# Insightly vs Salesforce

| Attribute | Insightly | Salesforce |
|---|---|---|
| **vioscaleAI score** | 65 (56% (medium)) | 69.7 (73% (medium)) |
| adoption.stackoverflow_questions | - | 60,000 |
| content.faq | `[{"answer":"A unified CRM system that centralizes customer data, automates marketing campaigns, manages sales pipelines, and integrates with third-party applications through built-in workflows. It is indexed under CRM Software.","source":"https://www.insightly.com/pricing-plans/","question":"What is Insightly?","confidence":0.6},{"answer":"Insightly is a paid product; published pricing starts at $29 per user per month. It is sold across 12 plans (CRM Plus, CRM Professional, CRM Enterprise and Marketing Plus). There is no free tier. Pricing changes often, so verify at source before relying on it.","source":"https://www.insightly.com/pricing-plans/","question":"How much does Insightly cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Insightly. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What platforms does Insightly support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Insightly, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.insightly.com/pricing-plans/","question":"Can Insightly be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for Insightly, including Google, Microsoft, MS 365, PandaDoc, QuickBooks, Xero, DocuSign and Shopify, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What does Insightly integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, HIPAA and GDPR for Insightly. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Insightly not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.insightly.com/security-compliance/","question":"What security certifications does Insightly have?","confidence":0.7},{"answer":"Insightly is available worldwide. Its primary market is the United States.","source":"https://www.insightly.com/pricing-plans/","question":"Where is Insightly available?","confidence":0.5}]` | `[{"answer":"Salesforce is a cloud-based customer relationship management (CRM) platform that helps organizations manage sales, service, marketing, and commerce operations. It is designed primarily for mid-market and enterprise businesses across various industries, though smaller companies can also use its offerings through free trials or lower-cost editions.","source":"https://www.salesforce.com/products/what-is-salesforce/","question":"What is Salesforce and who is it designed for?","confidence":0.95},{"answer":"Salesforce's primary products include Sales Cloud (for sales team management), Service Cloud (for customer support and service), Commerce Cloud (for e-commerce), Marketing Cloud (for customer marketing), Platform (for custom application development), and Einstein Analytics (for business intelligence). Each product can be used independently or integrated together.","source":"https://www.salesforce.com/products/","question":"What are Salesforce's core products?","confidence":0.95},{"answer":"Salesforce is proprietary, commercial software. It is not open-source. The platform operates on a closed-source model where Salesforce controls all development, updates, and source code.","source":"https://www.salesforce.com/company/about/","question":"Is Salesforce open-source or commercial software?","confidence":0.98},{"answer":"Salesforce is deployed exclusively as a cloud-based software-as-a-service (SaaS) platform. Users access it through web browsers or mobile applications; there is no on-premises or self-hosted deployment option. Salesforce maintains and updates all infrastructure and servers.","source":"https://help.salesforce.com/s/article/000326486","question":"How is Salesforce deployed and accessed?","confidence":0.97},{"answer":"Salesforce operates a tiered subscription pricing model with a free tier (limited trial or Essentials edition), followed by multiple paid plans at increasing feature levels (typically Professional, Enterprise, and Unlimited editions). Pricing varies by product and the number of users, with per-user-per-month subscription costs.","source":"https://www.salesforce.com/products/pricing/","question":"What is Salesforce's pricing model?","confidence":0.94},{"answer":"Salesforce supports Apex (a proprietary Java-like language for server-side development), JavaScript, and Lightning Web Components for custom development. It provides REST and SOAP APIs, and a built-in integrated development environment called Salesforce DX for developers building extensions and integrations.","source":"https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm","question":"What programming languages and APIs does Salesforce support?","confidence":0.93},{"answer":"Leading alternatives to Salesforce include HubSpot (known for mid-market and SMB focus), Microsoft Dynamics 365 (part of the Microsoft ecosystem), Zoho CRM (competitive on pricing), Oracle NetSuite, and SAP. Selection depends on organization size, budget, industry requirements, and existing technology infrastructure.","source":"https://www.salesforce.com/competitors/","question":"What are common alternatives to Salesforce?","confidence":0.92},{"answer":"Salesforce integrates with hundreds of third-party applications and platforms through native connectors, APIs, and pre-built integration tools like Salesforce MuleSoft and AppExchange marketplace integrations. Common integrations include email platforms, ERP systems, accounting software, and business intelligence tools.","source":"https://appexchange.salesforce.com/","question":"What integrations does Salesforce offer?","confidence":0.93}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | 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. | 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. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` |
| integrations.count | 2,000 | 18 |
| integrations.list | `[{"name":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"},{"name":"Unbounce","native":true,"category":"marketing","direction":"inbound"},{"name":"Outlook","native":true,"category":"email","direction":"bidirectional"},{"name":"Slack","native":true,"category":"chat","direction":"outbound"}]` | `[{"name":"Slack"},{"name":"Tableau"},{"name":"MuleSoft"},{"name":"CRM Analytics"},{"name":"Data 360"},{"name":"Tableau Exchange"},{"name":"Salesforce CLI"},{"name":"Embedded Analytics"},{"name":"Data Pipelines"},{"name":"SOQL Builder"},{"name":"Code Analyzer"},{"name":"Event Monitoring"},{"name":"Platform Encryption"},{"name":"Field Audit Trail"},{"name":"Shield"},{"name":"Data Mask & Seed"},{"name":"Backup & Recover"},{"name":"Hyperforce"},{"name":"Outlook","native":true,"category":"email","direction":"inbound"},{"name":"Gmail","native":true,"category":"email","direction":"inbound"},{"name":"Stripe","native":false,"category":"payments"},{"name":"AgentExchange","native":true,"category":"apps","direction":"bidirectional"},{"name":"Agentforce","native":true,"direction":"bidirectional"},{"name":"Experience Cloud","native":true,"direction":"bidirectional"},{"name":"WhatsApp","native":true,"category":"chat","direction":"outbound"},{"name":"Okta","native":false,"category":"identity","direction":"inbound"},{"name":"CrowdStrike","native":false,"category":"security","direction":"inbound"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US","GB"],"availabilityScope":"global","availableCountries":["US","GB","AU","JP","SE"],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"cli":true,"web":true}` |
| pricing | `{"type":"hybrid","plans":[{"free":false,"name":"CRM Plus","summary":"$29/user/month billed annually. 14-day free trial.","features":["Lead and contact management","Project management","Advanced reports","Pre-built business dashboards"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Entry-level CRM with lead and contact management","contactSales":false,"includedLimits":{"records":"100,000","file_storage":"10 GB","custom_fields":"50"}},{"free":false,"name":"CRM Professional","summary":"$49/user/month billed annually. 14-day free trial.","features":["All Plus features","Lead assignment and routing","Workflow automation","AI Copilot","Email summaries and replies"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"CRM with workflow automation and AI Copilot","contactSales":false,"includedLimits":{"records":"250,000","file_storage":"100 GB","custom_fields":"100"}},{"free":false,"name":"CRM Enterprise","summary":"$99/user/month billed annually.","features":["All Professional features","Sandboxes","Products, pricebooks, and quotes","Comprehensive audit logging","Custom validation rules","SAML/SCIM SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise CRM with advanced customization and audit logging","contactSales":true,"includedLimits":{"records":"500,000","file_storage":"250 GB","custom_fields":"200"}},{"free":false,"name":"Marketing Plus","summary":"$99/account/month.","features":["Email marketing automation","Prospect scoring","A/B testing","Built-in dashboards"],"commitment":"annual","components":[{"kind":"fixed","amount":99,"period":"month","currency":"USD"}],"description":"Email marketing automation for 2,000 prospects","contactSales":true,"includedLimits":{"prospects":"2,000","monthly_email_volume":"10,000"}},{"free":false,"name":"Marketing Professional","summary":"$499/account/month.","features":["All Plus features","Custom scoring models","Advanced prospect tracking","Unlimited role-based permissions"],"commitment":"annual","components":[{"kind":"fixed","amount":499,"period":"month","currency":"USD"}],"description":"Marketing automation for 10,000 prospects with custom scoring","contactSales":true,"includedLimits":{"prospects":"10,000","monthly_email_volume":"50,000"}},{"free":false,"name":"Marketing Enterprise","summary":"$999/account/month.","features":["All Professional features","Comprehensive audit logging","Calculated fields","Custom validation rules"],"commitment":"annual","components":[{"kind":"fixed","amount":999,"period":"month","currency":"USD"}],"description":"Marketing automation for 20,000 prospects with advanced rules","contactSales":true,"includedLimits":{"prospects":"20,000"}},{"free":false,"name":"Support Plus","summary":"$29/user/month.","features":["Comprehensive ticket editor","SLA tracking","Configurable email macros","Customizable reports"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Support ticketing with SLA tracking","contactSales":true},{"free":false,"name":"Support Professional","summary":"$49/user/month.","features":["All Plus features","Customer satisfaction surveys","Custom ticket automations","Portal customization"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Support ticketing with customer surveys and portal customization","contactSales":true},{"free":false,"name":"Support Enterprise","summary":"$99/user/month.","features":["All Professional features","Comprehensive audit logging","Custom validation rules","Unlimited brands and portals"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise support with unlimited portals and audit logging","contactSales":true},{"free":false,"name":"AppConnect Standard","summary":"$249/month + $3,000 setup for 25,000 tasks/month.","features":["Drag-and-drop workflow builder","No-code integration","2000+ app integrations"],"commitment":"annual","components":[{"kind":"fixed","amount":249,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 25,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"25,000"}},{"free":false,"name":"AppConnect Professional","summary":"$799/month + $3,000 setup for 100,000 tasks/month.","features":["All Standard features","Custom AppConnect development","AWS Lambda support"],"commitment":"annual","components":[{"kind":"fixed","amount":799,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 100,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"100,000"}},{"free":false,"name":"AppConnect Enterprise","summary":"$1,899/month + $3,000 setup for 250,000 tasks/month.","features":["All Professional features","Enterprise support","Priority development"],"commitment":"annual","components":[{"kind":"fixed","amount":1899,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 250,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"250,000"}}],"addOns":[{"name":"Additional AppConnect tasks","components":[{"per":{"qty":25000,"unit":"tasks"},"kind":"metered","amount":249,"currency":"USD"}]}],"summary":"From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.","currency":"USD","freeTier":false,"sourceUrl":"https://www.insightly.com/pricing-plans/","retrievedAt":"2026-08-16T20:55:38.163Z","freeTrialDays":14,"startingPrice":{"amount":29,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":false,"name":"Starter Suite","summary":"$25 USD/user/month","features":["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"],"commitment":"monthly","components":[{"kind":"per_unit","unit":"seat","amount":25,"period":"month","currency":"USD"}],"description":"All-in-one CRM for small businesses with sales, service, marketing, and commerce tools","contactSales":false},{"free":false,"name":"Pro Suite","features":["Everything in Starter Plus","Greater Customization and Automation","Sales Quoting and Forecasting"],"commitment":"annual","description":"Flexible CRM suite with increased customization and automation","contactSales":true},{"free":false,"name":"Core","features":["Advanced Forecast & Pipeline Management","Agentforce: Pipeline Management","Agentforce: Sales Emails","Lead Scoring","Deal Insights","Slack Business+","Tableau","Conversation Intelligence","APIs"],"commitment":"annual","description":"Advanced CRM for sales teams with AI and automation","contactSales":true},{"free":false,"name":"Advanced","features":["Enhanced security","Slack Enterprise+","Sales Planning","Sales Programs"],"commitment":"annual","description":"Enhanced security tier for sales teams","contactSales":true},{"free":false,"name":"Max","features":["Salesforce Spiff","Sales Planning","Sales Programs","Incentive Compensation Management","Salesforce Maps","Tableau Next","Slack Enterprise+"],"commitment":"annual","description":"Premium edition with all advanced features","contactSales":true}],"addOns":[{"name":"Slack Enterprise+","components":[{"kind":"fixed","amount":25,"period":"month","currency":"USD"}]},{"name":"Premier Support"}],"summary":"From $25 USD/user/month. Free 30-day trial available.","currency":"USD","freeTier":true,"sourceUrl":"https://www.salesforce.com/sales/pricing/","retrievedAt":"2026-10-05T11:12:18.822Z","freeTrialDays":30,"startingPrice":{"unit":"seat","amount":25,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | yes |
| pricing.model | commercial | freemium |
| pricing.price_level | unknown | mid |
| pricing.starting_price | - | `{"amount":25,"currency":"USD"}` |
| pricing.transparent | no | no |
| release.cadence_days | - | 120 |
| reliability.sla_pct | 99.95 | 99.9 |
| reliability.status_page | yes | yes |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.hipaa | yes | yes |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |
| security.trust_center | - | https://www.salesforce.com/platform/security-center/ |

## Capabilities (CRM Software)

| Capability | Insightly | Salesforce |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | ✓ | ✓ |
| **Communication** |  |  |
| Email sync & tracking | ✓ | ✓ |
| **Automation** |  |  |
| Marketing automation | ✓ | ✓ |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✓ | ✓ |
| **Access** |  |  |
| Native mobile app | ✓ | ✓ |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-16T19:28:58.271Z. "-" = undocumented, not absent.*