Pipedrive vs. Insightly

Contacts, leads, and data storage

Pipedrive does not cap the number of contacts in your account and offers unlimited data storage across plans. However, most accounts have a hard ceiling of 300,000 combined active leads and deals. This gives teams plenty of room for contacts and data, with the caveat that opportunity volume is throttled.

Insightly applies clear, plan-level ceilings to both records and file storage: Plus allows 100,000 records/10GB, Professional increases this to 250,000/100GB, and Enterprise to 500,000/250GB. These limits are straightforward and predictable, but can constrain fast-growing databases.

Verdict: With no contact cap and advertised unlimited storage, Pipedrive imposes fewer hard constraints, while Insightly’s tiered record/storage limits can require earlier plan upgrades. If you expect very large data volumes, Pipedrive offers more headroom.

Relatórios

Reporting is fairly good with both Pipedrive and Insightly. However, it’s considered one of the best aspects of Pipedrive, giving you plenty of in-depth sales insights. Users also often comment on how easy it is to setup and use Pipedrive’s reporting features.

But Insightly also scores well in this category, with customers often praising how customizable its reports are. Custom dashboard cards and charts (leads, opportunities, projects, custom objects) are available on higher tiers and offer broader, flexible analytics.

Verdict: While reporting features are strong on both sides, Insightly provides a little more bang for your buck. Pipedrive covers standard pipeline health on lower plans, with the option to do more on more expensive plans. Insightly’s configurable dashboards and charting provide more room to answer nuanced questions without leaving your CRM.

Automação de vendas

Sales automation is another of Pipedrive’s strong suits, as we saw in the pros and cons section. It offers customized workflow options to help you automate sales tasks in just the right way for your business. However, automations are limited per company, complex automations can be tricky to set up, and some key automations are reserved for users on Pipedrive’s more expensive Premium and Ultimate plans.

Insightly doesn’t stand out quite as much as Pipedrive in this category, but it also has good sales automation capabilities, which should be more than sufficient for most businesses. On the plus side, Insightly’s core automation capabilities are available to users on all plans.

Verdict: There are pros and cons on either side. If you’re looking for built-in workflows that are easy to implement and get the job done, Insightly is the best option for your business. Should your business require more complex automations and have the budget and expertise to set them up, Pipedrive would be the better choice.

Let’s start by looking at some of the advantages of using Pipedrive. Here are three primary elements that set it apart:

• Simple interface: Pipedrive’s interface is often praised for being simple and easy to navigate. The UI features an informative dashboard to give you quick insights into your data.
• Adequate reporting: Pipedrive’s reporting feature is another positive point cited by users. It provides companies with a comprehensive and insightful look at their sales activities and the results they drive.
• Reliable automations: Another advantage of Pipedrive is its marketing and sales automation capabilities, which are both extensive and customizable. But marketing automations are only available through Pipedrive’s paid Campaigns add-on, and users report that some sales automations can be difficult to implement.

Assim como o Pipedrive, o Insightly tem algumas desvantagens. Essas desvantagens incluem:

• Substandard customer service: Customer support isn’t one of Insightly’s strong suits, and many customers have indicated that it’s not very helpful. Premium support and guided onboarding come at an additional cost.
• Gated customization: Another of Insightly’s weaknesses is how rigid it is for users on its lower tier—Plus. It doesn’t offer many customization options, so molding the tool to your business’s exact needs can be a challenge.
• Potentially expensive: Users who need contact record, data storage, and bulk email send numbers above the current per-tier restrictions will need to upgrade or add the quantities needed. Marketing features also come at an additional cost, with Insightly’s Marketing Automation add-on starting at $99 per month for up to 2000 contacts.