Pipedrive vs Insightly 2024: Best CRM Tool for you?

Choosing the right tool to manage your customer relationships could feel like a huge deal.

It’s a big decision!

You want something that will help you organize contacts, track your sales, and improve your workflow.

Two popular options are Pipedrive and Insightly. Both are powerful CRMs, but which one is right for you?

In this post, we’ll break down Pipedrive vs Insightly and their key differences so that you can choose the best CRM for your needs.

Pipedrive vs Insightly Overview

To give you the most accurate comparison, we’ve spent weeks testing both Pipedrive and Insightly.

We dug deep into their features, explored their interfaces, and even ran some mock sales scenarios. Now, let’s see how they stack up!

What is Pipedrive?

Is your sales process a bit chaotic?

Pipedrive helps you get things in order.

Think of it as your command center for all things sales. It keeps your leads organized, tracks your deals, and helps you close more sales.

Simple as that!

Key Benefits

Pipedrive is built to help you sell smarter, not harder. Here's what makes it stand out:

• Visual Pipeline: See exactly where each deal stands in your sales process.
• Activity Reminders: Never let a follow-up slip through the cracks.
• Powerful Reporting: Track your progress and identify areas for improvement.
• Mobile App: Manage your sales on the go from anywhere.
• Integrations: Connect with over 300 apps to streamline your workflow.

Pricing

Pipedrive offers a range of plans to fit your budget and needs. They have a 14-day free trial, so you could try before you buy!

• Essential: $24/month
• Advanced: $44/month
• Professional: $64/month
• Power: $79/month
• Enterprise: $129/month

What is Insightly?

Want a CRM that does more than just sales?

Insightly might be your jam. It's like a Swiss Army knife for customer relationships.

Not only does it handle your sales pipeline, but it also helps you manage projects and build stronger relationships with customers.

Pretty cool.

Key Benefits

Insightly's superpower is its focus on relationship linking and project management. Here's the lowdown:

• Relationship Mapping: See the connections between your contacts, organizations, and projects to get a complete picture of your network.
• Project Management: Plan, track, and manage projects with features like Gantt charts, milestones, and task dependencies.
• Workflow Automation: Automate routine tasks like sending emails and updating records to free up your time.
• Customizable Dashboards: Create personalized dashboards to monitor your key performance indicators (KPIs) and track progress.

Pricing

Insightly keeps it simple with three clear pricing tiers:

• Plus: Starts at $29/user/month
• Professional: Starts at $49/user/month
• Enterprise: Starts at $99/user/month

Pipedrive vs Insightly Feature Comparison

Alright, let's get down to brass tacks!

Both Pipedrive and Insightly are powerful CRM solutions, but they each have their own strengths and weaknesses.

Let's see how their key features measure up.  

Contact Management

Both Pipedrive CRM and Insightly CRM make it easy to keep your contacts organized.

You can store all the essential details like names, email addresses, phone numbers, & even social media links. However, Insightly takes it a step further with its relationship-linking feature.

This lets you see how different contacts are connected, giving you valuable context and insights.  

Lead Generation

Are you looking to capture more leads?

Both Pipedrive and Insightly offer web forms that you can embed on your website. These forms automatically capture lead information and add it to your CRM.

But if you want to nurture those leads with targeted email campaigns, you'll need to integrate with third-party email marketing tools.  

Sales Processes

When it comes to managing your sales processes, Pipedrive shines with its intuitive visual pipeline.

You could easily see where each deal stands and drag-and-drop deals as they progress.

Insightly also offers pipeline management, but Pipedrive's more visually appealing and user-friendly.  

Sales Automation

Both Insightly and Pipedrive offer sales automation features to streamline your workflow.

You can automate tasks like sending emails, assigning tasks, and updating deal stages. This frees up your sales team to focus on what they do best? 

Marketing Automation

While both platforms offer some basic automation, Pipedrive and Insightly have robust built-in marketing automation features.

If you need advanced marketing automation, you'll need to integrate with a third-party tool.

Reporting

Need to track your progress & identify areas for improvement?

Both CRMs offer customizable reports and dashboards. However, Insightly's reporting features are more comprehensive and flexible.

Customer Relationship Management

At their core, both Pipedrive and Insightly are customer relationship management (CRM) platforms.

They help you to build stronger relationships with your customers by providing a central hub for all your customer interactions.

However, Insightly's focus on relationship linking and project management gives it an edge in fostering deeper customer relationships.  

What to look for when choosing CRM Software?

• Ease of use: How intuitive is the interface? could you easily find the information you need?
• Features: Does it have the features you need to manage your sales, marketing, & customer relationships?
• Pricing: Does the pricing fit your budget? Are there hidden costs?
• Integrations: Does it integrate with the other tools you use, like your email marketing platform or accounting software?
• Support: What kind of support does the vendor offer? Is there a helpful knowledge base or community forum?
• Mobile access: Do you need to access your CRM on the go? Make sure it has a mobile app that meets your needs.
• Customization: Can you customize the CRM to fit your specific workflow and processes?
• Scalability: Can the CRM grow with your business?
• Security: How secure is your data? Does the vendor offer data encryption and other security measures?

By considering these factors, you could choose the best CRM for your needs.

Final Verdict (Our Pick)

So, which CRM platform comes out on top? For most sales teams, we recommend Pipedrive.

Its ease of use, visual pipeline, and affordable pricing make it a winner.

It's perfect for small to medium-sized businesses that want a straightforward CRM to manage their sales process.

However, if you need a CRM with more advanced features like project management and relationship linking, Insightly is a solid choice.

Ultimately, the best CRM for you depends on your specific needs and budget.

We've given you the rundown; now it's time to make your choice!

Remember to take advantage of those free trials to test drive each platform before committing.

Frequently Asked Questions