# Salesforce Sales Cloud vs Insightly: Features and Cost Comparison 2026 | Capterra > Salesforce Sales Cloud vs Insightly: Which crm tool is right for you? Dive into our detailed comparison of their features, costs, and user experience to make your decision. Source: https://www.capterra.com/compare/61368-130671/Salesforce-vs-Insightly --- # Salesforce Sales Cloud vs Insightly Features and Cost Comparison Last updated April 7th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Salesforce Sales CloudInsightly2/4 selected [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.4 (18781)](https://www.capterra.com/p/61368/Salesforce/reviews/) [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) [## Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.4 (18781)](https://www.capterra.com/p/61368/Salesforce/reviews/) [## Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) Starting Price $25.00/month Starting Price $25.00/month Value-for-Money 4 Functionality 4.4 Ease of Use 4 Customer Service 4.1 Starting Price $29.00/month Starting Price $29.00/month Value-for-Money 4 Functionality 3.9 Ease of Use 4 Customer Service 3.8 Reviews Sentiment Based on [18,781 reviews](https://www.capterra.com/p/61368/Salesforce/reviews/) Positive 16,818 Neutral 1,488 Negative 475 Positive 16,818 Neutral 1,488 Negative 475 Reviews Sentiment Based on [654 reviews](https://www.capterra.com/p/130671/Insightly/reviews/) Positive 518 Neutral 86 Negative 50 Positive 518 Neutral 86 Negative 50 Best for (according to reviews) - **Business size**: Small businesses account for 44% of reviews (8,268), showing widespread use among this segment, followed by enterprise and midsize businesses. - **Industry**: Computer software, IT services, and marketing/ad agencies together represent 28% of reviews, indicating notable adoption in tech-driven sectors. - **Use cases**: CRM (49%), sales tracking (30%), and account management (22%) are the main uses, supporting customer relationships and sales operations. Best for (according to reviews) - **Business size**: Small businesses account for 425 reviews, representing 64% of feedback, demonstrating broad uptake among this segment. - **Industry**: Marketing and advertising, management consulting, and computer software together contribute 24% of reviews, indicating diverse industry adoption. - **Use cases**: CRM (60%), task management (35%), and account management (32%) are the primary use cases, reflecting a focus on customer and workflow management. ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Reviewer verdict Salesforce Sales Cloud Salesforce Sales Cloud users find it best for organizations needing comprehensive sales management, advanced customization, and detailed analytics. Reviewers highlight its strong lead and sales pipeline management, integration with tools like Gmail and Mailchimp, and robust automation and reporting features. They say it suits larger businesses that require scalability and flexibility, though they mention the higher cost and learning curve as considerations. Insightly Insightly users consider it ideal for small businesses and startups seeking an affordable, user-friendly CRM with essential contact and lead management features. Reviewers value its ease of use, customization, and integration with Gmail and Mailchimp, appreciating the workflow management and the availability of a free version. They note it is best for those prioritizing simplicity and cost-effectiveness, though some mention limitations in integrations and email management. ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Features comparison In the crm market, Salesforce Sales Cloud and Insightly both offer a range of features, and comparing them goes beyond just looking at price. Understanding which functionalities align with your specific requirements can help maximize value and eliminate unnecessary spending. Below is a breakdown of the most critical aspects to consider. \[[1](#source-item-1)\] Key features rated by users Features selected based on 44,336 reviews from CRM users. about the Fit Score methodology. Fit Score methodology To calculate the Fit Score, our proprietary methodology factors in the following: - The importance level for each feature. By default, this is determined by user reviews. They can rate a feature Critical, High, Low, or Not Used. - Feedback from real users on how the product performs for each key feature, derived from verified user reviews and ratings. Please note: - To calculate the Fit Score, the number of reviews for those features and the actual rating carry the same weight. You might see that, in some cases, even though the ratings are the same, we still determine a winner because it had more reviews. - If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Salesforce Sales Cloud 90%Fit High performer Feature ratings Contact Database 4.6 Contact Management 4.5 Lead Management 4.4 Sales Pipeline Management 4.5 Insightly 78%Fit Feature ratings Contact Database 4.3 Contact Management 4.4 Lead Management 4.2 Sales Pipeline Management 4.1 Contact Database 4.6 (590) 4.3 (80) Salesforce Sales Cloud users appreciate its comprehensive contact database, which they say centralizes customer information, supports large volumes of data, and offers advanced search and filtering options. They find it easy to manage and customize, facilitating efficient communication and informed decision-making. However, some users mention challenges with duplicate management. Insightly users value its ease of use, ability to link records, and integration with Google. They appreciate the centralized location for contact information but note that the search functionality could be improved. Overall, users find Salesforce Sales Cloud's contact database robust and detailed, while they value Insightly for its simplicity and integration capabilities. Contact Management 4.5 (1859) 4.4 (82) Salesforce Sales Cloud reviewers highlight its robust contact management features, including tracking interactions, managing relationships, and integrating with email and social media. They appreciate its intuitive interface and AI capabilities for insights and recommendations. Some users mention issues with duplicate contacts. Insightly users find it user-friendly and effective for organizing and updating contact information. They appreciate the customization options but mention occasional lag and the need for better search capabilities. In general, users value Salesforce Sales Cloud for its comprehensive contact management and insights, while they find Insightly easy to use and customize. Lead Management 4.4 (1803) 4.2 (88) Salesforce Sales Cloud users appreciate its lead management capabilities, which they say include capturing leads from various sources, automating lead qualification, and tracking interactions. They find it highly customizable and effective for nurturing leads and improving sales efficiency. Some users report issues with duplicate leads. Insightly users find lead management essential for their sales process, appreciating the ability to track leads and set reminders. However, some mention it is not as user-friendly and requires reminders to utilize its full functionality. Overall, users find Salesforce Sales Cloud's lead management comprehensive and customizable, while they value Insightly for its essential tracking features. Sales Pipeline Management 4.5 (1233) 4.1 (82) Salesforce Sales Cloud users value its sales pipeline management, which they say provides a clear and organized view of deals, automates tasks, and enhances sales forecasting. They appreciate its visual representations and ability to track opportunities from lead to closure. Some users mention the need for customization to fit specific needs. Insightly users find its sales pipeline management helpful for tracking project progress and customizing pipelines. They appreciate its ease of use but note occasional glitches and a desire for more customization. In summary, users find Salesforce Sales Cloud's sales pipeline management comprehensive and data-driven, while they value Insightly for its customization and ease of use. ## Pricing comparison ### Starting prices Salesforce Sales Cloud $25.00 Per User (Per Month) Free Trial Free Version [View pricing plans](https://www.capterra.com/p/61368/Salesforce/pricing/) Insightly $29.00 Per User (Per Month) Free Trial Free Version [View pricing plans](https://www.capterra.com/p/130671/Insightly/pricing/) ### Value-for-money analysis 4.0 (18781) 4.0 (654) A comparison of how reviewers evaluate the value for money provided by both Salesforce Sales Cloud and Insightly indicates that Salesforce Sales Cloud reviewers find it offers extensive features and flexibility, while Insightly reviewers appreciate its affordability and free version. Reviewers find Salesforce Sales Cloud to be a comprehensive CRM solution with robust automation, reporting, and customization options. They value its scalability and integration capabilities, though they note that the high cost and complexity can be barriers for smaller businesses. Some users mention that the platform's extensive features justify the investment for larger enterprises, but they also highlight the need for better pricing transparency and more cost-effective options. As for Insightly, reviewers appreciate its cost-effective pricing plans and the availability of a free version, which they find suitable for startups and small businesses. They value the range of features included even in the free version and the ability to upgrade as needed. However, some users feel that the pricing for premium plans can be high, and they mention limitations in the free version and occasional issues with customer support. ## Integrations Popular Integrations Compare available integrations between Salesforce Sales Cloud and Insightly. ### Box Salesforce Sales Cloud Insightly ### Dropbox Business Salesforce Sales Cloud Insightly ### Evernote Teams Salesforce Sales Cloud Insightly ### QuickBooks Online Salesforce Sales Cloud Insightly ### Gmail Salesforce Sales Cloud Insightly ### Zapier Salesforce Sales Cloud Insightly ### Mailchimp Salesforce Sales Cloud Insightly ### Outreach Salesforce Sales Cloud Insightly Total Integrations 37 Gmail Reviewers mention that integrating Gmail with Salesforce Sales Cloud allows for efficient tracking of client communications, which they note saves time and ensures all email interactions are logged automatically. Mailchimp Reviewers report that integrating Mailchimp with Salesforce Sales Cloud facilitates the management of email campaigns, saying that it keeps databases updated and streamlines mass email communications. Salesforce Sales Cloud Integrations (37) - [Birdeye](https://www.capterra.com/p/152997/BirdEye/) - [Box](https://www.capterra.com/p/148766/Box/) - [ClearSlide](https://www.capterra.com/p/136444/ClearSlide/) - [Conga Composer](https://www.capterra.com/p/228164/Conga-Document-Generation/) - [Crowdstack Pro](https://www.capterra.com/p/122696/Hoop-la/) - [Docusign](https://www.capterra.com/p/121506/Docusign/) - [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/) - [Eventbrite](https://www.capterra.com/p/114949/Eventbrite/) - [Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/) - [Expensify](https://www.capterra.com/p/97594/Expensify/) - [Five9](https://www.capterra.com/p/132405/Five9/) - [GetFeedback](https://www.capterra.com/p/133180/GetFeedback/) - [Gmail](https://www.capterra.com/p/202338/Gmail/) - [Gong.io](https://www.capterra.com/p/157969/Gong-io/) - [Google Drive](https://www.capterra.com/p/161425/Drive/) - [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) - [GoTo Meeting](https://www.capterra.com/p/163332/GoToMeeting/) - [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) - [Litmos](https://www.capterra.com/p/133660/Litmos-LMS/) - [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) - [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) - [Outreach](https://www.capterra.com/p/159318/Outreach/) - [Professional Services Cloud](https://www.capterra.com/p/99830/Professional-Services-Cloud/) - [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) - [Salesforce Marketing Cloud](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/) - [Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/) - [SalesLoft](https://www.capterra.com/p/157977/SalesLoft/) - [Slack](https://www.capterra.com/p/135003/Slack/) - [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) - [SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/) - [Tableau](https://www.capterra.com/p/208764/Tableau/) - [Veeva CRM](https://www.capterra.com/p/129924/Veeva-CRM/) - [Webinato](https://www.capterra.com/p/85328/Webinato/) - [WordPress](https://www.capterra.com/p/131687/WordPress/) - [Yesware](https://www.capterra.com/p/136698/Yesware/) - [Zapier](https://www.capterra.com/p/130182/Zapier/) - [ZoomInfo Sales](https://www.capterra.com/p/168264/ZoomInfo-sales/) Total Integrations 118 Gmail Reviewers mention that Insightly integrates seamlessly with Gmail, allowing users to log emails, manage contacts, and synchronize data, which they say enhances communication and workflow efficiency. Mailchimp Users report that Insightly integrates with Mailchimp for email marketing, noting that it facilitates sending email blasts and automating mail campaigns, which they indicate improves customer engagement. Insightly Integrations (118) - [123FormBuilder](https://www.capterra.com/p/122770/123ContactForm/) - [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) - [ActiveDEMAND](https://www.capterra.com/p/142305/ActiveDEMAND/) - [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/) - [Aircall](https://www.capterra.com/p/184709/Aircall/) - [AnyMeeting](https://www.capterra.com/p/118310/AnyMeeting/) - [Asana](https://www.capterra.com/p/184581/Asana-PM/) - [Benchmark Email](https://www.capterra.com/p/71152/Benchmark-Email/) - [Bidsketch](https://www.capterra.com/p/127734/Bidsketch/) - [BookingSync](https://www.capterra.com/p/114051/BookingSync/) - [Box](https://www.capterra.com/p/148766/Box/) - [Brevo](https://www.capterra.com/p/132996/brevo/) - [CallRail](https://www.capterra.com/p/141829/CallRail/) - [Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/) - [Chargebee](https://www.capterra.com/p/131433/Chargebee/) - [Clio](https://www.capterra.com/p/105428/Clio/) - [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) - [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) - [Contactually](https://www.capterra.com/p/158259/Contactually/) - [Cyclr](https://www.capterra.com/p/158623/Cyclr/) - [Dasheroo](https://www.capterra.com/p/139939/Dasheroo/) - [Direct Mail](https://www.capterra.com/p/128355/Direct-Mail/) - [DirectIQ Email Marketing](https://www.capterra.com/p/135395/DirectIQ/) - [Docusign](https://www.capterra.com/p/121506/Docusign/) - [Dotdigital](https://www.capterra.com/p/151213/dotmailer/) - [dotloop](https://www.capterra.com/p/136372/dotloop/) - [Drip](https://www.capterra.com/p/164933/Drip/) - [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/) - [Emma by Marigold](https://www.capterra.com/p/75428/Emma/) - [Everhour](https://www.capterra.com/p/133409/Everhour/) - [Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/) - [EZ Texting](https://www.capterra.com/p/145848/Ez-Texting/) - [Formstack Forms](https://www.capterra.com/p/118892/Formstack/) - [FreeAgent](https://www.capterra.com/p/122008/FreeAgent/) - [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) - [Front](https://www.capterra.com/p/132901/Front/) - [FullContact](https://www.capterra.com/p/161228/FullContact-Data-Solutions/) - [GetResponse](https://www.capterra.com/p/153948/GetResponse/) - [Gmail](https://www.capterra.com/p/202338/Gmail/) - [Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) - [Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/) - [Google Drive](https://www.capterra.com/p/161425/Drive/) - [Google Forms](https://www.capterra.com/p/176571/Google-Forms/) - [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) - [Gravity Forms](https://www.capterra.com/p/206381/Gravity-Forms/) - [Groove](https://www.capterra.com/p/143005/Groove/) - [Help Scout](https://www.capterra.com/p/136909/Help-Scout/) - [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) - [Hubstaff](https://www.capterra.com/p/132376/Hubstaff/) - [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) - [Intercom](https://www.capterra.com/p/134347/Intercom/) - [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) - [Kanban Tool](https://www.capterra.com/p/132750/Kanban-Tool/) - [Kantata](https://www.capterra.com/p/110832/kantata/) - [Keap](https://www.capterra.com/p/76390/Infusionsoft/) - [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/) - [Kustomer](https://www.capterra.com/p/158128/Kustomer/) - [Lead Liaison](https://www.capterra.com/p/124417/Lead-Liaison/) - [Mad Mimi](https://www.capterra.com/p/140718/Mad-Mimi/) - [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) - [MailerLite](https://www.capterra.com/p/136603/MailerLite/) - [MailUp](https://www.capterra.com/p/127970/MailUp/) - [Marketo Engage](https://www.capterra.com/p/75130/Marketo-Lead-Management/) - [Membrain](https://www.capterra.com/p/143859/Membrain/) - [Meta for Business](https://www.capterra.com/p/213257/Facebook/) - [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) - [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) - [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) - [Mojo Helpdesk](https://www.capterra.com/p/128650/Mojo-Helpdesk/) - [Myphoner](https://www.capterra.com/p/225488/Myphoner/) - [noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) - [OmniFocus](https://www.capterra.com/p/177722/OmniFocus/) - [OnceHub](https://www.capterra.com/p/122968/ScheduleOnce/) - [OneDrive](https://www.capterra.com/p/161304/OneDrive/) - [Operations Hub](https://www.capterra.com/p/226298/PieSync/) - [Outreach](https://www.capterra.com/p/159318/Outreach/) - [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) - [PersistIQ](https://www.capterra.com/p/143625/PersistIQ/) - [Podio](https://www.capterra.com/p/128631/Podio/) - [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/) - [Process Street](https://www.capterra.com/p/135004/Process-Street/) - [Proposable](https://www.capterra.com/p/122529/Proposable/) - [Proposify](https://www.capterra.com/p/133332/Proposify/) - [Pure Chat](https://www.capterra.com/p/141708/Pure-Chat/) - [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) - [Quotient](https://www.capterra.com/p/131897/Quotient/) - [Recurly](https://www.capterra.com/p/122700/Recurly-Subscription-Billing/) - [Reply](https://www.capterra.com/p/143629/Reply/) - [Robly](https://www.capterra.com/p/149327/Robly/) - [Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/) - [SendGrid](https://www.capterra.com/p/204113/SendGrid/) - [ServiceM8](https://www.capterra.com/p/110711/ServiceM8/) - [Setmore](https://www.capterra.com/p/122035/SetMore/) - [Shopify](https://www.capterra.com/p/83891/Shopify/) - [Slack](https://www.capterra.com/p/135003/Slack/) - [Slemma](https://www.capterra.com/p/153269/Slemma/) - [Stripe](https://www.capterra.com/p/123889/Stripe/) - [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) - [SupportBee](https://www.capterra.com/p/132028/SupportBee/) - [Teamwork Desk](https://www.capterra.com/p/143754/Teamwork-Desk/) - [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/) - [TimeCamp](https://www.capterra.com/p/129847/TimeCamp/) - [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/) - [Toky](https://www.capterra.com/p/156115/Toky/) - [Toodledo](https://www.capterra.com/p/180631/Toodledo/) - [Trello](https://www.capterra.com/p/211559/Trello/) - [Typeform](https://www.capterra.com/p/137289/Typeform/) - [Wave](https://www.capterra.com/p/178021/Wave-Apps/) - [Wishpond](https://www.capterra.com/p/145745/Wishpond/) - [Wufoo](https://www.capterra.com/p/224990/Wufoo/) - [Xero](https://www.capterra.com/p/120109/Xero/) - [YouCanBook.me](https://www.capterra.com/p/163194/YouCanBookMe/) - [Zapier](https://www.capterra.com/p/130182/Zapier/) - [Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) - [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) - [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) - [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) - [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/) For each product, we show you the most common integrations according to our user reviews and analyze themes in what reviewers say to highlight what you need to know. ## How does the user experience compare on Salesforce Sales Cloud vs Insightly? ### Overall rating 4.4 (18781) 4.0 (654) ### User interface Salesforce Sales Cloud Insightly ### Customer service and support Salesforce Sales Cloud Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 (Live rep) Chat Insightly Email/Help Desk FAQs/Forum Knowledge Base Phone Support 24/7 (Live rep) Chat ## What users say about the pros and cons of Salesforce Sales Cloud vs Insightly These crm software solutions have been evaluated by verified reviewers on Capterra. Check out what real users say about Salesforce Sales Cloud and Insightly to find out which one would work best for your needs. Users appreciate Salesforce Sales Cloud for its comprehensive sales management tools, which include lead management, sales forecasting, and reporting, helping streamline sales processes. They also value its robust customization options, allowing businesses to tailor the platform to their specific needs. Additionally, reviewers highlight the platform's strong customer service features, noting its ability to manage customer relationships and generate insightful analytics. At the same time, Insightly users find its CRM usage beneficial, praising its customization options and integration with various applications. They also appreciate its workflow management capabilities, which enhance operational efficiency and organization. When it comes to cons, Salesforce Sales Cloud users often mention its high pricing, which can be prohibitive for small businesses. They also note a steep learning curve and challenges with reporting. Meanwhile, Insightly users cite issues with integration capabilities and email management, as well as concerns about its pricing structure. \[[2](#source-item-2)\] Pros Salesforce Sales Cloud AW Andrew W Senior sales RepHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: 1-2 years. “The best thing about Salesforce Sales Cloud as a salesperson is the ability to neatly and conveniently organize my book of business for success and growth!“ February 20, 2026 ka khyan a Senior Business Development RepresentativeComputer Software, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “You can customise workflows, reporting, and dashboards to fit almost any sales process, and it integrates well with other tools. Once it’s set up properly, it becomes a very powerful system for managing pipelines, tracking activity, and giving leadership clear visibility over the sales process.“ March 15, 2026 Insightly John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients.“ December 16, 2025 WA Wilcox A Managing SolicitorLegal Services, 51 - 200 employeesUsed the software for: 6-12 months. “We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.“ September 20, 2024 Cons Salesforce Sales Cloud JF Jennsy Suyapa F Customer ServiceWriting and Editing, 51 - 200 employeesUsed the software for: 6-12 months. “There is no duplicate message if the information is entered twice so can easily confuse during a call or resolving a ticket where you only have minutes to solve a client issue, we had moments when the system was down during peak season and that was very frustrating .“ October 27, 2025 Nathaniel C Account ExecutiveComputer & Network Security, 201 - 500 employeesUsed the software for: More than 2 years. “Admin-level customization often requires technical expertise or certified support, which adds cost and dependency.“ January 26, 2026 Insightly John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “The integrations with other applications wasn't as strong as I was looking for at the time.“ December 16, 2025 JK Jamie K Head of GrowthComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields.“ May 6, 2024 * * * Sources 1. Our research team identified features from vendor websites based on their analysis of what users find valuable or expect from crm software. This list is not exhaustive. For additional features, refer to the vendor’s website. 2. Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score. They represent user opinion and do not represent the views of, nor constitute, an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar. * * * Need Help Deciding Between Salesforce Sales Cloud and Insightly? Talk to a Capterra advisor for free and get results within 15 minutes. 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