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Insightly vs Pipedrive: Which CRM is Better?

Table of Contents

Main Differences Between Insightly vs Pipedrive
Pipedrive and Insightly Similarities
What is Pipedrive?
What is Insightly?
Features of Pipedrive
CRM Features of Insightly
Pipedrive vs Insightly: Pricing
- Pipedrive Pricing
- Insightly Pricing
Customer Support
- Pipedrive
- Insightly
Pipedrive vs Insightly: Pros and Cons
Pipedrive vs Insightly Frequently Asked Questions
Pipedrive vs Insightly CRM Software: Conclusion

In our Pipedrive vs Insightly review, we’ll be looking at two great platforms to improve your customer relationship management.

CRM software is important, as it allows your sales team to stay organized. It allows you to have tasks, projects (project management), calendars, contacts, products, and communications in one place, which in itself is a valuable tool. They also use automation to save you time on otherwise repetitive, boring tasks.

TL;DR: Most companies should start with the easier to use and less cluttered Pipedrive CRM here. If you find yourself needing a more expansive project tracking features, upgrade to Insightly later.

Main Differences Between Insightly vs Pipedrive

The main differences between Insightly vs Pipedrive are:

Pipedrive has a very simple and visual platform, whereas Insightly is more cluttered.
Pipedrive doesn’t offer advanced contact information, whereas Insightly gathers information about contacts for you.
Pipedrive doesn’t have specific project tracking outside of sales, whereas Insightly does.
Pipedrive has very clear customer support numbers, whereas Insightly requires users to create an account before they can contact customer services.

Our Pick

Why I Prefer Pipedrive

Pipedrive has mastered the art of a CLEAN INTERFACE while still having DEEP FUNCTIONALITY. For a pure CRM, I personally went with Pipedrive here.

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The differences between the two platforms are small. Pipedrive is very clean and simple to use, with a low learning curve, but Insightly is more cluttered and takes longer to learn.

Insightly does have one main advantage over Pipedrive – it has more sophisticated contact tracking, allowing you to map networks between contacts and organization, giving you a clearer picture of each person, their position, and how they connect to others in your network. This is a valuable tool and could make the difference between you making deeper connections with your customers or clients.

A good CRM platform can make the difference between a sale being made, or a potential sale being lost or forgotten. Pipedrive and Insightly are two great examples of how the right software can improve your sales – but which one is better?

We’ll take a look at the main differences between the two, before going into each one in detail, so you can directly compare them to see if either of them are right for your business.

Pipedrive and Insightly Similarities

Pipedrive and Insightly have a lot in common:

They both offer communications tracking with calls made directly in the platform
They both allow sales automation for certain tasks to save time
They both allow sales to be tracked from the beginning through to completion
They both have a calendar management system
They both store contact information
They both allow you to assign tasks to team members
They both have a mobile app
They both have information to view on their knowledge base and blog

Pipedrive and Insightly are similar in a lot of ways, with some of the same tools and features as each other. We’ll take a look at each of them in more detail so you can see how they work.

What is Pipedrive?

Pipedrive is a sales pipeline tool that allows users to track their sales goals in an easy-to-manage way. Users can set up customizable pipelines, set actions, track progress, and assign tasks to team members. It is an intuitive and visual platform, with a minimal learning curve.

Used by over 90,000 sales teams worldwide, Pipedrive is a popular platform aimed at any sized sales teams to help them keep track of their goals but is particularly well suited for small-to-medium sized businesses.

What is Insightly?

Insightly describes itself as a ‘modern CRM platform.’ There are two main areas of Insightly – Marketing Automation and CRM Software. The CRM plan allows users to gather data about their customers, so sales teams can make informed decisions that are suited to each customers’ needs.

Insightly is used by over 1.5million users worldwide and is the most popular CRM for small to midsize businesses using Office 365.

Features of Pipedrive

Lead and Deal Management

The pipeline builder is easy to use. Using a drag-and-drop tool, you can create a highly customized pipeline using the features that your team will specifically need.

At a glance, you can see the health of your sales pipeline – areas that need improvement will be clearly emphasized so you can attend to them quickly. This is great for capturing sales that may have otherwise been lost. Deal probability calculates the probability of the deal being won, and it automatically notifies team members if a deal stays idle for a certain period of time.

You can find something quickly in a complex pipeline using the search tool, which is excellent for saving time. New team members can be added at any time, and you can assign tasks to them when necessary. It’s easy to add notes, information, activities, and contacts/organizations to each deal.

Another useful feature is the chatbot. This allows potential customers or clients to connect with your company without a member of the sales team having to respond manually, and it will even book meetings based on your sales team’s availability (this uses the calendar feature, which we’ll talk about in more detail later). You can also capture information using web forms.

The product catalog is another great tool for staying organized. Each product can contain as much information as you wish and can be linked to deals, clients, and contacts.

Communications Tracking

You can sync your work email address with Pipedrive, allowing you to send and receive emails from either your regular email provider or the Pipedrive intuitive interface.

They have live notifications when emails sent from Pipedrive are opened. Email templates can help to save time on future messages, and emails can be sent in batches.

You can make calls directly from Pipedrive. With hands-free calling, you can take notes as you go. Calls are automatically logged as a completed task in the sales pipeline when you use Pipedrive to make a call, and they can be recorded and downloaded as audio files.

The contact database is comprised of individuals and organizations. These can be added manually, imported from another CRM Software or a spreadsheet, or from Google or Microsoft contacts.

The calendar allows your sales team members to set their own individual availability and share that with other team members. This makes organizing the team much easier and allows the calendar to sync with the chatbot we mentioned earlier. The calendar syncs with Google, Outlook, and other calendar providers. It also allows users to schedule emails, calls, and meetings with the click of a button. You can even send reminders via email automatically.

Automation

Pipedrive offers some automation to help save time on certain tasks. These include:

Creating new deals when a new contact is added
Transferring ownership to different sales reps
Sending emails when deals are created
Creating new activities when a deal moves down the pipeline

Any automation can be set with custom triggers and desired outcomes – this helps to save time and energy on repetitive admin jobs.

Pipedrive has a virtual sales assistant. This gives you personalized tips based on the current stage of your pipelines, including tips on how to move forward and some ideas for automation.

Reporting

One of Pipedrive’s strengths is reporting. You can create clear and attractive charts that slow, at a glance, sales growth, and goals tracking. You can include as much detail as you like in these reports, and they can include activity reports and sales reports (these sync with the product catalog to make things easier).

They offer forecasting, too – this is based on the expected close date of deals, probability of currently open deals, and other factors. This is a powerful tool that will allow you to adjust your team’s direction based on what the likely outcome will be.

Mobile App

Pipedrive has a useful mobile app that is free to download (with a subscription plan) and allows you to access your inbox, schedule, contacts, calendar, and pipelines wherever you are. This is a fairly straightforward app that is intuitive to learn.

There’s also the App Marketplace. This allows you to customize your Pipedrive experience by installing third-party apps. These vary in price and include:

Accounting and Invoicing
Analytics
Bots and Messaging
Contacts and Calendar Sync
Customer Support
Data Management
Email Marketing Features
Integration Platforms
Lead Generation
Marketing Automation
Phone Solutions
Proposals and Contracts
Resource Management
Task Management
Web forms and Surveys

CRM Features of Insightly

Sales Opportunities and Projects (Project Management)

The Sales Opportunities allow a way of managing the sales process and potential leads. They can either be set up manually or automatically created when converting a qualified lead. Insightly can calculate the probability of winning.

The green bar along the top shows the steps taken (or yet to be taken). These include sales prospects, qualification, analysis, proposal, and negotiation. You can set the team member responsible for the opportunity, set the estimated value, and the forecasted close date.

Projects are tasks that have to be completed outside of sales. This can include anything from website management to event planning. It works in a similar way to sales opportunities in that you can choose who is responsible for the project and track each stage to completion. In one click, you can view the team members, organizations, and contacts linked to the project.

Each team member will have a ‘tasks’ tab. This allows them to set their own tasks or check the tasks set for them.

Communications/Customer Management

A key strength of Insightly is the customer management area.

The leads section displays potential customers or clients in one glance, including their name, position, company, and current status. Clicking on each lead brings up contact information and tasks to be completed (like ‘attempted contact’).

The contact section is detailed. You can view contact information, activities involving that contact, and even their local time and weather. You can also view their ‘network’ – this displays the opportunities, projects, and companies each contact is linked to. Organizations are displayed in the same way, with contact details, activities, and even news (sourced from Google News) about each company displayed in one easy-to-manage area.

Having this level of detail is great, as it gives you everything you need to know about each customer or organization without having to scramble around for information.

You can use the network for each contact or organization to understand how companies are structured and how people link together. It can help you to track ‘informal’ networks between contacts, and you can even save information from emails and other records.

You can make calls directly using Insightly Voice. You can record these calls and add them to contacts or organizations.