Insightly and Pipedrive are both strong CRM options for mid-sized businesses, but cater to different needs. Insightly excels in Google Workspace integration and customizability, making it ideal for businesses heavily reliant on Google's ecosystem. Pipedrive, with its intuitive interface and advanced sales automation, is a better fit for sales-centric teams prioritizing pipeline management and deal closure. Both offer competitive pricing and cater to similar business sizes.
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Insightly is a popular and affordable CRM designed to help businesses manage customer data, sales, and marketing in one place. It offers tools for lead tracking, opportunity management, email marketing, customer support, and more. Insightly is highly customizable, integrates with hundreds of apps, and is suitable for businesses of all sizes across various industries. It's known for its ease of use, affordability, and scalability, helping businesses streamline their operations and improve customer relationships.
Pipedrive is a customer relationship management (CRM) tool designed to make sales teams more efficient. It helps businesses of all sizes track leads, manage deals, and analyze sales data. Pipedrive stands out for its ease of use and intuitive interface, making it simple for teams to get started quickly. It offers features like pipeline management, sales automation, and reporting to streamline the sales process and improve performance. The software aims to help close more deals and make more informed decisions with real-time insights and AI-powered recommendations.
Summary
Main difference
Insightly CRM is a better choice for businesses deeply integrated with the Google Workspace ecosystem, leveraging its seamless Gmail and Google Calendar integrations for streamlined workflows. Pipedrive is better suited for sales-focused teams prioritizing visual pipeline management and sales automation features, benefiting from its intuitive interface and robust reporting capabilities.
Relative strengths of Insightly CRM (compared to Pipedrive)
Strong Google Workspace Integration: Insightly's deep integration with Google Workspace, including Gmail and Google Calendar, simplifies data entry and centralizes customer information within the familiar Google ecosystem.
Customizable and Flexible: Insightly offers extensive customization options, allowing businesses to tailor fields, pipelines, and reports to their specific needs.
Affordable Pricing: Insightly's pricing plans, particularly the Plus and Professional tiers, offer competitive value for smaller businesses seeking a full-featured CRM.
Relative weaknesses of Insightly CRM (compared to Pipedrive)
Limited Reporting Capabilities: While customizable, Insightly's reporting features are less intuitive and powerful compared to Pipedrive's robust reporting and analytics tools.
Mobile App Limitations: Insightly's mobile app has limited functionality and syncing issues, hindering its usability for teams on the go.
Less Focus on Sales Automation: While Insightly offers some sales automation, it's not as comprehensive as Pipedrive's advanced automation features, which might be a drawback for sales-driven organizations.
Insightly CRM is a popular, affordable, and user-friendly platform ideal for small to medium-sized businesses. Users praise its intuitive interface, seamless Google Apps integration, and customization options. While some find the reporting features complex and the mobile app lacking, many appreciate the affordable pricing and excellent customer support. Insightly helps businesses manage customer data, sales, and marketing effectively.
Pipedrive is a user-friendly CRM designed for sales teams in small businesses to enhance efficiency and close deals faster. Users love its intuitive interface and email management capabilities, finding it simple to organize opportunities. However, some find the mobile app limited and deal stage visibility challenging. Ideal for businesses seeking a straightforward tool to manage leads and track sales.
Best for small to medium-sized businesses (1-1000 employees).
Suitable for businesses across various industries, including healthcare, finance, and e-commerce.
Best for small businesses (1-100 employees), good fit for medium businesses (101-1000).
Excellent for Ecommerce, Software/IT, and Professional Services.
Insightly CRM and Pipedrive features
Supported
Partially supported
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Lead Management
10
sources
Supported
Insightly CRM offers lead tracking, deal management, and sales process automation.
Supported
Pipedrive supports lead and deal management and automates sales processes.
Pipeline Management
10
sources
Supported
Insightly supports pipeline management, including visualizing, tracking, and identifying bottlenecks.
Supported
Pipedrive supports visualizing sales process, tracking deals, and identifying bottlenecks.
Sales Automation
10
sources
Supported
Insightly CRM automates tasks, tracks progress, and improves sales efficiency.
Insightly supports visualizing the sales pipeline with a Kanban-style board.
Supported
Pipedrive supports the ability to visualize the sales pipeline in a Kanban-style board for easy monitoring of deal progress.
CRM integration
10
sources
Supported
Insightly supports CRM integration for lead management, sales automation, and data synchronization.
Supported
Pipedrive supports CRM integration for lead management, sales automation, and data synchronization through its extensive range of integrations and API capabilities.
Workflow Automation
10
sources
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Insightly CRM offers workflow automation to streamline sales processes and reduce manual effort.
Supported
Pipedrive supports workflow automation to automate sales workflows and tasks, reducing manual effort and improving efficiency.
Browse all features
Qualities
Value and Pricing Transparency
-0.33
Rather negative sentiment
-0.19
Neutral sentiment
Customer Service
+1
Strongly positive sentiment
+0.49
Rather positive sentiment
Ease of Use
+0.57
Rather positive sentiment
+0.85
Strongly positive sentiment
Reliability and Performance
+0.47
Rather positive sentiment
+0.54
Rather positive sentiment
Ease of Implementation
+0
Neutral sentiment
+0.34
Rather positive sentiment
Scalability
+1
Strongly positive sentiment
+0.16
Neutral sentiment
Insightly CRM and Pipedrive Pricing
All prices USD, billed annually.
Plans
$29 per user/monthPlus
Lead and contact management
Project management
Advanced reports
Pre-built business dashboards
$49 per user/monthProfessional
All Plus plan features and:
Lead assignment and routing
Workflow automation
Custom page layouts
$99 per user/monthEnterprise
All Professional plan features and:
Sandboxes
Products, pricebooks, and quotes
Comprehensive audit logging
All plans offer a 14-day free trial. Smart Docs add-on is included for free in the Professional and Enterprise plans.
Plans
$14 per user/monthEssential
Lead, calendar and pipeline management. Seamless data import and 400+ integrations. Create activity, deal and contact reports with AI. Personalized onboarding.
$39 per user/monthAdvanced
Essential Plan + Full email sync with templates, open and click tracking and group emailing. Automations builder, including email sequences. Meeting, email and video call scheduling. Live chat support.
$49 per user/monthProfessional
Advanced Plan + AI-powered Sales Assistant and emailing tools. Contract and proposal management with e-signatures. Streamlined lead routing and team management. Revenue forecasts and custom field reporting. Extra data entry and data quality settings.
$64 per user/monthPower
Professional Plan + Project planning, tracking and delivery. Increased control of account permissions and visibilities. 24/7 live chat support. Phone support.
$99 per user/monthEnterprise
Power Plan + Enhanced security preferences. Sandbox testing account. Unlimited reports and customizations. Maximize the number of automations and email syncs per seat.
Intuitive and user-friendly interface for basic CRM functions.
Seamless integration with Google Apps and Gmail.
Highly customizable with options for custom fields and pipelines.
Affordable pricing, especially for smaller businesses.
Excellent customer support, responsive and helpful.
Easy to use and intuitive.
Great for managing customer email interactions.
Simple and straightforward to use.
Excellent way to keep opportunities organized and customization is a bonus!
Users dislike
Reporting features are not intuitive and require more knowledge to use effectively.
Occasional lag when navigating the website and updating lists.
Limited filtering capabilities, with no option to compare date fields.
Mobile app is underwhelming with limited functionality and sync issues.
Difficulty emailing to organization emails and managing contacts effectively.
The custom tags for the leads don’t transfer to deals.
Limited integration with platforms other than Facebook
The mobile app is underwhelming with limited functionality
When having too many stages in Pipedrive, it seems to compromise the view and I cannot see the full title of each stage.
Insightly CRM and Pipedrive Ratings
G2
4.2/5
(914)
Glassdoor
3.4/5
(93)
G2
4.3/5
(1877)
Capterra
4.5/5
(2418)
Glassdoor
3.6/5
(250)
Company health
Employee growth
15% decrease in the last year
3% increase in the last year
Web traffic
7% increase in the last quarter
4% increase in the last quarter
Financing
October 2015 - $38M
April 2018 - $90M
How do Insightly's reporting limitations compare to Pipedrive's analytics?
While Insightly's customizable reports offer flexibility, users find them unintuitive and requiring more expertise. Pipedrive, though not explicitly praised for robust analytics, doesn't receive the same complaints about usability. Therefore, for users prioritizing ease of use in reporting and analytics, Pipedrive might be preferable.
Which product best integrates with Google Workspace for my team?
Insightly is the better choice for Google Workspace integration. While neither product description explicitly details the extent of their Google Workspace integrations, Insightly's user reviews highlight its "seamless integration with Google Apps and Gmail." This direct user feedback suggests a more robust and user-friendly integration compared to Pipedrive, where no such user praise is mentioned regarding Google Workspace.
What are the advantages of Insightly CRM?
Insightly offers strong customizability, including custom fields and pipelines, making it adaptable to various business needs. Its seamless integration with Google Apps and Gmail is a significant advantage for users heavily reliant on those platforms. Furthermore, Insightly is praised for its affordability, particularly for smaller businesses, and its responsive customer support.
What are the disadvantages of Insightly CRM?
Insightly's reporting features are considered less intuitive and require more expertise to use effectively. The platform may experience occasional lag, and its filtering capabilities are limited, lacking the ability to compare date fields. The mobile app is also seen as underwhelming due to limited functionality and synchronization issues. Finally, users have reported difficulties managing contacts effectively and emailing organizational emails.
Is Insightly CRM cheaper than Pipedrive?
Insightly CRM's starting price is $29/user/month, while Pipedrive's starting price is $14/user/month. Therefore, Pipedrive is cheaper than Insightly at the entry-level. However, both offer similar pricing tiers at the higher end, with both topping out at $99/user/month for their enterprise plans.
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.
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