pipedrive vs. insightly : which CRM is the best for you?

BY Mark Howell6 July 20239 MINS READ
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When you're on the hunt for the perfect CRM tool to streamline your sales pipeline, two names might pop up frequently - Pipedrive and Insightly. You're left scratching your head, trying to figure out the difference between these two industry giants. Well, fret not! We're here to take you on a joy ride, exploring the exciting world of CRM tools and helping you choose the one that fits your business like a glove.

Understanding CRM

Before we dive into the detailed comparison, let's lay down the foundation. A Customer Relationship Management (CRM) tool is like your business's personal assistant, helping you manage and analyze customer interactions throughout the lifecycle. From nurturing leads to converting them into customers, a CRM tool is a trusty companion that helps businesses provide top-notch customer service, create effective marketing strategies, and achieve skyrocketing sales.

So, when it comes to Pipedrive and Insightly, we're comparing two heavyweights with strong offerings in the CRM space. With a plethora of features, both cater to a range of businesses, from startups to larger corporations. However, each has its unique strengths and weaknesses, depending on your specific needs.

Pipedrive: Simplifying Sales

First on the podium is Pipedrive, a cloud-based CRM tool designed to simplify your sales process. Known for its simplicity and ease of use, Pipedrive is all about streamlining the sales pipeline for your business. With a visually appealing interface, managing leads and tracking deals becomes as easy as pie.

  1. Lead Management: Pipedrive provides an interactive visual pipeline that enables you to track leads and deals at every stage. You can also customize these stages to align with your business's specific process.
  2. Contact Management: Store, manage, and update customer information at a centralized location with a few simple clicks.
  3. Sales Forecasting: With Pipedrive's built-in sales forecasting feature, you get a real-time snapshot of your future revenue. Isn't it amazing to have a crystal ball that predicts your sales?
  4. Integration: Pipedrive plays well with others. It integrates seamlessly with popular applications like Google Apps, MailChimp, and Trello, enhancing its functionality.

With all these nifty features, Pipedrive is a solid contender if you're looking for a CRM that's user-friendly and sales-focused. But how does it stack up against Insightly? Let's find out!

Insightly: Deep Dive into Customer Relationships

Next in line is Insightly, a robust CRM solution that takes a deep dive into customer relationships. This tool is not just about sales; it's about building long-lasting relationships with your customers, thanks to its robust contact and project management features.

  1. Detailed Contact Profiles: Insightly lets you create detailed customer profiles, keeping track of each interaction and history.
  2. Project Management: It goes beyond a typical CRM by incorporating project management features. You can track project progress, set milestones, and assign tasks, keeping everyone on the same page.
  3. Business Intelligence: Insightly's business intelligence tools provide in-depth analysis and reports, offering actionable insights to help improve business operations.
  4. Customization and Integration: Customize Insightly to suit your needs and integrate it with a variety of popular business apps like Google Workspace, Office 365, and Dropbox.

While Insightly may require a steeper learning curve than Pipedrive, its comprehensive set of features provides a 360-degree view of your customer relationships. However, choosing between Pipedrive and Insightly is not just about comparing features. It's about understanding what your business needs.

As we delve deeper into the capabilities of Pipedrive and Insightly, we'd also like to mention the up-and-coming platform, Edworking. This all-in-one remote work platform integrates key features like task management, file sharing, meetings, and more, providing a comprehensive solution for businesses operating in the gig economy. Similar to the CRM tools, Edworking simplifies operations and promotes productivity, setting the stage for successful remote collaboration. Imagine how powerful your business could be if you found the perfect CRM to complement a tool like Edworking!

Comparing Pipedrive and Insightly: Feature by Feature

Let's put Pipedrive and Insightly under a microscope and examine them feature by feature.

Ease of Use

When it comes to usability, Pipedrive takes the cake with its simple, intuitive interface. The drag-and-drop feature makes it a breeze to manage deals across different stages of the sales pipeline. On the other hand, Insightly offers a more detailed approach, but this can sometimes translate into complexity, especially for first-time users.


In the battle of the wallets, Pipedrive and Insightly offer various plans to suit different budget ranges. Pipedrive's pricing starts at $12.50 per user per month, billed annually. On the flip side, Insightly offers a free plan for up to two users, with paid plans starting at $29 per user per month.

Customer Support

Both Pipedrive and Insightly offer excellent customer support, including 24/7 live support, tutorials, and a comprehensive knowledge base. However, users have reported faster response times with Pipedrive's support team.

Customization and Integrations

Both CRM tools excel in this domain, offering robust customization options and seamless integration with popular business apps. However, Insightly goes a step further with its project management features, making it a more comprehensive solution for businesses looking for a CRM plus project management tool.

The Final Verdict: Pipedrive vs Insightly

Choosing between Pipedrive and Insightly is like picking between a chocolate chip cookie and a double fudge brownie - it all boils down to your taste (or in this case, your business needs!). If you're looking for a simple, sales-focused CRM, Pipedrive might be the right choice for you. However, if your business needs a CRM with robust project management and deep-dive customer relationship features, Insightly could be your ideal pick.

Remember, the best CRM for you is the one that ticks most boxes on your checklist. So, take the time to evaluate your needs, test-drive both tools, and see which one feels like a perfect fit.


And there you have it, folks! We've taken a thrilling ride through the CRM landscape, exploring the nitty-gritty of Pipedrive and Insightly. We've weighed their pros and cons, compared their features, and provided a glimpse into what each has to offer.

At the end of the day, whether you go for Pipedrive's simplicity or Insightly's comprehensiveness, remember that the right CRM tool can be a game-changer for your business. It's like hiring a superhero that's always ready to save the day by keeping your sales pipeline running smoothly and your customers satisfied.

As the gig economy continues to flourish and businesses increasingly embrace remote work, consider how a tool like Edworking could complement your chosen CRM, further streamlining operations and promoting productivity.

It's a brave new world out there, and with the right tools at your disposal, you're all set to conquer it!


What is a CRM?

A CRM, or Customer Relationship Management system, is a technology tool that businesses use to manage and analyze customer interactions and data throughout the customer lifecycle. The goal of using a CRM is to improve customer service relationships, assist in customer retention, and drive sales growth. A CRM system can compile information from various channels, including a company's website, email, telephone, live chat, and social media, providing a clear overview of each customer in real time.

How does a CRM system work?

A CRM system records customer contact information such as email, telephone, and social media details. It can also automatically pull in other information, such as recent news about the company's activity, and it can store details like a client's personal preferences on communications. The CRM tool organizes this information to give you a complete record of individuals and companies, so you can better understand your relationship over time.

Why is a CRM important for my business?

A CRM system helps in several ways such as providing a clear overview of your customers. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more. You can even choose to include information from their public social media activity — their likes and dislikes, what they are saying and sharing about you or your competitors. Marketers can use a CRM to understand the pipeline of sales or prospects coming in, making forecasting simpler and more accurate.

What is the difference between Pipedrive and Insightly?

Pipedrive and Insightly are both powerful CRM tools but they cater to different business needs. Pipedrive is a sales-focused CRM designed for teams that want to keep track of their sales pipeline and optimize their sales processes. Insightly, on the other hand, is a CRM that is more focused on project management, making it a good fit for businesses that want to manage customer relationships and projects from the same platform.

How can I choose between Pipedrive and Insightly?

Choosing between Pipedrive and Insightly will largely depend on your specific business needs. If you are a sales-focused business and you require a CRM that can optimize your sales pipeline and provide robust sales analytics, Pipedrive may be the better choice for you. If your business needs a CRM that provides strong project management capabilities, and you want to manage both customer relationships and projects from the same platform, Insightly may be the better fit.

What other tools can complement a CRM system?

A range of other tools can complement a CRM system. These include communication tools like chat and video conferencing, project management tools, file sharing tools, document collaboration tools, and more. For example, Edworking is an all-in-one remote work platform that integrates task management, file sharing, meetings, and more, streamlining operations and promoting productivity in the gig economy, which can complement your chosen CRM system.

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About the Author: Mark Howell LinkedinMark Howell is a talented content writer for Edworking's blog, consistently producing high-quality articles on a daily basis. As a Sales Representative, he brings a unique perspective to his writing, providing valuable insights and actionable advice for readers in the education industry. With a keen eye for detail and a passion for sharing knowledge, Mark is an indispensable member of the Edworking team. His expertise in task management ensures that he is always on top of his assignments and meets strict deadlines. Furthermore, Mark's skills in project management enable him to collaborate effectively with colleagues, contributing to the team's overall success and growth. As a reliable and diligent professional, Mark Howell continues to elevate Edworking's blog and brand with his well-researched and engaging content.
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