Insightly vs Coevera: CRM Platform Comparison
Compare Insightly and Coevera side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
Insightly and Coevera are both CRM and sales pipeline tracking tools, but Insightly starts at $29/mo with 3 pricing tiers and 10 listed integrations, while Coevera starts at $75/mo with 4 pricing tiers and built-in AI via its Voyager Assistant. Insightly suits budget-conscious teams with complex tech stacks; Coevera suits growing teams needing scalable, visual pipeline management.
Key takeaways
- Insightly's entry plan costs $29/mo, while Coevera's entry plan costs $75/mo.
- Insightly offers 3 pricing tiers (Plus, Professional, Enterprise) compared to Coevera's 4 tiers (Starter, Business, Enterprise, Unlimited).
- Insightly lists 10 integrations including Slack, QuickBooks Online, Xero, Shopify, and Jira, while Coevera lists 8 integrations including Microsoft 365, Google Drive, and RingCentral.
- The only integration shared by both platforms, as listed, is Gmail.
- Coevera was formerly known as Pipeliner CRM and includes a built-in Voyager AI Assistant, while Insightly includes an AI Copilot feature.
Reviewed and updated September 5, 2026
Insightly vs Coevera: CRM Platform Comparison
If you are comparing customer relationship management and sales pipeline tracking tools, Insightly and Coevera will likely both appear on your radar. They share some surface-level similarities, but the details reveal important differences in pricing, capability, and target audience.
The Quick Answer
By each vendor's own wording, Insightly lists lead and contact management and lead assignment and routing, while Coevera lists opportunity and lead pipeline view and account management with compact, bubble chart and map views. A capability both offer can appear under different names, so read both feature lists below.
Insightly offers a lower entry point at $29/mo compared to Coevera at $75/mo.
If your priority is organizing contacts, tracking deals, and forecasting revenue, both tools target it. The right choice depends on your budget, team size, and the specific capabilities you need most.
Understanding the Core Difference
Insightly is Insightly is a CRM for fast-growing companies that tracks all pipeline data in one place, auto-scores leads and sends follow-ups. It is sold alongside Insightly marketing automation, support and ticketing, and the AppConnect workflow builder.
Coevera is Coevera, formerly Pipeliner CRM, is a visual-pipeline B2B sales CRM with built-in AI. It helps sales teams manage deals through a drag-and-drop pipeline, with the Voyager AI Assistant, no-code automation and account intelligence.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Starter
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Coevera Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Starter | $75/mo | Unlimited Accounts & Contacts; minimum 3 users |
| Business | $100/mo | Unlimited Accounts & Contacts |
| Enterprise | $130/mo | Unlimited Accounts & Contacts |
| Unlimited | $165/mo | Unlimited Accounts & Contacts |
Source: Coevera Pricing
Pricing Analysis
Insightly is more affordable at the entry level ($29/mo vs $75/mo). For teams with tight budgets or those just getting started with customer relationship management and sales pipeline tracking, this price difference matters.
Coevera offers 4 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
- Opportunity and Lead Pipeline View
- Account Management with Compact, Bubble Chart and Map views
- Multiple Pipelines
- Product Catalog
- Automatizer no-code automation
- Sales Forecasting
- and 2 more listed below
Insightly Key Features
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Coevera Key Features
- Opportunity and Lead Pipeline View
- Account Management with Compact, Bubble Chart and Map views
- Multiple Pipelines
- Product Catalog
- Automatizer no-code automation
- Sales Forecasting
- Sales Reporting
- Voyager AI Assistant
The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.
Listed only by Insightly
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Listed only by Coevera
- Opportunity and Lead Pipeline View
- Account Management with Compact, Bubble Chart and Map views
- Multiple Pipelines
- Product Catalog
- Automatizer no-code automation
- Sales Forecasting
- Sales Reporting
- Voyager AI Assistant
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Coevera Integrations
Coevera connects with: Gmail, Microsoft 365, Google Calendar, Google Tasks, Google Drive, Dropbox, PandaDoc, RingCentral.
Shared Integrations
Both tools integrate with: Gmail.
Integrations listed only by Insightly: Slack, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Integrations listed only by Coevera: Microsoft 365, Google Calendar, Google Tasks, Google Drive, Dropbox, PandaDoc, RingCentral.
Use Case Recommendations
Best Fit for Insightly
- Budget-conscious teams looking for an affordable CRM platform
- Organizations with complex tech stacks needing broad integration support (10 integrations)
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
Best Fit for Coevera
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
- Growing teams that need scalable contact management
Feature Comparison Summary
| Feature | Insightly | Coevera |
|---|---|---|
| Starting Price | $29/mo | $75/mo |
| Top Tier Price | $99/mo | $165/mo |
| Total Features Listed | 8 | 8 |
| Integrations | 10 | 8 |
Getting Started Checklist
- Define your customer relationship management and sales pipeline tracking requirements and monthly budget
- Estimate your expected contacts and deals to find the right tier
- List the integrations your team currently relies on
- Sign up for free trials or demos of both platforms
- Run a small test with each tool before making a commitment
- Evaluate the onboarding experience and support quality
Final Thoughts
Insightly and Coevera both serve the customer relationship management and sales pipeline tracking market. Insightly offers a more accessible entry point at $29/mo, while Coevera starts at $75/mo. Your decision should weigh pricing against the specific features that matter most for your workflow.
Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.
Pricing and features verified as of September 2026. Visit Insightly and Coevera for current information.
Frequently asked questions.
Frequently asked questions- How much does Insightly cost compared to Coevera?
- Insightly's entry-level Plus plan costs $29/mo, while Coevera's entry-level Starter plan costs $75/mo. Insightly also offers a Professional plan at $49/mo and an Enterprise plan at $99/mo, whereas Coevera adds Business at $100/mo, Enterprise at $130/mo, and Unlimited at $165/mo.
- What is the main difference between Insightly and Coevera?
- Insightly is described as a CRM for fast-growing companies that tracks pipeline data in one place, auto-scores leads, and sends follow-ups, sold alongside marketing automation and support ticketing. Coevera, formerly Pipeliner CRM, is a visual-pipeline B2B sales CRM built around drag-and-drop pipelines and the Voyager AI Assistant.
- Which CRM has more integrations, Insightly or Coevera?
- Insightly lists 10 integrations, including Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, and ZoomInfo. Coevera lists 8 integrations, including Gmail, Microsoft 365, Google Calendar, Google Tasks, Google Drive, Dropbox, PandaDoc, and RingCentral. Gmail is the only integration listed by both.
- Which tool is better for budget-conscious teams?
- Insightly is positioned as the better fit for budget-conscious teams, since its entry plan costs $29/mo versus Coevera's $75/mo. It is also recommended for organizations with complex tech stacks needing broad integration support across its 10 listed integrations.
- Does Coevera have AI features like Insightly?
- Yes, both platforms list AI-related features. Insightly includes an AI Copilot among its key features, while Coevera includes the Voyager AI Assistant as part of its built-in AI capabilities alongside no-code automation and account intelligence.
About the author.
Tim Carden is CMO / CTO at RevenueFlow, which builds and operates outbound revenue engines for B2B companies. Studied at McGill University.
Tim Carden · CMO / CTO
Connect on LinkedIn →Explore more.
Ready to scale your outreach?
We build GTM engines that book real meetings. See the receipts.
Related articles.
AroundDeal vs Salesflare: Data Enrichment Tool vs CRM Platform Comparison
Compare AroundDeal (data enrichment tool) and Salesflare (CRM platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Evaboot vs Microsoft Dynamics 365 Sales: Data Enrichment Tool vs CRM Platform Comparison
Compare Evaboot (data enrichment tool) and Microsoft Dynamics 365 Sales (CRM platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Agile CRM vs Copper: CRM Platform Comparison
Compare Agile CRM and Copper side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.
Agile CRM vs LeadIQ: CRM Platform vs Data Enrichment Tool Comparison
Compare Agile CRM (CRM platform) and LeadIQ (data enrichment tool) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Kommo vs Luru: CRM Platform vs Sales Engagement Platform Comparison
Compare Kommo (CRM platform) and Luru (sales engagement platform) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Agile CRM vs Capsule CRM: CRM Platform Comparison
Compare Agile CRM and Capsule CRM side by side. See pricing, features, and integrations to choose the right CRM platform for your needs.