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
Pros & cons
A balanced look at where each product shines — and where it falls short.
Insightly
Strengths in greenPros
- Stronger on ease of use
- Stronger on pipeline management
- Stronger on sales automation
- Stronger on administration
Cons
- Trails on email capabilities
- Trails on reporting
- Trails on integrations
Best for
Insightly fits many small-business CRM evaluations
Salesforce Account Engagement
Trade-offs in redPros
- Stronger on email capabilities
- Stronger on reporting
- Stronger on integrations
- Stronger on scalability
Cons
- Trails on ease of use
- Trails on pipeline management
- Trails on sales automation
Best for
B2B marketing automation natively aligned to Salesforce Sales Cloud — Account Engagement (formerly Pardot) for enterprise nurture and sales handoff.
Choose if…
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.
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