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Software · head to head

Insightly vs Salesforce

Insightly logo

Insightly

Software

CRM & project management for any business

From
Free
Rated
-
Full reviewWebsite
Salesforce logo

Salesforce

Software

World's #1 CRM

From
$25/month
Rated
-
Full reviewWebsite

The short version

  • Only Insightly has a free tier, so it costs nothing to try first.
  • Each has a real cost: Insightly record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier; Salesforce sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually
  • They diverge on capability: Insightly covers Deal tracking, Salesforce covers Opportunity management.

Where they differ

Only the attributes on which Insightly and Salesforce actually diverge.

Attributes where Insightly and Salesforce differ
AttributeInsightlySalesforce
Starting priceFree$25/month
Free tierYesNo
PlatformsWeb, Ios, AndroidWeb, Ios, Android, Api
Founded20101999

Identical on both: pricing model (subscription), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Insightly

  • Deal tracking
  • Project management
  • Task management
  • Reporting
  • Mobile app
  • Zapier
  • Google Drive
  • GDPR

Only in Salesforce

  • Opportunity management
  • Lead management
  • Reports & dashboards
  • Workflow automation
  • Mobile access
  • AppExchange
  • Microsoft 365
  • Google Workspace

Both cover

  • Contact management
  • Email integration
  • Mailchimp
  • Slack
  • DocuSign
  • SOC2
  • ISO27001

What people use each for

The jobs each tool is most often brought in to do.

Insightly

  • CRM with project delivery tracking after the salenot Salesforce
  • Managing leads, opportunities and customer projects in one record setnot Salesforce

Salesforce

  • Sales managementnot Insightly
  • Customer servicenot Insightly
  • Marketing automationnot Insightly
  • Lead generationnot Insightly
  • Analytics & reportingnot Insightly

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Insightly

  • Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • Workflow automation requires the Professional plan at $49 per user per month
  • AI Copilot is metered by query, at 75 on Plus and 100 on Professional
  • Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
  • CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
  • Sandboxes and audit logging are Enterprise only at $99 per user per month

Salesforce

  • Sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually

Pricing, plan by plan

Insightly

Free
  • FreeFree
    • Up to 2 users
    • Contact management
  • Plus$29/month
    • Everything in Free
    • CRM features
    • Project management
  • Professional$59/month
    • Everything in Plus
    • Advanced reporting
    • Custom fields

Salesforce

$25/month
  • Essentials$25/month
    • Account & contact management
    • Opportunity tracking
    • Lead management
  • Professional$80/month
    • Everything in Essentials
    • Complete CRM
    • Lead scoring
  • Enterprise$165/month
    • Everything in Professional
    • Workflow automation
    • Advanced analytics
  • Unlimited$330/month
    • Everything in Enterprise
    • Unlimited customizations
    • 24/7 support

Which should you pick?

Choose Insightly if

  • You need deal tracking.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want project management.
Insightly review

Choose Salesforce if

  • You need opportunity management.
  • You work on Web, Ios, Android, Api.
  • You also want lead management.
Salesforce review

Questions people ask

Is Insightly or Salesforce better?
Neither clearly leads. Insightly starts at Free and Salesforce at $25/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or Salesforce?
Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and $25/month for Salesforce.
Does Insightly or Salesforce run on more platforms?
Insightly runs on Web, Ios, Android. Salesforce runs on Web, Ios, Android, Api.
Can I use Insightly for free?
Yes. Insightly has a free tier, so you can try it without paying. Salesforce starts at $25/month.
What is Insightly best used for?
Insightly is most often used for crm with project delivery tracking after the sale, managing leads, opportunities and customer projects in one record set. Of those, crm with project delivery tracking after the sale and managing leads, opportunities and customer projects in one record set are not what Salesforce is typically brought in for.
What can Insightly do that Salesforce cannot?
Insightly covers Deal tracking, Project management, Task management, Reporting. Salesforce covers Opportunity management, Lead management, Reports & dashboards, Workflow automation. Both handle Contact management, Email integration, Mailchimp, Slack.
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