Compare Salesforce CRM vs. Insightly

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.

Lightning Essentials – $25/user/month

• Account & Contact Management
• Opportunity Management
• Lead Management
• Web-to-Lead Capture
• Email Templates
• Task Management
• Activity Feed
• Salesforce Mobile App (with Offline Functionality)
• Chatter
• Files
• Configurable Reports and Dashboards
• Case Auto-Assignment
• Case Management
• AppExchange
• Lightning App Builder
• Einstein Activity Capture
• Data and File Storage per User
• Inbox Mobile and Desktop Apps
• Unlimited Online Training
• Online Case Submission
• Standard Success Plan

Lightning Professional – $75/user/month

• All Features of Lightning Essentials, plus…
• Lightning for Gmail/Outlook
• Topics and Recommendations
• Developer Sandbox
• Lead Assignment and Routing
• Mass Email
• 2 Roles and Permission, Profiles and Page Layouts
• 1 Sales Console App
• 3 Record Types per Object
• 5 Process Builder per Org
• Rules-Based Lead Scoring
• Person Accounts
• Order
• Lightning Sync
• Products and Price Books
• Quotes
• Contracts
• Google Apps Integration
• Duplicate Blocking
• Campaign Management
• Forecasting Mobile App
• Lead Registration
• 3 Campaign Influence
• Collaborative Forecasting
• Knowledge (read-only)

Lightning Enterprise – $150/user/month

• All Features of Lightning Professional, plus…
• 5 Campaign Influence
• Sales Teams
• Calendar
• Opportunity Score
• Forecasting: Custom Opportunity Fields
• Opportunity Splits
• Enterprise Territory Management
• Advanced Reporting Features
• Lightning Platform
• Unlimited Process Builder per Org
• Workflow and Approval Automation
• Unlimited Roles and Permissions, Record Types per Object, Configurable Profiles and Page Layouts
• 1 Partial Sandbox
• Web Services API

Lightning Unlimited – $300/user/month

• All Salesforce CRM Features and Capabilities

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

Salesforce CRM 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

Insightly 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