Salesforce vs Insightly: Which is The Right CRM in 2025

Choosing a CRM tool is hard.

You’ve got customer info, and keeping it organized is a big headache.

Imagine losing track of important deals or forgetting to follow up with a customer.

That’s when Salesforce and Insightly come in.

Let’s compare Salesforce vs Insightly to see which one will keep your customer relationships running smoothly.

Overview

We’ve got up our sleeves and put both Salesforce and Insightly through real-world tests.

Our team explored each platform. 

From data entry to reporting, to give you a clear, hands-on comparison.

What is Insightly?

Now, let’s look at Insightly.

It’s built for small to mid-sized businesses.

It’s a CRM and project management tool. It’s designed to be user-friendly.

You can manage sales and projects together.

Key Benefits

• • Boost Productivity: Improve project completion rates by 20%.
  • Increase Revenue: Track leads effectively and closes more deals.
  • Enhance Collaboration: Connect teams and improve communication.
  • Gain Valuable Insights: Get a deeper understanding of your customers.

Pricing

• Insightly offers flexible plans for different needs and budgets. Check them out:
• Plus: Starts at $29/user/month
• Professional: Starts at $49/user/month
• Enterprise: Starts at $99/user/month

What is Salesforce?

Okay, let’s talk about Salesforce—It’s a force in Salesforce.

Think of it as a super-powered tool.

It helps businesses manage customer relationships.

It handles sales, marketing, and service.

Key Benefits

• Industry leader: Salesforce dominates the CRM market for a reason.
• Highly customizable: Tailor Salesforce to fit your exact needs.
• Massive ecosystem: Integrate with thousands of apps and services.
• Scalable solution: Grow your business without outgrowing your CRM.

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

Feature Comparison

Let’s dive into the nitty-gritty.

We’ll compare key features, helping you see which platform aligns best with your business needs.

Get ready for a detailed breakdown.

CRM Platform and Ease of Use

• Salesforce:
  • A robust, cloud-based CRM system with extensive capabilities.
  • Offers deep customization but can have a steeper learning curve.
  • While powerful, the ease of use can vary depending on the specific Salesforce products used.
• Insightly:
  • A versatile CRM designed to be easier to use, especially for smaller teams.
  • Focuses on a user-friendly interface and drag and drop functionality.
  • Insightly offers a more streamlined experience, making it easier to use out of the box.

Marketing Automation

• Salesforce:
  • Provides advanced marketing automation features through Marketing Cloud.
  • Offers comprehensive campaign management and detailed analytics and reporting.
  • Powerful marketing automation tools, but can be complex.
• Insightly:
  • Offers built-in marketing automation features, including email tracking and lead scoring.
  • Provides solid marketing automation tools, but with less complexity and easier to use.
  • Strong for small to mid-sized businesses looking for effective marketing automation features.

Automation Tools and Workflow Automation

• Salesforce:
  • Offers extensive workflow automation capabilities, allowing businesses to automate complex processes.
  • Provides a powerful automation platform to automate many processes.
  • Allows for highly customized automated workflow.
• Insightly:
  • Provides automated workflow features to automate routine tasks and improve efficiency.
  • Allows for the automated workflow to automate repetitive tasks and improve sales performance.
  • Focuses on making automation more accessible.

Integrations and Customization

• Salesforce:
  • Offers a vast ecosystem of integrations and a highly customizable platform.
  • Allows for deep customization to tailor the CRM to specific business needs.
  • Many ways to integrate with other software.
• Insightly:
  • Provides a solid selection of integrations, though fewer than Salesforce.
  • It has Salesforceforce automation options but is less extethanred to Salesforce.
  • ItSalesforces well with many popular business applications.

Analytics and Reporting

• Salesforce:
  • Provides powerful analytics and reporting tools to make data-driven decisions.
  • Offers detailed reporting tools to track sales performance and understand customer needs.
  • Helps businesses of all sizes make informed decisions.
• Insightly:
  • Offers basic analytics and reporting features to track leads and sales.
  • It provides reporting tools to track key metrics but with less depth than Salesforce.
  • AlSalesforceeng of leads and sales performance.

Sales Team and Lead Management

• Salesforce:
  • Provides comprehensive tools for sales team management and lead tracking.
  • Offers advanced lead scoring and management features to optimize sales performance.
  • Designed to help the sales team close more deals.
• Insightly:
  • Offers effective lead management features, including lead tracking and email tracking.
  • Provides tools to help the sales team track leads and manage customer interactions.
  • Designed to help small to mid-sized sales teams.

Total Cost of Ownership

• Salesforce:
  • Can have a higher total cost of ownership due to complex pricing and potential add-ons.
  • The price can increase as you use the software and add more features.
  • Considered one of the best Salesforce, but Salesforce costs.
• Insightly:
  • Generally, it offers a lower total cost of ownership, especially for smaller businesses.
  • Insightly offers simple and transparent pricing.
  • Considered a good alternative to Salesforce.

Salesforce For When Choosing CRM Software?

• Scalability: Can it grow with your business?
• Industry-Specific Needs: Does it cater to your unique requirements?
• Customer Support: Is help readily available?
• Mobile Accessibility: Can you access it on the go?
• Security: How well does it protect your data?
• Free Trial: Does the CRM offer a free trial to test the software?
• Alternative to Salesforce: If you are looking for an alternative to Salesforce, which Salesforce key differences?
• Insightly Offers: Does Insightly offer the features you are looking for?

Final Verdict (Our Pick)

So, which one wins?

For many small to mid-sized businesses, Insightly CRM is a solid choice.

It’s easier to use, and it combines CRM with project management.

If you need a powerful, customizable system, Salesforce is Salesforce; it can be complex and pricey.

If you are looking for a Salesforce alternative, Insightly is a strong option. 

We’ve used both, and Insightly offers a good balance of features and ease of use.

You can’t go wrong; it just depends on your business needs.

Frequently Asked Questions