Benefits of Pipedrive & Insightly
Pipedrive, like Insightly, is designed with a strong focus on sales pipeline management. It is particularly suitable for sales teams and businesses that prioritize a visual and intuitive approach to managing deals and opportunities. Both Insightly and Pipedrive have user interfaces known for simplicity and ease of navigation, making them easy for sales professionals to adopt and use.
A standout feature of both Insightly and Pipedrive is the visual sales pipeline view. Users can easily track and manage deals as they move through different stages of the sales process. This visual representation provides a clear overview of the sales pipeline, helping sales teams prioritize activities and focus on closing deals. Pipedrive and Insightly both allow for pipeline customization. This ensures that businesses can adapt the CRM to their specific sales processes.
Automation is also a strong suit of Pipedrive and Insightly. The platforms offer automation features, including the ability to automate repetitive tasks, send automated emails, and set up reminders for follow-ups. These automation capabilities contribute to streamlining sales processes and ensuring that leads and opportunities are effectively managed.
In terms of integrations, both Insightly and Pipedrive offer a variety of third-party integrations to extend their functionality. Insightly’s AppConnect is a middleware product that is built into the platform, so there is a slight advantage to Insightly in this area.
Insightly platform vs. Pipedrive platform
Some factors to consider when comparing Pipedrive and Insightly include time for adoption, cost, and business-wide impact.
Pipedrive is robust but complex. If you choose Pipedrive over Insightly, be sure to build in extra time for training and adoption due to the style of the interface. It can be tricky to master, especially for those new to CRM. Insightly is intuitive and is much easier to set up, integrate, and adopt across teams.
Pipedrive offers no free plan while Insightly is free forever for up to 2 users. This means you’ll need to commit to the lowest pricing level to use Pipedrive beyond the short trial. If you’re on the fence, a trial period may not be long enough to determine if a platform is right for you. Insightly lets you start a 14-day trial, and then will convert you to a plan that is free forever for up to 2 users. You can use this time to start your business and help you decide if Insightly is right for your needs.
While Pipedrive is a basic but powerful CRM, you’ll need to choose another vendor for marketing automation and service management. Insightly offers all of these tools in one platform to elevate the customer experience. You can choose Insightly Marketing, Insightly Service, and Insightly AppConnect which are all part of the Insightly platform. These applications together can run your business. Pipedrive does offer email marketing software, but it is not true marketing automation (e.g. forms, landing pages, advanced list segmentation, etc.)
Benefits of Insightly CRM
Insightly is a robust platform that works for businesses in a variety of industries – professional services, manufacturing, eCommerce, agencies, insurance, finance, consulting, and more.
A big advantage is the fact that Insightly can be a full platform to run all areas of your business rather than simply a CRM. Marketing, service, and integrations via AppConnect are a breeze, and keeping your teams aligned and working on the same platform has bottom-line benefits. Plus, CFOs love having fewer vendors and one invoice.
An additional feature of Insightly over Pipedrive is project management. The PM features in Insightly are used by teams to automate and track post-sale project delivery. Since the PM features use the already familiar pipeline-interface that users will recognize from the sales process, you’ll be able to manage your projects through delivery right inside Insightly CRM. With Pipedrive you’ll need to acquire additional software for project management.
How to choose Insightly vs. Pipedrive
In comparing Insightly with Pipedrive, the choice depends on the specific needs and priorities of the business. Insightly is a versatile choice for growth-oriented businesses and organizations seeking a comprehensive solution that integrates CRM with project management. Its automation features and reporting tools contribute to overall business efficiency.
Pipedrive, with its emphasis on visual sales pipeline management, is an excellent option for sales-focused buyers. Its intuitive interface and customization options make it easy for sales teams to navigate and prioritize their activities. Businesses that prioritize a straightforward and visual approach to sales management and who are willing to find PM features elsewhere may find Pipedrive to be a suitable fit.
Ultimately, the decision between Insightly and Pipedrive should align with the unique requirements and workflows of the business, whether it’s a balance of CRM and project management (Insightly) or a focus on streamlined sales processes (Pipedrive).