Choosing the right CRM can feel like trying to pick out a new car. Overwhelmed by options?
You’re not alone.
Two popular choices often pop up Insightly and Salesforce.
In this post, we’ll break down the key differences between Insightly vs Salesforce; which suits you better?
Insightly vs Salesforce: Overview
To give you the most accurate comparison, we’ve spent weeks testing both Insightly and Salesforce.
We dug deep into their features, explored pricing plans, and even spoke to current users to get their honest feedback.
Now, let’s see how they stack up!
Want to give Insightly a spin? They prefer a free trial, so you could test it out before you commit.
Pricing: It has a free plan. The premium plan starts at $29/month.
Key Features:
- Keep your projects on track.
- Automate tasks & save time.
- Get leads to the right sales.
Ready to see what Salesforce can do for you? Start your free trial today and experience it!
Pricing: It has a free plan. The premium plan starts at $25/month.
Key Features:
- Predict future revenue.
- Track deals from start to finish.
- Get a clear view of your sales.
What is Insightly?
Ever feel like your business is a juggling act?
Insightly can help! This CRM is like a personal assistant for your customer relationships.
It keeps all your contacts, emails, and important notes organized in one place. No more scrambling for information!
Want to give Insightly a spin? They prefer a free trial, so you could test it out before you commit.
Key Benefits
Insightly really shines when it comes to these features:
- Relationship Linking: See how your contacts are connected, like a map of your network.
- Customizable Dashboards: Get a snapshot of what matters most to you.
- Built-in Project Management: Manage tasks and deadlines without leaving your CRM.
Pricing
Ready to get started? Insightly keeps it simple:
- Plus: $29/user per month
- Professional: $49/user per month
- Enterprise: $99/user per month
Pros
Cons
What is Salesforce?
Need a CRM that can handle just about anything?
Salesforce is your go-to. It's like the Swiss Army knife of customer relationship management.
This powerful platform can help you with sales, marketing, and even customer service.
It's a one-stop shop for growing your business!
Ready to see what Salesforce can do for you? Start your free trial today and experience it!
Key Benefits
Salesforce is known for its robust features, including:
- AI-Powered Insights: Get smart recommendations and predictions to help you close more deals.
- AppExchange Marketplace: Thousands of apps to customize Salesforce to your exact needs.
- Mobile App: Access your data and stay connected from anywhere.
Pricing
Salesforce offers a variety of plans to fit your budget:
- Starter Suite: $25/user per month
- Pro Suite: $100/user per month
- Enterprise: $165/user per month
- Unlimited: $330/user per month
- Einstein 1 sales: $500/user per month
Pros
Cons
Insightly vs Salesforce: Feature Comparison
Now, let's get down to business! We'll compare Insightly and Salesforce head-to-head across seven key features.
This will help you see which CRM software best suits your needs.
User Interface
Both Insightly and Salesforce have user-friendly interfaces, but they take different approaches. Insightly's user interface is clean and simple, making it easy to navigate.
It's a great choice for smaller teams or those new to CRM technology. Salesforce, on the other hand, has a more difficult interface with a wider range of features.
This can be overwhelming at first, but it offers more flexibility and customization options as your business grows.
Contact Management
Contact management is a breeze with both platforms.
Insightly CRM and Salesforce allow you to store detailed information about your contacts, track interactions, and segment them into groups.
However, Salesforce prefers more advanced features, such as lead scoring and automated workflows, to help you manage your sales process more effectively.
Sales Force Automation
Looking to streamline your sales process?
Both Salesforce and Insightly offer tools to automate tasks like lead routing and follow-up emails.
Salesforce provides more comprehensive sales force automation capabilities, including sales forecasting and opportunity management, making it a better choice for larger sales teams with complex sales cycles.
Marketing Automation
While both platforms offer basic marketing automation features, Salesforce has a clear advantage.
It provides a longer range of tools to create email campaigns, track marketing performance, and nurture leads.
This makes Salesforce a better choice for digital marketing agencies and businesses with dedicated marketing teams.
Integrations
Both Insightly and Salesforce integrate with a variety of third-party apps, but Salesforce boasts a larger AppExchange marketplace with thousands of integrations.
This allows you to connect Salesforce to your accounting systems, email marketing platforms, and other essential business tools.
Insightly also offers a decent number of integrations, but its selection is more limited.
Mobile App
Need to access your CRM on the go? Both platforms offer mobile apps.
The Insightly mobile app provides basic functionality, allowing you to view contacts, update records, and track tasks.
Salesforce's mobile app is more robust, offering a wider capacity of features & a better user experience.
Free CRM
While both platforms offer free trials, only Insightly offers a free CRM plan.
This plan is limited in features but can be a good option for very small businesses or those just starting with CRM.
Salesforce pricing starts at $25/user per month, making it a more expensive option, but it offers more features and scalability.
Hopefully, this comparison gives you a better understanding of the strengths & weaknesses of each platform!
What to Look For When Choosing a CRM Platform?
- Think Long-Term: Consider your future needs. Will the CRM scale with your business?
- Support Matters: Check out the support options. Will you need phone support, or are you okay with email and online resources?
- Don't Overlook Reporting: How easy is it to get the data you need? Robust reporting features are essential for tracking performance and making informed decisions.
- Free Trials Are Your Friend: Take advantage of free trials to test drive the CRM and see if it's a good fit for your team.
- Consider Your Budget: CRM pricing can vary significantly. Factor in the cost per user and any additional fees for features or support.
Final Verdict (Our Pick)
In the battle of Salesforce vs Insightly, Salesforce takes the crown.
While Insightly has a user-friendly interface and is great for small businesses, Salesforce offers more power and flexibility.
Its advanced features & customization options make it ideal for growing businesses.
Salesforce empowers your sales team with comprehensive sales automation and reporting.
The best CRM depends on your needs and budget.
However, for a platform that can grow with your business and provide the tools you need to succeed, Salesforce is our top pick.
We've helped countless businesses choose the right CRM, and we're confident in our recommendation.
Frequently Asked Questions
Is Insightly really easier to use than Salesforce?
Yes, generally speaking, Insightly is more intuitive and easier to get started with. It has a cleaner interface and fewer features, which can be less overwhelming for new users.
Can I import my data from another CRM to Insightly or Salesforce?
Absolutely! Both platforms allow you to import data from spreadsheets or other CRM systems. They also offer data migration services if you need assistance.
Which CRM is better for small businesses with limited budgets?
Insightly is often a better choice for small businesses due to its affordability & ease of use. It offers a free plan, and its paid plans are generally less expensive than Salesforce.
Does Salesforce offer any discounts on its pricing?
Yes, Salesforce occasionally offers discounts for nonprofits and educational institutions. They also sometimes have promotions for new customers.
Can I customize both Insightly and Salesforce to fit my specific needs?
Both platforms offer customization options, but Salesforce provides more flexibility. It has a larger AppExchange marketplace with thousands of apps and integrations, allowing you to tailor it to your exact requirements.
