SoftwareGlimpse

Insightly vs Salesforce Account Engagement

Compare Insightly and Salesforce Account Engagement on features, pricing, and buyer fit using the same researched criteria.

Independently recommendedLast updated Aug 20, 20266 evidence sources13 screenshotsHow we compare

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Insightly

6.9/10

CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.

Best for

• Insightly fits many small-business CRM evaluations
• Insightly is evaluated here as a CRM/sales tool
• Insightly combines CRM and project management for service-oriented SMB teams.

Starting from $29.00/user/mo

No free plan

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Our verdict

No universal winner

There is no universal winner between Insightly and Salesforce Account Engagement. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Insightly is better for

✓ Ease of use
✓ Pipeline management
✓ Sales automation
✓ Administration

Salesforce Account Engagement is better for

✓ Email capabilities
✓ Reporting
✓ Integrations
✓ Scalability

Tie

• Customization

Choose Insightly if: Insightly fits many small-business CRM evaluations

Choose Salesforce Account Engagement if: B2B marketing automation natively aligned to Salesforce Sales Cloud — Account Engagement (formerly Pardot) for enterprise nurture and sales handoff.

See detailed comparison ↓

Salesforce Account Engagement

6.7/10

Salesforce Account Engagement (Pardot) B2B marketing automation — Salesforce-native nurture and lead management via custom quote; CRM-primary with marketing secondary for landscape context.

Best for

• B2B marketing automation natively aligned to Salesforce Sales Cloud — Account Engagement (formerly Pardot) for enterprise nurture and sales handoff.

No free plan

Visit Salesforce Account Engagement

Insightly vs Salesforce Account Engagement at a glance

Criterion-level leaders from verified research.

Full scorecard →

Scorecard preview

Criterion leaders based on verified research — open the Scorecard tab for evidence detail.

Ease of useInsightly
Insightly
Salesforce Account Engagement
Pipeline managementInsightly
Insightly
Salesforce Account Engagement
Sales automationInsightly
Insightly
Salesforce Account Engagement
Email capabilitiesSalesforce Account Engagement
Insightly
Salesforce Account Engagement
ReportingSalesforce Account Engagement
Insightly
Salesforce Account Engagement

Which CRM is better for you?

Quick picks based on fit — not a universal ranking.

→ Insightly
Best for ease of use
Insightly leads on ease of use (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Insightly
Best for pipeline management
Insightly leads on pipeline management (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Insightly
Best for sales automation
Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Salesforce Account Engagement
Best for email capabilities
Salesforce Account Engagement leads on email capabilities (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Salesforce Account Engagement
Best for reporting
Salesforce Account Engagement leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Salesforce Account Engagement
Best for integrations
Salesforce Account Engagement leads on integrations (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

The biggest differences

Where the products diverge most clearly on verified criteria.

Pipeline management
Insightly wins
Insightly
Insightly leads on pipeline management (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Salesforce Account Engagement
Trails Insightly on this criterion
Email capabilities
Salesforce Account Engagement wins
Insightly
Trails Salesforce Account Engagement on this criterion
Salesforce Account Engagement
Salesforce Account Engagement leads on email capabilities (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Sales automation
Insightly wins
Insightly
Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Salesforce Account Engagement
Trails Insightly on this criterion
Reporting
Salesforce Account Engagement wins
Insightly
Trails Salesforce Account Engagement on this criterion
Salesforce Account Engagement
Salesforce Account Engagement leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Value for money
Insightly wins
Insightly
Insightly leads on value for money (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Salesforce Account Engagement
Trails Insightly on this criterion

Which should you choose?

Choose Insightly if

Insightly fits many small-business CRM evaluations
Insightly is evaluated here as a CRM/sales tool
Insightly combines CRM and project management for service-oriented SMB teams.

Choose Salesforce Account Engagement if

B2B marketing automation natively aligned to Salesforce Sales Cloud — Account Engagement (formerly Pardot) for enterprise nurture and sales handoff.

Related comparisons

Alternatives to consider

How we compare

A short look at the comparison process. Full methodology

1
Collect
Collect official product information, pricing, and product evidence.
2
Normalize
Map evidence to the same category evaluation criteria for both products.
3
Compare
Evaluate both products against identical criteria — ties and depends are allowed.
4
Explain
Show why each product wins, loses, or ties, with evidence behind the outcome.

Still deciding between Insightly and Salesforce Account Engagement?

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