Insightly CRM vs Pipeliner CRM Reviews & Pricing In 2025

Want to know if Insightly CRM or Pipeliner CRM is the better or cheaper CRM software?

We compare them below on over 150 different metrics to help you make the right decision.

Insightly CRM vs Pipeliner CRM Reviews

	Insightly CRM	Pipeliner CRM
Trustpilot Rating	3.2	4.8
Number of Trustpilot Reviews	6	75
iPhone App Rating	4.4	4.4
Number of iPhone App Reviews	276	14
Android App Rating	4	4.2
Number of Android App Reviews	1,490	792

Sources

Insightly CRM vs Pipeliner CRM Pricing

	Insightly CRM	Pipeliner CRM
Free Plan	No	No
Free Plan Limits	NA	NA
Free Trial	Yes	Yes
Free Trial Length	14 day	14 day
Cheapest Plan Name	Plus	Starter
Cheapest Plan Cost Per Month	$49	$115
Mid Priced Plan Name	Professional	Enterprise
Mid Priced Plan Cost Per Month	$49	$115
Top Plan Name	Enterprise	Unlimited
Top Plan Cost Per Month	$99	$150

Insightly CRM vs Pipeliner CRM Features

Insightly CRM Plus vs Pipeliner CRM Starter

Insightly CRM Plus

Pipeliner CRM Starter

Automated, customized emails
100s of emails & pages templates
Marketing & Service integration
Pre-built business dashboards

Key Account Management
Account Management
Contact Management
Visual Opportunity and Lead Buying Center
Account Health
Unlimited Accounts & Contacts
Import Accounts and Contacts from CSV files
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Notes Management
Unlimited Leads & Opportunities
Opportunity and Lead Pipeline View
Opportunity, Lead, Account, Contact, and Activity List View
Opportunity, Lead, Account and Contact Compact View
Opportunity, Lead, Account & Contact Map View
Dynamic Velocity View
Dynamic Target Views
Target Multiple KPIs
Custom Profile Views
Calling Integration (over Mobile)
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Sales Force Automation
Custom Activities per Pipeline Stages (Sales Activities)
Visual Opportunity and Lead Buying Center
Lead Management
Opportunity Management
Quote Version Management
Email Automation
Email Integration
Approvals Processes
Reporting Engine
Standard Table Reports
Pivot Table Reports
Custom Dashboards
Project Engine
Multiple Custom Projects
Gantt View
Objective View
Communications & Activities
Online Forms
Document Management
Advanced Document Management
Reminders
Feeds (Built-in Internal Messaging)
AI Email Assistant
Email Sequencing
Email Personalization
Customizable Email Templates (Text & HTML)
Mass Email Tracking
Calling & Text Messages
Appointment Scheduler
Task Management
Appointment Management
Unlimited Tasks & Appointments
Task and Appointment Calendar View
Recurring Tasks
Process/Workflow Automation****
Automatizer
Backend Functions & Administration
Custom Entities
Bulk Ownership Updates
Import Accounts & Contacts from CSV files
Import open Leads & Opportunities from CSV files
Export Accounts/Contacts to Excel/CSV
Export Leads/Opportunities to Excel/CSV
Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
Merge Contact & Accounts
Custom Pipeline Stages
Custom Fields for Opportunity, Lead, Account and Contact Form
Custom Standard Fields for Products
Unlimited Custom Fields
Custom Field Description/User Hint
Custom Web Resource Fields
Custom Fields Calculations
Custom Fields Validation Rules
Custom Fields Pick-Lists
Custom Fields Dynamic Dropdowns
Custom Fields Auto-Number Fields
Custom Products and Services Catalog
Multiple Custom Pipelines
Custom Fields per Pipeline Stages (Sales Actions)
Custom Business Units
Custom Record Preview
SSL Encryption
Encryption at Rest
GDPR Compliance
30 MB Attachment Limits
Attachment Type Restrictions
Email Domain Restrictions
Daily Database Backups
2-factor Authentication
Application Integration**
Automation Hub Integrations**
Microsoft Integrations
Office 365 Automatic Email Sync
Office 365 Inbox Add-In for Outlook
Contacts Sync to Outlook (Office 365)
Tasks Sync to Outlook (Office 365)
Appointments Sync to Outlook (Office 365)
Send and Track Emails directly from PL (Office 365)
Mass Email Tracking (Office 365)
Customizable Email Templates (Office 365)
Custom Word and Excel Templates
Save Email Attachments to Pipeliner Records
Google Suite Integrations
Gmail Automatic Email Sync
Chrome Extension: Gmail Inbox App
Google Contacts Sync
Google Tasks Sync
Google Appointments Sync
Send and Track Emails directly from PL (Gmail)
Mass Email Tracking (Gmail)
Customizable Email Templates (Gmail)
Chrome Extension: Web Clipper
Custom Google Doc and Google Sheets Templates
Save Email Attachments to Pipeliner Records
Google Drive Integration
Add-ons
Business Card Scanner
Geolocation
Autoprofiler
Mobile App
Mobile Apps (iOS and Android)
Calling Integration (over Mobile)
Education and Technical Support
In app Product Tours
In app, context sensitive Help
Extensive, searchable Knowledge Base
YouTube Videos
Online Chat (8×5)
Email Technical Support (8×5)
Back-up export › (script executed on demand)*
Professional Services*
Admin Training (Online course)*

Insightly CRM Professional vs Pipeliner CRM Enterprise

Insightly CRM Professional

Pipeliner CRM Enterprise

Automated, customized emails
100s of emails & pages templates
Marketing & Service integration
Pre-built business dashboards
Lead assignment and routing
Schedule outbound emails
Custom page layouts

Key Account Management
Account Management
Contact Management
Account Hierarchy
Account Relationship Mapping
Contact Relationship Mapping
Visual Account and Contact Org Chart
Visual Opportunity and Lead Buying Center
Account Matrix View
Account Health
Unlimited Accounts & Contacts
Import Accounts and Contacts from CSV files
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Notes Management
Unlimited Leads & Opportunities
Opportunity and Lead Pipeline View
Opportunity, Lead, Account, Contact, and Activity List View
Opportunity, Lead, Account and Contact Compact View
Opportunity, Lead, Account & Contact Map View
Dynamic Velocity View
Dynamic Target Views
Target Multiple KPIs
Custom Profile Views
Calling Integration (over Mobile)
Navigator Dashboard
Opportunity and Lead Archive View
Multiple Currencies
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Opportunity Bubble Chart View
In-App Notifications
Sales Force Automation
Custom Activities per Pipeline Stages (Sales Activities)
Visual Opportunity and Lead Buying Center
Lead Management
Opportunity Management
Quote Version Management
Email Automation
Email Integration
Company Emails
Approvals Processes
Reporting Engine
Standard Table Reports
Pivot Table Reports
Custom Dashboards
Advanced Reports
Scheduled Reports
Audit
Analytics Engine
Forecasts & Quotas
Insights
Project Engine
Multiple Custom Projects
Gantt View
Objective View
Communications & Activities
Online Forms
Document Management
Advanced Document Management
Reminders
Feeds (Built-in Internal Messaging)
AI Email Assistant
Email Sequencing
Email Personalization
Customizable Email Templates (Text & HTML)
Mass Email Tracking
Calling & Text Messages
Appointment Scheduler
Task Management
Appointment Management
Unlimited Tasks & Appointments
Task and Appointment Calendar View
Tasks Board View
Appointment Timezone Checker
Recurring Tasks
Activities 1-to-Many to Any
Process/Workflow Automation****
Automatizer
Backend Functions & Administration
Custom Entities
Custom User Roles and Permissions
Bulk Ownership Updates
Import Accounts & Contacts from CSV files
Import open Leads & Opportunities from CSV files
Export Accounts/Contacts to Excel/CSV
Export Leads/Opportunities to Excel/CSV
Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
Merge Contact & Accounts
Custom Pipeline Stages
Custom Fields for Opportunity, Lead, Account and Contact Form
Custom Standard Fields for Products
Unlimited Custom Fields
Custom Field Description/User Hint
Custom Web Resource Fields
Custom Fields Calculations
Custom Fields Validation Rules
Custom Fields Pick-Lists
Custom Fields Dynamic Dropdowns
Custom Fields Auto-Number Fields
Custom Products and Services Catalog
Multiple Custom Pipelines
Custom Fields per Pipeline Stages (Sales Actions)
Custom Business Units
Custom Record Preview
Custom Accounts Relations
Custom Standard Fields for Activities
Custom Activity Types
Custom Fields Field Permissions
Multiple Form Views
Lookup Field
Rollup Field
SSL Encryption
Encryption at Rest
GDPR Compliance
30 MB Attachment Limits
Attachment Type Restrictions
Email Domain Restrictions
Audit Log
Daily Database Backups
Sandbox Environment*
2-factor Authentication
Application Integration**
API Call Limits***
Automation Hub Integrations**
Single Sign-On (SAML 2.0)
Custom (Bespoke) Integration possible
Microsoft Integrations
Office 365 Automatic Email Sync
Office 365 Inbox Add-In for Outlook
Contacts Sync to Outlook (Office 365)
Tasks Sync to Outlook (Office 365)
Appointments Sync to Outlook (Office 365)
Send and Track Emails directly from PL (Office 365)
Mass Email Tracking (Office 365)
Customizable Email Templates (Office 365)
Custom Word and Excel Templates
Save Email Attachments to Pipeliner Records
SharePoint Integration
Google Suite Integrations
Gmail Automatic Email Sync
Chrome Extension: Gmail Inbox App
Google Contacts Sync
Google Tasks Sync
Google Appointments Sync
Send and Track Emails directly from PL (Gmail)
Mass Email Tracking (Gmail)
Customizable Email Templates (Gmail)
Chrome Extension: Web Clipper
Custom Google Doc and Google Sheets Templates
Save Email Attachments to Pipeliner Records
Google Drive Integration
Add-ons
Business Card Scanner
Geolocation
Autoprofiler
Mobile App
Mobile Apps (iOS and Android)
Calling Integration (over Mobile)
Education and Technical Support
In app Product Tours
In app, context sensitive Help
Extensive, searchable Knowledge Base
YouTube Videos
Online Chat (8×5)
Email Technical Support (8×5)
Back-up export › (script executed on demand)*
Assigned Account Manager
Prioritized Technical Support*
Pipeliner Quarterly Review
Professional Services*
Admin Training (Online course)*
Onboarding Consultancy and Customization*
Workflow/Automation Consultancy*
User Training (Web Sessions with Pipeliner Trainer)*
Manager Training (Web Sessions with Pipeliner Trainer)*
Admin Training (Web Sessions with Pipeliner Trainer)*
Onsite Training*
Standard Data Import from CSV*
Custom Data Migration*

Insightly CRM Enterprise vs Pipeliner CRM Unlimited

Insightly CRM Enterprise

Pipeliner CRM Unlimited

Automated, customized emails
100s of emails & pages templates
Marketing & Service integration
Pre-built business dashboards
Lead assignment and routing
Schedule outbound emails
Custom page layouts
Custom apps
Products, pricebooks, and quotes
Comprehensive audit logging

Key Account Management
Account Management
Contact Management
Account Hierarchy
Account Relationship Mapping
Contact Relationship Mapping
Visual Account and Contact Org Chart
Visual Opportunity and Lead Buying Center
Whitespace
Account Matrix View
Account Health
Unlimited Accounts & Contacts
Import Accounts and Contacts from CSV files
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Notes Management
Account Plans
Unlimited Leads & Opportunities
Opportunity and Lead Pipeline View
Opportunity, Lead, Account, Contact, and Activity List View
Opportunity, Lead, Account and Contact Compact View
Opportunity, Lead, Account & Contact Map View
Dynamic Velocity View
Dynamic Target Views
Target Multiple KPIs
Custom Profile Views
Calling Integration (over Mobile)
Navigator Dashboard
Opportunity and Lead Archive View
Multiple Currencies
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Opportunity Bubble Chart View
In-App Notifications
Sales Force Automation
Custom Activities per Pipeline Stages (Sales Activities)
Visual Opportunity and Lead Buying Center
Lead Management
Opportunity Management
Quote Version Management
Email Automation
Email Integration
Company Emails
Approvals Processes
Reporting Engine
Standard Table Reports
Pivot Table Reports
Custom Dashboards
Advanced Reports
Scheduled Reports
Audit
Analytics Engine
Forecasts & Quotas
Insights
Project Engine
Multiple Custom Projects
Gantt View
Objective View
Communications & Activities
Online Forms
Document Management
Advanced Document Management
Reminders
Feeds (Built-in Internal Messaging)
AI Email Assistant
Email Sequencing
Email Personalization
Customizable Email Templates (Text & HTML)
Mass Email Tracking
Calling & Text Messages
Appointment Scheduler
Task Management
Appointment Management
Unlimited Tasks & Appointments
Task and Appointment Calendar View
Tasks Board View
Appointment Timezone Checker
Recurring Tasks
Activities 1-to-Many to Any
Process/Workflow Automation****
Automatizer
Backend Functions & Administration
Custom Entities
Custom User Roles and Permissions
Bulk Ownership Updates
Import Accounts & Contacts from CSV files
Import open Leads & Opportunities from CSV files
Export Accounts/Contacts to Excel/CSV
Export Leads/Opportunities to Excel/CSV
Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
Merge Contact & Accounts
Custom Pipeline Stages
Custom Fields for Opportunity, Lead, Account and Contact Form
Custom Standard Fields for Products
Unlimited Custom Fields
Custom Field Description/User Hint
Custom Web Resource Fields
Custom Fields Calculations
Custom Fields Validation Rules
Custom Fields Pick-Lists
Custom Fields Dynamic Dropdowns
Custom Fields Auto-Number Fields
Custom Products and Services Catalog
Multiple Custom Pipelines
Custom Fields per Pipeline Stages (Sales Actions)
Custom Business Units
Custom Record Preview
Custom Accounts Relations
Custom Standard Fields for Activities
Custom Activity Types
Custom Fields Field Permissions
Multiple Form Views
Lookup Field
Rollup Field
SSL Encryption
Encryption at Rest
GDPR Compliance
30 MB Attachment Limits
Attachment Type Restrictions
Email Domain Restrictions
Audit Log
Daily Database Backups
Sandbox Environment*
2-factor Authentication
Application Integration**
API Call Limits***
Automation Hub Integrations**
Single Sign-On (SAML 2.0)
Custom (Bespoke) Integration possible
Microsoft Integrations
Office 365 Automatic Email Sync
Office 365 Inbox Add-In for Outlook
Contacts Sync to Outlook (Office 365)
Tasks Sync to Outlook (Office 365)
Appointments Sync to Outlook (Office 365)
Send and Track Emails directly from PL (Office 365)
Mass Email Tracking (Office 365)
Customizable Email Templates (Office 365)
Custom Word and Excel Templates
Save Email Attachments to Pipeliner Records
SharePoint Integration
Google Suite Integrations
Gmail Automatic Email Sync
Chrome Extension: Gmail Inbox App
Google Contacts Sync
Google Tasks Sync
Google Appointments Sync
Send and Track Emails directly from PL (Gmail)
Mass Email Tracking (Gmail)
Customizable Email Templates (Gmail)
Chrome Extension: Web Clipper
Custom Google Doc and Google Sheets Templates
Save Email Attachments to Pipeliner Records
Google Drive Integration
Add-ons
Business Card Scanner
Geolocation
Autoprofiler
Mobile App
Mobile Apps (iOS and Android)
Calling Integration (over Mobile)
Education and Technical Support
In app Product Tours
In app, context sensitive Help
Extensive, searchable Knowledge Base
YouTube Videos
Online Chat (8×5)
Email Technical Support (8×5)
Back-up export › (script executed on demand)*
Assigned Account Manager
Prioritized Technical Support*
Pipeliner Quarterly Review
Professional Services*
Admin Training (Online course)*
Onboarding Consultancy and Customization*
Workflow/Automation Consultancy*
User Training (Web Sessions with Pipeliner Trainer)*
Manager Training (Web Sessions with Pipeliner Trainer)*
Admin Training (Web Sessions with Pipeliner Trainer)*
Onsite Training*
Standard Data Import from CSV*
Custom Data Migration*

Insightly CRM vs Pipeliner CRM Integrations

Insightly CRM	Pipeliner CRM
ADP Workforce Now Asana BambooHR Calendly DocuSign Jira Magento Shopify Slack WooCommerce	Office 365 Hubspot Zendesk PandaDoc Zapier Jira Zoom Dropbox FullContact Tray.io

* Please note that the list above may not be complete please check each company’s website for a complete list.

Other Included Features

	Insightly CRM	Pipeliner CRM
API	Yes	Yes
Outlook Integration	Yes	Yes
Gmail Integration	Yes	Yes
QuickBooks Integration	Yes	Yes
Shopify Integration	Yes	Yes
WordPress Integration	Yes	No
Mailchimp Integration	Yes	Yes
WhatsApp integration	No	No
Facebook Integration	Yes	Yes
LinkedIn Integration	Yes	No
Twitter/X Integration	Yes	Yes
Google Calendar Integration	Yes	Yes
Excel Integration	Yes	Yes
Office 365 Integration	Yes	Yes
Google Sheets Integration	Yes	No
Xero Integration	Yes	Yes
Notion Integration	No	No
Asana Integration	Yes	Yes
Trello Integration	Yes	Yes
Zapier Integration	Yes	Yes
Invoicing	No	No
Marketing Automation	Yes	Yes
Email Marketing	Yes	No
SMS & Text Messaging	No	No
Project Management	Yes	Yes
AI	No	Yes
Voip & Telephony Integration	No	No
Dialer	No	No
Contract Management	Yes	Yes
Inventory Management	No	No
Quoting	Yes	Yes
Drip Marketing	No	Yes
Customer Portal	No	No
Appointment Scheduling	Yes	Yes
Workflow Automation & Management	Yes	Yes
ERP	No	No
Order Management	No	No
Ticketing System	No	No
Call Recording	No	Yes
Call Tracking	No	No
Task Management	Yes	Yes
Paypal & Payment Processing	Yes	No
Document Management	Yes	Yes
Shared Inbox	No	No
Create Landing Pages	No	Yes
Chat Function	Yes	Yes
Website Builder	No	No
Help Desk	Yes	Yes
GPS Tracking	No	No
Loyalty Program	No	No
Cloud Storage	Yes	Yes
Document Storage	Yes	Yes
Mapping	No	Yes

Insightly CRM vs Pipeliner CRM Industry Specific CRM Solutions

The following comparison looks at whether or not Insightly CRM or Pipeliner CRM have dedicated landing pages explaining how their CRM software could be used for each industry.

	Insightly CRM	Pipeliner CRM
Accountants & Accounting Firms	No	No
Architects & Architecture Firms	No	No
Automotive Industry	No	No
Banks & Banking	No	Yes
Call Centers	No	No
Car & Auto Dealerships	No	No
Charity & Non-profit	No	No
Churches	No	No
Cleaners & Cleaning Businesses	No	No
Coaches	No	No
Consultants & Consulting Firms	Yes	Yes
Construction	Yes	No
Contractors	Yes	No
Co-working	No	No
Credit Unions	No	No
Customer Service	No	No
Dentists	No	No
Doctors	Yes	No
Ecommerce	Yes	No
Email Marketing	Yes	No
Electricians & Electrical Contractors	No	No
Engineers & Engineering Firms	Yes	No
Event Management	No	No
Field Service	No	No
Financial Advisors & Services	Yes	Yes
Freight Brokers & Forwarders	No	No
Government & Public Sector	No	No
Graphic Designers & Creatives	No	No
Gyms	No	No
Healthcare Providers	Yes	No
Hotels & Hospitality	No	No
HVAC	No	No
Insurance Agents	Yes	Yes
Investment Banking	No	No
Landscapers	No	No
Lawyers & Law Firms	Yes	No
Logistics	No	Yes
Manufacturing	Yes	Yes
Marketing	Yes	No
Mortgage Brokers & Loan Offices	No	No
Movers & Moving Companies	No	No
Museums	No	No
Personal Trainers	No	No
Photographers	No	No
Plumbers	No	No
Political Campaigns	No	No
Private Equity	No	No
Professional Services	Yes	No
Property Management	No	No
Real Estate	Yes	No
Recruiting & Recruitment Agencies	No	No
Restaurants	No	No
Retail	No	No
Roofers & Roofing	No	No
SaaS	Yes	No
Schools	No	No
Senior Living	No	No
Solar Businesses	Yes	No
Sports Teams	No	No
Staffing Agencies	No	No
Telemarketing	No	No
Therapists	No	No
Tour Operators	No	No
Travel Agents	Yes	No
Universities, College & Higher Education	No	No
Web Designers	No	No
Wholesalers & Distributors	No	No

Insightly CRM vs Pipeliner CRM Pros & Cons

Insightly CRM Pros Automate workflows, emails, tasks and reports Appropriate for All CRM Proficiency Levels Excellent integration	Pipeliner CRM Pros Features various data viewing options Email Sequences functionality Intuitiveness and visual nature of the application
Insightly CRM Cons Customization Complexity Learning Curve Search feature needs improvement	Pipeliner CRM Cons Limited customization Expensive No Free plan

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