Choosing a CRM tool is hard.
You’ve got customer info, and keeping it organized is a big headache.
Imagine losing track of important deals or forgetting to follow up with a customer.
That’s when Salesforce and Insightly come in.
Let’s compare Salesforce vs Insightly to see which one will keep your customer relationships running smoothly.
Descripción general
We’ve got up our sleeves and put both Salesforce and Insightly through real-world tests.
Our team explored each platform.
From data entry to reportando, to give you a clear, hands-on comparison.
Listo para explorar el líder mundial CRM? Sign up for a free trial of Salesforce today!
Precios: Tiene una prueba gratuita. El plan premium cuesta desde $25 al mes.
Características principales:
- Gestión de clientes potenciales
- Sales forecasting
- Opportunity management
Necesita un CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Precios: Dispone de una versión de prueba gratuita. El plan premium cuesta a partir de $29/mes.
Características principales:
- Gestión de proyectos
- Automatización del flujo de trabajo
- Relationship Linking
¿Qué es Salesforce?
Okay, let’s talk about Salesforce—It’s a force in Salesforce.
Think of it as a super-powered tool.
It helps businesses manage customer relationships.
It handles sales, marketing, and service.
Además, explora nuestros favoritos Salesforce alternatives…
Nuestra opinión
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
Beneficios clave
Salesforce helps businesses connect better with customers. It gives a full view of each customer.
This helps improve sales and service.
- 360-Degree Customer View: See all customer interactions in one place.
- Boosts Sales by 39%: Many users report higher sales and productivity.
- Automatización potente: Automate tasks like emails and lead tracking.
- Huge AppExchange: Connects with thousands of other apps.
- Scalable for Growth: Grows with your business, from small to large.
Precios
- Starter Suite:$25/usuario/mes.
- Pro Suite: $100/user/month.
- Empresa: $165/user/month.
- Ilimitado: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Ventajas
Contras
¿Qué es Insightly?
Now, let’s look at Insightly.
It’s built for small to mid-sized businesses.
Es un CRM and project management tool. It’s designed to be user-friendly.
You can manage sales and projects together.
Además, explora nuestros favoritos Alternativas a Insightly…
Nuestra opinión
Insightly es una opción sólida para las empresas que necesitan un CRM escalable con capacidades de gestión de proyectos.
Beneficios clave
- Escalable para el crecimiento: Adapte la plataforma a medida que su negocio se expande.
- Características de gestión de proyectos: Mantenga sus proyectos organizados y encaminados.
- Paneles e informes personalizables: Obtenga la información que necesita para tomar decisiones informadas.
- Integraciones con aplicaciones populares: Conéctate con tus herramientas de negocio favoritas.
Precios
- Más:$29/usuario/mes.
- Profesional:$49/usuario/mes.
- Empresa:$99/usuario/mes.
Ventajas
Contras
Comparación de características
Choosing the right platform is critical. Let’s look at nine core features side-by-side.
This helps you decide which CRM solutions will truly fit your team in 2025.
1. CRM Ecosystem and Modularity
- Salesforce: This is a vast family of CRM solutions. It includes major components like Sales Cloud and Service Cloud. Salesforce products let you build a complete view of your customers. Most businesses, especially large ones, like this modular approach.
- Con perspicacia: Insightly offers a unified CRM solution designed for simplicity. It focuses on core CRM tools like Insightly Marketing and Insightly Service. It provides an efficient all-in-one approach. This makes it easier to manage for many smaller businesses.
2. AI Innovation and Data Power
- Salesforce: Salesforce takes advantage of groundbreaking AI innovation. They feature the Datos Cloud to unify all business data. This platform provides an AI agent, like Agentforce, powered by their AI commitments. The goal is better, more personalized customer experiences.
- Con perspicacia: Insightly is also adding AI features. It uses herramientas de IA primarily to automate small tasks and clean up contact management. Insightly’s focus is on making daily productivity better for pequeña empresa usuarios.
3. Ease of Use and Onboarding
- Salesforce: Salesforce CRM is highly customizable. However, this complexity means a steeper learning curve. The mejor CRM choice here often depends on how large your Salesforce team is.
- Con perspicacia: Insightly is designed to hacer it easy to use the software. It has a modern CRM that teams love because it is intuitive.9 Onboarding is fast, meaning you can achieve customer success much quicker.
4. Sales Pipeline and Task Management
- Salesforce: The Sales Cloud gives sales teams deep tools for sales opportunities. You can easily assign tasks and monitor progress. It offers complex pipeline management for large enterprise growth.
- Con perspicacia: Insightly provides strong contact management and a visual sales pipeline. You can quickly assign tasks to any team member. It integrates project management for a complete view from lead to delivery.
5. Marketing and Commerce Clouds
- Salesforce: Salesforce features dedicated platforms like Marketing Cloud and Commerce Cloud. These solutions are separate, powerful add-ons. They offer deep tools for both sales and marketing.
- Con perspicacia: Insightly includes Insightly Marketing automatización in its platform. This is easier to integrate into your main account. It supports core sales and marketing activities well for smaller companies.
6. Customization and Flexibility
- Salesforce: It provides the ultimate customization options. You can build nearly anything you need. The platform has a massive marketplace of apps and services to integrate.
- Con perspicacia: Insightly is customizable, but in simpler ways. You can create custom fields and layouts easily. It integrates well with Google Workspace and QuickBooks.
7. Core Relationship Management
- Salesforce: Salesforce is famous for its comprehensive customer relationship management. It helps companies get a complete view of every customer. This deep dive aids in long-term customer success.
- Con perspicacia: Insightly connects contacts to organizations, projects, and tasks. It offers relationship linking. This feature gives managers a quick review of all customer records and details.
8. Analytics and Reporting
- Salesforce: Salesforce has extremely powerful analytics and reporting. It helps the chief digital officer make data-driven decisions. Its dashboards provide deep insights into business growth.
- Con perspicacia: Insightly provides solid reporting tools. You can create custom dashboards to monitor key metrics. While good, its analytics are simpler compared to the Salesforce platform.
9. Scalability and Costs
- Salesforce: Salesforce is built for companies of all sizes, from pequeña empresa to enterprise. Its cost grows as you add users and features. The total cost of ownership can be very high.
- Con perspicacia: Insightly is often a better bet for small businesses watching their costs. Insightly starts at a lower price. It provides a good balance of features that scale as your company grows.
What To Look For When Choosing CRM Software?
- Modelo de precios: Understand the full cost, not just the per-user price billed annually. Check for extra costs for implementation, training, and add-ons. Insightly products often offer a simpler total cost.
- Usability and Adoption: Choose a modern CRM that teams love. The interface should be easy for all employees, from the co-founder to new staff. If it is clunky, the Salesforce team or marketing teams won’t use it.
- Escalabilidad: Will the CRM grow as your business grows? Salesforce’s infrastructure is built for massive enterprises, but other crm solutions, like Insightly, scale better for small business growth.
- Características principales: Look for robust contact management, task management, and an opportunities dashboard. Can you schedule emails and create a new version of a report easily?
- Personalización: The ability to customize fields and workflows is a major benefit. Some clients prefer the deep customization of Salesforce, while others want a quick customize option.
- Access and Mobile: Ensure you can access the system via web, mobile app, and get real-time access to leads and organization data. Insightly products’ mobile app offers features like business card scanning.
- Ecosystem and Integration: How well does it integrate with other apps? Salesforce has a huge ecosystem. Insightly offers strong integration, especially for its other Insightly products.
- Support and Knowledge: Look for a reliable knowledge base and training. Make sure the company provides excellent customer success. PC Magazine often reviews the support quality of other CRMs.
- Future Innovation: Get a sneak peek at the product roadmap. Will the company, like the San Francisco-based Salesforce, continue to bring innovation to the industry?
- Best Bet for Size: Your best bet is the CRM built for your size. Don’t overpay for enterprise features if a simpler system gives you all the benefits you need.
Veredicto final
Entonces ¿quién gana?
For many small to mid-sized businesses, Insightly CRM is a solid choice.
It’s easier to use, and it combines CRM with project management.
If you need a powerful, customizable system, Salesforce is Salesforce; it can be complex and pricey.
If you are looking for a Salesforce alternative, Insightly is a strong option.
We’ve used both, and Insightly offers a good balance of features and ease of use.
You can’t go wrong; it just depends on your business needs.
Más sobre Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce frente a Pipedrive: Salesforce es un CRM completo y altamente personalizable para ventas, marketing y servicios, mientras que Pipedrive se centra en la gestión visual e intuitiva de las canalizaciones de ventas para agilizar los procesos de ventas.
- Salesforce frente a GoHighLevel: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce frente a Keap: Salesforce ofrece un amplio ecosistema de CRM personalizable para empresas de todos los tamaños; Keap proporciona automatización integrada de ventas y marketing, especialmente potente para las empresas más pequeñas.
- Salesforce frente a ActiveCampaign: Salesforce es un CRM amplio y de nivel empresarial con una potente automatización de ventas, mientras que ActiveCampaign destaca en automatización de marketing, campañas de correo electrónico y visualización del recorrido del cliente.
- Salesforce vs Hubspot: Salesforce hace hincapié en la personalización profunda y la elaboración de informes sólidos para necesidades empresariales complejas, mientras que HubSpot ofrece un conjunto integrado de herramientas de marketing, ventas y servicios con una interfaz más fácil de usar.
- Salesforce vs Clickfunnels: Salesforce es un CRM completo para gestionar las relaciones con los clientes y las ventas; ClickFunnels está diseñado específicamente como constructor de embudos de ventas para guiar a los clientes a través de una ruta de conversión.
- Salesforce frente a Folk: Salesforce es un CRM altamente escalable y repleto de funciones para operaciones complejas y grandes empresas; Folk proporciona una herramienta de gestión de contactos y creación de relaciones más sencilla y colaborativa.
- Salesforce vs Instantly: Salesforce is a broad CRM platform that covers various aspects of customer management; Instantly specializes in automated difusión por correo electrónico en frío and lead generation for targeted campaigns.
- Salesforce frente a ClickUp: Salesforce es un potente CRM dedicado para gestionar las interacciones con los clientes y los procesos de ventas; ClickUp es una plataforma versátil de gestión del trabajo que incluye funcionalidades CRM dentro de sus herramientas más amplias de gestión de proyectos.
- Salesforce frente a Monday: Salesforce es un CRM sólido con amplios modelos de datos para flujos de trabajo complejos en diversos sectores; Monday CRM ofrece flujos de trabajo visuales altamente personalizables y las empresas que ya utilizan Monday.com suelen utilizarlo para la gestión de proyectos.
- Salesforce frente a Capsule: Salesforce es un CRM de nivel empresarial adecuado para grandes organizaciones con necesidades complejas; Capsule CRM es un CRM más sencillo y fácil de usar, ideal para pequeñas y medianas empresas centradas en el seguimiento básico de contactos y ventas.
- Salesforce frente a Insightly: Salesforce ofrece un CRM completo y altamente personalizable para diversas necesidades empresariales; Insightly ofrece un CRM versátil con gestión de proyectos integrada, a menudo preferido por las pequeñas y medianas empresas por su facilidad de uso.
- Salesforce vs Freshsales CRM: Salesforce es un CRM altamente personalizable y escalable con funciones avanzadas para grandes organizaciones; Freshsales CRM se centra en conocimientos de ventas impulsados por IA y automatización para una gestión de ventas optimizada, a menudo preferida por equipos más pequeños.
- Salesforce vs Zendesk: Salesforce is a comprehensive CRM that covers sales, marketing, and customer service; Zendesk is a specialized customer service platform designed for ticketing, support, and omnichannel customer interactions.
Más sobre Insightly
He aquí una breve comparación de Insightly con estas soluciones de software:
- Insightly vs Pipedrive: Insightly se centra en CRM con gestión de proyectos integrada; Pipedrive se especializa en la gestión visual del pipeline de ventas, a menudo preferida por los equipos centrados en las ventas.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly ofrece un sólido CRM con seguimiento de proyectos; Keap proporciona una potente automatización del marketing, campañas de correo electrónico y completas funciones de ventas.
- Insightly vs ActiveCampaign: Insightly fusiona CRM con capacidades de gestión de proyectos; ActiveCampaign destaca en automatización avanzada de marketing, secuenciación de correos electrónicos y puntuación de clientes potenciales.
- 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 es un CRM con gestión de proyectos; ClickFunnels es principalmente un constructor de embudos de ventas para crear páginas de aterrizaje y automatizar procesos de ventas.
- Insightly vs Folk: Insightly es un CRM completo con funciones de gestión de proyectos; Folk es una herramienta de gestión de contactos más ágil y colaborativa.
- Insightly vs Instantly: Insightly ofrece un sólido CRM y una solución de gestión de proyectos; Instantly se centra en la captación automatizada de clientes potenciales mediante correo electrónico.
- Insightly vs ClickUp: Insightly integra CRM y gestión de proyectos; ClickUp es una plataforma versátil de gestión del trabajo que puede configurarse para tareas de CRM.
- Insightly vs Lunes: Insightly combina CRM con gestión de proyectos; Monday CRM es un sistema operativo de trabajo altamente personalizable, adaptable a diversas necesidades de CRM.
- 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 ofrece un sólido CRM con gestión de proyectos; Freshsales CRM proporciona automatización avanzada de ventas, perspectivas de IA y comunicación multicanal.
- Insightly frente a Salesforce: Insightly es un CRM completo con gestión de proyectos integrada; Salesforce es una solución CRM de nivel empresarial, altamente personalizable y expansiva.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
Preguntas frecuentes
Is Insightly a good alternative to Salesforce?
Yes, Insightly is a strong Salesforce alternative, especially for smaller businesses. It’s easier to use and combines CRM with project management. While Salesforce competitors offer more features, Insightly balances functionality and simplicity, making it easy to manage sales and marketing.
How does HubSpot compare to Salesforce in terms of customer experience?
HubSpot and Salesforce both aim to improve customer experience, but they approach it differently. HubSpot emphasizes inbound marketing and customer service, blending sales and marketing. Salesforce offers deep customization for a tailored experience. The best choice depends on your specific needs.
Which is easier to use, Salesforce or Insightly?
Insightly is generally easier to use, particularly for small teams. Its interface is more intuitive, and its setup is simpler. Salesforce, while powerful, has a steeper learning curve due to its extensive customization and features. Insightly is designed to make it easy to get started.
Can Insightly handle both sales and marketing?
Yes, Insightly offers tools for both sales and marketing. It includes features for lead tracking, email marketing, and workflow automation, making it a versatile CRM for businesses needing integrated sales and marketing capabilities.
What are the main Salesforce competitors?
Salesforce competitors include HubSpot, Microsoft Dynamics 365, and Zoho CRM. These platforms offer similar CRM functionalities but differ in strengths in areas such as marketing automation, ease of use, and pricing. Each aims to help businesses improve marketing and customer relationships.
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