⚡ Nhận định nhanh:
- Chạy: Pipedrive starts at $14/user/month. Insightly starts at $29/user/month.
- Phù hợp nhất cho: Pipedrive for sales teams tracking deals. Insightly for teams that need project management after the deal closes.
- Điểm khác biệt chính: Pipedrive gives unlimited contact records. Insightly caps contact storage by plan tier.
- Lựa chọn của chúng tôi: 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.
Toàn cảnh
This Pipedrive vs Insightly comparison covers pricing, key features, tự động hóa, and support.
We also break down who each CRM tool works best for.
Của chúng tôi nhà văn 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.
Pipedrive là gì?
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.
🏆 Nhà vô địch: Pipedrive
The simplest way to see every deal in one screen. Pipedrive suits doanh nghiệp nhỏ that want a CRM their reps will actually open daily.
Bảng giá Pipedrive
Pipedrive pricing runs across four paid tiers. There is no free plan.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Lite | 14 đô la/người dùng/tháng | Solo sellers tracking deal stages |
| Sự phát triển | 24 đô la/người dùng/tháng | Small teams adding email templates |
| Phần thưởng | 49 đô la/người dùng/tháng | Các nhóm cần tự động hóa quy trình làm việc |
| Tối thượng | 69 đô la/người dùng/tháng | Larger teams wanting custom dashboards |
Pricing verified September 2026.
Dùng thử miễn phí: 14 days on all plans, no card needed to start.
Đảm bảo hoàn tiền: No blanket refund window. You cancel before renewal instead.
📌 Ghi chú: Every tier includes unlimited contact records. That matters if your crm data grows fast and you do not want storage caps.
⚠️ Cảnh báo: 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.
Những lợi ích chính của Pipedrive
Here is what makes Pipedrive worth a look:
- Quản lý quy trình trực quan: Customise pipeline stages and deal probabilities to match your sales cycle. Nothing is locked.
- Trợ lý bán hàng AI: 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.
- Liên hệ không giới hạn: Contact management has no record ceiling on any plan.
- Hỗ trợ 24/7: 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.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của Pipedrive
✅ Ưu điểm
- 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
❌ Nhược điểm
- Add-on tax on essential features like LeadBooster
- Standard support can be slow or unhelpful
- Không có gói miễn phí, chỉ có bản dùng thử 14 ngày.
- Around 400 integrations, fewer than Insightly
Insightly là gì?
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.
Định giá Insightly
Insightly offers three paid tiers. Prices are per user, per month.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Teams starting with CRM and projects |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Workflow automation and customizable dashboards |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Complex tech stack and deep customization options |
Pricing verified September 2026.
Dùng thử miễn phí: Yes, and the trial loads dummy data so you learn the interface faster.
Đảm bảo hoàn tiền: Not published. Plans are billed annually per seat.
📌 Ghi chú: 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.
⚠️ Cảnh báo: 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.
Những lợi ích chính của 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.
- Công cụ tạo báo cáo tùy chỉnh: 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.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- 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
❌ Nhược điểm
- 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
So sánh tính năng
Insightly and Pipedrive share plenty of the same features on paper. The differences show up in how deep each one goes.
| Tính năng | Truyền động đường ống | Sâu sắc |
|---|---|---|
| Giá khởi điểm | 14 đô la/người dùng/tháng | 29 đô la/người dùng/tháng |
| Số liên lạc không giới hạn | ✅ | ❌ |
| Quản lý dự án | ✅ (cơ bản) | ✅ (đầy đủ) |
| Tự động hóa tiếp thị | ✅ (phần bổ sung) | ✅ (được tích hợp sẵn) |
| Loading... | ❌ | ✅ |
| Trợ lý bán hàng AI | ✅ | ❌ |
| Offline Mobile App | ✅ | ❌ |
| Tích hợp | 400+ | 2,000+ |
| 24/7 Standard Support | ✅ | ❌ |
| Tốt nhất cho | Sales teams closing deals | Teams delivering projects |
1. Quản lý khách hàng tiềm năng
Pipedrive: A separate Leads Hộp thư đến 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.
Thông minh: 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
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.
Thông minh: 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. Quản lý dự án
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.
Thông minh: 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
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.
Thông minh: 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
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.
Thông minh: 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. Tự động hóa quy trình làm việc và Trí tuệ nhân tạo
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.
Thông minh: 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 thợ xây, so the learning curve is similar.
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.
Thông minh: 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. Tích hợp và Chợ ứng dụng
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.
Thông minh: 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.
⚠️ Cảnh báo: 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.
Thông minh: 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. Định giá & Chi phí
Here are both price lists side by side.
| Cấp độ | Truyền động đường ống | Sâu sắc |
|---|---|---|
| Lối vào | Lite — 14 đô la/người dùng/tháng | Thêm nữa — $29/người dùng/tháng |
| Giữa | Tăng trưởng — 24 đô la/người dùng/tháng | Chuyên nghiệp — 49 đô la/người dùng/tháng |
| Trên | Gói Premium — 49 đô la/người dùng/tháng | Phiên bản doanh nghiệp — 99 đô la/người dùng/tháng |
| Đứng đầu | Phiên bản cao cấp nhất — 69 đô la/người dùng/tháng | — |
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.
Thông minh: 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | Truyền động đường ống | Half the entry price per seat |
| Delivery after the sale | Sâu sắc | Real project management built in |
| Fast rep adoption | Truyền động đường ống | Simple drag-and-drop pipeline |
| Báo cáo chuyên sâu | Sâu sắc | Custom report builder |
| Unlimited contact storage | Truyền động đường ống | No record caps on any plan |
| Thư viện tích hợp rộng rãi | Sâu sắc | Hơn 2.000 ứng dụng thông qua AppConnect |
💰 Ngân sách của bạn
Pipedrive starts at $14 per seat, Insightly at $29. Add ons close that gap fast, so price the exact bundle you need.
🔌 Bộ công nghệ của bạn
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.
📈 Quy trình bán hàng của bạn
If the job ends at closed-won, Pipedrive is the tighter fit. If closed-won starts a project, Insightly saves you a second tool.
🎓 Trình độ kinh nghiệm của bạn
Both are user-friendly and most teams adapt quickly. Sales professionals with no CRM background will be faster in Pipedrive.
🆓 Dùng thử và bản demo miễn phí
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.
🛟 Các tùy chọn hỗ trợ
Pipedrive includes 24/7 live chat and email on all plans. Insightly leans on email and forums unless you buy premium support.
Hướng dẫn chuyển đổi
Already on one of them? Here is what changes when you move.
🔄 Bạn đang chuyển từ Pipedrive sang Insightly?
✅ Những lợi ích bạn sẽ nhận được:
- Full project management after the deal closes
- Custom report builder for detailed analytics
- Access to over 2,000 integrations
❌ Những gì bạn sẽ mất:
- Unlimited contact records
- The AI Sales Assistant
- 24/7 support on the base plan
📋 Cách chuyển đổi:
- 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
🔄 Bạn đang chuyển từ Insightly sang Pipedrive?
✅ Những lợi ích bạn sẽ nhận được:
- A cheaper entry plan at $14 per user
- No contact storage limits
- Faster onboarding for a new sales team
❌ Những gì bạn sẽ mất:
- Deep project management tools
- Built-in marketing campaigns
- The 2,000-app integration library
📋 Cách chuyển đổi:
- 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
Những điều mà bài đánh giá của chúng tôi chưa đề cập
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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | Truyền động đường ống |
| 🚀 Quản lý đường ống | Truyền động đường ống |
| 📋 Quản lý dự án | Sâu sắc |
| 📊 Báo cáo | Sâu sắc |
| 👶 Dễ sử dụng | Truyền động đường ống |
| 🔌 Tích hợp | Sâu sắc |
| 🛟 Hỗ trợ | Truyền động đường ống |
| 🏆 Người chiến thắng chung cuộc | Truyền động đường ống |
🏆 NGƯỜI CHIẾN THẮNG: PIPEDRIVE
Pipedrive wins 4 of 7 categories and holds the higher rating at 4.3.
Phù hợp nhất cho: 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.
So sánh thêm về Pipedrive
Here is how Pipedrive CRM stacks up against other names on your shortlist:
Pipedrive thắng nhờ: lower entry price, faster setup for a small sales team, no contact caps
HubSpot thắng nhờ: a genuinely free tier, deeper marketing automation, stronger content tooling
Pipedrive so với Salesforce
Pipedrive thắng nhờ: setup time measured in hours, predictable seat pricing, no admin hire needed
Salesforce thắng thế nhờ: customisation depth, large-org reporting, a huge partner network for niche builds
Pipedrive thắng nhờ: sales-specific views, deal forecasting, 24/7 support on all tiers
CRM thắng lớn vào thứ Hai nhờ: flexible board layouts, cross-team work tracking, visual project boards
Pipedrive so với Keap
Pipedrive thắng nhờ: cheaper seats, cleaner pipeline view, easier reporting for new users
Keap thắng nhờ: bundled email and SMS follow-up, e-commerce features, done-for-you campaign templates
So sánh chi tiết hơn với Insightly
And here is Insightly vs the alternatives buyers usually shortlist beside it:
Insightly thắng nhờ: native project delivery, custom report builder, per-seat cost at the top tier
HubSpot thắng nhờ: free starting tier, easier email campaign builder, larger training library
Insightly thắng nhờ: tighter CRM-to-project handoff, cleaner interface, guided onboarding option
Zoho CRM vượt trội ở các điểm sau: much lower seat price, bundled office apps, more built-in customisation at entry level
Insightly thắng nhờ: shorter rollout, projects included as standard, simpler admin for a small ops team
Salesforce thắng thế nhờ: scale, third-party app depth, granular permission control
Câu hỏi thường gặp
Còn giải pháp nào tốt hơn 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.
Insightly có ích gì?
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 có thể được sử dụng như một hệ thống CRM không?
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 có phải là phần mềm dựa trên nền tảng đám mây không?
Yes. It runs in the browser with no server to maintain. Insightly’s mobile app covers records on the road, and data syncs across thiết bị Tự động.
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.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 