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Pipedrive vs Insightly 2026: The Honest Comparison Nobody Shows

da | Last updated Sep 8, 2026

Vincitore
Pipedrive
4.3
  • Drag-and-Drop Sales Pipeline
  • AI Sales Assistant Built In
  • Unlimited Contact Records
  • 400+ Third Party Apps
  • Offline Mobile App Access
  • Prova gratuita di 14 giorni
  • Piani a partire da 14 $/utente/mese
Secondo classificato
Perspicace
4.1
  • Oltre 2.000 integrazioni di app
  • CRM + Projects in One Tool
  • Won Deals Convert to Projects
  • Generatore di report personalizzati
  • Built-In Marketing Tools
  • Trial Includes Dummy Data
  • 3. CRM e gestione della pipeline

⚡ Verdetto rapido:

  • Prezzi: Pipedrive starts at $14/user/month. Insightly starts at $29/user/month.
  • Ideale per: Pipedrive for sales teams tracking deals. Insightly for teams that need project management after the deal closes.
  • Differenza fondamentale: Pipedrive gives unlimited contact records. Insightly caps contact storage by plan tier.
  • La nostra scelta: Pipedrive (4.3) for most users, because its pipeline management is simpler and its entry plan costs half as much.
Pipedrive vs Insightly Comparison

Most teams pick a CRM 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.

Panoramica

This Pipedrive vs Insightly comparison covers pricing, key features, automazione, and support.

We also break down who each CRM tool works best for.

Nostro scrittore 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.

Che cos'è Pipedrive?

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.

🏆 Vincitore: Pipedrive

⭐ 4,3/5 | 💰 A partire da 14 $/utente/mese

The simplest way to see every deal in one screen. Pipedrive suits piccole imprese that want a CRM their reps will actually open daily.

Prezzi Pipedrive

Pipedrive pricing runs across four paid tiers. There is no free plan.

PianoPrezzoIdeale per
Leggero$ 14/utente/meseSolo sellers tracking deal stages
Crescita$24/utente/meseSmall teams adding email templates
Premio$49/utente/meseTeam che necessitano di automatizzare i flussi di lavoro
Definitivo69 dollari per utente al meseLarger teams wanting custom dashboards

Pricing verified September 2026.

Prezzi Pipedrive

Prova gratuita: 14 days on all plans, no card needed to start.

Garanzia di rimborso: No blanket refund window. You cancel before renewal instead.

📌 Nota: Every tier includes unlimited contact records. That matters if your crm data grows fast and you do not want storage caps.

⚠️ Avvertimento: 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.

Principali vantaggi di Pipedrive

Here is what makes Pipedrive worth a look:

  • Gestione visiva della pipeline: Customise pipeline stages and deal probabilities to match your sales cycle. Nothing is locked.
  • Assistente alle vendite basato sull'intelligenza artificiale: 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.
  • Contatti illimitati: Contact management has no record ceiling on any plan.
  • Assistenza 24 ore su 24, 7 giorni su 7: 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.
Principali vantaggi di Pipedrive

Cosa ha notato il nostro team

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:

Utilizzo di Pipedrive

The interface takes almost no training, which is the point.

Introduzione al sistema di azionamento a tubo

Pro e contro di Pipedrive

✅ Pro
  • 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
❌ Contro
  • Add-on tax on essential features like LeadBooster
  • Standard support can be slow or unhelpful
  • Nessun piano gratuito, solo una prova di 14 giorni.
  • Around 400 integrations, fewer than Insightly

Che cos'è 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.

Recensione di Insightly CRM: migliore di quanto mi aspettassi?

🥈 Runner Up: Insightly

⭐ 4,1/5 | 💰 A partire da 29 $/utente/mese

Pick Insightly when the work starts after the sale. Delivery, marketing campaigns, and customer data live under one login.

Prezzi approfonditi

Insightly offers three paid tiers. Prices are per user, per month.

PianoPrezzoIdeale per
Più$29/utente/meseTeams starting with CRM and projects
Professionale$49/utente/meseWorkflow automation and customizable dashboards
Impresa$ 99/utente/meseComplex tech stack and deep customization options

Pricing verified September 2026.

Vantaggi principali di Insightly

Prova gratuita: Yes, and the trial loads dummy data so you learn the interface faster.

Garanzia di rimborso: Not published. Plans are billed annually per seat.

📌 Nota: 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.

⚠️ Avvertimento: 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.

Principali vantaggi di 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.
  • Generatore di report personalizzati: 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, Evernote, Microsoft 365, and Zapier.
  • Guided onboarding: Tailored onboarding help is available as a paid add-on.
Pagina iniziale di Insightly

Cosa ha notato il nostro team

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.

Pro e contro di Insightly

✅ Pro
  • 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
❌ Contro
  • 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

Confronto delle funzionalità

Insightly and Pipedrive share plenty of the same features on paper. The differences show up in how deep each one goes.

CaratteristicaPipedrivePerspicace
Prezzo di partenza$ 14/utente/mese$29/utente/mese
Pipeline di vendita visive✅❌
Gestione del progetto✅ (base)✅ (completo)
Automazione del marketing✅ (componente aggiuntivo)✅ (integrato)
Generatore di report personalizzati❌✅
Campagne email integrate, visualizzazioni della pipeline, funzionalità del team di vendita✅❌
Offline Mobile App✅❌
Integrazioni400+2,000+
24/7 Standard Support✅❌
Ideale perSales teams closing dealsTeams delivering projects

1. Gestione dei lead

Pipedrive: A separate Leads Posta in arrivo holds unqualified prospects away from live deals. Web forms and chatbot 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.

Funzionalità Lead di Pipedrive

Approfondito: 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.

CRM moderno e intuitivo

2. Sales Pipeline and Managing Deals

Pipedrive: 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.

Funzionalità offerte di Pipedrive

Approfondito: 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.

CRM Insightly

3. Gestione del progetto

Pipedrive: 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.

Funzionalità dei progetti di Pipedrive

Approfondito: 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.

Gestione del progetto con intuizione

4. Marketing Campaigns and Email Marketing

Pipedrive: 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.

Funzionalità della campagna di Pipedrive

Approfondito: 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.

Email di Insightly

5. Reporting and Custom Dashboards

Pipedrive: 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.

Pipedrive Insight

Approfondito: 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.

Reportistica approfondita

6. Automazione del flusso di lavoro e intelligenza artificiale

Pipedrive: 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.

Pipedrive AI CRM

Approfondito: 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 costruttori, so the learning curve is similar.

Automazioni basate sull'IA perspicaci

7. Email Templates and Contact Management

Pipedrive: 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.

Email marketing di Pipedrive

Approfondito: 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.

Organizzazioni perspicaci

8. Integrazioni e App Marketplace

Pipedrive: 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.

Integrazioni con Pipedrive Marketplace

Approfondito: 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 Zapier are covered. A complex tech stack is where this pays off.

Integrazioni intuitive e senza soluzione di continuità

⚠️ Avvertimento: 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

Pipedrive: 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.

Pipedrive Smart Docs

Approfondito: 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.

Assistenza e sistema di ticketing Insightly

10. Prezzi e costi

Here are both price lists side by side.

LivelloPipedrivePerspicace
IscrizioneLite — 14 $/utente/meseInoltre, 29 dollari per utente al mese.
MedioCrescita: 24 dollari per utente al meseProfessionista — 49 $/utente/mese
SuperiorePremium — 49 $/utente/meseAziendale — 99 $/utente/mese
SuperioreUltimate — 69 $/utente/mese—

Pipedrive: 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.

Approfondito: 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.

Diversi scenari

Se hai bisognoSceglierePerché
Budget limitatoPipedriveHalf the entry price per seat
Delivery after the salePerspicaceReal project management built in
Fast rep adoptionPipedriveSimple drag-and-drop pipeline
Reportage approfonditoPerspicaceCustom report builder
Unlimited contact storagePipedriveNo record caps on any plan
Ampia libreria di integrazionePerspicaceOltre 2.000 app tramite AppConnect

💰 Il tuo budget

Pipedrive starts at $14 per seat, Insightly at $29. Add ons close that gap fast, so price the exact bundle you need.

🔌 Il tuo stack tecnologico

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.

Se sei uno studente, un lavoratore impegnato o una persona dislessica, Speechify è la soluzione ideale.

If the job ends at closed-won, Pipedrive is the tighter fit. If closed-won starts a project, Insightly saves you a second tool.

🎓 Il tuo livello di esperienza

Both are user-friendly and most teams adapt quickly. Sales professionals with no CRM background will be faster in Pipedrive.

🆓 Prove e demo gratuite

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.

🛟 Opzioni di supporto

Pipedrive includes 24/7 live chat and email on all plans. Insightly leans on email and forums unless you buy premium support.

Guida al passaggio

Already on one of them? Here is what changes when you move.

L'app mobile di Insightly consente ai team di gestire contatti, attività e progetti ovunque si trovino. È supportata anche la scansione dei biglietti da visita.

✅ Cosa otterrai:

  • Full project management after the deal closes
  • Custom report builder for detailed analytics
  • Access to over 2,000 integrations

❌ Cosa perderai:

  • Unlimited contact records
  • The AI Sales Assistant
  • 24/7 support on the base plan

📋 Come effettuare il passaggio:

  1. Export deals, contacts, and activities from Pipedrive as CSV
  2. Start the Insightly trial and map your pipeline stages
  3. Import records, then rebuild automations as Recipes
Analisi predittive delle transazioni di Freddy AI

✅ Cosa otterrai:

  • A cheaper entry plan at $14 per user
  • No contact storage limits
  • Faster onboarding for a new sales team

❌ Cosa perderai:

  • Deep project management tools
  • Built-in marketing campaigns
  • The 2,000-app integration library

📋 Come effettuare il passaggio:

  1. Export contacts, organisations, and opportunities from Insightly
  2. Create a Pipedrive trial and set your deal stages
  3. Import the files, then move live projects to a delivery tool

Cosa non è stato trattato nella nostra recensione

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.

Verdetto finale

CategoriaVincitore
💰 PrezziPipedrive
Importa i tuoi dati utilizzando il servizio di migrazione gratuito di Keap e ricostruisci i tuoi flussi di lavoro.Pipedrive
📋 Gestione del progettoPerspicace
📊 SegnalazionePerspicace
👶 Facilità d'usoPipedrive
🔌 IntegrazioniPerspicace
🛟 SupportoPipedrive
🏆 Vincitore assolutoPipedrive

🏆 VINCITORE: PIPEDRIVE

Pipedrive wins 4 of 7 categories and holds the higher rating at 4.3.

Ideale per: 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.

Maggiori dettagli su Pipedrive rispetto al confronto

Here is how Pipedrive CRM stacks up against other names on your shortlist:

Pipedrive contro HubSpot

Pipedrive vince su: lower entry price, faster setup for a small sales team, no contact caps

HubSpot vince su: a genuinely free tier, deeper marketing automation, stronger content tooling

Pipedrive contro Forza vendita

Pipedrive vince su: setup time measured in hours, predictable seat pricing, no admin hire needed

Salesforce vince su: customisation depth, large-org reporting, a huge partner network for niche builds

Pipedrive contro lunedì CRM

Pipedrive vince su: sales-specific views, deal forecasting, 24/7 support on all tiers

Lunedì CRM vince su: flexible board layouts, cross-team work tracking, visual project boards

Pipedrive contro Mantenere

Pipedrive vince su: cheaper seats, cleaner pipeline view, easier reporting for new users

Keap vince su: bundled email and SMS follow-up, e-commerce features, done-for-you campaign templates

Altre informazioni da Insightly Compared

And here is Insightly vs the alternatives buyers usually shortlist beside it:

Insightly contro HubSpot

Insightly vince su: native project delivery, custom report builder, per-seat cost at the top tier

HubSpot vince su: free starting tier, easier email campaign builder, larger training library

Insightly vs Zoho CRM

Insightly vince su: tighter CRM-to-project handoff, cleaner interface, guided onboarding option

Zoho CRM eccelle su: much lower seat price, bundled office apps, more built-in customisation at entry level

Insightly contro Salesforce

Insightly vince su: shorter rollout, projects included as standard, simpler admin for a small ops team

Salesforce vince su: scale, third-party app depth, granular permission control

Domande frequenti

Cosa c'è di meglio di Pipedrive?

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.

A cosa serve 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.

Pipedrive può essere utilizzato come 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.

Insightly è basato sul cloud?

Yes. It runs in the browser with no server to maintain. Insightly’s mobile app covers records on the road, and data syncs across dispositivi automaticamente.

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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