Home/Compare/Salesforce vs Insightly
Updated on: December 4, 2020

Salesforce vs Insightly

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Salesforce CRM Software
(28405 Ratings)
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Insightly CRM Software
(1671 Ratings)
Visit Website Visit Website
ADD PRODUCT
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Salesforce CRM Software
(28405 Ratings)
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Insightly CRM Software
(1671 Ratings)
Visit Website Visit Website

Overview

Summary

An all-in-one customer relations management software that provides excellent features to sell, market and service your products. With the help of its automation and AI features, it lets your support agents solve customer problems faster by using the right tools. Salesforce also helps you in getting more insights into your customer behaviour which will enable you to personalize services and predict future needs. With its community cloud feature, you can also build communities to connect and collaborate with customers, partners and employees. Salesforce takes customer relations to a whole new level. ..read more

Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online without any upsets and conveniently. The inbuilt project management system helps you continuously monitor the workflow and publish at the right time. Unquestionably, this tool fits in different sectors like accounting, construction, education, health, real estate and many more. ..read more

Features

Call Logging

Contact Management

Customer Support

Lead Scoring

List Management

Marketing Automation

Product Catalog

Project Management

Quotes (Proposals)

Referral Tracking

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California / +1 800-667-6389

San Francisco, California / +1 888-999-4039

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Essentials
$25 /User/Month

billed Yearly

All-in-one sales and support app

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Full Offline Mobile Functionality
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Email Integration with Outlook
  • Google Apps Integration
Professional
$75 /User/Month

billed Yearly

Complete CRM for any size team

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 3 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App : 1 custom app per org
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : 2 profiles per org
  • Roles and Permissions : 2 roles per org
  • Record Types (Per Object) : 3 types per object
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API : Additional $25 per User per Month
Enterprise
$150 /User/Month

billed Yearly

Deeply customizable sales CRM for your business

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : Available for purchase
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
Unlimited
$300 /User/Month

billed Yearly

Unlimited CRM power and support

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • 24/7 Support and Configuration Services
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : 1 Full Sandbox included per org
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
View Price Page
Plus (CRM)
$29 /User/Month

Features

  • Lead management
  • Automatic duplicate detection
  • Mass emailing
  • Email templates
  • Visualize leads with kanban
  • Web to lead capture
  • Automatic social profile enrichment
  • Contact and organization management
  • Task and event management
  • Relationship linking
  • Attach files from cloud storage
  • Opportunity management
  • Customizable sales processes
  • Apply task and event activity sets
  • Assign sales teams
  • Batch update records with ease
  • Native Android and iOS mobile apps
  • Real-time mobile data synchronization
  • Mobile business card scanning: 15
  • Mobile contact and calendar integration
  • Mobile voice notes
  • Integrated project management
  • Milestones and associated task tracking
  • Calendar synchronization
  • Configurable project processes
  • Convert won opportunities to projects
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Integration with Google G-Suite Login, Calendar, and Docs
  • Integration with Microsoft Office 365 Login, Calendar, and OneDrive
  • Slack integration with AI bot
  • Insightly Outlook add-on
  • Insightly Gmail add-on
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • Over 250 integrations to business apps
  • Published web services API
  • Calendar sync
  • Contact sync
  • Gmail integration
  • Outlook integration
  • Cloud file storage integration
  • Standard support plan
Professional (CRM)
$49 /User/Month

Features

  • Includes features of Plus plan, plus
  • Lead assignment and routing
  • Schedule outbound emails
  • Mobile business card scanning: 25
  • Customizable real-time insight cards: 100
  • Build and share customized BI dashboards
  • Complete workflow automation
  • Custom object creation
  • Roles and permissions: Unlimited
  • Configurable profiles and page layouts: Unlimited
  • Configurable webhooks
  • Configurable outbound webhooks
  • Customized Support & Services Plan (additional pricing)
  • Professional services (additional pricing)
  • Developer API support (additional pricing)
Enterprise (CRM)
$99 /User/Month

Features

  • Includes features of Professional plan, plus
  • Mobile business card scanning: 50
  • Customizable real-time insight cards: Unlimited
  • Products, Price Books and Quotes
  • Custom validation rules
  • Calculated fields on any object
  • Deploy custom apps on any platform
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • Schedule serverless lambda functions
Plus (Marketing)
$299 /Month

Features

  • Email marketing
  • Mobile optimized content creation
  • Dynamic list segmentation
  • External form tracking
  • Hosted forms: 10
  • Hosted landing pages: 10
  • Journey builder
  • Lead nurturing
  • Lead de-duplication
  • Lead scoring and grading
  • Real-time CRM connector
  • Automation rules: 10
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • File hosting: 100 MB
  • Integration with Google G-Suite login
  • Integration with Microsoft Office 365 login
  • Standard support plan
Professional (Marketing)
$599 /Month

$599 per Month billed Annually

Features

  • Includes features of Plus (Marketing) plan, plus
  • Email client rendering preview (additional cost)
  • Hosted forms : 50
  • Hosted landing pages : 50
  • Advanced prospect tracking
  • Analytics tracking domains : 3
  • Automation rules : 50
  • Customizable real-time insight cards : 100
  • Build and share customized BI dashboards
  • Advanced email analytics
  • Website traffic analysis
  • Custom object creation
  • Configurable webhooks
  • Roles and permissions : Unlimited
  • Configurable profiles and page layouts : Unlimited
  • File hosting : 500 MB
  • Customized Support and Service Plans (additional cost)
Enterprise (Marketing)
$1299 /Month

$1299 per Month billed Annually

Features

  • Includes features of Professional (Marketing) plan, plus
  • Email client rendering preview
  • Hosted forms : Unlimited
  • Hosted landing pages : Unlimited
  • Multiple scoring categories
  • Event based segmentation
  • Custom event triggering and reporting
  • Analytics tracking domains : 20
  • Automation rules : 100
  • Customizable real-time insight cards : Unlimited
  • Calculated fields
  • Custom validation rules
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • File hosting : 10 GB
  • SAML Single Sign-on
View Price Page

SCREENSHOTS

Salesforce Screenshots
View 3 screenshot(s)
Insightly Screenshots
View 5 screenshot(s)

INTEGRATIONS

  • Pardot
  • Freshdesk
  • Dropbox Business
  • ActiveCampaign
  • Slack
  • Quickbooks
  • Zendesk Sell
  • MailChimp
  • DocuSign
  • Jira
  • Office 365
  • Slack
  • Hubstaff
  • MailChimp
  • Evernote
  • Everhour
  • TimeCamp
  • Quickbooks
  • PandaDoc
  • SupportBee
  • Automate.io
  • PieSync
  • Xero

ALTERNATIVES

Top alternatives to Salesforce

HubSpot CRM
Zoho CRM
SugarCRM
Insightly
bpm’online CRM

Top alternatives to Insightly

HubSpot CRM
Salesforce
Zoho CRM
Pipedrive
Copper (ProsperWorks CRM)