Pipedrive vs. Insightly is a match worth having ringside seats for. If you pick the wrong CRM, you could lose hard-earned cash with your misplaced bet. I’m AJ, here to offer my two cents. I’ve spent the last decade building my business (to a successful multiple seven-figure exit). In that time, I used just about every CRM software on the market. Now, I aim to help you get to where I am (in a fraction of the time it took me). Now, let’s get to the main event—Pipedrive vs. Insightly! Stick around to see if you guessed the winner. Spoiler alert : this was a close one!
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Bonfire Rating: 4.7/5 Pipedrive: Some of the best pipeline management in the game.
Try Pipedrive Free
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Bonfire Rating: 4.6/5 Insightly is all about scaling your business practices without breaking the bank!
Try Insightly Free
How Did We Evaluate Insightly and Pipedrive?
My team and I compared both customer relationship management (CRM) platforms to see which came out on top. Here’s what we tested: Pricing & Free Version Top Features Customer Service Integrations Ease of Use Best Mobile App Knowledge and Learning Center Limitations Which One We Think is Best for Small Businesses
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
Pipedrive Vs. Insightly Comparison Chart
Here’s an overview of how each platform performed.
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Pipedrive Review
Insightly Review
Pipedrive Vs. Insightly: Pricing
It’s essential to stay within your budget when choosing a CRM. So let’s see how these two do regarding cost.
Pipedrive Pricing
Pipedrive offers a free plan in addition to three paid plans: Essential: $21.90/Month Advanced: $37.90/Month Professional: $59.90/Month Power: $74.90/Month Enterprise: $119.00/Month Check out our complete Pipedrive pricing guide.
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Insightly Pricing
Insightly offers three pricing plans, with a free plan available for up to 2 users. The plans are as follows: Free Forever – Up to 2 users Plus – $29/Month Professional – $49/Month Enterprise – $99/Month
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Insightly Vs. Pipedrive Pricing Winner: Insightly
AJ’s Take : Insightly takes this round by an incredibly small margin because of its free plan. This essentially removes the barrier to entry for trying the platform.
Insightly Vs. Pipedrive: Top Features
When it comes to choosing a customer relationship management ( CRM ) tool, it’s crucial to consider the features offered by each platform. Let’s break down our favorite features of both platforms.
Pipedrive Top Features
Pipedrive offers a ton of features to help your SMB scale. Let’s get into it.
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Pipeline Management
If you need a way to kick your sales process into high gear, Pipedrive has your back. The sales-focused CRM offers tools to help you accomplish the following: Manage deals from one central location Customize deal stages and task lists to match your workflow Create visual pipelines that give you a real-time view of your sales cycle (from start to finish) We tested this feature (over six months) by adding in some affiliate marketing deals at Small Business Bonfire. Here’s how a “new deal” card looked from our perspective. Within each deal, we could add and edit the following information: Associated contacts Organization Title Value Pipeline & stage Probability Expected close date Contact information Here’s how our pipeline looked with everything put in. We were able to switch between different views with just a click, as well as drag and drop our deals to the next stage.
Project Management
If you’re serious about scaling your SMB, you’ll need a tool that keeps your projects organized. Pipedrive offers this option (for an additional $8/month). That’s right—you don’t need extra project management tools to efficiently manage projects within your CRM. This feature offers the following helpful tools to take charge of your project management: Customizable task templates Document & file storage Intuitive drag-and-drop interface Team collaboration tools Detailed project and task tracking cards Custom project fields With Pipedrive, we were able to create project templates (so we didn’t have to repeatedly build the same projects over and over again). Here’s a snapshot of the project template creation process (to give you a better idea). This little feature saved us a ton of time to focus on nurturing customer relationships. During our six months of testing, we created and tracked a ton of projects. Some of these included: Social media campaigns Our newsletter rollout New website design New client onboarding Here’s an example of a project we created for our newsletter rollout. We were able to easily edit the following info: Project template Title Start & end date Board & phase Owner Associated deals & contacts Our take : Pipedrive offers fantastic project management tools to keep your team on track while you grow your business to new heights!
Workflow Automation
Pipedrive takes the painstaking task of managing repetitive tasks off your hands with their custom workflows. This feature lets you create a sequence of automated actions based on specific triggers. Here’s what we loved: Custom workflows : You can set up a sequence of tasks triggered by a specific action. For instance, when a deal is marked as won, you can have a task automatically scheduled to send a follow-up email. Notifications : Never miss a beat with Pipedrive’s notification system. Whether it’s a deal that needs your attention or a task coming due, these alerts keep you and your team on track. Automated follow-ups : One of our favorite features has to be the automated follow-ups. With this, you can say goodbye to forgetting to send that important email or missing a crucial call. In a nutshell, Pipedrive’s workflow automation is a game-changer. It not only ensures nothing slips through the cracks but also boosts your team’s productivity by taking care of the monotonous tasks. Talk about a win-win!
Campaigns
Pipedrive provides the ability to create powerful email campaigns (for an additional $16/month). Here’s what we loved about Pipedrive’s Campaigns feature: Personalized emails : You can customize your emails to a tee, ensuring each one speaks directly to your customer. It’s a fantastic way to build rapport and keep your subscribers engaged. Targeted campaigns : You can segment your audience into different groups and send targeted emails to each. This feature allows you to tailor your messages to the unique needs and interests of each segment. Detailed analytics : With this feature, you can track the performance of your email campaigns in real time. Gain insights into open rates, click-through rates, and conversion rates to understand what’s working and what’s not. Automated follow-ups : Set up automated follow-up emails to keep your brand on top of your customers’ minds. This feature ensures you never miss an opportunity to engage with your customers. We created a ton of campaigns throughout our six months of testing. We really liked the helpful email templates provided by Pipedrive (shown below). These are perfect for beginners looking to create powerful email campaigns (without the learning curve). Once we selected a template, we could customize (just about) every facet of each email with a drag-and-drop interface. Here’s how it looked (for context). We could easily add the following elements to each email: Text Images Video Buttons Social links Custom code From there, we could schedule and send emails to clients (all from within the CRM tool). The nitty gritty : Pipedrive delivers powerful campaign creation for SMBs looking to ramp up their marketing efforts. If you’re looking to take your marketing to the next level, this feature is certainly worth checking out!
Customer Data Management
Great customer relationship management is essentially impossible without a way to effectively manage your customer data. Luckily, Pipedrive provides a fantastic solution that allows you to effortlessly maintain and nurture customer relationships. Pipedrive offers a range of awesome features for managing your contacts: Comprehensive contact information : With Pipedrive, you can store all the important details about your clients, like their contact info, deals, notes, and activity history. Easy navigation : The contact data is organized in a way that’s super easy to navigate. You’ll have no trouble getting a quick understanding of each client’s current status and history. Segmentation : You can easily categorize your contacts, which helps you personalize your approach to each client. Interaction tracking : Keep track of every interaction with your clients. No detail will be missed, and you can seize every opportunity. Integration : Pipedrive seamlessly integrates with various communication platforms, giving you a streamlined, all-in-one contact management experience. Here’s a sneak peek of how it looked when we added a new contact with Pipedrive. With just a few clicks, we could input all important details, ensuring we had a comprehensive view of each client. This feature has been a game-changer in effectively maintaining and nurturing our customer relationships!
