Insightly vs Pipeline CRM
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
Pipeline CRM
Sales pipeline CRM for small and mid-size B2B teams
Where they differ
- Insightly starts at $29 per user / month, billed annually. Pipeline CRM starts at $25 per user / month, billed annually ($29 billed monthly).
- Insightly also covers tasks.
- Pipeline CRM also covers kanban boards and forms.
At a glance
| Insightly | Pipeline CRM | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $29 per user / month, billed annually | $25 per user / month, billed annually ($29 billed monthly) |
| Free plan | None | None |
| Free trial | 14-day free trial, no credit card required | 14-day free trial on the Grow plan, no credit card required |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Insightly Inc. (an Unbounce company) | Pipeline CRM (saas.group) |
| Price read from | insightly.com | pipelinecrm.com |
| Checked | Oct 5, 2026 | Oct 6, 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
Pipeline CRM
- Small and mid-size B2B sales teams organized around a deal pipeline
- Field sales reps who log visits and scan business cards from a phone
- Teams that want the vendor to build and monitor their integrations
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.
Pipeline CRM
- There is no free plan, only a 14-day trial that runs on the Grow plan.
- Start is capped at 1 pipeline, 250 active deals per account, 25 custom fields and 1 automation.
- Email templates, bulk email, drip campaigns, eSign and project management need Grow at $49 per user / month or Enterprise.
- Data Enrichment (from $19 a month), Email Validation ($25 a month) and Pipeline Connect (from $99 a month) are paid add-ons.
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.
Pipeline CRM
- Kanban pipeline board
- Deals move through stages you define on a drag-and-drop board, with value and next step on each card. Start has 1 pipeline, Develop 2, Grow 5 and Enterprise 20.
- Pipeline Copilot (Beta)
- A built-in assistant that sets up pipelines, fields, automations and reports from plain-English requests, within each user's permissions. Strict mode asks before every change.
- Email sync and campaigns
- Gmail and Outlook sync logs email against contacts and deals. Email templates, bulk email and drip campaigns are limited to the Grow and Enterprise plans.
- Instant Docs and eSign
- Instant Docs fills proposals and contracts from your own Word templates on every plan. Sending a document for signature needs Grow or Enterprise.
- Mobile apps for field sales
- The iOS and Android apps include a business card scanner, voice notes converted to text, a map of nearby contacts and route planning for up to 10 stops.
- Automations and forecasting
- Rule-based automations trigger tasks, notifications and stage changes: 1 on Start, 10 on Develop and 20 on Grow. Reports forecast by stage with weighted deal values.
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.
Pipeline CRM
Start$25
per user / month, billed annually ($29 billed monthly)
1 sales pipeline, 250 active deals per account, 25 custom fields, 1 automation and 5 exports per user a month.
Develop$33
per user / month, billed annually ($39 billed monthly)
2 pipelines, 2,500 active deals, 35 custom fields, 10 automations, unlimited email tracking and 2 free read-only users.
Grow$49
per user / month, billed annually ($59 billed monthly)
5 pipelines, unlimited deals and custom fields, 20 automations, eSign, bulk email, drip campaigns and project management.
EnterpriseCustom
20 pipelines, 100 automations, 5 free read-only users, flexible terms and a success support manager.
Ways to pay less
Insightly
No public discounts listed.
Pipeline CRM
- Annual discount
Save up to $120 per user a year with annual billing
Annual billing lowers the monthly rate from $29 to $25 on Start, $39 to $33 on Develop and $59 to $49 on Grow, a saving of $48, $72 and $120 per user a year.
