Salesforce vs. Insightly vs. Pipedrive

Are you comparing Salesforce vs. Insightly, among other CRM software tools? Choosing the right CRM system for your sales team can be an overwhelming process. With so many important factors to consider, we’ve laid out some critical comparison points to help you make the right decision for your business needs.

Capterra score

4.5/5

4/5

Trial length

14 days

30 days

Price (per user/ per month)

$15 - $99

Free - $129

$75 - $300

Price (per 6 users/ per month)

$90 - $594

$174 - $594

$150 - $1800

Billing currency

USD, EUR, GBP

USD

Statistics

(paid)

Forecasting

(all plans)

(higher plan)

Users limit

Unlimited, all plans

Up to 2 users

Unlimited

Records limit

Unlimited, all plans

2500 contacts

Unlimited

Custom fields

(all plans)

N/A

Mailchimp integration

(paid)

Email integration

(paid)

N/A

Smart Contact Data (Augmented data)

(in Advanced plan & above)

Products (inventory)

(in Advanced plan & above)

(paid)

SAML/SSO

2FA (two-factor authentication)

Support (chat, email, phone)

Data Center in Europe

Which CRM to choose?

Since there isn’t a “right” tool that fits everyone’s needs, you need to take a look at your specific business requirements to find the matching tool. So, when you’re evaluating Salesforce vs Insightly, we recommend to include Pipedrive in your list of candidates.

Pipedrive’s visual and intuitive sales pipeline view drives your team’s sales by making sure no one ever forgets to follow up on an important deal. Complemented with native mobile apps and activity reminder notifications, Pipedrive makes sure you focus on the right deals wherever you are.

5 things to consider before choosing a CRM

1

Your team’s size

CRM software is not a “one-size-fits-all” solution, and you don’t need an enterprise tool for a team of five salespeople. It’s critical that you pick a CRM that suits your team’s size and plans for scaling in the future.

2

Your industry

A project management system will not benefit your sales team as much as a specialized sales CRM. If you’re trying to sell, you need software that takes sales budgets, targets, sales stages, and deadlines into account.

3

Customizability

Being able to customize your CRM software while expanding your customer base is the key staying agile. Changing with your environment is the key to success, which means your tools need to be equally adaptable.

4

Your budget

Free is not always free, but there are some great low cost solutions available on the market. Expensive solutions aren’t necessarily the best ones, but if you do find a great tool that’s outside your price range, evaluate if spending more would benefit you in the long term.

5

Quality of support

If a software error can cost you a big deal then you can’t afford to wait five working days for an email response. Look for a tool that offers live chat or phone support during your business’ operating hours with a solid reputation to boot.

Why choose Pipedrive over Salesforce or Insightly?

Brings control to complex sales processes
Is built specifically for sales
Is based on an activity-based sales methodology that ensures follow-up
Is packed with features and extremely customizable
Offers real-time support
Is easy to scale as your team grows
Has more than 100 integrations with other leading software

What our customers have to say

The ability to completely customize the data fields and workflow gives me a tailor made CRM. Much different than my past experiences with these types of programs! The mobile app is just as functional as the desktop version, and even has a few little extras.
Chris WolpertManaging Member, Group Benefit Solutions

As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive. My favorite feature is the automated pop-up forcing the next step.
Ryan RobertsFounder & CEO, Bustld, LLC

Having a powerful CRM tool such as Pipedrive in our arsenal has been essential to the success of our sales team. With its easy-to-use and well-designed interface, it definitely keeps us organized and on track!
Kristel KruustükFounder & Chief Testing Officer, Testlio

Salesforce vs. Insightly vs. Pipedrive

Which CRM to choose?

5 things to consider before choosing a CRM

Why choose Pipedrive over Salesforce or Insightly?

What our customers have to say

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