Insightly vs. Salesforce Sales Cloud

Insightly

824 Reviews and Ratings

Salesforce Sales Cloud

3,281 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Insightly	Score7.4 out of 10	N/A	Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.	$348 per year per user
Salesforce Sales Cloud	Score8.7 out of 10	N/A	Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…	$25 per month

Pricing

Insightly

Salesforce Sales Cloud

Plus: $29
per month (billed annually) per user
Professional: $49
per month (billed annually) per user
Enterprise: $99
per month (billed annually) per user

Starter: $25.00
per month per user
Professional: $80.00
per month per user
Enterprise: $165.00
per month per user
Unlimited: $330.00
per month per user
Agentforce 1 Sales: $550
per month per user

Pricing Offerings
Insightly	Salesforce Sales Cloud
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	No

No setup fee

Optional

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—

Community Pulse
Key User Insights
	Insightly	Salesforce Sales Cloud
Considered Both Products	Unbounce Verified User Chose Insightly Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. … Incentivized Helpful? Erwin Chua Junior Tech Specialist in Information Technology at Tax Goddess Business Services PC (Accounting, 51-200 employees) Chose Insightly Insightly can be easily navigated and is straightforward. Based on my experience, it is more intuitive, and the menu buttons are self-explanatory, unlike the Salesforce I have experienced. There are just a lot of buttons to click from, or sometimes, it could be a drop-down box … Incentivized Helpful? Alexander Gordon Application Support Specialist in Customer Service at Eldercare Resource Planning (Hospital & Health Care, 51-200 employees) Chose Insightly Insightly has just worked much better. The thing about Insightly that really sets it apart is the email linking. Having the ability to read all of the emails sent and received during the project let's you see the full story of the projects inception to its completion. … Incentivized Helpful? Mary Beth Stevens CFO in Finance and Accounting at Reedy Press LLC (Publishing, 11-50 employees) Chose Insightly Insightly is much easier to use and better for a small business. Incentivized Helpful? Verified User Chose Insightly I did not select Insightly; my executive team selected Insightly. I would rate Insightly below any other CRM or marketing platform I've used based on its inefficiencies, lack of intuitive work processes, poorly functioning mobile app, and even the design, which is not appealing … Incentivized Helpful? Verified User Chose Insightly We mainly selected Insightly for ease of use for end users and its ability to allow us to customize. Once we had it, we began to see all of the other things (already mentioned) that were great about it. Incentivized Helpful? Jennifer Walkowiak Vice President of Business Developmeny in Sales at Common Ground Healthcare Cooperative (Insurance, 51-200 employees) Chose Insightly Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs Incentivized Helpful? Verified User Chose Insightly Insightly can stand on the same line with these other powerful crms. I selected insightly because they are a great value CRM with all the features from the big competition in terms of customisation. They are a powerful software that keeps up with the Joneses but does it at a … Incentivized Helpful? Verified User Chose Insightly Salesforce was always confusing to use, and quite a mess. Companies that I worked at in the past had to invest a significant amount of time creating a Salesforce portal or skin to actually make it usable by the sales representatives. Even then, integration was always a bit … Incentivized Helpful? Verified User Chose Insightly Insightly is much more user-friendly Incentivized Helpful? Verified User Chose Insightly i think insightly is more user friendly and more interactive in many areas that surpass the competition, My Salesforce lacked adequate training to be able to give a concise comment of the inner workings of the program. So it would unfair to have full comparisons , but insightly … Incentivized Helpful? Verified User Chose Insightly Ultimately, I selected Insightly due to its ease of use and customizable platform. While very similar to Salesforce, I found the process to be a bit more streamlined when it comes to adding custom objects and fields. Insightly's layouts were simple and could be easily adopted … Incentivized Helpful? Thomas Gauthier Founder in Corporate at AgTechLogic (Environmental Services, 11-50 employees) Chose Insightly It is the easiest! Best UX. Incentivized Helpful? Verified User Chose Insightly Insightly falls behind both of these. Salesforce does way more and integrates with way more other platforms. But it sits next to them in an "out of date" user experience. Hubspot does less than Insightly in general but what it does do is plenty and all of what Hubspot does is a … Incentivized Helpful? Verified User Chose Insightly Insightly ranks towards the top for ease of use and that is very important, as we add new team members. Sage is a little dated and clunky, and I find Salesforce to not be intuitive at all and extremely clunky, and if an error is made it is impossible to understand what it is … Incentivized Helpful? Greg Roberts Broker/Associate Realtor in Sales at Keller Williams Realty Edmond, Oklahoma (Real Estate, 1-10 employees) Chose Insightly Insightly is a better organized, user-friendly, and mobile-friendly software. While it may be pricier than competitors, it makes up for it by saving the team time and confusion in the process. Our team has been more successful with the navigation of this software which has led … Incentivized Helpful? Doug Mancosky Chief Science Officer in Research & Development at Hydro Dynamics, Inc. (Machinery, 1-10 employees) Chose Insightly For most users Insightly will be comparable to Salesforce. Salesforce has some high end functionality Insightly won't have, but for the basics it has it all. Salesforce has way better email integration into Gmail, but I actually find the Insightly interface a little more … Incentivized Helpful? Ignacio Cruz Sales Development in Sales at Omnia Salud (Internet, 1-10 employees) Chose Insightly We selected Insightly because of the price. After a year we migrated to Freshsales because it gives us all the features we need for inbound and outbound (workflows for tasks, email campaigns, auto-assignation, integration with a phone provider, integration with multiple apps … Incentivized Helpful? Verified User Chose Insightly Insightly is much more efficient and user-friendly than their competition. From the back end, Salesforce can be tough when it comes to putting integration that causes it to freeze or require to be refreshed. While this is a concern with Insightly, from my experience it happens … Incentivized Helpful? Verified User Chose Insightly Insightly was a cheaper solution and had easier adoption of the end users. Ease of use and desire to use the product provided a positive user expereince which in turn encouraged useage. Incentivized Helpful? Verified User Chose Insightly Insightly was selected for its ease of use and wealth of integrations. Additionally, its pricing was a lot more favorable than some of its competitors. Overall, I think that Insightly is better suited for smaller teams. Incentivized Helpful? Verified User Chose Insightly Zoho and Salesforce Incentivized Helpful? Nabiha Raza Community Organizer in Research & Development at GDG Rochester (Computer Software, 51-200 employees) Chose Insightly It's cheaper than Salesforce CRM. Much better and quick. My business has begun to expand and I can see that it quickens up the processes. It's worth experimenting with just to check whether its a fit with your organization, as the cost is kind of reasonable. Its the cheapest in … Incentivized Helpful? Andres Rojas Coello Sales Specialist in Engineering at Linio Group (Internet, 1001-5000 employees) Chose Insightly The design is better and always faster. Incentivized Helpful? Verified User Chose Insightly More options with Insightly but could be more organized! Incentivized Helpful?	Salesforce Mary Bruder Enterprise Account Executive in Sales at Staffbase (Computer Software, 501-1000 employees) Chose Salesforce Sales Cloud The other tools that I have previously used such as Hubspot, Mailchimp (for email list management) and Insightly do not stack up to Salesforce Sales Cloud, as Salesforce Sales Cloud is highly focused on streamlining pipeline and customer management. The other tools are a good … Incentivized Helpful? Jason Carlage Account Executive in Sales at Newsela (E-Learning, 201-500 employees) Chose Salesforce Sales Cloud I wasn't involved in the decision to choose [Salesforce.com] but I know that in at least one of the organizations I worked in that chose it, the analytics and reporting functionality it provides a large sales organization are second to none. It also allows for a wide variety … Incentivized Helpful? Jeff Fralick Operations Manager in Corporate at RESOLUT RE (Commercial Real Estate, 51-200 employees) Chose Salesforce Sales Cloud The biggest advantage with Salesforce is likely the biggest detractor as well. It is largely a blank slate. The system is not customized to any one business or industry out of the box. You have to design everything - which is great if you are looking for a highly customized … Incentivized Helpful? John Walsh Managing Director in Marketing at North Ivy (Marketing and Advertising, 11-50 employees) Chose Salesforce Sales Cloud Salesforce is more robust than Insightly. It was selected for it's ability to scale. Incentivized Helpful?
	Would buy again
	No answers on this topic	No answers on this topic
	Delivers good value for the price
	No answers on this topic	No answers on this topic
	Happy with the feature set
	No answers on this topic	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic	No answers on this topic
	Implementation went as expected
No answers on this topic	No answers on this topic

Features

Insightly

Salesforce Sales Cloud

Comparison of Sales Force Automation features of Insightly and Salesforce Sales Cloud
Feature	Insightly 7.3 400 Ratings	Salesforce Sales Cloud 8.4 261 Ratings
Customer data management / contact management	8.6383 Ratings	9.3261 Ratings
Workflow management	6.6351 Ratings	8.3252 Ratings
Territory management	6.874 Ratings	7.7204 Ratings
Opportunity management	8.7349 Ratings	8.7253 Ratings
Integration with email client (e.g., Outlook or Gmail)	6.7357 Ratings	8.7238 Ratings
Contract management	6.521 Ratings	7.9209 Ratings
Quote & order management	8.364 Ratings	7.7192 Ratings
Interaction tracking	5.7312 Ratings	8.8223 Ratings
Channel / partner relationship management	7.724 Ratings	8.1184 Ratings

Comparison of Customer Service & Support features of Insightly and Salesforce Sales Cloud
Feature	Insightly 7.1 13 Ratings	Salesforce Sales Cloud 7.9 99 Ratings
Case management	7.011 Ratings	8.397 Ratings
Call center management	7.28 Ratings	7.878 Ratings
Help desk management	7.19 Ratings	7.482 Ratings

Comparison of Marketing Automation features of Insightly and Salesforce Sales Cloud
Feature	Insightly 4.9 312 Ratings	Salesforce Sales Cloud 8.4 239 Ratings
Lead management	5.3298 Ratings	8.5234 Ratings
Email marketing	4.4245 Ratings	8.2201 Ratings

Comparison of CRM Project Management features of Insightly and Salesforce Sales Cloud
Feature	Insightly 6.2 385 Ratings	Salesforce Sales Cloud 8.4 242 Ratings
Task management	6.3374 Ratings	8.9231 Ratings
Billing and invoicing management	6.039 Ratings	7.774 Ratings
Reporting	6.4321 Ratings	8.6195 Ratings

Comparison of CRM Reporting & Analytics features of Insightly and Salesforce Sales Cloud
Feature	Insightly 7.5 343 Ratings	Salesforce Sales Cloud 8.3 255 Ratings
Forecasting	7.092 Ratings	8.1223 Ratings
Pipeline visualization	8.0321 Ratings	8.0242 Ratings
Customizable reports	7.4307 Ratings	8.8252 Ratings

Comparison of Customization features of Insightly and Salesforce Sales Cloud
Feature	Insightly 6.2 345 Ratings	Salesforce Sales Cloud 8.7 246 Ratings
Custom fields	6.4344 Ratings	9.0244 Ratings
Custom objects	6.1105 Ratings	9.0233 Ratings
Scripting environment	6.86 Ratings	8.2173 Ratings
API for custom integration	5.5178 Ratings	8.5203 Ratings

Comparison of Security features of Insightly and Salesforce Sales Cloud
Feature	Insightly 8.0 295 Ratings	Salesforce Sales Cloud 8.9 247 Ratings
Single sign-on capability	7.8262 Ratings	8.9215 Ratings
Role-based user permissions	8.2197 Ratings	8.8219 Ratings

Comparison of Social CRM features of Insightly and Salesforce Sales Cloud
Feature	Insightly 7.4 90 Ratings	Salesforce Sales Cloud 8.8 156 Ratings
Social data	6.825 Ratings	9.0154 Ratings
Social engagement	8.078 Ratings	8.7152 Ratings

Comparison of Integrations with 3rd-party Software features of Insightly and Salesforce Sales Cloud
Feature	Insightly 6.0 146 Ratings	Salesforce Sales Cloud 8.2 212 Ratings
Marketing automation	6.9146 Ratings	8.4208 Ratings
Compensation management	5.14 Ratings	8.0142 Ratings

Comparison of Platform features of Insightly and Salesforce Sales Cloud
Feature	Insightly 4.7 310 Ratings	Salesforce Sales Cloud 7.9 227 Ratings
Mobile access	4.7310 Ratings	7.9227 Ratings

User Ratings
	Insightly	Salesforce Sales Cloud
Likelihood to Recommend	7.1 (420 ratings)	8.7 (392 ratings)
Likelihood to Renew	9.2 (33 ratings)	10.0 (58 ratings)
Usability	7.4 (156 ratings)	9.4 (121 ratings)
Availability	9.0 (6 ratings)	9.8 (27 ratings)
Performance	7.9 (25 ratings)	9.0 (18 ratings)
Support Rating	8.9 (34 ratings)	9.0 (92 ratings)
In-Person Training	9.1 (1 ratings)	7.9 (11 ratings)
Online Training	9.0 (8 ratings)	9.1 (15 ratings)
Implementation Rating	8.2 (26 ratings)	2.4 (18 ratings)
Configurability	9.9 (18 ratings)	10.0 (2 ratings)
Contract Terms and Pricing Model	8.4 (3 ratings)	8.8 (9 ratings)
Data Sharing and Collaboration	- (0 ratings)	8.2 (5 ratings)
Data Sources	- (0 ratings)	8.2 (5 ratings)
Ease of integration	9.0 (10 ratings)	- (0 ratings)
Product Scalability	9.0 (9 ratings)	8.7 (52 ratings)
Professional Services	10.0 (1 ratings)	9.3 (8 ratings)
Vendor post-sale	9.1 (3 ratings)	- (0 ratings)
Vendor pre-sale	7.8 (3 ratings)	- (0 ratings)