⚡ حكم سريع:
- الأسعار: Salesforce starts at $25/user/month vs Insightly at $29/user/month, though Salesforce’s higher tiers climb much faster.
- الأفضل لـ: Salesforce suits large companies needing advanced features, while Insightly fits الشركات الصغيرة wanting a user friendly interface.
- الفرق الرئيسي: Salesforce offers Einstein AI and deep customization. Insightly bundles إدارة علاقات العملاء with project management in one platform.
- اختيارنا: Salesforce for growing teams that need power. Insightly is the more affordable option for lean teams.
Picking between Insightly vs Salesforce comes down to one سؤال.
Do you want a simple CRM or a powerful one?
Both tools help you manage customer relationships and track leads.
But they were built for very different kinds of businesses.
Insightly is light, fast, and friendly for small teams.
Salesforce is deep, flexible, and built for the enterprise.
ملخص
هذا مقارنة بين Insightly و Salesforce comparison covers pricing, core features, and ease of use.
We also break down who each CRM platform works best for.
تشمل مصادرنا المواصفات المنشورة والوثائق ومراجعات G2.
By the end, you can make informed decisions about Salesforce and Insightly.
ما هو Insightly؟
Insightly is a CRM software built for small and medium sized businesses.
It blends customer relationship management with project tracking in one place.
The Insightly CRM is known for its user friendly interface and quick setup.
Salespeople and marketers can learn it without dedicated training.
It also handles contact management, custom dashboards, and email in one platform.
برؤية ثاقبة
A simple CRM platform for small businesses. It pairs sales and project management. Most users praise the easy setup.
تسعير دقيق
Here’s what Insightly costs in 2026. Let’s break down the pricing tiers.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| زائد | 29 دولارًا أمريكيًا لكل مستخدم شهريًا | الفرق الصغيرة في بداياتها |
| احترافي | 49 دولارًا أمريكيًا/للمستخدم/شهريًا | فرق مبيعات متنامية |
| مَشرُوع | 99 دولارًا أمريكيًا/للمستخدم/شهريًا | Larger teams needing more access |
Pricing verified June 2026.
خطة مجانية: Yes. Insightly offers a free CRM for up to two users with essential features.
تجربة مجانية: Yes. Paid plans include a 14-day trial with no credit card needed.
📌 ملحوظة: The free plan suits very small businesses. It lets you track leads and store customer information before you upgrade.
⚠️ تحذير: Insightly is billed annually. Paying month-to-month costs more, so check the billing terms before you commit.
الفوائد الرئيسية لـ Insightly
إليكم ما يجعل Insightly جديرة بالاهتمام:
- سهل التعلم: The visual user interface and simple setup let new salespeople hit the ground running. No steep learning curve.
- CRM plus projects: Insightly integrates CRM and project tracking. You manage both the sales process and delivery in one platform.
- Relationship linking: This feature links customer records and interactions. It helps you map how clients connect to each other.
- تطبيق الهاتف المحمول: The Insightly mobile app scans business cards and records صوت memos. You can organize tasks and schedule meetings on the go.
- Wide integrations: Insightly supports over 500 apps, including Google Apps, Google Drive, and Outlook. AppConnect builds no-code links with 1,000+ apps.
- Affordable for SMBs: The pricing tiers stay friendly for businesses at each stage of growth. The free CRM start makes it an attractive option.
ما لاحظه فريقنا
We haven’t had extensive hands-on time with Insightly yet. The notes below come from Insightly’s documentation and G2 reviews.
G2 reviews highlight the user friendly interface and fast onboarding. Reviewers say new users grasp the features quickly without dedicated training.
Some reviews flag performance slowdowns with very large datasets. The الإبلاغ and analysis tools are also called basic compared to bigger platforms.
إيجابيات وسلبيات Insightly
✅ المزايا
- Free plan for up to two users
- User friendly interface with fast setup
- Built-in project management and tracking
- Affordable option for small businesses
❌ سلبيات
- Basic reporting and analytics
- Slows down with very large data
- Phone support costs extra
ما هو Salesforce؟
Salesforce is a CRM platform built for companies with complex sales.
It runs on the Lightning Platform and offers deep customization.
Salesforce Sales Cloud handles large data volumes and global teams.
It is a widely used CRM platform for large companies.
The platform offers advanced الأتمتة, analytics, and Einstein AI.
Salesforce
A powerful CRM platform for the enterprise. It offers Einstein AI and endless customization. Best for large sales teams.
تسعير Salesforce
Here’s what Salesforce costs in 2026. The pricing scales with each tier.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| الأساسيات | 25 دولارًا أمريكيًا لكل مستخدم شهريًا | Small businesses and starters |
| احترافي | 75 دولارًا أمريكيًا لكل مستخدم شهريًا | فرق مبيعات كاملة |
| مَشرُوع | 150 دولارًا أمريكيًا لكل مستخدم شهريًا | الشركات الكبيرة التي تحتاج إلى ميزات متقدمة |
Pricing verified June 2026.
تجربة مجانية: Yes. Salesforce offers a 14-30 day free trial depending on the product.
Free learning: Salesforce Trailhead gives free training on CRM setup and use.
📌 ملحوظة: Salesforce pricing climbs fast. Higher Unlimited tiers can reach $300 to $330 per user per month for advanced features.
⚠️ تحذير: The monthly fee does not include staff time or setup help. Salesforce often needs paid consultants to configure.
المزايا الرئيسية لـ Salesforce
إليك ما يجعل Salesforce جديرة بالاهتمام:
- أينشتاين للذكاء الاصطناعي: Salesforce features Einstein AI for predictive forecasting and insights. Einstein analytics helps sales teams spot deals worth chasing.
- تخصيص عميق: The Lightning Platform allows near unlimited customization. Developers can shape the CRM to fit almost any industry.
- الأتمتة المتقدمة: It supports complex, automated customer journeys. This marketing automation can be tuned to specific industry needs.
- تقارير مخصصة: Salesforce offers customizable reports and custom dashboards. You decide which details to track for your sales process.
- Third party integrations: A huge network of third party integrations links CRM, ERP, and other tools across your محاسبة الأنظمة.
- Strong support: Plans include email, live chat, and phone support. The community offers forums, documentation, and training materials.
ما لاحظه فريقنا
We haven’t had deep hands-on time with Salesforce yet. These notes come from Salesforce’s documentation and G2 reviews.
G2 reviews highlight the advanced analytics and the wide range of integrations. Reviewers praise how far the customization can go.
Many reviews also note the steep learning curve. New users often need dedicated training, and setup can take months to finish.
مزايا وعيوب Salesforce
✅ المزايا
- Einstein AI insights and predictive forecasting
- Near unlimited customization on the Lightning Platform
- Vast network of third party integrations
- Email, live chat, and phone support included
❌ سلبيات
- Steep learning curve and dedicated training
- Setup can take months and need consultants
- Pricing rises sharply at higher tiers
مقارنة الميزات
Ready to dive into a detailed comparison of Insightly vs Salesforce?
We’ll explore nine key features. This helps you see which CRM platform fits your needs and your team.
| ميزة | برؤية ثاقبة | Salesforce |
|---|---|---|
| السعر المبدئي | 29 دولارًا أمريكيًا/للمستخدم/شهريًا | 25 دولارًا أمريكيًا لكل مستخدم شهريًا |
| خطة مجانية | ✅ (مستخدمان) | ❌ |
| إدارة المشاريع | ✅ | ❌ |
| AI Forecasting (Einstein) | ❌ | ✅ |
| لوحات تحكم مخصصة | ✅ | ✅ |
| عمليات التكامل مع جهات خارجية | 500+ apps | Vast network |
| تطبيق الهاتف المحمول | ✅ | ✅ |
| سهولة الاستخدام | ✅ Beginner | ❌ Steep |
| الأفضل لـ | الشركات الصغيرة | مَشرُوع |
1. CRM Platform & Core Function
نظرة ثاقبة: The Insightly CRM focuses on contact management and the sales process. It keeps customer information tidy and easy to find. Small teams can manage clients without a heavy setup.
سيلزفورس: Salesforce Sales Cloud handles complex sales and large data volumes. The CRM platform scales for global corporations. It is built to grow with big companies and their workflows.
2. Ease of Use & Learning Curve
نظرة ثاقبة: The user friendly interface is a clear strength. New salespeople and marketers can start fast without dedicated training. The simple setup makes it a friendly choice for businesses short on time.
سيلزفورس: Salesforce carries a steep learning curve. Its complexity can overwhelm users new to CRM systems. Most teams need a skilled administrator to configure the platform.
⚠️ تحذير: Salesforce setup can take months. Budget for training time and possible consultant fees before you switch.
3. Project Management & Tracking
نظرة ثاقبة: Insightly offers project management built into the CRM. You handle sales and delivery in one platform. This project tracking is a real edge for service businesses and digital marketing agencies.
سيلزفورس: Salesforce leans on add-ons or third party integrations for project work. Its core is sales, not delivery. You can add project tools, but they raise the cost and complexity.
4. الذكاء الاصطناعي والأتمتة
نظرة ثاقبة: Insightly adds AI automations to speed up routine tasks. Still, it lacks the advanced automation that bigger platforms ship. The tools cover the basics for small teams.
سيلزفورس: Salesforce thrives on advanced automation and AI. Einstein AI powers predictive forecasting, while Agentforce supports تطبيق الذكاء الاصطناعي development. This is where the platform pulls ahead.
5. إعداد التقارير والتحليلات
نظرة ثاقبة: Insightly covers reporting with custom dashboards and custom reports. The analysis tools stay basic, though. They work for simple needs but not deep data crunching.
سيلزفورس: Salesforce ships visual analytics and Einstein analytics for deeper insight. Reports are highly customizable. You pick the exact data to surface for each sales team.
6. عمليات التكامل
نظرة ثاقبة: Insightly connects with over 500 business apps. That includes Google Apps, Google Drive, and Outlook. AppConnect is a no-code tool that links with 1,000+ apps.
سيلزفورس: Salesforce offers a vast network of third party integrations. It links CRM, ERP, and other business tools and محاسبة systems. This breadth is hard for rivals to match.
7. تطبيق الهاتف المحمول
نظرة ثاقبة: The Insightly mobile app scans business cards and records صوت memos. You can organize tasks and schedule meetings from your phone. It is handy for reps in the field.
سيلزفورس: The Salesforce mobile app adds offline access and AI-powered analytics. Field workers can pull data without a signal. Both apps live on Google Play and the Apple App Store.
8. Support & Resources
نظرة ثاقبة: Insightly gives limited chat support to all users and email help to paid subscribers. Phone support needs a Premier Success plan. That adds to the cost for fast turnaround.
سيلزفورس: Salesforce includes email, live chat, and phone support for stop-work issues. Free Trailhead courses teach CRM setup. The community shares forums and documentation.
9. Marketing & Customer Journeys
نظرة ثاقبة: Insightly handles email and basic marketing campaigns inside the CRM. It fits simple التواصل for small teams. Heavy marketing automation is not its main focus.
سيلزفورس: Salesforce supports complex, automated customer journeys. Its marketing and advertising tools tie into the wider platform. Salesforce holds a 22.44% share in sales enablement as of 2026.
10. التسعير والتكلفة
لنقارن خطط الأسعار جنبًا إلى جنب.
| يخطط | برؤية ثاقبة | Salesforce |
|---|---|---|
| حر | ✅ (مستخدمان) | ❌ |
| المستوى المبتدئ | $29/user/mo (Plus) | $25/user/mo (Essentials) |
| المستوى المتوسط | $49/user/mo (Professional) | $75/user/mo (Professional) |
| المستوى الأعلى | $99/user/mo (Enterprise) | $150/user/mo (Enterprise) |
نظرة ثاقبة: The pricing tiers stay friendly for small to medium sized businesses. A free CRM tier and a $29 entry plan make it an affordable option. The cost climbs gently as you grow.
سيلزفورس: Salesforce pricing starts low at $25 but rises fast. The higher tiers unlock more advanced features. Top Unlimited tiers can hit $300 to $330 per user, and the fee leaves out setup time and resources.
سيناريوهات مختلفة
| إذا كنت بحاجة إلى | يختار | لماذا |
|---|---|---|
| ميزانية محدودة | برؤية ثاقبة | Free plan and lower tiers |
| ميزات متقدمة | Salesforce | Einstein AI and automation |
| إدارة المشاريع | برؤية ثاقبة | Built into the CRM |
| Heavy customization | Salesforce | Lightning Platform |
| مناسب للمبتدئين | برؤية ثاقبة | No steep learning curve |
💰 ميزانيتك
Insightly is the affordable option for lean teams. Salesforce starts cheap but its advanced features push the price up fast.
🔌 مجموعة أدواتك التقنية
Both link with Google Apps and Google Drive. Salesforce wins on the sheer range of third party integrations and accounting systems.
📝 عملية البيع الخاصة بك
Simple pipelines run fine on Insightly. Complex, multi-stage sales with big data fit Salesforce Sales Cloud better.
🎓 مستوى خبرتك
New to CRM technology? Insightly’s user friendly interface is gentle. Salesforce rewards teams ready to invest in dedicated training.
🆓 تجارب وعروض توضيحية مجانية
Test both before you buy. Insightly’s free plan and Salesforce’s trial let you compare similar features on a real project.
🛟 خيارات الدعم
Salesforce bundles email, chat, and phone support. Insightly charges extra for phone help, so factor that into the cost.
دليل التبديل
هل تستخدم إحدى هذه الأدوات بالفعل؟ إليك ما يمكن توقعه إذا قمت بالتبديل.
🔄 هل تنتقل من Insightly إلى Salesforce؟
✅ ما ستجنيه:
- Einstein AI and predictive forecasting
- Near unlimited customization for developers
- A wider set of third party integrations
❌ ما ستخسره:
- Built-in project management and tracking
- The free plan for two users
- A quick, training-free setup
📋 كيفية التبديل:
- Export your data and customer information from Insightly
- Create a Salesforce account and pick a plan
- Import records and set up custom dashboards
🔄 هل تفكر في الانتقال من Salesforce إلى Insightly؟
✅ ما ستجنيه:
- A simpler, friendlier user interface
- Project tracking inside the CRM
- Lower pricing tiers and a free CRM start
❌ ما ستخسره:
- Einstein analytics and deep reporting
- The Lightning Platform customization
- Bundled phone and live chat support
📋 كيفية التبديل:
- Export your records and reports from Salesforce
- Create an Insightly account and choose a plan
- Use the data importer to load your contacts
ما لم تتناوله مراجعتنا
This comparison focused on small businesses and growing sales teams. We didn’t test enterprise SSO, bulk licensing, or custom API builds in depth. Our notes are based on the June 2026 versions of both platforms. If you manage hundreds of users or work in a regulated market, your needs may differ from what we’ve covered here.
الحكم النهائي
| فئة | الفائز |
|---|---|
| 💰 الأسعار | برؤية ثاقبة |
| 🚀 الميزات الأساسية | Salesforce |
| 🤖 الذكاء الاصطناعي والأتمتة | Salesforce |
| 📊 الإبلاغ | Salesforce |
| 👶 سهولة الاستخدام | برؤية ثاقبة |
| 🔌 عمليات التكامل | Salesforce |
| 🏆 الفائز الإجمالي | Salesforce |
🏆 الفائز: سيلزفورس
Salesforce wins 4 out of 6 categories.
الأفضل لـ: Large companies, complex sales teams, and businesses that need advanced features and customization.
Salesforce and Insightly are two very different CRM platforms.
Salesforce is built for power, scale, and deep customization.
Insightly is built for simplicity, speed, and small businesses.
Insightly is excellent for lean teams that want a free CRM and easy setup. It is the more affordable option, and the project tracking is a bonus.
However, if you need advanced features, Einstein AI, and room to grow, Salesforce is the better CRM for most expanding companies.
المزيد من المقارنات المتعمقة
إليكم كيف تقارن منصة Insightly مع منافسيها الآخرين:
مقارنة بين Insightly و HubSpot
إنسايتلي يفوز في: Built-in project tracking, lower paid pricing, simpler setup for small teams
تفوقت شركة HubSpot في: Stronger marketing automation, a larger free CRM tier, deeper content tools
مقارنة بين Insightly و Zoho CRM
إنسايتلي يفوز في: Cleaner user interface, tighter project management, easier onboarding
يتفوق Zoho CRM في: Lower entry price, more built-in apps, broader customization options
مقارنة بين Insightly و Pipedrive
إنسايتلي يفوز في: Project tracking, relationship linking, all-in-one contact management
فاز فريق بايب درايف في: Visual sales pipeline, faster deal entry, leaner focus on sales only
المزيد من مقارنات Salesforce
إليكم كيف تقارن Salesforce مع منافسيها الآخرين:
مقارنة بين Salesforce و HubSpot
تتفوق Salesforce في: Deeper customization, Einstein AI forecasting, scale for big sales teams
تفوقت شركة HubSpot في: Gentler learning curve, all-in-one marketing, friendlier free plan
مقارنة بين Salesforce و Zoho CRM
تتفوق Salesforce في: Advanced analytics, vast integrations, enterprise-ready workflows
يتفوق Zoho CRM في: Far lower cost, quicker setup, better value for الشركات الصغيرة
مقارنة بين Salesforce و Freshsales
تتفوق Salesforce في: Platform depth, custom reports, breadth of third party integrations
فازت شركة Freshsales في: Simpler pricing, faster start, lighter feel for small teams
الأسئلة الشائعة
ما هي فوائد Insightly؟
Insightly is good for small to mid-sized businesses that want an affordable, easy CRM. It pairs customer relationship management with project tracking in one platform.
ما هو البرنامج الأفضل من Salesforce؟
It depends on your needs. For simpler, cheaper setups, HubSpot, Zoho CRM, or Insightly often fit better. For enterprise power and customization, few platforms beat Salesforce.
من يستخدم Insightly؟
Small businesses, sales teams, and digital marketing agencies use Insightly. It suits companies that want a user friendly interface without a steep learning curve or dedicated training.
هل لا تزال Salesforce هي أفضل نظام لإدارة علاقات العملاء (CRM)?
For large enterprises, Salesforce is still a top CRM thanks to Einstein AI and deep customization. Smaller teams may find simpler, more affordable platforms a better fit.
من هو أكبر منافس لشركة Salesforce؟
HubSpot and Microsoft Dynamics are among the biggest rivals. Zoho CRM, Pipedrive, and Insightly also compete, mostly for small and medium sized businesses on price and ease.
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