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Insightly vs Salesforce: Best CRM Platform in 2026?

oleh | Last updated Jun 2, 2026

Pemenang
Salesforce
4.5
  • Einstein AI Forecasting
  • Unlimited Customization
  • Vast App Integrations
  • Analisis Lanjutan & Laporan
  • Agentforce Aplikasi AI Pembangun
  • Email, Live Chat & Phone Support
  • Paid Plans from $25/user/mo
Runner Up
Berwawasan
4.1
  • Paket Gratis untuk 2 Pengguna
  • Manajemen Proyek Terintegrasi
  • 500+ Integrasi Aplikasi
  • Scan Bisnis Cards in App
  • Easy Setup, No Training
  • Hubungan yang Menghubungkan
  • Paid Plans from $29/user/mo

⚡ Quick Verdict:

  • Harga: Salesforce starts at $25/user/month vs Insightly at $29/user/month, though Salesforce’s higher tiers climb much faster.
  • Cocok untuk: Salesforce suits large companies needing advanced features, while Insightly fits bisnis kecil wanting a user friendly interface.
  • Perbedaan utama: Salesforce offers Einstein AI and deep customization. Insightly bundles CRM with project management in one platform.
  • Our pick: Salesforce for growing teams that need power. Insightly is the more affordable option for lean teams.
Insightly vs Salesforce

Picking between Insightly vs Salesforce comes down to one pertanyaan.

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.

Tinjau

Ini Insightly vs Salesforce comparison covers pricing, core features, and ease of use.

We also break down who each CRM platform works best for.

Our sources include published specs, documentation, and G2 reviews.

By the end, you can make informed decisions about Salesforce and Insightly.

Apa itu 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.

Ulasan Insightly CRM: Lebih Baik dari yang Saya Harapkan?

Berwawasan

⭐ 4.1/5 | 💰 Mulai dari $29/pengguna/bulan

A simple CRM platform for small businesses. It pairs sales and project management. Most users praise the easy setup.

Penetapan Harga yang Informatif

Here’s what Insightly costs in 2026. Let’s break down the pricing tiers.

RencanaHargaTerbaik untuk
Plus$29/pengguna/bulanTim-tim kecil yang baru memulai
Profesional$49/pengguna/bulanTim penjualan yang sedang berkembang
Perusahaan$99/pengguna/bulanLarger teams needing more access

Pricing verified June 2026.

Manfaat Utama yang Mendalam

Paket gratis: Yes. Insightly offers a free CRM for up to two users with essential features.

Uji coba gratis: Yes. Paid plans include a 14-day trial with no credit card needed.

📌 Catatan: The free plan suits very small businesses. It lets you track leads and store customer information before you upgrade.

⚠️ Peringatan: Insightly is billed annually. Paying month-to-month costs more, so check the billing terms before you commit.

Manfaat Utama dari Insightly

Here’s what makes Insightly worth considering:

  • Mudah dipelajari: 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.
  • Aplikasi seluler: The Insightly mobile app scans business cards and records suara 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.
Halaman Beranda Insightly

What Our Team Noticed

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 pelaporan and analysis tools are also called basic compared to bigger platforms.

Kelebihan & Kekurangan yang Mendalam

✅ Kelebihan
  • Free plan for up to two users
  • User friendly interface with fast setup
  • Built-in project management and tracking
  • Affordable option for small businesses
❌ Kekurangan
  • Basic reporting and analytics
  • Slows down with very large data
  • Phone support costs extra

Apa itu 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 otomasi, analytics, and Einstein AI.

Ulasan Jujur Salesforce CRM - Tonton Sebelum Menggunakan

Salesforce

⭐ 4,5/5 | 💰 Mulai dari $25/pengguna/bulan

A powerful CRM platform for the enterprise. It offers Einstein AI and endless customization. Best for large sales teams.

Harga Salesforce

Here’s what Salesforce costs in 2026. The pricing scales with each tier.

RencanaHargaTerbaik untuk
Hal-hal penting$25/pengguna/bulanSmall businesses and starters
Profesional$75/pengguna/bulanTim penjualan lengkap
Perusahaan$150/pengguna/bulanPerusahaan besar yang membutuhkan fitur canggih

Pricing verified June 2026.

Harga Salesforce

Uji coba gratis: 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.

📌 Catatan: Salesforce pricing climbs fast. Higher Unlimited tiers can reach $300 to $330 per user per month for advanced features.

⚠️ Peringatan: The monthly fee does not include staff time or setup help. Salesforce often needs paid consultants to configure.

Manfaat Utama Salesforce

Here’s what makes Salesforce worth considering:

  • Einstein AI: Salesforce features Einstein AI for predictive forecasting and insights. Einstein analytics helps sales teams spot deals worth chasing.
  • Kustomisasi mendalam: The Lightning Platform allows near unlimited customization. Developers can shape the CRM to fit almost any industry.
  • Automasi tingkat lanjut: It supports complex, automated customer journeys. This marketing automation can be tuned to specific industry needs.
  • Laporan khusus: 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 akuntansi sistem.
  • Strong support: Plans include email, live chat, and phone support. The community offers forums, documentation, and training materials.
Halaman Beranda Salesforce

What Our Team Noticed

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.

Kelebihan & Kekurangan Salesforce

✅ Kelebihan
  • 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
❌ Kekurangan
  • Steep learning curve and dedicated training
  • Setup can take months and need consultants
  • Pricing rises sharply at higher tiers

Perbandingan Fitur

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.

FiturBerwawasanSalesforce
Harga Mulai$29/pengguna/bulan$25/pengguna/bulan
Paket Gratis✅ (2 pengguna)
Manajemen Proyek
AI Forecasting (Einstein)
Dasbor Kustom
Third Party Integrations500+ appsVast network
Aplikasi Seluler
Kemudahan Penggunaan✅ Beginner❌ Steep
Terbaik untukUsaha kecilPerusahaan

1. CRM Platform & Core Function

Mendalam: 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.

CRM Insightly

Salesforce: 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.

Platform CRM Salesforce

2. Ease of Use & Learning Curve

Mendalam: 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.

CRM Modern yang Insightly

Salesforce: 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.

⚠️ Peringatan: Salesforce setup can take months. Budget for training time and possible consultant fees before you switch.

3. Project Management & Tracking

Mendalam: 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.

Manajemen Proyek yang Mendalam

Salesforce: 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. AI & Otomatisasi

Mendalam: 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.

Otomatisasi AI yang Mendalam

Salesforce: Salesforce thrives on advanced automation and AI. Einstein AI powers predictive forecasting, while Agentforce supports Aplikasi AI development. This is where the platform pulls ahead.

Otomatisasi AI Salesforce

5. Pelaporan & Analisis

Mendalam: 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.

Pelaporan yang Mendalam

Salesforce: 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.

Analisis Visual Salesforce

6. Integrasi

Mendalam: 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.

Integrasi Tanpa Batas yang Mendalam

Salesforce: Salesforce offers a vast network of third party integrations. It links CRM, ERP, and other business tools and akuntansi systems. This breadth is hard for rivals to match.

7. Aplikasi Seluler

Mendalam: The Insightly mobile app scans business cards and records suara memos. You can organize tasks and schedule meetings from your phone. It is handy for reps in the field.

Salesforce: 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

Mendalam: 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.

Dukungan dan Tiket Insightly

Salesforce: Salesforce includes email, live chat, and phone support for stop-work issues. Free Trailhead courses teach CRM setup. The community shares forums and documentation.

Salesforce Melacak Dukungan Pelanggan

9. Marketing & Customer Journeys

Mendalam: Insightly handles email and basic marketing campaigns inside the CRM. It fits simple kegiatan penjangkauan for small teams. Heavy marketing automation is not its main focus.

Email yang Berwawasan

Salesforce: 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.

Pemasaran & Periklanan Salesforce

10. Harga & Biaya

Mari kita bandingkan paket harga tersebut secara berdampingan.

RencanaBerwawasanSalesforce
Bebas✅ (2 pengguna)
Tingkat Pemula$29/user/mo (Plus)$25/user/mo (Essentials)
Tingkat Menengah$49/user/mo (Professional)$75/user/mo (Professional)
Tingkat Teratas$99/user/mo (Enterprise)$150/user/mo (Enterprise)

Mendalam: 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.

Salesforce: 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.

Skenario yang Berbeda

Jika Anda Membutuhkan…MemilihMengapa
Anggaran ketatBerwawasanFree plan and lower tiers
Fitur canggihSalesforceEinstein AI and automation
Manajemen proyekBerwawasanBuilt into the CRM
Heavy customizationSalesforceLightning Platform
Ramah untuk pemulaBerwawasanNo steep learning curve

💰 Anggaran Anda

Insightly is the affordable option for lean teams. Salesforce starts cheap but its advanced features push the price up fast.

🔌 Susunan Teknologi Anda

Both link with Google Apps and Google Drive. Salesforce wins on the sheer range of third party integrations and accounting systems.

📝 Proses Penjualan Anda

Simple pipelines run fine on Insightly. Complex, multi-stage sales with big data fit Salesforce Sales Cloud better.

🎓 Tingkat Pengalaman Anda

New to CRM technology? Insightly’s user friendly interface is gentle. Salesforce rewards teams ready to invest in dedicated training.

🆓 Uji Coba dan Demo Gratis

Test both before you buy. Insightly’s free plan and Salesforce’s trial let you compare similar features on a real project.

🛟 Opsi Dukungan

Salesforce bundles email, chat, and phone support. Insightly charges extra for phone help, so factor that into the cost.

Panduan Pengalihan

Sudah menggunakan salah satu alat ini? Berikut yang dapat Anda harapkan jika Anda beralih.

🔄 Beralih dari Insightly ke Salesforce?

✅ Apa yang akan Anda peroleh:

  • Einstein AI and predictive forecasting
  • Near unlimited customization for developers
  • A wider set of third party integrations

❌ Apa yang akan Anda rugikan:

  • Built-in project management and tracking
  • The free plan for two users
  • A quick, training-free setup

📋 Cara beralih:

  1. Export your data and customer information from Insightly
  2. Create a Salesforce account and pick a plan
  3. Import records and set up custom dashboards
🔄 Beralih dari Salesforce ke Insightly?

✅ Apa yang akan Anda peroleh:

  • A simpler, friendlier user interface
  • Project tracking inside the CRM
  • Lower pricing tiers and a free CRM start

❌ Apa yang akan Anda rugikan:

  • Einstein analytics and deep reporting
  • The Lightning Platform customization
  • Bundled phone and live chat support

📋 Cara beralih:

  1. Export your records and reports from Salesforce
  2. Create an Insightly account and choose a plan
  3. Use the data importer to load your contacts

What Our Review Didn’t Cover

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.

Keputusan Akhir

KategoriPemenang
💰 HargaBerwawasan
🚀 Fitur UtamaSalesforce
🤖 AI & OtomatisasiSalesforce
📊 PelaporanSalesforce
👶 Kemudahan PenggunaanBerwawasan
🔌 IntegrasiSalesforce
🏆 Pemenang KeseluruhanSalesforce

🏆 PEMENANG: SALESFORCE

Salesforce wins 4 out of 6 categories.

Cocok untuk: 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.

Lebih Banyak Perbandingan yang Mendalam

Berikut perbandingan Insightly dengan pesaing lainnya:

Insightly vs HubSpot

Insightly unggul dalam hal: Built-in project tracking, lower paid pricing, simpler setup for small teams

HubSpot unggul dalam hal: Stronger marketing automation, a larger free CRM tier, deeper content tools

Insightly vs Zoho CRM

Insightly unggul dalam hal: Cleaner user interface, tighter project management, easier onboarding

Zoho CRM unggul dalam hal: Lower entry price, more built-in apps, broader customization options

Insightly vs Pipedrive

Insightly unggul dalam hal: Project tracking, relationship linking, all-in-one contact management

Pipedrive menang dalam hal: Visual sales pipeline, faster deal entry, leaner focus on sales only

Perbandingan Lebih Lanjut tentang Salesforce

Berikut perbandingan Salesforce dengan para pesaingnya:

5 Alternatif Salesforce CRM Terbaik untuk Bisnis Kecil

Salesforce vs HubSpot

Salesforce unggul dalam hal: Deeper customization, Einstein AI forecasting, scale for big sales teams

HubSpot unggul dalam hal: Gentler learning curve, all-in-one marketing, friendlier free plan

Sales vs Zoho CRM

Salesforce unggul dalam hal: Advanced analytics, vast integrations, enterprise-ready workflows

Zoho CRM unggul dalam hal: Far lower cost, quicker setup, better value for usaha kecil

Salesforce vs Freshsales

Salesforce unggul dalam hal: Platform depth, custom reports, breadth of third party integrations

Freshsales menang dalam hal: Simpler pricing, faster start, lighter feel for small teams

Pertanyaan Yang Sering Muncul

Apa manfaat 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.

Perangkat lunak apa yang lebih baik daripada 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.

Siapa yang menggunakan 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.

Apakah Salesforce masih tetap yang terbaik? CRM terbaik?

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.

Siapakah pesaing terbesar 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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