Insightly and Pipedrive are two leading customer relationship management tools (CRMs) offering contact and deal management, sales pipelines, and workflow automation. Although both are similarly priced, Pipedrive’s intuitive interface and easy-to-use features make it the better choice for most small businesses while Insightly is better for teams needing project management features.
When to Use Pipedrive
Pipedrive is built around an intuitive and visual sales pipeline tool that makes it easy to create deals and move them through your sales process. It’s competitively priced, beginning at $12.50 per month, per user with a focus on features that make it easy to manage your sales pipeline, making it the better option for individuals and teams who sell products and services and want a simple-to-use tool to manage their sales cycle.
When to Use Insightly CRM
Insightly is a powerful CRM that, in addition to robust contact and deal management features, includes project management tools. As a result, Insightly is a good choice for organizations that sell project-based services like contractors and design agencies with paid plans starting at $29 per user, per month. There is also a free plan, making it also a good option for solopreneurs who want an affordable CRM and project management tool.
Insightly vs Pipedrive at a Glance
|Kanban-style Sales Pipeline|
Is Insightly or Pipedrive Best For You?
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How We Evaluated Insightly & Pipedrive
We looked at how both Pipedrive and Insightly handle common CRM tasks like generating new leads, managing contacts and accounts, and moving deals through your sales process. We also considered how easily they help you measure performance metrics through reporting features, dashboards and analytics. Finally, we looked at how easy they are to use, and how affordable they are for small businesses.
The criteria we used to evaluate the best include:
- Price & affordability: We looked at the pricing and value of each plan based on the features that matter most
- Ease of use: We evaluated how intuitive each is at performing common tasks and finding important information, as well as how easy it is to configure the CRM software and get started
- Lead & sales opportunity management: Each software has tools for generating, organizing, and cultivating leads from multiple sources. We evaluated how the process differed
- Additional features: We looked at what features are available for handling tasks like sending follow-up emails, updating lead information, and moving deals through the pipeline, along with mobile app functionality
- Customization: Available options to customize features like the sales pipeline, custom forms and fields, advanced reporting, and the overall look and feel of the software were compared
- Analytics & reporting: We looked to see whether or not the software allows tracking of individual goals, sales activities, and overall team performance to plan
- Customer support: We evaluated the customer support options provided by each company, and what type of onboarding and training materials each provides
As a result, we determined Pipedrive is the better option for most small businesses. While it lacks a free-forever plan, it focuses on the features that are most likely to be important, like an intuitive sales pipeline tool and the ability leads and deals on the fly. It also has a mobile app with features like scheduling, which help keep sales representatives focused and productive on the go.
Insightly vs Pipedrive: Pricing & Features
Insightly and Pipedrive both include many common CRM features like lead, contact, and deal management as well as sales pipelines and customization options. Pricing varies between the two, with Insightly offering a basic plan for free while Pipedrive plans begin at $12.50 per month, per user.
Pipedrive does not have a free forever plan but does offer three-tiered plans that range between $12.50 per month, per user and $49.17 per month, per user. In addition, Pipedrive does offer a 14-day free trial, allowing you to try out any plan before you buy.
Pipedrive Tiered Features
|Sales Pipeline Tracking|
|Customized Sales Processes|
|Configurable Dashboards & Reports|
|Meeting & Task Scheduler|
Pipedrive’s Silver plan is $12.50 per month, per user and includes contact management tools, visual pipeline, and configurable reporting. For entry-level users, Pipedrive is significantly easier to set up and offers more options to configure your pipeline than the most basic plan offered by Insightly. The Silver plan also allows users to set personal and company sales goals, a feature which is not offered in Insightly at this level.
Compared to Insightly’s similarly priced plans, Pipedrive lacks some of the advanced features like in-app calling and lead scoring. Overall, however, the software is simpler to use and easier to get set up. This plan is an especially good choice for individuals who are mostly focused on moving qualified leads and deals through a highly visual sales pipeline as well as those who aren’t concerned with complex customization and advanced analytics.
The Gold Plan is $24.20 per month, per user, making it slightly less expensive than Insightly’s entry-level paid plan. This plan adds features that include the meeting scheduler, which allows users to send their availability for prospects to pick a time to meet and the product catalog. This makes it the better choice than Insightly for businesses that manage product sales and build proposals and quotes regularly.
The Gold plan also offers visibility into advanced analytics including margins, discounts, and sales splits, making it ideal for businesses who sell both products and services and want to track these important metrics. These are features not available in Insightly, which does not include product catalogs in any plan. Pipedrive also offers a far more streamlined import process compared to Insightly, offering one-click importing from most major CRM providers.
The Platinum plan is $49.17 per month, per user, and includes all of the features of the Gold plan but adds additional sales forecasting and advanced reporting features. The Platinum plan also includes the ability to set specific permissions for different team member roles as well as team sales goals in addition to individuals and company.
The Platinum plan is roughly the same price as the Professional plan offered by Insightly, although the latter lacks the simple goal-setting features found here. As a result, multilevel sales teams find that Pipedrive is ideal, especially those who need product catalog and scheduling capabilities. While this is the top level plan offered by Pipedrive, it does lack the advanced customization and complex workflow automation found in Insightly.
Insightly offers a basic free CRM plan with contact management and project management for up two users. Paid plans are $29 and $49 per month, per user and include popular CRM and project management functionality like email tracking and project management pipelines. Insightly pricing is in line with other comparable CRMs that offer similar feature sets.
Insightly Tiered Features
|Sales Pipeline Tracking|
|Custom CRM Fields|
|Bulk Email Campaigns|
|Business Card Scanner|
|Lead Assignment Routing|
|Customized Sales Processes|
|Configurable Dashboards & Reports|
|Phone Dialing Add-on|
Insightly’s free plan includes basic CRM functionality like contact management, tasks, sales opportunities, and project management. While these features are limited compared to the paid plans, Pipedrive does not offer a free plan, and the entry-level plan there does not include project management of any kind.
The free plan is a good option for individuals who want to manage customer projects in addition to contacts and deals but don’t need advanced features. Insightly’s free offering is also a good alternative for budget-conscious solo entrepreneurs who provide consulting or other professional services but use other calendar or marketing tools as it integrates well with G Suite.
Insightly’s Plus plan is $29 per month, per user and includes customized project pipelines, email tracking, lead assignment, and the business card scanner. Users can add and manage up to 100,000 records and send 2,500 bulk emails a month, making it ideal for sales teams that need to send highly targeted drip campaigns to a select number of contacts.
The Plus plan, however, does not include the workflow automation found in the Professional plan. For this reason, it is best for sole proprietors or businesses with a simple, non-automated sales process. The lead assignment features, however, make it a good option for companies with specialized teams for different types of leads based on geography, industry, or company size.
The Professional plan is $49 per month, per user and increases the number of records you can manage to 250,000. This is in line with the Platinum plan from Pipedrive. However, it includes several advanced project management and customization options not included there. It also includes role-based permissions and workflow automation tools, and the project management tools make it a good choice for high-volume, project-based freelancers and agencies.
The Professional plan has far stronger customization options than Pipedrive and features advanced project management tools. It also includes a wide variety of third-party integrations to expand its robust capabilities. This plan is primarily valuable to teams who want to have their managers control and set roles and permissions for their team members as well as those who need the ability to highly customize all aspects of the CRM with custom fields and pipelines.
Insightly vs Pipedrive: Ease of Use
Insightly and Pipedrive are both well-designed CRMs. However, they focus on different features and functionality, making the comparison between how you use either product less straightforward. In addition, Insightly can be a little overwhelming due to all of the customization packed into the interface while Pipedrive has a far simpler and cleaner interface that many will find more intuitive and easier to navigate.
Pipedrive Ease of Use
Almost every Pipedrive feature can be accessed on one of six screens, keeping important information and tasks in front of users. It is also highly visual, using large graphical displays and color to provide information about things like deal stages at a glance. Pipedrive generally requires far fewer clicks than Insightly to accomplish tasks, and leads and deals can be added on the fly without having to navigate to different areas of the interface.
Insightly Ease of Use
Insightly generally does a good job of including a large number of features into a user-friendly interface. It uses a tabular list view for most areas of the interface, which may be familiar to many users but lacks the visual cues provided by Pipedrive’s more graphical approach. Additionally, because Insightly includes far more features and far deeper customization, the setup can be more involved, take more time, and require training and onboarding support.
Insightly vs Pipedrive: Customer Service
Both Insightly and Pipedrive offer similar levels of customer service and are known to be very responsive to customer service issues including problems, feedback, and support requests. However, Insightly’s dedicated training and support channels come at an additional cost.
Pipedrive Customer Service
Pipedrive doesn’t offer phone support, but users can contact support via chat and email. It also offers an extensive support knowledge base with videos and webinars covering important help issues like getting set up, configuring your CRM, mobile app, and integrations. Overall, Pipedrive does a great job of taking care of its customers and getting them up and running.
Insightly Customer Service
Insightly offers both self-help knowledge base support and email support as well as community forums for gaining insight and sharing best practices with other users. However, Insightly charges for additional support separately from the software subscription. For example, training and dedicated phone support cost an additional fee.
Insightly vs Pipedrive: Customer Reviews
Both Insightly and Pipedrive have loyal bases of users who find them to be a good value and meet their specific contact management needs. Because they focus on different approaches to the overall customer relationship experience, users differ on their overall impressions of the feature sets and interface.
Pipedrive Customer Reviews
Pipedrive users especially appreciate its core features, including the visual pipeline and intuitive interface that requires little onboarding. Users also give positive reviews for its third-party integrations with other software like marketing automation and email marketing tools. Users do express negative feedback that Pipedrive lacks advanced webhook integrations and advanced filtering capabilities.
“Sales is part of my job, but I am not a full-time salesperson, which is the main reason I chose Pipedrive for my needs …. Pipedrive helps me keep track of all of my sales prospects in an efficient way so that I can spend the time I need to on new business activities while freeing me up to do everything else I need to do for my clients and my company.”
― Scott Rosenblum, President & Founder LEVEL PR
Insightly Customer Reviews
Users give Insightly positive reviews for the extensive customization that is possible as well as the Gmail plug-in that allows the creation of contacts and leads directly in your email browser. Some users find that the interface is less intuitive and more crowded compared to other CRMs, and the search features can be finicky with larger datasets.
The Bottom Line
Insightly and Pipedrive are both small business CRMs that offer many similar contact and deal management features. While both are affordable choices for many small businesses, they are focused clearly on different types of customers based on the features and functionality they include.
We recommend Pipedrive because of its ease of use, affordable cost, simple set up, and intuitive interface that makes it easy to move leads, contacts, and deals through your sales process. Pipedrive also has a well-designed mobile app that focuses on the information and features your sales team needs on the go. Pipedrive offers a 14-day free trial of any of its plans. You can visit its website to try it out today.