Choosing the right CRM can feel like picking out a new car. Overwhelmed by options?
Two popular choices are Pipedrive and Instantly, both of which promise to streamline your sales process and boost your bottom line.
But which one is the best fit for your needs?
In this head-to-head matchup, we’ll examine the key differences between Pipedrive and Instantly, including their features, pricing, and ease of use.
By the end, you will have all the necessary information to make a confident decision and move your business forward.
Pipedrive vs Instantly Overview
We’ve spent weeks testing both Pipedrive and Instantly to give you the most accurate comparison.
We’ve explored their features, navigated their interfaces, and contacted their customer support teams.
Now, let’s dive into what we discovered.
Want a simple, effective way to manage your sales pipeline? Start your 14-day free trial of Pipedrive and see the difference!
Pricing: It has a free plan. Paid plan starts at $24/month
Key Features:
- Pipeline Management
- Sales Reporting
- Mobile App
Want to boost your cold email open rates by up to 67%? Instantly, it can help you achieve that and more. Experience the difference today!
Pricing: It has a free plan. The premium plan starts at $37/month.
Key Features:
- Unlimited email sending
- AI-powered email writer
- Built-in email warm-up
What is Pipedrive?
Ever feel like your sales process is a bit chaotic? Pipedrive helps you organize everything.
Think of it as your command center for sales.
It lets you track deals, manage contacts, and automate tasks. Pretty handy, right? Plus, it has a clean and straightforward interface that's easy to learn.
Want a simple, effective way to manage your sales pipeline? Start your 14-day free trial of Pipedrive and see the difference!
Key Benefits
Pipedrive keeps things straightforward. Here's what it does best:
- Visual sales pipeline: See all your deals in one place, from initial contact to closing.
- Activity reminders: Never miss a follow-up with automated reminders and notifications.
- Customizable reports: Track your sales performance with detailed reports and insights.
- Mobile app: Manage your deals and contacts on the go with their mobile app.
- Integrations: Connect Pipedrive with other tools you use, like email marketing platforms and calendars.
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
Pros
Cons
What is Instantly?
Want to reach more people and book more meetings? Instantly is your secret weapon.
It's designed for high-volume outreach, mainly if you're focused on cold email.
Think of it as your email assistant, but it is way more powerful.
It helps you write better emails, send them at the perfect time, and avoid spam filters. Sounds good, right?
Ready to boost your email outreach? Don't let another email get lost in spam. Try Instantly AI today and see the results for yourself.
Key Benefits
- Unlimited email warm-up: No more limits on how many accounts you can warm up.
- AI-powered lead database: Find verified leads in seconds.
- Universal inbox: Manage all your email accounts in one place.
- Deliverability boost: See an average increase of 35% in inbox placement.
- AI email writer: Generate high-converting email copy in minutes.
Pricing
- Growth: $37/month.
- Hypergrowth: $97/month.
- Light Speed: $358/month.
Pipedrive vs Instantly Feature Comparison
Now, let's get down to business and compare the core features of Pipedrive and Instantly.
This side-by-side comparison will help you see which CRM best fits your needs and workflow.
Contact Management
Both Pipedrive and Instantly allow you to create detailed contact profiles.
You can store essential contact details like names, email addresses, phone numbers, and company information.
However, they differ in their organization and customization options.
- Pipedrive: Organizes contacts within "Organizations," making it easy to see the relationships between individuals and the companies they work for. You can also add custom fields to capture specific information relevant to your business.
- Instantly: This tool focuses on individual contacts and their email engagement history. While you can add notes and tags to contacts, it lacks Pipedrive's robust organizational structure.
Deal Management
If you want to track your sales team's progress, both platforms offer visual pipelines to manage deals. But their approaches are slightly different.
- Pipedrive: Provides a highly customizable pipeline view. You can create multiple pipelines for different sales processes and drag and drop deals as they progress through each stage.
- Instantly: Offers a more streamlined pipeline view focused on email outreach and follow-up. It automatically tracks email opens, clicks, and replies, giving insights into your engagement.
Email Marketing
While both CRMs offer email features, they cater to different needs.
- Pipedrive: This platform includes basic email integration for sending and receiving emails directly within the platform. However, it lacks advanced email marketing features like bulk sending or automated sequences.
- Instantly: Excels in email marketing. It allows unlimited email sending, provides an AI-powered email writer, and includes a built-in warm-up feature to improve deliverability.
Automation
Both Pipedrive and Instantly offer automation features to streamline your workflow.
- Pipedrive: Provides a visual automation builder to automate tasks like sending emails, updating deal stages, and creating follow-up reminders. You can set triggers based on dates, activities, or deal progress.
- Instantly: Focuses on automating email sequences and follow-ups. You can create personalized email campaigns that send automatically based on triggers like email opens or clicks.
Reporting and Analytics
Both platforms offer reporting and analytics to track your performance and gain valuable insights.
- Pipedrive: Provides customizable reports and dashboards to track key metrics like deal progress, revenue, and sales performance. You can filter data by date range, pipeline, or team member.
- Instantly: Offers detailed analytics on email campaign performance. You can track open rates, click-through rates, reply rates, and other engagement metrics.
Integrations
Both CRMs integrate with other popular business tools.
- Pipedrive: Offers various integrations with apps like Google Calendar, Zapier, and Mailchimp.
- Instantly: Integrates with fewer apps, primarily focusing on email marketing and outreach tools.
Mobile App
Need to access your CRM on the go? Both Pipedrive and Instantly have mobile apps.
- Pipedrive offers a mobile app for iOS and Android devices. From your phone or tablet, you can manage deals, view contacts, and track activities.
- Instantly: AIt also provides a mobile app for iOS and Android, allowing you to monitor email campaigns and outreach performance.
By now, you should have a good grasp of the critical differences between Pipedrive and Instantly. Let's move on to the final verdict!
What to Look for When Choosing a CRM Platform?
- Ease of use: How intuitive is the interface? Can you easily navigate and find the information you need?
- Customization: Can you tailor the CRM to your sales process and workflow?
- Scalability: Can the CRM grow with your business?
- Customer support: What kind of support does the company offer? Is it available 24/7?
- Pricing: Does the pricing fit your budget? Are there different plans to choose from?
- Integrations: Does the CRM integrate with your other tools, such as your email marketing platform or accounting software?
- Mobile access: Do you need to access your CRM on the go? Is there a mobile app available?
- Specific features: What features are most important to you? Do you need advanced reporting, automation, or email marketing capabilities?
- Security: How secure is your data within the CRM? Do they offer robust security measures and compliance certifications?
- Reporting and Analytics: How comprehensive are the reporting features? Can you easily track vital metrics and gain insights into your sales performance?
- User adoption: How easy can your team learn and use the CRM? A CRM is only effective if your team uses it.
- Reviews and reputation: What are other users saying about the CRM? Check out online reviews and ratings to understand its strengths and weaknesses.
Final Verdict (Our Pick)
So, which CRM comes out on top? For us, it's Instantly. Why?
Because it offers unlimited email sending and powerful features like the AI email writer.
This makes it an excellent choice for businesses that rely on outreach and want to scale their efforts.
For example, if you send hundreds or even thousands of emails daily, Instantly can help you automate your outreach and improve your results.
However, Pipedrive is still a solid option, especially if you need a more affordable CRM that focuses heavily on deal management.
Ultimately, the best choice depends on your specific needs and priorities.
We've given you the information; now it's your turn to decide!
Frequently Asked Questions
Can I import my existing contacts into Pipedrive Instantly?
Both platforms allow you to easily import contacts from a CSV file or other CRM systems. This saves you time and ensures a smooth transition.
Does Pipedrive or Instantly offer a free plan?
While neither platform offers a completely free plan, both provide free trials. This gives you a chance to test the features and see which CRM is the best fit for your needs.
Which CRM is better for small businesses?
Pipedrive is generally more affordable for small businesses, especially those with limited budgets. However, pricing can be higher if you need multiple email accounts.
Can I use Pipedrive and Instantly together?
While it's technically possible to use both CRMs simultaneously, it's not recommended. This can lead to data duplication and confusion. It's best to choose one platform that best meets your needs.
What kind of customer support do Pipedrive and Instantly offer?
Both companies offer excellent customer support through email, chat, and phone. They also have extensive knowledge bases and helpful resources available online.
