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Compare Insightly vs Pipedrive

What is better Insightly or Pipedrive? The ideal CRM Software is a solution that can deal with your company’s unique requirements. It is possible to determine which alternative is best suited for your business if you examine a wider range of products before you decide which one is the best.

As an example, Insightly and Pipedrive are scored at 9.4 and 9.5, respectively, for overall quality and performance. Similarly, Insightly and Pipedrive have a user satisfaction rating of 98% and 100%, respectively, which shows the general feedback they get from customers. Moreover, talk to a regular customer of the software and solicit their comments concerning the application in question.

People who are pressed for time or would like to get a CRM Software suggestion from our experts might want to take a look at these top choices for this year: HubSpot CRM, Salesforce CRM, Freshsales.

NOAWARDS
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SmartScore™

OUR SCORE 9.4

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $29

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Insightly Notes, Evernotes and Comments
  • Fast Search
  • Custom Fields and Filters
  • File Sharing to keep related records together and accessible
  • Web to Contact forms
  • Tags by keywords, contacts, projects
  • Notification and Follow System
  • Linking
  • Mass Email Contacts with MailChimp Integration
  • Create Milestones, Pipelines and Tasks for Projects
  • Get Automatic Email Reminders
  • Specify Roles for Contacts
  • Track All Email Correspondence
  • View Completed Tasks and Events by Project
  • Include Any Files Associated with the Project
  • View Task and Event Reports
  • Easy file uploads
  • Google Apps & Gmail
  • Google Drive
  • Evernote
  • Other applications via the Insightly API
  • Dashboard for quick lookups
  • Tasks and Milestones
  • Pipeline Activity Sets
  • Opportunity Reports
  • Easy to invite new users
  • Set up teams
  • Create user permissions
  • Set up relationships, pipelines, and activity sets
  • Add custom fields
  • 128bit SSL security (military grade AES-256 encryption)
  • Automatic backups
  • Mobile site
  • iOS app
  • Android app
  • Auto detection of email address, Twitter, and LinkedIn profiles
  • Single click to see contact’s public online information
  • REST-based Application Programming Interface (API)
  • JSON and XML support
  • Limited OData support
  • HTTP Basic authentication to monitor calls to API
  • Partnership with Logical Operations
  • Simple, clear training course materials
  • Unlimited customer support

Pricing Info

Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.

Here are the details of Insightly’s available subscription plans:

Free Plan

  • Up to 2 users
  • 10 Mass Emails per day
  • 2 Custom Fields per record type
  • 2,500 Record Limit
  • Self-Service support
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations
  • OAuth Single Sign-On (SSO)

Plus Plan – $29/month per user billed annually or $35/month per user billed monthly

  • 100,000 record limit
  • 2,500 mass emails per day
  • 50 custom fields per record type
  • Email support
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

Professional Plan – $49/month per user billed annually or $59/month per user billed monthly

  • 250,000 record limit
  • 5,000 mass emails per day
  • 100 custom fields per record type
  • Priority email support
  • Role-based permissions
  • Lead assignment rules
  • Workflow automation
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly

  • Unlimited records
  • 10,000 mass emails per day
  • 200 custom fields per record type
  • Priority email support
  • SAML-based Single Sign-ON (SSO)
  • Role-based permissions
  • Lead assignment rules
  • Workflow automation
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud

Integrations

Insightly integrates with the following business systems and applications:

  • Google Apps
  • Gmail
  • Google Calendar
  • Google Drive
  • Evernote
  • INinbox
  • MailChimp
  • Outlook 2013
  • Quote Roller
  • Torpio
  • Zapier
  • API access

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Insightly is a service that integrates customer relationship with project management in mobile and social platforms.

Company Email

email@insight.ly

Contact No.

Company's Address

434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA

SmartScore™

OUR SCORE 9.5

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $12

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Great Sales Pipeline View
  • Email integration
  • Goal Setting & Reporting
  • Contact History
  • Google Calendar & Contacts Integration
  • Powerful API
  • Mobile Apps
  • Full Customization
  • Roles & Organizational Hierarchy
  • Multi-Language
  • 24/7 Support
  • Timeline view
  • Sales reporting
  • Reliable and safe
  • Google Apps integration
  • Email tracking
  • Google Maps integration
  • Powerful API
  • Multi-language and multi-currency
  • Simple data import & export

Pricing Info

Pipedrive is available in four SMB and enterprise pricing plans. All payment plans offer a free 14 days trial, and provide you the possibility to use the app free for 2 months is you decide to pay on an annual basis.

The following paid plans are available:

Essential – $12.50/user/month (billed annually) or $15/user/month (billed monthly)

  • Custom pipeline and stages
  • Custom fields
  • Activities and calendar view
  • BCC email inbox
  • Customizable dashboard
  • User and company goal setting

Advanced – $24.90/user/month (billed annually) or $29/user/month (billed monthly)

  • Real-time matching inboxes
  • Email opens and clicks
  • Email and task automation templates
  • Custom email and task automation
  • Identify important fields
  • One-click data enrichment
  • Custom user and admin permissions

Professional – $49.90/user/month (billed annually) or $59/user/month (billed monthly)

  • Email distribution lists
  • One-click calls and call tracking
  • Limitless meeting scheduling
  • Multiple dashboards
  • Revenue forecasting
  • Team management tools
  • Sales Manager App
  • Contact and deal visibility settings
  • Custom user, admin and manager permissions

Enterprise – $99/user/month (billed annually)

  • Dedicated account manager
  • Managed set-up and ongoing support
  • Extra customization to suit your business
  • Enhanced security to protect revenue and data
  • More user permissions to control what users see and do

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

SkyAnalytics, Contactzilla, Iterable, MaxwellHealth

Integrations

Pipedrive integrates with the following business systems and applications:

  • Highrise CRM
  • Google Apps
  • DropBox
  • Yesware
  • MailChimp
  • Zapier
  • Quote Roller
  • Google Maps
  • RightSignature
  • Ecquire
  • daPulse
  • SupportBee
  • ActiveCampaign
  • NiftyQuoter
  • Kato
  • Torpio
  • Bedrock Data
  • PandaDoc
  • Userlike
  • Woopra
  • Base CRM
  • Batchbook
  • Capsule CRM
  • Close.io
  • Maximizer
  • NetSuite CRM
  • Nimble
  • Nutshell
  • PipelineDeals
  • Redtail CRM
  • Sage ACT!
  • Salesforce
  • Saleslogix
  • SugarCRM
  • Zoho CRM

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales.

Company Email

team@pipedrive.com

Contact No.

Company's Address

460 Park Ave South
New York, NY 10016
USA

The products examined on this page are merely a small part of our entire CRM Software category and you should take into account that there may be more desirable options available. If you would like to ensure you make the wisest choice for your team we strongly suggest that you compare more services first. It may also be a good idea to study our top 10 CRM Software list to learn which services are in the current year the best ones and leaders in the market.

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