What is better Salesforce CRM or Insightly? The ideal CRM Software is a program that can address your company’s unique needs. It’s easy to find which alternative is best suited for your industry if you review numerous products before you decide which one is the best.
For example, Salesforce CRM and Insightly are scored at 9.7 and 9.4, respectively, for all round quality and performance. Similarly, Salesforce CRM and Insightly have a user satisfaction rating of N/A% and 95%, respectively, which shows the general feedback they get from customers. Even better, get in touch with an existing user of the software and solicit their feedback regarding the software in question.
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: Salesforce CRM, Freshsales, 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,
No CRM Software will manate to cater to all the requirements of a business. While main functionalities of Salesforce CRM and Insightly are important you should also thoroughly analyze the integrations offered by each app. Quote frequently your team will already be working with various kinds of SaaS software in your company and it’s definitely wiser to opt for software that integrate well with each other. That way you can be certain of a smooth transfer of data between your teams and services, which can significantly reduce time devoted to migrating between one software and the other.
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