Insightly vs Pipedrive
Price, platforms and features side by side. The table says where each price was read and when.
Insightly
CRM with built-in project management for after the sale
Pipedrive
Sales CRM organized around visual deal pipelines
Where they differ
- Insightly starts at $29 per user / month, billed annually. Pipedrive starts at $14 per seat / month, billed annually ($19 billed monthly).
- Insightly also covers tasks and reports.
- Pipedrive also covers transcription and kanban boards.
At a glance
| Insightly | Pipedrive | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $29 per user / month, billed annually | $14 per seat / month, billed annually ($19 billed monthly) |
| Free plan | None | None |
| Free trial | 14-day free trial, no credit card required | 14-day free trial with full access, no credit card required |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Insightly Inc. (an Unbounce company) | Pipedrive Inc. |
| Price read from | insightly.com | pipedrive.com |
| Checked | Oct 5, 2026 | Oct 4, 2026 |
Who each one suits
Insightly
- Businesses that deliver projects after the sale and want one system for both
- Teams that expect to need custom fields and role-based permissions
- Companies that also want marketing and support tools from the same vendor
Pipedrive
- Small and mid-sized sales teams that want a pipeline-first CRM
- Teams that need deal tracking without a wider marketing or service suite
- Buyers who want full access during a trial before choosing a plan
Worth knowing
Insightly
- The pricing page lists no free plan, only a 14-day trial.
- Prices are shown for annual billing only; the pricing page gives no monthly rates.
- Lead routing, workflow automation and AI Copilot start at Professional; products, price books and quotes need Enterprise.
- Plans cap total records: 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.
Pipedrive
- There is no free plan; a paid subscription is needed once the 14-day trial ends.
- LeadBooster, Projects, Campaigns, Web Visitors and Smart Docs are paid add-ons, starting from $13.33 to $41 a month.
- Listed prices exclude VAT, which is added for EU customers.
- Seats are charged whether or not they are assigned to a user, and Pipedrive's terms say fees are non-refundable.
Key features
Insightly
- Pipelines and lead management
- Leads are captured, prioritized and distributed by criteria, and opportunities move through customizable pipelines. Lead assignment and routing start at Professional.
- Projects from won deals
- A won opportunity can be converted into a project and delivered with pipelines, milestones and tasks, so work after the sale stays in the same system.
- Workflow automation
- Automation takes over repetitive steps such as emails, reminders and onboarding tasks. Workflow automation is listed as a Professional plan feature.
- Dashboards and reports
- Advanced reports and pre-built business dashboards are included from the Plus plan, with customizable KPIs and dashboards that can be shared with the team.
- AI Copilot
- Copilot automates tasks, summarizes records and surfaces information from plain-language prompts. It is included from the Professional plan.
- Email sidebars and mobile apps
- Sidebars for Gmail and Outlook show and create leads and contacts from the inbox. The iOS and Android apps add business card scanning and voice notes.
Pipedrive
- Visual sales pipelines
- Deals move through customizable kanban-style pipelines, with custom fields, activity reminders and products or services linked to each deal.
- Email sync and scheduling
- Two-way email sync, group emailing, templates and meeting scheduling keep conversations attached to the contact and deal.
- Workflow automation
- Automations and sequences take over repetitive steps such as follow-ups and data entry, and webhooks pass events to other systems.
- AI assistant and Nova
- An AI assistant recommends which deals to focus on, an email tool drafts and summarizes messages, and Nova records and transcribes calls and updates the CRM afterwards.
- Reports and forecasting
- Customizable reports and dashboards track sales performance, with revenue forecasts on the higher plans.
- Add-ons and marketplace
- LeadBooster, Campaigns, Smart Docs, Projects and Web Visitors extend the CRM at extra cost. The marketplace lists more than 500 integrations.
Plans
Insightly
Plus$29
per user / month, billed annually
Lead and contact management, project management, advanced reports and pre-built dashboards. 100,000 records and 10 GB of file storage.
Professional$49
per user / month, billed annually
Adds lead assignment and routing, workflow automation and AI Copilot. 250,000 records and 100 GB of file storage.
Enterprise$99
per user / month, billed annually
Adds sandboxes, products, price books and quotes, and audit logging. 500,000 records and 250 GB of file storage.
Pipedrive
Lite$14
per seat / month, billed annually ($19 billed monthly)
The entry plan: leads, deals, contacts and pipelines organized in one workspace.
Growth$24
per seat / month, billed annually ($34 billed monthly)
Adds automation for emails and follow-ups on top of Lite.
Premium$49
per seat / month, billed annually ($64 billed monthly)
Pipedrive's full-cycle sales tools, from lead to close. Marked as the most popular plan.
Ultimate$69
per seat / month, billed annually ($89 billed monthly)
The complete set of Pipedrive capabilities.
Ways to pay less
Insightly
No public discounts listed.
Pipedrive
- Annual discount
Save up to 26% with annual billing
Pipedrive's pricing page says annual billing saves up to 26%: Lite is $14 per seat a month billed annually against $19 billed monthly.
