What is better Salesforce CRM or Insightly? A sensible way to find the correct CRM Software product for your organization is to evaluate the solutions against each other. Here you can compare Salesforce CRM and Insightly and see their features compared in detail to help you pick which one is the superior product. Furthermore, you can compare their overall ratings, for instance: overall score (Salesforce CRM: 9.5 vs.
Insightly: 9.4) and user satisfaction (Salesforce CRM: 99% vs. Insightly: 98%). Analyze their distinctive features and similarities and find out which one outperforms the other. Moreover, imagine how your business will look like in the future; will your business outgrow the app in the next couple of years?
We are aware that not all companies have enough time to scrutinize dozens of various services, so we came up with a list of suggestions that you may find useful. Our top choices for the CRM Software category are: Freshsales, HubSpot CRM, Salesforce CRM.
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
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.
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
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
If you are still having doubts about which app will be best in your case it may be a good idea to take a look at each service’s social metrics. These metrics are frequently an indicator of how popular every service is and how big is its online presence. For example, in case of Facebook Salesforce CRM has 617842 likes on their official page while Insightly profile is liked by 34244 users.
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