Insightly vs Salesmate: Which is The CRM Best in 2025?

Are you juggling leads and deals, feeling like you’re losing track?

Picking the right CRM can feel like a headache. 

That’s money and time lost.

Let’s break down Insightly vs Salesmate. 

We’ll see which CRM helps you close more deals and keep your customers happy. 

Overview

To provide a clear and unbiased comparison, our team dove deep.

We’ve spent significant time navigating both Insightly and Salesmate, testing their core features, and analyzing their workflows.

This hands-on experience allows for a real-world perspective, moving beyond simple feature lists.

What is Insightly?

Insightly? Think of it as a CRM that does more.

It mixes sales with project management. You get to track deals.

Plus, you manage projects. All in one place.

It aims to streamline everything.

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 Salesmate?

Salesmate? It’s all about sales.

Think of it as a sales-first CRM. It helps you close deals faster.

It has built-in calling. Plus, it focuses on ease of use.

It’s designed to be simple.

Key Benefits

• Built-in calling: Make and receive calls directly within Salesmate.
• Sales sequences: Automate your outreach with personalized emails and texts.
• Pipeline management: Visualize your sales process and identify bottlenecks.
• Mobile app: Access your CRM data on the go.

Pricing

Salesmate has a free 15-day trial. Paid plans start at just $12 per user per month. Here’s the breakdown:

• Basic ($23/user/month): Contacts, Companies, Deals.
• Pro ($39/user/month): Product management, Goal Management.
• Business ($63/user/month): Team Management, Custom Module

Feature Comparison

Choosing the right CRM means looking at the details.

Let’s compare Insightly and Salesmate feature by feature.

We’ll see how each platform handles crucial aspects of sales, project management, and customer relationships.

Pipeline Management

• Insightly:
  • Provides robust pipeline management with visual stages.
  • Allows customizable pipelines to fit unique sales processes.
  • Offers detailed views and filtering.
• Salesmate:
  • Offers a clear and user-friendly sales pipeline view.
  • Focuses on quick deal movement.
  • Provides tools to help the sales team easily prioritize deals.

Project Management Capabilities

• Insightly:
  • Strong project management functionality integrated with its CRM software.
  • Allows assigning tasks, tracking progress, and managing projects within a single platform.
  • Seamlessly connects projects to customer relationships.
• Salesmate:
  • Lacks extensive project management capabilities.
  • Primarily focuses on sales activities.
  • Does not offer dedicated project tools.

Customization

• Insightly:
  • Highly customizable crm solution, tailored to specific needs.
  • Offers flexible fields and layouts.
  • Enables complex workflows.
• Salesmate:
  • Also customizable and focuses on quick setup.
  • Offers customizable fields and stages.
  • It is known for being easy to navigate.

Analytics and Reporting

• Insightly:
  • Comprehensive analytics and reporting with detailed dashboard views.
  • Provides data-driven insights on sales performance.
  • Enables data-driven decisions.
• Salesmate:
  • Offers useful analytics focused on sales.
  • The visual dashboard displays key metrics.
  • Reports aid the sales team.

Integrations

• Insightly:
  • Integrates with a wide range of apps.
  • Connects insightly crm with marketing, accounting, and other tools
  • Integrates with key sales and marketing tools.
  • Salesmate offers solid integrations for core needs.
  • Offers seamless data flow.

User Experience and Onboarding

• Insightly:
  • It can be complex at the start of onboarding.
  • Needs time to master.
  • Many options can hinder quick use.
• Salesmate:
  • Designed for user-friendly use.
  • Quick setup and onboarding process.
  • Easy to navigate interface.

Customer Relationship Management (CRM)

• Insightly:
  • Robust customer relationship management features.
  • Link projects and sales to all customer interactions.
  • Designed for deep customer relationships.
• Salesmate:
  • Strong customer relationship management with an emphasis on communication.
  • Helps to build strong customer relationships for the sales team.
  • Streamlines communication.

What to Look For When Choosing a CRM Platform?

• Consider your team’s technical skills.
• Assess long-term scalability needs.
• Evaluate customer support responsiveness.
• Check for mobile accessibility.
• Ensure data security compliance.
• Map your current sales processes to the CRM’s workflow.
• Factors in hidden costs include implementation and training.

Final Verdict 

So, which one wins? For most sales teams, Salesmate is the best CRM.

It’s simple to use.

It helps you streamline sales processes fast.

You get built-in calling and easy automation.

If you need heavy project tools, Insightly might fit.

But Salesmate boosts productivity quickly. We tested both.

We saw how easy Salesmate is to learn and use.

It’s the better choice if you want to close more deals. It’s built for sales.

Frequently Asked Questions