# Insightly vs Pipedrive

**Leader by Vioscale score:** Pipedrive

| Attribute | Insightly | Pipedrive |
|---|---|---|
| **Vioscale score** | 65 (74% (medium)) | 83.2 (71% (medium)) |
| content.faq | - | `[{"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 | Insightly is a customer relationship management platform that helps teams manage leads, opportunities, and customer support through integrated sales, marketing, and ticketing tools. The platform includes workflow automation, business dashboards, and extensive third-party integrations to streamline operations. | A cloud-based sales management platform that helps teams organize leads, manage pipelines, and automate workflows. It includes email sync, reporting, AI-powered recommendations, and integrations with 500+ business applications. |
| 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 | 500 |
| integrations.list | `[{"name":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"}]` | `[{"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"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"hqCountry":"EE","primaryMarkets":["GB","US","EE"],"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":"Lite","summary":"£14/seat/month or £168/seat/year","features":["View and manage leads, deals, contacts, calendar events","Lead, calendar and pipeline management","AI-powered report generation","Real-time sales feed with task tracking","500+ integrations including Zapier, Zoom, Lemlist"],"components":[{"kind":"per_unit","unit":"seat","amount":14,"period":"month","currency":"GBP"},{"kind":"fixed","amount":168,"period":"year","currency":"GBP"}],"description":"Basic sales organization with lead and pipeline management, AI-powered reporting, real-time sales feed, and 500+ integrations","contactSales":false},{"free":false,"name":"Growth","summary":"£39/seat/month or £468/seat/year","features":["Lite plan features","Full email sync with Gmail, Outlook tracking","Bulk email sending with open and click tracking","Workflow automations and email sequences","Subscription billing and revenue forecasting","Meeting scheduler and contact timeline"],"components":[{"kind":"per_unit","unit":"seat","amount":39,"period":"month","currency":"GBP"},{"kind":"fixed","amount":468,"period":"year","currency":"GBP"}],"description":"Email sync with tracking, workflow automations, nurturing sequences, subscription billing and forecasting, meeting scheduler","contactSales":false},{"free":false,"name":"Premium","summary":"£59/seat/month or £708/seat/year (Most Popular)","features":["Growth plan features","LeadBooster for lead generation and routing","Custom lead scoring models and company data enrichment","AI-powered email tools with team inboxes","Contracts and e-signature support","Enhanced data customization with required and formula fields","Group and individual-level access controls"],"components":[{"kind":"per_unit","unit":"seat","amount":59,"period":"month","currency":"GBP"},{"kind":"fixed","amount":708,"period":"year","currency":"GBP"}],"description":"Lead generation via LeadBooster, custom lead scoring, AI email tools, contracts with e-signatures, advanced customization and permissions","contactSales":false},{"free":false,"name":"Ultimate","summary":"£79/seat/month or £948/seat/year","features":["Premium plan features","Account security with suspicious activity alerts","Password requirements and IP/time-based access restrictions","Phone and email data enrichment for outreach","Sandbox testing environment","Extended phone support (Mon-Fri, 7am-11pm CET/CEST)","Partner discounts (20% PandaDoc/CloudTalk, 15% Surfe)"],"components":[{"kind":"per_unit","unit":"seat","amount":79,"period":"month","currency":"GBP"},{"kind":"fixed","amount":948,"period":"year","currency":"GBP"}],"description":"Enhanced security with activity alerts and access restrictions, phone/email data enrichment, sandbox testing, extended phone support, partner discounts","contactSales":false}],"addOns":[{"name":"LeadBooster","components":[{"kind":"fixed","amount":32.5,"period":"month","currency":"GBP"}]},{"name":"Projects","components":[{"kind":"fixed","amount":16,"period":"month","currency":"GBP"}]},{"name":"Campaigns","components":[{"kind":"fixed","amount":13.33,"period":"month","currency":"GBP"}]},{"name":"Web Visitors","components":[{"kind":"fixed","amount":41,"period":"month","currency":"GBP"}]},{"name":"Smart Docs","components":[{"kind":"fixed","amount":32.5,"period":"month","currency":"GBP"}]}],"summary":"From £14/seat/month, billed monthly or annually (save 42% with annual). 14-day free trial, no credit card required.","currency":"GBP","freeTier":false,"sourceUrl":"https://www.pipedrive.com/en/pricing","retrievedAt":"2026-08-14T15:29:04.077Z","freeTrialDays":14,"startingPrice":{"amount":14,"period":"month","currency":"GBP"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | no |
| pricing.model | commercial | commercial |
| pricing.price_level | mid | low |
| pricing.transparent | no | yes |
| 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: Vioscale. Generated 2026-09-01T15:25:18.226Z. "-" = undocumented, not absent.*