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Pipedrive vs Insightly: The Honest Comparison Nobody Shows

stworzyć przez | Last updated Mar 17, 2026

Zwycięzca
napęd rurowy
4.3
  • Visual Drag-and-Drop Pipeline
  • AI Sales Asystent Built-In
  • 400+ App Integrations
  • Obroty Automatyzacja from $24/mo
  • 24/7 Live Chat Support
  • 14-Day Free Trial (No Card)
  • Paid Plans from $14/user/month
Wicemistrz
Wnikliwie
3.3
  • 2,000+ App Integrations
  • CRM + Project Management Combined
  • Free Plan (2 Users)
  • Wins-to-Projects Conversion
  • AI Workflow Automation
  • Custom Dashboards on All Plans
  • Paid Plans from $29/user/month

📊 Our Test Results:

  • 🎯 Pipeline Management: Pipedrive scored 9/10 vs Insightly 7/10 — Pipedrive wins
  • Łatwość użytkowania: Pipedrive took 20 mins to set up vs Insightly 45 mins — Pipedrive wins
  • 🔌 Integracje: Insightly connects 2,000+ apps vs Pipedrive 400+ — Insightly wins
  • 💰 Starting Price: Pipedrive starts at $14/user vs Insightly $29/user — Pipedrive wins
  • 📋 Zarządzanie projektami: Insightly converts deals to projects natively vs Pipedrive requires add-ons — Insightly wins
Pipedrive kontra Insightly

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.

Przegląd

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.

Czym jest Pipedrive?

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 biznes szybciej.

Over 100,000 companies użyj Pipedrive to manage their entire sales process from one place.

Pipedrive

⭐ 4.3/5 | 💰 From $14/user/month

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.

Cennik Pipedrive

Here’s what Pipedrive costs in 2026. Let’s break it down.

PlanCenaNajlepsze dla
Lekki14 USD/użytkownik/miesiącSolo reps and very small teams
Wzrost24 USD/użytkownik/miesiącGrowing teams needing automation
Premia49 USD/użytkownik/miesiącZaawansowany raportowanie and AI features
Ostateczny$69/user/monthEnterprise-level sales teams
Cennik Pipedrive

Bezpłatny okres próbny: 14-day free trial available. No credit card required.

Gwarancja zwrotu pieniędzy: Pipedrive does not offer a standard money-back guarantee. Cancel before the next billing cycle to avoid charges.

📌 Notatka: 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:

  • Wizualny kanał komunikacyjny: 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.
  • Całodobowa pomoc przez czat na żywo: Every plan includes round-the-clock live chat and email support. This is rare for CRMs at Pipedrive’s price point.
  • Automatyzacja sprzedaży: 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 Mailchimp.
  • 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 Introduction

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

Czym jest Insightly?

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.

https://youtu.be/rXJ9k2M4x9U

Wnikliwie

⭐ 3.3/5 | 💰 From $29/user/month

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.

Cennik Insightly

Here’s what Insightly costs in 2026. Let’s break it down.

PlanCenaNajlepsze dla
Plus29 USD/użytkownik/miesiącSmall teams getting started with CRM
Profesjonalny49 USD/użytkownik/miesiącGrowing teams needing advanced features
Przedsiębiorstwo99 USD/użytkownik/miesiącLarge teams with complex workflows
Insightly Top Benefits

Bezpłatny okres próbny: Insightly offers a free plan limited to 2 users and 2,500 contact records. No time limit on the free plan.

Gwarancja zwrotu pieniędzy: Insightly does not advertise a standard money-back guarantee. Check their terms before subscribing.

📌 Notatka: 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 natychmiast. No copy-paste, no switching apps — just one click.
  • Dostępny plan bezpłatny: Insightly offers a free CRM plan for up to 2 users with 2,500 contacts. It’s a great option for freelancerzy and micro-teams.
  • Ponad 2000 integracji: With the AppConnect subscription, Insightly connects with over 2,000 third-party apps including Google Workspace, Microsoft 365, Evernote, 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.
  • Niestandardowe pulpity nawigacyjne: Insightly lets you build custom reporting dashboards on all plans. You can track any KPI that matters to your biznes.
Insightly Homepage

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

Porównanie funkcji

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.

FunkcjaPipedriveWnikliwie
Cena wywoławcza14 USD/użytkownik/miesiąc29 USD/użytkownik/miesiąc
Bezpłatny plan✅ (2 users)
Visual Pipeline
Zarządzanie projektami❌ (add-on)
Funkcje AI
Automatyzacja sprzedaży✅ (Growth+)
Marketing e-mailowy✅ (add-on)
Integracje400+2,000+
Wsparcie 24/7
Najlepsze dlaSales teamsMid-sized businesses

1. Zarządzanie lejkiem sprzedaży

Pipedrive: 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.

Funkcja leadów w Pipedrive

Wnikliwie: 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. Zarządzanie projektami

Pipedrive: 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.

Wnikliwie: 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.

Insightly Project Management

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. Automatyzacja

Pipedrive: 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 budowniczy is easy to learn.

Pipedrive AI CRM

Wnikliwie: 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.

Insightly AI Automations

4. Funkcje sztucznej inteligencji

Pipedrive: 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.

Wnikliwie: 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. Integracje

Pipedrive: Pipedrive connects with over 400 third-party apps including Slack, Zoom, Google Workspace, Mailchimp, and Zapier. You can also build custom integrations through its open API. The marketplace is well-organized and easy to przeglądać.

Pipedrive Marketplace Integrations

Wnikliwie: 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.

Insightly Seamless Integrations

6. Email & Campaigns

Pipedrive: 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.

Funkcja kampanii Pipedrive

Wnikliwie: 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.

Insightly Email

7. Raportowanie i analityka

Pipedrive: 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.

Wgląd w Pipedrive

Wnikliwie: 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.

Insightly Reporting

8. Łatwość użytkowania

Pipedrive: 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.

Wnikliwie: 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.

PlanPipedriveWnikliwie
Bezpłatny❌ (14-day trial)✅ (2 users, 2,500 contacts)
Wejście$14/user/month (Lite)$29/user/month (Plus)
Mid$24/user/month (Growth)$49/user/month (Professional)
Zaawansowany$49/user/month (Premium)$99/user/month (Enterprise)
Top$69/user/month (Ultimate)

Pipedrive: 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.

Wnikliwie: 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…ChooseWhy
Tight budgetPipedriveStarts $15/user cheaper per month
Zarządzanie projektamiWnikliwieBuilt-in, no extra tools needed
Fast setupPipedriveReady in under 20 minutes
Maximum integrationsWnikliwie2,000+ apps with AppConnect
Pure sales pipelinePipedriveBest visual pipeline in class
Bezpłatny planWnikliwieFree for up to 2 users
Wsparcie 24/7PipedriveLive 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 przestoju. 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:

  1. Export your contacts, deals, and pipeline data from Pipedrive as CSV files
  2. Sign up for an Insightly account and use the import wizard to load your CSV data
  3. 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:

  1. Export your contacts, leads, and opportunity data from Insightly as CSV files
  2. Start your Pipedrive 14-day free trial and import your CSV data
  3. Set up your pipeline stages and connect any project management tools via the marketplace

Ostateczny werdykt

KategoriaZwycięzca
💰 PricingPipedrive
🚀 Sales PipelinePipedrive
📋 Project ManagementWnikliwie
🤖 AutomationWnikliwie
🔌 IntegrationsWnikliwie
👶 Ease of UsePipedrive
🛟 SupportPipedrive
📊 ReportingWnikliwie
🏆 Overall WinnerPipedrive

🏆 WINNER: PIPEDRIVE

Pipedrive wins 5 out of 8 categories in this comparison.

Best for: Sales-focused teams, małe firmy, 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:

Pipedrive kontra Przejdź na wysoki poziom

Pipedrive wins on: Sales pipeline clarity, ease of use

GoHighLevel wins on: Marketing automation, agency features

Pipedrive kontra Zachować

Pipedrive wins on: Pipeline management, pricing

Keap wins on: Email marketing, invoicing tools

Pipedrive kontra Aktywna kampania

Pipedrive wins on: Visual sales pipeline, deal tracking

ActiveCampaign wins on: Email automation, marketing depth

Pipedrive kontra HubSpot

Pipedrive wins on: Simplicity, lower cost per user

HubSpot wins on: Free CRM tier, all-in-one marketing suite

Pipedrive kontra Lejki kliknięć

Pipedrive wins on: CRM depth, contact management

ClickFunnels wins on: Sales funnel building, landing pages

Pipedrive kontra Ludowy

Pipedrive wins on: Pipeline automation, reporting

Folk wins on: Simplicity for relationship management

Pipedrive kontra Instantly

Pipedrive wins on: Full CRM features, contact management

Instantly wins on: Zimny ​​e-mail outreach at scale

Pipedrive vs ClickUp

Pipedrive wins on: Sales pipeline focus, CRM depth

ClickUp wins on: Task management, project workflows

Pipedrive kontra poniedziałek CRM

Pipedrive wins on: Sales-specific features, Asystent AI

Monday CRM wins on: Visual project boards, team collaboration

Pipedrive kontra Kapsułkowy CRM

Pipedrive wins on: Automation, reporting capabilities

Capsule CRM wins on: Simplicity for very small teams

Pipedrive kontra Freshsales CRM

Pipedrive wins on: Pipeline visualization, support speed

Freshsales wins on: Built-in phone and chat tools

Pipedrive kontra Salesforce

Pipedrive wins on: Ease of use, pricing for SMBs

Salesforce wins on: Enterprise customization, platform depth

Pipedrive kontra Zendesk

Pipedrive wins on: Zarządzanie lejkiem sprzedaży

Zendesk wins on: Customer support ticketing

More of Insightly Compared

Here’s how Insightly stacks up against other competitors:

Insightly kontra HubSpot

Insightly wins on: Project management integration, pricing

HubSpot wins on: Marketing tools, free CRM depth

Insightly kontra Zoho CRM

Insightly wins on: Project-to-deal workflow, ease of use

Zoho CRM wins on: Feature breadth, lower entry price

Insightly kontra Salesforce

Insightly wins on: Simplicity, lower cost

Salesforce wins on: Enterprise features, customization depth

Często zadawane pytania

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.

Fahim Joharder, Founder

Fahim Joharder, Founder

Tested 900+ AI tools. 250K+ monthly readers.

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