Insightly vs Pipedrive
A side-by-side comparison of Insightly and Pipedrive — two options for crm & pipeline. Pricing, features, and honest pros and cons.
Category
CRM & Pipeline
CRM & Pipeline
Rating
4.0 / 5
4.3 / 5
Pricing
From $29/user/mo
From ~$14/user/mo
Best for
Budget-conscious small funds and syndicates
Angels and small funds wanting a simple, cheap pipeline
Key features
- Pipeline and opportunity management
- Custom objects and page layouts
- Built-in project management post-close
- Marketing automation (separate module)
- AppConnect integration builder
- Visual drag-and-drop pipeline management
- Activity reminders and follow-up automation
- Email sync with open tracking
- Customizable fields, stages and workflows
- Reporting dashboards and forecasts
Pros
- Strong value at the low end of the CRM market
- Custom objects flex to fund workflows with effort
- Project tracking after a closed deal is a nice touch
- Fast to set up and genuinely pleasant to use daily
- Excellent price-to-capability ratio for small teams
- Automations keep deal follow-ups from slipping
Cons
- No venture data model — relationships and rounds are DIY
- No email/network auto-capture like relationship-intelligence CRMs
- Advanced features gate behind higher tiers
- No network or relationship intelligence for warm paths
- Sales-object model needs adapting for rounds and LPs