Insightly vs Pipeliner CRM
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Insightly offers fewer features (42 vs 82) and more integrations (27 vs 12). Starting price: Insightly at $29/mo vs Pipeliner CRM at $75/mo. Insightly has 34 unique features while Pipeliner CRM has 74 unique features, with 8 features in common.
| Insightly | Pipeliner CRM | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 42 | 82 |
| AI-Powered Features | 5 | 4 |
| Starting Price | $29/mo | $75/mo |
| Pricing Tiers | 4 | 4 |
| Integrations | 27 | 12 |
| Shared Features | 8 | |
| Shared Integrations | 2 | |
| Data Quality | 71% | 95% |
Feature Comparison by Category
AI (0 vs 4)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| AI Email Assistant | ||
| Insights | ||
| Pipeliner Voyager AI | ||
| Voice-to-Text Transcription |
Account Management (0 vs 2)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Account Health | ||
| Account Plans |
Activity Management (0 vs 5)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Activity Management | ||
| Appointment Scheduler | ||
| Notes Management | ||
| Reminders | ||
| Task Management |
Administration (0 vs 5)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Advanced Permissions | ||
| Audit Log | ||
| Custom User Roles and Permissions | ||
| Field Permissions | ||
| Sandbox Environment |
Analytics (5 vs 0)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Custom Reports Builder | ||
| Dashboard & Reports | ||
| Forecasting | ||
| Predictive Analytics | ||
| Relationship Maps |
Automation (2 vs 4)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Approval Processes | ||
| Automatizer Workflow Engine | ||
| Email Automation | ||
| Recurrence Rules | ||
| Sales Automation | ||
| Workflow Automation |
Billing (2 vs 0)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Support |
Collaboration (1 vs 1)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Feeds (Built-in Internal Messaging) | ||
| Team Collaboration |
Communication (3 vs 0)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Email Integration | ||
| Email Sync History | ||
| Email Templates |
Communications (0 vs 2)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Calling Integration | ||
| Email Integration |
Compliance (0 vs 1)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| GDPR Compliance |
Content (1 vs 0)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Document Management |
Content Management (0 vs 3)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Attachment Management | ||
| Document Management | ||
| Online Forms |
Core CRM (4 vs 5)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Account Management | ||
| Activity Timeline | ||
| Activity Tracking | ||
| Contact Management | ||
| Lead Management | ||
| Opportunity Management | ||
| Organization Hierarchy | ||
| Pipeline Management |
Customization (1 vs 5)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Custom Entities | ||
| Custom Fields | ||
| Lookup Fields | ||
| Multiple Form Views | ||
| Rollup Fields |
Data Management (4 vs 6)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Advanced Filtering | ||
| Automated Backup | ||
| Bulk Import/Export | ||
| Bulk Ownership Updates | ||
| Bulk Updates | ||
| Duplicate Management | ||
| Import/Export Capabilities | ||
| Merge Contacts & Accounts | ||
| Opportunity and Lead Archive View |
Data Protection (0 vs 1)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Daily Database Backups |
Data Quality (0 vs 1)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Duplicate Checker |
Email Marketing (0 vs 3)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Email Personalization | ||
| Email Sequencing | ||
| Mass Email Tracking |
Integration (1 vs 0)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| API & Webhooks |
Localization (0 vs 1)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Multiple Currencies |
Mobile (1 vs 1)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Mobile App |
Organization (0 vs 1)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Custom Business Units |
Productivity (1 vs 0)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Calendar & Scheduling |
Project Management (0 vs 4)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Gantt View | ||
| Multiple Custom Projects | ||
| Objective View | ||
| Project Engine |
Projects (4 vs 0)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Kanban Board | ||
| Project Management | ||
| Task Management | ||
| Time Tracking |
Reporting (0 vs 4)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Advanced Reporting | ||
| Custom Dashboards | ||
| Navigator Dashboard | ||
| Scheduled Reports |
Sales (6 vs 0)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Lead Routing | ||
| Lead Scoring | ||
| Opportunity Management | ||
| Quote Generation | ||
| Sales Pipeline Management | ||
| Territory Management |
Sales Analytics (0 vs 1)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Whitespace Account Matrix |
Sales Management (0 vs 6)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Custom Pipeline Stages | ||
| Custom Products and Services Catalog | ||
| Forecasting & Quotas | ||
| Multiple Custom Pipelines | ||
| Quote Management | ||
| Target Multiple KPIs |
Security (5 vs 5)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| 2-Factor Authentication | ||
| Audit Trail | ||
| Data Encryption | ||
| Email Domain Restrictions | ||
| Encryption at Rest | ||
| Permission Management | ||
| SSL Encryption | ||
| SSO Integration | ||
| Single Sign-On (SAML 2.0) | ||
| Two-Factor Authentication |
Support (1 vs 0)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Knowledge Base |
User Interface (0 vs 5)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Compact View | ||
| In-App Notifications | ||
| Personalized User Interfaces | ||
| Power Panel | ||
| Record Preview |
Visualization (0 vs 6)
| Feature | Insightly | Pipeliner CRM |
|---|---|---|
| Account Matrix View | ||
| Dynamic Target Views | ||
| Dynamic Velocity View | ||
| Map View | ||
| Visual Account and Contact Org Chart | ||
| Visual Opportunity and Lead Buying Center |
Unique Features
Only in Insightly (34)
Custom Reports Builder
Dashboard & Reports
Forecasting
Predictive Analytics
Relationship Maps
Recurrence Rules
Workflow Automation
Invoice Management
Multi-Currency Support
Team Collaboration
Email Sync History
Email Templates
Activity Timeline
Activity Tracking
Organization Hierarchy
Automated Backup
Bulk Import/Export
Duplicate Management
API & Webhooks
Calendar & Scheduling
+ 14 more unique features
Only in Pipeliner CRM (74)
Account Health
Account Plans
Activity Management
Appointment Scheduler
Notes Management
Reminders
Advanced Permissions
Audit Log
Custom User Roles and Permissions
Field Permissions
Sandbox Environment
AI Email Assistant
Insights
Pipeliner Voyager AI
Voice-to-Text Transcription
Approval Processes
Automatizer Workflow Engine
Email Automation
Sales Automation
Feeds (Built-in Internal Messaging)
+ 54 more unique features
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