Pipeliner CRM vs Insightly Comparison Chart

Summary
Pricing
Details
Top features
Typical customers
Support options
Mobile apps
Android
iPhone/iPad
User reviews
Value for money
Ease of use
Features
Customer support
Users recommended to a colleague
Integrations
Social presence
Facebook
Twitter


Reviews

Gary Perkins

Verified Reviewer

Managing the Sales Pipeline visually

2015-11-12

We have used the software internally and we also now recommend to others, as a cloud based system, this is now our preferred option for sales and marketing teams. Having recently taken on new staff, who had not been exposed to CRM before it was refreshing to see how quick that can pick up running with the system and for us more important was that instant awareness and reminder of their purpose, i.e. how they need to attain their target.

Pros

Having seen the new 'Insights' functionality on a recent webinar, this is the next item we want to explore and start to use to give a deeper understanding of how different sales people are performing, not just on sales.

Cons

Having spent now nearly 20 years working with CRM systems, my view is there is no such thing as a perfect system and that clients will always want more functionality and this applies across all systems. The functionality is usually there, but may need to be pulled out. For Pipeliner CRM, the only real difficult I have had to learn is the data import functionality does need to be thought about and understood. Having said that, this is usually sorted in the initial set-up by accredited external consultants or trained system administrators....so maybe it is me and I just need to spend a bit more time on this...

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
1 of 1 people found this review helpful
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Pipeliner CRM Reviews
Pipeliner CRM
It's All About Sales! Pipeline management, sales process.`
Read more
Ian J Lowe

Verified Reviewer

Finally a CRM that delivers results

2015-04-02

Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome.

Pros

Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are in relation to your quota on the same screen and take the action you need to progress. I particularly love the 'Buying Center'. You have to see it to believe it but relationship mapping is a major challenge for most who have longer term, complex pursuits with multiple stakeholders. The Buying Center makes it easy to keep track of and manage everyone involved in an opportunity, even if they don't work for that company. There are so many awesome features but that one alone saves so much time and effort and delivers tremendous value.

Cons

That it's taken so long for CRM to get this good!

Source: GetApp
4 of 4 people found this review helpful
Helpful?   Yes   No
Pipeliner CRM Reviews
Pipeliner CRM
It's All About Sales! Pipeline management, sales process.`
Read more
Ian Lowe

At last a CRM that actually helps you to sell.

2016-04-17

Pros

Everything you nee to make the right decisions quickly is right there, with even more insight no more than a click or two away.

Cons

The mobile app is in need of an update so I'm looking forward to the new version coming out later this month. Having a telephone support number would be nice to have.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Pipeliner CRM

If you've been labouring with a more traditional CRM do yourself a favour and give Pipeliner a try, you and your sales people will be glad you did.

Source: Software Advice
Helpful?   Yes   No
Pipeliner CRM Reviews
Pipeliner CRM
It's All About Sales! Pipeline management, sales process.`
Read more
Anonymous
(Accounting company, 11-50 employees)

Insightly CRM

2018-12-08

It's a nice tool which accuartly shows our team where clients are in the pipeline. The CRM is useful.

Pros

We use this platform to track prospective clients and our sales pipeline. We then use custom reports to generate a weekly pipeline report that our team reviews. It's nice that it's a completely customizable CRM, that is pretty easy to use. It's one of the few platforms that we haven't replaced in our firm in the past 5 years, which is saying alot.

Cons

When we set up the system, I don't think we accounted for certain reporting limitations based on customized fields, which has resulted in a very fragmented export / reporting process for us. For example, contacts and organizations aren't linked in an export, so I have to do a vLookup to get a client list by organization. Quite a pain, but I'm guessing it was our own doing.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Insightly Reviews
Insightly
CRM for lifelong customer relationships.
Read more