Salesforce vs Insightly CRM (2024 Comparison)
Salesforce offers a comprehensive CRM solution with extensive features and scalability. Its robust integration options make it a top choice for businesses seeking to enhance customer relationships.
- Comprehensive CRM features.
- Highly scalable for growth.
- Extensive integration options.
- Steep learning curve.
- Higher cost for small businesses.
Free plan?
NoStarting price
$25 per month per user
Insightly CRM provides an affordable and user-friendly CRM solution, ideal for small businesses. Its strong project management tools enhance team collaboration and productivity.
- User-friendly interface.
- Affordable for small businesses.
- Strong project management tools.
- Limited advanced features.
- Fewer integrations available.
Free plan?
YesStarting price
$29 per user / monthWhat is Salesforce?
Salesforce is a leading customer relationship management (CRM) platform that helps businesses streamline their sales, service, and marketing operations. It offers a comprehensive suite of tools to manage customer interactions, automate workflows, and gain insights through analytics. With Salesforce, you can enhance customer engagement, improve team collaboration, and drive business growth. Its robust features and scalability make it an ideal choice for businesses of all sizes, ensuring you stay ahead in a competitive market.
What is Insightly CRM?
Insightly CRM is a versatile customer relationship management tool designed to help businesses manage their customer interactions and sales processes efficiently. It offers features like contact management, project management, and workflow automation, making it a valuable asset for small to medium-sized businesses. Insightly CRM helps you keep track of customer data, streamline communication, and improve team collaboration, ultimately enhancing your business's productivity and customer satisfaction.
Pros and Cons of Salesforce vs Insightly CRM
Pros & Cons of Salesforce
- Salesforce offers a wide range of CRM features that cater to various business needs, making it a versatile solution for managing customer relationships effectively.
- Salesforce is designed to accommodate the needs of growing businesses, ensuring you can scale your operations seamlessly as your business expands.
- Salesforce provides a vast array of integration options, allowing you to connect with other tools and platforms to enhance your business processes.
- Salesforce's extensive features may require a learning curve, making it challenging for new users to navigate the platform initially.
- Salesforce's pricing may be higher for small businesses, making it less accessible for those with limited budgets.
Pros & Cons of Insightly CRM
- Insightly CRM offers an intuitive and user-friendly interface, making it easy for users with varying technical skills to navigate the platform.
- Insightly CRM provides cost-effective solutions, making it an attractive option for small businesses with limited budgets.
- Insightly CRM excels in project management, offering tools that enhance team collaboration and productivity for businesses with straightforward project needs.
- Insightly CRM may lack some advanced features that larger businesses require, making it less suitable for complex business needs.
- Insightly CRM offers fewer integration options compared to Salesforce, limiting connectivity with other tools and platforms.
Salesforce vs Insightly CRM: At A Glance
Value to Price
Salesforce offers a comprehensive suite of features that justify its pricing, making it a valuable investment for businesses seeking robust CRM solutions. Insightly CRM, while more affordable, provides essential features that cater to small and medium-sized businesses. If you're looking for a cost-effective solution with essential CRM functionalities, Insightly CRM is a great choice.
Ease of Use
Salesforce, with its extensive features, may require a learning curve, but its user-friendly interface makes navigation easier over time. Insightly CRM, on the other hand, is known for its intuitive design, making it accessible for users with varying technical skills. If ease of use is a priority, Insightly CRM is a more straightforward option.
Functionality
Salesforce excels in functionality, offering a wide range of tools for sales, marketing, and customer service. Insightly CRM provides essential CRM functionalities, making it suitable for businesses with straightforward needs. If you require advanced features and customization, Salesforce is the better choice.
Scalability
Salesforce is highly scalable, accommodating the needs of growing businesses with ease. Insightly CRM is suitable for small to medium-sized businesses but may require additional resources as your business expands. If scalability is a key consideration, Salesforce is the more adaptable option.
Integrations
Salesforce offers a vast array of integrations, allowing seamless connectivity with other tools and platforms. Insightly CRM provides essential integrations, catering to common business needs. If you require extensive integration capabilities, Salesforce is the superior choice.
Customer Support
Salesforce provides comprehensive customer support, ensuring users receive assistance when needed. Insightly CRM offers reliable support, but may not match the extensive resources available with Salesforce. If customer support is a priority, Salesforce offers more robust options.
Security
Salesforce prioritizes security, offering advanced measures to protect sensitive data. Insightly CRM provides essential security features, suitable for small to medium-sized businesses. If security is a top concern, Salesforce offers more comprehensive protection.
Overall Rating
Salesforce stands out with its extensive features, scalability, and robust support, making it a top choice for businesses seeking a comprehensive CRM solution. Insightly CRM is a reliable option for small to medium-sized businesses, offering essential features at a more affordable price.
Salesforce vs Insightly CRM: A Detailed Breakdown of Key Features
Contact Management
Salesforce offers a robust contact management system, allowing you to track and manage customer interactions efficiently. Its advanced features enable you to gain insights into customer behavior and preferences. Insightly CRM provides essential contact management tools, making it suitable for small to medium-sized businesses. If you require advanced contact management capabilities, Salesforce is the better choice.
Project Management
Salesforce provides project management tools that integrate seamlessly with its CRM features, enhancing team collaboration and productivity. Insightly CRM excels in project management, offering intuitive tools that cater to businesses with straightforward project needs. If project management is a priority, Insightly CRM offers a more focused solution.
Workflow Automation
Salesforce excels in workflow automation, allowing you to automate complex business processes and improve efficiency. Insightly CRM offers essential automation features, suitable for businesses with straightforward needs. If you require advanced automation capabilities, Salesforce is the superior choice.
Analytics and Reporting
Salesforce provides comprehensive analytics and reporting tools, enabling you to gain valuable insights into your business performance. Insightly CRM offers basic reporting features, suitable for small to medium-sized businesses. If analytics and reporting are crucial, Salesforce offers more advanced options.
Mobile Access
Salesforce offers a mobile app that provides access to CRM features on the go, ensuring you stay connected with your business. Insightly CRM also provides mobile access, making it convenient for users who need to manage their CRM on the move. If mobile access is a priority, both tools offer reliable solutions.
Customization
Salesforce offers extensive customization options, allowing you to tailor the platform to your specific business needs. Insightly CRM provides essential customization features, suitable for small to medium-sized businesses. If customization is important, Salesforce offers more flexibility.
Pricing Comparison of Salesforce and Insightly CRM
We’ve compiled the pricing tables and highlighted the key features of both Salesforce and Insightly CRM to aid in your decision-making process. Let’s explore what each platform has to offer.
Salesforce Pricing Plans
- Access sales data from anywhere on any device seamlessly.
- Customize and automate sales processes to enhance productivity.
- Collaborate across your company with ease and efficiency.
- Create and track quotes and orders effectively.
- Enhanced sales engagement and conversation intelligence tools.
- Access to premier success plan for expert guidance.
- Integrate sales data with any application seamlessly.
- Boost seller productivity with AI-driven insights.
- Automate workflows and approvals to streamline operations.
- Access conversation intelligence for improved communication.
- Flexible CRM with web API for custom integrations.
- Boost revenue with integrated sales and data management.
- Premier success plan and full sandbox for testing.
- Comprehensive sales engagement and conversation intelligence.
- Developer support for custom solutions and integrations.
- Intelligent automation to enhance sales processes.
- Performance management and sales programs for team efficiency.
- Team collaboration with Slack for seamless communication.
- Connect and unify all data with Data Cloud.
- Revenue intelligence for actionable sales insights.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Our Rating Methodology
We rigorously evaluate each CRM tool, assessing key features like functionality, scalability, and integrations. By analyzing user reviews, we ensure our recommendations fit your needs. Each factor is weighted by importance to deliver a reliable final rating, helping you make informed decisions.
Salesforce or Insightly CRM: Which One Matches Your Business Needs?
Choose Salesforce If You Need ...
- Comprehensive CRM solution
If you need a comprehensive CRM solution with extensive features and scalability, Salesforce is the ideal choice. Its robust integration options and advanced functionalities make it suitable for businesses seeking to enhance customer relationships.
- Advanced customization options
If you require advanced customization options to tailor the CRM platform to your specific business needs, Salesforce offers the flexibility you need. Its extensive customization capabilities make it a top choice for businesses seeking personalized solutions.
Choose Insightly CRM If You Need ...
- User-friendly CRM tool
If you are a small business owner looking for a user-friendly CRM tool, Insightly CRM is the perfect choice. Its intuitive interface and affordable pricing make it accessible for users with varying technical skills.
- Strong project management features
If you need strong project management features to enhance team collaboration and productivity, Insightly CRM offers the tools you need. Its project management capabilities make it suitable for businesses with straightforward project needs.
Frequently Asked Questions
What are the key differences between Salesforce and Insightly CRM?
Which CRM tool is more suitable for small businesses?
How do Salesforce and Insightly CRM compare in terms of integrations?
What are the advantages of using Salesforce for CRM?
What are the advantages of using Insightly CRM for CRM?
How do Salesforce and Insightly CRM compare in terms of customer support?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
