Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly
Score 8.5 out of 10
N/A
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$0
per month Up to 2 users
Pipedrive
Score 8.0 out of 10
N/A
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
$14.90
per month
Pricing
InsightlyPipedrive
Editions & Modules
Free
$0
per month Up to 2 users
Plus
$29.00
Per User/Per Month (billed annually)
Professional
$49.00
Per User/Per Month (billed annually)
Enterprise
$99.00
Per User/Per Month (billed annually)
Essential
$14.90
per month
Advanced
$27.90
per month
Professional
$49.90
per month
Power
$64.90
per month
Enterprise
$99
per month
Offerings
Pricing Offerings
InsightlyPipedrive
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
InsightlyPipedrive
Considered Both Products
Insightly
Chose Insightly
Insightly ranks towards the top for ease of use and that is very important, as we add new team members. Sage is a little dated and clunky, and I find Salesforce to not be intuitive at all and extremely clunky, and if an error is made it is impossible to understand what it is …
Chose Insightly
We selected Insightly because of the price. After a year we migrated to Freshsales because it gives us all the features we need for inbound and outbound (workflows for tasks, email campaigns, auto-assignation, integration with a phone provider, integration with multiple apps …
Chose Insightly
More options with Insightly but could be more organized!
Chose Insightly
Insightly CRM could stand to offer more functionality for larger organizations. But what Insightly CRM does, it does very well, with a few minor caveats. The user interface (UI) is easy to follow, and there are plenty of customizations and integrations. However, it cannot …
Chose Insightly
It does everything that the above products do but it does them better and with more ease of use. The user interface is easy to follow and there are plenty of customizations that are available. We selected it specifically for this purpose since we have a wide variety of …
Chose Insightly
We actually have tried another tools, but they were more focused on some features and Insightly does almost everything. As I stated before, the project management is not that great in this tool, although it solves almost all of our internal problems regarding business …
Chose Insightly
I think that sales software should take sales behavior into account when setting up the UI. Pipedrive and Trello are great because they use Kanban style progress visuals, i.e. the movement of cards through a process from left to right. Trello is great because it can also be …
Chose Insightly
Insightly still feels more simple to use - not so 'step complex' ... and gives me quick access to the things that I need ....
Pipedrive
Chose Pipedrive
Pipedrive is a very effective project management tool whereas I have used Insightly more as a full CRM system - this is not a negative reflection on Pipedrive as I cannot really compare them as they were used for completely different needs. As a project management system …
Chose Pipedrive
I really like Pipedrive for a small business or a Salesforce with a lot of newer reps. It's so simple to see at a glance what is needed for follow up of all top leads, and all leads in general. Reps won't forget the next steps because of the reminders, and it's very easy to …
Chose Pipedrive
Pipedrive is a lightweight tool, both in terms of price, and features. This means that it is easy to use and not very expensive. Other apps had unwieldy interfaces, or too deep a feature set (which corresponded to higher costs.). Pipedrive was the the right level of tool for …
Top Pros
Top Cons
Features
InsightlyPipedrive
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.6
378 Ratings
1% below category average
Pipedrive
6.3
59 Ratings
20% below category average
Customer data management / contact management8.7364 Ratings6.515 Ratings
Workflow management8.2330 Ratings7.812 Ratings
Territory management7.656 Ratings6.68 Ratings
Opportunity management7.9331 Ratings8.957 Ratings
Integration with email client (e.g., Outlook or Gmail)7.5337 Ratings7.355 Ratings
Contract management6.521 Ratings3.09 Ratings
Quote & order management6.751 Ratings5.17 Ratings
Interaction tracking7.3294 Ratings7.113 Ratings
Channel / partner relationship management7.724 Ratings4.39 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Insightly
7.1
13 Ratings
5% below category average
Pipedrive
2.9
7 Ratings
88% below category average
Case management7.011 Ratings4.76 Ratings
Call center management7.28 Ratings1.15 Ratings
Help desk management7.19 Ratings3.16 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Insightly
7.6
295 Ratings
1% above category average
Pipedrive
8.5
40 Ratings
12% above category average
Lead management7.9281 Ratings8.340 Ratings
Email marketing7.2231 Ratings8.74 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
7.7
363 Ratings
2% above category average
Pipedrive
7.1
58 Ratings
7% below category average
Task management8.5354 Ratings8.955 Ratings
Billing and invoicing management6.039 Ratings4.15 Ratings
Reporting8.7300 Ratings8.254 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
8.0
324 Ratings
5% above category average
Pipedrive
5.1
60 Ratings
39% below category average
Forecasting7.092 Ratings5.111 Ratings
Pipeline visualization8.6302 Ratings8.660 Ratings
Customizable reports8.4289 Ratings1.78 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
8.2
324 Ratings
8% above category average
Pipedrive
6.1
56 Ratings
22% below category average
Custom fields9.1323 Ratings7.256 Ratings
Custom objects8.784 Ratings7.746 Ratings
Scripting environment6.86 Ratings1.04 Ratings
API for custom integration8.1164 Ratings8.539 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
8.1
276 Ratings
3% below category average
Pipedrive
7.3
54 Ratings
13% below category average
Single sign-on capability8.3246 Ratings6.112 Ratings
Role-based user permissions7.9181 Ratings8.552 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
90 Ratings
2% above category average
Pipedrive
1.1
5 Ratings
147% below category average
Social data6.825 Ratings1.15 Ratings
Social engagement8.078 Ratings1.15 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Insightly
5.9
135 Ratings
19% below category average
Pipedrive
3.6
7 Ratings
66% below category average
Marketing automation6.7135 Ratings3.67 Ratings
Compensation management5.14 Ratings3.54 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
8.4
297 Ratings
11% above category average
Pipedrive
8.2
53 Ratings
9% above category average
Mobile access8.4297 Ratings8.253 Ratings
Best Alternatives
InsightlyPipedrive
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyPipedrive
Likelihood to Recommend
8.9
(396 ratings)
8.9
(63 ratings)
Likelihood to Renew
8.3
(30 ratings)
8.0
(3 ratings)
Usability
8.7
(132 ratings)
8.9
(16 ratings)
Availability
10.0
(4 ratings)
8.2
(1 ratings)
Performance
10.0
(23 ratings)
-
(0 ratings)
Support Rating
5.5
(31 ratings)
8.4
(15 ratings)
Online Training
10.0
(6 ratings)
-
(0 ratings)
Implementation Rating
6.5
(22 ratings)
8.2
(1 ratings)
Configurability
7.0
(16 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
10.0
(1 ratings)
-
(0 ratings)
Ease of integration
10.0
(9 ratings)
-
(0 ratings)
Product Scalability
10.0
(7 ratings)
-
(0 ratings)
Vendor post-sale
10.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
InsightlyPipedrive
Likelihood to Recommend
Insightly, Inc.
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
Read full review
Pipedrive Inc.
Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.
Read full review
Pros
Insightly, Inc.
  • Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
  • Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
  • Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
Read full review
Pipedrive Inc.
  • Great visual visibility of the funnel plus easy to drag the deals across the stages
  • The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
  • The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
Read full review
Cons
Insightly, Inc.
  • There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
  • Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
  • Items such as Contacts and Organizations don't always link together.
Read full review
Pipedrive Inc.
  • Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
  • Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
  • Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
Read full review
Likelihood to Renew
Insightly, Inc.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Read full review
Pipedrive Inc.
-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.
Read full review
Usability
Insightly, Inc.
The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
Read full review
Pipedrive Inc.
There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!
Read full review
Reliability and Availability
Insightly, Inc.
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Read full review
Pipedrive Inc.
No answers on this topic
Performance
Insightly, Inc.
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Read full review
Pipedrive Inc.
No answers on this topic
Support Rating
Insightly, Inc.
Excellent support provided to deploy the app across all platforms like mobile, desktop and web and allow addition or deletion of users in quick time. It does not require any physical infrastructure and can be scaled at any level. It can be used across office locations to collaborate among users and help streamline workflow required to work on various projects.
Read full review
Pipedrive Inc.
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
Read full review
Online Training
Insightly, Inc.
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
Read full review
Pipedrive Inc.
No answers on this topic
Implementation Rating
Insightly, Inc.
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
Read full review
Pipedrive Inc.
Experiment is the only way to start
Read full review
Alternatives Considered
Insightly, Inc.
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
Read full review
Pipedrive Inc.
I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.
Read full review
Scalability
Insightly, Inc.
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Read full review
Pipedrive Inc.
No answers on this topic
Return on Investment
Insightly, Inc.
  • We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
  • Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.
Read full review
Pipedrive Inc.
  • Pipedrive has had an extremely positive impact on our overall business objectives. More specifically, the return on investment has been magnified by the fact that it is fairly inexpensive.
  • I can recall 2-3 conversations which prompted my boss and myself to note how convenient Pipedrive is.
  • Like most companies, it can often feel like we are spinning many plates at once. Even when our team is not able to connect in person every day, our projects are capable of progressing. Pipedrive has allowed us to press forward where we (normally) would have lacked the communication necessary in doing so.
Read full review
ScreenShots

Insightly Screenshots

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of

Pipedrive Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of