⚡ Quick Verdict:
- Pricing: Insightly starts at $29/user/month. Salesmate starts at $23/user/month.
- Best for: Insightly suits teams that need CRM and project management together. Salesmate suits sales reps who live in the phone and inbox.
- Key difference: Insightly ships project milestones, Gantt charts, and task management. Salesmate ships built-in calling, a meeting scheduler, and Sandy AI.
- Our pick: Insightly, rated 4.1 against Salesmate’s 2.5, for most modern CRM teams.
Insightly and Salesmate both call themselves customer relationship management platforms.
They are not chasing the same buyer.
Insightly bolts project management onto its CRM software.
Salesmate bolts a phone system and marketing automation onto its sales pipeline.
That single split decides which one fits your business.
Overview
This Insightly vs Salesmate comparison covers pricing, features, and how easy each system is to learn.
Our writer spent time inside Salesmate directly.
Notes on Insightly come from its documentation, pricing page, and G2 reviews.
We also break down who each platform works best for.
By the end, you will know which CRM tools match your sales process.
What is Insightly?
Insightly is a customer relationship management platform for growing companies.
It joins CRM software and project management inside one system.
Sales teams track leads, contacts, and sales opportunities in a single place.
Agencies and professional services firms make up much of its base.
Marketing teams and support staff get sibling products called Insightly Marketing and Insightly Service.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend it.
Most buyers pick it for fast setup and a short learning curve.
Here is a walkthrough of the platform in action.
🏆 Winner: Insightly
One account holds your contacts, projects, and reporting. Compliance covers SOC 2 Type II, GDPR, and HIPAA. Insightly offers a fast path from signup to live data.
Insightly Pricing
Insightly runs three tiers. Every plan costs the same per user, billed annually.
| Plan | Price | Best For |
|---|---|---|
| Plus | $29/user/month | Small sales teams needing core contact management |
| Professional | $49/user/month | Teams that want dashboards and third-party apps |
| Enterprise | $99/user/month | Full access to every feature and workflow automation |
Pricing verified August 2026.
Free trial: Insightly runs a free trial on request through its website. There is no permanent free tier.
Money-back guarantee: No published refund window. Cancel before renewal to avoid the next term.
📌 Note: Insightly Marketing and Insightly Service follow the same three-tier structure. Adding other Insightly products multiplies your costs. For example, a five-seat Plus account plus Marketing lands near $290 each month.
⚠️ Warning: The Plus tier gives limited access to most features. Dashboards and third-party app integration only open up on Professional and above.
Key Benefits of Insightly
Here is what makes Insightly CRM worth a look:
- One record for every customer: Insightly CRM keeps current and prospective customer data in one place. A 360-degree view lets you personalise how you treat customers.
- Customizable sales pipeline: Kanban views track each stage of sales. You can customize pipelines per team or per service line.
- Task management built in: Create reminders, to-do lists, and call logs. Assign tasks to any team member from the same page.
- Projects beside deals: Manage projects with milestones and pipelines. Gantt chart visualizations arrived in 2025 for timeline and dependency tracking.
- Reporting that managers use: Reports and dashboards give visual insights into business performance. An opportunities dashboard shows deal progress at a glance.
- AppConnect integrations: A low-code engine carries over 2,000 pre-built connectors. Google Workspace, accounting tools, and support apps all plug in.
- Mobile and compliance: The mobile app scans a business card and creates records on the go. SOC 2 Type II, GDPR, and HIPAA standards are covered.
What Our Team Noticed
Note: We have not had extended hands-on time inside an Insightly account yet. Everything above comes from published documentation, the pricing page, and third-party reviews on G2 and TrustRadius.
G2 reviews highlight two themes. Getting data into the system is not overly convoluted, and rollout is fast. The same reviews flag missing depth on custom workflows compared with other CRMs.
Insightly Pros & Cons
✅ Pros
- Fast setup and a short learning curve for new users
- CRM software and project management sit inside one system
- SOC 2 Type II, GDPR, and HIPAA compliance for regulated business
- AppConnect carries over 2,000 pre-built connectors to other apps
- Copilot AI summarises emails and speeds up data retrieval
❌ Cons
- Lacks advanced features like custom workflows found in other CRMs
- The Enterprise tier costs almost double Zoho CRM’s equivalent plan
- Easier to use than Zoho CRM, but not as feature-deep
- No built-in phone dialler for outbound sales reps
What is Salesmate?
Salesmate is a cloud-based CRM for sales, marketing, and support.
It replaces several disjointed systems so you save money and save time.
The pitch is simple: richer customer interactions and higher sales productivity.
Salesmate CRM is aimed mainly at small and medium-sized businesses.
Startups and Fortune 500 companies both run on it.
Sales reps get a visual sales pipeline, built-in calling, and a meeting scheduler.
Sandy AI handles repetitive tasks like drafting emails and summarising calls.
This video walks through the main screens.
Runner Up: Salesmate
Built-in phone, email tracking, and a meeting scheduler in one CRM. Over 700 other apps connect, including Google Apps and Microsoft Apps. Start a free trial today with no card.
Salesmate Pricing
Salesmate runs three published tiers. Each price is per user, billed annually.
| Plan | Price | Best For |
|---|---|---|
| Basic | $23/user/month | Small sales teams starting pipeline management |
| Pro | $39/user/month | Teams that need automation and sales forecasting |
| Business | $63/user/month | Larger sales teams tracking sales performance |
Pricing verified August 2026.
Free trial: 15 days, no credit card required. That is long enough to import contacts and train users.
Money-back guarantee: None published. Salesmate has run a Black Friday promotion offering 10% off annual plans.
📌 Note: Every tier includes the built-in phone, web forms, and mobile CRM. Higher plans widen automation journeys, reporting depth, and API access.
⚠️ Warning: Some users report that leads can be deleted when a payment is missed. Keep an export of your records on a fixed date each month.
Key Benefits of Salesmate
Here is where Salesmate earns its place:
- Contact and Deal Intelligence: One view holds every thread of customer interactions. Emails, calls, and notes sit against the same contact details.
- Sandy AI automation: Sandy AI drafts emails, summarises calls, and scores lead quality. Repetitive tasks stop eating the working day.
- Built-in phone: Call recording and voicemail drops run inside the CRM. Reps stop switching between apps mid-call.
- 700+ integrations: Google Apps, Microsoft Apps, Slack, and Zapier integrations all connect. That range is a huge plus for mixed tech stacks.
- Automation journeys: Multi-channel drip campaigns handle follow ups without manual chasing. Marketing automation runs beside the sales pipeline.
- Forms and scheduling: Personalised web forms embed on any page or share by link. Prospects book meetings through the meeting scheduler.
- Mobile CRM: Full access to data and activities from the mobile app. Field reps update deals between visits.
What Our Team Noticed
Our writer signed up for Salesmate and worked through pipeline setup, email tracking, and the meeting scheduler. Here is what stood out from that hands-on time:
💡 Pro Tip: Salesmate is rated “Great” at 4.1 / 5 on Trustpilot, and its support team draws steady praise for quick help. Test the email template editor during the trial, since that is where reported bugs cluster.
Salesmate Pros & Cons
✅ Pros
- 15-day free trial with no credit card required
- Built-in calling, call recording, and voicemail drops
- Sandy AI cuts data entry by enriching contacts automatically
- Over 700 other apps connect, including Google Apps and Microsoft Apps
❌ Cons
- Users report bugs in the email template editor and automation journeys
- Weaker at marketing automation than dedicated campaign software
- Leads can disappear if a payment is missed, a real data security worry
- No true project management module for delivery work
Feature Comparison
Ready for the detailed breakdown of Insightly vs Salesmate? We walk through ten areas that decide most CRM purchases.
| Feature | Insightly | Salesmate |
|---|---|---|
| Starting Price | $29/user/month | $23/user/month |
| Free Trial | ✅ On request | ✅ 15 days, no card |
| Project Management | ✅ | ❌ |
| Built-in Calling | ❌ | ✅ |
| Marketing Automation | ✅ Separate product | ✅ Included |
| AI Assistant | ✅ Copilot | ✅ Sandy AI |
| Meeting Scheduler | ❌ | ✅ |
| Integrations | ✅ 2,000+ connectors | ✅ 700+ apps |
| HIPAA Compliance | ✅ | ❌ Not published |
| Best For | CRM plus project delivery | Outbound sales reps |
1. Contact Management
Insightly: Contact management links people to an organization, a project, and every open opportunity. Adding new contacts on the go works from the mobile app. Accounts, records, and tasks stay linked so nothing sits orphaned.
Salesmate: Contacts sit inside Contact and Deal Intelligence, which pulls emails, calls, and notes together. You can track companies alongside individual buyers. Enrichment fills gaps in contact details automatically.
2. Sales Pipeline and Opportunities
Insightly: Customizable pipelines and Kanban views cover each stage of sales. Managers monitor employee work from the same board. The opportunities dashboard rolls everything into one summary.
Salesmate: A visual pipeline lets reps track deals and drag them between stages. Pipeline management is the core of the product, not a side feature. Sales forecasting sits one click away.
3. Project Management
Insightly: Won deals convert into projects with milestones and their own pipelines. Gantt charts added in 2025 show timelines and dependencies. This is the clearest gap between the two products.
Salesmate: There is no dedicated project module. Team collaboration covers tagging teammates, sharing notes, and keeping communication history. Delivery work needs a separate tool.
⚠️ Warning: If your team sells and then delivers the work, Salesmate leaves a gap. You will pay for a second system to handle project progress.
4. Reporting and Dashboards
Insightly: Reports and dashboards give visual insights into business performance. Dashboards are limited on Professional and open fully on Enterprise. Reporting covers both sales and project data.
Salesmate: Report analytics turn activity into actionable insights on sales performance. Dashboards focus tightly on revenue and rep activity. Project reporting is absent by design.
5. Email Templates and Tracking
Insightly: You can schedule emails, save email templates, and send from linked records. Copilot summarises long threads so nobody rereads them. Google Workspace and Outlook both sync.
Salesmate: Email tracking shows opens and clicks, and templates run inside Gmail through the extension. Sandy AI drafts replies from context. Our writer found the template editor the weakest screen.
6. Workflow Automation and AI
Insightly: Copilot handles email summaries and data retrieval. Workflow automation exists but stays thinner than what heavier CRMs ship. Custom workflow depth is the common complaint.
Salesmate: Sandy AI automates administrative work and qualifies leads. Chatbots catch website visitors before a rep is free. Automation journeys chain campaigns across email, text, and calls.
7. Integrations
Insightly: AppConnect is a low-code engine with over 2,000 pre-built connectors. It also links the other Insightly products together. Non-technical staff can build connections without code.
Salesmate: Over 700 apps connect, including Google Apps, Microsoft Apps, Slack, and Zapier integrations. Developers get the necessary APIs for custom builds. Coverage is wide for a tool at this price.
8. Lead Capture and Web Forms
Insightly: Leads land against organization records and route to the right owner. Insightly Marketing handles landing pages and campaign capture as a paid add-on. The base CRM stays focused on what happens after capture.
Salesmate: Personalised web forms embed on your site or share as a link. Submissions create contacts with zero data entry. Form capture is included on every plan.
9. Support, Ticketing and Scheduling
Insightly: Insightly Service adds ticketing and a knowledge base for post-sale support. It shares the same three-tier pricing as the CRM. Service and sales records stay joined.
Salesmate: The meeting scheduler lets prospects book meetings from a shared link. That removes the back-and-forth email chain before a call. Support and sales share one communication history.
10. Pricing & Cost
Here are both price lists side by side.
| Tier | Insightly | Salesmate |
|---|---|---|
| Entry | Plus — $29/user/month | Basic — $23/user/month |
| Mid | Professional — $49/user/month | Pro — $39/user/month |
| Top | Enterprise — $99/user/month | Business — $63/user/month |
Insightly: Pricing is competitive at the Plus and Professional tiers. The Enterprise plan is the outlier and runs almost double Zoho CRM’s comparable tier. You are paying for CRM and project delivery in one licence.
Salesmate: Every tier undercuts the matching Insightly plan. The top tier saves $36 per user each month. For a ten-seat team, that is real money back in the budget.
💡 Test Result: Salesmate is cheaper at every tier. Insightly still wins on scope, since matching its project management would mean buying a second system.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Tight budget | Salesmate | Cheaper at all three tiers |
| Projects after the sale | Insightly | Milestones and Gantt charts |
| High-volume outbound calling | Salesmate | Built-in phone and recording |
| HIPAA or SOC 2 evidence | Insightly | Published compliance coverage |
| Widest connector library | Insightly | 2,000+ AppConnect connectors |
| Fastest trial start | Salesmate | 15 days, no card needed |
💰 Your Budget
Salesmate wins on sticker price at every level. Insightly closes the gap once you count the project tool you would otherwise buy.
🔌 Your Tech Stack
Salesmate slots into Google Apps and Microsoft Apps quickly and works inside Gmail. Insightly reaches further with AppConnect if you run unusual internal systems.
📝 Your Sales Process
Phone-heavy teams should customize Salesmate around calls and follow ups. A real estate company chasing viewings will get more from Salesmate. Consultative teams that hand work to delivery staff fit Insightly better.
🎓 Your Experience Level
Both platforms carry a mild learning curve. Insightly’s interface is easy to pick up, which shortens the time you spend training a new team member.
🆓 Free Trials and Demos
Salesmate hands you 15 days with no card, so you can start a free trial today. Insightly runs demos and trials through its sales team instead.
🛟 Support Options
Salesmate’s support team is often praised as quick and helpful. Insightly bundles a knowledge base and adds ticketing through Insightly Service.
Switching Guide
Already running one of them? Here is what changes if you move.
🔄 Switching from Insightly to Salesmate?
✅ What you’ll gain:
- Built-in calling with recording and voicemail drops
- A meeting scheduler so prospects book meetings themselves
- A lower monthly bill at every tier
❌ What you’ll lose:
- Project milestones, Gantt charts, and delivery tracking
- Published SOC 2 Type II, GDPR, and HIPAA coverage
- The 2,000+ connector AppConnect library
📋 How to switch:
- Export contacts, companies, and opportunities from Insightly as CSV
- Open the 15-day Salesmate trial and map your pipeline stages
- Import the files, then rebuild automation journeys before you cancel
🔄 Switching from Salesmate to Insightly?
✅ What you’ll gain:
- Real project management with milestones and dependencies
- Compliance paperwork that regulated buyers ask for
- Insightly Marketing and Insightly Service on the same data
❌ What you’ll lose:
- The built-in phone and call recording
- Sandy AI drafting and call summaries
- Roughly $6 to $36 per user each month in savings
📋 How to switch:
- Export deals, contacts, and activity history from Salesmate
- Create an Insightly account and set up your pipelines first
- Import records, then connect Google Workspace and your other apps
What Our Review Didn’t Cover
This comparison focused on small and mid-sized teams. We did not test bulk seat licensing, single sign-on, or migration from Salesforce. Our notes reflect the version of each platform available in August 2026, and any new version may shift the picture. If you run a 200-seat organization, your priorities will differ from what we covered here.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Salesmate |
| 🚀 Core CRM Features | Insightly |
| 📁 Project Management | Insightly |
| 📞 Calling & Scheduling | Salesmate |
| 📊 Reporting | Insightly |
| 🔌 Integrations | Insightly |
| 🔒 Security & Compliance | Insightly |
| 🏆 Overall Winner | Insightly |
🏆 WINNER: INSIGHTLY
Insightly wins 5 out of 7 categories.
Best for: agencies and consultancies, regulated business, teams linking sales to project delivery
Insightly and Salesmate solve different halves of the same job. Insightly is a CRM that keeps going after the deal closes, through projects, milestones, and reporting.
Salesmate is a sales engine. Built-in calling, a meeting scheduler, and Sandy AI help reps close more deals with less admin.
Salesmate is the better buy if your team lives on the phone and you want to save money. Its 2.5 rating reflects reported bugs and billing complaints, not the functionality on offer.
If you need one system for sales, projects, and compliance, Insightly is the safer choice for most companies.
More of Insightly Compared
Here is how Insightly measures up against other CRMs buyers shortlist:
Insightly wins on: native project management, flatter per-user costs at the mid tier, HIPAA coverage
HubSpot wins on: a genuinely free starting tier, deeper marketing automation, a far larger app marketplace
Insightly wins on: quicker setup, an interface that is easy to pick up, less convoluted data import
Zoho CRM wins on: deeper feature coverage, custom workflow building, a cheaper top plan
Insightly vs Pipedrive
Insightly wins on: post-sale project tracking, reporting across projects and deals, AppConnect breadth
Pipedrive wins on: a lower entry price, a simpler deal board, faster onboarding for tiny sales teams
Insightly wins on: far shorter rollout, no admin headcount required, predictable licence costs
Salesforce wins on: unlimited customisation, enterprise sales forecasting, the widest partner network
More of Salesmate Compared
Salesmate lands on plenty of shortlists beside these tools:
Salesmate wins on: built-in calling at no extra cost, cheaper paid seats, faster setup for small teams
HubSpot wins on: campaign reporting depth, content tools, a free tier that never expires
Salesmate wins on: automation journeys, the meeting scheduler, wider third-party app coverage
Freshsales CRM wins on: a free starting plan, tighter helpdesk linkage, steadier release quality
Salesmate vs Keap
Salesmate wins on: lower entry pricing, a cleaner pipeline view, no mandatory onboarding fee
Keap wins on: e-commerce and invoicing, longer-running campaign templates, small-business marketing depth
Salesmate wins on: native calling, sales-specific AI, richer email tracking
Monday CRM wins on: board-style project views, cross-department use, a friendlier visual editor
This video runs through more alternative options if neither fits.
Frequently Asked Questions
What is Insightly used for?
Insightly is used to manage customer relationships, leads, and sales opportunities, then run the resulting projects. Teams also use it for task management, reporting, and linking work across departments.
What is Salesmate used for?
Salesmate is used to run outbound sales. Reps track deals, call prospects from the built-in phone, send tracked emails, and automate follow ups from one workflow.
Is Insightly easy to use?
Yes. The interface is easy to pick up and importing data is straightforward. Reviewers rate it simpler than Zoho CRM, though it trades some depth for that simplicity.
What is the number 1 CRM platform?
Salesforce holds the largest market share globally. For small teams, though, the best CRM is whichever one matches your sales process and budget without extra admin work.
Does Insightly have a mobile app?
Yes. The mobile app scans a business card, adds contacts, creates projects, and lets you assign tasks to a team member from your phone.
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