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Salesforce vs Insightly

A detailed comparison to help you choose the right tool for your needs.

Salesforce logo

Salesforce

Sales

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VS
Insightly logo

Insightly

Sales

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A
About Salesforce

Salesforce is the world's largest cloud-based CRM platform, offering a vast ecosystem of tools for sales, service, marketing, and more. It serves businesses of all sizes but is particularly dominant among mid-market and enterprise organizations that need highly customizable workflows and deep reporting. The platform's AppExchange marketplace, extensive automation capabilities, and robust API make it one of the most flexible CRM solutions available. However, that flexibility comes with significant complexity — most organizations need dedicated administrators or consultants to get the most out of it.

B
About Insightly

Insightly is a CRM and project management platform designed primarily for small to mid-sized businesses looking to manage their sales pipelines, customer relationships, and post-sale project delivery in one place. It combines contact management, opportunity tracking, and workflow automation with built-in project management tools, which sets it apart from many standalone CRMs. The platform integrates well with popular business tools and offers customizable dashboards for reporting. It's a solid choice for teams that want CRM and project tracking without juggling multiple platforms, though larger enterprises may find its feature depth limited compared to heavyweights like Salesforce.

Pricing Comparison

Tool
Salesforce
Insightly
Price
From $25/user/mo
Free — From $29/user/mo
Category
Sales
Sales
Rating
4.9 (304)
3.6 (48)
Free Plan
No
No
Integrations
8+ apps
8+ apps
Founded
1999
2009

Feature Comparison

Feature
Salesforce
Insightly
Lead and opportunity management
Sales forecasting and analytics
Customizable sales dashboards
Email integration with Salesforce Inbox
Collaboration tools for sales teams
Mobile access for on-the-go sales
Automated task and workflow management
Customizable sales pipeline management
Project tracking with task assignments
Email integration for communication tracking
Contact management with detailed profiles
Reporting and analytics for sales performance
Mobile app for on-the-go access

Choose Salesforce

The world's #1 CRM platform for sales teams.

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Choose Insightly

Insightly is a powerful CRM and project management tool designed for small to medium-sized businesses.

Try Insightly Free

Read full review

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Score Comparison

Ease of Use
6.0
7.0
Features
9.0
8.0
Pricing
6.0
7.0
Support
8.0
6.0
Integrations
9.0
8.0
Overall
7.6
7.2
SalesforceInsightly

Our Verdict

SalesforceWinner

Your large sales team requires a robust CRM with extensive features and customization options.

More features
Better support
More integrations
Insightly

Small to medium businesses that require both CRM and project management capabilities in one tool.

Easier to get started
More affordable

Salesforce vs Insightly: The Bottom Line

Both Salesforce and Insightly are strong sales tools, but they serve different needs. Salesforce has a higher user rating (4.9 vs 3.6). On pricing, Insightly is more affordable starting at $29/mo.

Still unsure? Check the full reviews for Salesforce and Insightly, explore Salesforce alternatives, or use our AI search to describe exactly what you need.

Frequently Asked Questions

Is Salesforce or Insightly better?

It depends on your needs. Salesforce (4.9★) is from $165/mo, while Insightly (3.6★) is from $29/mo. Salesforce has a higher user rating.

Can I switch from Salesforce to Insightly?

Yes. Most SaaS tools offer data export features. Check if Insightly has a migration guide or import tool specifically for Salesforce users. Many offer onboarding assistance for switchers.

Which is cheaper, Salesforce or Insightly?

Insightly starts at $29/mo, which is cheaper than Salesforce at $165/mo.

What are the main differences between Salesforce and Insightly?

Salesforce focuses on lead and opportunity management and sales forecasting and analytics, while Insightly emphasizes customizable sales pipeline management and project tracking with task assignments. Both are in the Sales category but serve slightly different use cases.