Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
Best value– save up to 30%
Accounting firm? Engineering firm? Architectural practice? Lawyer firm? You need the right platform to run your business. The tech industry is constantly evolving with technological advances, and it’s difficult – and expensive – to keep up. With a team of professional and office staff all working independently in their roles, it’s highly important for your business to have a feature-rich application that is the single source of truth for your operation. That application is often a customer relationship management system (CRM).
You’re convinced…you know you need a CRM for your professional services business – whether you are operating a small practice, a mid-size operation, or a team of hundreds. Which CRM should you select? Salesforce and Insightly are both popular CRM platforms that cater to a wide range of industries, including those under the umbrella of professional services.
These platforms offer features and functions designed to help practices and businesses like yours do more, including automating workflows and repetitive tasks, managing customer relationships, and creating efficiencies. The platform will also have to work seamlessly with your marketing automation platform used to drive leads, nurture them into customers, and grow your practice.
In the context of the various types of professional services firms, let’s compare Salesforce and Insightly across various key features and functions. Keep in mind that Salesforce is considered a legacy CRM whereas Insightly is a modern CRM, so many of these comparisons will be conducted with that fact in mind. In fact, you may be a part of the platform’s partner program to sell it to your customer base.
The choice between Salesforce and Insightly as a CRM for professional services firms of all sizes depends on factors such as the size of your operation, your customization needs, your budget, and the number of integrations you’ll need to operate your business. Salesforce is costly, but with its scalability and extensive enterprise features, it could be a good fit for enterprise-sized firms with operations in multiple offices internationally, with hundreds of teams and thousands of associates. Insightly is a modern, affordable CRM that is an attractive option for professional services firms of all sizes looking for a CRM that offers good value to grow.