4.2 (707 reviews)

See how Insightly helps you beat your sales quota

Compare CRM pricing and features at a glance

Why choose Insightly over Salesforce?

  • Seamless integrations

    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 integrations.

  • Lower cost

    Most companies save 50% or more when they switch to Insightly! There are no hidden costs nor need to hire third parties to help you implement or manage the system. It is easy to set up, integrate, and adopt across teams. Salesforce, on the other hand, is made for Fortune 500 companies with extensive budgets. It requires expensive third-party partners to implement and dedicated team members to operate.

  • Onboard instantly

    Choose simplicity and speed. Most mid-sized businesses don’t need the complexity of Salesforce and can move much faster with Insightly with a minimal training and ramp-up time.

Choose Insightly to sell smarter & grow faster

300% Improvement

In revenue growth

50% Reduction

In time to project completion

10X Increase

In sales pipeline

Comparison Chart

Compare features and pricing

RATINGS

G2 Rating
TrustRadius Rating
General Rating (Per G2 in use, set-up, admin, etc.)
8.22
7.91
Best Feature (per G2)
Contact & Account Management
Contact & Account Management

LEAD & ACCOUNT MANAGEMENT

Project Management
Advanced
Limited
Service Management
Additional Fee
Additional fee
Task and Event Management
Advanced
Limited
Contact & Account Management
Advanced
Limited
Opportunity & Pipeline Management
Advanced
Limited

AUTOMATIONS & TOOLS

Marketing Automation
Additional fee
Additional fee
Workflow Automations
Available for all levels
Enterprise-level only
Dynamic Page Layout Rules
Available for Enterprise
Dashboard Views
Customizable
Available
Configurable Profiles & Page Layouts
Available
Role-based Permissions
Integrations
1-click, no code
Via API

MOBILE FUNCTIONALITY

Mobile App
Business Card Scanner
Available for all levels
Enterprice-level only

ONBOARDING & START-UP COSTS

Pricing
$0-$99 Per user, per month
$25-$300 Per User, per month
Free Trial
Yes, limited
Yes, limited

Why Sales Leaders Choose Insightly

Successful Sales Leaders Choose Insightly

Get complete visibility of your entire sales pipeline as soon as you start

1. Fastest & easiest set-up

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.

2. Grow high quality pipeline

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.

Automation that convert leads into deals with ease

See, manage, and optimize on the metrics that matter most

3. Dashboards & analytics

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.

Switching from Salesforce to Insightly is easy

Afraid to switch CRMs? It’s easier than you think.

The Insightly team will guide you through 5 simple steps.

You’ll assess your CRM needs, clean and structure your data, define roles & permissions, migrate your data, and review. That’s it!

More than 25,000 companies rely on Insightly to sell smarter and
grow faster.

See why sales leaders choose Insightly

4.2 (707 reviews)

See how Insightly can align your teams and deliver better customer experiences.

Industry leaders trust Insightly