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.
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!
Want a CRM that’s easy to use and helps you close more deals? Start your free Pipedrive today!
Pricing: It has a free trial. The premium plan starts at $14/month.
Key Features:
- Visual sales pipelines
- Customizable reports
- Mobile app
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Pricing: It has a free trial. The premium plan starts at $29/month.
Key Features:
- Project Management
- Workflow Automation
- Relationship Linking
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.
Also, explore our favorite Pipedrive alternatives…
Our Take
Pipedrive is a solid choice for sales-focused businesses. It’s user friendly, visually appealing, & packed with helpful features. The only reason it doesn’t get a perfect 10 is that the lower-priced plans have some limitations.
Key Benefits
- Laser focus on sales: Pipedrive is built to help you close more deals.
- Visual pipeline management: See exactly where each deal stands.
- Powerful automation: Automate tasks like sending emails and scheduling appointments.
- 24/7 support: Get help whenever you need it.
Pricing
- Essential: $14/user/month.
- Advanced: $24/user/month.
- Professional: $49/user/month.
- Power: $59/user/month.
- Enterprise: $79/user/month.
Pros
Cons
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.
Also, explore our favorite Insightly alternatives…
Our Take
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
Key Benefits
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
Feature Comparison
Choosing the right crm platform for your needs means looking closely at the specific tools each offers.
Both insightly and pipedrive are strong contenders, but they shine in different areas.
Here is a detailed look at how their key features measure up.
1. Pipeline Management
- Pipedrive crm is famous for its simple, visual pipeline management. It is highly optimized for sales teams to track sales opportunities through various deal stages using a drag-and-drop interface.
- This clear visual layout makes it easy to visualize your entire sales cycle.
- Insightly offers similar functionality but Pipedrive is often considered more intuitive for daily deal management.
2. Project Management
- This is where Insightly has the advantage. Insightly includes robust, built-in project management tools.
- Pipedrive requires an add-on or a third-party tool for similar functionality.
- This makes Insightly a comprehensive customer relationship management platform, great for businesses that need to manage both sales performance and post-sale projects in one place.
3. Lead Management and Generation Tools
- Both CRMs help manage leads. Pipedrive provides lead management features and lead generation tools as an add ons called LeadBooster, which includes tools like live chat and web forms to capture web visitors.
- Insightly offers more advanced lead gen tools right within its standard tiers, making it potentially better for teams focused on nurturing leads from marketing campaigns.
4. Workflow Automation
- Both crm solutions enable you to automate tasks and repetitive tasks.
- Insightly’s workflow automation is very powerful, letting you set up complex rules and processes across sales and projects.
- Pipedrive also offers strong automation, especially in its advanced plan and professional plans, helping your sales team cut down on administrative work.
5. Contact Management
- Both offer excellent contact management and store all essential customer data.
- Insightly crm is unique in its ability to visually map and link contacts to organizations, projects, and other related records. This relationship linking provides a richer, 360-degree view of the customer than what is available to Pipedrive users.
6. Email Functionality
- Insightly provides more native email marketing tools and features like creating email templates in its core platform.
- Pipedrive users must often rely on integrations or purchase the Campaigns add-on for comprehensive email templates and marketing campaigns.
- Both integrate well with Google Apps and Outlook.
7. Customization and Dashboards
- Both platforms provide customization options for views and fields. Pipedrive allows users to create customizable dashboards to visualize real-time data on sales performance.
- Insightly’s customization options and reporting are generally considered more flexible, especially in its higher tiers, allowing for more specific and complex custom dashboards than the same features in Pipedrive.
8. Marketing Automation
- For true, full-featured marketing automation, neither pipedrive crm nor Insightly (without its separate Insightly Marketing product) is a complete solution.
- Both require integration with third-party apps for advanced marketing automation. Insightly Marketing is a powerful paid add ons for those wanting an all-in-one system.
9. Mobile Experience and Support
- The pipedrive mobile app is consistently praised for its ease of use and clean interface, making it perfect for busy sales professionals.
- Insightly’s mobile app is also functional. Pipedrive offers 24/7 support across all plans, while Insightly offers extensive support, including dedicated phone support on higher plus and professional plans.
- Comparing Insightly support with Pipedrive, both are highly rated.
What to look for when choosing CRM Software?
When comparing insightly vs Pipedrive, especially for small businesses, keep these essential points in mind:
- Core Sales Focus: Does it master the sales processes? A good CRM should make managing deals and setting up clear pipeline stages incredibly easy for your team.
- Affordable Costs and Value: Look closely at the Pipedrive pricing model and Insightly’s plans. Pipedrive is cheaper upfront but uses add-ons. Insightly vs can be more straightforward, but its entry price is higher. Check for a free crm plan if available.
- Future-Proof Tech Stack: Does the tool fit into your current tech stack? Look at the app marketplace for each. The ability to do custom integrations is key for growth.
- Beyond Sales Features: Consider the Pipedrive features versus Insightly’s broader platform. Do you need document management or more comprehensive Insightly service features built in, or just the essential features for sales?
- User Adoption: Is it easy for Insightly users or Pipedrive users to track leads and use daily? A complex CRM, no matter how powerful, will be ignored.
- AI and Automation: Does it include an ai sales assistant or robust automation to help your support team and sales reps be more efficient? This is a growing, vital feature for managing your sales processes.
Final Verdict
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.
More of Pipedrive
Here’s a comparison of Pipedrive against other CRM software:
- Pipedrive vs Keap: Pipedrive excels in visual sales pipeline management, while Keap specializes in robust marketing automation, lead scoring, and advanced email sequences.
- Pipedrive vs GoHighLevel: GoHighLevel is an all-in-one marketing and sales platform for agencies. Pipedrive is a sales-focused CRM for managing deals and pipelines.
- Pipedrive vs ActiveCampaign: Pipedrive is a sales-centric CRM with intuitive pipeline visualization, while ActiveCampaign prioritizes marketing automation and customer journey building.
- Pipedrive vs HubSpot: Pipedrive is a more focused sales CRM known for simplicity, while HubSpot offers a comprehensive suite of marketing, sales, and service tools, being more complex.
- Pipedrive vs ClickFunnels: Pipedrive is a sales pipeline CRM, while ClickFunnels primarily focuses on building sales funnels and landing pages, with basic CRM aspects.
- Pipedrive vs Folk: Pipedrive is strong in sales pipeline management, whereas Folk emphasizes simple contact organization and relationship building for smaller teams.
- Pipedrive vs Instantly: Pipedrive focuses on sales deal management, while Instantly specializes in cold email outreach, lead finding, and email automation.
- Pipedrive vs ClickUp: Pipedrive is a dedicated sales CRM that is excellent for pipeline tracking. ClickUp is a versatile work management platform that can also be used as a CRM and offers broader project management.
- Pipedrive vs Monday CRM: Pipedrive is a sales-focused CRM with visual pipelines, whereas Monday CRM is a highly customizable work OS that can be configured for CRM purposes and emphasizes workflow management.
- Pipedrive vs Capsule CRM: Pipedrive focuses on visual sales pipeline management, while Capsule CRM is a simpler, growth-oriented CRM for managing contacts and relationships, often for smaller businesses.
- Pipedrive vs Insightly: Pipedrive specializes in sales pipeline visualization, while Insightly offers a broader CRM solution with project management, marketing automation, and more robust reporting.
- Pipedrive vs Freshsales: Pipedrive offers deep sales pipeline visualization, while Freshsales CRM provides a more complete solution with built-in phone, AI tools, and integrated marketing features.
- Pipedrive vs Salesforce: Pipedrive is user-friendly and sales-focused for SMBs, whereas Salesforce is a highly customizable, enterprise-level CRM with extensive features across sales, service, and marketing.
- Pipedrive vs Zendesk: Pipedrive emphasizes visual sales pipeline management and automation, while Zendesk primarily focuses on customer service and support. It also offers CRM capabilities with built-in communication tools.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs ClickUp: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
Frequently Asked Questions
Which is more affordable, Pipedrive or Insightly?
Pipedrive generally offers more affordable pricing plans, especially for small teams. Its Essential plan starts at $14.90 per user per month, while Insightly’s Plus plan starts at $29 per user per month.
Which CRM is easier to use, Pipedrive or Insightly?
Pipedrive is known for its user-friendly interface and intuitive design. Insightly is also user-friendly but could have a steeper learning curve due to its longer range of features.
Does Pipedrive or Insightly offer better project management features?
Insightly has a clear advantage when it comes to project management. It offers built-in project management tools that allow you to manage tasks, track progress, and collaborate with team members, all within your CRM.
Do Pipedrive and Insightly offer mobile apps?
Yes, both Pipedrive and Insightly offer mobile apps for iOS & Android devices. This allows you to access your CRM data & manage your sales and customer relationships on the go.
Can I integrate Pipedrive or Insightly with other tools?
Yes, both CRMs offer a wide range of integrations with popular business tools like email marketing platforms, accounting software, and productivity apps. This allows you to connect your CRM to your existing workflow and streamline your business processes.
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