal choice for businesses looking to streamline their sales processes.

  • Comprehensive CRM features.
  • Strong contact management capabilities.
  • Robust project management tools.
  • Basic email automation features.
  • Limited segmentation options.

Free plan?

Yes

Starting price

$29 per user / month

What is Drip?

Drip is a powerful email marketing automation tool designed to help businesses engage with their customers effectively. It offers a range of features such as personalized email campaigns, advanced segmentation, and detailed analytics. Drip helps businesses streamline their marketing efforts, allowing them to focus on building meaningful relationships with their audience. With its user-friendly interface and robust automation capabilities, Drip is an excellent choice for businesses looking to enhance their email marketing strategies.

What is Insightly CRM?

Insightly CRM is a comprehensive customer relationship management software that helps businesses manage their customer interactions and streamline their sales processes. It offers features such as contact management, project management, and workflow automation. Insightly CRM is designed to improve team collaboration and increase productivity by providing a centralized platform for managing customer data. With its intuitive interface and powerful integrations, Insightly CRM is an ideal solution for businesses looking to enhance their customer relationship management efforts.

Pros and Cons of Drip vs Insightly CRM

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Pros & Cons of Drip

Advanced email automation features
  • Drip offers advanced email automation features that allow you to create personalized email campaigns with ease. Its intuitive interface and robust automation capabilities make it a powerful tool for businesses looking to enhance their email marketing strategies.
User-friendly interface
  • Drip is known for its user-friendly interface, making it easy for users to navigate and set up their email marketing campaigns. Its intuitive design allows users to quickly get started without any technical expertise.
Detailed analytics and reporting
  • Drip offers detailed analytics and reporting features, providing insights into your email marketing campaigns and customer interactions. Its advanced analytics features allow you to track performance and make data-driven decisions.
Limited project management features
  • Drip offers limited project management features, focusing more on email marketing automation. While it provides basic project management capabilities, it may not be suitable for businesses looking for comprehensive project management tools.
Higher learning curve for beginners
  • Drip may have a higher learning curve for beginners, especially those who are new to email marketing automation. Its advanced features and capabilities may require some time and effort to fully understand and utilize.
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Pros & Cons of Insightly CRM

Comprehensive CRM features
  • Insightly CRM offers comprehensive CRM features, providing a centralized platform for managing customer interactions and data. Its robust CRM capabilities make it an ideal choice for businesses looking to streamline their sales processes.
Strong contact management capabilities
  • Insightly CRM excels in contact management, offering a comprehensive platform for managing customer interactions and data. Its robust contact management features make it an ideal choice for businesses looking to streamline their sales processes.
Robust project management tools
  • Insightly CRM offers robust project management tools, supporting team collaboration and workflow automation. Its project management capabilities make it a great choice for businesses looking to streamline their operations.
Basic email automation features
  • Insightly CRM offers basic email automation features, focusing more on CRM functionalities. While it provides basic email automation capabilities, it may not be suitable for businesses looking for advanced email marketing tools.
Limited segmentation options
  • Insightly CRM offers limited segmentation options, focusing more on CRM functionalities. While it provides basic segmentation capabilities, it may not be suitable for businesses looking for advanced segmentation tools.

Drip vs Insightly CRM: At A Glance

Decision FactorDripInsightly CRM
Value to Price
Excellent4.5
Good4.2
Ease of Use
Good4.2
Excellent4.3
Functionality
Excellent4.4
Good4.1
Scalability
Excellent4.3
Good4.2
Integrations
Good4.2
Excellent4.4
Customer Support
Good4.1
Good4.0
Security
Excellent4.3
Good4.2
Overall Rating
Excellent4.3
Good4.1

Value to Price

Drip offers excellent value for its price, providing a wide range of features that cater to businesses of all sizes. Its advanced automation capabilities and detailed analytics make it a cost-effective solution for email marketing. Insightly CRM, on the other hand, offers a comprehensive CRM solution with robust project management features, making it a great choice for businesses looking to streamline their sales processes. If you are looking for a tool that offers great value for its price, Drip is the better choice.

Ease of Use

Drip is known for its user-friendly interface, making it easy for users to navigate and set up their email marketing campaigns. Its intuitive design allows users to quickly get started without any technical expertise. Insightly CRM also offers an easy-to-use interface, with drag-and-drop functionality and customizable dashboards. If you are looking for a tool that is easy to use, Insightly CRM is the better choice.

Functionality

Drip offers a wide range of features, including advanced segmentation, personalized email campaigns, and detailed analytics. Its robust automation capabilities make it a powerful tool for businesses looking to enhance their email marketing strategies. Insightly CRM offers comprehensive CRM features, including contact management, project management, and workflow automation. If you are looking for a tool with advanced functionality, Drip is the better choice.

Scalability

Drip is designed to scale with your business, offering features that cater to businesses of all sizes. Its automation capabilities and detailed analytics make it a great choice for growing businesses. Insightly CRM also offers scalability, with features that support team collaboration and project management. If you are looking for a tool that can scale with your business, Drip is the better choice.

Integrations

Drip offers a wide range of integrations, allowing users to connect with other tools and platforms seamlessly. Its integrations with popular e-commerce platforms make it a great choice for online businesses. Insightly CRM also offers robust integrations, with support for popular tools like Google Workspace and Microsoft Office. If you are looking for a tool with strong integration capabilities, Insightly CRM is the better choice.

Customer Support

Drip offers reliable customer support, with a dedicated support team available to assist users with any issues. Its comprehensive knowledge base and community forums provide additional resources for users. Insightly CRM also offers customer support, with a range of support options available, including email and phone support. If you are looking for a tool with strong customer support, Drip is the better choice.

Security

Drip prioritizes security, with features like data encryption and secure data storage to protect user information. Its compliance with industry standards ensures that user data is safe and secure. Insightly CRM also offers robust security features, with data encryption and secure access controls. If you are looking for a tool with strong security features, Drip is the better choice.

Overall Rating

Drip is a powerful email marketing automation tool that offers a wide range of features and excellent value for its price. Its user-friendly interface and robust automation capabilities make it a great choice for businesses looking to enhance their email marketing strategies. Insightly CRM is a comprehensive CRM solution that offers robust project management features and strong integration capabilities. If you are looking for a tool with a higher overall rating, Drip is the better choice.

Drip vs Insightly CRM: A Detailed Breakdown of Key Features

FeaturesDripInsightly CRM
Email Automation
Excellent4.5
Good4.0
Contact Management
Good4.2
Excellent4.4
Analytics
Excellent4.4
Good4.1
Project Management
Good4.0
Excellent4.5
Workflow Automation
Excellent4.3
Good4.2
Segmentation
Excellent4.5
Good4.0

Email Automation

Drip excels in email automation, offering advanced features that allow you to create personalized email campaigns with ease. Its intuitive interface and robust automation capabilities make it a powerful tool for businesses looking to enhance their email marketing strategies. Insightly CRM, while offering basic email automation features, focuses more on CRM functionalities. If you are looking for a tool with advanced email automation capabilities, Drip is the better choice.

Contact Management

Insightly CRM shines in contact management, providing a comprehensive platform for managing customer interactions and data. Its robust contact management features make it an ideal choice for businesses looking to streamline their sales processes. Drip, while offering basic contact management features, focuses more on email marketing automation. If you are looking for a tool with strong contact management capabilities, Insightly CRM is the better choice.

Analytics

Drip offers detailed analytics, providing insights into your email marketing campaigns and customer interactions. Its advanced analytics features allow you to track performance and make data-driven decisions. Insightly CRM also offers analytics features, but they are more focused on CRM functionalities. If you are looking for a tool with advanced analytics capabilities, Drip is the better choice.

Project Management

Insightly CRM excels in project management, offering features that support team collaboration and workflow automation. Its robust project management capabilities make it a great choice for businesses looking to streamline their operations. Drip, while offering basic project management features, focuses more on email marketing automation. If you are looking for a tool with strong project management capabilities, Insightly CRM is the better choice.

Workflow Automation

Drip offers robust workflow automation features, allowing you to automate repetitive tasks and streamline your marketing efforts. Its intuitive interface and powerful automation capabilities make it a great choice for businesses looking to enhance their marketing strategies. Insightly CRM also offers workflow automation features, but they are more focused on CRM functionalities. If you are looking for a tool with advanced workflow automation capabilities, Drip is the better choice.

Segmentation

Drip excels in segmentation, offering advanced features that allow you to segment your audience based on various criteria. Its robust segmentation capabilities make it a powerful tool for businesses looking to enhance their email marketing strategies. Insightly CRM, while offering basic segmentation features, focuses more on CRM functionalities. If you are looking for a tool with advanced segmentation capabilities, Drip is the better choice.

Pricing Comparison of Drip and Insightly CRM

To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Drip and Insightly CRM. This comparison will highlight the best option for managing your customer relationships and marketing efforts.

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Drip Pricing Plans

Drip Plan
For Small Businesses
$39

per month

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Drip Plan includes:
  • Dynamic segments for personalized customer interactions.
  • Onsite campaigns to capture and convert leads.
  • Up to 50 workflows for streamlined marketing automation.
  • Unlimited sub-accounts for managing multiple brands.
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Insightly CRM Pricing Plans

Plus
for small businesses
$29

per user / month

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Plus includes:
  • Project management tools to streamline business processes.
  • Advanced reports for insightful data analysis.
  • Pre-built business dashboards for quick access to metrics.
  • Free 14-Day Trial to explore features before purchase.
Professional
for mid-sized businesses
$49

per user / month

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Includes Plus, plus:
  • Workflow automation to reduce manual tasks.
  • Custom page layouts for personalized user experience.
  • Free 14-Day Trial to test advanced features.
  • Enhanced data management with custom fields.
Enterprise
for large enterprises
$99

per user / month

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Includes Professional, plus:
  • Products, pricebooks, and quotes for sales management.
  • Comprehensive audit logging for security and compliance.
  • Contact sales for tailored solutions and pricing.
  • Advanced integration capabilities with REST API.

Our Rating Methodology

We thoroughly test each CRM software, evaluating key features like ease of use, functionality, and scalability. We also analyze user reviews to ensure our recommendations fit your needs. Each of the seven evaluation factors is weighted by importance to provide an accurate final rating, helping you avoid poor-quality tools and make informed decisions.

Decision FactorScoring Weight
Value to Price
20%
20%
Ease of Use
20%
15%
Functionality
20%
25%
Scalability
20%
15%
Integrations
20%
10%
Customer Support
20%
10%
Security
20%
5%

Drip or Insightly CRM: Which One Matches Your Business Needs?

Choose Drip If You Need ...

  • Advanced email automation features

    If you are looking for a tool with advanced email automation capabilities, Drip is the better choice. Its robust automation features and user-friendly interface make it a powerful tool for businesses looking to enhance their email marketing strategies.

  • Detailed analytics and reporting

    If you are looking for a tool with advanced analytics capabilities, Drip is the better choice. Its detailed analytics and reporting features provide insights into your email marketing campaigns and customer interactions, allowing you to make data-driven decisions.

Choose Insightly CRM If You Need ...

  • Comprehensive CRM features

    If you are looking for a tool with comprehensive CRM features, Insightly CRM is the better choice. Its robust CRM capabilities provide a centralized platform for managing customer interactions and data, making it an ideal choice for businesses looking to streamline their sales processes.

  • Robust project management tools

    If you are looking for a tool with strong project management capabilities, Insightly CRM is the better choice. Its project management tools support team collaboration and workflow automation, making it a great choice for businesses looking to streamline their operations.

Frequently Asked Questions

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Author

Anastasia Belyh

Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.