# Insightly vs Salesforce

**Leader by Vioscale score:** Salesforce

| Attribute | Insightly | Salesforce |
|---|---|---|
| **Vioscale score** | 65 (74% (medium)) | 82.1 (74% (medium)) |
| adoption.stackoverflow_questions | - | 60,000 |
| content.faq | - | `[{"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 | Insightly is a customer relationship management platform that helps teams manage leads, opportunities, and customer support through integrated sales, marketing, and ticketing tools. The platform includes workflow automation, business dashboards, and extensive third-party integrations to streamline operations. | Enterprise customer relationship management system that integrates sales, service, and marketing functions across multiple channels. It includes AI-powered agents to automate customer workflows, provides analytics for business decisions, and connects with hundreds of third-party business tools. |
| 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,"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":"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"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US","GB"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"cli":true,"ios":true,"web":true,"android":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":"Salesforce Starter","summary":"$25/user/month","features":["Lead, Account, Contact, and Opportunity Management","Dynamic Email Marketing and Analytics","Built-in Sales Flows and Lead Routing","Connected Slack Conversations"],"minSeats":1,"commitment":"monthly","components":[{"kind":"per_unit","unit":"seat","amount":25,"period":"month","currency":"USD"}],"description":"Basic CRM suite with core sales, marketing, and service capabilities","contactSales":false},{"free":false,"name":"Marketing Cloud Next Growth Edition","summary":"$1,500/month (annual billing)","features":["Agentforce Campaign Creation","Multi-Channel Journeys","Forms and Landing Pages"],"commitment":"annual","components":[{"kind":"fixed","amount":1500,"period":"month","currency":"USD"}],"description":"Marketing automation with AI-driven campaign creation and multi-channel journeys","contactSales":false},{"free":false,"name":"Marketing Cloud Next Advanced Edition","summary":"$3,250/month (annual billing)","features":["Agentforce Campaign Creation","Path Experimentation","Two-Way Conversations for SMS and WhatsApp"],"commitment":"annual","components":[{"kind":"fixed","amount":3250,"period":"month","currency":"USD"}],"description":"Advanced marketing automation with path experimentation and two-way messaging","contactSales":false},{"free":false,"name":"Salesforce Personalization","summary":"$8,000/month (annual billing)","features":["Agentforce Personalization Decisioning","Web, Mobile App, and Email Personalization","Product and Content Recommendations"],"commitment":"annual","components":[{"kind":"fixed","amount":8000,"period":"month","currency":"USD"}],"description":"Cross-channel personalization with AI-driven recommendations","contactSales":false},{"free":false,"name":"Marketing Intelligence","summary":"$10,000/month (annual billing)","features":["Agentforce Paid Media Optimization","AI Campaign Summaries","Data Enrichment & OOTB Visualizations"],"commitment":"annual","components":[{"kind":"fixed","amount":10000,"period":"month","currency":"USD"}],"description":"Analytics and insights with AI-powered campaign optimization","contactSales":false},{"free":false,"name":"Loyalty Management","summary":"$20,000/month (annual billing)","features":["Agentforce Loyalty Promotion Creation","CRM Loyalty Analytics","Dynamic Promotions Management"],"commitment":"annual","components":[{"kind":"fixed","amount":20000,"period":"month","currency":"USD"}],"description":"Dynamic loyalty program management with personalized promotions","contactSales":false}],"addOns":[{"name":"Account Engagement+","components":[{"kind":"fixed","amount":1250,"period":"month","currency":"USD"}]},{"name":"Engagement+","components":[{"kind":"fixed","amount":2000,"period":"month","currency":"USD"}]},{"name":"Intelligence+","components":[{"kind":"fixed","amount":11000,"period":"month","currency":"USD"}]}],"summary":"From $25/user/month (Starter tier). Free tier available. Enterprise add-ons and specialized modules start at $1,250/month.","currency":"USD","freeTier":true,"sourceUrl":"https://www.salesforce.com/marketing/pricing/","retrievedAt":"2026-08-14T11:10:54.530Z","startingPrice":{"amount":25,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | yes |
| pricing.model | commercial | freemium |
| pricing.price_level | mid | mid |
| pricing.transparent | no | yes |
| 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 |

## 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: Vioscale. Generated 2026-09-01T16:48:18.213Z. "-" = undocumented, not absent.*