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
Comparison scorecard
Criterion-by-criterion results for Insightly and Salesforce Account Engagement. Numeric bars appear only when both products have approved scores.
- Insightly
Ease of use
How quickly teams become productive.
Insightly leads on ease of use (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Salesforce Account Engagement6/10 - Insightly
Pipeline management
Deal stages, visibility, and pipeline hygiene.
Insightly leads on pipeline management (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Salesforce Account Engagement5/10 - Insightly
Sales automation
Automations that reduce repetitive sales work.
Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Salesforce Account Engagement6/10 - Salesforce Account Engagement
Email capabilities
Native email workflows and tracking.
Salesforce Account Engagement leads on email capabilities (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly6/10Salesforce Account Engagement8/10 - Salesforce Account Engagement
Reporting
Reporting and forecasting quality.
Salesforce Account Engagement leads on reporting (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly6/10Salesforce Account Engagement7/10 - Tie
Customization
Fields, workflows, and configurability.
Insightly and Salesforce Account Engagement are close on customization (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Salesforce Account Engagement7/10 - Salesforce Account Engagement
Integrations
Important third-party integrations.
Salesforce Account Engagement leads on integrations (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Salesforce Account Engagement9/10 - Insightly
Administration
Admin overhead and ongoing maintenance.
Insightly leads on administration (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
InsightlyStrongerSalesforce Account EngagementWeaker - Salesforce Account Engagement
Scalability
Fit as team size and complexity grow.
Salesforce Account Engagement leads on scalability (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Salesforce Account Engagement8/10 - Insightly
Value for money
Capability relative to total cost of ownership.
Insightly leads on value for money (8/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly8/10Salesforce Account Engagement6/10
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