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Compare Insightly CRM vs Pipeline CRM

Comparison Summary

This comparison report of Insightly CRM vs. Pipeline CRM is based on a specific set of business needs and context. The comparison uses 18061 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Insightly CRM and Pipeline CRM

Insightly CRM, Pipeline CRM, Freshsales, Microsoft Dynamics 365 for Sales, 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.

Pipeline CRM focuses on Engagement Management, Lead Tracking with E-Mail, Communication Management with E-Mail, Contact List Management, etc.

"Insightly does everything in the most intuitive way possible. " - Seth Rodden

"The clients that I introduced Pipeline CRM to over the years are still using it today and they absolutely love it. That's a great testimony to the product. It keeps getting better. " - Michael Lang

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 Pipeline CRM for

Software Failure Risk

  • medium

logo Pipeline CRM

Focus area

Pipeline CRM is better than Insightly CRM for

Software Failure Risk

  • medium

About

CRM Software for Gmail, G Suite and Outlook.

Sales Pipeline Enablement Platform

Age

2009

2006

Financials

SERIES C

SERIES A

Business Need

Total Processes
(we found evidences for)

108

98

Total Goals
(we found evidences for)

13

14

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


pipeline management


campaign management

campaign monitoring




business development


helpdesk management


social media management

social media analytics


training & onboarding




sales call management

meeting management


products & pricelist management


knowledge management



customer feedback management

measuring customer satisfaction

measuring net promoter score



account management


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


membership management


courses & assessment

track learning progress




international marketing


merger and acquisition



performance management


category management



conference call management


subscription management


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 ROI

  • Grow market share

  • Improve stakeholder relations

  • Scale best practices

  • Enter new markets internationally or locally

  • Launch new products

  • Improve navigation

  • Improve visibility

  • Shorten ramp up time

  • Establish thought leadership

  • See 11 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • website

  • mobile app

  • offline

  • on premises

  • point of sale

  • video

  • user generated content

  • blogs

  • chat

  • social media

  • LinkedIn

  • trade shows

  • events

  • Slack

  • text SMS

  • print media

  • magazine

  • Facebook

  • promotions

  • review sites

  • Amazon

  • display advertisement

  • games

  • See 23 more
  • e-mail

  • phone calls

  • mobile

  • website

  • mobile app

  • offline

  • on premises

  • point of sale

  • video

  • user generated content

  • blogs

  • chat

  • social media

  • LinkedIn

  • trade shows

  • events

  • Slack

  • text SMS

  • print media

  • magazine

  • Facebook

  • promotions

  • review sites

  • Amazon

  • display advertisement

  • games

  • See 23 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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low

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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