⚡ حكم سريع:
- الأسعار: Pipedrive starts at $14/user/month. Insightly starts at $29/user/month.
- الأفضل لـ: Pipedrive for sales teams tracking deals. Insightly for teams that need project management after the deal closes.
- الفرق الرئيسي: Pipedrive gives unlimited contact records. Insightly caps contact storage by plan tier.
- اختيارنا: Pipedrive (4.3) for most users, because its pipeline management is simpler and its entry plan costs half as much.
Most teams pick a إدارة علاقات العملاء platform for one of two reasons.
They want to close more deals, or they want to keep work organised after the deal closes.
Pipedrive was built for the first job.
Insightly was built to cover both, plus marketing.
That single split explains almost every difference in this comparison.
ملخص
This Pipedrive vs Insightly comparison covers pricing, key features, الأتمتة, and support.
We also break down who each CRM tool works best for.
ملكنا الكاتب spent hands-on time with Pipedrive directly.
Notes on Insightly come from published specs, documentation, and G2 reviews.
By the end, you will know which one fits your sales process.
ما هو بايب درايف؟
Pipedrive is a customer relationship management tool built for sales teams.
It is built around a visual sales pipeline that tracks deals through stages.
You drag a deal card from one stage to the next as it progresses.
Most Pipedrive features orbit that one board.
Every plan includes unlimited contact records, which is rare in this category.
The Pipedrive mobile app also works offline, so reps can update notes without signal.
🏆 الفائز: بايب درايف
The simplest way to see every deal in one screen. Pipedrive suits الشركات الصغيرة that want a CRM their reps will actually open daily.
تسعير بايب درايف
Pipedrive pricing runs across four paid tiers. There is no free plan.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| لايت | 14 دولارًا أمريكيًا لكل مستخدم شهريًا | Solo sellers tracking deal stages |
| نمو | 24 دولارًا أمريكيًا لكل مستخدم شهريًا | Small teams adding email templates |
| غالي | 49 دولارًا أمريكيًا/للمستخدم/شهريًا | Teams needing workflow automation |
| ذروة | 69 دولارًا أمريكيًا/للمستخدم/شهريًا | Larger teams wanting custom dashboards |
Pricing verified September 2026.
تجربة مجانية: 14 days on all plans, no card needed to start.
ضمان استرداد الأموال: No blanket refund window. You cancel before renewal instead.
📌 ملحوظة: Every tier includes unlimited contact records. That matters if your crm data grows fast and you do not want storage caps.
⚠️ تحذير: Pipedrive charges an add-on tax. Lead gen tools like LeadBooster sit outside the plan price, so add ons can push your real cost well past the sticker.
💡 Pricing conflict: Some sources list Pipedrive tiers as Essential $14, Professional $49, and Enterprise $99 per user per month billed annually. Our CSV records the current lineup as Lite, Growth, Premium, and Ultimate. We use the CSV figures throughout. Check the pricing page before you buy.
الفوائد الرئيسية لـ Pipedrive
Here is what makes Pipedrive worth a look:
- إدارة مسار العمل المرئي: Customise pipeline stages and deal probabilities to match your sales cycle. Nothing is locked.
- مساعد مبيعات يعمل بالذكاء الاصطناعي: It surfaces timely notifications, reports, and tips on where to spend your day.
- Sales-first automation: Trigger follow-up emails or scheduled calls when a deal hits a stage. Available from the Advanced tier up.
- اتصالات غير محدودة: Contact management has no record ceiling on any plan.
- دعم متوفر على مدار الساعة طوال أيام الأسبوع: Live chat and email support ship with every plan.
- Fast onboarding: A large knowledge base of articles and tutorials covers setup, and most reps are productive on day one.
ما لاحظه فريقنا
Our writer signed up for Pipedrive and used it to track a live deal list for several days. Here is what stood out from that hands-on time:
The interface takes almost no training, which is the point.
مزايا وعيوب نظام بايب درايف
✅ المزايا
- Drag-and-drop pipeline is easy for any sales team to use immediately
- Unlimited contact records on every plan
- Entry plan costs $14 per user per month
- AI-powered deal insights and advanced sales reporting
- Mobile app works offline
❌ سلبيات
- Add-on tax on essential features like LeadBooster
- Standard support can be slow or unhelpful
- لا توجد خطة مجانية، فقط فترة تجريبية لمدة 14 يومًا
- Around 400 integrations, fewer than Insightly
ما هو Insightly؟
Insightly is a cloud-based CRM software platform for mid-sized teams.
It covers three jobs in one place: CRM, marketing, and project management.
Won sales opportunities convert straight into projects from the pipeline.
Insightly marketing tools sit inside the same account, so post-sale work stays connected.
The trade-off is contact limits and a higher entry price.
🥈 Runner Up: Insightly
Pick Insightly when the work starts after the sale. Delivery, marketing campaigns, and customer data live under one login.
تسعير دقيق
Insightly offers three paid tiers. Prices are per user, per month.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| زائد | 29 دولارًا أمريكيًا لكل مستخدم شهريًا | Teams starting with CRM and projects |
| احترافي | 49 دولارًا أمريكيًا/للمستخدم/شهريًا | Workflow automation and customizable dashboards |
| مَشرُوع | 99 دولارًا أمريكيًا/للمستخدم/شهريًا | Complex tech stack and deep customization options |
Pricing verified September 2026.
تجربة مجانية: Yes, and the trial loads dummy data so you learn the interface faster.
ضمان استرداد الأموال: Not published. Plans are billed annually per seat.
📌 ملحوظة: The Insightly service is sold as separate packages for CRM, marketing, and support. Stacking them raises the real bill, so price the full bundle you need.
⚠️ تحذير: Full access to third party apps needs a paid AppConnect subscription. Customization and automation are also held back for higher tiers.
💡 Pricing conflict: Insightly has advertised a free CRM plan capped at two users and 2,500 contact records. Our CSV lists only the three paid tiers above, and we use those figures in every table and schema field here. Confirm free plan availability on the signup page.
الفوائد الرئيسية لـ Insightly
Here is where Insightly earns its price:
- CRM plus delivery: Project management tools sit next to the pipeline, so won deals become live projects.
- Huge app marketplace: Over 2,000 third-party apps connect through a paid AppConnect subscription.
- Custom report builder: Build detailed reports instead of relying on a fixed dashboard view.
- Recipes automation: Advanced workflow automation with precise triggers on top-tier plans.
- Everyday tool support: Works with Google apps, إيفرنوت, Microsoft 365, and Zapier.
- Guided onboarding: Tailored onboarding help is available as a paid add-on.
ما لاحظه فريقنا
We have not had extended hands-on time inside an Insightly account yet.
Note: The notes on Insightly in this article come from published documentation, its pricing pages, and G2 reviews. G2 reviews highlight the straightforward interface and the depth of the reporting tools.
إيجابيات وسلبيات Insightly
✅ المزايا
- Covers CRM, marketing, and project management in one platform
- Over 2,000 integrations with a paid AppConnect subscription
- Custom report builder for detailed analytics
- Won opportunities convert into projects from the pipeline
❌ سلبيات
- Contact storage is capped by pricing tier
- Customization and automation are limited to higher tiers
- Faster response times need a premium support plan
- Multiple packages make the total cost harder to predict
مقارنة الميزات
Insightly and Pipedrive share plenty of the same features on paper. The differences show up in how deep each one goes.
| ميزة | محرك الأنابيب | برؤية ثاقبة |
|---|---|---|
| السعر المبدئي | 14 دولارًا أمريكيًا لكل مستخدم شهريًا | 29 دولارًا أمريكيًا لكل مستخدم شهريًا |
| جهات اتصال غير محدودة | ✅ | ❌ |
| إدارة المشاريع | ✅ (أساسي) | ✅ (كامل) |
| أتمتة التسويق | ✅ (إضافة) | ✅ (built in) |
| Custom Report Builder | ❌ | ✅ |
| مساعد مبيعات الذكاء الاصطناعي | ✅ | ❌ |
| Offline Mobile App | ✅ | ❌ |
| التكاملات | 400+ | 2,000+ |
| 24/7 Standard Support | ✅ | ❌ |
| الأفضل لـ | Sales teams closing deals | Teams delivering projects |
1. إدارة العملاء المحتملين
بايب درايف: A separate Leads صندوق الوارد holds unqualified prospects away from live deals. Web forms and روبوتات الدردشة capture web visitors, though those lead generation tools sit in the paid LeadBooster add-on. Lead management stays tidy because nothing enters the pipeline until you promote it.
نظرة ثاقبة: Leads are records inside the CRM with routing rules attached. You can track leads by source and push them to the right rep automatically. Storage caps apply, so heavy lead gen tools users should check their tier limit first.
2. Sales Pipeline and Managing Deals
بايب درايف: This is the core of the product. Pipeline stages, deal stages, and win probabilities are all editable to match your sales cycle. Managing deals means dragging cards, which is why most reps get it in minutes.
نظرة ثاقبة: The pipeline is customizable too, and sales opportunities carry more fields by default. The standout move is converting a won opportunity into a project without leaving the board. Day-to-day deal work feels heavier than Pipedrive.
3. إدارة المشاريع
بايب درايف: Projects exist, but they are light. You get boards, phases, and the ability to manage tasks tied to a deal. Teams running client delivery usually outgrow it.
نظرة ثاقبة: Project management is a first-class part of the platform, not an extra. Milestones, task ownership, and pipelines for delivery all live beside the CRM record. This is the clearest reason to pick Insightly.
4. Marketing Campaigns and Email Marketing
بايب درايف: Campaigns is a separate paid product for email marketing. It handles broadcasts and simple segments well enough for a small list. It is not trying to be a full marketing platform.
نظرة ثاقبة: Insightly marketing runs journeys, landing pages, and marketing campaigns inside the same account. That suits businesses needing post-sale nurture as much as new demand. It is sold as its own package, so budget for it.
5. Reporting and Custom Dashboards
بايب درايف: You get a visual dashboard for sales reporting with real time data on deals, activities, and forecasts. Sales performance is easy to read at a glance. Custom dashboards arrive on higher tiers.
نظرة ثاقبة: A custom report builder lets you slice crm data across CRM, marketing, and delivery records. Customizable dashboards are part of the advanced plans. Analysts will prefer this side.
6. أتمتة سير العمل والذكاء الاصطناعي
بايب درايف: Automation is aimed squarely at sales processes. From the Advanced tier up you can automate tasks like lead nurturing, task creation, and email marketing, and trigger a follow-up when a deal changes stage. The AI Sales Assistant adds notifications, reports, and tips on what to work next.
نظرة ثاقبة: Three automation methods run across the tiers, including pipeline and activity sets for repetitive tasks and events. Recipes handles advanced workflow automation with precise triggers on top-tier subscriptions. Both platforms use drag-and-drop بناؤون, so the learning curve is similar.
7. Email Templates and Contact Management
بايب درايف: Creating email templates with merge fields takes a couple of minutes, and open tracking is built in. Contact management has no record limit at any price. Pipedrive users can automate personalised emails right after a new deal is created.
نظرة ثاقبة: Contacts sit under organisation records, which suits account-based selling. Email templates and email marketing tools are shared with the marketing package. Contact storage is capped by tier, and that cap is the thing to check before you commit.
8. Integrations and App Marketplace
بايب درايف: The app marketplace lists over 400 integrations covering project management, customer support, lead generation, and marketing automation. An open API covers custom integrations for smaller tools you rely on.
نظرة ثاقبة: Over 2,000 third party apps are reachable, but the advanced library needs the AppConnect subscription. Common picks like Google apps, Evernote, Microsoft 365, and زابير are covered. A complex tech stack is where this pays off.
⚠️ تحذير: Integration counts are not equal value. Insightly’s 2,000+ figure depends on a paid subscription, so compare the apps you actually use, not the headline number.
9. Document Management and Support
بايب درايف: Documents and templates cover quotes and proposals with e-signature on higher plans. The support team answers by 24/7 live chat and email on every tier, though standard replies can be slow or unhelpful.
نظرة ثاقبة: Document management attaches files to projects as well as deals, which helps delivery teams. Insightly users get email support and community forums, and phone support or faster replies mean buying a premium plan.
10. التسعير والتكلفة
Here are both price lists side by side.
| المستوى | محرك الأنابيب | برؤية ثاقبة |
|---|---|---|
| دخول | لايت - 14 دولارًا أمريكيًا/للمستخدم/شهريًا | Plus — $29/user/month |
| منتصف | النمو - 24 دولارًا أمريكيًا لكل مستخدم شهريًا | Professional — $49/user/month |
| الجزء العلوي | بريميوم - 49 دولارًا أمريكيًا/للمستخدم/شهريًا | Enterprise — $99/user/month |
| قمة | النسخة الكاملة - 69 دولارًا أمريكيًا/للمستخدم/شهريًا | — |
بايب درايف: The pricing model is simpler and lands at affordable costs for small businesses. Lite at $14 gets a working pipeline on day one. Watch the add ons, because that is where the bill grows.
نظرة ثاقبة: Plus and Professional plans cost more per seat, and the good customization options start on professional plans. You are paying for three products in one, which is fair value if you use all three.
سيناريوهات مختلفة
| إذا كنت بحاجة إلى | يختار | لماذا |
|---|---|---|
| ميزانية محدودة | محرك الأنابيب | Half the entry price per seat |
| Delivery after the sale | برؤية ثاقبة | Real project management built in |
| Fast rep adoption | محرك الأنابيب | Simple drag-and-drop pipeline |
| تقارير معمقة | برؤية ثاقبة | Custom report builder |
| Unlimited contact storage | محرك الأنابيب | No record caps on any plan |
| Wide integration library | برؤية ثاقبة | 2,000+ apps via AppConnect |
💰 ميزانيتك
Pipedrive starts at $14 per seat, Insightly at $29. Add ons close that gap fast, so price the exact bundle you need.
🔌 مجموعة أدواتك التقنية
Insightly is the safer bet for a messy stack with many niche tools. Pipedrive covers the mainstream apps and leaves the rest to its API.
📈 عملية البيع الخاصة بك
If the job ends at closed-won, Pipedrive is the tighter fit. If closed-won starts a project, Insightly saves you a second tool.
🎓 مستوى خبرتك
Both are user-friendly and most teams adapt quickly. Sales professionals with no CRM background will be faster in Pipedrive.
🆓 تجارب وعروض توضيحية مجانية
Pipedrive gives a 14-day free trial on every plan. Insightly loads dummy data into its trial so you can test views before importing customer data.
🛟 خيارات الدعم
Pipedrive includes 24/7 live chat and email on all plans. Insightly leans on email and forums unless you buy premium support.
دليل التبديل
Already on one of them? Here is what changes when you move.
🔄 هل تنتقل من Pipedrive إلى Insightly؟
✅ ما ستجنيه:
- Full project management after the deal closes
- Custom report builder for detailed analytics
- Access to over 2,000 integrations
❌ ما ستخسره:
- Unlimited contact records
- The AI Sales Assistant
- 24/7 support on the base plan
📋 كيفية التبديل:
- Export deals, contacts, and activities from Pipedrive as CSV
- Start the Insightly trial and map your pipeline stages
- Import records, then rebuild automations as Recipes
🔄 هل تنتقل من Insightly إلى Pipedrive؟
✅ ما ستجنيه:
- A cheaper entry plan at $14 per user
- No contact storage limits
- Faster onboarding for a new sales team
❌ ما ستخسره:
- Deep project management tools
- Built-in marketing campaigns
- The 2,000-app integration library
📋 كيفية التبديل:
- Export contacts, organisations, and opportunities from Insightly
- Create a Pipedrive trial and set your deal stages
- Import the files, then move live projects to a delivery tool
ما لم تتناوله مراجعتنا
This comparison focused on small businesses and mid-sized sales teams. We did not test large data migrations, custom API builds, or how either platform behaves past a few hundred seats. Insightly notes here come from documentation and reviews rather than long hands-on use. If you are buying for a regulated industry, check compliance terms directly with each vendor.
الحكم النهائي
| فئة | الفائز |
|---|---|
| 💰 الأسعار | محرك الأنابيب |
| 🚀 إدارة خطوط الأنابيب | محرك الأنابيب |
| 📋 إدارة المشاريع | برؤية ثاقبة |
| 📊 الإبلاغ | برؤية ثاقبة |
| 👶 سهولة الاستخدام | محرك الأنابيب |
| 🔌 عمليات التكامل | برؤية ثاقبة |
| 🛟 دعم | محرك الأنابيب |
| 🏆 الفائز الإجمالي | محرك الأنابيب |
🏆 الفائز: بايبدريف
Pipedrive wins 4 of 7 categories and holds the higher rating at 4.3.
الأفضل لـ: startups automating sales, small teams tracking deals, sales-led businesses
Pipedrive and Insightly are not really chasing the same buyer. Pipedrive is a sales tool that added extras. Insightly is a platform that happens to include a pipeline.
Insightly is the better choice for mid-sized teams that need customised workflows beyond selling. Comparing Insightly against Pipedrive on delivery and reporting, it wins clearly.
For most readers, though, the cheaper and simpler option is the one your reps will keep using. That is Pipedrive.
مقارنة إضافية لفرقة بايب درايف
Here is how Pipedrive CRM stacks up against other names on your shortlist:
مقارنة بين Pipedrive و HubSpot
فاز فريق بايب درايف في: lower entry price, faster setup for a small sales team, no contact caps
تفوقت شركة HubSpot في: a genuinely free tier, deeper marketing automation, stronger content tooling
نظام الأنابيب مقابل نظام الأنابيب Salesforce
فاز فريق بايب درايف في: setup time measured in hours, predictable seat pricing, no admin hire needed
تتفوق Salesforce في: customisation depth, large-org reporting, a huge partner network for niche builds
بايب درايف مقابل يوم الاثنين إدارة علاقات العملاء
فاز فريق بايب درايف في: sales-specific views, deal forecasting, 24/7 support on all tiers
حقق نظام إدارة علاقات العملاء (CRM) يوم الاثنين انتصارات في: flexible board layouts, cross-team work tracking, visual project boards
نظام الأنابيب مقابل نظام الأنابيب كيب
فاز فريق بايب درايف في: cheaper seats, cleaner pipeline view, easier reporting for new users
فاز كيب في: bundled email and SMS follow-up, e-commerce features, done-for-you campaign templates
المزيد من المقارنات المتعمقة
And here is Insightly vs the alternatives buyers usually shortlist beside it:
مقارنة بين Insightly و HubSpot
إنسايتلي يفوز في: native project delivery, custom report builder, per-seat cost at the top tier
تفوقت شركة HubSpot في: free starting tier, easier email campaign builder, larger training library
مقارنة بين Insightly و Zoho CRM
إنسايتلي يفوز في: tighter CRM-to-project handoff, cleaner interface, guided onboarding option
يتفوق Zoho CRM في: much lower seat price, bundled office apps, more built-in customisation at entry level
مقارنة بين Insightly و Salesforce
إنسايتلي يفوز في: shorter rollout, projects included as standard, simpler admin for a small ops team
تتفوق Salesforce في: scale, third-party app depth, granular permission control
الأسئلة الشائعة
ما هو أفضل من بايب درايف؟
It depends on the job. Insightly is better for project delivery and reporting. HubSpot is better for free access and marketing. For pure pipeline work, few tools beat Pipedrive.
ما هي فوائد Insightly؟
It suits mid-sized teams that manage customers and projects together. The platform links sales records, marketing campaigns, and delivery work, so nothing falls through after a deal closes.
هل يمكن استخدام Pipedrive كنظام إدارة علاقات العملاء (CRM)؟
Yes. It is a full customer relationship management tool with contacts, deals, activities, and reporting. It simply puts the sales pipeline at the centre of everything.
هل منصة Insightly قائمة على الحوسبة السحابية؟
Yes. It runs in the browser with no server to maintain. Insightly’s mobile app covers records on the road, and data syncs across الأجهزة تلقائياً.
Which CRM is cheaper for small teams?
Pipedrive. Its Lite plan is $14 per user per month against $29 for the Plus tier. Add ons can narrow that gap, so check them first.
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