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Insightly CRM vs Pipedrive: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Insightly CRM vs. Pipedrive is based on a specific set of business needs and context. The comparison uses 30116 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Pipedrive

Insightly CRM, Pipedrive, Freshsales, Pipeline CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.

Pipedrive focuses on Engagement Management with E-Mail, Lead Tracking, Lead Management, Sales Document Management with E-Mail, etc.

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. " - Jamie Paton

"A small percentage of solar companies do everything from A to Z in terms of designing the systems, getting them permitted and ready to install, doing that install, and then sorting out maintenance and the warranty service down the line. We are one o...f those companies. " - Mitch Workman

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Insightly CRM

Focus area

Insightly CRM is better than Pipedrive for

Software Failure Risk

  • medium

logo Pipedrive

Focus area

Pipedrive is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Sales CRM & Pipeline Management Software

Age

2009

2010

Financials

SERIES C

SERIES C

Business Need

Total Processes
(we found evidences for)

108

128

Total Goals
(we found evidences for)

13

20

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



opportunity management


generation of new leads


conversion management


relationship management



campaign management

campaign monitoring




business development



social media management

social media analytics

managing social media account


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score




competitive intelligence





follower management


rating and review management






customer case management




sales review & feedback


lifetime value management


revenue cycle management



loyalty management

identify target customers


trade show marketing



calendar management


advocacy management


sales commission management


discount management


promotion management




motivation management



renewal management


personalized marketing





content management


lead qualification

lead qualification: demographic

lead qualification: technographic


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition


community building



payment management


touchpoint management



performance management


social media marketing


segmentation and targeting


channel management


conference call management


outbound marketing


referral management



subscription management



community marketing


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Launch new products

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Increase average basket value

  • See 10 more
  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Build brand awareness

  • Shorten ramp up time

  • Grow market share

  • Improve brand engagement

  • Launch new products

  • Establish thought leadership

  • Improve stakeholder relations

  • Improve navigation

  • Increase average basket value

  • Increase customer life time value

  • Improve digital and social presence

  • See 17 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • point of sale

  • social media

  • mobile app

  • on premises

  • chat

  • newsletter

  • promotions

  • games

  • video

  • user generated content

  • blogs

  • text SMS

  • Facebook

  • Slack

  • causes and charity

  • trade shows

  • support groups

  • LinkedIn

  • review sites

  • coupons

  • Amazon

  • events

  • channel partners

  • G2crowd

  • Skype

  • See 27 more
  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • point of sale

  • social media

  • mobile app

  • on premises

  • chat

  • newsletter

  • promotions

  • games

  • video

  • user generated content

  • blogs

  • text SMS

  • Facebook

  • Slack

  • causes and charity

  • trade shows

  • support groups

  • LinkedIn

  • review sites

  • coupons

  • Amazon

  • events

  • channel partners

  • G2crowd

  • Skype

  • See 27 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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low

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Business Setting