# Insightly vs Pipeliner CRM

**Leader by vioscaleAI score:** Insightly

| Attribute | Insightly | Pipeliner CRM |
|---|---|---|
| **vioscaleAI score** | 65 (56% (medium)) | 58.2 (40% (low)) |
| 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":"Pipeliner is a cloud-based sales management platform designed specifically for sales professionals. It emphasizes an intuitive user interface and offers tools for managing leads, deals, and customer relationships. The platform supports customization to match your sales process and provides integrations with other business tools.","source":"https://www.pipelinecrm.com","question":"What is Pipeliner CRM?","confidence":0.95},{"answer":"Pipeliner CRM is designed specifically for sales professionals and teams. The platform emphasizes a sales-centric user experience and provides tools for managing leads, deals, and customer relationships.","source":"https://www.pipelinecrm.com","question":"Who is Pipeliner CRM designed for?","confidence":0.9},{"answer":"Pipeliner uses a subscription-based pricing model with per-user charges. You can choose between monthly and annual billing periods, with annual billing providing cost savings compared to monthly. There is no free plan, but a 14-day free trial is available for evaluation.","source":"https://www.pipelinecrm.com","question":"What pricing options does Pipeliner CRM offer?","confidence":0.95},{"answer":"Yes, Pipeliner offers a 14-day free trial. This allows you to evaluate the platform's features without making an initial payment commitment.","source":"https://www.pipelinecrm.com","question":"Can I try Pipeliner CRM before committing?","confidence":1},{"answer":"Yes, Pipeliner CRM includes a mobile app. This enables you to access and manage your sales information and activities from any mobile device.","source":"https://www.pipelinecrm.com","question":"Does Pipeliner CRM have a mobile app?","confidence":0.9},{"answer":"Pipeliner CRM includes built-in integrations with Gmail for email and QuickBooks for accounting. The platform also provides API access to support custom integrations with other business applications.","source":"https://www.pipelinecrm.com","question":"What integrations does Pipeliner CRM support?","confidence":0.85},{"answer":"Key features include contact and company management, sales pipeline and deal tracking, email integration, workflow automation, custom fields, reporting dashboards, and electronic signature capabilities. The platform also supports marketing automation and offers API access for developers.","source":"https://www.pipelinecrm.com","question":"What are the main features in Pipeliner CRM?","confidence":0.9},{"answer":"Pipeliner CRM is a fully cloud-based application accessed through a web browser. This cloud deployment means there is no software installation required and the platform is accessible from any device with internet connectivity.","source":"https://www.pipelinecrm.com","question":"How is Pipeliner CRM deployed?","confidence":0.95}]` |
| 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 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. |
| 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":false,"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 | 2 |
| 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":"Google Calendar","native":true,"category":"productivity","direction":"bidirectional"},{"name":"QuickBooks","native":true,"category":"accounting","direction":"bidirectional"},{"name":"Google Maps","native":true,"direction":"outbound"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"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":"Start","summary":"$25/user/mo (annual) or $29/user/mo (monthly)","features":["1 Sales Pipeline","Contact/people management","250 active deals","Company/customer management","Unlimited file storage","Deal and activity reporting","Import Excel/CSV data","25 custom fields","Required fields and locked fields","Task templates","1 automation rule","Email tracking","Goal dashboard and reporting","SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":25,"period":"month","currency":"USD"}],"description":"For small sales teams managing leads and basic pipeline tracking","contactSales":false,"includedLimits":{"deals":"250","pipelines":"1","automations":"1","custom_fields":"25"}},{"free":false,"name":"Develop","summary":"$33/user/mo (annual) or $39/user/mo (monthly)","features":["2 Sales Pipelines","Contact/people management","2,500 active deals","Company/customer management","Unlimited file storage","Unlimited deal and activity reporting","Unlimited data exports","35 custom fields","Conditional formatting","Advanced de-duplication","10 automation rules","Unlimited email tracking","Email templates and bulk email","Email drip campaigns","Advanced visibility controls","2 free read-only users","Project management with milestones","List, Kanban, Gantt views","Goal dashboard and reporting","SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":33,"period":"month","currency":"USD"}],"description":"Adds project management and advanced features for growing sales teams","contactSales":false,"includedLimits":{"deals":"2500","pipelines":"2","automations":"10","custom_fields":"35"}},{"free":false,"name":"Grow","summary":"$49/user/mo (annual) or $59/user/mo (monthly)","features":["5 Sales Pipelines","Contact/people management","Unlimited active deals","Company/customer management","Unlimited file storage","Unlimited deal and activity reporting","Unlimited data exports","Unlimited custom fields","Conditional formatting","Advanced de-duplication","20 automation rules","Unlimited email tracking","Email templates, bulk email, drip campaigns","eSign and contract management","Advanced visibility and external sharing","5 free read-only users","Deal intelligence fields","Performance analytics and reporting","Project management with milestones and templates","Client guest access","Goal dashboard and reporting","Unlimited teams","SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Includes advanced automation, analytics, and comprehensive email capabilities","contactSales":false,"includedLimits":{"deals":"Unlimited","pipelines":"5","automations":"20","custom_fields":"Unlimited"}},{"free":false,"name":"Enterprise","summary":"Custom pricing with enterprise-grade security and dedicated support","features":["20 Sales Pipelines","Unlimited active deals","People and company management","Unlimited file storage","Enterprise-grade security","Success support manager","Custom features and configuration"],"description":"Custom solution with enterprise-grade security and dedicated support","contactSales":true,"includedLimits":{"deals":"Unlimited","pipelines":"20","custom_fields":"Unlimited"}}],"addOns":[{"name":"Pipeline Connect","components":[{"kind":"fixed","amount":99,"period":"month","currency":"USD"},{"kind":"fixed","amount":249,"period":"month","currency":"USD"}]},{"name":"Data Enrichment","components":[{"kind":"fixed","amount":19,"period":"month","currency":"USD"},{"kind":"fixed","amount":37,"period":"month","currency":"USD"},{"kind":"fixed","amount":69,"period":"month","currency":"USD"}]}],"summary":"From $25/user/month (annual billing). 14-day free trial, no credit card required.","currency":"USD","freeTier":false,"sourceUrl":"https://pipelinecrm.com/pricing/","retrievedAt":"2026-08-14T10:22:54.011Z","freeTrialDays":14,"startingPrice":{"amount":25,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | no |
| pricing.model | commercial | commercial |
| pricing.price_level | unknown | unknown |
| pricing.starting_price | - | `{"amount":25,"currency":"USD"}` |
| pricing.transparent | no | yes |
| reliability.sla_pct | 99.95 | - |
| reliability.status_page | yes | yes |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.hipaa | yes | - |
| security.soc2 | yes | - |
| security.trust_center | - | https://pipelinecrm.com/security/ |

## Capabilities (CRM Software)

| Capability | Insightly | Pipeliner CRM |
|---|:--:|:--:|
| **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 2026-10-16T19:19:36.028Z. "-" = undocumented, not absent.*