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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Insightly

    Score7.4 out of 10
    N/AInsightly 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

    Pipedrive

    Score8.6 out of 10
    N/APipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

    $24

    per month per seat

    Pricing
    InsightlyPipedrive
    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
    Essential
    $24
    per month per seat
    Advanced
    $49
    per month per seat
    Professional
    $69
    per month per seat
    Power
    $79
    per month per seat
    Enterprise
    $129
    per month per seat
    Offerings
    Pricing Offerings
    InsightlyPipedrive
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Monthly plans are available. The Essentials monthly plan at $24 per month.
    More Pricing Information
    Community Pulse
    InsightlyPipedrive
    Considered Both Products
    Unbounce
    Chose Insightly
    Salesforce is way too much money, we're using Pipedrive and I liked Insightly over Nimble.
    Incentivized
    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 …
    Incentivized
    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 …
    Incentivized
    Chose Insightly
    More options with Insightly but could be more organized!
    Incentivized
    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 …
    Incentivized
    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 …
    Incentivized
    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 …
    Incentivized
    Chose Insightly
    • Complete solution
    • Fair price
    • We use Insightly alongside with ClearSlide
    Incentivized
    Chose Insightly
    Insightly still feels more simple to use - not so 'step complex' ... and gives me quick access to the things that I need ....
    Incentivized
    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 …
    Incentivized
    Pipedrive Inc.
    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 …
    Incentivized
    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 …
    Incentivized
    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 …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    InsightlyPipedrive
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Pipedrive
    Feature
    Insightly
    7.3
    400 Ratings
    Pipedrive
    6.7
    61 Ratings
    Customer data management / contact management8.6383 Ratings7.717 Ratings
    Workflow management6.6351 Ratings5.714 Ratings
    Territory management6.874 Ratings6.09 Ratings
    Opportunity management8.7349 Ratings8.359 Ratings
    Integration with email client (e.g., Outlook or Gmail)6.7357 Ratings8.057 Ratings
    Contract management6.521 Ratings5.010 Ratings
    Quote & order management8.364 Ratings5.08 Ratings
    Interaction tracking5.8312 Ratings8.014 Ratings
    Channel / partner relationship management7.724 Ratings6.711 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly and Pipedrive
    Feature
    Insightly
    7.1
    13 Ratings
    Pipedrive
    2.9
    7 Ratings
    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 Insightly and Pipedrive
    Feature
    Insightly
    4.9
    312 Ratings
    Pipedrive
    6.0
    42 Ratings
    Lead management5.3298 Ratings5.742 Ratings
    Email marketing4.4245 Ratings6.46 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Pipedrive
    Feature
    Insightly
    6.2
    385 Ratings
    Pipedrive
    6.0
    60 Ratings
    Task management6.3374 Ratings7.757 Ratings
    Billing and invoicing management6.039 Ratings4.15 Ratings
    Reporting6.4321 Ratings6.156 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly and Pipedrive
    Feature
    Insightly
    7.5
    343 Ratings
    Pipedrive
    6.8
    62 Ratings
    Forecasting7.092 Ratings6.313 Ratings
    Pipeline visualization8.0321 Ratings8.062 Ratings
    Customizable reports7.5307 Ratings6.110 Ratings
    Customization
    Comparison of Customization features of Insightly and Pipedrive
    Feature
    Insightly
    6.2
    345 Ratings
    Pipedrive
    4.8
    58 Ratings
    Custom fields6.5344 Ratings5.458 Ratings
    Custom objects6.0105 Ratings6.048 Ratings
    Scripting environment6.86 Ratings1.04 Ratings
    API for custom integration5.5178 Ratings6.741 Ratings
    Security
    Comparison of Security features of Insightly and Pipedrive
    Feature
    Insightly
    8.0
    295 Ratings
    Pipedrive
    5.9
    56 Ratings
    Single sign-on capability7.8262 Ratings6.112 Ratings
    Role-based user permissions8.2197 Ratings5.754 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and Pipedrive
    Feature
    Insightly
    7.4
    90 Ratings
    Pipedrive
    1.1
    5 Ratings
    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 Insightly and Pipedrive
    Feature
    Insightly
    6.0
    146 Ratings
    Pipedrive
    3.6
    7 Ratings
    Marketing automation6.9146 Ratings3.67 Ratings
    Compensation management5.14 Ratings3.54 Ratings
    Platform
    Comparison of Platform features of Insightly and Pipedrive
    Feature
    Insightly
    4.8
    310 Ratings
    Pipedrive
    7.4
    55 Ratings
    Mobile access4.8310 Ratings7.455 Ratings
    User Ratings
    InsightlyPipedrive
    Likelihood to Recommend
    7.1
    (420 ratings)
    7.6
    (65 ratings)
    Likelihood to Renew
    9.2
    (33 ratings)
    8.0
    (3 ratings)
    Usability
    7.4
    (156 ratings)
    9.7
    (18 ratings)
    Availability
    9.0
    (6 ratings)
    8.2
    (1 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    8.5
    (15 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    8.2
    (1 ratings)
    Configurability
    9.9
    (18 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (9 ratings)
    -
    (0 ratings)
    Professional Services
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    -
    (0 ratings)