Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Pipeline CRM
Pipeline CRM is a sales-focused management platform designed to help small and mid-sized businesses organize leads, track deal progress, and automate follow-ups to close more sales faster.
Quick Comparison
| Feature | Insightly | Pipeline CRM |
|---|---|---|
| Website | insightly.com | pipelinecrm.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $25/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2006 |
| Headquarters | San Francisco, USA | Seattle, USA |
Overview
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Pipeline CRM
Pipeline CRM focuses on making your sales process as visible and frictionless as possible. Instead of fighting with complex enterprise tools, you get a streamlined interface where you can track every lead, contact, and deal in one central hub. It helps you eliminate the guesswork from your morning by showing exactly which prospects need a follow-up and which deals are ready to close.
You can manage your entire sales funnel using visual pipelines that reflect your actual business stages. The platform excels at removing administrative hurdles by syncing your emails and automating task reminders. Whether you are a solo founder or a growing sales team, it provides the reporting and organization you need to grow your revenue without the steep learning curve of larger systems.
Overview
Insightly Features
- Relationship Linking Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Pipeline CRM Features
- Visual Pipeline Management. See exactly where every deal stands in your sales cycle with a clear, drag-and-drop interface that tracks progress.
- Email Sync and Tracking. Connect your Gmail or Outlook account to automatically log conversations and see exactly when prospects open your messages.
- Unlimited Custom Fields. Tailor your data collection by adding as many custom fields as you need to track industry-specific lead information.
- Automated Task Reminders. Set up automatic follow-up reminders so you never miss a critical touchpoint with a high-value prospect again.
- Sales Forecasting Reports. Generate instant reports to predict future revenue and identify which stages of your funnel need more attention.
- Mobile Sales App. Access your entire database, update deal statuses, and call contacts directly from your phone while working in the field.
Pricing Comparison
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Pipeline CRM Pricing
- Unlimited records and deals
- Basic sales pipeline
- Email tracking and sync
- Mobile app access
- File storage
- Standard integrations
- Everything in Start, plus:
- Multiple sales pipelines
- Automated sales flows
- Advanced reporting tools
- Custom profile permissions
- API access
Pros & Cons
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription
Pipeline CRM
Pros
- Extremely short learning curve for new sales reps
- Clean and uncluttered interface improves daily focus
- Reliable two-way email sync with major providers
- Highly responsive customer support team based in US
Cons
- Limited marketing automation compared to larger suites
- Reporting customization can feel restrictive for power users
- Basic tier lacks some essential automation features