Choosing the right CRM can feel like picking out a new car. Overwhelmed by options?
Two popular choices are Pipedrive and Instantly, both of which promise to streamline your sales process and boost your bottom line.
But which one is the best fit for your needs?
In this head-to-head matchup, we’ll examine the key differences between Pipedrive vs Instantly, including their features, pricing, and ease of use.
By the end, you will have all the necessary information to make a confident decision and move your business forward.
Overview
We’ve spent weeks testing both Pipedrive and Instantly to give you the most accurate comparison.
We’ve explored their features, navigated their interfaces, and contacted their customer support teams.
Now, let’s dive into what we discovered.
Want a CRM that’s easy to use and helps you close more deals? Start your free Pipedrive trial today!
Pricing: It has a free plan. The premium plan starts at $14/month.
Key Features:
- Visual sales pipelines
- Customizable reports
- Mobile app
Ready to give Instantly a try? Experience the speed and simplicity of a modern lead generation tool. Sign up for a free trial today!
Pricing: It has a free plan. The premium plan starts at $37.9/month.
Key Features:
- Warmup & Deliverability
- Automated Sequences
- Advanced Analytics
What is Pipedrive?
Ever feel like your sales process is a bit chaotic? Pipedrive helps you organize everything.
Think of it as your command center for sales.
It lets you track deals, manage contacts, and automate tasks.
Pretty handy, right? Plus, it has a clean and straightforward interface that’s easy to learn.
Also, explore our favorite Pipedrive alternatives…
Our Take
Pipedrive is a solid choice for sales-focused businesses. It’s user friendly, visually appealing, & packed with helpful features. The only reason it doesn’t get a perfect 10 is that the lower-priced plans have some limitations.
Key Benefits
- Laser focus on sales: Pipedrive is built to help you close more deals.
- Visual pipeline management: See exactly where each deal stands.
- Powerful automation: Automate tasks like sending emails and scheduling appointments.
- 24/7 support: Get help whenever you need it.
Pricing
- Essential: $14/user/month.
- Advanced: $24/user/month.
- Professional: $49/user/month.
- Power: $59/user/month.
- Enterprise: $79/user/month.
Pros
Cons
What is Instantly?
Want to reach more people and book more meetings? Instantly is your secret weapon.
It’s designed for high-volume outreach, mainly if you’re focused on cold email.
Think of it as your email assistant, but it is way more powerful.
It helps you write better emails, send them at the perfect time, and avoid spam filters. Sounds good, right?
Also, explore our favorite Instantly alternatives…
Our Take
Instantly is a valuable tool for businesses that want to ramp up their outreach efforts. However, it’s important to note that it’s primarily an outreach platform, not a complete CRM solution.
Key Benefits
- Multi-channel outreach: Connect with prospects through email, LinkedIn, Twitter, and more.
- Personalized messaging: Tailor your messages to each recipient.
- Automated follow-ups: Stay top-of-mind without lifting a finger.
- Detailed analytics: Track your progress and identify what’s working.
Pricing
- Growth CRM: $37.9/month, unlimited seats.
- Hyper CRM: $77.6/month, unlimited seats.
Pros
Cons
Feature Comparison
Now, let’s get down to business and compare the core features of Pipedrive and Instantly.
This side-by-side comparison will help you see which CRM best fits your needs and workflow.
1. Contact Management
Both Pipedrive and Instantly allow you to create detailed contact profiles.
You can store essential contact details like names, email addresses, phone numbers, and company information.
However, they differ in their organization and customization options.
- Pipedrive: Organizes contacts within “Organizations,” making it easy to see the relationships between individuals and the companies they work for. You can also add custom fields to capture specific information relevant to your business.
- Instantly: This tool focuses on individual contacts and their email engagement history. While you can add notes and tags to contacts, it lacks Pipedrive’s robust organizational structure.
2. Deal Management
If you want to track your sales team’s progress, both platforms offer visual pipelines to manage deals. But their approaches are slightly different.
- Pipedrive: Provides a highly customizable pipeline view. You can create multiple pipelines for different sales processes and drag and drop deals as they progress through each stage.
- Instantly: Offers a more streamlined pipeline view focused on email outreach and follow-up. It automatically tracks email opens, clicks, and replies, giving insights into your engagement.
3. Email Marketing
While both CRMs offer email features, they cater to different needs.
- Pipedrive: This platform includes basic email integration for sending and receiving emails directly within the platform. However, it lacks advanced email marketing features like bulk sending or automated sequences.
- Instantly: Excels in email marketing. It allows unlimited email sending, provides an AI-powered email writer, and includes a built-in warm-up feature to improve deliverability.
4. Automation
Both Pipedrive and Instantly offer automation features to streamline your workflow.
- Pipedrive: Provides a visual automation builder to automate tasks like sending emails, updating deal stages, and creating follow-up reminders. You can set triggers based on dates, activities, or deal progress.
- Instantly: Focuses on automating email sequences and follow-ups. You can create personalized email campaigns that send automatically based on triggers like email opens or clicks.
5. Reporting and Analytics
Both platforms offer reporting and analytics to track your performance and gain valuable insights.
- Pipedrive: Provides customizable reports and dashboards to track key metrics like deal progress, revenue, and sales performance. You can filter data by date range, pipeline, or team member.
- Instantly: Offers detailed analytics on email campaign performance. You can track open rates, click-through rates, reply rates, and other engagement metrics.
6. Integrations
Both CRMs integrate with other popular business tools.
- Pipedrive: Offers various integrations with apps like Google Calendar, Zapier, and Mailchimp.
- Instantly: Integrates with fewer apps, primarily focusing on email marketing and outreach tools.
7. Mobile App
Need to access your CRM on the go? Both Pipedrive and Instantly have mobile apps.
- Pipedrive offers a mobile app for iOS and Android devices. From your phone or tablet, you can manage deals, view contacts, and track activities.
- Instantly: AIt also provides a mobile app for iOS and Android, allowing you to monitor email campaigns and outreach performance.
By now, you should have a good grasp of the critical differences between Pipedrive and Instantly. Let’s move on to the final verdict!
What to Look for When Choosing a CRM Platform?
- Ease of use: How intuitive is the interface? Can you easily navigate and find the information you need?
- Customization: Can you tailor the CRM to your sales process and workflow?
- Scalability: Can the CRM grow with your business?
- Customer support: What kind of support does the company offer? Is it available 24/7?
- Pricing: Does the pricing fit your budget? Are there different plans to choose from?
- Integrations: Does the CRM integrate with your other tools, such as your email marketing platform or accounting software?
- Mobile access: Do you need to access your CRM on the go? Is there a mobile app available?
- Specific features: What features are most important to you? Do you need advanced reporting, automation, or email marketing capabilities?
- Security: How secure is your data within the CRM? Do they offer robust security measures and compliance certifications?
- Reporting and Analytics: How comprehensive are the reporting features? Can you easily track vital metrics and gain insights into your sales performance?
- User adoption: How easy can your team learn and use the CRM? A CRM is only effective if your team uses it.
- Reviews and reputation: What are other users saying about the CRM? Check out online reviews and ratings to understand its strengths and weaknesses.
Final Verdict
So, which CRM comes out on top? For us, it’s Instantly. Why?
Because it offers unlimited email sending and powerful features like the AI email writer.
This makes it an excellent choice for businesses that rely on outreach and want to scale their efforts.
For example, if you send hundreds or even thousands of emails daily, Instantly can help you automate your outreach and improve your results.
However, Pipedrive is still a solid option, especially if you need a more affordable CRM that focuses heavily on deal management.
Ultimately, the best choice depends on your specific needs and priorities.
We’ve given you the information; now it’s your turn to decide!
More of Pipedrive
Here’s a comparison of Pipedrive against other CRM software:
- Pipedrive vs Keap: Pipedrive excels in visual sales pipeline management, while Keap specializes in robust marketing automation, lead scoring, and advanced email sequences.
- Pipedrive vs GoHighLevel: GoHighLevel is an all-in-one marketing and sales platform for agencies. Pipedrive is a sales-focused CRM for managing deals and pipelines.
- Pipedrive vs ActiveCampaign: Pipedrive is a sales-centric CRM with intuitive pipeline visualization, while ActiveCampaign prioritizes marketing automation and customer journey building.
- Pipedrive vs HubSpot: Pipedrive is a more focused sales CRM known for simplicity, while HubSpot offers a comprehensive suite of marketing, sales, and service tools, being more complex.
- Pipedrive vs ClickFunnels: Pipedrive is a sales pipeline CRM, while ClickFunnels primarily focuses on building sales funnels and landing pages, with basic CRM aspects.
- Pipedrive vs Folk: Pipedrive is strong in sales pipeline management, whereas Folk emphasizes simple contact organization and relationship building for smaller teams.
- Pipedrive vs Instantly: Pipedrive focuses on sales deal management, while Instantly specializes in cold email outreach, lead finding, and email automation.
- Pipedrive vs ClickUp: Pipedrive is a dedicated sales CRM that is excellent for pipeline tracking. ClickUp is a versatile work management platform that can also be used as a CRM and offers broader project management.
- Pipedrive vs Monday CRM: Pipedrive is a sales-focused CRM with visual pipelines, whereas Monday CRM is a highly customizable work OS that can be configured for CRM purposes and emphasizes workflow management.
- Pipedrive vs Capsule CRM: Pipedrive focuses on visual sales pipeline management, while Capsule CRM is a simpler, growth-oriented CRM for managing contacts and relationships, often for smaller businesses.
- Pipedrive vs Insightly: Pipedrive specializes in sales pipeline visualization, while Insightly offers a broader CRM solution with project management, marketing automation, and more robust reporting.
- Pipedrive vs Freshsales: Pipedrive offers deep sales pipeline visualization, while Freshsales CRM provides a more complete solution with built-in phone, AI tools, and integrated marketing features.
- Pipedrive vs Salesforce: Pipedrive is user-friendly and sales-focused for SMBs, whereas Salesforce is a highly customizable, enterprise-level CRM with extensive features across sales, service, and marketing.
- Pipedrive vs Zendesk: Pipedrive emphasizes visual sales pipeline management and automation, while Zendesk primarily focuses on customer service and support. It also offers CRM capabilities with built-in communication tools.
More of Instantly
Here’s a comparison of Instantly with its alternatives, highlighting their unique strengths:
- Instantly vs Apollo: Instantly excels in rapid email outreach and integrated warm-up features. Apollo provides a larger lead database and a comprehensive sales intelligence platform.
- Instantly vs Snov IO: Instantly focuses on deliverability and scalable cold email campaigns. Snov IO offers a broader suite including email finding, verification, and a CRM.
- Instantly vs Hunter IO: Instantly offers advanced cold email sequences and campaign management. Hunter IO is primarily used for email finding and verification, with basic sending.
- Instantly vs Reply IO: Instantly is known for unlimited warm-up and robust email-focused automation. Reply IO provides a multi-channel sales engagement platform, including LinkedIn.
- Instantly vs UpLead: Instantly specializes in maximizing email deliverability for outreach. UpLead focuses on providing highly accurate B2B contact data for prospecting.
- Instantly vs Mailshake: Instantly streamlines high-volume cold email campaigns with a built-in lead finder. Mailshake emphasizes personalized outreach with email and social touchpoints.
- Instantly vs Lemlist: Instantly offers unlimited email accounts for scalable warm-up and sending. Lemlist focuses on hyper-personalization, including images and multi-channel sequences.
- Instantly vs Woodpecker: Instantly provides unlimited email warm-up with AI-powered optimization. Woodpecker is known for its strong deliverability features and sophisticated campaign logic.
- Instantly vs Smartlead: Instantly combines lead finding with robust campaign management. Smartlead prioritizes advanced deliverability optimization for large-scale outreach.
- Instantly vs Saleshandy: Instantly offers an all-in-one solution for cold email automation. Saleshandy provides email outreach with deliverability tools and a lead finder.
- Instantly vs Klenty: Instantly focuses on email deliverability and simplified campaign setup. Klenty is a sales engagement platform with deeper CRM integrations and advanced cadences.
- Instantly vs Warmbox: Instantly integrates email warm-up within its outreach suite. Warmbox is a dedicated, specialized tool for enhancing email sender reputation.
- Instantly vs Maildoso: Instantly emphasizes unlimited warm-up and scaling cold email. Maildoso focuses on cost-effective email infrastructure and inbox rotation for deliverability.
- Instantly vs Manyreach: Instantly offers tiered monthly plans for features. Manyreach provides credit-based pricing with comprehensive features available from the start.
- Instantly vs Warmy: Instantly’s platform includes a streamlined warm-up. Warmy is a dedicated deliverability tool with detailed analytics and authentication features.
Frequently Asked Questions
Can I import my existing contacts into Pipedrive Instantly?
Both platforms allow you to easily import contacts from a CSV file or other CRM systems. This saves you time and ensures a smooth transition.
Does Pipedrive or Instantly offer a free plan?
While neither platform offers a completely free plan, both provide free trials. This gives you a chance to test the features and see which CRM is the best fit for your needs.
Which CRM is better for small businesses?
Pipedrive is generally more affordable for small businesses, especially those with limited budgets. However, pricing can be higher if you need multiple email accounts.
Can I use Pipedrive and Instantly together?
While it’s technically possible to use both CRMs simultaneously, it’s not recommended. This can lead to data duplication and confusion. It’s best to choose one platform that best meets your needs.
What kind of customer support do Pipedrive and Instantly offer?
Both companies offer excellent customer support through email, chat, and phone. They also have extensive knowledge bases and helpful resources available online.
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