If you can’t decide between Insightly and Salesforce, you are in the right place. Insightly and Salesforce are two CRM platforms available, but their intended audiences are quite different. Compare them side by side:
Key Takeaways
- Insightly is a CRM platform designed for small and medium-sized businesses. It offers features for managing contacts, sales opportunities, and projects. Insightly’s intuitive interface and customization options make it easy for users to tailor the platform to their specific needs. It also provides automation features to streamline workflows and improve efficiency. Insightly is suitable for businesses looking for a user-friendly CRM solution with project management capabilities.
- Salesforce is a robust CRM platform used by businesses of all sizes. It offers a wide range of features, including sales automation, marketing automation, customer service, and analytics. Salesforce’s extensive customization options and integrations make it a versatile tool for managing customer relationships and sales processes. It is well-suited for businesses with complex sales and marketing operations that require a highly scalable and customizable CRM solution.
Main Differences Between Insightly and Salesforce
Insightly and Salesforce are both CRM platforms, but Salesforce offers more advanced and enterprise-level capabilities. Insightly is suitable for smaller businesses looking for a simpler CRM solution, while Salesforce is ideal for larger enterprises with more extensive CRM needs and integration requirements. The choice between Insightly and Salesforce depends on the size and complexity of the business’s CRM needs.
Pricing of Insightly and Salesforce
Here is the pricing information for Insightly and Salesforce:
Insightly
- Starting Price (Annual): $29 per user, per month, $25 per user, per month (10user maximum)
- Enterprise Price (Annual): $99 per user, per month.
Salesforce
- Essentials plan: $25 per user, per month
- Professional plan: $75 per user, per month
- Enterprise plan: $150 per user, per month
- Unlimited plan: $300 per user, per month
- Pricing for Salesforce varies based on the specific plan and features needed.
It’s worth noting that Salesforce offers more pricing tiers and options compared to Insightly, with plans ranging from $25 per user, per month for the Essentials plan to $300 per user, per month for the Unlimited plan. Insightly’s pricing plans range from $25 per user, per month to $99 per user, per month. Therefore, the choice between the two platforms will depend on your specific needs and budget. If you are a small business looking for an affordable CRM solution, Insightly may be the better option. However, if you are a larger business looking for more advanced features and integrations, Salesforce may be the better choice.
My experience with Insightly and Salesforce
Insightly
Based on my experience, Insightly is a user-friendly CRM platform that’s suitable for small and medium-sized businesses. It offers features to manage contacts, tasks, and pipelines, helping you streamline your sales processes.
However, Insightly might lack some of the more advanced features and scalability that larger businesses might require. If you’re looking for in-depth customization and complex workflows, you might find it somewhat limited.
Salesforce
Salesforce is a robust CRM platform known for its scalability and extensive capabilities. It’s a powerful choice if you need a highly customizable solution to manage sales, customer relationships, and more.
However, be prepared for a steeper learning curve with Salesforce, especially if you’re new to CRM platforms. Its comprehensive features might take time to master, but the payoff is a versatile tool that can be tailored to your business’s specific needs.
Consider your business size and goals – Insightly for a simpler CRM for small to medium-sized businesses, or Salesforce for a comprehensive solution that can scale as your business grows.
Our Winner: Insightly
After analyzing both Insightly and Salesforce, we concluded that the best choice overall is Insightly.
This obviously doesn’t mean that the other choice is particularly bad. For some particular cases could even be the other way around, depending on your specific needs.
