Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
Best value– save up to 30%
4.2 (707 reviews)
See how Insightly helps you beat your sales quota
Insightly is a modern CRM built on a single data platform. It integrates with hundreds of the apps and platforms you’re already using without a single line of code. Salesforce is an antiquated, weighted-down platform with cumbersome bolt-on apps.
Most companies save 50% or more with Insightly, a Salesforce alternative. There are no hidden costs nor need to hire third parties to help you implement or manage the system. Salesforce is made for Fortune 500 companies with extensive budgets. It requires expensive third-party partners to implement and dedicated team members to operate.
Most businesses don’t need the complexity of Salesforce and can implement Insightly, an affordable competitor to Salesforce, with a minimal training and ramp-up time.
In revenue growth
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In sales pipeline
Think you need to go with the overpriced market leader? Think again! An independent study from Software Reviews shows where Insightly wins against Salesforce for small businesses ($10-$50MM). Service experience, features, and capability are three areas where users like you say Insightly is the superior choice.
Successful Sales Leaders Choose Insightly
Get complete visibility of your entire sales pipeline as soon as you start
Onboard instantly. Seamless out-of-the-box set-up and syncing. Get up and running immediately. No hassle or hidden costs.
Automation that convert leads into deals with ease
Automatically create tasks and events to pipeline stages. Include automated “Probability of Winning.” Track changes with reporting and deliver Smart Alerts.
See, manage, and optimize on the metrics that matter most
Accurate and insightful metrics. Analyze, visualize, and share insights about prospects to focus on what’s working best. Includes 40 different chart types and drag-and-drop configurable layouts.
Schedule reports to run at any time and have the results emailed to the right people.
We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs.
IT (50 or fewer emp.)
I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it.
Vice President of Economic Development (50 or fewer emp.)
It helps in building a strong relationship between customer as it has a variety of functions and integrated tools. It keeps the customer’s potential data for maintaining and increasing the productivity of the business.
Head Of Marketing-CRM (> 1000 emp.)
The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive.
Director (51-1000 emp.)
I like being able to input contacts, add organizational details, and create tasks. The ability to schedule reminders for your tasks is beneficial. I use the software practically every day.
Chief Operating Officer (50 or fewer emp.)
Insightly is easy to use, understand, and navigate. I never need to wonder where things stand as it's all updated in one spot.
Owner (50 or fewer emp.)
Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations.
Web designer (50 or fewer emp.)
When I was searching for a CRM I tried about 5 or 10 platforms. All of them looked heavy or lacked some essential features. When I opened Insightly I knew it was what I looking for.
Consulting (50 or fewer emp.)
Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics.
Implementation Specialist (51-1000 emp.)
Salesforce is a powerful CRM tool with many useful features, including campaign management, customer and partner relationship management and analytics. However, this software has a steep learning curve and can be prohibitively expensive for some businesses. Today, several Salesforce alternatives on the market offer similar features in an easier-to-use package, helping businesses of all sizes manage their marketing and customer relations efforts in a scalable and efficient way.
The Salesforce CRM system is an extensible system that companies in almost any industry can use. They can manage membership databases and subscriptions and track leads and support tickets. The platform allows integration with other popular business analytics, tracking, and reporting tools, so it’s simple to bring Salesforce into an existing workflow. In addition, it’s one of the most popular CRM platforms, so it’s quite easy to find sales reps who are already familiar with the platform.
The size and flexibility of Salesforce are its biggest strength and its biggest weakness. Businesses can add and remove features to suit their needs. However, many features are paywalled, so it may cost more than first thought to unlock all of the platform’s desired features. The complexity of the software means it can take some time to learn, and those who have relatively simple needs may find it frustrating to use. Since it’s so heavily customized, even experienced users of Salesforce will need extensive training on your instance.
Salesforce alternatives such as Insightly offer similar features in a more streamlined package. Insightly offers powerful CRM and campaign management features to help sales and marketing teams work more effectively.
Good CRM software should help your team work more efficiently. The ideal Salesforce alternative should:
Doing a Salesforce competitive analysis is easy. Every business will have its own requirements when it comes to features, reports and automation. Salesforce is a powerful jack-of-all-trades, but many smaller teams find it overly complex and expensive to get started with and maintain. Many Salesforce alternatives, Salesforce CRM competitors, and CRM alternatives promise a more streamlined, simplified and affordable experience. However, it’s important to consider what each product has to offer carefully. Remember, companies such as Salesforce cater to businesses in a variety of niches, so they may not fully understand exactly what your sales team needs.
If you already use Salesforce and have a large leads database to transfer to your next CRM tool, consider how easily you can import your existing database when choosing an alternative to Salesforce. Many of the alternative CRMs have ready-made tools to allow you to transfer over a simple Salesforce database. However, if you’ve added a lot of custom fields to your database or use unusual data types, automated importers may not work well. Having a passionate and knowledgeable support team to help you transition your data to your new platform is essential.
Insightly is a versatile CRM designed with the needs of small and medium-sized businesses in mind. Rather than attempting to be a jack-of-all-trades, Insightly takes the most important features of Salesforce and focuses on getting them right – without the crazy Salesforce pricing. It is a robust, user-friendly and affordable CRM alternative that businesses can easily extend to provide more advanced features if required. The platform is built to be secure and SOC 2-compliant, using two-factor authentication, encryption, and single sign-on features to protect your data and that of your customers.
In most cases, salespeople and marketing managers are not developers or IT experts. Rather, they’re passionate about the products they’re promoting and are hired for their communication, sales, writing, or design skills. Insightly is designed with salespeople and marketers in mind. The user interface focuses on what these specialists have to do and makes it easy for them to achieve their goals.
The platform has a web app and native mobile apps for Android and iOS. These are secure and compliant with EU and US privacy laws. Your sales teams can use these apps from the office or on the move, and you can feel confident the data they’re handling is secure.
Because the platform is so easy to use, new salespeople can hit the ground running. There’s no need to spend endless hours training the team to use arcane tools. Insightly makes recording information about leads and marketing campaigns a simple affair so your organization’s data stays clean and accurate. If someone does make a mistake, it’s easy to put things right.
While Insightly is easy to use, it does have some powerful features, including reporting tools and third-party integrations. Should users require support with these options, there’s a helpline available to all customers. Those on the Professional tier or above receive priority customer support.
Salesforce offers a lot of strong features, but only some of them are available out of the box. The platform may suit large enterprises but can be prohibitively expensive for mid-sized companies that want access to some of the more sophisticated features, which is why many people seek cheap alternatives to Salesforce and other CRM competitors. In addition, the time it takes for developers to customize Salesforce to suit the needs of your business can quickly mount up.
Insightly offers an impressive selection of features as standard, including lead routing, workflow automation and campaign management features. B2B sales teams can take advantage of powerful features such as relationship linking that help them track not only individual contacts but also their positions and relationships with others in the business.
Salesforce products and pricebooks are popular features; in Insightly, similar functionality is called products, price books, and quotes. It’s a great feature for your sales team to move deals to the final stages with customers and can work with Insightly’s native QuickBooks integration.
Sophisticated reporting tools help team leaders track new leads, conversions, the performance of individual sales staff, and various campaign results. The web dashboard is easy to use, and the platform offers an Android and iOS app designed to provide a fluid, mobile-first experience for those working on the go.
Insightly’s transparent pricing structure ensures you always know how much you’re spending on your marketing and CRM tools. The pricing tiers are easy to understand and structured in a way that makes the platform affordable for businesses at each stage of their growth. Salesforce pricing can be confusing since the monthly fee doesn’t include the staff time and resources needed to operate the platform, and those can add up quickly. Either full-time staff or expensive consultants will be needed to get started in Salesforce.
Because Insightly is designed with small- and mid-sized businesses in mind, it’s less bloated than many other Salesforce alternatives. Whether you’re focused on reporting, simplifying workflows, or managing contacts, you can get the job done with just a few clicks of the mouse. Small businesses can get started with the platform in minutes, but the tools are powerful and robust enough to manage huge databases and generate the kind of complex reports a larger organization might need.
Granular permissions and the ability to assign multiple projects make Insightly a practical choice for growing teams. You can designate each salesperson with the projects and contacts they’re in charge of. The platform helps reduce human errors and data inconsistencies, keeping everything moving smoothly.
The Insightly platform has three pricing tiers:
Companies using any of these three tiers get access to the core CRM platform, including features such as email templates, lead management, and task tracking. The Professional tier offers extra support and productivity tools, while Enterprise customers can take advantage of a wider range of automation tools.
Insightly can grow with your business. Out of the box, it supports most of the features a small to mid-sized business will need. However, if you already have certain tools in your workflow or want to extend the platform with additional features, it’s relatively easy to do this, thanks to AppConnect, a low-code/no-code integration tool.
Insightly can integrate quickly and easily with a huge number of platforms, including:
In total, Insightly offers native support for more than 500 different business apps, ranging from reporting tools to collaboration suites, document sharing, communications, and even AI or machine learning platforms. You can use the powerful web services API to integrate the platform beyond the AppConnect tool.
Developers can export data from Insightly to use in MySQL, MongoDB, or other databases. Insightly provides easy-to-use libraries for Java, .Net and Python, so developers can use the Insightly API to process the platform data in innovative waysThe world of sales force automation and marketing analytics is constantly evolving. New tools are emerging on an almost monthly basis. Having the ability to use AppConnect to connect with other apps ensures Insightly is future-proof, and no matter how you manage your business, the tool will grow with you and remain a useful part of your workflow.
There are several other Salesforce alternatives to choose from, and some of them are cheap Salesforce alternatives. So, while you may search Salesforce vs. HubSpot vs. Monday to find alternatives to Salesforce and a competitor analysis on Salesforce, ideally, you’ll assess each one and find the best fit for you. Each of these Salesforce competitors is designed with a specific use case. Some of the most well-known CRM alternatives to Salesforce are listed below so you can do a comparison between Salesforce and other CRM applications.
Insightly is the CRM platform of choice for more than 25,000 teams worldwide. It’s popular with small- and medium-sized businesses looking for a simple, robust CRM solution to unify all of their customer and marketing data. Thanks to its responsive tech support team, clear documentation, and easy-to-use interface, the software works well for people with all levels of IT experience. If you’re new to the world of CRM software, or you find that Salesforce doesn’t quite meet your needs, it’s a great time to explore Insightly’s marketing, service, and CRM tools.
Powerful data importer tools make it easy to transfer your existing data to Insightly, and the platform is simple to use on desktop and mobile. Sign up for a free trial today to see the power of our CRM platform for yourself. Alternatively, if you’d like to learn more about Insightly and how it can help you grow and build your business, contact us now to book a personalized demo.