⚡ 간단 평가:
- 가격: Pipedrive starts at $14/user/month. Insightly starts at $29/user/month.
- 다음과 같은 경우에 가장 적합합니다: Pipedrive for sales teams tracking deals. Insightly for teams that need project management after the deal closes.
- 주요 차이점: Pipedrive gives unlimited contact records. Insightly caps contact storage by plan tier.
- 저희가 선택한 제품: Pipedrive (4.3) for most users, because its pipeline management is simpler and its entry plan costs half as much.
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.
개요
This Pipedrive vs Insightly comparison covers pricing, key features, 오토메이션, and support.
We also break down who each CRM tool works best for.
우리의 작가 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.
Pipedrive란 무엇인가요?
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.
🏆 우승: Pipedrive
The simplest way to see every deal in one screen. Pipedrive suits 소규모 사업체 that want a CRM their reps will actually open daily.
Pipedrive 가격 책정
Pipedrive pricing runs across four paid tiers. There is no free plan.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 라이트 | 사용자당 월 14달러 | Solo sellers tracking deal stages |
| 성장 | 사용자당 월 24달러 | Small teams adding email templates |
| 프리미엄 | 사용자당 월 49달러 | 워크플로 자동화가 필요한 팀 |
| 궁극적인 | 사용자당 월 69달러 | Larger teams wanting custom dashboards |
Pricing verified September 2026.
무료 체험: 14 days on all plans, no card needed to start.
환불 보장: No blanket refund window. You cancel before renewal instead.
📌 메모: Every tier includes unlimited contact records. That matters if your crm data grows fast and you do not want storage caps.
⚠️ 경고: 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.
Pipedrive의 주요 이점
Here is what makes Pipedrive worth a look:
- 시각적 파이프라인 관리: Customise pipeline stages and deal probabilities to match your sales cycle. Nothing is locked.
- AI 판매 도우미: 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.
- 무제한 연락처: Contact management has no record ceiling on any plan.
- 연중무휴 24시간 지원: 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.
우리 팀이 발견한 점
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.
Pipedrive의 장점 및 단점
✅ 장점
- 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
❌ 단점
- Add-on tax on essential features like LeadBooster
- Standard support can be slow or unhelpful
- 무료 플랜은 없고, 14일 무료 체험만 가능합니다.
- Around 400 integrations, fewer than Insightly
Insightly란 무엇인가요?
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.
Insightly 가격 책정
Insightly offers three paid tiers. Prices are per user, per month.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | Teams starting with CRM and projects |
| 전문적인 | 사용자당 월 49달러 | Workflow automation and customizable dashboards |
| 기업 | 사용자당 월 99달러 | Complex tech stack and deep customization options |
Pricing verified September 2026.
무료 체험: Yes, and the trial loads dummy data so you learn the interface faster.
환불 보장: Not published. Plans are billed annually per seat.
📌 메모: 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.
⚠️ 경고: 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.
Insightly의 주요 이점
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.
- 사용자 지정 보고서 작성기: 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, 에버노트, Microsoft 365, and Zapier.
- Guided onboarding: Tailored onboarding help is available as a paid add-on.
우리 팀이 발견한 점
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.
Insightly의 장점 및 단점
✅ 장점
- 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
❌ 단점
- 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
기능 비교
Insightly and Pipedrive share plenty of the same features on paper. The differences show up in how deep each one goes.
| 특징 | 파이프드라이브 | 통찰력 있게 |
|---|---|---|
| 시작 가격 | 사용자당 월 14달러 | 사용자당 월 29달러 |
| 무제한 연락처 | ✅ | ❌ |
| 프로젝트 관리 | ✅ (기본) | ✅ (전체) |
| 마케팅 자동화 | ✅ (추가 기능) | ✅ (내장형) |
| 사용자 정의 보고서 작성기 | ❌ | ✅ |
| AI 판매 도우미 | ✅ | ❌ |
| Offline Mobile App | ✅ | ❌ |
| 통합 | 400+ | 2,000+ |
| 24/7 Standard Support | ✅ | ❌ |
| 가장 적합한 대상 | Sales teams closing deals | Teams delivering projects |
1. 리드 관리
파이프드라이브: A separate Leads 받은편지함 holds unqualified prospects away from live deals. Web forms and 챗봇 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.
통찰력 있게: 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
파이프드라이브: 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.
통찰력 있게: 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. 프로젝트 관리
파이프드라이브: 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.
통찰력 있게: 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
파이프드라이브: 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.
통찰력 있게: 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
파이프드라이브: 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.
통찰력 있게: 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. 워크플로 자동화 및 AI
파이프드라이브: 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.
통찰력 있게: 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 건축업자, so the learning curve is similar.
7. Email Templates and Contact Management
파이프드라이브: 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.
통찰력 있게: 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. 통합 및 앱 마켓플레이스
파이프드라이브: 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.
통찰력 있게: 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 자피어 are covered. A complex tech stack is where this pays off.
⚠️ 경고: 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
파이프드라이브: 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.
통찰력 있게: 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. 가격 및 비용
Here are both price lists side by side.
| 층 | 파이프드라이브 | 통찰력 있게 |
|---|---|---|
| 기입 | Lite 버전 — 사용자당 월 14달러 | 추가 요금 — 사용자당 월 29달러 |
| 중간 | 성장형 모델 — 사용자당 월 24달러 | 전문가용 — 사용자당 월 49달러 |
| 높은 | 프리미엄 — 사용자당 월 49달러 | 기업용 — 사용자당 월 99달러 |
| 맨 위 | 얼티밋 — 사용자당 월 69달러 | — |
파이프드라이브: 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.
통찰력 있게: 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.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 빠듯한 예산 | 파이프드라이브 | Half the entry price per seat |
| Delivery after the sale | 통찰력 있게 | Real project management built in |
| Fast rep adoption | 파이프드라이브 | Simple drag-and-drop pipeline |
| 심층 보도 | 통찰력 있게 | Custom report builder |
| Unlimited contact storage | 파이프드라이브 | No record caps on any plan |
| 광범위한 통합 라이브러리 | 통찰력 있게 | AppConnect를 통해 2,000개 이상의 앱을 이용할 수 있습니다. |
💰 예산
Pipedrive starts at $14 per seat, Insightly at $29. Add ons close that gap fast, so price the exact bundle you need.
🔌 사용 중인 기술 스택
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.
📈 귀사의 영업 프로세스
If the job ends at closed-won, Pipedrive is the tighter fit. If closed-won starts a project, Insightly saves you a second tool.
🎓 귀하의 경험 수준
Both are user-friendly and most teams adapt quickly. Sales professionals with no CRM background will be faster in Pipedrive.
🆓 무료 체험 및 데모
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.
🛟 지원 옵션
Pipedrive includes 24/7 live chat and email on all plans. Insightly leans on email and forums unless you buy premium support.
전환 가이드
Already on one of them? Here is what changes when you move.
🔄 Pipedrive에서 Insightly로 전환하시나요?
✅ 얻게 될 이점:
- Full project management after the deal closes
- Custom report builder for detailed analytics
- Access to over 2,000 integrations
❌ 잃게 될 것:
- Unlimited contact records
- The AI Sales Assistant
- 24/7 support on the base plan
📋 전환 방법:
- 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
🔄 Insightly에서 Pipedrive로 전환하시나요?
✅ 얻게 될 이점:
- A cheaper entry plan at $14 per user
- No contact storage limits
- Faster onboarding for a new sales team
❌ 잃게 될 것:
- Deep project management tools
- Built-in marketing campaigns
- The 2,000-app integration library
📋 전환 방법:
- 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
저희 리뷰에서 다루지 않은 내용
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.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | 파이프드라이브 |
| 🚀 파이프라인 관리 | 파이프드라이브 |
| 📋 프로젝트 관리 | 통찰력 있게 |
| 📊 신고 | 통찰력 있게 |
| 👶 사용 편의성 | 파이프드라이브 |
| 🔌 통합 | 통찰력 있게 |
| 🛟 지원 | 파이프드라이브 |
| 🏆 종합 우승 | 파이프드라이브 |
🏆 우승: PIPEDRIVE
Pipedrive wins 4 of 7 categories and holds the higher rating at 4.3.
다음과 같은 경우에 가장 적합합니다: 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.
Pipedrive 비교
Here is how Pipedrive CRM stacks up against other names on your shortlist:
Pipedrive는 다음 항목에서 승리했습니다: lower entry price, faster setup for a small sales team, no contact caps
HubSpot이 다음 분야에서 우위를 차지했습니다: a genuinely free tier, deeper marketing automation, stronger content tooling
파이프드라이브 vs 세일즈포스
Pipedrive는 다음 항목에서 승리했습니다: setup time measured in hours, predictable seat pricing, no admin hire needed
Salesforce가 다음 분야에서 우위를 점했습니다: customisation depth, large-org reporting, a huge partner network for niche builds
파이프드라이브 vs 먼데이 CRM
Pipedrive는 다음 항목에서 승리했습니다: sales-specific views, deal forecasting, 24/7 support on all tiers
월요일 CRM 주요 성과: flexible board layouts, cross-team work tracking, visual project boards
파이프드라이브 vs 킵
Pipedrive는 다음 항목에서 승리했습니다: cheaper seats, cleaner pipeline view, easier reporting for new users
Keap은 계속해서 승리합니다: bundled email and SMS follow-up, e-commerce features, done-for-you campaign templates
Insightly 비교에서 더 많은 정보
And here is Insightly vs the alternatives buyers usually shortlist beside it:
Insightly는 다음 항목에서 우위를 점합니다: native project delivery, custom report builder, per-seat cost at the top tier
HubSpot이 다음 분야에서 우위를 차지했습니다: free starting tier, easier email campaign builder, larger training library
Insightly는 다음 항목에서 우위를 점합니다: tighter CRM-to-project handoff, cleaner interface, guided onboarding option
Zoho CRM이 다음 항목에서 우위를 차지했습니다: much lower seat price, bundled office apps, more built-in customisation at entry level
Insightly는 다음 항목에서 우위를 점합니다: shorter rollout, projects included as standard, simpler admin for a small ops team
Salesforce가 다음 분야에서 우위를 점했습니다: scale, third-party app depth, granular permission control
자주 묻는 질문
Pipedrive보다 더 나은 것은 무엇일까요?
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.
Insightly는 무엇에 유용할까요?
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.
Pipedrive를 CRM으로 사용할 수 있나요?
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.
Insightly는 클라우드 기반인가요?
Yes. It runs in the browser with no server to maintain. Insightly’s mobile app covers records on the road, and data syncs across 기기 자동으로.
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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