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Compare Pipedrive vs. Insightly

If you need an effective CRM Software product for your business you have to remember to evaluate different alternatives. It doesn’t have to be difficult, and can be as quick as matching their functionalities in a table like the one below. You will also get a brief idea how each product functions. For instance, on this page you can check Insightly’s overall score of 9.4 and compare it against Pipedrive’s score of 9.7; or Insightly’s user satisfaction level at 98% versus Pipedrive’s 100% satisfaction score. The contrast will help you see the strengths and weaknesses of each software, and make up your mind on which matches your requirements better. Aside from the rich features, the software that’s simple to grasp and use is always the better option. We know that not all people have the time to scrutinize a large number of different solutions, so we created a list of suggestions that you may find useful. Our top selections for the CRM Software category are: Salesforce CRM, Freshdesk, HubSpot CRM.
Compare

Pipedrive

VS

Insightly

VS

Pipedrive screenshot Insightly screenshot
Pricing Page

Score

Our Score

9.5 ?

Our Score

9.4 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

100% ?

Client Satisfaction

98% ?

Pricing

Pricing

$12

$29

Pricing Model

Pricing Model

Monthly payment | Annual Subscription Monthly payment | Annual Subscription
Detailed Review

Detailed Review

General Description

General Description

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.
Insightly is the winner of our 2015 Best CRM Software Award. It is a service that integrates customer relationship with project management in mobile and social platforms.
Quick Links
Customer Support

Customer Support

Live Support
Ticket Training
Phone
Ticket Training
Available Integrations

Available 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

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
Popular Clients

Popular Clients

SkyAnalytics, Contactzilla, Iterable, MaxwellHealth InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Available Devices

Available Devices

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Android
iPhone/iPad
Mac
Web-based
Contact Phone

Contact Phone

+1-888-999-4039
Pricing Page

Pricing Page

Learn more about Pipedrive pricing Learn more about Insightly pricing
Email Address

Email Address

team@pipedrive.com email@insight.ly
Features

Features

Pipedrive 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

Insightly 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
Languages

Languages

English English
Company Size

Company Size

Small Business | Medium Business | Freelancers Small Business | Large Enterprises | Medium Business | Freelancers
Available Plans

Available Plans

Pipedrive is available in three 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 month is you decide to pay on annual basis.

The following paid plans are available:

Silver – $12 per user/month (billed annually), $15 per user for monthly fee

  • Smart email BCC
  • 2GB storage per user
  • Full sales management features
  • Chat and email support
  • Native integrations, API access

Gold – $24 per user/month (billed annually), $29 per user for monthly fee

  • Two-way full email sync
  • 5GB storage per user
  • Full sales management features
  • Chat and email support
  • Native integrations, API access
  • Open and click tracking
  • Scheduler
  • Smart Contact Data

Platinum – $49.17 per user/month (billed annually), $59 per user for monthly fee

  • Two-way full email sync
  • 100GB storage per user
  • Full sales management features
  • Chat and email support
  • Native integrations
  • API access
  • Dedicated hosting
  • Advanced security

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
Company's Address

Company's Address

460 Park Ave South
New York, NY 10016
USA
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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It may not always be sufficient to just compare Insightly and Pipedrive against each other. While useful tools, pricing plans and customer reviews are all crucial and should be taken into account when making a final decision, you should also take a look at the recognition and awards merited by each product. Frequently a less popular service may turn out to be a great choice that was a winner of many B2B awards such as our Experts’ Choice Award which proves that regardless of smaller market popularity it’s a significant rival to the software that rule the market.