Insightly vs Pipedrive

Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!

Pipedrive is a cloud-based sales management software company founded in Estonia in 2005, headquartered in New York City. They offer a user-friendly CRM platform designed for sales teams of small to medium-sized businesses (SMBs) globally. Pipedrive's software includes lead management, deal pipeline visualization, email integration, reporting and analytics, and automation tools. They prioritize security by complying with GDPR and CCPA regulations. Pipedrive provides a significant free trial period, a mobile app, and readily available customer support. Pipedrive is an award-winning sales CRM known for its user-friendliness and effectiveness. Though not BBB accredited and holding a D- rating, Pipedrive is committed to customer satisfaction and ethical business practices. While customers appreciate the robust features, some criticize the pricing structure and limited reporting options.