Pipedrive vs Insightly CRM (2024 Comparison)
Pipedrive offers an intuitive CRM solution with a focus on sales pipeline management. Its seamless email integration and reliable customer support make it a great choice for sales-driven businesses.
- Intuitive pipeline management interface.
- Seamless email integration.
- Reliable customer support.
- Limited project management features.
- Fewer integrations than competitors.
Free plan?
YesStarting price
$14 per month per user
Insightly CRM provides a comprehensive platform with advanced project management and workflow automation features. Its wide range of integrations makes it a versatile tool for businesses of all sizes.
- Comprehensive project management tools.
- Advanced workflow automation.
- Wide range of integrations.
- Complex interface for new users.
- Longer customer support response times.
Free plan?
YesStarting price
$29 per user / monthWhat is Pipedrive?
Pipedrive is a sales-focused CRM tool designed to help businesses streamline their sales processes. It offers a visual pipeline management system that allows users to track deals and sales activities efficiently. With features like customizable pipelines, email integration, and activity reminders, Pipedrive ensures that sales teams can focus on closing deals rather than getting bogged down by administrative tasks. It is particularly beneficial for small to medium-sized businesses looking to enhance their sales productivity.
What is Insightly CRM?
Insightly CRM is a comprehensive customer relationship management software that caters to businesses of all sizes. It offers a range of features including project management, contact management, and workflow automation. Insightly helps businesses manage their customer interactions and streamline their operations by providing a unified platform for sales, marketing, and project management. Its integration capabilities with popular apps make it a versatile tool for businesses looking to improve their customer engagement and operational efficiency.
Pros and Cons of Pipedrive vs Insightly CRM
Pros & Cons of Pipedrive
- Pipedrive offers an intuitive pipeline management system that makes it easy for users to track deals and sales activities. Its visual interface is user-friendly and helps sales teams stay organized and focused.
- With Pipedrive, you can manage your emails directly from the platform, making it easy to track and manage email interactions. This feature helps streamline communication and improve productivity.
- Pipedrive provides reliable customer support with various resources to help users. Whether you need assistance with setup or troubleshooting, Pipedrive's support team is there to help.
- While Pipedrive excels in sales management, its project management features are limited. If you need a CRM with strong project management capabilities, you may need to look elsewhere.
- Pipedrive offers fewer integrations compared to some of its competitors. If you rely heavily on third-party apps, you may find Pipedrive's integration options somewhat limited.
Pros & Cons of Insightly CRM
- Insightly CRM offers comprehensive project management tools that allow you to manage projects and tasks alongside your CRM activities. This feature is particularly beneficial for businesses with complex project needs.
- With Insightly CRM, you can automate repetitive tasks and streamline your operations with its advanced workflow automation features. This capability helps improve efficiency and productivity.
- Insightly CRM offers a wide range of integrations with popular apps, making it a versatile tool for businesses. Whether you need to connect with marketing tools or accounting software, Insightly CRM has you covered.
- Insightly CRM's extensive features can be overwhelming for new users. The interface may take some time to get used to, especially for those unfamiliar with CRM software.
- Some users have reported longer response times from Insightly CRM's customer support team. If prompt support is crucial for your business, this may be a consideration.
Pipedrive vs Insightly CRM: At A Glance
Value to Price
Pipedrive offers a competitive pricing structure that aligns well with the features it provides, making it a cost-effective choice for small to medium-sized businesses. Insightly CRM, while slightly more expensive, offers a broader range of features, which can be beneficial for larger organizations. If you're looking for a budget-friendly option with essential CRM features, Pipedrive is a great choice.
Ease of Use
Pipedrive is known for its intuitive interface, making it easy for users to navigate and manage their sales pipeline. Insightly CRM also offers a user-friendly experience, but its extensive features can sometimes overwhelm new users. If you prioritize simplicity and ease of use, Pipedrive might be the better option.
Functionality
Insightly CRM excels in functionality with its comprehensive suite of tools for CRM, project management, and workflow automation. Pipedrive, while focused on sales, offers robust features for managing sales activities. If you need a tool with extensive functionality beyond sales, Insightly CRM is the way to go.
Scalability
Both Pipedrive and Insightly CRM offer scalable solutions, but Insightly CRM's broader feature set makes it more suitable for larger organizations with complex needs. Pipedrive is ideal for growing businesses that need a scalable sales-focused CRM. If scalability with a wide range of features is your priority, Insightly CRM is a better fit.
Integrations
Insightly CRM offers a wide range of integrations with popular apps, making it a versatile tool for businesses. Pipedrive also provides integrations, but its focus is more on sales-related tools. If you need extensive integration capabilities, Insightly CRM is the better choice.
Customer Support
Pipedrive offers reliable customer support with various resources to help users. Insightly CRM also provides support, but some users have reported longer response times. If prompt customer support is crucial for you, Pipedrive might be the better option.
Security
Both Pipedrive and Insightly CRM prioritize security, offering features like data encryption and user access controls. Pipedrive's security measures are robust, but Insightly CRM's additional compliance certifications make it a slightly more secure option. If security is a top concern, Insightly CRM is a solid choice.
Overall Rating
Pipedrive scores slightly higher overall due to its ease of use and value for money. Insightly CRM, while offering more features, can be more complex for new users. If you're looking for a well-rounded CRM with a focus on sales, Pipedrive is the better option.
Pipedrive vs Insightly CRM: A Detailed Breakdown of Key Features
Pipeline Management
Pipedrive excels in pipeline management with its visual and intuitive interface, allowing you to track deals and sales activities effortlessly. Insightly CRM also offers pipeline management, but its interface is not as visually appealing as Pipedrive's. If you prioritize a user-friendly pipeline management system, Pipedrive is the better choice.
Contact Management
Insightly CRM offers robust contact management features, allowing you to manage customer interactions effectively. Pipedrive also provides contact management, but Insightly CRM's additional features like relationship linking make it a more comprehensive option. If you need advanced contact management capabilities, Insightly CRM is the way to go.
Email Integration
Pipedrive offers seamless email integration, allowing you to manage your emails directly from the platform. Insightly CRM also provides email integration, but Pipedrive's interface makes it easier to manage and track email interactions. If email integration is a priority, Pipedrive is the better option.
Project Management
Insightly CRM stands out with its project management features, allowing you to manage projects and tasks alongside your CRM activities. Pipedrive, while focused on sales, offers limited project management capabilities. If you need a CRM with strong project management features, Insightly CRM is the better choice.
Workflow Automation
Insightly CRM offers powerful workflow automation features, allowing you to automate repetitive tasks and streamline your operations. Pipedrive also provides automation, but Insightly CRM's capabilities are more extensive. If workflow automation is crucial for your business, Insightly CRM is the way to go.
Reporting and Analytics
Pipedrive offers comprehensive reporting and analytics features, allowing you to gain insights into your sales performance. Insightly CRM also provides reporting, but Pipedrive's focus on sales analytics makes it a more suitable option for sales-driven businesses. If reporting and analytics are important, Pipedrive is the better choice.
Pricing Comparison of Pipedrive and Insightly CRM
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Pipedrive and Insightly CRM. This comparison will highlight the best option for managing your customer relationships.
Pipedrive Pricing Plans
- Seamless data import with over 400 integrations available.
- Activity, deal, and contact reports for better insights.
- Personalized onboarding to get you started quickly.
- Simple sales processes setup for efficient organization.
- Automations builder including email sequences for efficiency.
- Meeting, email, and video call scheduling for convenience.
- Live chat support for immediate assistance.
- Group emailing capabilities for better communication.
- Contract and proposal management with e-signatures.
- Streamlined lead routing and team management.
- Revenue forecasts and custom field reporting.
- Extra data entry and data quality settings.
- Increased control of account permissions and visibilities.
- 24/7 live chat support for continuous assistance.
- Phone support for direct communication.
- Enhanced collaboration and support for larger teams.
- Complete access to all features without limits.
- Unlimited reports and customizations for flexibility.
- Maximize automations and email syncs per seat.
- Ultimate peace of mind with full feature access.
Insightly CRM Pricing Plans
- 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.
- 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.
- 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 evaluate each CRM tool, focusing on key aspects like functionality, ease of use, and scalability. By analyzing user reviews and conducting hands-on testing, we ensure our recommendations are reliable. Each factor is weighted to provide an accurate final rating, helping you make informed decisions.
Pipedrive or Insightly CRM: Which One Matches Your Business Needs?
Choose Pipedrive If You Need ...
- Intuitive sales management
If you are a small to medium-sized business looking for an intuitive sales management tool, Pipedrive is a great choice. Its user-friendly interface and focus on sales pipeline management make it ideal for sales-driven teams.
- Seamless email integration
If seamless email integration is a priority for your business, Pipedrive offers a solution that allows you to manage emails directly from the platform. This feature helps streamline communication and improve productivity.
Choose Insightly CRM If You Need ...
- Comprehensive project management
If you need a CRM with strong project management capabilities, Insightly CRM is the better choice. Its comprehensive project management tools allow you to manage projects and tasks alongside your CRM activities.
- Advanced workflow automation
If workflow automation is crucial for your business, Insightly CRM offers advanced features that allow you to automate repetitive tasks and streamline your operations. This capability helps improve efficiency and productivity.
Frequently Asked Questions
Which tool is better for small businesses?
Does Insightly CRM offer project management features?
How does Pipedrive handle email integration?
What are the key differences between Pipedrive and Insightly CRM?
Which tool offers better customer support?
Can Insightly CRM integrate with other tools?
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.
