# Insightly vs Pipedrive

| Attribute | Insightly | Pipedrive |
|---|---|---|
| **vioscaleAI score** | 65 (56% (medium)) | 67.6 (57% (medium)) |
| content.faq | `[{"answer":"A unified CRM system that centralizes customer data, automates marketing campaigns, manages sales pipelines, and integrates with third-party applications through built-in workflows. It is indexed under CRM Software.","source":"https://www.insightly.com/pricing-plans/","question":"What is Insightly?","confidence":0.6},{"answer":"Insightly is a paid product; published pricing starts at $29 per user per month. It is sold across 12 plans (CRM Plus, CRM Professional, CRM Enterprise and Marketing Plus). There is no free tier. Pricing changes often, so verify at source before relying on it.","source":"https://www.insightly.com/pricing-plans/","question":"How much does Insightly cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Insightly. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What platforms does Insightly support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Insightly, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.insightly.com/pricing-plans/","question":"Can Insightly be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for Insightly, including Google, Microsoft, MS 365, PandaDoc, QuickBooks, Xero, DocuSign and Shopify, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What does Insightly integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, HIPAA and GDPR for Insightly. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Insightly not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.insightly.com/security-compliance/","question":"What security certifications does Insightly have?","confidence":0.7},{"answer":"Insightly is available worldwide. Its primary market is the United States.","source":"https://www.insightly.com/pricing-plans/","question":"Where is Insightly available?","confidence":0.5}]` | `[{"answer":"Pipedrive is a cloud-based sales customer relationship management platform that helps sales teams organize prospects, track deals, and automate their sales processes. It emphasizes visual pipeline management using kanban-style boards and is built around activity-based selling, prioritizing concrete actions that advance sales outcomes.","source":"https://www.pipedrive.com","question":"What is Pipedrive and what is it designed for?","confidence":0.95},{"answer":"Pipedrive is proprietary, commercial software offered as a Software-as-a-Service product. It is not open-source and is privately held, backed by investment from Vista Equity Partners.","source":"https://www.pipedrive.com/en/about","question":"Is Pipedrive open-source or commercial software?","confidence":0.95},{"answer":"Pipedrive operates on a freemium model with a 14-day free trial that does not require a credit card. After the trial expires, access to the platform requires a paid subscription, with multiple tiers available to accommodate different team sizes and feature requirements.","source":"https://www.pipedrive.com","question":"What is Pipedrive's pricing model?","confidence":0.92},{"answer":"Pipedrive supports over 500 third-party integrations through its marketplace, including popular tools like Zapier, Slack, Zoom, Gmail, Microsoft Teams, QuickBooks, and Trello. The platform also provides a free API and webhook support for building custom integrations.","source":"https://www.pipedrive.com/en/integrations","question":"How many integrations does Pipedrive support?","confidence":0.94},{"answer":"Pipedrive is accessible as a web application via any browser and offers native mobile applications for iOS and Android. This allows sales teams to access their pipeline and customer data from desktop, tablet, or smartphone.","source":"https://www.pipedrive.com","question":"What platforms and devices can access Pipedrive?","confidence":0.93},{"answer":"Pipedrive includes an AI sales assistant that provides personalized recommendations, AI-powered email writing, email summarization, and automated sales report generation. These features help sales teams save time on administrative tasks and gain data-driven insights into deal progression.","source":"https://www.pipedrive.com/en/features","question":"Does Pipedrive include artificial intelligence features?","confidence":0.91},{"answer":"Pipedrive serves over 100,000 companies across 179 countries and facilitates approximately 100 million deals annually on its platform. The company was founded in Estonia in 2010 and has grown to employ over 850 people across eight countries.","source":"https://www.pipedrive.com/en/about","question":"How large is Pipedrive's user base and market presence?","confidence":0.94},{"answer":"Common alternatives to Pipedrive include HubSpot, Salesforce, Microsoft Dynamics 365, Zoho CRM, and Freshsales, among others. These platforms serve similar sales management functions but differ in complexity, pricing, and feature depth, with some targeting enterprise markets while others focus on small-to-medium-sized businesses.","source":"https://www.pipedrive.com","question":"What are common alternatives to Pipedrive?","confidence":0.88}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | An accessible customer relationship management system that centralizes customer data and supports integration with email, calendar, project management, finance, and support tools to streamline team workflows. | A sales CRM that enables teams to track sales pipelines, qualify leads, manage deals, and automate sales workflows to boost sales efficiency and revenue |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` |
| integrations.count | 2,000 | 16 |
| integrations.list | `[{"name":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"},{"name":"Unbounce","native":true,"category":"marketing","direction":"inbound"},{"name":"Outlook","native":true,"category":"email","direction":"bidirectional"},{"name":"Slack","native":true,"category":"chat","direction":"outbound"}]` | `[{"name":"Zapier"},{"name":"WhatsApp Business"},{"name":"Surfe"},{"name":"JustCall"},{"name":"Microsoft Teams"},{"name":"Google Meet"},{"name":"Gmail"},{"name":"Outlook"},{"name":"Zoom"},{"name":"Lemlist"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"sevdesk"},{"name":"Lexware"},{"name":"Asana"},{"name":"SMS API"},{"name":"SallyAI"},{"name":"LinkedIn"},{"name":"CloudTalk"},{"name":"Xero","native":false,"category":"accounting"},{"name":"Trello","native":false,"category":"project_management"},{"name":"Facebook","native":false},{"name":"SMS API INTEGRATOR","native":false},{"name":"Apollo.io","category":"lead-gen","direction":"outbound"},{"name":"Pipedrive Gmail add-on","category":"email","direction":"bidirectional"},{"name":"Outlook Add-in","category":"email","direction":"bidirectional"},{"name":"Zendesk","category":"support","direction":"bidirectional"},{"name":"Demodesk","native":false}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"ios":true,"web":true,"android":true}` |
| pricing | `{"type":"hybrid","plans":[{"free":false,"name":"CRM Plus","summary":"$29/user/month billed annually. 14-day free trial.","features":["Lead and contact management","Project management","Advanced reports","Pre-built business dashboards"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Entry-level CRM with lead and contact management","contactSales":false,"includedLimits":{"records":"100,000","file_storage":"10 GB","custom_fields":"50"}},{"free":false,"name":"CRM Professional","summary":"$49/user/month billed annually. 14-day free trial.","features":["All Plus features","Lead assignment and routing","Workflow automation","AI Copilot","Email summaries and replies"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"CRM with workflow automation and AI Copilot","contactSales":false,"includedLimits":{"records":"250,000","file_storage":"100 GB","custom_fields":"100"}},{"free":false,"name":"CRM Enterprise","summary":"$99/user/month billed annually.","features":["All Professional features","Sandboxes","Products, pricebooks, and quotes","Comprehensive audit logging","Custom validation rules","SAML/SCIM SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise CRM with advanced customization and audit logging","contactSales":true,"includedLimits":{"records":"500,000","file_storage":"250 GB","custom_fields":"200"}},{"free":false,"name":"Marketing Plus","summary":"$99/account/month.","features":["Email marketing automation","Prospect scoring","A/B testing","Built-in dashboards"],"commitment":"annual","components":[{"kind":"fixed","amount":99,"period":"month","currency":"USD"}],"description":"Email marketing automation for 2,000 prospects","contactSales":true,"includedLimits":{"prospects":"2,000","monthly_email_volume":"10,000"}},{"free":false,"name":"Marketing Professional","summary":"$499/account/month.","features":["All Plus features","Custom scoring models","Advanced prospect tracking","Unlimited role-based permissions"],"commitment":"annual","components":[{"kind":"fixed","amount":499,"period":"month","currency":"USD"}],"description":"Marketing automation for 10,000 prospects with custom scoring","contactSales":true,"includedLimits":{"prospects":"10,000","monthly_email_volume":"50,000"}},{"free":false,"name":"Marketing Enterprise","summary":"$999/account/month.","features":["All Professional features","Comprehensive audit logging","Calculated fields","Custom validation rules"],"commitment":"annual","components":[{"kind":"fixed","amount":999,"period":"month","currency":"USD"}],"description":"Marketing automation for 20,000 prospects with advanced rules","contactSales":true,"includedLimits":{"prospects":"20,000"}},{"free":false,"name":"Support Plus","summary":"$29/user/month.","features":["Comprehensive ticket editor","SLA tracking","Configurable email macros","Customizable reports"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Support ticketing with SLA tracking","contactSales":true},{"free":false,"name":"Support Professional","summary":"$49/user/month.","features":["All Plus features","Customer satisfaction surveys","Custom ticket automations","Portal customization"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Support ticketing with customer surveys and portal customization","contactSales":true},{"free":false,"name":"Support Enterprise","summary":"$99/user/month.","features":["All Professional features","Comprehensive audit logging","Custom validation rules","Unlimited brands and portals"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise support with unlimited portals and audit logging","contactSales":true},{"free":false,"name":"AppConnect Standard","summary":"$249/month + $3,000 setup for 25,000 tasks/month.","features":["Drag-and-drop workflow builder","No-code integration","2000+ app integrations"],"commitment":"annual","components":[{"kind":"fixed","amount":249,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 25,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"25,000"}},{"free":false,"name":"AppConnect Professional","summary":"$799/month + $3,000 setup for 100,000 tasks/month.","features":["All Standard features","Custom AppConnect development","AWS Lambda support"],"commitment":"annual","components":[{"kind":"fixed","amount":799,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 100,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"100,000"}},{"free":false,"name":"AppConnect Enterprise","summary":"$1,899/month + $3,000 setup for 250,000 tasks/month.","features":["All Professional features","Enterprise support","Priority development"],"commitment":"annual","components":[{"kind":"fixed","amount":1899,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 250,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"250,000"}}],"addOns":[{"name":"Additional AppConnect tasks","components":[{"per":{"qty":25000,"unit":"tasks"},"kind":"metered","amount":249,"currency":"USD"}]}],"summary":"From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.","currency":"USD","freeTier":false,"sourceUrl":"https://www.insightly.com/pricing-plans/","retrievedAt":"2026-08-16T20:55:38.163Z","freeTrialDays":14,"startingPrice":{"amount":29,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":false,"name":"Starter","summary":"£14/user/mo","features":["Lead, calendar and pipeline management","Real-time sales feed","500+ integrations"],"components":[{"kind":"per_unit","unit":"seat","amount":14,"period":"month","currency":"GBP"}],"description":"Basic pipeline and lead management with integrations","contactSales":false},{"free":false,"name":"Lite","summary":"£39/user/mo","features":["Full email sync with tracking","Automations and nurturing sequences","Subscriptions and forecast reports","Meeting scheduler and contacts timeline"],"components":[{"kind":"per_unit","unit":"seat","amount":39,"period":"month","currency":"GBP"}],"description":"Email sync, automation sequences, and revenue forecasting","contactSales":false},{"free":false,"name":"Growth","summary":"£59/user/mo","features":["Lead generation and routing","Custom scoring and company data enrichment","AI-powered multi-email tools","E-signatures for quotes and proposals"],"components":[{"kind":"per_unit","unit":"seat","amount":59,"period":"month","currency":"GBP"}],"description":"Lead generation routing, AI email tools, and contract e-signatures","contactSales":false},{"free":false,"name":"Premium","summary":"£79/user/mo","features":["Account security rules and alerts","Phone and email data enrichment","Sandbox testing account","Extended phone support"],"components":[{"kind":"per_unit","unit":"seat","amount":79,"period":"month","currency":"GBP"}],"description":"Advanced security rules, data enrichment, and extended support","contactSales":false}],"addOns":[{"name":"LeadBooster"}],"summary":"From £14/user/mo. Free 14-day trial.","currency":"GBP","freeTier":true,"sourceUrl":"https://www.pipedrive.com/en/pricing","retrievedAt":"2026-09-03T17:51:53.903Z","freeTrialDays":14,"startingPrice":{"unit":"seat","amount":14,"period":"month","currency":"GBP"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | yes |
| pricing.model | commercial | commercial |
| pricing.price_level | unknown | unknown |
| pricing.starting_price | - | `{"amount":14,"currency":"GBP"}` |
| pricing.transparent | no | no |
| release.cadence_days | - | 30 |
| reliability.sla_pct | 99.95 | 99.9 |
| reliability.status_page | yes | yes |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.hipaa | yes | - |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |

## Capabilities (CRM Software)

| Capability | Insightly | Pipedrive |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | ✓ | ✓ |
| **Communication** |  |  |
| Email sync & tracking | ✓ | ✓ |
| **Automation** |  |  |
| Marketing automation | ✓ | ✓ |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✓ | ✓ |
| **Access** |  |  |
| Native mobile app | ✓ | ✓ |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-16T19:21:59.634Z. "-" = undocumented, not absent.*