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Insightly VS Pipedrive

Compare Insightly VS Pipedrive and see what are their differences

Setuply
Setuply: Transform Clients into Brand Advocates. An AI-powered, purpose-built platform for client onboarding and lifecycle management, helping B2B teams accelerate revenue recognition, boost retention, and scale operations with confidence. featured
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  2. » Videos
  3. » Reviews
  4. » Alternatives

Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

Pipedrive logo Pipedrive

Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Visit Website
  • Insightly Landing page
    Landing page //
    2023-07-14
  • Pipedrive Landing page
    Landing page //
    2024-08-12

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business. Sign up for a 14-day free trial.

Insightly

Website
insightly.com
Pricing URL
Official Insightly Pricing
$ Details
-
Platforms
-
Release Date
-
Edit details

Pipedrive

Website
pipedrive.com
Pricing URL
Official Pipedrive Pricing
$ Details
paid Free Trial $14.0 / Monthly (Essential package)
Platforms
Android iOS Browser Web
Release Date
2011 July
Startup details
Country
United States
State
New York
City
New York
Founder(s)
Martin Henk
Employees
500 - 999
Edit details

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

Pipedrive features and specs

  • User-Friendly Interface
    Pipedrive is known for its intuitive and easy-to-navigate interface, making it accessible for users without extensive technical skills.
  • Pipeline Management
    It offers robust pipeline management features that help users visualize their sales processes and track deal progress effortlessly.
  • Customization Options
    Pipedrive allows for extensive customization, enabling users to tailor the CRM to their specific needs, including custom fields and workflow automations.
  • Integration Capabilities
    It integrates with numerous third-party applications like Gmail, Outlook, and Zapier, enhancing its functionality and allowing for seamless data flow.
  • Mobile App
    Pipedrive provides a well-designed mobile app that allows users to manage their sales activities on the go, ensuring productivity from anywhere.

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Pipedrive videos

+ Add

Pipedrive Review - Sales CRM Tool

More videos:

  • Review - Pipedrive Review: the Good the Bad and the Ugly
  • Review - What's new in 2019 - Pipedrive
  • Tutorial - What is CRM? (Customer Relationship Management)
  • Review - Pipedrive CRM Review 2021
  • Review - Pipedrive is the Best CRM for More Sales
  • Review - Pipedrive CRM Review: Key Features, Pros And Cons, And Alternative Products
  • Review - Pipedrive Review, Pricing and Features

Category Popularity

0-100% (relative to Insightly and Pipedrive)

Insightly

Pipedrive

CRM
29 29%
CRM
71% 71
Sales
28 28%
Sales
72% 72
CRM Platforms
33 33%
CRM Platforms
67% 67
Sales Workflow
21 21%
Sales Workflow
79% 79

User comments

Share your experience with using Insightly and Pipedrive. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Insightly and Pipedrive

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

Pipedrive Reviews

  1. Pieter Jan
    · Co-founder at Vizito ·
    The best CRM for our SaaS business

    Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.

    It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!

    Keep up the great work!

    🏁 Competitors: HubSpot CRM, Teamleader
    👍 Pros:    Easy to use|Quick and easy|Stable|Easy integration|Api integration|Rest api|Cost-efficient
  2. jeet998
    · Chief Manager at Entab Infotech Pvt Ltd ·
    Best CRM Software: PipeDrive

    All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Pipedrive offers a low-cost version for $12.50 per month that excludes the majority of the CRM capabilities that salespeople seek. Users must purchase the $50 version at least in order to run a business.
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
Using Pipedrive, businesses can customize chatbots and web forms and import or export data to and from spreadsheets or another CRM like Salesforce. The solution offers an AI-powered sales mentor for analyzing customer data usage. And its easy-to-use CRM software simplifies marketing and sales processes for businesses with small teams. Pipedrive is economically priced, making...
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Pipedrive is a CRM designed to grow sales. This Copper alternative provides businesses the ability to build custom sales pipelines to visualize the movement of prospects through the sales cycle. Pipedrive’s analytics help eliminate guesswork and allow you to make smarter decisions for your business. The software also allows you to automate several aspects of your sales...
Source: www.bigcontacts.com
What is CRM?
Hubspot is known for its marketing tools focused on the digital world. It launched its CRM just 3 years ago, and it has been widely accepted by small businesses due to its simplicity and low price. Another very similar alternative in this regard is Pipedrive.
Source: prokom.es
Best HubSpot CRM Software Solution Alternatives
Pipedrive is a popular CRM platform created by salespeople for salespeople. The solution is user-friendly, mobile-responsive, and high-performing and it can provide you with a great overview of your sales so you can focus on your top-priority deals.
Source: www.businessmodulehub.com

Social recommendations and mentions

Based on our record, Pipedrive seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Insightly mentions (0)

We have not tracked any mentions of Insightly yet. Tracking of Insightly recommendations started around Mar 2021.

Pipedrive mentions (2)

  • Why doesn't Microsoft have a better CRM product...?
    I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: over 2 years ago
  • Building Reach in Public
    Pipedrive → our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: about 3 years ago

What are some alternatives?

When comparing Insightly and Pipedrive, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.

Alore CRM - The AI-powered CRM that works 24x7 behind the scenes to do all your trivial work, so you can focus on what really matters: closing deals

WORKetc CRM - All-in-one business management system. CRM + Social + Projects + Billing

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