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
Feature comparison
Grouped feature support from verified product research for Insightly and Salesforce Account Engagement.
Core CRM
| Feature | Insightly | Salesforce Account Engagement | Winner |
|---|---|---|---|
| Contact management | Strong | Strong | Tie |
| Lead management | Strong | Strong | Tie |
| Pipeline management | Strong | Moderate | Insightly |
| Deal management | Strong | Moderate | Insightly |
Sales engagement
| Feature | Insightly | Salesforce Account Engagement | Winner |
|---|---|---|---|
| Email sync | Strong | Strong | Tie |
| Email tracking | Not evidenced | Strong | — |
| Workflow automation | Strong | Strong | Tie |
| Sales automation | Strong | Moderate | Insightly |
Reporting
| Feature | Insightly | Salesforce Account Engagement | Winner |
|---|---|---|---|
| Reporting | Strong | Strong | Tie |
| Forecasting | Moderate | Not evidenced | — |
Platform
| Feature | Insightly | Salesforce Account Engagement | Winner |
|---|---|---|---|
| Integrations | Strong | Strong | Tie |
| Custom fields | Strong | Strong | Tie |
| Custom pipelines | Strong | Strong | Tie |
| Mobile app | Strong | Strong | Tie |
| AI assistance | Moderate | Strong | Salesforce Account Engagement |
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.