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Pipedrive vs Insightly Comparison

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Overview

Category Leaders

Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

Category Leaders

Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities and...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

14.90

/user

Per month

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

29

Per month

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.5

2.3K

5

4

3

2

1

1,544

700

106

26

16

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

3.9

497

5

4

3

2

1

169

205

79

17

27

  • Value for money
  • Ease of use
  • Features
  • Customer support
88%
would recommend this app

Pros

Overall, Pipedrive has been an awesome tool. It helps stay focused on the most important stuff.

AR

Anonymous Reviewer

The quote management function is the best part of this, reminding you of outstanding quotes and previous approved deals.

JB

John B.

Pipedrive is now the most preferred sales management tool for our portfolio companies, and it is perfect not to mention the beauty of its interface.

CK

Caner K.

Pros

Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.

NA

Nawar A.

I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.

MP

Melinda P.

Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.

AR

Anonymous Reviewer

Cons

My biggest issue was during the implementation process. We quickly found their programming to be inferior to SalesForce and decided to cut our losses to spend a little more on them.

JG

James G.

BUT when we saw that they charged us again for a full year we asked to cancel the service and they refuse to refund us for the unused year because they already charged it.

AR

Anonymous Reviewer

The customer service and the overall functionality of this product is terrible.

AD

Andy D.

Cons

API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.

AR

Anonymous Reviewer

If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
AvatarImg

Iain M.

There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last review2 days ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features154
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • Auto-Responders
  • Batch Processing
  • Budget Management
  • Business Card/Badge Scanning
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Management
  • Cataloging/Categorization
  • Churn Management
  • Click Tracking
  • Client Tracking
  • Client/Property Matching
  • Code-free Development
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Geotargeting
  • Goal Management
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Currency
  • Multi-Language
  • Multiple Site Management
  • Negative Feedback Management
  • Offline Form
  • Online Forms
  • Opportunity Management
  • Pageview Tracking
  • Patient Communications
  • Patient Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Pre-Configured Bot
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Property Management
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Consumer-facing Chat
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Summary Reports
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Time on Site Tracking
  • To-Do List
  • Transcripts/Chat History
  • Transfers/Routing
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management
  • Total features124
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • Auto-Responders
  • Batch Processing
  • Budget Management
  • Business Card/Badge Scanning
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Management
  • Cataloging/Categorization
  • Churn Management
  • Click Tracking
  • Client Tracking
  • Client/Property Matching
  • Code-free Development
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Geotargeting
  • Goal Management
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Currency
  • Multi-Language
  • Multiple Site Management
  • Negative Feedback Management
  • Offline Form
  • Online Forms
  • Opportunity Management
  • Pageview Tracking
  • Patient Communications
  • Patient Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Pre-Configured Bot
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Property Management
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Consumer-facing Chat
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Summary Reports
  • Survey/Poll Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Time on Site Tracking
  • To-Do List
  • Transcripts/Chat History
  • Transfers/Routing
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management

Integrations

  • Total integrations524
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations261
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Pipedrive logo

Pipedrive

Good CRM at a fair price

Reviewed 4 years ago
Pros

Having assessed PipeDrive while looking at other CRMs, I like the ease of workflow compared to other tools like Insightly.

Cons

At the end of the day the functionality offered didn't justify the price for a small business so we went with the free version of Hubspot CRM for now.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Pipedrive logo

Pipedrive

Love Pipedrive

Reviewed 3 years ago

Love it. I've been a developer for Microsoft CRM, Salesforce, custom CRMs; I've tried Soho, Insightly, Podio... I'm a big fan of Pipedrive. They continue to improve on a weekly basis with new functionality or improve current functions.

Pros

Email Integration: if you use Outlook or Gmail your email will come into Pipedrive. Other systems offer a way to send your emails into their system, but it requires an extra step, some of them tedious. With Pipedrive, I open the browser app and my Gmail email is there. I can easily assign the email to a deal. This is the most important feature for me when looking at CRMs. Custom Data: I initially started with Insightly. You can create a custom field and import the data with a spreadsheet. However, you can't update that same data with a spreadsheet. With Pipedrive, you can update custom fields with a spreadsheet.

Cons

The phone app isn't as intuitive as the web browser.

Overall Rating
  • Value for money