Insightly vs Salesforce
Compare Insightly and Salesforce 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. 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
Salesforce
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
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 administration
Cons
- Trails on pipeline management
- Trails on sales automation
- Trails on email capabilities
Best for
Insightly fits many small-business CRM evaluations
Salesforce
Trade-offs in redPros
- Stronger on pipeline management
- Stronger on sales automation
- Stronger on email capabilities
- Stronger on reporting
Cons
- Trails on ease of use
- Trails on administration
Best for
Enterprise/Unlimited editions, API/sandbox depth, and ecosystem fit large complex orgs
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 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
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