Insightly vs Pipedrive: CRM Comparison (2026)
Insightly and Pipedrive are both CRM platforms with a free tier. Insightly offers project management, AI Copilot, workflow automation, and custom scoring models. Pipedrive provides AI-powered report creation, real-time sales feed, automations and nurturing sequences, and a sandbox testing account.
AI Citation Scorecard
How often each is cited by major AI engines when buyers ask crm questions. Last 90 days across ChatGPT, Perplexity, Gemini, Claude, and Copilot.
Probes run hourly; each (engine × query) combo retests every ~3 days.
Pricing
Key Features
- ✓Lead and contact management
- ✓Project management
- ✓Advanced reports
- ✓Pre-built business dashboards
- ✓AI Copilot
- ✓Workflow automation
- ✓Custom scoring models
- ✓Unlimited role-based permissions
- ✓Lead management
- ✓AI-powered report creation
- ✓Real-time sales feed
- ✓500+ integrations
- ✓Full email sync with tracking
- ✓Automations and nurturing sequences
- ✓Meeting scheduler
- ✓AI-powered multi-email tools
When to choose Insightly
Insightly is suitable for users who need project management, AI Copilot, custom scoring models, and unlimited role-based permissions. It also integrates with QuickBooks, Xero, Asana, and Jira.
When to choose Pipedrive
Pipedrive is suitable for users who prioritize AI-powered report creation, real-time sales feed, full email sync with tracking, and a sandbox testing account. It offers a broader range of integrations, as it has 500+ integrations, and integrates with Zapier, Zoom, Lemlist, Gmail, Outlook, CloudTalk, and Surfe.