Insightly vs. Salesmate

Insightly

824 Reviews and Ratings

Salesmate

53 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
Salesmate	Score10 out of 10	Mid-Size Companies (51-1,000 employees)	Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting customer relationships. It replaces many disjointed systems to save users time and money. Salesmate offers businesses: …	$29 per month per user

Pricing

Insightly

Salesmate

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

Basic: $29
per month per user
Pro: $49
per month per user
Business: $79
per month per user
Enterprise: Custom

Pricing Offerings
Insightly	Salesmate
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	Yes

No setup fee

Optional

—

We offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits

Community Pulse
Key User Insights
	Insightly	Salesmate
Considered Both Products	Unbounce No answer on this topic	Rapidops, Inc. Bismark Delvillar Owner in Corporate at EZ Cabinetry (Construction, 1-10 employees) Chose Salesmate Salesmate is head and shoulders above these other systems when you weigh the price to features. Salesmate is simple to navigate and is packed with useful everyday features; all included at the same price. The standard features in Salesmate are additional or nonexistent features … Incentivized Helpful? Sandro Marc-Charles Chief Executive Officer in Sales at Gladiator Excellence, LLC (Marketing & Advertising, 1-10 employees) Chose Salesmate Salesmates ability to handle different Pipelines for several services was superior to Insightly & Zoho. The mobile app is also superior. Incentivized Helpful? Verified User Chose Salesmate None of these [provided] anywhere near the quality (and ease of use) of email tracking and syncing versus Salesmate. On top of this, Salesmate trumps all of the above on design, general ease of use, and database management. 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

Salesmate

Comparison of Sales Force Automation features of Insightly and Salesmate
Feature	Insightly 7.3 400 Ratings	Salesmate 8.1 46 Ratings
Customer data management / contact management	8.6383 Ratings	10.045 Ratings
Workflow management	6.6351 Ratings	9.945 Ratings
Territory management	6.874 Ratings	9.09 Ratings
Opportunity management	8.7349 Ratings	9.941 Ratings
Integration with email client (e.g., Outlook or Gmail)	6.7357 Ratings	7.345 Ratings
Contract management	6.521 Ratings	6.028 Ratings
Quote & order management	8.364 Ratings	5.626 Ratings
Interaction tracking	5.8312 Ratings	7.839 Ratings
Channel / partner relationship management	7.724 Ratings	6.930 Ratings

Comparison of Customer Service & Support features of Insightly and Salesmate
Feature	Insightly 7.1 13 Ratings	Salesmate 7.7 19 Ratings
Case management	7.011 Ratings	7.417 Ratings
Call center management	7.28 Ratings	7.918 Ratings
Help desk management	7.19 Ratings	00 Ratings

Comparison of Marketing Automation features of Insightly and Salesmate
Feature	Insightly 4.9 312 Ratings	Salesmate 6.3 44 Ratings
Lead management	5.3298 Ratings	6.743 Ratings
Email marketing	4.4245 Ratings	6.042 Ratings

Comparison of CRM Project Management features of Insightly and Salesmate
Feature	Insightly 6.2 385 Ratings	Salesmate 8.4 41 Ratings
Task management	6.3374 Ratings	8.941 Ratings
Billing and invoicing management	6.039 Ratings	00 Ratings
Reporting	6.4321 Ratings	7.937 Ratings

Comparison of CRM Reporting & Analytics features of Insightly and Salesmate
Feature	Insightly 7.5 343 Ratings	Salesmate 7.6 43 Ratings
Forecasting	7.092 Ratings	7.831 Ratings
Pipeline visualization	8.0321 Ratings	7.943 Ratings
Customizable reports	7.5307 Ratings	7.137 Ratings

Comparison of Customization features of Insightly and Salesmate
Feature	Insightly 6.2 345 Ratings	Salesmate 6.9 45 Ratings
Custom fields	6.5344 Ratings	7.344 Ratings
Custom objects	6.0105 Ratings	6.733 Ratings
Scripting environment	6.86 Ratings	6.521 Ratings
API for custom integration	5.5178 Ratings	7.127 Ratings

Comparison of Security features of Insightly and Salesmate
Feature	Insightly 8.0 295 Ratings	Salesmate 8.0 41 Ratings
Single sign-on capability	7.8262 Ratings	7.834 Ratings
Role-based user permissions	8.2197 Ratings	8.239 Ratings

Comparison of Integrations with 3rd-party Software features of Insightly and Salesmate
Feature	Insightly 6.0 146 Ratings	Salesmate 7.0 35 Ratings
Marketing automation	6.9146 Ratings	7.035 Ratings
Compensation management	5.14 Ratings	00 Ratings

Comparison of Platform features of Insightly and Salesmate
Feature	Insightly 4.8 310 Ratings	Salesmate 6.3 42 Ratings
Mobile access	4.8310 Ratings	6.342 Ratings

User Ratings
	Insightly	Salesmate
Likelihood to Recommend	7.1 (420 ratings)	10.0 (46 ratings)
Likelihood to Renew	9.2 (33 ratings)	9.1 (2 ratings)
Usability	7.4 (156 ratings)	10.0 (45 ratings)
Availability	9.0 (6 ratings)	- (0 ratings)
Performance	7.9 (25 ratings)	- (0 ratings)
Support Rating	8.9 (34 ratings)	1.4 (42 ratings)
In-Person Training	9.1 (1 ratings)	- (0 ratings)
Online Training	9.0 (8 ratings)	- (0 ratings)
Implementation Rating	8.2 (26 ratings)	9.1 (1 ratings)
Configurability	9.9 (18 ratings)	- (0 ratings)
Contract Terms and Pricing Model	8.4 (3 ratings)	- (0 ratings)
Ease of integration	9.0 (10 ratings)	- (0 ratings)
Product Scalability	9.0 (9 ratings)	- (0 ratings)
Professional Services	10.0 (1 ratings)	- (0 ratings)
Vendor post-sale	9.1 (3 ratings)	- (0 ratings)
Vendor pre-sale	7.8 (3 ratings)	- (0 ratings)