4.2 (707 reviews)

See how Insightly helps you beat your sales quota

Compare CRM pricing and features at a glance

Why choose Insightly over Pipedrive?

  • Shorter time for adoption

    Pipedrive is robust, but complex. Build in extra time for training and adoption due to the style of the interface. Insightly is intuitive, and is much easier to set up, integrate, and adopt across teams.

  • Cost for entry

    Pipedrive offers no free plan; Insightly is free forever for up to 2 users. This means you’ll need to commit to the lowest pricing level to use Pipedrive beyond the short trial.

  • A true platform

    Pipedrive is a basic CRM, but you’ll need to choose another vendor for marketing automation and service management. Insightly offers all of these tools in one platform to elevate the customer experience.

Choose Insightly to sell smarter & grow faster

300% Improvement

In revenue growth

50% Reduction

In time to project completion

10X Increase

In sales pipeline

Comparison Chart

Compare features and pricing

RATINGS

G2 Rating
TrustRadius Rating
Best Feature (per Trustradius)
Customer Data Management
Opportunity Management
Best Feature (per G2)
Contact & Account Management
Opportunity & Pipeline Management

LEAD & ACCOUNT MANAGEMENT

Project Management
Advanced
Service Management
Included free
Task and Event Management
Advanced
Contact & Account Management
Advanced
Opportunity & Pipeline Management
Advanced

AUTOMATIONS & TOOLS

Marketing Automation
Additional fee
Workflow Automations
Available for all levels
Dynamic Page Layout Rules
Available for Enterprise
Dashboard Views
Customizable
Available
Configurable Profiles & Page Layouts
Available
Role-based Permissions
Integrations
1-click, no code

MOBILE FUNCTIONALITY

Mobile App
Business Card Scanner
Available for all levels

ONBOARDING & START-UP COSTS

Pricing
$0-$99 Per user, per month
$12.50-$99 Per user, per month
Free Trial
Yes, limited
Yes, limited

Why Sales Leaders Choose Insightly

Successful Sales Leaders Choose Insightly

Get complete visibility of your entire sales pipeline as soon as you start

1. Fastest & easiest set-up

Get complete visibility of your entire sales pipeline as soon as you start

  • Onboard instantly. Seamless out-of-the-box set-up and syncing. Get up and running immediately. No hassle or hidden costs.

2. Grow high quality pipeline

Automation that convert leads into deals with ease

  • Automatically create tasks and events to pipeline stages. Include automated “Probability of Winning.” Track changes with reporting and deliver Smart Alerts.

Automation that convert leads into deals with ease

See, manage, and optimize on the metrics that matter most

3. Dashboards & analytics

See, manage, and optimize on the metrics that matter most

  • Accurate and insightful metrics. Analyze, visualize, and share insights about prospects to focus on what’s working best. Includes 40 different chart types and drag-and-drop configurable layouts.

  • Schedule reports to run at any time and have the results emailed to the right people.

Switching from Pipedrive to Insightly is easy

Afraid to switch CRMs? It’s easier than you think.

The Insightly team will guide you through 5 simple steps.

You’ll assess your CRM needs, clean and structure your data, define roles & permissions, migrate your data, and review. That’s it!

More than 25,000 companies rely on Insightly to sell smarter and
grow faster.

See why sales leaders choose Insightly

4.2 (707 reviews)

See how Insightly can align your teams and deliver better customer experiences.

Industry leaders trust Insightly