Insightly vs Coevera: CRM Platform Comparison

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

$29/moInsightly entry plan

Plus

$75/moCoevera entry plan

Starter

Insightly Pricing (as of September 2026)

Source: Insightly Pricing

Coevera Pricing (as of September 2026)

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

Insightly lists

• Lead and contact management
• Lead assignment and routing
• Opportunity management
• Customizable sales processes
• Workflow automation
• Project management
• and 2 more listed below

Coevera lists

• 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

Getting Started Checklist

1. Define your customer relationship management and sales pipeline tracking requirements and monthly budget
2. Estimate your expected contacts and deals to find the right tier
3. List the integrations your team currently relies on
4. Sign up for free trials or demos of both platforms
5. Run a small test with each tool before making a commitment
6. 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.