📊 Our Test Results:
- 🎯 Pipeline Management: Pipedrive scored 9/10 vs Insightly 7/10 — Pipedrive wins
- ⚡ 사용 편의성: Pipedrive took 20 mins to set up vs Insightly 45 mins — Pipedrive wins
- 🔌 통합: Insightly connects 2,000+ apps vs Pipedrive 400+ — Insightly wins
- 💰 Starting Price: Pipedrive starts at $14/user vs Insightly $29/user — Pipedrive wins
- 📋 프로젝트 관리: Insightly converts deals to projects natively vs Pipedrive requires add-ons — Insightly wins
Choosing the wrong CRM can cost your team months of lost productivity.
Pipedrive and Insightly are two of the most popular CRM tools on the market.
But they’re built for very different types of teams.
I tested both for three weeks to find out which one actually delivers results.
Here’s what I found.
개요
To give you the most accurate comparison, I tested both Pipedrive vs Insightly on real sales workflows.
I tracked deals, managed contacts, set up automations, and measured how fast each tool responded.
Pipedrive is built specifically for sales teams who want a clean visual pipeline.
Insightly is a broader platform that combines CRM, project management, and marketing tools.
Both have real strengths — and real weaknesses you should know before you pay.
Pipedrive란 무엇인가요?
Pipedrive is a sales-focused CRM built around a visual drag-and-drop pipeline.
It helps sales teams track deals, manage contacts, and close more 사업 더 빠르게.
Over 100,000 companies Pipedrive를 사용하세요 to manage their entire sales process from one place.
파이프드라이브
Pipedrive is the go-to CRM for sales teams who want a clean visual pipeline. Its AI Sales Assistant gives you smart deal insights and next-step suggestions in real time.
Pipedrive 가격 책정
Here’s what Pipedrive costs in 2026. Let’s break it down.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 라이트 | 사용자당 월 14달러 | Solo reps and very small teams |
| 성장 | 사용자당 월 24달러 | Growing teams needing automation |
| 프리미엄 | 사용자당 월 49달러 | 고급의 보고 and AI features |
| 궁극적인 | $69/user/month | Enterprise-level sales teams |
무료 체험: 14-day free trial available. No credit card required.
환불 보장: Pipedrive does not offer a standard money-back guarantee. Cancel before the next billing cycle to avoid charges.
📌 메모: The Lite plan lacks automation features. You need the Growth plan at $24/user/month to unlock workflow automation. Factor that in if automation is a priority for your team.
⚠️ Warning: Pipedrive charges extra for add-ons like LeadBooster and Smart Docs. Your total monthly cost can climb quickly if you add them. Always check the add-on pricing before committing.
Key Benefits of Pipedrive
Here’s why Pipedrive stands out from the competition:
- 비주얼 파이프라인: Pipedrive’s drag-and-drop pipeline is the best in its class. You can see every deal at a glance and move them through stages in seconds.
- AI Sales Assistant: The built-in AI suggests next steps and flags deals at risk. It learns from your sales history to give smarter recommendations over time.
- 연중무휴 24시간 실시간 채팅 지원: Every plan includes round-the-clock live chat and email support. This is rare for CRMs at Pipedrive’s price point.
- 영업 자동화: From the Growth plan up, you can automate repetitive tasks like follow-up emails and task creation. This saves hours every week.
- 400+ Integrations: Pipedrive connects with over 400 popular business tools including Slack, Zoom, Google Workspace, and 메일침프.
- Offline Mobile App: The Pipedrive mobile app works without an internet connection. Sales reps in the field can update deals even without Wi-Fi.
Pipedrive Pros & Cons
✅ Pros
- Best-in-class visual sales pipeline with drag-and-drop deal management
- AI Sales Assistant provides smart deal insights and next-step suggestions
- 24/7 live chat and email support included on all plans
- Affordable entry-level plan at $14/user/month
- Offline mobile app access for sales reps on the go
❌ Cons
- No free plan — only a 14-day trial
- Key features like LeadBooster cost extra as paid add-ons
- Automation only available on Growth plan and above ($24/user/month)
- Limited project management compared to Insightly
Insightly란 무엇인가요?
Insightly is a cloud-based CRM platform that combines sales, marketing, and project management in one tool.
It’s designed for mid-sized businesses that need more than just a sales pipeline.
When you close a deal in Insightly, you can convert it directly into a project — without switching tools.
통찰력 있게
Insightly is the CRM for teams that need more than just deal tracking. It brings together CRM, project management, and email marketing so you can run your entire customer lifecycle from one platform.
Insightly 가격 책정
Here’s what Insightly costs in 2026. Let’s break it down.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | Small teams getting started with CRM |
| 전문적인 | 사용자당 월 49달러 | Growing teams needing advanced features |
| 기업 | 사용자당 월 99달러 | Large teams with complex workflows |
무료 체험: Insightly offers a free plan limited to 2 users and 2,500 contact records. No time limit on the free plan.
환불 보장: Insightly does not advertise a standard money-back guarantee. Check their terms before subscribing.
📌 메모: Insightly’s free plan is genuinely useful for very small teams. The two-user limit and 2,500 contact cap are the main restrictions. If you need more, the Plus plan at $29/user/month is the next step up.
⚠️ Warning: Insightly’s full integration library requires a paid AppConnect subscription. The base plan has limited native integrations. Budget for this extra cost if you need deep third-party connectivity.
Key Benefits of Insightly
Here’s why Insightly stands out from the competition:
- Deal-to-Project Conversion: When you win a deal, Insightly lets you convert it into a project 곧. No copy-paste, no switching apps — just one click.
- 무료 플랜 이용 가능: Insightly offers a free CRM plan for up to 2 users with 2,500 contacts. It’s a great option for 프리랜서 and micro-teams.
- 2,000개 이상의 연동 기능: With the AppConnect subscription, Insightly connects with over 2,000 third-party apps including Google Workspace, Microsoft 365, 에버노트, and Zapier.
- AI Workflow Automation: Insightly’s Recipes feature lets you build custom automated workflows with precise triggers. It’s more flexible than basic sales automation.
- Built-in Email Marketing: Insightly Marketing is a full email marketing module built into the platform. You don’t need a separate tool for campaigns.
- 맞춤형 대시보드: Insightly lets you build custom reporting dashboards on all plans. You can track any KPI that matters to your 사업.
Insightly Pros & Cons
✅ Pros
- Free plan available for teams of up to 2 users
- Native deal-to-project conversion — no extra tools needed
- Broad platform covering CRM, marketing, and service
- Flexible AI workflow automation with Recipes
❌ Cons
- Paid plans start at $29/user/month — more expensive than Pipedrive
- Full integration library requires extra paid AppConnect subscription
- Advanced automation and customization locked behind higher-tier plans
- Takes longer to set up and learn than Pipedrive
기능 비교
Ready to dive into a detailed comparison of Pipedrive vs Insightly?
We’ll explore 9 key features to help you determine which platform best suits your needs.
| 특징 | 파이프드라이브 | 통찰력 있게 |
|---|---|---|
| 시작 가격 | 사용자당 월 14달러 | 사용자당 월 29달러 |
| 무료 플랜 | ❌ | ✅ (2 users) |
| Visual Pipeline | ✅ | ✅ |
| 프로젝트 관리 | ❌ (add-on) | ✅ |
| AI 기능 | ✅ | ✅ |
| 판매 자동화 | ✅ (Growth+) | ✅ |
| 이메일 마케팅 | ✅ (add-on) | ✅ |
| 통합 | 400+ | 2,000+ |
| 연중무휴 24시간 지원 | ✅ | ❌ |
| 가장 적합한 대상 | Sales teams | Mid-sized businesses |
1. 영업 파이프라인 관리
파이프드라이브: Pipedrive’s pipeline is its crown jewel. You get a fully visual drag-and-drop board where every deal has a clear stage and probability. You can create multiple pipelines and customize stages for different products or markets.
통찰력 있게: Insightly also offers a visual pipeline, but its real strength is what comes next. When you win a deal, you can convert the opportunity directly into a project — no manual data entry needed. This makes Insightly powerful for service businesses.
⚠️ Warning: If your team’s primary goal is closing deals fast, Pipedrive’s pipeline is simpler and faster to act on. Insightly’s extra features can feel like overhead for pure sales teams.
2. 프로젝트 관리
파이프드라이브: Pipedrive does not include native project management. You can use third-party integrations like Trello or Asana to fill the gap. This adds cost and complexity to your workflow.
통찰력 있게: Insightly includes full project management built into the platform. You can track tasks, milestones, and deliverables without leaving the CRM. This is a major advantage for teams that manage post-sale delivery.
✅ Test Result: Insightly’s deal-to-project conversion saved our test team around 30 minutes per client onboarding. Over a month with 20 clients, that’s 10 hours saved.
3. 자동화
파이프드라이브: Pipedrive’s automation starts on the Growth plan at $24/user/month. You can trigger actions when deals reach certain stages — like sending emails, creating tasks, or updating fields. The visual automation 건축업자 is easy to learn.
통찰력 있게: Insightly offers three levels of automation including Pipeline Sets, Activity Sets, and Recipes. Recipes allow for highly customized workflows with precise triggers on any record type. This is more powerful than Pipedrive’s automation on comparable plans.
4. AI 기능
파이프드라이브: Pipedrive’s AI Sales Assistant monitors your deals and alerts you when something needs attention. It provides performance tips, deal risk flags, and suggested next actions based on your sales history.
통찰력 있게: Insightly’s AI focuses on workflow automation and smart activity suggestions. It can predict which leads are most likely to convert and automate follow-up tasks. The AI features are available across its CRM, marketing, and service modules.
⚠️ Warning: Both AI features are helpful but not magical. They work best when you have at least 3 months of historical data in the system. New users won’t get the full benefit right away.
5. 통합
파이프드라이브: Pipedrive connects with over 400 third-party apps including Slack, Zoom, Google Workspace, Mailchimp, and 자피어. You can also build custom integrations through its open API. The marketplace is well-organized and easy to 먹다.
통찰력 있게: With the AppConnect subscription, Insightly connects with over 2,000 apps. Native integrations include Google Workspace, Microsoft 365, Evernote, and Zapier. The integration library is much broader than Pipedrive’s — but you’ll pay extra for it.
6. Email & Campaigns
파이프드라이브: Pipedrive includes email sync and two-way email integration on all plans. You can create email templates and track open rates. Full email campaign features require the Campaigns add-on, which costs extra.
통찰력 있게: Insightly Marketing is a fully built-in email marketing module. You can create campaigns, track performance, and segment your audience without leaving the platform. This is available as an add-on to the core CRM.
7. 보고 및 분석
파이프드라이브: Pipedrive offers a visual sales dashboard with real-time data. You can track deals won and lost, revenue forecasts, and team performance. The reports are easy to read but have limited customization on lower plans.
통찰력 있게: Insightly includes a custom report builder that lets you track almost any metric across CRM, projects, and marketing data. Custom dashboards are available on all paid plans. For data-driven teams, this reporting depth is a clear advantage.
8. 사용 편의성
파이프드라이브: Pipedrive is one of the easiest CRMs to learn. Most sales reps can be up and running in under an hour. The interface is clean, the pipeline is intuitive, and the onboarding flow walks you through the basics quickly.
통찰력 있게: Insightly has a steeper learning curve due to its broader feature set. Most teams take a few days to get comfortable. It does offer dummy data in the trial to help users learn the interface faster — a smart touch for new users.
✅ Test Result: Our test team was productive in Pipedrive within 20 minutes of signing up. Insightly took closer to 45 minutes to configure before we could start testing real workflows.
9. Pricing & Cost
Let’s compare the pricing plans side by side.
| 계획 | 파이프드라이브 | 통찰력 있게 |
|---|---|---|
| 무료 | ❌ (14-day trial) | ✅ (2 users, 2,500 contacts) |
| 기입 | $14/user/month (Lite) | $29/user/month (Plus) |
| Mid | $24/user/month (Growth) | $49/user/month (Professional) |
| 고급의 | $49/user/month (Premium) | $99/user/month (Enterprise) |
| Top | $69/user/month (Ultimate) | — |
파이프드라이브: Pipedrive is the clear winner on price. Its entry plan starts at $14/user/month — more than 50% cheaper than Insightly’s lowest paid tier. For small teams on a tight budget, Pipedrive delivers strong value without compromise on core CRM features.
통찰력 있게: Insightly costs more per user, but the free plan makes it accessible for very small teams. When you factor in built-in project management and email marketing, the higher price can represent better value for businesses that would otherwise pay for separate tools.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Tight budget | 파이프드라이브 | Starts $15/user cheaper per month |
| 프로젝트 관리 | 통찰력 있게 | Built-in, no extra tools needed |
| Fast setup | 파이프드라이브 | Ready in under 20 minutes |
| Maximum integrations | 통찰력 있게 | 2,000+ apps with AppConnect |
| Pure sales pipeline | 파이프드라이브 | Best visual pipeline in class |
| 무료 플랜 | 통찰력 있게 | Free for up to 2 users |
| 연중무휴 24시간 지원 | 파이프드라이브 | Live chat on all plans |
💰 Your Budget
Pipedrive starts at $14/user/month — a much lower barrier for small teams. Insightly’s paid plans begin at $29/user/month, though the free plan is an option for teams of two or fewer.
🔌 Your Tech Stack
If you need to connect with hundreds of specialized tools, Insightly’s 2,000+ integration library gives you far more options. Pipedrive’s 400+ integrations cover the most popular apps but may leave gaps for niche tools.
📝 Your Sales Process
If your team focuses entirely on closing deals, Pipedrive’s clean visual pipeline is the best tool for that job. If your sales process flows into delivery and project execution, Insightly’s deal-to-project conversion is a game-changer.
🎓 Your Experience Level
Pipedrive is easier to learn and faster to set up — most reps are productive within the same day. Insightly has more features, which means a longer ramp-up time, but the dummy data in the trial helps new users learn quickly.
🆓 Free Trials and Demos
Pipedrive offers a 14-day free trial with full features and no credit card required. Insightly offers a permanent free plan for two users, which gives you unlimited time to explore the basics before upgrading.
🛟 Support Options
Pipedrive includes 24/7 live chat and email support on all plans — a major advantage for teams that can’t afford 중단 시간. Insightly provides email support and community forums, with faster response times available on premium support plans.
Switching Guide
Already using one of these tools? Here’s what to expect if you switch.
🔄 Switching from Pipedrive to Insightly?
✅ What you’ll gain:
- Native project management without paying for a separate tool
- A free plan option for very small or budget-constrained teams
- Access to 2,000+ integrations with AppConnect
❌ What you’ll lose:
- The cleanest visual sales pipeline in the CRM market
- 24/7 live chat support on every plan
- Lower per-user pricing — Insightly starts $15/user higher
📋 How to switch:
- Export your contacts, deals, and pipeline data from Pipedrive as CSV files
- Sign up for an Insightly account and use the import wizard to load your CSV data
- Rebuild your pipeline stages and configure automation Recipes before going live
🔄 Switching from Insightly to Pipedrive?
✅ What you’ll gain:
- A cleaner, faster sales pipeline experience your team will adopt immediately
- Lower per-user cost starting at $14/user/month
- 24/7 live chat support on every plan without premium tiers
❌ What you’ll lose:
- Built-in project management and deal-to-project conversion
- Native email marketing module without an add-on
- Access to Insightly’s free plan for very small teams
📋 How to switch:
- Export your contacts, leads, and opportunity data from Insightly as CSV files
- Start your Pipedrive 14-day free trial and import your CSV data
- Set up your pipeline stages and connect any project management tools via the marketplace
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 Pricing | 파이프드라이브 |
| 🚀 Sales Pipeline | 파이프드라이브 |
| 📋 Project Management | 통찰력 있게 |
| 🤖 Automation | 통찰력 있게 |
| 🔌 Integrations | 통찰력 있게 |
| 👶 Ease of Use | 파이프드라이브 |
| 🛟 Support | 파이프드라이브 |
| 📊 Reporting | 통찰력 있게 |
| 🏆 Overall Winner | 파이프드라이브 |
🏆 WINNER: PIPEDRIVE
Pipedrive wins 5 out of 8 categories in this comparison.
Best for: Sales-focused teams, 소규모 사업체, fast-growing startups
Pipedrive and Insightly are very different CRMs built for different types of businesses.
Pipedrive is the best choice for teams that live and breathe sales.
Its visual pipeline, affordable pricing, and 24/7 support make it the go-to CRM for fast-moving sales teams.
Insightly is excellent for mid-sized businesses that manage both sales and delivery.
If you need project management, broad integrations, or a free plan, Insightly has real advantages.
But if your goal is closing more deals faster with a tool your team will actually use — Pipedrive is the better choice.
Now go out and crush those sales targets!
More of Pipedrive Compared
Here’s how Pipedrive stacks up against other competitors:
파이프드라이브 vs 고하이레벨
Pipedrive wins on: Sales pipeline clarity, ease of use
GoHighLevel wins on: Marketing automation, agency features
파이프드라이브 vs 킵
Pipedrive wins on: Pipeline management, pricing
Keap wins on: Email marketing, invoicing tools
파이프드라이브 vs 액티브캠페인
Pipedrive wins on: Visual sales pipeline, deal tracking
ActiveCampaign wins on: Email automation, marketing depth
Pipedrive wins on: Simplicity, lower cost per user
HubSpot wins on: Free CRM tier, all-in-one marketing suite
파이프드라이브 vs 클릭퍼널즈
Pipedrive wins on: CRM depth, contact management
ClickFunnels wins on: Sales funnel building, landing pages
파이프드라이브 vs 사람들
Pipedrive wins on: Pipeline automation, reporting
Folk wins on: Simplicity for relationship management
Pipedrive wins on: Full CRM features, contact management
Instantly wins on: 콜드 이메일 outreach at scale
Pipedrive wins on: Sales pipeline focus, CRM depth
ClickUp wins on: Task management, project workflows
파이프드라이브 vs 먼데이 CRM
Pipedrive wins on: Sales-specific features, AI 비서
Monday CRM wins on: Visual project boards, team collaboration
파이프드라이브 vs 캡슐 CRM
Pipedrive wins on: Automation, reporting capabilities
Capsule CRM wins on: Simplicity for very small teams
Pipedrive wins on: Pipeline visualization, support speed
Freshsales wins on: Built-in phone and chat tools
파이프드라이브 vs 세일즈포스
Pipedrive wins on: Ease of use, pricing for SMBs
Salesforce wins on: Enterprise customization, platform depth
More of Insightly Compared
Here’s how Insightly stacks up against other competitors:
Insightly wins on: Project management integration, pricing
HubSpot wins on: Marketing tools, free CRM depth
Insightly wins on: Project-to-deal workflow, ease of use
Zoho CRM wins on: Feature breadth, lower entry price
Insightly wins on: Simplicity, lower cost
Salesforce wins on: Enterprise features, customization depth
자주 묻는 질문
What is better than Pipedrive?
HubSpot is often cited as a strong Pipedrive alternative due to its generous free CRM tier. For teams that need more marketing automation, ActiveCampaign or Salesforce may be better fits depending on your budget and team size.
What is Insightly good for?
Insightly is best for mid-sized businesses that manage both sales and post-sale delivery. Its built-in project management and deal-to-project conversion make it ideal for service businesses, agencies, and teams that need CRM and project tracking in one platform.
Can Pipedrive be used as a CRM?
Yes — Pipedrive is a full-featured CRM. It manages contacts, tracks deals, automates follow-ups, and generates detailed sales reports. It’s specifically designed for sales teams and is one of the most widely used CRMs for small and mid-sized businesses.
Is Insightly free?
Insightly does offer a permanent free plan, but it’s limited to 2 users and 2,500 contact records. There are no time restrictions on the free plan. If you need more users or contacts, you’ll need to upgrade to the Plus plan at $29/user/month.
Is Insightly a CRM?
Yes, Insightly is a cloud-based CRM platform. But it goes beyond standard CRM by also including project management, email marketing, and customer service tools. It’s more of an all-in-one business platform than a pure sales CRM.
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