Pipedrive vs Insightly 2025: Best CRM Tool for you?

Choosing the right tool to manage your customer relationships could feel like a huge deal.

It’s a big decision!

You want something that will help you organize contacts, track your sales, and improve your workflow.

Two popular options are Pipedrive and Insightly. Both are powerful CRMs, but which one is right for you?

In this post, we’ll break down Pipedrive vs Insightly and their key differences so that you can choose the best CRM for your needs.

Overview

To give you the most accurate comparison, we’ve spent weeks testing both Pipedrive and Insightly.

We dug deep into their features, explored their interfaces, and even ran some mock sales scenarios. Now, let’s see how they stack up!

What is Pipedrive?

Is your sales process a bit chaotic? Pipedrive helps you get things in order.

Think of it as your command center for all things sales.

It keeps your leads organized, tracks your deals, and helps you close more sales.

Also, explore our favorite Pipedrive alternatives…

Key Benefits

Pipedrive is built to help you sell smarter, not harder. Here’s what makes it stand out:

• Visual Pipeline: See exactly where each deal stands in your sales process.
• Activity Reminders: Never let a follow-up slip through the cracks.
• Powerful Reporting: Track your progress and identify areas for improvement.
• Mobile App: Manage your sales on the go from anywhere.
• Integrations: Connect with over 300 apps to streamline your workflow.

Pricing

• Essential: $14/user/month.
• Advanced: $24/user/month.
• Professional: $49/user/month.
• Power: $59/user/month.
• Enterprise: $79/user/month.

What is Insightly?

Want a CRM that does more than just sales?

Insightly might be your jam. It’s like a Swiss Army knife for customer relationships.

Not only does it handle your sales pipeline, but it also helps you manage projects and build stronger relationships with customers.

Also, explore our favorite Insightly alternatives…

Key Benefits

Insightly’s superpower is its focus on relationship linking and project management. Here’s the lowdown:

• Relationship Mapping: See the connections between your contacts, organizations, and projects to get a complete picture of your network.
• Project Management: Plan, track, and manage projects with features like Gantt charts, milestones, and task dependencies.
• Workflow Automation: Automate routine tasks like sending emails and updating records to free up your time.
• Customizable Dashboards: Create personalized dashboards to monitor your key performance indicators (KPIs) and track progress.

Pricing

Insightly keeps it simple with three clear pricing tiers:

• Plus: $29/user/month.
• Professional: $49/user/month.
• Enterprise: $99/user/month.

Feature Comparison

Alright, let’s get down to brass tacks!

Both Pipedrive and Insightly are powerful CRM solutions, but they each have their own strengths and weaknesses.

Let’s see how their key features measure up.  

1. Contact Management

Both Pipedrive CRM and Insightly CRM make it easy to keep your contacts organized.

You can store all the essential details like names, email addresses, phone numbers, & even social media links. However, Insightly takes it a step further with its relationship-linking feature.

This lets you see how different contacts are connected, giving you valuable context and insights.  

2. Lead Generation

Are you looking to capture more leads?

Both Pipedrive and Insightly offer web forms that you can embed on your website. These forms automatically capture lead information and add it to your CRM.

But if you want to nurture those leads with targeted email campaigns, you’ll need to integrate with third-party email marketing tools.  

3. Sales Processes

When it comes to managing your sales processes, Pipedrive shines with its intuitive visual pipeline.

You could easily see where each deal stands and drag-and-drop deals as they progress.

Insightly also offers pipeline management, but Pipedrive’s more visually appealing and user-friendly.  

4. Sales Automation

Both Insightly and Pipedrive offer sales automation features to streamline your workflow.

You can automate tasks like sending emails, assigning tasks, and updating deal stages. This frees up your sales team to focus on what they do best? 

5. Marketing Automation

While both platforms offer some basic automation, Pipedrive and Insightly have robust built-in marketing automation features.

If you need advanced marketing automation, you’ll need to integrate with a third-party tool.

6. Reporting

Need to track your progress & identify areas for improvement?

Both CRMs offer customizable reports and dashboards. However, Insightly’s reporting features are more comprehensive and flexible.

7. Customer Relationship Management

At their core, both Pipedrive and Insightly are customer relationship management (CRM) platforms.

They help you to build stronger relationships with your customers by providing a central hub for all your customer interactions.

However, Insightly’s focus on relationship linking and project management gives it an edge in fostering deeper customer relationships.  

What to look for when choosing CRM Software?

• Ease of use: How intuitive is the interface? could you easily find the information you need?
• Features: Does it have the features you need to manage your sales, marketing, & customer relationships?
• Pricing: Does the pricing fit your budget? Are there hidden costs?
• Integrations: Does it integrate with the other tools you use, like your email marketing platform or accounting software?
• Support: What kind of support does the vendor offer? Is there a helpful knowledge base or community forum?
• Mobile access: Do you need to access your CRM on the go? Make sure it has a mobile app that meets your needs.
• Customization: Can you customize the CRM to fit your specific workflow and processes?
• Scalability: Can the CRM grow with your business?
• Security: How secure is your data? Does the vendor offer data encryption and other security measures?

By considering these factors, you could choose the best CRM for your needs.

Final Verdict

So, which CRM platform comes out on top? For most sales teams, we recommend Pipedrive.

Its ease of use, visual pipeline, and affordable pricing make it a winner.

It’s perfect for small to medium-sized businesses that want a straightforward CRM to manage their sales process.

However, if you need a CRM with more advanced features like project management and relationship linking, Insightly is a solid choice.

Ultimately, the best CRM for you depends on your specific needs and budget.

We’ve given you the rundown; now it’s time to make your choice!

Remember to take advantage of those free trials to test drive each platform before committing.

More of Pipedrive

Here’s a comparison of Pipedrive against other CRM software:

• Pipedrive vs GoHighLevel: Pipedrive focuses on sales pipeline management, offering a clear visual flow, whereas GoHighLevel is an all-in-one platform with broader marketing and sales automation features.
• 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 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 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 Insightly

Here’s a brief comparison of Insightly with these software solutions:

• Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
• Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
• Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
• Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
• Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
• Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
• Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
• Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
• Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
• Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
• Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
• Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
• Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.

Frequently Asked Questions