# Insightly CRM vs Pipeline CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Pipeline CRM excels in user experience, with many users appreciating its organized approach to managing tasks, follow-ups, and daily activities. One user noted that it helps them stay organized without confusion, making it particularly beneficial for professionals like dieticians and nutritionists.
- **Users say** that Insightly CRM offers a straightforward and modern interface, which makes it easy to navigate. Reviewers highlighted its effectiveness in managing customer details and tracking sales leads, emphasizing how it keeps all business information in one place.
- **According to verified reviews** , Pipeline CRM stands out for its strong customer support, with users praising the responsiveness and helpfulness of the support team. One user mentioned that the platform has continually evolved over the years, adding new features that enhance usability.
- **Reviewers mention** that Insightly CRM's bulk editing feature is a significant time-saver, allowing users to update multiple records simultaneously. This functionality is particularly valued by those who manage large volumes of data, making their workflow more efficient.
- **G2 reviewers highlight** that Pipeline CRM has a higher overall satisfaction score compared to Insightly, reflecting a more favorable user experience. Users appreciate its sales-focused design, which integrates lead management and deal activities seamlessly.
- **Users report** that while both platforms are effective, Pipeline CRM's ease of setup and administration is a notable advantage, with many users finding the onboarding process intuitive and straightforward, which can be crucial for small businesses looking to implement a CRM quickly.



| | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 942 | 952 | 
| **Largest Market Segment** | Small-Business (73.2% of reviews) | Small-Business (66.7% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | Starting at $25.00 | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 reviews)
- Limited Customization (7 reviews)

### Pipeline CRM

Pros:
- Ease of Use (7 reviews)
- Pipeline Management (6 reviews)

Cons:
- Limited Features (7 reviews)
- Limited Customization (6 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | Pipeline CRM | 
|---|---|---|
  | **Meets Requirements** | 8.3 (800 reviews) | 8.6 (832 reviews) | 
  | **Ease of Use** | 8.4 (805 reviews) | 8.9 (835 reviews) | 
  | **Ease of Setup** | 8.3 (361 reviews) | 8.8 (387 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 8.9 (374 reviews) | 
  | **Quality of Support** | 8.0 (685 reviews) | 8.9 (765 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 9.1 (366 reviews) | 
  | **Product Direction (% positive)** | 8.0 (773 reviews) | 8.5 (828 reviews) | 

---
## Pricing

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

### Pipeline CRM

#### Entry-Level Pricing

Plan: Start

Price: Starting at $25.00

Description: Pre-sales pipeline management 


Key Features:
- Unlimited file storage 
- Deal and Activity Reporting 
- Free CRM switching tool 

[Browse all 3 editions](https://www.g2.com/products/pipeline-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 732 |
| **Pipeline CRM** | 8.1/10 | 738 |

#### Sales Force Automation

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Contact & Account Management** | 8.5 (628 reviews) ✓ Verified | 8.7 (643 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (598 reviews) ✓ Verified | 8.7 (634 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.1 (627 reviews) ✓ Verified | 8.4 (650 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | 7.7 (392 reviews) ✓ Verified | 
| **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 8.1 (455 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | 7.6 (312 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | 7.8 (346 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.0 (423 reviews) ✓ Verified | 8.2 (423 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 7.5 (367 reviews) ✓ Verified | 
| **Campaign Management** | Feature Not Available | 7.6 (361 reviews) ✓ Verified | 
| **Lead Management** | 8.1 (523 reviews) ✓ Verified | 8.5 (494 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 7.5 (320 reviews) ✓ Verified | 

#### Customer Support

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | 8.4 (377 reviews) ✓ Verified | 
| **Customer Support Portal** | 7.8 (400 reviews) | 8.5 (397 reviews) | 
| **Knowledge Base** | 7.9 (460 reviews) | 8.4 (418 reviews) | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 8.3 (328 reviews) ✓ Verified | 
| **Support Analytics** | 7.8 (361 reviews) | 8.3 (328 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Reporting** | 7.9 (531 reviews) ✓ Verified | 8.1 (597 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (554 reviews) ✓ Verified | 8.3 (635 reviews) ✓ Verified | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 7.8 (473 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 7.6 (276 reviews) ✓ Verified | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 7.5 (263 reviews) ✓ Verified | 
| **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 7.6 (415 reviews) ✓ Verified | 

#### Platform

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 8.1 (292 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 8.1 (276 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.4 (302 reviews) ✓ Verified | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 8.3 (78 reviews) | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | 7.6 (59 reviews) | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 7.9 (245 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.3 (319 reviews) ✓ Verified | 8.9 (305 reviews) ✓ Verified | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 8.1 (132 reviews) ✓ Verified | 

#### Integration

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 8.4 (276 reviews) ✓ Verified | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 7.8 (187 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 7.2 (166 reviews) ✓ Verified | 

#### Generative AI

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 8.0 (16 reviews) | 

#### Agentic AI - CRM

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 7.7 (5 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 7.7 (5 reviews) | 
| **Cross-system Integration** | 8.1 (8 reviews) | Not enough data | 
| **Adaptive Learning** | 8.3 (8 reviews) | 8.7 (5 reviews) | 
| **Natural Language Interaction** | 8.1 (7 reviews) | Not enough data | 
| **Proactive Assistance** | 7.4 (7 reviews) | Not enough data | 
| **Decision Making** | 7.6 (7 reviews) | Not enough data | 

### Google Workspace for Sales

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Pipeline CRM** | N/A | N/A |

#### Agentic AI - Google Workspace for Sales

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Pipeline CRM** | 9.4/10 | 8 |

#### Agentic AI - Sales Performance Management

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Incentives

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Badges** | Not enough data | 8.6 (7 reviews) | 
| **Triggers** | Not enough data | 9.5 (7 reviews) | 
| **Commission Calculator** | Not enough data | 9.3 (7 reviews) | 
| **Leaderboards** | Not enough data | 9.5 (7 reviews) | 

#### Personalization

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Profiles** | Not enough data | 9.3 (7 reviews) | 
| **Custom Reports** | Not enough data | 9.3 (7 reviews) | 
| **Dashboards** | Not enough data | 9.5 (7 reviews) | 
| **Goal Setting** | Not enough data | 9.5 (7 reviews) | 

#### Administrative

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Integration** | Not enough data | 9.5 (7 reviews) | 
| **Employee Structure** | Not enough data | 9.5 (7 reviews) | 
| **Behavior Monitoring** | Not enough data | 9.8 (7 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 8.3/10 | 47 |
| **Pipeline CRM** | 8.9/10 | 7 |

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | 9.0 (5 reviews) | 
| **Exporting & Sharing Data** | 8.6 (43 reviews) | 8.7 (5 reviews) | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | 8.6 (6 reviews) | 
| **Interactive Dashboards** | 8.7 (41 reviews) | 9.3 (5 reviews) | 
| **Data Segmentation** | 8.0 (36 reviews) | 8.7 (5 reviews) | 

#### Predictive Analytics

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | 9.2 (6 reviews) | 
| **Opportunity Scoring** | 7.9 (38 reviews) | 9.0 (5 reviews) | 
| **Risk Analysis** | 7.8 (33 reviews) | Not enough data | 
| **Live Forecasting** | 7.8 (35 reviews) | 9.0 (5 reviews) | 

#### Sales Management

| Feature | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | 8.9 (6 reviews) | 
| **Sales Gamification** | 8.1 (30 reviews) | 8.7 (5 reviews) | 
| **Account-Based Analytics** | 8.7 (32 reviews) | 9.0 (5 reviews) | 
| **Activity Tracking** | 8.8 (39 reviews) | 9.0 (5 reviews) | 

---
## Categories
**Shared Categories (2):** [CRM Software](https://www.g2.com/categories/crm), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)


**Unique to Pipeline CRM (2):** [Google Workspace for Sales Software](https://www.g2.com/categories/google-workspace-for-sales), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | Pipeline CRM | 
|---|---|---|
| **Small-Business** | 73.2% | 66.7% | 
| **Mid-Market** | 20.2% | 27.0% | 
| **Enterprise** | 6.6% | 6.2% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.3%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.7%

#### Pipeline CRM

- **Construction:** 9.5%
- **Marketing and Advertising:** 8.3%
- **Information Technology and Services:** 7.4%
- **Computer Software:** 4.6%
- **Internet:** 3.7%
- **Financial Services:** 3.6%
- **Insurance:** 3.0%
- **Building Materials:** 2.4%
- **Wholesale:** 2.2%
- **Automotive:** 2.2%
- **Other:** 53.1%

---
## Alternatives

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25804 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13814 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3053 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1619 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1430 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (478 reviews)

### Alternatives to Pipeline CRM

- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1430 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25804 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13814 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3053 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2930 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (478 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1619 reviews)

---
## Top Discussions

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

### Pipeline CRM

- Title: [How do I get a buy-in from my sales team to move from spreadsheets or another CRM to PipelineDeals?](https://www.g2.com/discussions/sales-429826f6-108a-4343-afd8-da1ba60ec905) — 5 comments, 2 upvotes *(includes official response)*
  > **Top comment:** "PipelineDeals picks up where Excel leaves off. It’s familiar to Excel but more powerful and the learning curve is low. Our training helps salespeople get..."
- Title: [How long does it take to implement a new CRM?](https://www.g2.com/discussions/sales-7f9b5c30-aa72-47e1-ab29-b622df8ae5e3) — 4 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Because our CRM is so easy to use, 95%  of customers often go live within a day or maximum within two weeks — not three or four months like with other CRMs...."
- Title: [What’s the cost like?](https://www.g2.com/discussions/roi-e395b7b9-e575-47ee-8ff6-f26eab4fcbe1) — 3 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Our customer see ROI three times faster than with some other CRM providers (validated by G2 Crowd) because it’s only $1.10 per sales person per day. Some of..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-pipeline-crm)