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
Screenshots
Verified product UI captures from research — never stock imagery.
Insightly
Salesforce Account Engagement
No screenshots in this filter.
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