Link copied to clipboard # Insightly CRM vs Pipedrive Comparison - What are their main differences? Share [ Export ](/compare/insightly-crm/pipedrive/export.csv) Insightly CRMPipedrive[+ Add Product](#) Pricing **Insightly CRM** Free Trial **$29** / user, per month (billed annually) · Plus **Pipedrive** Free Trial **$24.00** 1 Seats Per Month · Lite **Pricing Insights** from reviews Time to Implement **Insightly CRM** 1 month Based on 207 responses **Pipedrive** 1 month Based on 690 responses Return on Investment **Insightly CRM** 11 months Based on 154 responses **Pipedrive** 8 months3 months sooner Based on 624 responses Perceived Cost **Insightly CRM** $$$$$ **Pipedrive** $$$$$ Average Discount **Insightly CRM** 9% **Pipedrive** 9% ![Insightly CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Insightly CRM") ![Pipedrive](https://images.g2crowd.com/uploads/product/hd_favicon/4012f2359ca0b1f88b2455f83adaa4ef/pipedrive.svg "Pipedrive") G2 offers free advice on this comparison. Chat with an expert How would you like to receive Software Advice? ![](/assets/advisor_router/laptop_form-f1a7012279826105416befde8d882ffc7589b1f9db09c93a1379d601cafe8e0d.svg) FormAnswer questions at your own pace, no call required. ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg) AI AgentChat live and get a recommendation in minutes. ![](/assets/advisor_router/phone_call_picker-c48821ec36f4182d8ee3e54cfbd3937500eec54d7b7e0cfb80dc80a8a733842f.svg) Phone CallTalk it through live with a software advisor. **Pros & Cons** from reviews **Insightly CRM** [ Ease of Use (28) ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564738&qs=pros-and-cons#reviews)[ Easy Customization (11) ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564723&qs=pros-and-cons#reviews)[ Learning Curve (9) ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564351&qs=pros-and-cons#reviews)[ Limited Customization (7) ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564006&qs=pros-and-cons#reviews) **Pipedrive** [ Ease of Use (574) ](https://www.g2.com/products/pipedrive/reviews?filters%5Bsentiment_snippet%5D=1189493&qs=pros-and-cons#reviews)[ Intuitive (274) ](https://www.g2.com/products/pipedrive/reviews?filters%5Bsentiment_snippet%5D=1189083&qs=pros-and-cons#reviews)[ Missing Features (230) ](https://www.g2.com/products/pipedrive/reviews?filters%5Bsentiment_snippet%5D=1185837&qs=pros-and-cons#reviews)[ Limited Features (151) ](https://www.g2.com/products/pipedrive/reviews?filters%5Bsentiment_snippet%5D=1184821&qs=pros-and-cons#reviews) Integrations **Insightly CRM** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_03f4c2e785b8fc7c8fb27969776e8cfc/engage-by-cloudresearch.png "Product Avatar Image") Engage by CloudResearch ](https://www.g2.com/products/engage-by-cloudresearch/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e6691c2017a7f50824d2f1f0375bdbd8/harvest.png "Product Avatar Image") Harvest ](https://www.g2.com/products/harvest/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8e123398655ea08944802dc11fbc74e6/intuit-mailchimp-email-marketing.png "Product Avatar Image") Intuit Mailchimp Email... ](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_69054bc7d40597b06fc3905720ccc914/microsoft-outlook.png "Product Avatar Image") Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ View all ](https://www.g2.com/products/insightly-crm/integrations) **Pipedrive** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f701c2bc8e8128a9090458644727a7a4/3cx.jpg "Product Avatar Image") 3CX ](https://www.g2.com/products/3cx/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_50828ef2b93af30b29edd9061533c3b9/activecampaign.jpg "Product Avatar Image") ActiveCampaign ](https://www.g2.com/products/activecampaign/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_da24ab8969ae1c7989ab7867d0dd2142/aircall.png "Product Avatar Image") Aircall ](https://www.g2.com/products/aircall/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d9aa9453f7d48c46fdc9064f3c2648cf/amplemarket.png "Product Avatar Image") Amplemarket ](https://www.g2.com/products/amplemarket/reviews)[ View all ](https://www.g2.com/products/pipedrive/integrations) Screenshots **Insightly CRM** ![Insightly CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/100041/Insightly-dashboard-2020.png) **Pipedrive** ![Pipedrive screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1402369/Pipeline-view-1327x718.png) **Ratings** from reviews Meets Requirements **Insightly CRM** 8.2 8.2803 **Pipedrive** 8.5 8.52,808 Ease of Use **Insightly CRM** 8.4 8.4808 **Pipedrive** 8.7 8.74,462 Ease of Setup **Insightly CRM** 8.3 8.3364 **Pipedrive** 8.7 8.71,863 Ease of Admin **Insightly CRM** 8.5 8.5338 **Pipedrive** 8.6 8.61,062 Quality of Support **Insightly CRM** 8.0 8.0686 **Pipedrive** 8.4 8.42,416 Has the product been a good partner in doing business? **Insightly CRM** 8.5 8.5322 **Pipedrive** 8.7 8.71,029 Product Direction (% positive) **Insightly CRM** 8.0 8.0775 **Pipedrive** 8.8 8.82,664 **Features** ratings from reviews CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);) 7.8 737 7.5 2,551 Sales Force Automation Contact & Account Management 8.5(tied score) 630 | Verified 8.5(tied score) 2131 | Verified Opportunity & Pipeline Mgmt. 8.3 601 | Verified 8.9(won by 0.6) 2224 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Task / Activity Management 8.1 628 | Verified 8.6(won by 0.5) 2187 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Territory & Quota Management 7.5 348 | Verified 7.7(won by 0.2) 1624 | Verified Desktop Integration 8.0 451 | Verified 8.3(won by 0.3) 1152 | Verified Product & Price List Management 7.5 337 | Verified 7.7(won by 0.2) 1625 | Verified Quote & Order Management 7.6 347 | Verified 7.7(won by 0.1) 1581 Customer Contract Management 8.0(won by 0.2) 422 | Verified 7.8 1683 Contract/License Management Not enough data 4.0(won by default) 5 Partner Relationship Mgmt. (PRM) Feature Not Available Feature Not Available Marketing Automation Email Marketing 7.6(won by 0.1) 405 | Verified 7.5 1538 | Verified Lead Management 8.1 523 | Verified 8.5(won by 0.4) 1907 | Verified Marketing ROI Analytics 7.5(tied score) 338 | Verified 7.5(tied score) 1454 | Verified Campaign Management Feature Not Available 7.5(won by default) 1508 | Verified Email Management Not enough data 6.4(won by default) 13 Deal Management Not enough data 9.1(won by default) 15 File Management Not enough data Not enough data Customer Support Case Management 7.8 393 7.9(won by 0.1) 1012 Customer Support Portal 7.8(tied score) 399 7.8(tied score) 990 Knowledge Base 7.9 460 8.0(won by 0.1) 1022 Call Center Features 7.6(won by 0.1) 324 | Verified 7.5 1478 Support Analytics 7.8(won by 0.1) 360 7.7 961 Workflow Management Not enough data 6.0(won by default) 5 Sales Pipeline Management Not enough data 8.9(won by default) 19 Reporting/Analytics Not enough data 5.4(won by default) 13 Calendar Management Not enough data 1.7(won by default) 6 Pipeline Management Not enough data 9.0(won by default) 20 Opportunity Management Not enough data Not enough data Content Management Not enough data Not enough data Communication Management Not enough data Not enough data Visual Analytics Not enough data Not enough data Template Management Not enough data Not enough data Predictive Analytics Not enough data Not enough data Document Management Not enough data Not enough data Channel Management Not enough data Not enough data Commission Management Not enough data Not enough data Field Sales Management Not enough data Not enough data Reporting & Analytics Reporting 7.9 530 | Verified 8.0(won by 0.1) 1903 | Verified Dashboards 7.9 553 | Verified 8.3(won by 0.4) 1979 | Verified Forecasting 7.6 386 | Verified 7.9(won by 0.3) 1729 | Verified Mobile & Social Mobile User Support 7.8 415 | Verified 7.9(won by 0.1) 1600 | Verified Social Collaboration Features 7.8(won by 0.2) 355 | Verified 7.6 1425 | Verified Social Network Integration 7.7(won by 0.3) 351 | Verified 7.4 1377 | Verified Third-Party Integrations Not enough data 5.0(won by default) 11 Social Media Integration Not enough data Not enough data Customer Support Not enough data Not enough data Multi-Channel Social Integration Not enough data Not enough data Platform Customization 7.9 316 | Verified 8.2(won by 0.3) 1394 | Verified Workflow Capability 8.1 310 | Verified 8.3(won by 0.2) 1391 User, Role, and Access Management 8.4(tied score) 322 | Verified 8.4(tied score) 1388 | Verified Internationalization 8.0 214 | Verified 8.1(won by 0.1) 1178 | Verified Sandbox / Test Environments 7.2 87 7.3(won by 0.1) 1066 | Verified Document & Content Mgmt. 7.6 251 | Verified 7.8(won by 0.2) 1185 Performance and Reliability 8.3 321 | Verified 8.7(won by 0.4) 1363 | Verified Output Document Generation 7.5 213 | Verified 7.8(won by 0.3) 1130 Mobile Access Not enough data 6.1(won by default) 14 Lead Generation Not enough data 6.3(won by default) 16 Integration Data Import & Export Tools 8.0 288 | Verified 8.1(won by 0.1) 1236 | Verified Integration APIs 7.6 236 | Verified 8.0(won by 0.4) 1178 | Verified Breadth of Partner Applications 7.3 222 | Verified 7.9(won by 0.6) 1114 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Third-Party Integration Not enough data 6.8(won by default) 11 Internal Chat Integration Not enough data Not enough data Collaboration Tools Not enough data Not enough data Prospecting Tools Not enough data Not enough data Real-Time Data Not enough data Not enough data Generative AI AI Text Generation 6.9(won by default) 27 Feature Not Available Generative AI Not enough data Not enough data Proposal Generation Not enough data Not enough data Agentic AI - CRM Autonomous Task Execution 7.6(won by 0.3) 7 7.3 171 Multi-step Planning 8.3(won by 0.7) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.6 171 Cross-system Integration 7.9(won by 0.4) 7 7.5 172 Adaptive Learning 8.1(won by 0.8) 7 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.3 170 Natural Language Interaction 7.8(won by 0.5) 6 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.3 171 Proactive Assistance 7.4(won by 0.1) 7 7.3 169 Decision Making 7.6(tied score) 7 7.6(tied score) 172 Calendar/Reminder System Not enough data Not enough data Additional Functionality Customizable Fields Not enough data 9.0(won by default) 5 CRM Not enough data 8.3(won by default) 6 Contact Database Not enough data 7.1(won by default) 7 Workflow Automation Not enough data 6.7(won by default) 12 Search/Filter Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Data Import/Export Not enough data Not enough data Lead Capture Not enough data Not enough data Batch Processing Not enough data Not enough data Email Tracking Not enough data Not enough data Tagging Not enough data Not enough data Pipeline Reports Not enough data Not enough data Drag & Drop Not enough data Not enough data Segmentation Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Interaction Tracking Not enough data Not enough data Document Storage Not enough data Not enough data AI Copilot Not enough data Not enough data Referral Tracking Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Multi-Channel Communication Not enough data Not enough data Lead Qualification Not enough data Not enough data Marketing Automation Not enough data Not enough data Email Templates Not enough data Not enough data Sales Reports Not enough data Not enough data Customer Journey Mapping Not enough data Not enough data Reminders Not enough data Not enough data Lead Scoring Not enough data Not enough data Data Security Not enough data Not enough data Customizable Reports Not enough data Not enough data Calendar Sync Not enough data Not enough data For Startups Not enough data Not enough data Performance Metrics Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data For iPad Devices Not enough data Not enough data Customizable Templates Not enough data Not enough data Activity Tracking Not enough data Not enough data Reporting & Statistics Not enough data Not enough data For Mac Devices Not enough data Not enough data Landing Pages/Web Forms Not enough data Not enough data Lead Nurturing Not enough data Not enough data Gamification Not enough data Not enough data Prioritization Not enough data Not enough data Web-based Deployment Not enough data Not enough data Softphone Not enough data Not enough data Single Sign On Not enough data Not enough data Customer Database Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Mobile App Not enough data Not enough data Email Sequences Not enough data Not enough data Customer Segmentation Not enough data Not enough data Lead Assignment Not enough data Not enough data For Small Businesses Not enough data Not enough data Live Chat Not enough data Not enough data Business Card/Badge Scanning Not enough data Not enough data Data Visualization Not enough data Not enough data Customer Social Profiles Not enough data Not enough data Social Promotion Not enough data Not enough data Monitoring Not enough data Not enough data Engagement Tracking Not enough data Not enough data Social Media Monitoring Not enough data Not enough data Customer Engagement Not enough data Not enough data Sentiment Analysis Not enough data Not enough data Brand Tracking Not enough data Not enough data Audience Targeting Not enough data Not enough data Sales Analytics[Hide 58 FeaturesShow 58 Features](javascript:void(0);) 8.3 47 7.8 481 Agentic AI - Sales Analytics Autonomous Task Execution Not enough data 7.3(won by default) 57 Cross-system Integration Not enough data 7.4(won by default) 58 Adaptive Learning Not enough data 7.4(won by default) 58 Natural Language Interaction Not enough data 7.3(won by default) 58 Proactive Assistance Not enough data 7.3(won by default) 57 Third-Party Integrations Not enough data Not enough data CRM Integration Not enough data Not enough data Data Sourcing Data Sourcing 8.2(won by 0.4) 35 7.8 425 Exporting & Sharing Data 8.6(won by 0.6) 43 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 434 Multi-Device Data Visualization 8.3(won by 0.4) 35 7.9 427 Interactive Dashboards 8.7(won by 0.3) 41 8.4 438 Data Segmentation 8.0(tied score) 36 8.0(tied score) 422 Predictive Analytics Lead Scoring 7.9(won by 0.2) 37 7.7 423 Opportunity Scoring 7.9(won by 0.1) 38 7.8 424 Risk Analysis 7.8(won by 0.4) 33 7.4 407 Live Forecasting 7.8(won by 0.1) 35 7.7 416 Budgeting/Forecasting Not enough data Not enough data Correlation Analysis Not enough data Not enough data Competitive Analysis Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data Statistical Analysis Not enough data Not enough data Sales Management Live Pipeline Management 8.5 37 8.7(won by 0.2) 443 Sales Gamification 8.1(won by 0.5) 30 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.6 410 Account-Based Analytics 8.7(won by 0.4) 32 8.3 419 Activity Tracking 8.8(won by 0.1) 39 8.7 443 Predictive Analytics Not enough data Not enough data Visual Analytics Not enough data Not enough data Task Management Not enough data Not enough data Contact Management Not enough data Not enough data Lead Management Not enough data Not enough data Opportunity Management Not enough data Not enough data Workflow Management Not enough data Not enough data Additional Functionality Dynamic Modeling Not enough data Not enough data Lead Qualification Not enough data Not enough data Lead Capture Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Contact Database Not enough data Not enough data API Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Collaboration Tools Not enough data Not enough data Dashboard Creation Not enough data Not enough data Modeling & Simulation Not enough data Not enough data Exception Reporting Not enough data Not enough data Generative AI Not enough data Not enough data Sales Reports Not enough data Not enough data Performance Metrics Not enough data Not enough data "What If" Scenarios Not enough data Not enough data Customizable Reports Not enough data Not enough data Data Import/Export Not enough data Not enough data AI Copilot Not enough data Not enough data Graphical Data Presentation Not enough data Not enough data Drag & Drop Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Business Process Control Not enough data Not enough data Multi-Currency Not enough data Not enough data Pipeline Reports Not enough data Not enough data Email Marketing[Hide 66 FeaturesShow 66 Features](javascript:void(0);) Not enough data 7.8 260 Email Marketing Building and Personalizing Emails Not enough data 8.2(won by default) 212 Sending Outbound Emails Not enough data 8.3(won by default) 214 Manage Email Deliverability Not enough data 8.2(won by default) 207 Automated Email Responses Not enough data 7.9(won by default) 207 Email and Mobile Preview Not enough data 8.2(won by default) 211 Manage Email Lists Not enough data 8.2(won by default) 213 High-Volume Sending Not enough data 7.8(won by default) 206 Multi-user Account Not enough data 8.2(won by default) 203 Surveys Not enough data 7.5(won by default) 197 Reporting & Analytics Basic Reporting Not enough data 8.2(won by default) 206 A/B Testing Not enough data 7.5(won by default) 192 Generative AI AI Text Generation Not enough data Feature Not Available AI Text Summarization Not enough data Feature Not Available Generative AI Not enough data Not enough data Agentic AI - Email Marketing Autonomous Task Execution Not enough data 7.0(won by default) 25 Autonomous Task Execution Not enough data 6.9(won by default) 25 Multi-step Planning Not enough data 7.3(won by default) 25 Cross-system Integration Not enough data 7.5(won by default) 24 Cross-system Integration Not enough data 7.5(won by default) 25 Integration Data Import & Export Tools Not enough data 8.2(won by default) 227 Integration APIs Not enough data 7.8(won by default) 224 Breadth of Partner Applications Not enough data 7.9(won by default) 221 CRM Integration Not enough data 8.2(won by default) 221 Social Media Integration Not enough data 7.2(won by default) 213 E-Commerce Integration Not enough data 7.3(won by default) 210 Third-Party Integrations Not enough data Not enough data Additional Functionality Personalization Not enough data Not enough data Autoresponders Not enough data Not enough data Customer Segmentation Not enough data Not enough data Newsletter Management Not enough data Not enough data AI Copilot Not enough data Not enough data WYSIWYG Editor Not enough data Not enough data Engagement Tracking Not enough data Not enough data Preview Functionality Not enough data Not enough data Email Tracking Not enough data Not enough data Email Campaign Management Not enough data Not enough data Landing Pages/Web Forms Not enough data Not enough data Customizable Branding Not enough data Not enough data Lead Capture Not enough data Not enough data Mobile Optimization Not enough data Not enough data Customer Journey Mapping Not enough data Not enough data ROI Tracking Not enough data Not enough data Activity Dashboard Not enough data Not enough data Customizable Fields Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Click Tracking Not enough data Not enough data List Management Not enough data Not enough data GDPR Compliance Not enough data Not enough data Subscriber Management Not enough data Not enough data Email Sequences Not enough data Not enough data Campaign Scheduling Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Multi-Language Not enough data Not enough data Template Management Not enough data Not enough data Customizable CTAs Not enough data Not enough data Real-Time Analytics Not enough data Not enough data Dynamic Content Not enough data Not enough data CAN-SPAM Compliance Not enough data Not enough data Multi-Channel Marketing Not enough data Not enough data HTML Editor Not enough data Not enough data Contact Management Not enough data Not enough data Drip Campaigns Not enough data Not enough data Campaign Analytics Not enough data Not enough data Product Recommendations Not enough data Not enough data Image Library Not enough data Not enough data Workflow Automation Not enough data Not enough data Email Tracking[Hide 48 FeaturesShow 48 Features](javascript:void(0);) Not enough data 8.0 286 Agentic AI - Email Tracking Autonomous Task Execution Not enough data 7.7(won by default) 56 Multi-step Planning Not enough data 7.8(won by default) 57 Cross-system Integration Not enough data 7.7(won by default) 57 Adaptive Learning Not enough data 7.6(won by default) 56 Natural Language Interaction Not enough data 7.6(won by default) 56 Proactive Assistance Not enough data 7.8(won by default) 56 Decision Making Not enough data 8.1(won by default) 55 Analytics Open Rates Not enough data 8.0(won by default) 256 Link Activity Not enough data 8.2(won by default) 257 Attachment Activity Not enough data 8.1(won by default) 250 Customizations Email Platform Integration Not enough data 8.2(won by default) 269 Email Scheduling Not enough data 8.3(won by default) 257 Real-Time Notifications Not enough data 8.4(won by default) 270 Email Categorization Not enough data 7.9(won by default) 257 Templates Not enough data 8.3(won by default) 260 Third-Party Integrations Not enough data Not enough data Generative AI AI Text Generation Not enough data Feature Not Available Generative AI Not enough data Not enough data Additional Functionality Contact Management Not enough data Not enough data Email Marketing Not enough data Not enough data Drag & Drop Not enough data Not enough data Drip Campaigns Not enough data Not enough data Workflow Management Not enough data Not enough data Customizable Fields Not enough data Not enough data Monitoring Not enough data Not enough data CRM Not enough data Not enough data Team Management Not enough data Not enough data Click Tracking Not enough data Not enough data Subscription Management Not enough data Not enough data Activity Dashboard Not enough data Not enough data API Not enough data Not enough data Location Tracking Not enough data Not enough data Customer Segmentation Not enough data Not enough data Geolocation Not enough data Not enough data Customizable Branding Not enough data Not enough data Activity Tracking Not enough data Not enough data Data Import/Export Not enough data Not enough data Mailing List Management Not enough data Not enough data Campaign Management Not enough data Not enough data Email Management Not enough data Not enough data Audience Targeting Not enough data Not enough data Reporting/Analytics Not enough data Not enough data AI Copilot Not enough data Not enough data Email Distribution Not enough data Not enough data Email Reminders Not enough data Not enough data Autoresponders Not enough data Not enough data Engagement Tracking Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Sales Performance Management[Hide 82 FeaturesShow 82 Features](javascript:void(0);) Not enough data 7.6 452 Agentic AI - Sales Performance Management Autonomous Task Execution Not enough data 7.2(won by default) 66 Natural Language Interaction Not enough data 7.3(won by default) 65 Proactive Assistance Not enough data 7.4(won by default) 64 Incentives Badges Not enough data 6.9(won by default) 391 Triggers Not enough data 7.4(won by default) 401 Leaderboards Not enough data 7.1(won by default) 395 Commission Calculator Not enough data Feature Not Available Personalization Profiles Not enough data 7.7(won by default) 414 Custom Reports Not enough data 7.9(won by default) 410 Dashboards Not enough data 8.3(won by default) 430 Goal Setting/Tracking Not enough data 8.0(won by default) 412 Sales Reports Not enough data Not enough data Incentive Management Not enough data Not enough data Administrative Third-Party Integrations Not enough data 7.8(won by default) 410 Employee Structure Not enough data 7.7(won by default) 401 Behavior Monitoring Not enough data 7.5(won by default) 387 Additional Functionality Generative AI Not enough data Not enough data Gamification Not enough data Not enough data Real-Time Updates Not enough data Not enough data Employee Reward Programs Not enough data Not enough data Employee Management Not enough data Not enough data Ongoing Performance Tracking Not enough data Not enough data Benchmarking Not enough data Not enough data Commission Management Not enough data Not enough data For Sales Teams/Organizations Not enough data Not enough data Performance Metrics Not enough data Not enough data Sales Planning Not enough data Not enough data Single Sign On Not enough data Not enough data Performance Management Not enough data Not enough data Forecasting Not enough data Not enough data Quota Planning Not enough data Not enough data Accounting Not enough data Not enough data Workflow Management Not enough data Not enough data Compliance Management Not enough data Not enough data User Management Not enough data Not enough data Rewards Points Not enough data Not enough data Organizational Charting Not enough data Not enough data AI Copilot Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Customizable Branding Not enough data Not enough data Milestone Tracking Not enough data Not enough data Territory Management Not enough data Not enough data Performance Appraisal Not enough data Not enough data Calendar Management Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Sales Onboarding & Training Not enough data Not enough data Employee Recognition Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Ratings/Reviews Not enough data Not enough data API Not enough data Not enough data Feedback Management Not enough data Not enough data Training Management Not enough data Not enough data Goal Management Not enough data Not enough data Assignment Management Not enough data Not enough data Lead Scoring Not enough data Not enough data Search/Filter Not enough data Not enough data Electronic Signature Not enough data Not enough data Collaboration Tools Not enough data Not enough data Kanban Board Not enough data Not enough data Email Management Not enough data Not enough data Commenting/Notes Not enough data Not enough data Data Import/Export Not enough data Not enough data Prospecting Tools Not enough data Not enough data Interaction Tracking Not enough data Not enough data Product Catalog Not enough data Not enough data Live Chat Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Appointment Scheduling Not enough data Not enough data Email Templates Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Transfers/Routing Not enough data Not enough data Activity/News Feed Not enough data Not enough data Lead Management Not enough data Not enough data Revenue Management Not enough data Not enough data Document Management Not enough data Not enough data Task Management Not enough data Not enough data File Sharing Not enough data Not enough data Mobile Access Not enough data Not enough data Reminders Not enough data Not enough data Mobile App Not enough data Not enough data Call Logging Not enough data Not enough data Workflow Automation Not enough data Not enough data Online Form Builder[Hide 44 FeaturesShow 44 Features](javascript:void(0);) Not enough data 7.6 81 Customization Custom Fields Not enough data 8.3(won by default) 76 Conditional Logic Not enough data 7.8(won by default) 72 Multi-page Forms Not enough data 7.3(won by default) 71 Design Not enough data 7.7(won by default) 76 Forms Creation & Design Not enough data Not enough data Additional Functionality Embedded Forms Not enough data 8.2(won by default) 74 Offline Capability Not enough data 6.7(won by default) 70 Notifications Not enough data 7.8(won by default) 78 Payments Not enough data 6.9(won by default) 71 Mobile Forms Not enough data 7.5(won by default) 73 Customizable Forms Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data AI Copilot Not enough data Not enough data Commenting/Notes Not enough data Not enough data Content Publishing Options Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Content Library Not enough data Not enough data Document Classification Not enough data Not enough data Drag & Drop Not enough data Not enough data Customizable Branding Not enough data Not enough data SSL Security Not enough data Not enough data API Not enough data Not enough data Document Management Not enough data Not enough data Document Storage Not enough data Not enough data Collaboration Tools Not enough data Not enough data Data Capture and Transfer Not enough data Not enough data Autofill Not enough data Not enough data Multi-Channel Distribution Not enough data Not enough data Convert to PDF Not enough data Not enough data Customizable Templates Not enough data Not enough data Media Library Not enough data Not enough data Generative AI Not enough data Not enough data Full Text Search Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Data Import/Export Not enough data Not enough data Forms Management Not enough data Not enough data Electronic Signature Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Workflow Management Not enough data Not enough data Template Management Not enough data Not enough data Mobile Access Not enough data Not enough data User Insights Reviewers' Company Size [![Insightly CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Insightly CRM")](https://www.g2.com/products/insightly-crm/reviews) Insightly CRM Small-Business(50 or fewer emp.) 73.2% Mid-Market(51-1000 emp.) 20.3% Enterprise(\> 1000 emp.) 6.5% [![Pipedrive](https://images.g2crowd.com/uploads/product/hd_favicon/4012f2359ca0b1f88b2455f83adaa4ef/pipedrive.svg "Pipedrive")](https://www.g2.com/products/pipedrive/reviews) Pipedrive Small-Business(50 or fewer emp.) 75.1% Mid-Market(51-1000 emp.) 21.5% Enterprise(\> 1000 emp.) 3.4% Small-Business (50 or fewer emp.) 73.2% 75.1% Mid-Market (51-1000 emp.) 20.3% 21.5% Enterprise (\> 1000 emp.) 6.5% 3.4% Reviewers' Industry [![Insightly CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Insightly CRM")](https://www.g2.com/products/insightly-crm/reviews) Insightly CRM Marketing and Advertising 9.9% Information Technology and Services 6.2% Construction 4.8% Computer Software 4.0% Financial Services 3.9% Other 71.2% [![Pipedrive](https://images.g2crowd.com/uploads/product/hd_favicon/4012f2359ca0b1f88b2455f83adaa4ef/pipedrive.svg "Pipedrive")](https://www.g2.com/products/pipedrive/reviews) Pipedrive Computer Software 9.5% Information Technology and Services 8.9% Marketing and Advertising 8.3% Construction 4.9% Financial Services 4.7% Other 63.5% FAQs ## Insightly CRM vs Pipedrive FAQs Generated using AI Last updated: August 14, 2026 ### What is the difference between Pipedrive vs Insightly CRM? Pipedrive stands out for its higher reviewer satisfaction scores and visual pipeline management, while Insightly CRM is recognized for its ease of use and customization. | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) | | --- | --- | | 4.3/5 (3,109 reviews) | 4.2/5 (945 reviews) | | Small-Business | Small-Business | | 8.7 | 8.3 | | 8.4 | 8.0 | | Visual pipeline management and customization | Ease of use and customization (28 and 11 all-time mentions) | ### How do the pricing models of Pipedrive and Insightly CRM compare? Pipedrive is rated higher for price satisfaction, indicating reviewers consider it the stronger value compared to Insightly CRM. - **Pipedrive:** Reviewers frequently highlight Pipedrive as affordable and cost-effective for small businesses, with positive sentiment around its pricing structure. - **Insightly CRM:** Reviewers note Insightly CRM as cost-effective, but some mention that advanced features are locked behind higher-priced tiers and that the price can be high for small organizations. - **Switching reasons:** Recent reviews mention switching to Pipedrive for better value and to consolidate CRM and email marketing at a lower cost. ### What are the best alternatives to Pipedrive and Insightly CRM? The top 3 alternatives to Pipedrive and Insightly CRM are Agentforce Sales, HubSpot Sales Hub, and Freshsales. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5 (3,109 reviews) | Small-Business | Affordable and cost-effective for small businesses | Visual pipeline management and customization | | [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) | 4.2/5 (945 reviews) | Small-Business | Cost-effective, but advanced features require higher tiers | Ease of use and customization (28 and 11 all-time mentions) | | [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25,875 reviews) | Mid-Market | — | — | | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5 (13,909 reviews) | Small-Business | — | — | | [Freshsales](https://www.g2.com/products/freshsales/reviews) | 4.5/5 (1,236 reviews) | Small-Business | — | — | ### Which CRM features should I prioritize when comparing Pipedrive and Insightly CRM? Buyers should prioritize pipeline management, customization, ease of use, reporting, and integrations when comparing Pipedrive and Insightly CRM. - **Pipeline management:** Pipedrive is frequently praised for its visual pipeline and deal tracking; Insightly CRM is also cited for pipeline management but with fewer recent mentions. - **Customization:** Insightly CRM has 11 all-time mentions for easy customization and 10 for customizability; Pipedrive is noted for flexibility and customizable fields in recent reviews. - **Ease of use:** Pipedrive scores 8.8 and Insightly CRM 8.4 on Ease of Use; Insightly CRM has 28 all-time mentions for ease of use. - **Reporting:** Both products receive reviewer feedback on reporting, with Insightly CRM having 6 all-time mentions and Pipedrive noted for basic reporting in recent reviews. - **Integrations:** Both products are cited for integrations with tools like Gmail, Outlook, and Slack in recent reviews. ### What are the pros and cons of Pipedrive vs Insightly CRM? Pipedrive's headline strength is visual pipeline management and ease of setup, while Insightly CRM is recognized for ease of use and customization. - **Pipedrive strengths:** Visual pipeline management, customizable fields, intuitive interface, and quick setup are frequently cited in recent reviews. - **Pipedrive trade-offs:** Reviewers mention limited advanced reporting, some feature limitations on lower tiers, and occasional lag or unintuitive navigation. - **Insightly CRM strengths:** Ease of use (28 all-time mentions), easy customization (11), customizability (10), feature richness (9), integrations (9), and strong customer support (8). - **Insightly CRM trade-offs:** Learning curve (9 all-time mentions), limited customization (7), limited features (7), and time-consuming setup for complex workflows (6). ### Is Pipedrive or Insightly CRM better for small businesses? Pipedrive is the better fit for small businesses, supported by its largest segment and strong small-business reviewer sentiment. - **Pipedrive:** Small-Business is the largest segment, with reviewers consistently highlighting affordability, ease of setup, and suitability for small teams. - **Insightly CRM:** Small-Business is also the largest segment, with reviewers noting ease of use and customization, but some mention higher costs for advanced features and a steeper learning curve for complex workflows. ### Which CRM platform has better integrations? Insightly CRM is favored for integrations, with more reviewer-cited mentions and a broader range of supported tools. - **Pipedrive:** Recent reviews mention integrations with Gmail, Outlook, and Slack, with positive sentiment around ease of connecting these tools. - **Insightly CRM:** Integrations are cited in 9 all-time mentions, including QuickBooks, Slack, Mailchimp, Microsoft Teams, and marketing automation tools, with reviewers highlighting the API and custom integration capabilities. ### How do Pipedrive and Insightly CRM compare on customer support? Pipedrive and Insightly CRM are rated within 0.4 points on Quality of Support, indicating near parity with Pipedrive slightly ahead at 8.4 versus 8.0. - **Pipedrive:** Reviewers describe support as helpful, responsive, and personalized, with onboarding sessions and quick answers to questions. - **Insightly CRM:** Reviewers highlight dedicated customer success managers, responsive support, and helpful integration assistance, with 8 all-time mentions for customer support. ### Which is easier to implement, Pipedrive or Insightly CRM? Pipedrive and Insightly CRM are rated within 0.4 points on Ease of Setup, with Pipedrive at 8.7 and Insightly CRM at 8.3, indicating near parity. - **Pipedrive:** Reviewers consistently describe setup as quick, straightforward, and easy to customize for small teams and solo users. - **Insightly CRM:** Reviewers note easy implementation, intuitive onboarding, and straightforward setup, with 5 all-time mentions for easy setup and 5 for easy implementation. ### Which product has better Reporting? Insightly CRM is favored for Reporting, with more reviewer-cited mentions and positive sentiment around analytics and dashboard customization. - **Pipedrive:** Reviewers note basic reporting capabilities, with some requests for more advanced or customizable reports; reporting is cited as an area for improvement in recent reviews. - **Insightly CRM:** Reporting is cited in 6 all-time mentions, with reviewers highlighting detailed reports, analytics, and dashboard customization as key strengths. Alternatives **Insightly CRM Alternatives** ![Salesforce Sales Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Salesforce Sales Cloud") [ Salesforce Sales Cloud ](/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") [ HubSpot Sales Hub ](/products/hubspot-sales-hub/reviews) ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") [ Zoho ](/products/zoho-crm/reviews) ![Dynamics 365 Sales](https://images.g2crowd.com/uploads/product/hd_favicon/4f78b7a6cf55be3072d0203c78e0e657/dynamics-365-sales.png "Dynamics 365 Sales") [ Microsoft Dynamics 365 Sales ](/products/dynamics-365-sales/reviews) **Pipedrive Alternatives** ![Nutshell](https://images.g2crowd.com/uploads/product/hd_favicon/38cd2eb3a561ea666543f91c17b2079c/nutshell.svg "Nutshell") [ Nutshell ](/products/nutshell/reviews) ![Freshsales](https://images.g2crowd.com/uploads/product/hd_favicon/020ad5e0a844bc41d785abdf657d7623/freshsales.svg "Freshsales") [ Freshsales ](/products/freshsales/reviews) ![Copper](https://images.g2crowd.com/uploads/product/hd_favicon/a43c4e9fd5e0c3b3012653a35d0d7c2a/copper.svg "Copper") [ Copper ](/products/copper/reviews) ![Nimble CRM](https://images.g2crowd.com/uploads/product/hd_favicon/1487565546/nimble.svg "Nimble CRM") [ Nimble ](/products/nimble/reviews)