Pipedrive vs Insightly: Which Pipeline CRM Software Is Better for Startups in 2024?
Are you on the hunt for the perfect pipeline CRM system? Pipedrive CRM and Insightly CRM are two of the tools that will take your sales process to the next level!
What is a Pipeline CRM?
A sales pipeline CRM represents the visual representation of a lead’s steps and the entire sales process – from the first time it entered the system until the deal is closed. In other words, it serves as a roadmap, guiding sales teams through each stage of the sales journey, from initial contact to conversion.
A sales pipeline CRM software organizes your data in a dashboard where sales teams can monitor everything, depending on the platform’s capabilities. From the progress of all leads, conversion rates, number of leads converted, predicted revenue, and even the average length of a sales cycle.
So, now the question is: what pipeline CRM should I choose? Well, there are two big names in the sales and CRM world: Pipedrive and Insightly.
If you’re unsure which pipeline customer relationship management software is right for you, don’t worry! We get it. Nobody has the time to dig through their websites and compare the features. Except us! We have the time for that.
Read on to learn more about what is Pipedrive and what is Insightly, the difference between these two pipeline CRM software tools, and which one is right for you.
Pipedrive vs Insightly – At a Glance
Pipedrive and Insightly are both leading sales-focused CRM services and sales pipeline management tools that help businesses improve their workflows and monitor sales performance. Read more about Pipedrive and Insightly CRM and find out which fits you better.
What is Pipedrive?
Pipedrive is a cloud-based CRM solution that will let you keep your sales team on the right track. Pipedrive is one of the best sales pipeline management tools, and (as the name suggests) it focuses on… well, optimizing your sales pipeline CRM process. With the help of Pipedrive CRM software, you can manage leads more easily and automate all the processes your sales team needs. It’s highly affordable, easy to use, and customizable, and it’s a fantastic tool for startups and small companies to scale their businesses.
What is Insightly?
Insightly is a cloud-based CRM system and pipeline management solution that can help businesses collaborate from anywhere by streamlining the pipeline CRM workflow, tasks, and other processes. Whether it is the marketing team or the sales team, Insigthly offers colored (and pretty) charts with customizable dashboards so that they can access all the data they need.
Pipedrive vs Insightly – Feature Comparison
Pipedrive and Insightly are packed with complex and powerful features to help businesses take their operations to the next level. Here is a clear breakdown of the Pipedrive features and Insightly features.
Pipedrive Features:
- Sales Automation: Automate mundane and repetitive tasks and put your sales process on autopilot – from lead qualification to automated email delivery and other customer communications to help accelerate the sales workflow.
- Lead Management: Pipedrive’s lead management features allow businesses to access Lead Inbox, Chatbots, and Live Chat, monitor web visitors, import leads from spreadsheets, receive automatic notifications regarding your contacts, and create customizable web forms to share them with your community. This way, you can store and add color-coded customer labels to organize data much more efficiently – a process that can be automated in Pipedrive.
- Insights and Reports: Fully customizable reports and dashboards to track your deals, actual revenue and forecasting revenue, goals and performance reports, the stage of your contacts, and other custom metrics that you can add to your CRM report – all from real-time data. Even more so, you can get a visual representation of your contacts – from where they are located to specific demographics and even interests.
- Pipeline Management: Pipedrive’s primary view is our pipeline. Get a full view of the entire sales cycle and monitor the stage of all deals so that you can understand the buying journey and identify sales opportunities. Plus, you can automate your pipeline CRM process and put multiple sales tasks on autopilot.
- Emails and Communications: From sending and receiving emails from your work email right through your Pipedrive inbox to sending bulk emails, and creating email templates, and even email tracking, Pipedrive CRM software has integrated the entire email interactions process within the platform. And the best part? You can also call your contacts – right from Pipedrive CRM, with all the details in front of you.
- Workflow and Marketing Automation: With Pipedrive, you can automate most of your marketing and sales tasks, such as lead qualification and lead distribution, automated notifications, and create custom features with an open AI key.
- Reporting and Forecasting: Get access to the sales dashboard that provides you with an overview of business data – from activity metrics and stats about the number and value of deals to result metrics and an analysis of won and lost deals, along with a comparison of previous periods, and even predicted revenue and sales forecasting.
- Document Templates: Another helpful feature your sales team will benefit from is the ability to create sharable documents. Pipedrive CRM software offers a handful of templates to help you draft your documents faster and get everyone to sign your deals.
- Integrations: One of the appraisals of Pipedrive is that it’s packed with many integrations that help you optimize your sales process and automate tasks, such as JotForm to attract new leads, Mailchimp to automatically sync your contacts from your email marketing campaigns, PandaDoc and DocuSign for your contract management, and so many others. This way, you can have everything in one place.
Insightly Features:
- Pipeline and Lead Management: With Insightly CRM, lead data are automatically imported from various channels (website forms, meetings, and marketing campaigns) and introduced into the sales funnel with all the relevant information. This way, Insightly helps you focus on high-quality leads and take advantage of the details generated to convert them into customers much faster by monitoring the entire stage of each lead.
- Opportunity Management: Get insights on what’s working and what's not, detect potential deals, opportunities, and prospects, and increase the sales conversion rate. The advanced sales pipeline that Insightly has allows salespeople to visualize in detail the stages and complete specific actions to convert their leads.
- Workflow Automation: Automate repetitive and manual tasks and take your sales process to the next level with Insightly – from automated follow-ups, managerial approvals, automatic tasks updated for all deals, and so on.
- Products Resource and Quote Management: Create a complete and detailed list of your products and improve your opportunity management strategy. You can easily attribute the right product to the right opportunity at – as you might’ve guessed – the right price. Create deal velocity and configure quotes from deal records with quote pipelines that can be customized with your branded templates.
- Email Management: From sending and receiving emails from your work email right through your Pipedrive inbox to sending bulk emails, creating email templates, and even email tracking, Pipedrive has integrated the entire email interactions process within the platform. And the best part? You can also call your contacts from Insightly CRM, with all the details in front of you.
- Insights, Performance, and Reporting Dashboards: Create customizable dashboards and reports with the metrics that matter to you from real-time data and insights. From activity metrics and stats about the number and value of deals to result metrics, an analysis of won and lost deals, a comparison of previous periods, and even predicted revenue and sales forecasting.
- Integrations: One of the appraisals of Insightly is that it’s packed with 2000+ integrations that help you optimize your sales process and automate tasks. Whether you need a tool for HR, finance, customer service, marketing, or any part of your business – Insightly has you covered. This CRM solution is also integrated with Zapier, allowing your team to create custom integrations.
Pipedrive vs Insightly – Pricing Comparison
Both Pipedrive and Insightly have multiple pricing plans from which you can choose. Depending on your budget and the size and needs of your business, one of them might be a better option for you. So, let’s compare Pipedrive pricing to Insightly pricing.
Pipedrive Pricing Annually:
- Essential: €14 per user/month – manage simple sales processes with contact management and basic analytics
- Advanced: €29 per user/month – advanced sales tasks and simple automations and email communication
- Professional: €49 per user/month – advanced sales tasks with professional insights and customizations
- Power: €64 per user/month – professional CRM features for larger teams to enable collaboration
- Enterprise: €99 per user/month – unlimited access to CRM features
Insightly Pricing Annually:
- Free: Insightly CRM is free for up to two users
- Plus: $29 per user/month – automated and customized emails, marketing and customer service integration, pre-made sales dashboards
- Professional: $49 per user/month – lead assignment and automatic routing, outbound email scheduling, and custom layouts
- Enterprise: $99 per user/month – custom dashboards and apps, product and resource management, audit logging
Pipedrive vs Insightly Compared – Which Is Better?
Ease of Use
The best thing about Pipedrive and Insightly is that anyone can jump into the platforms and start right away without much training. This makes them perfect for startups, small businesses, or companies without extensive development teams.
Pipedrive’s appeal is related to its minimalist layout that incorporates essential features without overwhelming users. This is perfect for non-sales teams who want to get straight-to-the-point data without performing extra steps. Even more so, since Pipedrive CRM is an AI-based platform, salespeople do not need to spend time doing any work, making it a fantastic solution for those who want to get things done fast.
At the same time, Insightly has a user-friendly and intuitive left sidebar that helps sales teams switch between multiple screens easily. In fact, it takes about 15 minutes to navigate the entire platform and learn what each tab represents and how to use it. Plus, what’s great about Insightly CRM is that the first view of the dashboard is an overview of all your projects and results, making it easy to understand.
Features
Yes, both CRM platforms do some things right. But they focus on different aspects of business growth. While Insightly offers basic and general sales and CRM features, Pipedrive is more sales pipeline-based. For this reason, Insightly can be helpful for many mid-sized and large teams, while Pipedrive is more suitable for small companies or teams looking to automate their sales processes only.
Insightly allows sales teams to manage pipeline CRM management, lead tracking, opportunity management, resource management, sales workflow automation, email tracking, AI-powered insights, and reports dashboards. This, along with the other 2,000+ integrations, allows you to leverage a comprehensive suite of tools and features to streamline your sales processes and drive business growth. With Insightly, sales teams can effectively manage pipeline stages, track leads, and optimize resource allocation to maximize sales opportunities.
Pipedrive, similar to Insightly CRM, offers a range of essential features for effective sales management. However, unlike Insightly, it lacks built-in tools for lead generation. Yes, Pipedrive has features like logging and integration with lead generation apps, but they don’t create a complete lead generation solution. For this, you might need their add-on tool, LeadBooster. So, it makes sense why Pipedrive is perfect if you need sales pipeline management tools and not lead generation.
Integrations
The best thing about Pipedrive and Insightly is that they are both loaded with integrations.
Insightly is a complete CRM system. However, businesses can extend its features with integrations and third-party apps. From Asana to DocuSign, Microsoft Power BI, and 2000+ other business tools, Insightly can integrate other apps to have everything in one place. Although smaller, Pipedrive can also integrate with 400+ apps, including Zoom, Calendly, and even Zapier, to help you create custom integrations.
Automation
The secret to great customer relationship management is automating the sales process – or at least some steps. Luckily, both Pipedrive and Insightly have top-notch automation features that help sales teams close deals faster and easier.
Users love Insightly because of its seamless workflow automation – step by step. Now, sales teams can automate repetitive and manual tasks and take their sales process to the next level with Insightly – from automated follow-ups, managerial approvals, automatic tasks updated for all deals, etc.
For Pipedrive, you can automate most of your marketing and sales tasks, such as lead qualification and lead distribution, automated notifications, and create custom features with an open AI key. However, things are not as intuitive as for Insightly. Even more so, it’s important to note that you need a paid plan to set up automations.
Mobile App
As someone who is on the phone 99% of the time, having a mobile phone available is a must. Thankfully, both Pipedrive and Insightly have that, in addition to their native desktop apps.
You can access Insightly on the web or mobile as it is a cloud-based app. What’s cool about this CRM platform is that you can use your phone to take a photo of a business card, and the data will be automatically used to generate a lead into the Insightly mobile app. At the same time, the Pipedrive mobile app integrates with the Whatsapp app and other third-party applications.
So, Which One Is Better? Pipedrive or Insightly?
Finding the pipeline CRM software that fits your needs is vital for the success of your business. It should suit your needs and preferences, especially if you feel this tool will help you in the future.
Pipedrive and Insightly are the most popular pipeline CRM software tools nowadays. However, while Insighly is more suitable for small and mid-sized companies because of its generalized approach to features, Pipedrive is much better for companies that want to focus on automating and managing their sales pipeline.
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