Insightly vs Salesforce
Side-by-side comparison of features, pricing, ratings, and alternatives.
Insightly is a cloud-based CRM that combines pipeline and contact management with native project management, letting teams track a deal from lead through delivery in one system. It also offers separate but connected marketing automation and support/ticketing products, plus AppConnect for integrating 2,000+ external apps.
Salesforce is the market-leading customer relationship management platform, used by enterprises to manage sales pipelines, customer service, marketing, and increasingly, custom business applications built on its underlying platform. Its Sales Cloud and Service Cloud products are the core of most implementations. Salesforce's highly configurable architecture, built on its own Apex programming language and declarative tools like Flow, lets organizations extensively customize workflows, objects, and automation to match complex business processes rather than adapting their processes to fit the software. Einstein, Salesforce's AI layer, adds predictive lead scoring, generative email drafting, and conversational AI assistance across the platform, while AppExchange offers thousands of pre-built integrations and add-on applications for extending functionality further.
No free tier; Starter plans from $25/user/month, Enterprise plans scale much higher.
- Native project management differentiates it from pure sales CRMs
- AppConnect offers a large integration library
- Clear, published per-seat pricing tiers
- Recognized as a G2 High Performer and TrustRadius Buyer's Choice
- Extremely configurable for complex enterprise needs
- Massive AppExchange ecosystem
- Strong reporting and forecasting tools
- Industry-standard, well-supported platform
- Marketing and Service products are priced and licensed separately from core CRM
- Enterprise features require the priciest $99/user tier
- Bundle pricing for all three products together starts at $899/month plus setup fees
- Steep learning curve and implementation cost
- No free tier, relatively expensive per user
- Often requires dedicated admins or consultants to configure well
What reviewers say
Insightly Reviews
No reviews yet.
Salesforce Reviews
4.3 (4)Works, with some caveats
Mixed feelings about Salesforce after using it for a while. On the plus side, strong reporting and forecasting tools. That said, steep learning curve and implementation cost, which held us back from rating it higher.
Does exactly what we need
Been a daily user of Salesforce for a while now. Extremely configurable for complex enterprise needs. One minor gripe: often requires dedicated admins or consultants to configure well, but it hasn't been a dealbreaker. Would recommend to anyone considering it.
Solid choice
I switched to Salesforce last quarter and haven't looked back. Massive AppExchange ecosystem. No major complaints so far. Would recommend to anyone considering it.
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The Verdict
AI-generated from listing dataSalesforce offers a far more extensive, enterprise‑grade CRM ecosystem but at higher cost and complexity, while Insightly provides a simpler, lower‑priced CRM with built‑in project management for growing teams.
Key differences
- •Salesforce has a massive AppExchange marketplace and deeper AI (Einstein) versus Insightly’s beta AI Copilot.
- •Insightly includes native project‑management and ticketing modules; Salesforce requires separate Service Cloud add‑ons.
- •Pricing tiers: Salesforce starts at $25/user/month with higher enterprise pricing; Insightly’s highest tier is $99/user/month with bundle pricing starting at $899/month.
- •Salesforce targets mid‑size to large enterprises with dedicated admins; Insightly targets growing businesses needing an all‑in‑one solution.
Pricing & value
Insightly’s per‑seat pricing is transparent and lower‑cost; Salesforce starts at $25/user with higher enterprise fees.
Ease of use / learning curve
Insightly is positioned as simpler for growing teams; Salesforce is noted for a steep learning curve and need for admins.
Features & depth
Salesforce offers extensive configurability, AI (Einstein), Service Cloud, and custom app development; Insightly’s features are more limited.
Integrations & ecosystem
Salesforce’s AppExchange provides thousands of integrations; Insightly’s AppConnect covers 2,000+ apps but smaller ecosystem.
Collaboration
Salesforce integrates with Slack and offers robust collaboration tools; Insightly lists Slack integration but fewer native collaboration features.
Scalability
Salesforce is built for mid‑size to large enterprises and scales with complex needs; Insightly targets growing businesses.
Support
Salesforce offers Help Center, Trailhead, and Premier Support; Insightly provides Email and Help Center only.
Choose Insightly if…
Growing teams that want CRM plus project management in a simpler, lower‑cost package.
Choose Salesforce if…
Large enterprises needing deep customization, extensive integrations, and advanced AI, with budget for dedicated admins.
Common questions
Which platform is cheaper for a 50‑user team?
Insightly’s $99/user tier totals $4,950/month plus bundle fees, likely lower than Salesforce’s Enterprise pricing, which is not specified but starts higher.
Do both tools offer AI features?
Yes. Salesforce includes Einstein AI for predictive scoring and generative assistance; Insightly offers a beta AI Copilot for email drafting and summarization.
Can I integrate with Slack and other common apps?
Both integrate with Slack. Salesforce’s AppExchange offers thousands of integrations including Gmail, Outlook, AWS; Insightly’s AppConnect links to 2,000+ apps such as QuickBooks, Shopify, Jira.