# Insightly vs Pipedrive: Features and Cost Comparison 2026 | Capterra

> Insightly vs Pipedrive: Which crm tool is right for you? Dive into our detailed comparison of their features, costs, and user experience to make your decision.

Source: https://www.capterra.com/compare/130671-132666/Insightly-vs-Pipedrive

---

# Insightly vs Pipedrive Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

InsightlyPipedrive2/4 selected

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.5 (3050)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

[## Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

[## Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.5 (3050)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting Price

$29.00/month

Starting Price

$29.00/month

Value-for-Money

4

Functionality

3.9

Ease of Use

4

Customer Service

3.8

Starting Price

$19.00/month

Starting Price

$19.00/month

Value-for-Money

4.4

Functionality

4.3

Ease of Use

4.5

Customer Service

4.4

Reviews Sentiment

Based on [654 reviews](https://www.capterra.com/p/130671/Insightly/reviews/)

Positive

518

Neutral

86

Negative

50

Positive

518

Neutral

86

Negative

50

Reviews Sentiment

Based on [3,050 reviews](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Positive

2,850

Neutral

138

Negative

62

Positive

2,850

Neutral

138

Negative

62

Best for (according to reviews)

-   **Business size**: Small businesses account for 425 reviews, representing 64% of feedback, demonstrating broad uptake among this segment.
-   **Industry**: Marketing and advertising, management consulting, and computer software together contribute 24% of reviews, indicating diverse industry adoption.
-   **Use cases**: CRM (60%), task management (35%), and account management (32%) are the primary use cases, reflecting a focus on customer and workflow management.

Best for (according to reviews)

-   **Business size**: Small businesses account for 64% of reviews (1952), suggesting strong market traction among this segment compared to midsize and enterprise users.
-   **Industry**: Computer software, marketing & advertising, and IT/services together represent 33% of reviews, indicating broad adoption across technology-driven sectors.
-   **Use cases**: CRM (65%), sales tracking (33%), and lead management (28%) are the main uses, reflecting a focus on sales process optimization.

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## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Reviewer verdict

Insightly

Insightly users find it best for managing and organizing large contact databases, appreciating its customization options, workflow automation, and centralized client information. Reviewers value its integration with Gmail and Mailchimp for communication and marketing, and they mention that its tiered pricing and free version suit startups and small businesses. However, users note some limitations in integration capabilities and email management, as well as occasional glitches in lead and pipeline management.

Pipedrive

Pipedrive users consider it best for sales pipeline and lead management, citing its intuitive interface, customizable pipelines, and automation features that boost productivity. Reviewers highlight the value of integrations with tools like Zapier, Gmail, Microsoft Outlook, Mailchimp, and Slack, which they say enhance workflow and team collaboration. They find its pricing model straightforward and cost-effective for small businesses, though some mention that advanced features can be costly for larger teams.

## Connect with a Capterra advisor for a free 15-minute consultation

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## Features comparison

When looking at crm tools like Insightly and Pipedrive, price is just one factor to consider. Understanding their features and differences can help determine which one best suits your needs, maximizing efficiency while avoiding unnecessary costs. Here's how they compare in key areas that matter most. \[[1](#source-item-1)\]

Key features rated by users

Features selected based on 44,336 reviews from CRM users.  
about the Fit Score methodology.

Fit Score methodology

To calculate the Fit Score, our proprietary methodology factors in the following:

  

-   The importance level for each feature. By default, this is determined by user reviews. They can rate a feature Critical, High, Low, or Not Used.
-   Feedback from real users on how the product performs for each key feature, derived from verified user reviews and ratings.

  

Please note:

  

-   To calculate the Fit Score, the number of reviews for those features and the actual rating carry the same weight. You might see that, in some cases, even though the ratings are the same, we still determine a winner because it had more reviews.
-   If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation.

Insightly

78%Fit

Feature ratings

Contact Database

4.3

Contact Management

4.4

Lead Management

4.2

Sales Pipeline Management

4.1

Pipedrive

82%Fit

High performer

Feature ratings

Contact Database

4.4

Contact Management

4.4

Lead Management

4.4

Sales Pipeline Management

4.5

Contact Database

4.3 (80)

4.4 (289)

Insightly users appreciate the ease of managing and organizing large numbers of contacts, citing features like custom fields, tags, and the ability to link records. They value the centralized location for client information and the ability to update contacts seamlessly. However, some users mention the need for better search functionalities. Pipedrive users, on the other hand, highlight the intuitive interface and customization options for their contact database. They appreciate the smart search and filtering options, as well as the mobility provided by the mobile app. Overall, Insightly users value the centralized and easy-to-update contact database, while Pipedrive users appreciate the customization and accessibility features.

Contact Management

4.4 (82)

4.4 (393)

Insightly users find the contact management feature user-friendly and efficient for organizing and updating contact information. They appreciate the ability to sort and assign contacts to various categories and projects. However, some users experience occasional lag when updating contacts. Pipedrive users, meanwhile, praise the customization options, smart search, and mobile app for contact management. They find it easy to categorize and manage contacts, and appreciate the integration with other software. In summary, Insightly users value the ease of use and organization in contact management, whereas Pipedrive users appreciate the customization and integration capabilities.

Lead Management

4.2 (88)

4.4 (376)

Insightly users find lead management essential for their sales process, appreciating the ability to track leads and set reminders. However, some users mention the feature can be glitchy and basic. Pipedrive users, on the other hand, highlight the efficient organization and follow-up capabilities of lead management. They appreciate the ability to prioritize, segment, and track leads, as well as the integration with other tools. Overall, Insightly users value the basic lead tracking and reminder features, while Pipedrive users appreciate the comprehensive organization and follow-up capabilities.

Sales Pipeline Management

4.1 (82)

4.5 (384)

Insightly users find the sales pipeline management feature helpful for tracking sales stages and customizing pipelines. They appreciate the visual representation of the sales process but mention it can be glitchy and basic. Pipedrive users, meanwhile, praise the intuitive and customizable sales pipeline management system. They value the visual elements, automation, and real-time monitoring of deals. In general, Insightly users appreciate the basic visual tracking of sales stages, while Pipedrive users value the comprehensive and customizable sales pipeline management system.

## Pricing comparison

### Starting prices

Insightly

$29.00

Per User

(Per Month)

Free Trial

Free Version

[View pricing plans](https://www.capterra.com/p/130671/Insightly/pricing/)

Pipedrive

$19.00

Per User

(Per Month)

Free Trial

Free Version

[View pricing plans](https://www.capterra.com/p/132666/Pipedrive/pricing/)

### Value-for-money analysis

4.0 (654)

4.4 (3050)

A dive into reviewer perceptions about the value for money of both Insightly and Pipedrive demonstrates that Insightly reviewers consider it to offer a versatile and cost-effective CRM solution, while Pipedrive reviewers comment on its affordability and comprehensive features. Reviewers find that Insightly offers a robust set of features even in its free version, which they say is beneficial for startups and small businesses. They appreciate the tiered pricing that allows businesses to scale as needed. However, some users mention that the cost of premium plans can be high, and additional fees for certain features may not be ideal for small businesses. When it comes to Pipedrive, reviewers appreciate its straightforward pricing model and the availability of a free trial. They find it to be a cost-effective solution for managing sales processes, particularly for small businesses. However, some users note that advanced features are only available in higher-priced plans, which they say can be expensive for teams with limited budgets.

## Integrations

Popular Integrations

Compare available integrations between Insightly and Pipedrive.

### HubSpot CRM

Insightly

Pipedrive

### Mailchimp

Insightly

Pipedrive

### Zapier

Insightly

Pipedrive

### Microsoft 365

Insightly

Pipedrive

### Operations Hub

Insightly

Pipedrive

### SupportBee

Insightly

Pipedrive

### Trello

Insightly

Pipedrive

### Google Calendar

Insightly

Pipedrive

Total Integrations

118

Gmail

Reviewers mention that Insightly integrates seamlessly with Gmail, allowing users to log emails, manage contacts, and synchronize data, which they say enhances communication and workflow efficiency.

Mailchimp

Users report that Insightly integrates with Mailchimp for email marketing, noting that it facilitates sending email blasts and automating mail campaigns, which they indicate improves customer engagement.

Insightly Integrations (118)

-   [123FormBuilder](https://www.capterra.com/p/122770/123ContactForm/)
-   [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)
-   [ActiveDEMAND](https://www.capterra.com/p/142305/ActiveDEMAND/)
-   [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)
-   [Aircall](https://www.capterra.com/p/184709/Aircall/)
-   [AnyMeeting](https://www.capterra.com/p/118310/AnyMeeting/)
-   [Asana](https://www.capterra.com/p/184581/Asana-PM/)
-   [Benchmark Email](https://www.capterra.com/p/71152/Benchmark-Email/)
-   [Bidsketch](https://www.capterra.com/p/127734/Bidsketch/)
-   [BookingSync](https://www.capterra.com/p/114051/BookingSync/)
-   [Box](https://www.capterra.com/p/148766/Box/)
-   [Brevo](https://www.capterra.com/p/132996/brevo/)
-   [CallRail](https://www.capterra.com/p/141829/CallRail/)
-   [Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/)
-   [Chargebee](https://www.capterra.com/p/131433/Chargebee/)
-   [Clio](https://www.capterra.com/p/105428/Clio/)
-   [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/)
-   [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)
-   [Contactually](https://www.capterra.com/p/158259/Contactually/)
-   [Cyclr](https://www.capterra.com/p/158623/Cyclr/)
-   [Dasheroo](https://www.capterra.com/p/139939/Dasheroo/)
-   [Direct Mail](https://www.capterra.com/p/128355/Direct-Mail/)
-   [DirectIQ Email Marketing](https://www.capterra.com/p/135395/DirectIQ/)
-   [Docusign](https://www.capterra.com/p/121506/Docusign/)
-   [Dotdigital](https://www.capterra.com/p/151213/dotmailer/)
-   [dotloop](https://www.capterra.com/p/136372/dotloop/)
-   [Drip](https://www.capterra.com/p/164933/Drip/)
-   [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)
-   [Emma by Marigold](https://www.capterra.com/p/75428/Emma/)
-   [Everhour](https://www.capterra.com/p/133409/Everhour/)
-   [Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/)
-   [EZ Texting](https://www.capterra.com/p/145848/Ez-Texting/)
-   [Formstack Forms](https://www.capterra.com/p/118892/Formstack/)
-   [FreeAgent](https://www.capterra.com/p/122008/FreeAgent/)
-   [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)
-   [Front](https://www.capterra.com/p/132901/Front/)
-   [FullContact](https://www.capterra.com/p/161228/FullContact-Data-Solutions/)
-   [GetResponse](https://www.capterra.com/p/153948/GetResponse/)
-   [Gmail](https://www.capterra.com/p/202338/Gmail/)
-   [Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)
-   [Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/)
-   [Google Drive](https://www.capterra.com/p/161425/Drive/)
-   [Google Forms](https://www.capterra.com/p/176571/Google-Forms/)
-   [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)
-   [Gravity Forms](https://www.capterra.com/p/206381/Gravity-Forms/)
-   [Groove](https://www.capterra.com/p/143005/Groove/)
-   [Help Scout](https://www.capterra.com/p/136909/Help-Scout/)
-   [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)
-   [Hubstaff](https://www.capterra.com/p/132376/Hubstaff/)
-   [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/)
-   [Intercom](https://www.capterra.com/p/134347/Intercom/)
-   [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)
-   [Kanban Tool](https://www.capterra.com/p/132750/Kanban-Tool/)
-   [Kantata](https://www.capterra.com/p/110832/kantata/)
-   [Keap](https://www.capterra.com/p/76390/Infusionsoft/)
-   [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/)
-   [Kustomer](https://www.capterra.com/p/158128/Kustomer/)
-   [Lead Liaison](https://www.capterra.com/p/124417/Lead-Liaison/)
-   [Mad Mimi](https://www.capterra.com/p/140718/Mad-Mimi/)
-   [Mailchimp](https://www.capterra.com/p/110228/MailChimp/)
-   [MailerLite](https://www.capterra.com/p/136603/MailerLite/)
-   [MailUp](https://www.capterra.com/p/127970/MailUp/)
-   [Marketo Engage](https://www.capterra.com/p/75130/Marketo-Lead-Management/)
-   [Membrain](https://www.capterra.com/p/143859/Membrain/)
-   [Meta for Business](https://www.capterra.com/p/213257/Facebook/)
-   [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)
-   [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)
-   [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)
-   [Mojo Helpdesk](https://www.capterra.com/p/128650/Mojo-Helpdesk/)
-   [Myphoner](https://www.capterra.com/p/225488/Myphoner/)
-   [noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/)
-   [OmniFocus](https://www.capterra.com/p/177722/OmniFocus/)
-   [OnceHub](https://www.capterra.com/p/122968/ScheduleOnce/)
-   [OneDrive](https://www.capterra.com/p/161304/OneDrive/)
-   [Operations Hub](https://www.capterra.com/p/226298/PieSync/)
-   [Outreach](https://www.capterra.com/p/159318/Outreach/)
-   [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)
-   [PersistIQ](https://www.capterra.com/p/143625/PersistIQ/)
-   [Podio](https://www.capterra.com/p/128631/Podio/)
-   [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)
-   [Process Street](https://www.capterra.com/p/135004/Process-Street/)
-   [Proposable](https://www.capterra.com/p/122529/Proposable/)
-   [Proposify](https://www.capterra.com/p/133332/Proposify/)
-   [Pure Chat](https://www.capterra.com/p/141708/Pure-Chat/)
-   [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)
-   [Quotient](https://www.capterra.com/p/131897/Quotient/)
-   [Recurly](https://www.capterra.com/p/122700/Recurly-Subscription-Billing/)
-   [Reply](https://www.capterra.com/p/143629/Reply/)
-   [Robly](https://www.capterra.com/p/149327/Robly/)
-   [Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/)
-   [SendGrid](https://www.capterra.com/p/204113/SendGrid/)
-   [ServiceM8](https://www.capterra.com/p/110711/ServiceM8/)
-   [Setmore](https://www.capterra.com/p/122035/SetMore/)
-   [Shopify](https://www.capterra.com/p/83891/Shopify/)
-   [Slack](https://www.capterra.com/p/135003/Slack/)
-   [Slemma](https://www.capterra.com/p/153269/Slemma/)
-   [Stripe](https://www.capterra.com/p/123889/Stripe/)
-   [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)
-   [SupportBee](https://www.capterra.com/p/132028/SupportBee/)
-   [Teamwork Desk](https://www.capterra.com/p/143754/Teamwork-Desk/)
-   [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)
-   [TimeCamp](https://www.capterra.com/p/129847/TimeCamp/)
-   [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/)
-   [Toky](https://www.capterra.com/p/156115/Toky/)
-   [Toodledo](https://www.capterra.com/p/180631/Toodledo/)
-   [Trello](https://www.capterra.com/p/211559/Trello/)
-   [Typeform](https://www.capterra.com/p/137289/Typeform/)
-   [Wave](https://www.capterra.com/p/178021/Wave-Apps/)
-   [Wishpond](https://www.capterra.com/p/145745/Wishpond/)
-   [Wufoo](https://www.capterra.com/p/224990/Wufoo/)
-   [Xero](https://www.capterra.com/p/120109/Xero/)
-   [YouCanBook.me](https://www.capterra.com/p/163194/YouCanBookMe/)
-   [Zapier](https://www.capterra.com/p/130182/Zapier/)
-   [Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/)
-   [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)
-   [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)
-   [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)
-   [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)

Total Integrations

96

Zapier

Users report that they use Zapier to automate tasks and integrate Pipedrive with various tools, which they say saves time and enhances their sales processes.

Gmail

Users mention that they integrate Gmail with Pipedrive to track email correspondence and centralize communication, noting that it improves efficiency and record-keeping.

Microsoft Outlook

Reviewers state that they use Microsoft Outlook with Pipedrive for email and calendar synchronization, which they indicate helps in tracking communications and scheduling.

Mailchimp

Users say that they integrate Mailchimp with Pipedrive to manage email campaigns and track engagement, citing that it helps in identifying and nurturing leads.

Slack

Reviewers report that they use Slack with Pipedrive to receive real-time updates on deals and activities, saying that it improves team communication and collaboration.

Pipedrive Integrations (96)

-   [Act-On](https://www.capterra.com/p/103468/Act-On/)
-   [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)
-   [ActiveDEMAND](https://www.capterra.com/p/142305/ActiveDEMAND/)
-   [ActiveIQ](https://www.capterra.com/p/86971/ActiveConversion/)
-   [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)
-   [Aircall](https://www.capterra.com/p/184709/Aircall/)
-   [APIANT](https://www.capterra.com/p/155486/APIANT/)
-   [Apollo.io](https://www.capterra.com/p/158696/Apollo/)
-   [Asana](https://www.capterra.com/p/184581/Asana-PM/)
-   [Bedrock Data](https://www.capterra.com/p/156578/BedrockData/)
-   [Calendly](https://www.capterra.com/p/148036/Calendly/)
-   [CallHippo](https://www.capterra.com/p/159578/CallHippo/)
-   [Callmaker](https://www.capterra.com/p/152121/Callmaker/)
-   [Crossbeam](https://www.capterra.com/p/193156/Crossbeam/)
-   [Cyclr](https://www.capterra.com/p/158623/Cyclr/)
-   [Datananas](https://www.capterra.com/p/146879/Datananas/)
-   [Dealfront](https://www.capterra.com/p/154835/Leadfeeder/)
-   [Demodesk](https://www.capterra.com/p/180493/Demodesk/)
-   [Docusign](https://www.capterra.com/p/121506/Docusign/)
-   [Drip](https://www.capterra.com/p/164933/Drip/)
-   [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)
-   [Dryrun](https://www.capterra.com/p/135515/Dryrun/)
-   [Dux-Soup](https://www.capterra.com/p/210406/Dux-Soup/)
-   [FormCrafts](https://www.capterra.com/p/211812/FormCrafts/)
-   [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)
-   [Front](https://www.capterra.com/p/132901/Front/)
-   [Gmail](https://www.capterra.com/p/202338/Gmail/)
-   [Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)
-   [Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/)
-   [Google Drive](https://www.capterra.com/p/161425/Drive/)
-   [Google Maps](https://www.capterra.com/p/227511/Google-Maps/)
-   [Google Meet](https://www.capterra.com/p/176572/Google-Hangouts/)
-   [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)
-   [Gravity Forms](https://www.capterra.com/p/206381/Gravity-Forms/)
-   [Grow](https://www.capterra.com/p/136247/Grow/)
-   [HappyFox Chat](https://www.capterra.com/p/122234/HappyFox-Chat/)
-   [Help Scout](https://www.capterra.com/p/136909/Help-Scout/)
-   [Highrise](https://www.capterra.com/p/146703/Highrise/)
-   [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)
-   [Integrate.io](https://www.capterra.com/p/153780/Xplenty/)
-   [IntelligenceBank](https://www.capterra.com/p/121110/IntelligenceBank-DAM/)
-   [Intercom](https://www.capterra.com/p/134347/Intercom/)
-   [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)
-   [JustCall](https://www.capterra.com/p/157853/JustCall/)
-   [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/)
-   [Klenty](https://www.capterra.com/p/147408/Klenty/)
-   [Lead Liaison](https://www.capterra.com/p/124417/Lead-Liaison/)
-   [LeadBoxer](https://www.capterra.com/p/141290/LeadBoxer/)
-   [LeadRebel](https://www.capterra.com/p/192907/LeadRebel/)
-   [lemlist](https://www.capterra.com/p/173776/lemlist/)
-   [Lime Connect](https://www.capterra.com/p/131558/Userlike-Live-Chat/)
-   [LiveChat](https://www.capterra.com/p/62194/LiveChat/)
-   [Livestorm](https://www.capterra.com/p/153937/Livestorm/)
-   [Mailchimp](https://www.capterra.com/p/110228/MailChimp/)
-   [Mailjet](https://www.capterra.com/p/130105/Mailjet/)
-   [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)
-   [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)
-   [Microsoft Power Automate](https://www.capterra.com/p/227210/Microsoft-Power-Automate/)
-   [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)
-   [monday.com](https://www.capterra.com/p/147657/monday-com/)
-   [MRPeasy](https://www.capterra.com/p/134177/MRPEasy/)
-   [NativeForms](https://www.capterra.com/p/207543/NativeForms/)
-   [Operations Hub](https://www.capterra.com/p/226298/PieSync/)
-   [Outfunnel](https://www.capterra.com/p/181249/Outfunnel/)
-   [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)
-   [Plecto](https://www.capterra.com/p/160483/Plecto/)
-   [Proposable](https://www.capterra.com/p/122529/Proposable/)
-   [Proposify](https://www.capterra.com/p/133332/Proposify/)
-   [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)
-   [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)
-   [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)
-   [Referral Factory](https://www.capterra.com/p/218230/Referral-Factory/)
-   [RightSignature](https://www.capterra.com/p/220507/RightSignature/)
-   [Ruler Analytics](https://www.capterra.com/p/161093/Ruler-Analytics/)
-   [Seamless](https://www.capterra.com/p/207295/Seamless-AI/)
-   [Slaask](https://www.capterra.com/p/151616/Slaask/)
-   [Slack](https://www.capterra.com/p/135003/Slack/)
-   [Slemma](https://www.capterra.com/p/153269/Slemma/)
-   [Snov.io](https://www.capterra.com/p/182902/Snovio/)
-   [SupportBee](https://www.capterra.com/p/132028/SupportBee/)
-   [Surfe](https://www.capterra.com/p/211913/Leadjet/)
-   [Survicate](https://www.capterra.com/p/132914/Survicate/)
-   [Talkdesk](https://www.capterra.com/p/132852/Talkdesk/)
-   [Talkspirit](https://www.capterra.com/p/157400/talkSpirit/)
-   [TimelinesAI](https://www.capterra.com/p/211597/TimelinesAI/)
-   [Toky](https://www.capterra.com/p/156115/Toky/)
-   [Tray.io](https://www.capterra.com/p/162651/Tray-io/)
-   [Trello](https://www.capterra.com/p/211559/Trello/)
-   [Wishpond](https://www.capterra.com/p/145745/Wishpond/)
-   [Wiza](https://www.capterra.com/p/187039/Wiza/)
-   [Woodpecker.co](https://www.capterra.com/p/150484/Woodpecker/)
-   [Woopra](https://www.capterra.com/p/155465/Woopra/)
-   [Xero](https://www.capterra.com/p/120109/Xero/)
-   [Yesware](https://www.capterra.com/p/136698/Yesware/)
-   [Zapier](https://www.capterra.com/p/130182/Zapier/)
-   [Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)

For each product, we show you the most common integrations according to our user reviews and analyze themes in what reviewers say to highlight what you need to know.

## How does the user experience compare on Insightly vs Pipedrive?

### Overall rating

4.0 (654)

4.5 (3050)

### User interface

Insightly

Pipedrive

### Customer service and support

Insightly

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live rep)

Chat

Pipedrive

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live rep)

Chat

## What users say about the pros and cons of Insightly vs Pipedrive

These crm software solutions have been evaluated by verified reviewers on Capterra. Check out what real users say about Insightly and Pipedrive to find out which one would work best for your needs. Users appreciate Insightly for its CRM usage, noting its customization options and ease of use. They value its ability to manage customer relationships effectively and highlight its integration with various tools. Reviewers also praise Insightly's customization, mentioning the flexibility to tailor dashboards and custom objects. Additionally, they find its workflow management beneficial for automating processes and improving efficiency. Meanwhile, Pipedrive users commend its sales management capabilities, citing its intuitive interface and task automation. They also appreciate its CRM systems for boosting productivity and its customizable sales pipeline, which simplifies deal tracking and management. When it comes to cons, Insightly users mention limitations in integration capabilities and email management, as well as its relatively high pricing. As for Pipedrive, reviewers note issues with email integration, high pricing, and inadequate call management support. \[[2](#source-item-2)\]

Pros

Insightly

John M

Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years.

“Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients.“

December 16, 2025

WA

Wilcox A

Managing SolicitorLegal Services, 51 - 200 employeesUsed the software for: 6-12 months.

“We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.“

September 20, 2024

Pipedrive

Matt G

Account ExecutiveLegal Services, 2 - 10 employeesUsed the software for: 1-2 years.

“Overall it has helped me manage my funnel of leads much more effectively. If your company is sales focused it is built for that line of work“

February 19, 2026

DL

Daniela L

Sales ManagerComputer Software, 11 - 50 employeesUsed the software for: More than 2 years.

“It’s like having a chessboard where each piece represents a sales opportunity, and you can easily move them from one stage to another. Plus, the task automation is a lifesaver; it saves you tons of time on repetitive tasks. And the real-time reports are awesome for knowing exactly how your sales are doing without having to do any complicated calculations.“

August 21, 2024

Cons

Insightly

John M

Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years.

“The integrations with other applications wasn't as strong as I was looking for at the time.“

December 16, 2025

JK

Jamie K

Head of GrowthComputer Software, 11 - 50 employeesUsed the software for: 6-12 months.

“Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields.“

May 6, 2024

Pipedrive

MS

Marvin S

Product Development LeadComputer Software, 11 - 50 employeesUsed the software for: More than 2 years.

“I'm only reporting/reviewing from the perspective of an admin user, and the only downside I can see is that with the mass of our leads we need to temper ourselves when updating because of the 10k a day rate limit.“

July 24, 2024

JA

Josh A

Co-founder, VP of MarketingFood & Beverages, 2 - 10 employeesUsed the software for: 1-2 years.

“All the customization can make it difficult to decide how to best implement the services across the company.“

October 17, 2024

* * *

Sources

1.  Our research team identified features from vendor websites based on their analysis of what users find valuable or expect from crm software. This list is not exhaustive. For additional features, refer to the vendor’s website.
    
2.  Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score. They represent user opinion and do not represent the views of, nor constitute, an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar.
    

* * *

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