Insightly vs Pipeliner CRM
On the evidence we track, Insightly leads this comparison with a composite score of 65/100. Scores are only directly comparable because these tools share a category; the full breakdown and every source is below.
Capabilities
Feature-by-feature on the axes that matter for crm software. “-” means undocumented, not absent.
What each one is
The product in its own terms, so the numbers below have context.
Insightly
LeaderAn 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.
Pipeliner CRM
A sales management platform that maintains automatic two-way data synchronization with QuickBooks, enabling teams to manage customer relationships and deals while viewing real-time accounting information from a single system.
Pricing
List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.
Insightly
LeaderFrom $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.
- CRM Plus$29/user/month billed annually. 14-day free trial.
- Lead and contact management
- Project management
- Advanced reports
- Pre-built business dashboards
- CRM Professional$49/user/month billed annually. 14-day free trial.
- All Plus features
- Lead assignment and routing
- Workflow automation
- AI Copilot
- Email summaries and replies
- CRM EnterpriseContact sales
- All Professional features
- Sandboxes
- Products, pricebooks, and quotes
- Comprehensive audit logging
- Custom validation rules
- +1 more
- Marketing PlusContact sales
- Email marketing automation
- Prospect scoring
- A/B testing
- Built-in dashboards
- Marketing ProfessionalContact sales
- All Plus features
- Custom scoring models
- Advanced prospect tracking
- Unlimited role-based permissions
- Marketing EnterpriseContact sales
- All Professional features
- Comprehensive audit logging
- Calculated fields
- Custom validation rules
- Support PlusContact sales
- Comprehensive ticket editor
- SLA tracking
- Configurable email macros
- Customizable reports
- Support ProfessionalContact sales
- All Plus features
- Customer satisfaction surveys
- Custom ticket automations
- Portal customization
- Support EnterpriseContact sales
- All Professional features
- Comprehensive audit logging
- Custom validation rules
- Unlimited brands and portals
- AppConnect StandardContact sales
- Drag-and-drop workflow builder
- No-code integration
- 2000+ app integrations
- AppConnect ProfessionalContact sales
- All Standard features
- Custom AppConnect development
- AWS Lambda support
- AppConnect EnterpriseContact sales
- All Professional features
- Enterprise support
- Priority development
Pipeliner CRM
From $25/user/month (annual billing). 14-day free trial, no credit card required.
- Start$25/user/mo (annual) or $29/user/mo (monthly)
- 1 Sales Pipeline
- Contact/people management
- 250 active deals
- Company/customer management
- Unlimited file storage
- +9 more
- Develop$33/user/mo (annual) or $39/user/mo (monthly)
- 2 Sales Pipelines
- Contact/people management
- 2,500 active deals
- Company/customer management
- Unlimited file storage
- +15 more
- Grow$49/user/mo (annual) or $59/user/mo (monthly)
- 5 Sales Pipelines
- Contact/people management
- Unlimited active deals
- Company/customer management
- Unlimited file storage
- +18 more
- EnterpriseContact sales
- 20 Sales Pipelines
- Unlimited active deals
- People and company management
- Unlimited file storage
- Enterprise-grade security
- +2 more
Platform & deployment
Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.
Integrations
What each product connects to. Counts come from the vendor's own integration directory where one exists.
- QuickBooks
Insightly
Leader- Microsoft
- MS 365
- PandaDoc
- Xero
- DocuSign
- Shopify
- WordPress
- Netsuite
- Unbounce
- Outlook
- Slack
Pipeliner CRM
- Zapier
- Google Calendar
- Google Maps
Insightly or Pipeliner CRM: which one depends on you
A composite score cannot know your constraints. Describe them and both get re-weighted against what you actually need, with the evidence behind every position.
Free to run, no account needed to start. How the evaluation works
Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.