Pipedrive vs Insightly

Both Insightly and Pipedrive are capable of carrying out their main function: automating the sales force to help your company track, manage and store each interaction with your customers in a single centralized record.

As a general rule, this type of software is implemented within commercial departments and seeks operational efficiency to drive sales. However, when comparing Insightly with Pipedrive, you will have noticed that one has more reviews and ratings than the other so it is clear that both, although they offer similar services, have some differences. If you want to know which of the two is better for you, then find it out here.

Pipedrive

Overview

With nearly 230,000 users, Pipedirve is the favorite CRM among small businesses thanks to its efficiency, simplicity, and affordable price.

Pipedrive organizes leads so that you always have a complete view of the entire sales funnel of your company or department allowing you to quickly focus on the prospects with the highest probability of closing deals.

In addition, Pipedrive CRM maintains a history of each interaction with the customer, prioritizing the next steps in a task manager so that you never get lost. The entire tool is designed to help commercial teams to close more contracts and keep the focus on what your commercials do best: sell.

Evaluation and Assessment

Overall score: 4.6 / 5
Positive reviews: 93%
98% of users recommend it to a friend
Deployment: Cloud
Best for: Small and Medium Businesses. From 1 to 50 users.
User Price: From US $12.50 per month per user
Markets: Europe, Asia, Australia, Brazil, Canada, China, Germany, India, Japan, Latin America, Mexico, Middle East and Africa, United Kingdom, United States
Supported languages: English, Spanish, Dutch, Finnish, French, German, Italian, Norwegian, Polish, Portuguese, Russian, Turkish

Features

API
Activity board
Activity tracking
Automatic notifications
Reports and statistics
Calendar management
Contact database
Custom Fields
Customizable reports
Automatic reminders
CRM integration
Customizable templates
Email integration
Data import
Mobile integration
Data export
Third party integration
Task management
Task scheduling
Template management
To do list
Visual analytics
Sales reports
Sales tracking
Search functionality

And much more.

Pipedrive has certainly achieved what it set out to do and promises with its CRM. Being a cloud-based sales management software that focuses on getting more sales in less time for your organization. Forgetting almost completely about the administration, configuration, and tuning part of the tool. Something that is very much appreciated today. Especially in small and medium-sized companies where there is always a lack of time for everything. However, this service also has some downside:

Pros

Very easy to configure.
Excellent user interface and UX.
Great usability
Competitive price
It works on mobile devices.
Visual sales funnel
Drag and Drop Features
Visible customer file
Integration with G-suite
Oriented to Lead Generation
Flexible and customizable
Visual, simple and efficient reports
Free trial

Cons

Limited reporting interface
The mobile app doesn’t always sync
Necessary adaptation period
Absence of internal email platform
Support limited to office hours
Limited and non-customizable reports

All users agree that Pipedrive CRM is extremely easy to use. Even for the less technologically advanced people. The truth is that everything is designed to make usability the most important part of this tool. In this way, just import the old contacts from your previous CRM or spreadsheet to get to work from minute one without problems.

Plans, Prices and Conditions

This cloud CRM program offers different plans and prices for small and medium businesses.

In total they offer up to 4 different plans according to your needs:

Essential: US$12.50 per month per user.
Advanced: US$24.90 per month per user.
Professional: US$49.90 per month per user.
Enterprise: US$99.00 per month per use.

All plans are paid monthly or annually with a discount per user.

Although they do not offer free versions, you have a 30-day free-of-charge trial to try any of the 4 plans. However, there is a limit of users. And it is that to obtain more than 50 users in an account you will have to contact them directly.

Insightly

Overview

This service has more than 1.5 million users and about 25,000 companies around the world. This makes it the most popular CRM software among G-suite users.

Furthermore, Insightly is a leading CRM software. Businesses use it to manage contacts at every stage of the sales process, track customer relationships, monitor their sales channel, and accelerate sales.

It is specially designed for the user and has hardly any learning curves, facilitating its start-up from the first minute in your company. It does not require installation or specific hardware.

Although it is available for any type of company, the best results of this software have been achieved in small and medium-sized organizations.

Evaluation and Assessment

Overall score: 3.9 / 5
Positive reviews: 75%
88% recommend it to a friend
Deployment: Cloud
Best for: Small and Medium Businesses. From 2 to 200 users.
User Price: From US $29 per month per user
Markets: Europe, Asia, Australia, Canada, China, Germany, India, Japan, Latin America, Middle East and Africa, United Kingdom, United States.
Supported languages: English, Spanish, French, and Portuguese.

Features

API
Activity board
Automatic notifications
Automatic reminders
CRM integration
Contact database
Custom Fields
Customizable branding
Customizable reports
Customizable templates
Data import / export
Third party integration
Email integration
Calendar management
Mobile integration
Reports and statistics
Social media integration
Contact management
Tags and keywords
Automatic notifications
Automatic reminders
Email tracking
Data filtering
Document storage
File management

And many more.

Most of the users who have tried the Insightly CRM stand out: how easy it is to handle, the great amount of time it saves and the complete Onboarding process with videos, tutorials and support to master the tool like a professional. What makes it a robust, flexible and efficient software. However, everyone agrees that the price of the higher version can be somewhat expensive for companies.

Pros

Integrated with G-suite.
Easy to use.
Low learning curve.
Flexible options and plans.
Affordable price.
Unlimited storage.
Intuitive.
Powerful and intuitive CRM system.
Nice interface.
Good mobile app.
Incredible reports and analysis.
Powerful and diverse features.
First-class customer relationship and task management.
Free option.

Cons

Insufficient support service
You cannot export / import event data.
Slow when executing some tasks
Does not include Integration with social networks.
Too many sections can be confusing at times
Applying filters is tedious
Does not allow linking files to tasks
Not automatically saved when creating leads, tasks, projects
Really very poor user interface, perhaps the worst of all.
Little customizable.
Few additional functions.

In short, Insightly is a powerful, easy-to-use CRM software that integrates natively with G-suite, being especially useful for SMEs. It acts as a project manager where all the tasks are arranged by workflows so as not to lose track of what is discussed with each client. It also facilitates the construction of long-term relationships with your clients and control of the activity of the commercial team.

Plans, Prices and Conditions

There are up to 4 subscription plans to use Insightly that are tailored to the specific needs of your business.

Free: totally free for 2 users but with limited functionalities.
Plus: $ 29 per month per user.
Professional: $ 49 per month per user.
Enterprise: $ 99 per month per user.

All plans are paid annually.

Conclusion

Pipedrive is a sales channel management solution that stands out for its ease of use for users and speed of implementation, while Insightly’s strong point is its native integration with G-Suite.

For many users, when it comes to quality/price, Pipedrive is the ‘winner’ and in terms of usability and functionalities, both Pipedrive and Insightly are very good. On the other hand, it is possible that Insightly is the ‘winner’ in terms of the number of users or employees for which it is designed since it is for up to 200 users while Pipedrive is designed for 50 users.

For this reason, it is not possible to decide which of the two services is better because that is a very personal opinion depending on what you or your company needs, so opinions are very relative. Both services coincide to some extent in offering the same features but differ in others and that affects the price. For this reason, some users start using one service and then over time, they switch to the other one to test both to get a better opinion.