What is better Salesforce CRM or Insightly? You have so many CRM Software solutions in today’s market that choosing the right product is often difficult. On our comparison page, we let you review the tool, stipulations, available plans, and more details of Salesforce CRM and Insightly.
It’s also possible to examine their score (9.7 for Salesforce CRM vs. 9.4 for Insightly) and user satisfaction level (N/A% for Salesforce CRM vs. 95% for Insightly). The scores and ratings offer you a general idea how these two software products perform. In addition, find out if the software can integrate with your current business apps to ensure greater productivity.
We know that not all companies have enough time to examine dozens of different solutions, so we created a list of recommendations that you may find useful. Our top selections for the CRM Software category are: Freshsales, Salesforce CRM, HubSpot Smart CRM.
Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.
Essentials – $25/user/month
Account and contact management
Opportunity management
Lead management
Lead assignment and routing
Customizable sales process
Web-to-lead capture
Email templates
Mass email
Campaign management
Task management
Activity feed
Salesforce mobile app (with offline functionality)
Salesforce CRM integrates with the following business systems and applications:
Force.com
Heroku
ExactTarget Fuel
Third-party apps at Salesforce AppExchange
Service Cloud
Marketing Cloud
Pardot,
Desk.com
Analytics Cloud
Data Cloud
JIRA
Freshdesk
FinancialForce
LeadExec
Samanage
Zuora
Zendesk
You can also connect Salesforce CRM with any app, data, or device via MuleSoft Anypoint Platform for an additional price.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.
Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.
Here are the details of Insightly’s available subscription plans:
Free Plan
Up to 2 users
10 Mass Emails per day
2 Custom Fields per record type
2,500 Record Limit
Self-Service support
Lead and sales management
Task and project management
Mass email and custom email templates
Custom reports and charts
Accounting integrations
OAuth Single Sign-On (SSO)
Plus Plan – $29/month per user billed annually or $35/month per user billed monthly
100,000 record limit
2,500 mass emails per day
50 custom fields per record type
Email support
MailChimp integrations
Calendar and contact sync
Scheduled reports and Smart alerts
Custom branding
Slack integration
Email scheduling
OAuth Single Sign-On (SSO)
Lead and sales management
Task and project management
Mass email and custom email templates
Custom reports and charts
Accounting integrations
Professional Plan – $49/month per user billed annually or $59/month per user billed monthly
250,000 record limit
5,000 mass emails per day
100 custom fields per record type
Priority email support
Role-based permissions
Lead assignment rules
Workflow automation
MailChimp integrations
Calendar and contact sync
Scheduled reports and Smart alerts
Custom branding
Slack integration
Email scheduling
OAuth Single Sign-On (SSO)
Lead and sales management
Task and project management
Mass email and custom email templates
Custom reports and charts
Accounting integrations
Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly
Insightly integrates with the following business systems and applications:
Google Apps
Gmail
Google Calendar
Google Drive
Evernote
INinbox
MailChimp
Outlook 2013
Quote Roller
Torpio
Zapier
API access
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
Insightly is a service that integrates customer relationship with project management in mobile and social platforms. Built for small businesses, Insightly offers enterprise-grade CRM features to help you get a complete overview of your business, track deliverables, and improve communication with your customers,
In case you are still having second thoughts about which product will be best in your case it might be a sound idea to examine each service’s social metrics. Such metrics are quite often an indicator of how popular every service is and how big is its online presence. For instance, in case of Facebook Salesforce CRM has 0 likes on their official profile while Insightly profile is liked by 34244 people.
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