SoftwareGlimpse

Insightly vs Salesforce

Compare Insightly and Salesforce on features, pricing, and buyer fit using the same researched criteria.

Independently recommendedLast updated Aug 20, 20268 evidence sources23 screenshotsHow we compare

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Insightly

6.9/10

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

Visit Insightly

VS

Our verdict

No universal winner

There is no universal winner between Insightly and Salesforce. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.

Insightly is better for

✓ Ease of use
✓ Administration

Salesforce is better for

✓ Pipeline management
✓ Sales automation
✓ Email capabilities
✓ Reporting

Choose Insightly if: Insightly fits many small-business CRM evaluations

Choose Salesforce if: Enterprise/Unlimited editions, API/sandbox depth, and ecosystem fit large complex orgs

See detailed comparison ↓

Salesforce

7.8/10

Enterprise CRM platform for sales, service, marketing, and customer data across large and mid-market teams.

Best for

• Enterprise/Unlimited editions, API/sandbox depth, and ecosystem fit large complex orgs
• Pro Suite and Enterprise cover forecasting, customization, and pipeline sophistication common in mid-market sales
• Sales Cloud is explicitly sales CRM oriented

Starting from $25.00/user/mo

No free plan

Visit Salesforce

Insightly vs Salesforce at a glance

Criterion-level leaders from verified research.

Full scorecard →

Scorecard preview

Criterion leaders based on verified research — open the Scorecard tab for evidence detail.

Ease of useInsightly
Insightly
Salesforce
Pipeline managementSalesforce
Insightly
Salesforce
Sales automationSalesforce
Insightly
Salesforce
Email capabilitiesSalesforce
Insightly
Salesforce
ReportingSalesforce
Insightly
Salesforce

Which CRM is better for you?

Quick picks based on fit — not a universal ranking.

→ Insightly
Best for ease of use
Insightly leads on ease of use (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Insightly
Best for administration
Insightly leads on administration (7/10 vs 4/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Salesforce
Best for pipeline management
Salesforce leads on pipeline management (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Salesforce
Best for sales automation
Salesforce leads on sales automation (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
→ Salesforce
Best for email capabilities
Salesforce leads on email capabilities (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

The biggest differences

Where the products diverge most clearly on verified criteria.

Pipeline management
Salesforce wins
Insightly
Trails Salesforce on this criterion
Salesforce
Salesforce leads on pipeline management (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Email capabilities
Salesforce wins
Insightly
Trails Salesforce on this criterion
Salesforce
Salesforce leads on email capabilities (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Sales automation
Salesforce wins
Insightly
Trails Salesforce on this criterion
Salesforce
Salesforce leads on sales automation (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Reporting
Salesforce wins
Insightly
Trails Salesforce on this criterion
Salesforce
Salesforce leads on reporting (6/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Value for money
Depends
Insightly
Insightly researched starting price $29/user/mo vs Salesforce $25/user/mo. Better value depends on which features you need on that plan.
Salesforce
Insightly researched starting price $29/user/mo vs Salesforce $25/user/mo. Better value depends on which features you need on that plan.

Which should you choose?

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 if

Enterprise/Unlimited editions, API/sandbox depth, and ecosystem fit large complex orgs
Pro Suite and Enterprise cover forecasting, customization, and pipeline sophistication common in mid-market sales
Sales Cloud is explicitly sales CRM oriented

Related comparisons

Alternatives to consider

How we compare

A short look at the comparison process. Full methodology

1
Collect
Collect official product information, pricing, and product evidence.
2
Normalize
Map evidence to the same category evaluation criteria for both products.
3
Compare
Evaluate both products against identical criteria — ties and depends are allowed.
4
Explain
Show why each product wins, loses, or ties, with evidence behind the outcome.

Still deciding between Insightly and Salesforce?

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Independent criterion outcomes
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