Insightly vs Pipedrive——どっちが優秀？
Insightlyを選ぶべき人: CRMとプロジェクト管理を1つのツールで済ませたい、2つのサブスク不要な小規模ビジネス
Pipedriveを選ぶべき人: エンタープライズの肥大化なしで、パイプライン優先のCRMが欲しいセールス特化チーム向け
私たちの見解: Insightly for simplicity, Pipedrive for power users.
| Insightly | Pipedrive | |
|---|---|---|
| 料金 | Free for up to 2 users | Plus $29/user/mo | No free plan (14-day trial) | Essential $14/user/mo |
| 機能 | Project management post-sale, Relationship linking, Custom dashboards, Workflow automation, AppConnect integrations | Visual deal pipeline, Activity-based selling, Email integration, Workflow automations, AI sales assistant |
| こんな人に最適 | Small businesses that want CRM and project delivery in one tool without buying two subscriptions | Sales-focused teams that want a pipeline-first CRM without enterprise bloat |
| 学習コスト | 普通 | 簡単 |
本当の違い
Both offer free tiers, so the real question is what you get when you start paying.
Insightly stands out with Project management post-sale and Relationship linking. Pipedrive counters with Visual deal pipeline and Activity-based selling.
Insightly's Achilles heel: the ui feels like 2015 — functional but clunky, and reporting takes too many clicks. Pipedrive's: marketing features are weak — no built-in email marketing, landing pages, or content management. Pick whichever weakness you can live with.
結論
If you value project management post-sale and crmとプロジェクト管理を1つのツールで済ませたい、2つのサブスク不要な小規模ビジネス, go with Insightly. If エンタープライズの肥大化なしで、パイプライン優先のcrmが欲しいセールス特化チーム向け matters more, Pipedrive is your pick. Neither is a bad choice — but one will fit your workflow better.