Insightly vs Salesforce
No clear leader: Salesforce (69.7) and Insightly (65.0) are within the 5-point margin; treat as a tie. The attribute-by-attribute breakdown below, with a source and date on every value, is the honest way to compare them.
Capabilities
Feature-by-feature on the axes that matter for crm software. “-” means undocumented, not absent.
What each one is
The product in its own terms, so the numbers below have context.
Insightly
An accessible customer relationship management system that centralizes customer data and supports integration with email, calendar, project management, finance, and support tools to streamline team workflows.
Salesforce
A cloud-based sales platform that unifies lead and opportunity management, automates workflows, and provides AI-powered insights to help sales teams close deals faster. It includes built-in email sync, forecasting, and customizable sales processes.
Pricing
List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.
Insightly
From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.
- CRM Plus$29/user/month billed annually. 14-day free trial.
- Lead and contact management
- Project management
- Advanced reports
- Pre-built business dashboards
- CRM Professional$49/user/month billed annually. 14-day free trial.
- All Plus features
- Lead assignment and routing
- Workflow automation
- AI Copilot
- Email summaries and replies
- CRM EnterpriseContact sales
- All Professional features
- Sandboxes
- Products, pricebooks, and quotes
- Comprehensive audit logging
- Custom validation rules
- +1 more
- Marketing PlusContact sales
- Email marketing automation
- Prospect scoring
- A/B testing
- Built-in dashboards
- Marketing ProfessionalContact sales
- All Plus features
- Custom scoring models
- Advanced prospect tracking
- Unlimited role-based permissions
- Marketing EnterpriseContact sales
- All Professional features
- Comprehensive audit logging
- Calculated fields
- Custom validation rules
- Support PlusContact sales
- Comprehensive ticket editor
- SLA tracking
- Configurable email macros
- Customizable reports
- Support ProfessionalContact sales
- All Plus features
- Customer satisfaction surveys
- Custom ticket automations
- Portal customization
- Support EnterpriseContact sales
- All Professional features
- Comprehensive audit logging
- Custom validation rules
- Unlimited brands and portals
- AppConnect StandardContact sales
- Drag-and-drop workflow builder
- No-code integration
- 2000+ app integrations
- AppConnect ProfessionalContact sales
- All Standard features
- Custom AppConnect development
- AWS Lambda support
- AppConnect EnterpriseContact sales
- All Professional features
- Enterprise support
- Priority development
Salesforce
From $25 USD/user/month. Free 30-day trial available.
- Starter Suite$25 USD/user/month
- Lead, Account, Contact, and Opportunity Management
- Built-in Sales Flows and Lead Routing
- AI Automatically Syncs Emails, Events, and Contacts
- Dynamic Email Marketing and Analytics
- Slack included
- Pro SuiteContact sales
- Everything in Starter Plus
- Greater Customization and Automation
- Sales Quoting and Forecasting
- CoreContact sales
- Advanced Forecast & Pipeline Management
- Agentforce: Pipeline Management
- Agentforce: Sales Emails
- Lead Scoring
- Deal Insights
- +4 more
- AdvancedContact sales
- Enhanced security
- Slack Enterprise+
- Sales Planning
- Sales Programs
- MaxContact sales
- Salesforce Spiff
- Sales Planning
- Sales Programs
- Incentive Compensation Management
- Salesforce Maps
- +2 more
Platform & deployment
Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.
Integrations
What each product connects to. Counts come from the vendor's own integration directory where one exists.
- Outlook
- Slack
Insightly
- Microsoft
- MS 365
- PandaDoc
- QuickBooks
- Xero
- DocuSign
- Shopify
- WordPress
- Netsuite
- Unbounce
Salesforce
- Tableau
- MuleSoft
- CRM Analytics
- Data 360
- Tableau Exchange
- Salesforce CLI
- Embedded Analytics
- Data Pipelines
- SOQL Builder
- Code Analyzer
- Event Monitoring
- Platform Encryption
- Field Audit Trail
- Shield
- Data Mask & Seed
- Backup & Recover
- Hyperforce
- Gmail
- Stripe
- AgentExchange
- Agentforce
- Experience Cloud
- Okta
- +1 more
Insightly or Salesforce: which one depends on you
A composite score cannot know your constraints. Describe them and both get re-weighted against what you actually need, with the evidence behind every position.
Free to run, no account needed to start. How the evaluation works
Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.