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.
In revenue growth
In time to project completion
In sales pipeline
Successful Sales Leaders Choose Insightly
Get complete visibility of your entire sales pipeline as soon as you start
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.
Automation that convert leads into deals with ease
See, manage, and optimize on the metrics that matter most
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.
Afraid to switch CRMs? It’s easier than you think.
You’ll assess your CRM needs, clean and structure your data, define roles & permissions, migrate your data, and review. That’s it!