Insightly vs Pipedrive (2026)
Insightly bundles CRM with project management; Pipedrive is the focused pipeline tool. Here's how to choose between a service-business platform and a sales-only specialist.
Insightly
CRM built for SMBs that blends sales pipeline management with native project management. Practical choice for service businesses that need to track deals and then deliver on them.
Pipedrive
Sales-focused CRM built around visual pipeline management and activity-driven selling. Popular with SMB sales teams for its clean interface and strong automation across its mid-tier plans.
TL;DR
- Pick Insightly if your team sells and delivers — services businesses, consultancies, agencies — and you want deals to convert into projects in the same system.
- Pick Pipedrive if pipeline visibility is the only job and you'd rather have a best-in-class sales UI than a thousand features outside that core.
Pricing
Insightly: free for 2 users, then Plus at $29/user/mo, Professional at $49, Enterprise at $99. Pipedrive: Essential at $14/user/mo, Advanced at $29, Professional at $59, Power at $79, Enterprise at $99. At equivalent tiers Insightly is meaningfully cheaper, but the comparison is uneven — you're paying for project management you may or may not need.
Sales pipeline
Pipedrive owns this category. The Kanban-style pipeline is the home page, drag-and-drop is instant, and the reporting that comes off the pipeline is sharper than what Insightly ships. Insightly's pipeline is functional but it's one feature inside a larger platform — not the center of gravity.
Project management
This is Insightly's home turf. When a deal closes, it converts into a project with milestones, tasks, and deliverables tracked alongside the customer record. For services businesses that hand off from sales to delivery, this is the killer feature — Pipedrive sends the deal to Asana or Monday and the context lives in three places. Insightly keeps it in one.
Customization
Insightly has more custom objects, fields, and workflows in Professional+. Pipedrive intentionally stays narrow — fields, pipelines, automations, that's mostly it. Teams that want a CRM admin can configure deeply will prefer Insightly; teams that want a CRM that "just works" prefer Pipedrive.
Integrations
Both have solid marketplaces. Pipedrive's edge is sales-engagement tools (Aircall, JustCall, Outreach, Apollo) and native Slack/Asana. Insightly's edge is Xero/QuickBooks accounting integrations and its native G Suite/Office 365 bundles, which fit the services-business workflow better.
Mobile
Pipedrive's mobile app is among the best in the category — field-sales reps can actually run their day from it. Insightly's mobile is adequate; field-heavy teams will notice the difference.
Who should pick what
- Consultancies, agencies, or any team where a sold deal becomes a delivered project → Insightly.
- Pure sales team that wants a pipeline tool and nothing else → Pipedrive.
- B2B services on Xero or QuickBooks → Insightly.
- Field sales / outside reps who live in mobile → Pipedrive.