Insightly vs Salesforce Account Engagement
Compare Insightly and Salesforce Account Engagement on features, pricing, and buyer fit using the same researched criteria.
Insightly
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
VS
Our verdict
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.
Salesforce Account Engagement
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
Evidence & transparency
Sources and research process behind this comparison.
Sources
6
Criteria
10
Screenshots
13
Sources consulted
| Title | Product | Type |
|---|---|---|
| Insightly Pricing | Insightly | official-pricing-page |
| Insightly | Insightly | official-product-page |
| Salesforce Account Engagement Pricing | Salesforce Account Engagement | official-pricing-page |
| Salesforce Account Engagement | Salesforce Account Engagement | official-product-page |
| Salesforce Account Engagement Pricing (fixture snapshot) | Salesforce Account Engagement | fixture |
| Salesforce Account Engagement Product (fixture snapshot) | Salesforce Account Engagement | fixture |
Methodology steps
- 1Collect first-party product and pricing evidence
- 2Map both products to the same category criteria
- 3Record criterion outcomes with confidence and sources
- 4Publish only when editorial gates allow indexing
Methodology version 1.0.0.
Affiliate relationships never change comparison outcomes. We evaluate both products on the same criteria and allow ties when evidence does not support a universal winner.
Read full methodology →Some visit links may be affiliate links — we may earn a commission at no extra cost to you. Comparison outcomes are never based on commission.