Overview: Insightly CRM and Pipedrive as CRM Category solutions.

Insightly CRM and Pipedrive both operate in the CRM space but cater to different business needs. Insightly CRM is often chosen for its strong integration capabilities and custom reporting, making it highly suitable for large enterprises in information technology and financial services. Contrastingly, Pipedrive excels with its user-friendly interface and robust data import features, attracting larger enterprises with a focus on sales growth and marketing analytics.

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Pipedrive: Pipedrive is rated as the #1 user-friendly CRM tool. A 14-day free trial is offered to help grow your business and gain qualified leads.

Insightly CRM and Pipedrive: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM excels in contact list and engagement management, crucial for businesses managing extensive customer interactions. Workflow management and lead tracking are vital, offering substantial support in organizing tasks and monitoring potential clients. Insightly's capabilities align with complex operational needs where comprehensive management of relationships is essential. read more →

Pipedrive's strengths lie in engagement management and lead generation, focusing on proactive follow-ups. The system supports sales document management, enhancing sales teams' efficiencies. Pipedrive tailors its capabilities to businesses needing streamlined processes and dynamic lead generation strategies. read more →

Business Goals

Insightly CRM focuses on enhancing customer relationships and acquiring new clients. Its goals include increasing sales and revenue, important for businesses aiming for market expansion. Primarily, it aids companies intending to foster lasting stakeholder relations. read more →

Pipedrive helps increase sales and revenue while acquiring customers efficiently. It supports businesses aiming to enhance internal communications. Its goal to scale best practices makes it suited for businesses refining their sales processes. read more →

Core Features

Insightly CRM stands out with custom reports, extensive data import functions, and integration options. These features support businesses requiring detailed analytics and smooth data transitions. The platform is ideal for entities prioritizing security and compliance in their operations. read more →

Pipedrive excels with its custom report generation and strong integration capabilities. Features like easy data migration and advanced analytics benefit companies focused on informed decision-making. Pipedrive meets needs with robust AI-powered tools, aligning with businesses emphasizing cutting-edge technology. read more →

Vendor Support

Insightly CRM offers extensive 24/7 support with email and phone options, appealing to larger enterprises needing constant support. Customer preferences indicate a demand for reliable assistance to match complex operational setups. read more →

Pipedrive provides comprehensive 24/7 support, including phone and email, accommodating businesses that rely on immediate problem-solving help. This reflects its use among larger organizations with advanced, time-sensitive CRM needs. read more →

Segments and Industries

Insightly CRM is predominantly used by large enterprises and IT services. Its versatility appeals to financial services and educational sectors. This usage highlights its adaptability across various complex industries. read more →

Pipedrive predominates in large enterprises, focusing on computer software and marketing firms. Its penetration into IT services underscores its efficacy in tech-driven sectors, where analytics and lead management are prime concerns. read more →

Operational Alignment

Insightly CRM aligns with workflows demanding extensive communication management and sales integration. It's tailored for larger companies with complex stakeholder dynamics, fitting multinational operations. read more →

Pipedrive seamlessly integrates into businesses keen on simple sales process enhancements. Designed for scalable environments, it is an ideal solution for enterprises focusing on sales team efficiencies and innovation in CRM. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

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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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Pipedrive

What Are the key features of Insightly CRM and Pipedrive for Engagement Management?

Insightly CRM and Pipedrive are both CRM tools that help users track and follow up with leads and opportunities. Insightly CRM allows for grouping clients and following up with leads on a regular basis. Pipedrive highlights leads that need follow up based on specific criteria set by the user. Insightly CRM integrates seamlessly with Gmail and Outlook, while Pipedrive has an API that allows for automation. Both tools have limitations, for example, Insightly CRM takes time to set up and Pipedrive lacks an address or contact book separate from the pipeline screen.

"...The main requirements are: prompt follow up phone calls, emails etc, and to keep records of previous interactions...." Peer review by Director in Professional Services

"...You can likewise, send messages from straightforwardly inside the CRM's stage; sparing you an opportunity to connect more with potential customers and helps the procedure for monitoring follow-up arrangements and subsequent stage activity things (disclosure calls, introductions, proposition)...." Peer review by Hannah E, Sales Specialist

Why is Insightly CRM and Pipedrive the best choice for Lead Tracking?

Insightly Crm and Pipedrive both track leads and opportunities. Both allow users to create custom settings to manage leads and opportunities. However, Insightly Crm provides additional features such as relationship linking, contact management, and email tracking. Pipedrive focuses on simplifying lead tracking and deal management, but lacks features such as advanced reporting. Pipedrive has limitations in tracking deals with extensive historical information and does not include a map-based feature to track lead locations.

"...We are using it as a CRM to track leads, sales, revenue opportunities and closed business...." Peer review by Marc Kleiman, National Sales & Marketing Manager, CP Rankin Inc., Roof Management & Contracting

"...No training required Great sales tool Excellent for tracking activities and deals . ...." Peer review by Lyndsay B., Sales, Manufacturing

How does Insightly CRM and Pipedrive facilitate Communication Management?

Insightly CRM and Pipedrive both allow for email tracking and sending. Insightly CRM emphasizes linking emails to records, while Pipedrive prioritizes tracking email engagement and sales pipeline management. Insightly CRM offers email templates, but Pipedrive lacks this feature. However, both systems have limitations, such as email tracking issues and occasional delays.

"...Insightly allows us to assign the task, have a record for when it was performed, and send out an email to those contacts after it has been completed...." Peer review by Nicholas D, Founder, Creative Director, Marketing and Advertising

"...I was able to automate and integrate tools that make setting up appointments, send emails, and track new leads easily...." Peer review by Kathryn H, Sales Manager, Information Technology and Services