SoftwareGlimpse

Insightly vs SAP Customer Experience

Insightly fits insightly fits many small-business crm evaluations; SAP Customer Experience fits enterprise customer experience and sales cloud for sap-centric organizations needing crm aligned with sap erp.

Independently recommendedLast updated Sep 24, 20266 evidence sources13 screenshotsHow we compare
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Insightly logo

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

VS

Our verdict

Our verdict

No universal winner

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

Insightly is better for

  • ✓ Ease of use
  • ✓ Administration
  • ✓ Value for money

SAP Customer Experience is better for

  • ✓ Pipeline management
  • ✓ Sales automation
  • ✓ Email capabilities
  • ✓ Reporting

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

Choose SAP Customer Experience if: Enterprise customer experience and sales cloud for SAP-centric organizations needing CRM aligned with SAP ERP

See detailed comparison ↓
SAP Customer Experience logo

SAP Customer Experience

6.9/10

SAP Customer Experience / Sales Cloud; custom enterprise quote only.

Best for

  • • Enterprise customer experience and sales cloud for SAP-centric organizations needing CRM aligned with SAP ERP

No free plan

Quick verdict

Start here — then dig into the evidence below.

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
  • You prioritize ease of use

Choose SAP Customer Experience if…

  • Enterprise customer experience and sales cloud for SAP-centric organizations needing CRM aligned with SAP ERP
  • You prioritize pipeline management
  • You prioritize sales automation
  • You prioritize email capabilities

Overall recommendation

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

Key trade-off

Insightly trades toward ease of use; SAP Customer Experience trades toward pipeline management.

Winner by category

Only dimensions with researched evidence for this pair.

DimensionWinnerWhy
Ease of useInsightly winsInsightly leads on ease of use (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
SalesSAP Customer Experience winsSAP Customer Experience leads on pipeline management (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
AutomationSAP Customer Experience winsSAP Customer Experience leads on sales automation (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Email capabilitiesSAP Customer Experience winsStronger coverage across email sync, email tracking, email sequences, call functionality. editorial scores are close (6/10 vs 6/10).
ReportingSAP Customer Experience winsSAP Customer Experience leads on reporting (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
CustomizationSAP Customer Experience winsSAP Customer Experience leads on customization (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
IntegrationsSAP Customer Experience winsSAP Customer Experience leads on integrations (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
AdministrationInsightly winsInsightly leads on administration (7/10 vs 4/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Enterprise suitabilitySAP Customer Experience winsSAP Customer Experience leads on scalability (7/10 vs 9/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ValueInsightly winsInsightly leads on value for money (8/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

Side-by-side feature matrix

Normalized availability from product research — empty rows are not shown.

Core CRM

FeatureInsightlySAP Customer Experience
Contact managementStrongStrong
Lead managementStrongStrong
Pipeline managementStrongStrong
Deal managementStrongStrong

Sales engagement

FeatureInsightlySAP Customer Experience
Email syncStrongStrong
Email trackingNot evidencedModerate
Workflow automationStrongStrong
Sales automationStrongStrong

Reporting

FeatureInsightlySAP Customer Experience
ReportingStrongStrong
ForecastingModerateNot evidenced

Platform

FeatureInsightlySAP Customer Experience
IntegrationsStrongStrong
Custom fieldsStrongStrong
Custom pipelinesStrongStrong
Mobile appStrongStrong
AI assistanceModerateStrong

Pricing comparison

Pricing evidence last checked Aug 14, 2026.

Insightly logo

Insightly

From $29.00/user/mo

No free planFree trial available
  • Plus$29.00/user/mo
  • Professional$49.00/user/mo
  • Enterprise$99.00/user/mo
SAP Customer Experience logo

SAP Customer Experience

No free planNo free trial evidenced
  • EnterpriseCustom

Seat-count estimates

Labeled estimates from verified starting per-seat pricing — not invoices.

SeatsInsightlySAP Customer Experience
5~$145.00/mo (Plus × 5)—
10~$290.00/mo (Plus × 10)—
25~$725.00/mo (Plus × 25)—
50~$1,450.00/mo (Plus × 50)—

Estimate from verified starting per-seat pricing — actual total depends on plan, annual discounts, and add-ons.

Pricing notes use verified research when available for Insightly and SAP Customer Experience. Confirm live vendor pricing before buying.

Open cost calculator →

Best for

Scenario picks from researched strengths — 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.

  • → Insightly

    Best for value for money

    Insightly leads on value for money (8/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → SAP Customer Experience

    Best for pipeline management

    SAP Customer Experience leads on pipeline management (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → SAP Customer Experience

    Best for sales automation

    SAP Customer Experience leads on sales automation (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

  • → SAP Customer Experience

    Best for email capabilities

    Stronger coverage across email sync, email tracking, email sequences, call functionality. editorial scores are close (6/10 vs 6/10).

The differences that actually matter

Pair-specific analysis for Insightly vs SAP Customer Experience — not generic category copy.

  • Pipeline management

    SAP Customer Experience ahead

    On pipeline management, SAP Customer Experience is ahead. Insightly: Trails SAP Customer Experience on this criterion. SAP Customer Experience: SAP Customer Experience leads on pipeline management (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.. Feature evidence also diverges on AI assistance (Insightly: Moderate; SAP Customer Experience: Strong).

  • Email capabilities

    SAP Customer Experience ahead

    On email capabilities, SAP Customer Experience is ahead. Insightly: Trails SAP Customer Experience on this criterion. SAP Customer Experience: Stronger coverage across email sync, email tracking, email sequences, call functionality. editorial scores are close (6/10 vs 6/10)..

  • Sales automation

    SAP Customer Experience ahead

    On sales automation, SAP Customer Experience is ahead. Insightly: Trails SAP Customer Experience on this criterion. SAP Customer Experience: SAP Customer Experience leads on sales automation (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..

  • Reporting

    SAP Customer Experience ahead

    On reporting, SAP Customer Experience is ahead. Insightly: Trails SAP Customer Experience on this criterion. SAP Customer Experience: SAP Customer Experience leads on reporting (6/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..

  • Value for money

    Insightly ahead

    On value for money, Insightly is ahead. Insightly: Insightly leads on value for money (8/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.. SAP Customer Experience: Trails Insightly on this criterion.

Pros and cons

Product-specific for this pair — derived from researched outcomes and editorial notes.

Insightly logo

Insightly

Pros

  • Stronger on ease of use
  • Stronger on administration
  • Stronger on value for money

Cons

  • Trails on pipeline management
  • Trails on sales automation
  • Trails on email capabilities
SAP Customer Experience logo

SAP Customer Experience

Pros

  • Stronger on pipeline management
  • Stronger on sales automation
  • Stronger on email capabilities
  • Stronger on reporting

Cons

  • Trails on ease of use
  • Trails on administration
  • Trails on value for money

Implementation & learning curve

Based on researched setup / ease criteria for this pair.

Insightly

  • Stronger on ease of use: Insightly leads on ease of use (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
  • Stronger on administration: Insightly leads on administration (7/10 vs 4/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.

SAP Customer Experience

  • Trails on ease of use relative to Insightly
  • Trails on administration relative to Insightly

Integrations

Overlaps and exclusives from product integration data when available.

Insightly: Strong. SAP Customer Experience: Strong.

Who should not choose each product

Decision quality improves when we say who should walk away.

Don't choose Insightly if…

  • You need SAP Customer Experience's stronger pipeline management more than Insightly's strengths
  • You need SAP Customer Experience's stronger sales automation more than Insightly's strengths
  • You need SAP Customer Experience's stronger email capabilities more than Insightly's strengths
  • Your primary fit looks closer to: Enterprise customer experience and sales cloud for SAP-centric organizations needing CRM aligned with SAP ERP

Don't choose SAP Customer Experience if…

  • You need Insightly's stronger ease of use more than SAP Customer Experience's strengths
  • You need Insightly's stronger administration more than SAP Customer Experience's strengths
  • You need Insightly's stronger value for money more than SAP Customer Experience's strengths
  • Your primary fit looks closer to: Insightly fits many small-business CRM evaluations

Alternatives worth considering

When neither product is the right fit.

  • AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.

  • Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.

  • Small-business CRM with pipelines, marketing add-ons, and AI assistance on a clear per-user ladder.

Final verdict

Scenario-level close — not a repeat of the intro.

Insightly wins when…

Insightly fits many small-business CRM evaluations

SAP Customer Experience wins when…

Enterprise customer experience and sales cloud for SAP-centric organizations needing CRM aligned with SAP ERP

  • Best for ease of useInsightly
  • Best for administrationInsightly
  • Best for value for moneyInsightly
  • Best for pipeline managementSAP Customer Experience

Which one 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 SAP Customer Experience if:

  • Enterprise customer experience and sales cloud for SAP-centric organizations needing CRM aligned with SAP ERP

Product screenshots

Real product UI from our media library — no placeholders.

Insightly

  • Insightly CRM product banner from official Insightly homepage.
  • Insightly CRM software UI from official Insightly homepage.
  • Insightly marketing automation UI from official Insightly homepage.
  • Insightly customer service UI from official Insightly homepage.

FAQ

Is Insightly better than SAP Customer Experience?
There is no universal winner between Insightly and SAP Customer Experience. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Which is easier to use?
Insightly leads on ease of use (7/10 vs 5/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Which CRM fits which team?
Insightly: Insightly fits many small-business CRM evaluations SAP Customer Experience: Enterprise customer experience and sales cloud for SAP-centric organizations needing CRM aligned with SAP ERP
Which is stronger for sales automation?
SAP Customer Experience leads on sales automation (7/10 vs 8/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Does Insightly or SAP Customer Experience have a free plan?
Insightly: No free plan. SAP Customer Experience: No free plan.
How does Insightly vs SAP Customer Experience pricing compare?
Insightly starts from $29.00/user/mo. Confirm live vendor pricing before purchasing.
How did SoftwareGlimpse compare these products?
We map both products to the same category criteria, then evaluate trade-offs using verified product, pricing and feature evidence. Affiliate relationships never change outcomes.

Still deciding between Insightly and SAP Customer Experience?

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  • No invented scores or prices
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Affiliate disclosure: some links may be affiliate links. We may earn a commission at no extra cost to you. Rankings and scores are never based on commission. Full disclosure

Methodology disclosure: scores and recommendations follow SoftwareGlimpse evaluation criteria (version 1.0.0). Affiliate relationships do not determine rankings.

How we recommend: product claims are tied to recorded research where available.

AI-assisted disclosure: drafts may be AI-assisted from approved facts and assessments. Humans approve publishable editorial judgments. AI does not invent live prices or claim hands-on testing.

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