Insightly vs Salesforce

Best For

Who Uses This Software?

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Our customers benefit from a shared main framework, while maintaining privacy.

Target Customer Size (Users)

1 - 1000+

2 - 1000+

Pricing

Starting Price

$29.00/month/user

$25.00/month/user

Free Trial

Yes Yes

Free Version

Yes No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Screenshots

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Ratings

Overall


4 / 5
(411)

4.5 / 5
(10730)

Ease of Use


4 / 5

4 / 5

Customer Service


4 / 5

4 / 5

Features & Functionality


4 / 5

4.5 / 5

Value for Money


4 / 5

4 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of Salesforce vs Insightly


Insightly vs Salesforce

Best For

Who Uses This Software?

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Our customers benefit from a shared main framework, while maintaining privacy.

Target Customer Size (Users)

1 - 1000+

2 - 1000+

Pricing

Starting Price

$29.00/month/user

$25.00/month/user

Free Trial

Yes Yes

Free Version

Yes No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Ratings

Overall


4 / 5
(411)

4.5 / 5
(10730)

Ease of Use


4 / 5

4 / 5

Customer Service


4 / 5

4 / 5

Features & Functionality


4 / 5

4.5 / 5

Value for Money


4 / 5

4 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

Share Your Comparison of Salesforce vs Insightly