Insightly vs Salesmate: Which is The CRM Best in 2025?

Are you juggling leads and deals, feeling like you’re losing track?

Picking the right CRM can feel like a headache. 

That’s money and time lost.

Let’s break down Insightly vs Salesmate. 

We’ll see which CRM helps you close more deals and keep your customers happy. 

Overview

To provide a clear and unbiased comparison, our team dove deep.

We’ve spent significant time navigating both Insightly and Salesmate, testing their core features, and analyzing their workflows.

This hands-on experience allows for a real-world perspective, moving beyond simple feature lists.

What is Insightly?

Insightly? Think of it as a CRM that does more.

It mixes sales with project management. You get to track deals.

Plus, you manage projects. All in one place.

It aims to streamline everything.

Also, explore our favorite Insightly alternatives…

Key Benefits

• • Boost Productivity: Improve project completion rates by 20%.
  • Increase Revenue: Track leads effectively and close more deals.
  • Enhance Collaboration: Connect teams and improve communication.
  • Gain Valuable Insights: Get a deeper understanding of your customers.

Pricing

All the plans will be billed annually.

• Plus: $29/user/month.
• Professional: $49/user/month.
• Enterprise: $99/user/month.

What is Salesmate?

Salesmate? It’s all about sales.

Think of it as a sales-first CRM. It helps you close deals faster.

It has built-in calling. Plus, it focuses on ease of use.

It’s designed to be simple.

Also, explore our favorite Salesmate alternatives…

Key Benefits

• Built-in calling: Make and receive calls directly within Salesmate.
• Sales sequences: Automate your outreach with personalized emails and texts.
• Pipeline management: Visualize your sales process and identify bottlenecks.
• Mobile app: Access your CRM data on the go.

Pricing

• Basic: $23/user/month.
• Pro: $39/user/month.
• Business: $63/user/month.

Feature Comparison

Choosing the right CRM means looking at the details.

Let’s compare Insightly and Salesmate feature by feature.

We’ll see how each platform handles crucial aspects of sales, project management, and customer relationships.

1. Pipeline Management

• Insightly:
  • Provides robust pipeline management with visual stages.
  • Allows customizable pipelines to fit unique sales processes.
  • Offers detailed views and filtering.
• Salesmate:
  • Offers a clear and user-friendly sales pipeline view.
  • Focuses on quick deal movement.
  • Provides tools to help the sales team easily prioritize deals.

2. Project Management Capabilities

• Insightly:
  • Strong project management functionality is integrated with its CRM software.
  • Allows assigning tasks, tracking progress, and managing projects within a single platform.
  • Seamlessly connects projects to customer relationships.
• Salesmate:
  • Lacks extensive project management capabilities.
  • Primarily focuses on sales activities.
  • Does not offer dedicated project tools.

3. Customization

• Insightly:
  • Highly customizable crm solution, tailored to specific needs.
  • Offers flexible fields and layouts.
  • Enables complex workflows.
• Salesmate:
  • Also customizable and focuses on quick setup.
  • Offers customizable fields and stages.
  • It is known for being easy to navigate.

4. Analytics and Reporting

• Insightly:
  • Comprehensive analytics and reporting with detailed dashboard views.
  • Provides data-driven insights on sales performance.
  • Enables data-driven decisions.
• Salesmate:
  • Offers useful analytics focused on sales.
  • The visual dashboard displays key metrics.
  • Reports aid the sales team.

5. Integrations

• Insightly:
  • Integrates with a wide range of apps.
  • Connects insightly crm with marketing, accounting, and other tools
  • Integrates with key sales and marketing tools.
  • Salesmate offers solid integrations for core needs.
  • Offers seamless data flow.

6. User Experience and Onboarding

• Insightly:
  • It can be complex at the start of onboarding.
  • Needs time to master.
  • Many options can hinder quick use.
• Salesmate:
  • Designed for user-friendly use.
  • Quick setup and onboarding process.
  • Easy to navigate interface.

7. Customer Relationship Management (CRM)

• Insightly:
  • Robust customer relationship management features.
  • Link projects and sales to all customer interactions.
  • Designed for deep customer relationships.
• Salesmate:
  • Strong customer relationship management with an emphasis on communication.
  • Helps to build strong customer relationships for the sales team.
  • Streamlines communication.

What to Look For When Choosing a CRM Platform?

• Consider your team’s technical skills.
• Assess long-term scalability needs.
• Evaluate customer support responsiveness.
• Check for mobile accessibility.
• Ensure data security compliance.
• Map your current sales processes to the CRM’s workflow.
• Factors in hidden costs include implementation and training.

Final Verdict 

So, which one wins? For most sales teams, Salesmate is the best CRM.

It’s simple to use.

It helps you streamline sales processes fast.

You get built-in calling and easy automation.

If you need heavy project tools, Insightly might fit.

But Salesmate boosts productivity quickly. We tested both.

We saw how easy Salesmate is to learn and use.

It’s a better choice if you want to close more deals. It’s built for sales.

More of Insightly

Here’s a brief comparison of Insightly with these software solutions:

• Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
• Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
• Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
• Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
• Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
• Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
• Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
• Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
• Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
• Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
• Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
• Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
• Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
• Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.

More of Salesmate

Here’s a brief comparison of Salesmate with these software solutions:

• Salesmate vs Gohighlevel: Salesmate provides a streamlined, user-friendly CRM for sales teams, focusing on deal closing, while GoHighLevel is a broader platform offering extensive sales and marketing automation with advanced lead generation.
• Salesmate vs Pipedrive: Salesmate offers intuitive sales pipeline management with built-in calling, whereas Pipedrive excels in visual pipeline clarity and allows effortless deal progression.
• Salesmate vs Keap: Salesmate provides a user-friendly interface with customizable deal pipelines for visual tracking, while Keap delivers powerful sales and marketing automation with strong sales funnel capabilities.
• Salesmate vs ActiveCampaign: Salesmate prioritizes sales pipelines and deal tracking within its CRM; ActiveCampaign integrates sales and marketing automation for a holistic customer view and excels in email marketing.
• Salesmate vs Hubspot: Salesmate offers a transparent, affordable CRM with strong sales automation; HubSpot is a comprehensive suite for marketing, sales, and service, with tiered pricing and more extensive features.
• Salesmate vs Clickfunnels: Salesmate is a CRM designed for managing sales and customer relationships; ClickFunnels is a specialized tool for building high-converting sales funnels and landing pages.
• Salesmate vs Folk: Salesmate is a full-fledged CRM for sales teams with robust pipeline management and automation. Folk is a simpler contact management tool focused on organization and collaboration.
• Salesmate vs Instantly: Salesmate provides a comprehensive sales CRM with pipeline management and multi-channel outreach; Instantly specializes in scaled cold email outreach and lead generation.
• Salesmate vs Clickup: Salesmate is a dedicated sales CRM for pipeline management and deal tracking; ClickUp is an all-in-one productivity platform with project management, task tracking, and CRM functionalities.
• Salesmate vs Monday CRM: Salesmate is a focused sales CRM with built-in email marketing and strong deal management; Monday CRM offers highly customizable visual workflows and broad work OS capabilities.
• Salesmate vs Capsule CRM: Salesmate is a comprehensive solution with sales automation and detailed reporting; Capsule CRM is a simpler, user-friendly contact management tool, often more basic.
• Salesmate vs Freshsales CRM: Salesmate delivers detailed, real-time reporting and extensive workflow customization; Freshsales CRM offers an intuitive interface with AI assistance and broader automation.
• Salesmate vs Salesforce: Salesmate is a user-friendly CRM ideal for small to medium businesses, offering straightforward sales management; Salesforce is a highly customizable, scalable, enterprise-level CRM with a vast feature set.

Frequently Asked Questions