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.
$348
per year per user
Pipeliner CRM
Score 8.0 out of 10
Mid-Size Companies (51-1,000 employees)
Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. Pipeliner CRM provides a visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buyers and even helps identify key contacts within an organization. Pipeliner CRM Cloud is the latest addition to a product line that already includes Pipeliner CRM Hybrid, an…
$65
Pricing
Insightly
Pipeliner CRM
Editions & Modules
Plus
$29
per month (billed annually) per user
Professional
$49
per month (billed annually) per user
Enterprise
$99
per month (billed annually) per user
STARTER - Basic sales management, tracking and collaboration
$65.00 per user per month
STARTER - Basic sales management, tracking and collaboration
$65 per user per month
BUSINESS - Full CRM functionality, customization and unique productivity features.
$85 per user per month
BUSINESS - Full CRM functionality, customization and unique productivity features.
$85 per user per month
ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.
$115 per user per month
ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.
$115 per user per month
UNLIMITED - Full CRM functionality with advanced reporting, customization and services.
$150 per user per month
UNLIMITED - Advanced CRM functionality including advanced features
If a business has a simple workflow for purchasing a product or service for a customer and they want to keep track of this workflow then Insightly is very useful. The more complex a business operation is then Insightly starts to become difficult to use. I would recommend Insightly for small and medium sized businesses. Large businesses might have issues delegating tasks across many different users in a large company
Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.
Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.
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
Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.
Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.
I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.
The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.
Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
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
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.
I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
(+) 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.
Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
