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Compare Salesforce CRM vs Insightly

What is better Salesforce CRM or Insightly? Finding the right CRM Software product is as easy as assessing the good and weaker features and terms offered by Salesforce CRM and Insightly. Here it's also possible to match their general scores: 9.7 for Salesforce CRM vs. 9.4 for Insightly. Or you can check their general user satisfaction rating, N/A% for Salesforce CRM vs. N/A% for Insightly.

We suggest that you put some effort and examine their unique features and figure out which one is the better choice for your company. Moreover. don’t forget to factor in your company’s or industry’s special situation, such as, a multilingual software for a global team or a mobile version to help you work on the go.

Our experts made sure to prepare reviews of all popular CRM Software products offered on the market, but among all the ones we reviewed these three deserved our special attention: HubSpot CRM, Salesforce CRM, Freshsales.

SmartScore™

9.7

User Satisfaction

N/A

Pricing:

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Account and contact management
  • Opportunity management and score
  • Lead management
  • Sales data
  • File sync
  • File sharing
  • Sales forecasting
  • Salesforce mobile app
  • Contact manager
  • Real-time visibility
  • Drag-and-drop interface
  • Dashboards
  • Visual workflow
  • Multi-currency support
  • In-line editing
  • Lead assignment and routing
  • Rules-based lead scoring
  • Einstein lead scoring
  • Web-to-lead capture
  • Campaign management
  • Duplicate blocking
  • Mass email
  • Salesforce engage
  • Email templates
  • Campaign influence
  • Einstein activity capture
  • Calendar
  • Sales console app
  • Enterprise territory management
  • Opportunity splits
  • Salesforce CPQ and billing
  • Contracts, orders, quotes, products, and price books
  • Chatter, files, topics, and recommendations
  • Case management
  • Lightning bolt solutions
  • Partner communities
  • Lead registration
  • Roles and permissions
  • Process builder
  • Lightning platform
  • Web services API
  • Google apps integration
  • File storage per user
  • Sandbox
  • MuleSoft Anypoint Platform integration

Pricing Info

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)
  • Chatter
  • Files
  • Topics and recommendations
  • Configurable reports and dashboards
  • Case management
  • AppExchange
  • Lightning app builder
  • Data and file storage per user
  • Inbox mobile and desktop apps
  • Unlimited online training
  • Read-only access to knowledge articles
  • Duplicate blocking
  • Standard success plan
  • Google Apps integration
  • Email integration with Outlook

Professional – $75/user/month

  • All features of Essentials, plus…
  • Lead registration
  • Collaborative forecasting
  • Forecasting mobile app
  • Developer Sandbox
  • 3 Campaign influence
  • 2 Roles and permission per org
  • 2 Customizable profiles per org
  • 2 Customizable page layouts per org
  • 1 Sales console app
  • 3 Record types per object
  • 5 Process builder per org
  • Rules-based lead scoring
  • Person accounts
  • Lightning sync
  • Products and price books
  • Quotes
  • Contracts

Enterprise – $150/user/month

  • All features of Professional, plus…
  • 5 Campaign influence
  • Sales teams
  • Calendar all
  • Custom opportunity fields in forecasting
  • Opportunity Splits
  • Enterprise territory management
  • Advanced reporting features
  • Workflow and approval automation
  • Unlimited custom profiles
  • Unlimited custom page layouts
  • Unlimited process builder per org
  • Unlimited roles and permissions
  • Unlimited record types per object
  • 1 Partial Sandbox per org
  • Web Services API

Unlimited – $300/user/month

  • All features of Enterprise, plus…
  • Developer Pro Sandbox
  • 1 Full Sandbox per org

Integrations

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

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.

Company Email

info@salesforce.com

Contact No.

Company's Address

Salesforce Tower
415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA

Popular Salesforce CRM Alternatives

NOAWARDS
YET

SmartScore™

9.4

User Satisfaction

N/A

Pricing:

Starting from $29

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Insightly Notes, Evernotes and Comments
  • Fast Search
  • Custom Fields and Filters
  • File Sharing to keep related records together and accessible
  • Web to Contact forms
  • Tags by keywords, contacts, projects
  • Notification and Follow System
  • Linking
  • Mass Email Contacts with MailChimp Integration
  • Create Milestones, Pipelines and Tasks for Projects
  • Get Automatic Email Reminders
  • Specify Roles for Contacts
  • Track All Email Correspondence
  • View Completed Tasks and Events by Project
  • Include Any Files Associated with the Project
  • View Task and Event Reports
  • Easy file uploads
  • Google Apps & Gmail
  • Google Drive
  • Evernote
  • Other applications via the Insightly API
  • Dashboard for quick lookups
  • Tasks and Milestones
  • Pipeline Activity Sets
  • Opportunity Reports
  • Easy to invite new users
  • Set up teams
  • Create user permissions
  • Set up relationships, pipelines, and activity sets
  • Add custom fields
  • 128bit SSL security (military grade AES-256 encryption)
  • Automatic backups
  • Mobile site
  • iOS app
  • Android app
  • Auto detection of email address, Twitter, and LinkedIn profiles
  • Single click to see contact’s public online information
  • REST-based Application Programming Interface (API)
  • JSON and XML support
  • Limited OData support
  • HTTP Basic authentication to monitor calls to API
  • Partnership with Logical Operations
  • Simple, clear training course materials
  • Unlimited customer support

Pricing Info

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

  • Unlimited records
  • 10,000 mass emails per day
  • 200 custom fields per record type
  • Priority email support
  • SAML-based Single Sign-ON (SSO)
  • 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

Integrations

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

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,

Company Email

email@insight.ly

Contact No.

Company's Address

434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA

You should note that even though both Salesforce CRM and Insightly may provide a top quality range of features each software may be designed for a different company size. If you are studying different apps you may want to give some attention to a business size they are meant for. Certain elements might scale up well for big enterprises but if you run a small or mid-sized company it’s usually more sensible to avoid paying for complex functionalities that you might never use.

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